长江有色:22日氧化铝期价跌超1% 市场接货需求不足
Xin Lang Cai Jing·2025-12-22 09:05

Group 1 - The core viewpoint of the articles indicates a continued weak trend in alumina prices, with the main contract closing at 2498 yuan, down 26 yuan or 1.03% [1] - The trading volume for the main contract decreased by 5,874 contracts, reflecting a drop of 1.30% compared to the previous trading day, while open interest increased by 9,237 contracts, up 1.42% [1] - Domestic spot prices for alumina have also declined, with prices in various regions showing decreases ranging from 10 to 30 yuan per ton [1] Group 2 - On the supply side, while northern mines are gradually resuming production, the stability of supply remains poor, and domestic ore inventories are at low levels [2] - The opening of the import window has led to increased supply pressure, with domestic alumina inventories continuing to rise, indicating a significant burden on the market [2] - Demand from the northwest electrolytic aluminum plants has decreased due to high inventories, leading to a drop in purchasing willingness for spot alumina [2]