周一，铝业股集体走强， 中铝国际 飙升28%， 中国铝业 、 南山铝业国际 涨7%， 创新实业 涨超5%， 中国宏桥 涨超4%，俄铝涨近4%。消息面上，伊朗袭击中东两处铝生产设施，加剧了本已紧张的全球供应形势——该地区产量占全球总产出的重要份额。伦敦金属交易所(LME)周一早盘交易中，铝价一度大涨6%。
中东最大铝生产商、阿联酋环球铝业公司周六表示，其位于阿布扎比的工厂遭受“严重损毁”；巴林国营企业巴林铝业公司则称，正评估其工厂受损情况。此前，中东局势持续升级已推高铝价。由于该地区冶炼厂无法外运成品铝或进口原材料，供应已严重受限。此次袭击可能进一步恶化局面：即便霍尔木兹海峡后续恢复通航，部分产能或将长期中断，导致供应缺口延长。
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