今年以来，国家为控制部份行业投资过热现象，采取了一系列紧缩性经济政策，特别是严格控制包括电解铝在内的三大行业的投资行为。虽然限制电解铝新增产能的建设对现有企业和铝价是利好，但由于信贷的收缩也限制了电解铝主要下游行业——建筑和房地产业的投资力度，铝的需求相 Since the beginning of this year, the state has taken a series of austerity economic policies to control the overheated investment in some industries, especially the strict control on the investment behaviors of the three major industries including electrolytic aluminum. Although restrictions on the construction of new capacity for electrolytic aluminum are favorable to the existing enterprises and to aluminum prices, the contraction of credit limits the investment in the construction and real estate industries, the major downstream industries for electrolytic aluminum, and the demand phase of aluminum