世纪铝业（CENX）今日盘中股价大幅上涨5.03%，引起了市场的广泛关注。
消息面上，世纪铝业与美国铝业公司及阿联酋全球铝业（EGA）共同签署了合作协议，旨在整合三方在原材料供应、冶炼技术及产能布局方面的优势，加速美国俄克拉荷马州铝工业链的完善。该合作将推动清洁能源铝冶炼技术的落地应用，并有望满足电动汽车、光伏产业对低碳铝激增的需求，从而增强世纪铝业的长期竞争力和增长前景。
此外，世纪铝业近期公布的2026年复产计划也提供了积极信号，其Mt. Holly铝厂和冰岛铝厂的产能预计将逐步恢复，进一步支撑了市场对该公司未来产能和业绩的乐观预期。
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