智通财经APP获悉，铝业股延续涨势，截至发稿，中国宏桥(01378)涨4.21%，报39.1港元；中国铝业(02600)涨3.93%，报12.7港元；创新实业(02788)涨3.73%，报31.7港元；南山铝业国际(02610)涨2.04%，报46.1港元。
消息面上，在美军开始对进出霍尔木兹海峡的船只进行阻截后，伦敦铝价跃升至四年来的最高水平。截至周一收盘，LME期铝收涨109美元，报3608美元/吨。与此同时，有数据显示，盘中现货铝价相对期货进一步走强，现货溢价一度较上周五飙升43%，达到每吨95.50美元，这一行情表明买家正争相寻求即时交付，并寻找替代供应来源。
摩根大通表示，受中东地区供应减少240万吨的影响，预计2026年原铝缺口将达190万吨。维持基准观点，认为现货铝价在未来几个月内仍有上行潜力，有望达到每吨4000美元及以上。
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