世纪铝业（CENX）今日盘前股价大涨8.36%，表现显著强于大盘。
消息面上，此次股价异动主要与全球铝供应紧张预期升温有关。据报道，中东地区两家大型铝厂——阿联酋环球铝业公司和巴林铝业公司近期遭到袭击，导致生产设施受损并可能减产。这一事件加剧了市场对全球电解铝供应的担忧，推动伦敦金属交易所（LME）铝价大幅上涨，进而提振了包括世纪铝业在内的铝业板块股票。
分析指出，中东地区电解铝产能占全球近9%，此次袭击事件可能影响全球150-200万吨/年的潜在产能，使得供应收紧趋势进一步强化。在库存处于低位且需求具备刚性的背景下，铝价获得强劲支撑，相关生产商股价因此受到市场追捧。
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