中信证券：供给扰动抬头或将推动价格超预期上涨，继续看好铝板块投资机会

Core Viewpoint - The report from CITIC Securities highlights the recent attacks on EGA and Alba's aluminum plants, affecting a total capacity of 3.1 million tons per year, with the impact still unclear [1] Group 1: Supply Disruptions - The Middle East region is experiencing increased supply disruption risks, following a previous reduction of 560,000 tons per year [1] - The rising energy costs in Europe are also contributing to supply disruption risks that warrant attention [1] Group 2: Market Outlook - The long-term supply and demand fundamentals in the aluminum industry remain solid [1] - The increase in supply disruptions may lead to prices rising beyond expectations, indicating a positive outlook for investment opportunities in the aluminum sector [1]