铸造铝合金价格延续偏强格局，现货成交热度不减

Group 1 - The core viewpoint of the articles indicates that the aluminum alloy market is experiencing fluctuations, with the main contract for casting aluminum alloy showing a slight increase in price, supported by macroeconomic factors and supply-demand dynamics [1][2] Group 2 - The main contract for casting aluminum alloy closed at 23,035 yuan, up 160 yuan, with a trading volume of 19,559 lots, an increase of 1,289 lots, and an open interest of 20,618 lots, up 456 lots [1] - The prices for various aluminum alloys have increased, with A356.2 averaging 25,700 yuan/ton, A380 at 24,900 yuan/ton, ADC12 at 23,400 yuan/ton, ZL102 at 25,100 yuan/ton, and ZLD104 at 25,000 yuan/ton, each rising by 200 yuan [1] - The macroeconomic environment suggests that the uncertainty in U.S. politics and the anticipated interest rate cuts by the Federal Reserve could drive aluminum prices higher, while geopolitical tensions are raising concerns over strategic resource competition [1] - The supply of scrap aluminum remains tight, and rising copper and aluminum prices are pushing up the cost of recycled aluminum, providing support for casting aluminum futures prices [2] - The industry is entering a seasonal consumption lull, with alloy plant operating rates declining and automotive sector demand weakening, leading to reduced procurement needs for casting aluminum [2] - Despite the seasonal decline in demand, the cost support remains firm, and with increased open interest and capital inflow, casting aluminum is expected to maintain a strong position [2]