长江有色：16日铝价续跌 今日铝市略显有价无市
Xin Lang Cai Jing·2026-01-16 08:48

Group 1: Market Overview - LME aluminum prices showed a decline, with three-month contracts reported at $3124 per ton, down $46.5 per ton or 1.47% from the previous trading day [1] - Domestic futures for Shanghai aluminum main contract 2603 experienced a drop, closing at 23925 yuan per ton, down 540 yuan or 2.21% [1] - The trading volume for Shanghai aluminum main contract decreased by 106057 lots, with open interest down by 12932 lots [1] Group 2: Domestic Market Conditions - In the spot market, prices in the Yangtze River region ranged from 24000 to 24040 yuan per ton, down 170 yuan, with a slight change in discount levels [1] - Guangdong's spot prices were reported between 24025 and 24075 yuan per ton, down 180 yuan, with a minor increase in discount levels [1] - Shanghai region prices were between 23990 and 24030 yuan per ton, also down 170 yuan, maintaining similar discount levels [1] Group 3: Macro and Industry Insights - The macroeconomic environment shows increased risk aversion, with the US dollar index slightly retreating to around 99.33, supported by unexpected declines in initial jobless claims [2] - China's automotive industry has seen significant growth, with production and sales exceeding 30 million units for three consecutive years, and revenue surpassing 1 trillion yuan [2] - The Ministry of Industry and Information Technology released guidelines for the recycling and comprehensive utilization of used power batteries for new energy vehicles, effective from April 1, 2026 [2] Group 4: Supply and Demand Dynamics - Xinjiang's delivery profits have re-emerged, potentially adding pressure to the market, while the end of pandemic controls and the cancellation of export tax rebates may support export activities [3] - Domestic aluminum downstream processing rates have shown a slight increase of 0.25 percentage points to 60.5%, influenced by pre-holiday inventory demands [3] - The market experienced a mixed atmosphere, with initial attempts to maintain prices followed by a decline in trading activity as prices fell [3][4]