异动解读 | 美国铝业盘前大跌5.03%,日本铝溢价下降20%或为主因

异动解读
Oct 24, 2025

美国铝业(AA)今日盘前股价大跌5.03%,引发市场关注。这一跌幅可能与最新公布的日本第四季度铝溢价有关。

据消息人士透露,日本买家已同意支付每吨86美元的铝溢价,用于10月至12月的船运。这一数字比第三季度下降了20%,反映出亚洲地区铝需求的持续疲软。日本作为亚洲主要的铝进口国,其溢价水平通常被视为该地区铝市场的晴雨表。

分析人士指出,日本铝溢价的大幅下降可能对全球铝价格产生负面影响,进而影响到包括美国铝业在内的主要铝生产商的盈利预期。此外,消息还显示,日本国内需求低迷,特别是建筑材料领域,同时高库存也给价格带来压力。这些因素共同暗示了全球铝市场可能面临的需求疲软,这无疑会对美国铝业的业务前景造成影响,从而导致其股价在盘前交易中出现明显下跌。

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