<?xml version="1.0" encoding="utf-8" standalone="yes"?>
<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/">
  <channel>
    <title>电解铝 on 黑洞研报</title>
    <link>https://dark-hole.com/tags/%E7%94%B5%E8%A7%A3%E9%93%9D/</link>
    <description>Recent content in 电解铝 on 黑洞研报</description>
    <image>
      <title>黑洞研报</title>
      <url>https://dark-hole.com/images/papermod-cover.png</url>
      <link>https://dark-hole.com/images/papermod-cover.png</link>
    </image>
    <generator>Hugo -- 0.154.5</generator>
    <language>zh-cn</language>
    <lastBuildDate>Mon, 09 Mar 2026 16:30:00 +0000</lastBuildDate>
    <atom:link href="https://dark-hole.com/tags/%E7%94%B5%E8%A7%A3%E9%93%9D/index.xml" rel="self" type="application/rss+xml" />
    <item>
      <title>【铝】电解铝史诗级行情：霍尔木兹封锁➕能源价格暴涨，电解铝价格有望再创新高</title>
      <link>https://dark-hole.com/posts/20260309_00011/</link>
      <pubDate>Mon, 09 Mar 2026 16:30:00 +0000</pubDate>
      <guid>https://dark-hole.com/posts/20260309_00011/</guid>
      <description>霍尔木兹封锁&#43;能源价格暴涨，电解铝供给端收缩，价格有望再创新高。推荐神火股份、华通线缆、中国铝业、云铝股份等。</description>
    </item>
    <item>
      <title>长江金属·铜铝观点丨美伊冲突升级，铝具性价比</title>
      <link>https://dark-hole.com/posts/20260308_00002/</link>
      <pubDate>Sun, 08 Mar 2026 15:00:00 +0000</pubDate>
      <guid>https://dark-hole.com/posts/20260308_00002/</guid>
      <description>美伊冲突升级引发滞胀担忧，铜跌铝涨。电解铝供给中东占比较大且已有停产，铝价受益。优先布局电解铝，推荐中国铝业、云铝股份、神火股份、天山铝业。</description>
    </item>
    <item>
      <title>继Qatalum以来，巴林铝业宣布不可抗力，中东局势升温催化铝价超预期上涨【中信证券金属】</title>
      <link>https://dark-hole.com/posts/20260305_00005/</link>
      <pubDate>Thu, 05 Mar 2026 00:00:00 +0000</pubDate>
      <guid>https://dark-hole.com/posts/20260305_00005/</guid>
      <description>中东局势升级，Qatalum停产，巴林铝业宣布不可抗力，影响全球3%电解铝产能，铝价有望超预期上涨，推荐中国铝业、云铝股份等。</description>
    </item>
  </channel>
</rss>
