铝价突破2.5万元/吨创纪录，下游订单推动电解铝企业满产运行

Group 1 - The core point of the article is the significant rise in aluminum prices since November last year, with the Shanghai aluminum futures contract price surpassing 25,000 yuan/ton for the first time on January 13, marking a historical record [1] - The current production capacity of an aluminum processing enterprise in Kunming, Yunnan, is 3.08 million tons per year, with a daily output of approximately 3,500 tons of aluminum ingots [3] - The aluminum processing company is operating at full capacity, with a noticeable increase in order delivery, and products are shipped on the same day they are produced [5] Group 2 - The current spot aluminum prices remain high, and companies are working overtime to meet orders, ensuring product delivery before and after the Spring Festival [7] - An aluminum trader from Anhui noted that the annual price increase for aluminum used to be around 5%, but it has now reached a new high, prompting a more cautious approach to inventory [9] - The trader mentioned that during the initial price increase, many were hesitant to stock up, but strong downstream demand has led to high turnover rates, with daily shipments exceeding 100 tons [11] Group 3 - As of February 5, 2026, the Shanghai aluminum futures closed at 23,455 yuan/ton, a rise of approximately 7.94% from 21,730 yuan/ton in early December 2025, while London aluminum surged from 2,800 USD/ton to 3,059 USD/ton, marking a 9.25% increase [13] - Analysts indicate that the domestic electrolytic aluminum price is showing a trend of oscillating upward, with a strong performance continuing into 2026, despite short-term corrections, as the supply-demand balance remains tight [15]