库存快速拉高 预计铸造铝合金价格上方阻力较大

Group 1 - The main contract for casting aluminum alloy futures experienced a weak fluctuation, with a minimum drop to 19,700.0 yuan and a current price of 19,745.0 yuan, reflecting a decline of 1.18% [1] - Various institutions have expressed concerns about the upward price potential of casting aluminum alloys, citing significant resistance levels [1][2][3] - The cost side shows that the price of scrap aluminum remains strong, while industrial silicon prices have increased and copper prices have decreased, leading to a slight improvement in production profits for aluminum alloy companies [1] Group 2 - The supply of scrap aluminum is tight, resulting in raw material shortages for recycling aluminum plants, which has led to increased production costs and a shift from profit to loss for some companies [2] - The manufacturing sector is experiencing a notable decline in order growth, contributing to weak demand during the off-season [2] - The inventory of casting aluminum alloys is rising rapidly, with recommendations to short-sell in the range of 19,800 to 20,000 yuan due to limited upward price potential [3]