Aluminum sector stocks continued their upward trend. At the time of writing, CHINAHONGQIAO (01378) rose 4.21% to HK$39.1, CHALCO (02600) increased 3.93% to HK$12.7, CHUANGXIN IND (02788) gained 3.73% to HK$31.7, and NANSHAN AL INTL (02610) advanced 2.04% to HK$46.1. The rally comes as London aluminum prices surged to their highest level in four years following the U.S. military's interception of vessels entering and leaving the Strait of Hormuz. By Monday's close, LME aluminum futures had risen by $109 to $3,608 per metric ton. Concurrently, data showed spot aluminum prices strengthening further relative to futures, with the spot premium surging 43% from Friday to $95.50 per ton. This movement indicates buyers are scrambling for immediate delivery and seeking alternative supply sources. J.P. Morgan stated that reduced Middle Eastern supply, totaling 2.4 million tons, is expected to create a primary aluminum deficit of 1.9 million tons by 2026. The firm maintains its baseline view that spot aluminum prices have further upside potential in the coming months, potentially reaching $4,000 per ton or higher.