铝：高位震荡，氧化铝：情绪回落，铸造铝合金：跟随电解铝

Group 1: Report Industry Investment Ratings - Aluminum: High-level shock [1] - Alumina: Sentiment decline [1] - Cast aluminum alloy: Follow electrolytic aluminum [1] Group 2: Core Views of the Report - The report updates the fundamental data of aluminum, alumina, and cast aluminum alloy, including futures market prices, spreads, inventory, and enterprise profitability [1] - The U.S. Treasury Department expects to borrow nearly $1.01 trillion in the third quarter, an 82% increase, and accelerate bond issuance after the debt ceiling is raised [2] - The trend intensities of aluminum, alumina, and aluminum alloy are all 0, indicating a neutral view [2] Group 3: Summary by Relevant Catalogs Futures Market - The closing price of the main Shanghai aluminum contract is 20,615, down 145 from the previous trading day [1] - The closing price of the LME aluminum 3M contract is 2,631, unchanged from the previous trading day [1] - The closing price of the main Shanghai alumina contract at night is 3,260 [1] - The closing price of the main aluminum alloy contract at night is 20,055 [1] Spot Market - The domestic aluminum ingot social inventory is 514,000 tons, an increase of 20,000 tons from the previous trading day [1] - The domestic average alumina price is 3,261 [1] - The FOB price of Australian alumina is $380 per ton, unchanged from the previous trading day [1] Enterprise Profitability - The profit of electrolytic aluminum enterprises is 3,919.40, down 120.00 from the previous trading day [1] - The theoretical profit of ADC12 is -415, down 64 from the previous trading day [1] - The export profit of aluminum sheets and coils is 1,937.40, down 123.37 from the previous trading day [1]