智通财经APP获悉,由于全球供应中断和中国需求强劲,导致铝冶炼厂主要原料市场持续收紧,上海氧化铝期货价格飙升至历史新高。周五,上海期货交易所的氧化铝价格一度飙升6.4%,至每吨4630元人民币(合约655美元),为该合约自2023年6月首次亮相以来的最高水平;西澳大利亚发货的价格攀升至每吨550美元,创下2021年以来的最高水平。受此消息提振,周五美股盘前,截至发稿,美国铝业(AA.US)涨近4%,世纪铝业(CENX.US)涨超4%。
过去一年,由于中国和澳大利亚的供应出现问题,铝价一直在上涨。最近铝价上涨也可能是受到几内亚供应中断报道的推动。几内亚是全球最大的铝土矿供应国之一,而铝土矿是氧化铝的主要原材料。研究机构Mysteel Global周五表示,几内亚一座矿山铝土矿的运输可能已经中断,但没有透露细节。
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