--- title: "由於中東地區的持續干擾，中國的鋁出口將激增" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/282777922.md" description: "中國鋁出口預計將因波斯灣的供應中斷而激增，該地區佔全球鋁產量的 9%。隨着國際價格處於高位，鋁產品的需求預計將上升，特別是在四月份。三月份的出口量較二月份增加了 13%，達到 485,000 噸。分析師預測，2024 年的年銷售量可能超過創紀錄的 670 萬噸。中國企業已準備好向海外客户供應，儘管不斷上漲的運輸成本和鎂合金的競爭可能帶來挑戰" 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) --- # 由於中東地區的持續干擾，中國的鋁出口將激增 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 ### 相關股票 - [02600.HK](https://longbridge.com/zh-HK/quote/02600.HK.md) - [601600.CN](https://longbridge.com/zh-HK/quote/601600.CN.md) - [516650.CN](https://longbridge.com/zh-HK/quote/516650.CN.md) - [159880.CN](https://longbridge.com/zh-HK/quote/159880.CN.md) - [159881.CN](https://longbridge.com/zh-HK/quote/159881.CN.md) - [512400.CN](https://longbridge.com/zh-HK/quote/512400.CN.md) - [159608.CN](https://longbridge.com/zh-HK/quote/159608.CN.md) - [159876.CN](https://longbridge.com/zh-HK/quote/159876.CN.md) - [561330.CN](https://longbridge.com/zh-HK/quote/561330.CN.md) - [159871.CN](https://longbridge.com/zh-HK/quote/159871.CN.md) ## 相關資訊與研究 - [《勝算在握》香港股票分析師協會鄧聲興：薦買建設銀行、中國鋁業](https://longbridge.com/zh-HK/news/283275702.md) - [中國鋁業首季盈利逾 55 億人幣升近 56%，收入增 5%](https://longbridge.com/zh-HK/news/283909425.md) - [金居再爆違約交割 2343 萬元 2 天合計逾 1.34 億元](https://longbridge.com/zh-HK/news/283684887.md) - [中國鋁業 (2600.HK) 指標死叉，行業面臨需求壓力](https://longbridge.com/zh-HK/news/283792079.md) - [花旗：對中國鋁業首季純利升 56% 重申為行業首選](https://longbridge.com/zh-HK/news/283940723.md)