金吾财讯 | 美股铝板块盘初走强，美国铝业公司 (AA) 涨 4.91%，世纪铝业 (CENX) 涨 4.03%，Constellium (CSTM) 涨 4.09%，凯撒铝业 (KALU) 涨 1.68%。
消息面上，受中东冲突扰乱全球供应链影响，美国铝市价格持续走高。力拓（RIO）、世纪铝业（CENX）近日将关键半成品铝产品溢价上调约 12%，铝坯溢价每磅涨 3 美分（约每吨 110 美元）。力拓同时推动客户签订高价多年期合同，两家公司均未置评。
波斯湾地区占美国铝进口近五分之一，供应受阻迫使买家转向本土高价市场，叠加美国 50% 进口铝关税，价格压力加剧。自 2 月底冲突爆发，铝价累涨超 10%，美国中西部溢价达每磅 1.1325 美元历史高位。
因美伊达成两周停火、霍尔木兹海峡将重开，市场预期缓和，周三 LME 铝期货跌约 1% 至 3443 美元 / 吨。美国铝业协会称，企业正调整供应链应对供应不确定性。
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