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铝:区间震荡,氧化铝:偏弱运行,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-09-05 03:35

Report Industry Investment Ratings - Aluminum: Range-bound oscillation [1] - Alumina: Weak operation [1] - Cast aluminum alloy: Follow the trend of electrolytic aluminum [1] Core Viewpoints - The report updates the fundamental data of aluminum, alumina, and cast aluminum alloy, including prices, trading volumes, positions, spreads, inventories, and corporate profitability [1]. - The trend intensities of aluminum and aluminum alloy are neutral, while that of alumina is weak [3]. Directory Summaries Futures Market - Aluminum: The closing price of the Shanghai Aluminum main contract was 20,605, down 105 from the previous trading day. The LME Aluminum 3M closing price was 2,590, down 24. The trading volume and open interest of the Shanghai Aluminum main contract decreased [1]. - Alumina: The closing price of the Shanghai Alumina main contract was 2,980, down 12. The trading volume and open interest showed significant changes [1]. - Aluminum Alloy: The closing price of the aluminum alloy main contract was 20,215, down 70. The trading volume and open interest also changed [1]. Spot Market - Aluminum: The domestic aluminum ingot social inventory was 620,000 tons, an increase of 4,000 tons. The LME aluminum ingot inventory decreased by 1,600 tons. The electrolytic aluminum enterprise profit was 3,990.62, with a slight decline [1]. - Alumina: The domestic average alumina price was 3,188, down 16. The alumina prices at ports and from overseas also showed different degrees of decline [1]. - Aluminum Alloy: The ADC12 theoretical profit was 373, and the prices of related products and the inventory of three regions changed [1]. Other Information - The US ISM services PMI expansion speed reached the fastest in half a year, with weak employment and high prices. The index in August was 52, higher than the expected 51 [3].