节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
中东冲突持续背景下，全球铝市场供应扰动加剧。运营全球最大单体铝冶炼厂的巴林铝业周末宣布分阶段停产，因霍尔木兹海峡航运受影响，此举旨在保存原材料库存并维持工厂其他部分运营。目前该公司已启动三条生产线停产，占年总产能160万吨的19%，约全球铝产量2.2%。
巴林铝业减产是全球铝业动荡最新事件，当前全球制造商面临铝价飙升，贸易商预见供应中断风险扩大，伦铝价格已跃升至2022年以来最高水平。霍尔木兹海峡航运停滞下，巴林铝业及中东其他冶炼厂面临金属出口运输与氧化铝原料进口中断，此前巴林铝业已暂停向客户销售，卡塔尔近期因天然气短缺停止部分铝生产。
知名财经机构ZeroHedge援引国际铝业协会数据指出，2025年海湾合作委员会成员国铝产量约616万吨，...
The complete content requires login
You can view the full content after logging in. If you don't have an account, please register first.
This Website publishes publicly available information that SMMNN deems reliable, but makes no warranty as to the accuracy or completeness of such information. The information provided by SMMNN is for reference only and does not constitute investment advice to any entity. Members of the Website shall not replace their own independent judgment with such information.
