--- title: "由于中东地区的持续干扰，中国的铝出口将激增" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/282777922.md" description: "中国铝出口预计将因波斯湾的供应中断而激增，该地区占全球铝产量的 9%。随着国际价格处于高位，铝产品的需求预计将上升，特别是在四月份。三月份的出口量较二月份增加了 13%，达到 485,000 吨。分析师预测，2024 年的年销售量可能超过创纪录的 670 万吨。中国企业已准备好向海外客户供应，尽管不断上涨的运输成本和镁合金的竞争可能带来挑战" datetime: "2026-04-15T03:35:24.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282777922.md) - [en](https://longbridge.com/en/news/282777922.md) - [zh-HK](https://longbridge.com/zh-HK/news/282777922.md) --- # 由于中东地区的持续干扰，中国的铝出口将激增 BEIJING – Chinese aluminum exports are expected to surge in coming months as buyers look for other sources of the metal to offset disruptions in the Persian Gulf. The conflict in Iran, now in its seventh week, has choked supply from a region that accounts for about 9 per cent of global output. China, the world’s biggest producer, is an obvious alternative. International prices are showing their biggest premium to the Chinese market since 2022, creating an opportunity for smelters at a time when local inventories of the metal have climbed to a six-year high. Overseas orders for aluminum products used in cars and packaging should see a noticeable increase in April, said Beijing Aladdiny Zhongying Business Consulting analyst Zhu Liangmin. Annual sales could match or exceed the record 6.7 million tonnes exported in 2024 due to the extra demand arising from the war, Aladdiny predicts. March exports of 485,000 tonnes were 13 per cent higher than February – suggesting the war may already be having an impact – although they were lower than the year before. Over the first quarter, exports hit 1.46 million tonnes, which is 6.5 per cent ahead of 2025’s pace. Exports are an important channel for soaking up record levels of output at a time when the domestic economy is slowing. Chinese firms have shown their readiness to step in with alternative supplies for overseas customers. The trading unit of Aluminum Corp of China Ltd issued a release on May 31 touting a sale to meet the “urgent procurement needs of a key customer in Thailand” for 510 tonnes of alloy, including a rare shipment of 10 tonnes by plane. Global clients are buying more semi-finished products from China, which could lead to a spike in exports in May and June, said Mr Zhang Meng, general manager at Shandong Aize Business Information Consulting Co. International traders are also exploring new ways of securing Chinese metal, potentially buying aluminum rod for remelting into general purpose ingots, the consultancy said in a note, although rising shipping costs because of the war could limit the trade. Chinese producers, meanwhile, are well positioned. Bloomberg Intelligence expects smelting profits to stay near all-time highs, although it said the increase in stockpiles is likely to cap local price increases. Another potential headwind domestically is the auto industry’s adoption of magnesium alloys, an even lighter alternative to aluminum for car parts. BLOOMBERG ### 相关股票 - [02600.HK](https://longbridge.com/zh-CN/quote/02600.HK.md) - [601600.CN](https://longbridge.com/zh-CN/quote/601600.CN.md) - [516650.CN](https://longbridge.com/zh-CN/quote/516650.CN.md) - [159880.CN](https://longbridge.com/zh-CN/quote/159880.CN.md) - [159881.CN](https://longbridge.com/zh-CN/quote/159881.CN.md) - [512400.CN](https://longbridge.com/zh-CN/quote/512400.CN.md) - [159608.CN](https://longbridge.com/zh-CN/quote/159608.CN.md) - [159876.CN](https://longbridge.com/zh-CN/quote/159876.CN.md) - [561330.CN](https://longbridge.com/zh-CN/quote/561330.CN.md) - [159871.CN](https://longbridge.com/zh-CN/quote/159871.CN.md) ## 相关资讯与研究 - [贝莱德增持中国铝业约 751.54 万股 每股作价约 12.77 港元](https://longbridge.com/zh-CN/news/282831912.md) - [花旗：开启中国铝业 30 日上行催化剂观察 目标价 15.94 港元](https://longbridge.com/zh-CN/news/282792469.md) - [瑞银：天齐锂业首季初步业绩胜预期，A 股目标价为 78.3 元](https://longbridge.com/zh-CN/news/283451321.md) - [博雷顿：博雷顿节能获 3800 万元增资 将聚焦于矿业相关业务](https://longbridge.com/zh-CN/news/283567608.md) - [天齐锂业：预计 2026 年第一季度净利润同比增长 1,530.31%～1,818.01%](https://longbridge.com/zh-CN/news/283334627.md)