长江有色:19日氧化铝期价险守2500元 下游企业按需采购
Xin Lang Cai Jing·2025-12-19 09:11

Group 1 - The core viewpoint of the articles indicates that the alumina market is experiencing price fluctuations, with the main contract for alumina futures showing a decline due to various market pressures [1][2] - As of December 19, the main alumina futures contract (2601) closed at 2500 yuan, down 72 yuan or 2.8%, with a total trading volume of 450,396 contracts, a decrease of 102,839 contracts or 18.59% from the previous trading day [1] - Domestic spot prices for alumina have also decreased, with prices in different regions showing slight declines, indicating a bearish trend in the market [1] Group 2 - On a macroeconomic level, the weak inflation data from the US has led to expectations of a more accommodative monetary policy from the Federal Reserve, which initially boosted market sentiment and metal demand [2] - However, concerns over the accuracy of the data due to potential government shutdowns have created uncertainty, contributing to a stronger dollar index and increased short pressure on alumina futures [2] - Despite some production cuts from alumina plants, the overall supply remains excessive, with stable shipments from bauxite mines in Guinea and Australia, which are expected to support future bauxite arrivals [2]