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铝:区间震荡,氧化铝:震荡偏弱,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-08-05 02:35
  1. Report Industry Investment Ratings - Aluminum: Range-bound [1] - Alumina: Weakening in a fluctuating manner [1] - Cast aluminum alloy: Following the trend of electrolytic aluminum [1] 2. Core Viewpoints - The report provides a comprehensive update on the fundamental data of aluminum, alumina, and cast aluminum alloy, including prices, trading volumes, open interests, spreads, premiums, processing fees, and inventory levels, among other aspects. It presents the changes in these data compared to previous trading days, weeks, months, and quarters [1]. 3. Summary by Relevant Catalogs 3.1 Futures Market - Aluminum: The closing price of the SHFE aluminum main contract was 20,525, down 90 from the previous trading day; the LME aluminum 3M closing price was 2,570, down 2. Trading volumes and open interests showed various changes compared to different time - points in the past [1]. - Alumina: The closing price of the SHFE alumina main contract was 3,225, down 3 from the previous trading day. Trading volumes and open interests also had significant changes over different time intervals [1]. - Aluminum alloy: The closing price of the aluminum alloy main contract was 19,865, down 95 from the previous trading day. Trading volumes and open interests decreased compared to previous periods [1]. 3.2 Spot Market - Aluminum: The domestic aluminum ingot social inventory was 547,000 tons, an increase of 22,000 tons from the previous trading day. The SHFE aluminum ingot warehouse receipts were 46,600 tons, a decrease of 2,000 tons [1]. - Alumina: The domestic average alumina price was 3,274, with no change from the previous trading day [1]. - Aluminum alloy: The three - place inventory totaled 31,346, a decrease of 2,809 from the previous trading day [1]. 3.3 Cost and Profit - Electrolytic aluminum: The profit of electrolytic aluminum enterprises was 3,751.59, down 38.75 from the previous trading day. The import profit and loss of aluminum showed different changes in spot and 3M contracts [1]. - Aluminum alloy: The theoretical profit of ADC12 was - 249, with a certain change compared to the previous trading day [1]. 3.4 Premiums and Processing Fees - Premiums: The Shanghai Bonded Area Premium was 108, with no change from the previous trading day; the EU Rotterdam aluminum ingot Premium (MB) was 200.0, with no change [1]. - Processing Fees: The Foshan aluminum rod processing fee was 290, an increase of 10 from the previous trading day; the Shandong 1A60 aluminum rod processing fee was 150, with no change [1]. 3.5 Other Information - The trend intensities of aluminum, alumina, and aluminum alloy were all 0, indicating a neutral outlook [3].