节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：7/10
阿联酋环球铝业公司（EGA）4月3日发布塔维拉（Al Taweelah）生产基地最新动态。EGA已对近期伊朗袭击后的运营情况完成初步评估，恢复冶炼厂运营需修复受损基础设施，并逐步重启每个电解槽，初步迹象显示完全恢复原铝生产或需12个月。
该生产基地涵盖冶炼厂、铸造厂、发电厂、氧化铝精炼厂及回收厂，目前已全部疏散人员...氧化铝精炼厂与回收厂或可更早重启部分生产，具体取决于厂区受损情况的最终评估结果。
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