节点：中游（冶炼、中间品）位置：中游情绪：利好参考度：3/10
力拓集团、世纪铝业等美国主要铝材供应商近期将关键半成品铝材溢价上调约12%，消息称伊朗战争中断中东进口为核心诱因。两家企业铝坯溢价较战前水平每吨提升约110美元（每磅3美分），力拓正推动客户接受高费率多年期合同。
中国铝业、明泰铝业4月8日晚间发布一季度业绩预告：中国铝业净利同比预增50%-58%、环比预增194.23%-209.93%；明泰铝业同比预增48%-59%，均提及铝价上涨提升盈利。
中邮证券4月7日研报显示，阿联酋铝业因袭击...电解铝产能160万吨/年；卡塔尔铝业（Qatalum）冶炼厂3月启动有序停产，3月底前完成，影响年产能25.9万吨，复产需6-12个月；巴林铝业存停产可能性。海外铝短缺已成定局，海外订单或转向国内拉动去库。
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