几内亚收回EGA采矿权消息推动氧化铝触及涨停，上方还有多少空间？

Group 1 - The main contract for alumina opened slightly lower but remained stable above the 3000 mark, with a significant increase observed in the previous night session [2] - Guinea's government has revoked mining licenses for 46 companies, signaling a warning to large mining operators, although these companies are not major producers in Guinea's mining sector [2][3] - The Axis mining area has been ordered to halt operations, affecting an annual capacity of approximately 40 million tons, with the recovery timeline currently unknown [3] Group 2 - Guinea exported approximately 146.4 million tons of bauxite last year, with expectations to exceed 200 million tons this year, representing a 35% increase from the previous record [3] - Domestic alumina production is expected to increase to 86.96 million tons in May, with a production volume of 7.35 million tons, reflecting a month-on-month growth of 3.5% and a year-on-year growth of 5.2% [4] - The alumina operating rate has decreased by 2.66% to 77.02%, with maintenance activities reported in several regions [4] Group 3 - Recent data indicates a weekly decrease in alumina inventory by 36,900 tons, while social inventory has increased slightly [5] - Analysts suggest that the recent revocation of mining licenses and production cuts may lead to a potential upward trend in alumina prices, despite the risk of oversupply due to increased imports [6][7] - The market is expected to maintain a strong price trend for alumina in the short term, with prices projected to range between 2850 and 3050 yuan per ton [7][8]