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美国铝业在季度业绩会上预计，中国今年铝供应过剩规模在180万-220万吨，低于7月时预估的220万-240万吨公司还认为全球铝供需将相对平衡，状态料在短缺30万吨至过剩10万吨之间，而7月时预估范围是过剩30万至70万吨
“全球供需状态改善，主要得益于中国冶炼计划和落到实处的削减产能，以及其内部需求的增加”美国铝业还上调2017年经调整后EBITDA预估至24亿美元，此前展望范围是21亿-22亿美元。
彭博报道称，中国是全球最大的产铝国，应重点关注下列上市公司中国铝业(2600 HK，601600 CH)、南山铝业(600219 CH)、云铝股份(000807 CH）
