Core Viewpoint - The aluminum market is experiencing a positive macro narrative, with aluminum prices reaching historical highs and maintaining high-level fluctuations after the New Year [1] Group 1: Price Movement - As of January 15, the A00 spot aluminum price is 24,190 yuan/ton, reflecting a 7.75% increase compared to the end of last year [1] - The price surge is attributed to a rotation of funds into aluminum, increased circulation attributes of aluminum resources, and favorable geopolitical changes affecting the international distribution of base metal resources [1] Group 2: Market Dynamics - Despite the high prices, there is limited negative feedback on demand, and some market participants are replenishing stocks at lower prices, reinforcing market confidence in support levels [1] - The aluminum price has once again broken through historical highs and is currently undergoing high-level adjustments, with market sentiment still providing support [1]
电解铝：宏观叙事积极 铝价刷新历史高位后高位震荡
Sou Hu Cai Jing·2026-01-16 04:16