Report Industry Investment Rating - Aluminum: Range-bound oscillation [1] - Alumina: Moving downward [1] - Cast aluminum alloy: Following electrolytic aluminum [1] Core Viewpoints - The U.S. Department of Commerce officially announced on Tuesday that 407 types of steel and aluminum derivative products, including wind turbines, would be included in the tariff list, which is a strategic change in the regulatory method for steel and aluminum derivative products [3] - The trend strength of aluminum is 0, alumina is -1, and aluminum alloy is 0 [3] Summary by Related Catalogs Futures Market - The closing price of the main SHFE aluminum contract is 20,545, down 55 from T - 1, 190 from T - 5, 150 from T - 22, and 32 from T - 66 [1] - The closing price of the main SHFE alumina contract is 3,120, down 51 from T - 1, 188 from T - 5, and 391 from T - 66 [1] - The closing price of the main aluminum alloy contract is 20,095, down 45 from T - 1 [1] Spot Market - The domestic social inventory of aluminum ingots is 586,000 tons, unchanged from T - 1, up 15,000 tons from T - 5, up 131,000 tons from T - 22, and down 63,000 tons from T - 66 [1] - The average domestic alumina price is 3,264, down 2 from T - 1, 9 from T - 5, up 78 from T - 22, and up 364 from T - 66 [1] - The theoretical profit of ADC12 is -114, down 7 from T - 1, unchanged from T - 5, up 235 from T - 22, and up 150 from T - 66 [1] Cost and Profit - The electrolytic aluminum enterprise profit and loss is 47.22, down 351.44 from T - 1, up 391.04 from T - 5, up 3,866.88 from T - 22, and down 35.08 from T - 66 [1] - The alumina enterprise profit and loss in Shanxi is 275, down 5 from T - 1, down 17 from T - 5, up 341 from T - 22, and up 50 from T - 66 [1] - The theoretical profit of ADC12 is -114, down 7 from T - 1, unchanged from T - 5, up 235 from T - 22, and up 150 from T - 66 [1]
铝:区间震荡,氧化铝:重心下移,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-08-20 02:35