中国铝业（02600）今日盘中股价大幅上涨5.27%，表现强劲。
消息面上，公司此前发布的2025年度业绩报告显示，其归母净利润同比增长2.25%，业绩保持稳健增长。与此同时，行业层面传来重大利好，中东地区两大铝生产商——阿联酋环球铝业和巴林铝业的设施近日遭遇袭击，导致当地产能削减，并引发市场对全球铝供应紧张的担忧。受此影响，国际铝价应声上涨，伦敦金属交易所铝价升至高位，创下19年来的最高升水水平。作为全球重要的铝业企业，中国铝业直接受益于铝价上涨的预期。
分析指出，铝供应收紧可能推高下游制造业成本，而中国铝业等龙头企业凭借其产能和规模优势，有望在铝价上行周期中获益。公司业绩的稳健表现与行业基本面的积极变化共同提振了市场信心，推动了股价上涨。
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