霍尔木兹海峡关闭引爆铝市!美伊战争如何重塑铝投资逻辑?中国的铝业公司迎来高光时刻?

派大星蓝
Mar 03

中东战火点燃全球铝供应链,700万吨产能命悬一线,中国铝业却在这场危机中意外成为最大赢家。2026年2月28日,美国和以色列对伊朗发动代号“史诗怒火”和“咆哮的狮子”的联合军事行动,伊朗随即宣布关闭霍尔木兹海峡。大多数人的目光关注在石油和黄金上面,因为中东在人们眼中是和石油画等号的,而黄金作为避险资产,在地缘局势恶化时,必将受到资本追捧。但是,霍尔木兹海峡关闭,也会重述电解铝投资逻辑。供应链危机...

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