Group 1 - The aluminum market is experiencing a significant price surge, with domestic and international prices reaching new highs, attracting investor attention [1][2] - The Shanghai aluminum price hit 24,335 yuan per ton, marking a 2.65% increase, while the London Metal Exchange (LME) aluminum price reached $3,115.5 per ton, the highest since April 2022 [1][2] - Concerns over potential supply shortages are driving the price increases, with production disruptions and rising demand contributing to a widening supply-demand gap [2][4] Group 2 - The current domestic aluminum inventory stands at 703,000 tons, which is higher than the same period last year, indicating some short-term supply security, but long-term pressures remain [2] - In the spot market, aluminum ingot prices have risen significantly, with average transaction prices increasing by 1,450 yuan to 23,910 yuan per ton, although the spread between spot and futures prices has widened [3] - The widening spread indicates a contradiction in the market, where strong demand coexists with caution from downstream enterprises regarding high prices [3][5] Group 3 - Short-term forecasts suggest that aluminum prices may continue to rise due to external factors such as geopolitical tensions and low overseas inventories [4] - The market is characterized by high volatility and significant disagreement among traders, which may lead to larger price fluctuations in the future [4] - Investors are advised to adopt a cautious approach, waiting for price corrections before entering the market to mitigate risks associated with high prices [6]
内外盘铝价齐飞,长江A00铝较节前大涨1450元/吨
Xin Lang Cai Jing·2026-01-06 05:03