Group 1: Report Industry Investment Rating - There is no clear report industry investment rating provided in the content [1][2] Group 2: Core View of the Report - The price fluctuations of aluminum are expected to converge, the price center of alumina will move downward, and the price of cast aluminum alloy will follow that of electrolytic aluminum [1] Group 3: Summary Based on Related Catalogs Futures Market - The closing price of the main contract of Shanghai Aluminum was 20,600, down 170 from the previous day; the closing price of the main contract of LME Aluminum 3M was 2,589, down 15 from the previous day; the closing price of the main contract of Shanghai Alumina was 3,171, down 34 from the previous day; and the closing price of the main contract of Aluminum Alloy was 20,090, down 75 from the previous day [1] - The trading volume and open interest of each contract showed different changes compared with previous trading days [1] Spot Market - The average domestic alumina price was 3,266, with a change of -4 compared to the previous day; the alumina price at Lianyungang's CIF was 3325 yuan/ton, with no change from the previous day [1] - The pre-baked anode market price was 5,502, with no change from the previous day; the Foshan aluminum rod processing fee was 300, up 70 from the previous day [1] Corporate Profit and Loss - The profit and loss of electrolytic aluminum enterprises was 3,819.66, down 152.30 from the previous day; the profit and loss of alumina enterprises in Shanxi was 280, down 10 from the previous day [1] - The theoretical profit of ADC12 was -107, up 11 from the previous day [1] Inventory - The domestic social inventory of aluminum ingots was 586,000 tons, up 15,000 tons from the previous day; the LME aluminum ingot inventory was 655,000 tons, up 3,000 tons from the previous day [1] - The total inventory of the three places for aluminum alloy was 31,653, up 10 from the previous day [1] Other Information - The U.S.-India trade agreement may still be uncertain, and the Trump administration has imposed tariffs on India [2] - The "sticky inflation" in the United States is accelerating again, which may affect the Fed's policy [2] - The trend intensity of aluminum is 0, alumina is -1, and aluminum alloy is 0 [2]
铝:波动收敛,氧化铝:重心下移,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-08-19 02:03