供应端故事多有爆发 沪铝期货盘面将偏强运行

Group 1 - The domestic futures market for non-ferrous metals showed a positive trend, with Shanghai aluminum futures experiencing fluctuations, reaching a high of 22,980.00 yuan/ton and a low of 22,110.00 yuan/ton, with an increase of approximately 1.99% [1] - The Yunnan Provincial Committee of the Communist Party of China emphasized strengthening resource-based industries, particularly in aluminum, silicon, phosphorus, and precious metals, to enhance their position in the national supply chain [2] - Major aluminum producers have raised the premium for primary aluminum sold to Japanese buyers for January to March from an initial range of $190-203 per ton to $210-225 per ton [2] Group 2 - Analysts from Zhengxin Futures suggest that macroeconomic expectations and supply-side stories in the overseas non-ferrous sector will support a strong market, with aluminum prices expected to maintain a strong trend [3] - Dongzheng Futures predicts a tight balance in global aluminum supply and demand, recommending a strategy of buying on dips, with the price range for domestic electrolytic aluminum expected to be between 21,000 and 24,000 yuan/ton in 2026 [3] - Environmental regulations in regions like Luoyang and Gongyi have led to the suspension of operations in some local aluminum processing companies, resulting in a decline in spot demand, which is expected to gradually recover after the New Year holiday [2]