Report Industry Investment Rating - Aluminum: Range-bound trading [1] - Alumina: Obvious supply surplus [1] - Cast aluminum alloy: Range-bound trading [1] Core Viewpoints - The report updates the fundamental data of aluminum, alumina, and cast aluminum alloy, and provides price, volume, spread, cost, and other data for different reference time points [1]. - The EU is promoting the implementation of the EU - US agreement, with legislative proposals to cancel some tariffs on US products and potentially reduce automobile tariffs to 15% [3]. - The trend intensities of aluminum, alumina, and aluminum alloy are 0, -1, and 0 respectively [3]. Summary by Related Content Futures Market - For aluminum futures, the closing price of the Shanghai aluminum main contract is 20,750, with changes of 475, -60, 160, -150 compared to T - 1, T - 5, T - 22, T - 66 respectively; the LME aluminum 3M closing price is 2,607, with corresponding changes of 3, 14, -45, 85 [1]. - For alumina futures, the closing price of the Shanghai alumina main contract is 3,063, with changes of 17, -450, 118, -61 compared to T - 1, T - 5, T - 22, T - 66 respectively [1]. - For aluminum alloy futures, the closing price of the main contract is 20,350 (previous data), with a change of -15 compared to a certain reference point [1]. Spot Market - The spot premium and discount of aluminum is -20, with changes of 0, -40, -90, -40 compared to T - 1, T - 5, T - 22, T - 66 respectively; the Shanghai bonded area Premium is 8, with corresponding changes of 0, 0, -15, -73 [1]. - The average domestic alumina price is 3,229, with changes of -8, -34, -6, 278 compared to T - 1, T - 5, T - 22, T - 66 respectively [1]. - The price of ADC12 in Baotai is 20,300, with changes of 0, 500, 500 compared to some reference points [1]. Other Information - The EU Commission has proposed two legislative proposals to cancel some US industrial product tariffs, give preferential market access to some seafood and non - sensitive agricultural products, and extend the duty - free treatment of lobsters. The US will reduce automobile tariffs to 15% when the EU "formally submits the required legislation" [3]. - The trend intensities of aluminum, alumina, and aluminum alloy are 0, -1, and 0 respectively, with the range of trend intensity being integers in the [-2, 2] interval [3].
铝:区间震荡,氧化铝:供应过剩明显,铸造铝合金:区间震荡
Guo Tai Jun An Qi Huo·2025-08-29 05:17