【期貨熱點追蹤】鋁價跌跌不休！LME鋁價創下三年來最大季度跌幅，地緣衝突溢價消退，這輪跌勢到頭了嗎？

June 29 — Midea said Chinese factories are running overtime to meet surging European demand and the company has shifted shipments to China-Europe rail service with 15–25 day transit times, roughly 25 days faster than sea, while local subsidiaries are expediting customs clearance and channel distribution. Gree Electric said European channels are fully sold out and overseas dealers are rushing replenishment to secure market supply. Midea’s plug-and-play PortaSplit mobile split AC is sold out in Germany, the UK, France and the Netherlands; year-to-date PortaSplit shipments have exceeded 200,000 units, double last year’s full-year sales.

Qatar foreign ministry spokesperson said U.S. presidential envoy Witkoff and Trump son-in-law Kushner will travel to Qatar to meet mediators to discuss negotiations. There are currently no plans for a high-level U.S.-Iran meeting.