沪铝继续上扬 突破24000关口【沪铝收盘评论】

Group 1 - The core viewpoint is that aluminum prices in Shanghai continue to rise, reaching a four-year high, driven by macroeconomic sentiment and concerns over tightening supply [1] - Recent geopolitical conflicts have heightened concerns about supply chain security and the stability of strategic resource supplies, leading to a bullish sentiment in the non-ferrous metals sector [1] - The theoretical import loss for aluminum ingots has narrowed from over 1900 yuan to around 1700 yuan, indicating a partial recovery in domestic prices compared to international trends [1] Group 2 - New Lake Futures indicates that there may be a rush to complete orders in the terminal market before the Spring Festival, but the overall consumption trend remains weak due to the seasonal downturn and rising aluminum prices [2] - Domestic aluminum production continues to show slight increases, while import volumes exhibit some volatility, resulting in a relatively stable supply situation [2] - Despite a strong bullish sentiment in the market, there are concerns that aluminum prices may be detached from the current fundamentals, posing a risk of potential price corrections [2]