节前废铝回收活动减少 铝合金价格震荡调整

Group 1 - The main contract for aluminum alloy futures closed at 22,040 yuan/ton, with a decline of 0.85%, reaching a high of 22,385 yuan/ton and a low of 21,875 yuan/ton during the session [1] - The inventory of recycled aluminum alloy ingots in major consumption areas decreased by 95 tons compared to the previous day, and by 837 tons compared to the previous Wednesday, indicating a continued destocking trend [2] - The weighted average total cost of the casting aluminum alloy (ADC12) industry in China increased by 1,502 yuan/ton to 22,534 yuan/ton from December 2025 to January 2026 [2] Group 2 - The waste aluminum market is experiencing a "price without market" situation due to high waste aluminum prices and reduced recycling activities ahead of the holiday, with expectations of price increases post-holiday [3] - Most recycled aluminum plants plan to suspend production from February 5 to 13, with a resumption mainly after the Lantern Festival, leading to an average shutdown period extended by about 2 days compared to last year [3] - Short-term demand is expected to weaken due to the holiday shutdown, while the new energy vehicle market shows a noticeable decline in consumption due to the transition period of subsidy policies, although long-term demand remains supported by long-term contracts in the new energy vehicle sector [3]