美国铝业(AA)今日盘前股价大幅上涨5.10%，引起了市场的高度关注。
消息面上，美国铝业行业迎来重大利好消息。周四，Century Aluminum公司与阿联酋全球铝业(EGA)宣布合作，将在俄克拉荷马州建设美国自1980年以来的首座原铝冶炼厂。该工厂预计年产能达75万吨，有望使美国国内原铝产能提升一倍以上，这标志着美国铝业生产的历史性转折。
这一投资决策被认为与当前的高关税政策环境密切相关。特朗普政府实施的钢铁和铝进口关税，旨在重振美国制造业，而新冶炼厂的落地正是这一政策效应的显现。该工厂建成后将成为美国有史以来最大的原铝生产设施，将扩大关键矿物的国内供应，并重振美国在铝业领域的竞争力，从而对整个行业包括美国铝业(AA)形成显著利好。
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