Report Industry Investment Rating - Aluminum: Range-bound oscillation [1] - Alumina: Moving downward [1] - Cast aluminum alloy: Following electrolytic aluminum [1] Core Viewpoints of the Report - The report provides updated fundamental data for aluminum, alumina, and cast aluminum alloy, including prices, trading volumes, open interests, spreads, and inventory levels [1]. - It also mentions the trend strength for aluminum, alumina, and aluminum alloy, with aluminum and alloy at 0 (neutral) and alumina at -1 (weakly bearish) [3]. Summary by Relevant Catalogs Futures Market - Aluminum: The closing price of the Shanghai aluminum main contract was 20,710, down 10 from T - 1, with a trading volume of 135,601 and an open interest of 4,092. The LME aluminum 3M closing price was 2,614, down 8 from T - 1 [1]. - Alumina: The closing price of the Shanghai alumina main contract was 2,992, down 251 from T - 1, with a trading volume of 244,775 and an open interest of 248,040 [1]. - Aluminum Alloy: The closing price of the aluminum alloy main contract was 20,285, down 15 from T - 22, with a trading volume of 2,789 and an open interest of 8,016 [1]. Spot Market - Aluminum: The spot premium was -30, the Shanghai bonded area premium was 8, and the EU Rotterdam aluminum ingot premium was 222.5 [1]. - Alumina: The domestic average price of alumina was 3,204, down 8 from T - 1, and the alumina Lianyungang CIF price was 3,255 [1]. - Aluminum Alloy: The theoretical profit of ADC12 was 309, and the price of Baotai ADC12 was 20,300 [1]. Inventory - Aluminum: The domestic social inventory of aluminum ingots was 1.30 million tons, and the LME aluminum ingot inventory was 47.96 million tons [1]. - Aluminum Alloy: The total inventory of three locations was 33,928 [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·2025-09-04 05:50