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铝价5月反弹逾5%背后：机构聚焦供需缺口新能源需求成布局主线
5月以来LME铝价格累计涨幅超5%，电解铝国内去库提速，海外市场短缺风险延续。机构推荐铝板块低位布局机会背后，新能源电池、储能等领域需求高增正成为核心驱动力，多家上市公司积极布局高端铝产品改善产品结构。
2026-05-30

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