周一盘中，俄铝（00486）股价大幅上涨，涨幅高达10.23%，引发市场广泛关注。截至发稿时，该股报价4.65港元，成交额达801.02万港元。
消息面上，据上海有色网报道，俄铝近日宣布将于2026年1月1日停止伊尔库茨克克里姆尼硅厂（Kremniy）的运营。这一决定反映了俄罗斯工业基地面临的日益增长的压力。公司表示，由于需求枯竭以及进口硅削弱了国内价格，同时海外产量持续攀升，该工厂将被闲置。俄铝已向地区当局通报了停产情况，并希望在应对相关社会影响方面获得支持。
值得注意的是，俄铝的另一家硅工厂——乌拉尔硅厂将继续运营，但负荷有所降低。这一系列举措被市场解读为公司正在积极优化资产结构，提高运营效率，这可能是推动股价上涨的主要原因。投资者似乎认为，这一战略调整将有助于俄铝在当前充满挑战的市场环境中提升竞争力和盈利能力。
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