Ruida Futures(SZ:002961) Jin Tou Wang·2026-01-30 06:13Group 1 - The domestic futures market for non-ferrous metals showed a mixed performance, with casting aluminum alloy futures experiencing a downward trend, closing at 23,110.0 yuan/ton, a decrease of 3.04% [1] - The Shanghai Futures Exchange announced adjustments to the price limit for casting aluminum alloy futures to 7% and modified the margin requirements for maintaining positions to 8% and for general positions to 9%, effective from January 30, 2026 [2] - Supply side analysis indicates tight supply of scrap aluminum, with stable prices and an increase in imported raw materials entering the domestic market, while pre-holiday stocking demands from some enterprises are providing strong support for aluminum alloy prices [2] Group 2 - Demand side analysis reveals that due to the off-season impact, downstream die-casting enterprises have seen limited increases in actual orders, primarily focusing on replenishing essential stock and managing inventory, with insufficient stocking willingness due to high aluminum prices [2] - Future market outlook suggests that while costs for casting aluminum alloys have significantly retreated, the ongoing supply disruptions and seasonal tightness in raw material supply are expected to provide strong short-term price support [2]