港股异动 | 铝业股集体上扬中东局势升级引发电解铝供应链稳定性担忧

智通财经03-04

智通财经APP获悉，铝业股集体上扬，截至发稿，南山铝业国际(02610)涨5.69%，报66.9港元；中国铝业(02600)涨4.15%，报14.57港元；创新实业(02788)涨3.26%，报24.7港元；中国宏桥(01378)涨3.11%，报37.84港元。消息面上，2月28日以来，中东局势持续升级，引发市场对中东电解铝产区供应链稳定性的担忧。中信建投指出，当前中东地区紧张的军事局势，正在威胁...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2616301103?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-03-04 09:56","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2616301103","market":"us","top_or_hot":-1,"title":"港股异动 | 铝业股集体上扬 中东局势升级引发电解铝供应链稳定性担忧","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，铝业股集体上扬，截至发稿，南山铝业国际(02610)涨5.69%，报66.9港元；中国铝业(02600)涨4.15%，报14.57港元；创新实业(02788)涨3.26%，报24.7港元；中国宏桥(01378)涨3.11%，报37.84港元。消息面上，2月28日以来，中东局势持续升级，引发市场对中东电解铝产区供应链稳定性的担忧。中信建投指出，当前中东地区紧张的军事局势，正在威胁...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1409784.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 铝业股集体上扬 中东局势升级引发电解铝供应链稳定性担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 铝业股集体上扬 中东局势升级引发电解铝供应链稳定性担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-04 09:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1409784.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，铝业股集体上扬，截至发稿，南山铝业国际(02610)涨5.69%，报66.9港元；中国铝业(02600)涨4.15%，报14.57港元；创新实业(02788)涨3.26%，报24.7港元；中国宏桥(01378)涨3.11%，报37.84港元。消息面上，2月28日以来，中东局势持续升级，引发市场对中东电解铝产区供应链稳定性的担忧。中信建投指出，当前中东地区紧张的军事局势，正在威胁...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1409784.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"02788","symbol_name":"创新实业","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1409784.html","article_id":"2616301103","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2616301103","pubTimestamp":1772589406,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"消息面上，2月28日以来，中东局势持续升级，引发市场对中东电解铝产区供应链稳定性的担忧。中信建投指出，当前中东地区紧张的军事局势，正在威胁全球铝供应链。报告指出，中东六国拥有约700万吨电解铝产能，特别是伊朗近80万吨产能，其原料输入和成品输出正面临双向威胁。高盛则认为，中东局势推高的能源价格，也将通过成本曲线对全球铝冶炼盈利能力产生传导效应。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"601600":"中国铝业","02788":"创新实业","LU1719994722.HKD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (HKD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0702159699.USD":"FIDELITY ASIAN SMALLER COMPANIES \"A\" (USD) ACC","LU1166156734.SGD":"Fidelity Asian Smaller Companies A-ACC-SGD","SG9999001093.SGD":"United Greater China Fund A Acc SGD","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","BK1568":"钢铁金属股","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","BK1170":"电子元件","BK1513":"稀土概念","BK1592":"有色金属","LU0359201612.USD":"贝莱德中国基金A2","LU0287142896.SGD":"Fidelity China Focus A-SGD","BK4585":"ETF&股票定投概念","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1594":"碳中和概念股","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","01378":"中国宏桥","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU0737861699.HKD":"FIDELITY CHINA FOCUS \"A \" (HKD) ACC","02610":"南山铝业国际","LU0173614495.USD":"富达中国焦点A","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","02600":"中国铝业","LU1224709979.USD":"FIDELITY CHINA FOCUS \"A\" (USD) ACC","BK4588":"碎股","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1500":"做空集合股","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","BK1175":"铝"},"translate_title":"Changes in Hong Kong stocks | Aluminum stocks collectively rose, and the escalation of the situation in the Middle East caused concerns about the stability of the electrolytic aluminum supply chain","themeId":"38619a69709706205395db82b3c33330","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601600":1.93,"02788":1.91,"02600":1.93,"02610":1.93,"01378":1.91},"content_text":"智通财经APP获悉，铝业股集体上扬，截至发稿，南山铝业国际(02610)涨5.69%，报66.9港元；中国铝业(02600)涨4.15%，报14.57港元；创新实业(02788)涨3.26%，报24.7港元；中国宏桥(01378)涨3.11%，报37.84港元。消息面上，2月28日以来，中东局势持续升级，引发市场对中东电解铝产区供应链稳定性的担忧。中信建投指出，当前中东地区紧张的军事局势，正在威胁全球铝供应链。报告指出，中东六国拥有约700万吨电解铝产能，特别是伊朗近80万吨产能，其原料输入和成品输出正面临双向威胁。在全球铝库存整体抗冲击能力不强的背景下，铝价趋于上涨。花旗指出，铝冶炼厂通常会维持约一到两周的氧化铝库存——在物流条件更为脆弱的地区，库存周期可能更长——这在一定程度上限制了短期内对生产造成的直接风险。该行表示，战争风险保费上升、运费维持高位，以及来自海湾地区的额外航运延误，是当前阶段最有可能出现的近期影响。高盛则认为，中东局势推高的能源价格，也将通过成本曲线对全球铝冶炼盈利能力产生传导效应。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.40.0","shortVersion":"4.40.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2616301103","isCrawlerRequest":true}

港股异动 | 铝业股集体上扬 中东局势升级引发电解铝供应链稳定性担忧

精彩评论

港股异动 | 铝业股集体上扬中东局势升级引发电解铝供应链稳定性担忧