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书名：毛坯房2月用水477吨|作者：笑无语|本书类别：古言|更新时间：00:17:40|字数：3896字

到期仓单数量较多，近月合约供应压力将继续增加。成本端5月几内亚长协报价集中在69–70美元/干吨，但供需双方暂未达成议价共识。基于成本考量，后续铝土矿价格大概率上浮，远期合约成本支撑较强。当前的博弈点仍在于几内亚出口配额的落地情况。在政策空窗期，氧化铝价格不排除承压回落，但远期合约逢低布局多单赔率更为划算。　　氧化铝09合约运行区间2750-2950元/吨，多单继续持有。　　中东地缘问题悬而未决，

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