智通财经APP获悉，铝业股集体走高，截至发稿，创新实业(02788)涨6.21%，报20.02港元；中国铝业(02600)涨6.09%，报10.45港元；南山铝业国际(02610)涨5.38%，报32.5港元；中国宏桥(01378)涨2.39%，报27.44港元。
中泰证券发布研报称，虽然美伊冲突深刻改变了电解铝行业中期供需格局，但由于冲突前中东生产的铝材刚运抵美国，铝真实的供需矛盾被库存掩盖。进入6月，除沪伦价差、LME铝现货升水外，LME铝库存已跌破35万吨，创下近二十年低位，均表明欧洲市场铝供需持续趋紧。
该行指出，截止5月28日95美元/吨的LME铝现货升水或创自2007年1月25日以来近20年新高。海关总署数据同样证实我国4月铝出口已呈现明显增长，国内电解铝及铝加工企业出口或迎量价齐升，中期看好出口需求增长下国内铝产业链的投资机会。
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