异动解读|世纪铝业盘中下跌11.48%,美伊停战协议缓解中东铝供应中断预期

行情直击
Jun 16

6月15日,世纪铝业盘中下跌11.48%,报54.48美元/股,成交额8569.26万美元,铝业板块集体承压。

消息面上,美伊达成停战框架协议,协议内容包括美国承诺解除制裁、解除海上封锁、开放霍尔木兹海峡等,市场预判中东铝供应中断局面将显著缓解。此前霍尔木兹海峡持续封锁导致海湾铝厂4月产量同比下滑35%,中东电解铝产能占全球总量9%,供应紧张曾推动伦铝逼近四年高点。随着海峡通航预期修复,伦铝期货大幅下行触及两月低点,地缘溢价快速出清。同板块中,美国铝业跌7.85%,凯撒铝业跌4.07%,Constellium跌2.78%。

世纪铝业是全球领先的原铝生产商,在美国和冰岛运营多家铝冶炼厂,并持有牙买加Jamalco氧化铝精炼厂55%合资股份。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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