铸造铝：成本支撑与需求疲软下的短期震荡

Group 1 - The core viewpoint of the articles indicates a downward trend in the casting aluminum alloy market, with significant price declines observed in both futures and spot markets [1][2] - The main contract for casting aluminum alloy closed at 23,155 yuan, down 385 yuan or 1.64%, with a trading volume of 18,793 lots, a decrease of 1,010 lots [1] - Spot prices for various casting aluminum alloys, such as A356.2 and A380, have also decreased by 300 yuan, with average prices reported at 26,100 yuan and 25,200 yuan per ton respectively [1] Group 2 - On the macroeconomic front, the Ministry of Finance announced a reduction in battery export tax rebates to 6% starting April 2026, leading to a preemptive "export rush" and a subsequent decrease in short-term buying momentum [2] - The raw material side shows strong prices for primary aluminum, but tight supply of imported and domestic scrap aluminum, along with tax adjustments, has increased costs in some regions, providing support for casting aluminum prices [2] - Demand remains weak due to seasonal factors and year-end influences, with alloy plants operating at only 58% capacity due to environmental controls and insufficient orders, particularly affecting the automotive sector's consumption of casting aluminum [2]