世纪铝业（CENX）今日盘中股价大幅上涨14.28%，表现极为强劲。
消息面上，此次股价异动主要与全球铝供应紧张预期急剧升温有关。据报道，中东地区两家大型铝生产商——阿联酋环球铝业公司和巴林铝业公司近期遭到袭击，导致生产设施遭受严重破坏。这一事件加剧了市场对全球电解铝供应中断的担忧，推动伦敦金属交易所（LME）铝价飙升至四年新高。
分析指出，中东地区电解铝产能约占全球近9%，此次袭击事件可能导致全球潜在年产能减少150-200万吨，使得供应收紧趋势变得不可逆转。在库存处于低位且下游需求具备刚性的背景下，铝价获得强劲支撑，世纪铝业作为主要铝生产商，其股价因此受到市场资金的大力追捧。
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