【矿端及减产干扰给予氧化铝期价反弹动力 中长期仍承压于过剩逻辑】金十期货特约国信期货点评：14日开盘后，氧化铝延续反弹之势，盘中涨幅一度超过3%，截至14日11:30，氧化铝主力合约2505暂报2840元/吨，暂上涨2.23%。1. 消息面上，据阿拉丁(ALD)综合海外消息了解，几内亚制止经济和金融犯罪法庭调查分庭下令AGB2A-GIC公司及其分包商(包括中资公司)立即停止工作，矿端出现潜在供应干扰风险，给予氧化铝期价一定支撑，持续关注事态发展。2. 整体而言，目前氧化铝期价持续下破至低位后，供应端的减产及矿端的潜在风险使得期价获得反弹动力，但全年供应过剩的偏空逻辑仍将在中长期对价格形成压制，因而氧化铝的反弹高度或较为有限。预计氧化铝震荡寻找支撑，价格区间看向2700元/吨-3200元/吨附近，关注成本的动态变化及供应端产能的减产情况，短线操作。
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