Group 1 - The core viewpoint of the articles indicates that aluminum prices are under significant pressure due to a combination of macroeconomic factors and supply-demand dynamics, leading to a notable decline in both domestic and international markets [1][2][3] Group 2 - In the international market, LME three-month aluminum prices fell to $2995.5 per ton, a decrease of $140 per ton or 4.50% from the previous trading day [1] - Domestic futures for Shanghai aluminum saw the main contract drop to 23035 yuan per ton, marking a decline of 2280 yuan or 9.01% from the previous settlement price [1] - The trading volume for the Shanghai aluminum main contract decreased by 340251 hands, while open interest fell by 46894 hands [1] Group 3 - The current supply side shows slight growth, with new electrolytic aluminum projects in China and Indonesia contributing to a steady increase in supply [2] - Demand is being negatively impacted by high aluminum prices, leading to reduced acceptance among end-users and a decline in operating rates for downstream processing enterprises to 59.4%, down 1.5 percentage points from the previous week [2] Group 4 - The overall sentiment in the global metal market is bearish, influenced by geopolitical tensions and concerns over potential U.S. government shutdowns, which have heightened risk aversion [3] - Despite short-term pressures, the long-term outlook for aluminum prices remains positive due to expected Fed rate cuts and growing demand in sectors such as energy storage, data centers, and electric vehicles [3]
长江有色:2日铝价暴跌 沪期铝封停9.01%至23035元/吨
Xin Lang Cai Jing·2026-02-02 07:44