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【观点】广州期货：氧化铝窄幅震荡，电解铝调整企稳后偏多运行_我的网站

一 |     A trainer guides robots in practicing sorting parcels in Beijing, Aug. 10, 2026. (Photo: China News Service/Jia Tianyong)        More than 100 humanoid robots were learning human work and daily-life skills under the guidance of trainers in Beijing on Monday.。    氧化铝：新产能持续爬坡，前期检修及事故产能陆续复产，供应宽松格局延续。电解铝厂原料库存充裕，现货散单成交清淡。国内港口及厂内库存显著高于历史同期，高位累库态势未改，现货上方压力明显。铝土矿价格受海运费及几内亚政策支撑维持坚挺，部分高成本产区已触及成本线，下方存在刚性支撑。现货围绕成本线窄幅波动，上有库存压力、下有成本托底。供应增量持续释放，库存高位压制现货上方空间；铝土矿成本仍有韧性，下方存在成本托底，主力合约参考运行区间2600...。

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Published on:01:33:25