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铝:区间震荡,氧化铝:横盘小涨,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-08-12 02:25

Report Industry Investment Rating - Aluminum: Range-bound oscillation [1] - Alumina: Slight sideways increase [1] - Cast aluminum alloy: Follow electrolytic aluminum [1] Core Viewpoints - The report provides updated fundamental data of aluminum, alumina, and cast aluminum alloy, including prices, trading volumes, open interests, spreads, premiums, processing fees, and inventory levels in both the futures and spot markets [1]. Summary by Relevant Catalogs Futures Market - Aluminum: The closing price of the SHFE aluminum main contract was 20,700, with a trading volume of 87,829 and an open interest of 215,510. The LME aluminum 3M closing price was 2,615, and the LME注销仓单 ratio was 2.99%. The spreads and arbitrage costs also showed certain changes [1]. - Alumina: The closing price of the SHFE alumina main contract was 3,182, with a trading volume of 172,884 and an open interest of 114,892. The spreads and arbitrage costs had corresponding fluctuations [1]. - Aluminum Alloy: The closing price of the aluminum alloy main contract was 20,135, with a trading volume of 1,008 and an open interest of 8,101. The spreads and other indicators changed as well [1]. Spot Market - Electrolytic Aluminum: The electrolytic aluminum enterprise profit was 3,911.96. The aluminum ingot social inventory was 571,000 tons, and the SHFE aluminum ingot warehouse receipts were 48,300 tons. The import and export profits and losses, processing fees, and other data had different degrees of change [1]. - Alumina: The average domestic alumina price was 3,274. The alumina enterprise profit in Shanxi was 291. The prices of imported bauxite from different regions also had certain trends [1]. - Aluminum Alloy: The theoretical profit of ADC12 was -166. The inventory of three locations totaled 31,345 [1]. Other Information - The trend intensities of aluminum, alumina, and aluminum alloy were all 0, indicating a neutral outlook [3]. - Trump's team is expanding the scope of candidates for the Fed Chair, and the final decision is expected to be announced this fall [3].