节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：10/10
铝价延续上行趋势，中东供应中断收紧全球市场。三个月期伦敦金属交易所（LME）铝期货上涨0.6%，报每吨3400美元上方，逼近四年新高。中东战事导致约9%的全球铝产量中断，主要因霍尔木兹海峡关闭。卡塔尔和巴林的冶炼厂宣布不可抗力，限制成品铝流入市场。力拓向日本买家报出第二季度每吨350美元的铝溢价，这一40%的涨幅为2015年以来日本买家支付的最高水平。
亚洲溢价飙...光伏板块需求支撑。供应中断与区域高溢价的综合影响维持铝市看涨情绪，市场参与者预计地缘政治紧张持续扰动全球贸易流，铝价或进一步波动。
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