节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
铝价因供应冲击大幅走高
巴林铝业（Alba）宣布不可抗力后，铝价飙升至四年高位。该公司因霍尔木兹海峡地区运输中断暂停发货，此消息引发伦敦金属交易所（LME）铝价上涨2.5%，至每吨3340美元。2026年以来，铝价累计涨幅超9%，表现优于铜价。
全球制造商面临即时供应担忧，中东地区通过这一关键航道年供应量超500万吨。分析师警告，若地区生产中断持续，进一步扰动可能推动铝价升至每吨3600美元，凸显铝供应链覆盖铝土矿开采、氧化 ..电解铝生产全环节的脆弱性。
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