Report Summary 1. Industry Investment Ratings - Aluminum: The center of gravity is moving upward [1] - Alumina: Range-bound trading [1] - Cast aluminum alloy: Following the trend of electrolytic aluminum [1] 2. Core Views - The report updates the fundamental data of aluminum, alumina, and cast aluminum alloy, including prices, trading volumes, open interests, spreads, and inventories in both the futures and spot markets [1] - It also provides information on the trend strength of aluminum, alumina, and aluminum alloy, with values of 0, 1, and 0 respectively [3] 3. Summary by Related Catalogs Futures Market - Aluminum - The closing price of the Shanghai Aluminum main contract is 20,700 yuan, up 185 yuan from the previous trading day [1] - The trading volume is 138,934 lots, and the open interest is 255,633 lots [1] - Alumina - The closing price of the Shanghai Alumina main contract is 3,208 yuan, up 78 yuan from the previous trading day [1] - The trading volume is 513,954 lots, and the open interest is 244,546 lots [1] - Aluminum Alloy - The closing price of the aluminum alloy main contract is 19,940 yuan, up 110 yuan from the previous trading day [1] - The trading volume is 4,446 lots, and the open interest is 8,813 lots [1] Spot Market - Aluminum - The domestic social inventory of aluminum ingots is 455,000 tons, down 10,000 tons from the previous trading day [1] - The electrolytic aluminum enterprise profit and loss is 4,145.59 yuan [1] - Alumina - The average domestic alumina price is 3,163 yuan, up 15 yuan from the previous trading day [1] - The alumina enterprise profit and loss in Shanxi is 215 yuan [1] - Aluminum Alloy - The ADC12 theoretical profit is -407 yuan [1] - The three - place inventory total is 25,116 tons [1] Other Information - In the international trade news, Myanmar is seeking to cut tariffs with the US before the August "deadline", with the proposed tariff range from 0 - 10% for Myanmar on US goods and 10 - 20% for the US on Myanmar goods [3] - The trend strength of aluminum is 0, alumina is 1, and aluminum alloy is 0 [3]
铝:重心上移,氧化铝:区间震荡,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-07-11 02:11