--- title: "由於中東供應中斷，香港中國的鋁業股票上漲" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/277721805.md" description: "由於卡塔爾冶煉廠停產以及中東衝突升級，鋁價上漲，香港和中國的鋁股大幅上漲。中國鋁業的股價上漲了 6.1%，而中國宏橋和南山鋁業也實現了顯著漲幅。倫敦金屬交易所的三個月鋁合約上漲了 1.5%，達到每公噸 3,299.50 美元。衝突擾亂了能源供應和航運路線，引發了對全球鋁供應的擔憂，因為冶煉廠因能源短缺面臨生產停滯" datetime: "2026-03-04T04:13:21.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277721805.md) - [en](https://longbridge.com/en/news/277721805.md) - [zh-HK](https://longbridge.com/zh-HK/news/277721805.md) --- # 由於中東供應中斷，香港中國的鋁業股票上漲 By Megan Cheah Chinese and Hong Kong aluminum stocks rose, as prices of the metal extended overnight gains after a smelter in Qatar said it was halting operations. Aluminum Corp. of China's Hong Kong-listed shares rose as much as 6.1% to 14.85 Hong Kong dollars in Wednesday morning trading, equivalent to US$1.90. Its Shanghai-listed stock gained as much as 6.3%. China Hongqiao Group, which manufactures and sells aluminum products, gained as much as 4.85% in Hong Kong. Nanshan Aluminium added as much as 7.0% in Hong Kong, while Shandong Nanshan Aluminium rose up to 7.9% in Shanghai. The stocks have since pared gains, but are still around 2% to 6% higher. Elsewhere in Asia, South Korea's Namsun Aluminium rose as much as 15% to 1,347 won, equivalent to 91 U.S. cents, before giving up gains amid a broader market decline. The moves come as aluminum prices gained amid the escalating conflict in the Middle East, following a strike by the U.S. and Israel on Iran Saturday local time. The three-month aluminum contract on the London Metal Exchange climbed 1.5% to $3,299.50 a metric ton, extending the previous day's gains. The conflict has disrupted energy and industrial activity in the region, and has halted shipping through the Strait of Hormuz, a critical trade route. Smelters were forced to halt production as sources of energy were cut off. On Tuesday, Norwegian aluminum producer Norsk Hydro said it would fully shut its Qatari smelter by the end of the month, after its joint-venture partner stopped supplying gas amid attacks from Iran. A full restart of the plant could take up to a year, the company said. Countries in the Gulf Cooperation Council account for around 8% of global aluminum output, but the region produces only around 3% of global alumina and around 1% of bauxite, said ING commodities strategist Ewa Manthey. This leaves its smelters heavily reliant on imported raw materials, she said in a note. Extended disruption in the Strait of Hormuz would simultaneously choke alumina inflows and aluminum exports for Middle Eastern smelters, tightening global supply meaningfully. The duration of the disruption at the strait could determine how far aluminum prices and premiums ultimately move, she added. Write to Megan Cheah at megan.cheah@wsj.com (END) Dow Jones Newswires March 03, 2026 23:04 ET (04:04 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相關股票 - [06898.HK](https://longbridge.com/zh-HK/quote/06898.HK.md) - [512400.CN](https://longbridge.com/zh-HK/quote/512400.CN.md) - [01378.HK](https://longbridge.com/zh-HK/quote/01378.HK.md) - [516650.CN](https://longbridge.com/zh-HK/quote/516650.CN.md) - [561330.CN](https://longbridge.com/zh-HK/quote/561330.CN.md) - [601600.CN](https://longbridge.com/zh-HK/quote/601600.CN.md) - [02600.HK](https://longbridge.com/zh-HK/quote/02600.HK.md) - [600219.CN](https://longbridge.com/zh-HK/quote/600219.CN.md) - [560860.CN](https://longbridge.com/zh-HK/quote/560860.CN.md) - [02610.HK](https://longbridge.com/zh-HK/quote/02610.HK.md) ## 相關資訊與研究 - [《外資精點》花旗維持中國宏橋「買入」評級，目標價 48 元](https://longbridge.com/zh-HK/news/289134091.md) - [【確認評級】標普上調中鋁展望至「正面」](https://longbridge.com/zh-HK/news/288692969.md) - [中國宏橋︰2025 年可換股債券換股價調整至每股股份 18.44 元](https://longbridge.com/zh-HK/news/288393549.md) - [中國大陸 5 月擴大鋁出口以填補戰爭引發的全球缺口 原油進口大降至八年低點](https://longbridge.com/zh-HK/news/289203281.md) - [美國年內難減息 金價下跌累金礦股表現 招金曾見 1 年低位](https://longbridge.com/zh-HK/news/288989542.md)