Group 1 - The core viewpoint of the article highlights a significant increase in aluminum prices, with SMM A00 aluminum rising by 160 yuan/ton to 22,030 yuan/ton, and ADC12 prices increasing by 150 yuan/ton to 21,950 yuan/ton due to tight raw material supply and rising demand for recycled aluminum [1] - The price of copper has reached a new high of 94,690 yuan/ton, which has positively influenced the prices of aluminum scrap and high-copper-content alloy ingots [1] - Despite the cost support and tightening supply reinforcing the price floor, the demand side is showing signs of weakness, leading to a subdued overall market transaction performance [1] Group 2 - The current overseas ADC12 price remains stable at 2,630–2,650 USD/ton, and the rise in domestic prices along with a stronger yuan has led to an improvement in the import profit margin, indicating that the theoretical import window has opened [1] - The market is expected to see ADC12 prices maintain a high-level fluctuation in the short term due to the combination of cost support and supply constraints, while demand slowdown and high aluminum prices are suppressing downstream purchasing intentions [1]
铝价抬升原料紧，ADC12高位震荡或进口
Xin Lang Cai Jing·2025-12-24 12:16