Ruida Futures(SZ:002961) Jin Tou Wang·2026-01-06 07:02Group 1 - The domestic futures market for non-ferrous metals, particularly casting aluminum alloy, is experiencing a collective upward trend, with the main contract opening at 22,490.0 CNY/ton and reaching a high of 23,060.0 CNY, reflecting an increase of approximately 2.14% [1] - The market for casting aluminum alloy is showing a strong upward trend, supported by high aluminum prices and the implementation of the "Two New" policy in 2026, which has led to a slight increase in scrap aluminum prices, thereby strengthening the cost support for aluminum alloy [2] - Environmental policies and tight raw material supply are putting pressure on production costs, potentially leading to a reduction in output, while demand is weakening due to seasonal factors, resulting in a subdued market for spot transactions [2] Group 2 - The recycled aluminum alloy market is facing weak consumption, with prices rising but downstream die-casting enterprises struggling to accept these increases, leading to a decline in demand [3] - The operating rates of recycled aluminum alloy enterprises remain stable, but there is an accumulation of finished product inventory, indicating a mismatch between supply and demand [3] - The price of recycled aluminum alloy is expected to follow the trend of aluminum prices in the short term, with a recommendation for cautious trading strategies [3]