Ruida Futures(SZ:002961) Jin Tou Wang·2025-09-18 06:06Core Viewpoint - The main contract for casting aluminum alloy futures is experiencing a weak fluctuation, with a current price of 20,310.0 yuan, reflecting a decline of 1.00% [1] Group 1: Market Analysis - New Lake Futures indicates that the price of casting aluminum alloy continues to follow the aluminum price trend [2] - The domestic automotive market is generally recovering, primarily driven by new energy vehicles, but the consumption of recycled casting aluminum alloy is not significantly improving [2] - The supply side shows a slight decrease in the operating rate of some recycled aluminum alloy enterprises, with production remaining stable but slightly declining; however, ADC12 inventory remains high [2] Group 2: Supply and Demand Dynamics - The overall supply and demand fundamentals lack strong drivers in the short term, leading to casting aluminum alloy prices continuing to follow aluminum prices [2] - According to Ruida Futures, the tight supply of raw materials, particularly scrap aluminum, is supporting the cost of casting aluminum [3] - The demand side is seeing a gradual improvement in the operating conditions of downstream die-casting plants, but due to high aluminum inventory, downstream purchasing demand is mainly for essential needs, resulting in a relatively flat transaction situation in the spot market [3] Group 3: Trading Recommendations - New Lake Futures suggests a bullish approach to corrections in the market [2] - Ruida Futures recommends light position trading with a focus on controlling rhythm and trading risks [3]