市场多头情绪高燃助铸造铝大涨525元/吨，现货畏高限制交易表现

Group 1 - The core viewpoint of the articles indicates a bullish sentiment in the aluminum alloy market, driven by macroeconomic factors and policy changes, leading to a significant increase in aluminum prices [1][2] - The main contract for casting aluminum alloy rose to 23,340 yuan, an increase of 525 yuan or 2.30%, with a trading volume of 17,266 lots, down by 2,769 lots, and an open interest of 21,990 lots, up by 342 lots [1] - The average price for casting aluminum alloy ingots (A356.2) was reported at 26,200 yuan per ton, up by 600 yuan, while other grades also saw price increases, indicating a general upward trend in the market [1] Group 2 - On the supply side, both imported and domestic scrap aluminum supplies are tight, and tax adjustments have raised costs in some regions, providing strong support for aluminum prices [2] - Demand remains weak due to seasonal factors and year-end conditions, with alloy plant operating rates dropping to 58%, primarily due to environmental regulations and insufficient orders [2] - The overall market for casting aluminum is characterized by a balance of weak supply and demand, but strong cost support suggests prices will maintain a fluctuating trend in the short term [2]