节点：下游（终端消费/应用）位置：下游情绪：利好参考度：3/10
Alba铝产能关停加剧区域供应担忧
Alba铝产能关停凸显全球铝供应链风险上升，此前霍尔木兹海峡持续中断。巴林铝业（Aluminium Bahrain，简称Alba）关停3条冶炼线，产能减少约19%。该公司运营全球最大单一厂区铝冶炼厂之一，年产能约162万吨。此次关停针对1、2、3号线，4-6号线继续运营以维持产出稳定。
Alba铝产能关停紧随霍尔木兹航运危机
该事件直接关联霍尔木兹海峡航运中断，这一关键航线因区域紧张局势持续受限。此前Alba因无法向客户发运铝产品宣布不可抗力，航运限制同时导致载有氧化铝的船舶无法抵达区域冶炼厂。氧化铝...
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