“工业血液”铝价冲破3000美元！新能源的狂欢，还是传统产业的葬礼？

Group 1 - The core viewpoint is that the surge in aluminum prices, surpassing $3,000 for the first time in three years, reflects the real costs of the green transition, driven by a global resource competition ignited by new energy demands [1][4] - The demand side is characterized by explosive growth in aluminum usage due to solar energy and electric vehicles, positioning aluminum as the "new oil" [4] - On the supply side, producing one ton of aluminum consumes the equivalent of 13 years of electricity for a household, with energy costs and geopolitical tensions tightening supply chains, leading to a global inventory crisis [4] Group 2 - The strategy involves two steps: first, to embrace "resource kings" by focusing on domestic leaders with bauxite and electrolytic aluminum production capacity to benefit from price increases [5] - The second step is to invest in "efficiency revolution" by targeting sectors that enhance resource utilization efficiency, such as aluminum lightweight technology and recycled aluminum [5] - The ultimate question posed is whether the rise in aluminum prices at $3,000 serves as a "booster" for the new energy revolution or a "cost stranglehold" for traditional manufacturing, prompting a choice between investing in upstream resource companies or downstream technology innovators [5]