智通财经APP获悉，铝业股早盘走高，截至发稿，中国宏桥(01378)涨4.58%，报15.06港元；中国铝业(02600)涨3.95%，报5.26港元；俄铝(00486)涨2.18%，报5.16港元。
消息面上，据生意社报道，消息人士透露，全球铝生产商本周寻求从日本买家处获取每吨245-260美元的溢价，用于4-6月原铝船货，较当前季度上涨7%-14%。据悉，日本是全球重要的铝进口国，每季度敲定的较伦敦金属交易所(LME )的原铝升水成为该地区的价格基准。
开源证券研究认为，2025年，国内产能基本见顶，海外产能中短期增量有限，全球原铝产量增长较为刚性。俄罗斯计划恢复对美出口铝或将加剧中国原铝供应紧张。摩根大通则表示，全球铝市场预计将在2025年出现超过60万吨的供应短缺，赤字基本面持续指向铝价将在2025年第四季度上涨至每吨2850美元。
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