宏观环境乐观，铸造铝期价高位上探

Group 1 - The core viewpoint indicates that the futures price of casting aluminum alloy is experiencing an upward trend, with the main contract closing at 21,390 yuan, an increase of 130 yuan or 0.61% [1] - The trading volume for the day reached 12,844 lots, an increase of 6,338 lots, while the open interest decreased by 6,516 lots to 7,203 lots [1] - The spot prices for various casting aluminum alloys have also risen, with A356.2 averaging 23,600 yuan per ton, A380 at 23,200 yuan per ton, ADC12 at 21,900 yuan per ton, ZL102 at 23,000 yuan per ton, and ZLD104 at 22,900 yuan per ton, all showing increases of 100 to 200 yuan [1] Group 2 - The macroeconomic environment is optimistic, with expectations of continued loose monetary policy following the potential announcement of a new Federal Reserve chair by Trump in early January [2] - The dollar index has fallen below 98, which has positively impacted the metal market, while the strong appreciation of the RMB has further boosted market sentiment [2] - The casting aluminum industry is experiencing tight supply of scrap aluminum, which, along with tax adjustments, is putting upward pressure on costs, while demand remains resilient with increased raw material stocking by recycled aluminum enterprises [2] Group 3 - Overall, the casting aluminum supply and demand fundamentals are healthy, and prices are expected to maintain a high-level oscillation in the short term [3]