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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 05:12

Report Investment Ratings - Aluminum: Range-bound oscillation [1] - Alumina: Weak operation [1] - Cast aluminum alloy: Follow electrolytic aluminum [1] Core Viewpoints - The report provides the latest fundamental data on aluminum, alumina, and cast aluminum alloy, including futures market prices, trading volumes, open interests, spreads, and spot market prices, costs, and inventories [1]. - The trend intensities of aluminum, alumina, and aluminum alloy are 0, -1, and 0 respectively, indicating a neutral view on aluminum and aluminum alloy and a bearish view on alumina [3]. Summary by Directory Futures Market - Aluminum: The closing price of the Shanghai aluminum main contract was 20,605, down 105 from the previous trading day. The trading volume decreased by 2,125, and the open interest decreased by 11,422 [1]. - Alumina: The closing price of the Shanghai alumina main contract was 2,980, down 12 from the previous trading day. The trading volume was 279,608, and the open interest was 3,753 [1]. - Aluminum Alloy: The closing price of the aluminum alloy main contract was 20,215, down 70 from the previous trading day. The trading volume decreased by 975, and the open interest decreased by 291 [1]. Spot Market - Aluminum: The domestic aluminum ingot social inventory was 620,000 tons, an increase of 4,000 tons from the previous trading day. The electrolytic aluminum enterprise profit was 3,990.62, a decrease of 97.85 from the previous trading day [1]. - Alumina: The domestic average alumina price was 3,188, a decrease of 16 from the previous trading day. The alumina enterprise profit in Shanxi was 190, a decrease of 15 from the previous trading day [1]. - Aluminum Alloy: The ADC12 theoretical profit was 373, an increase of 4 from the previous trading day. The three - place inventory totaled 33,928, an increase of 1,078 from the previous trading day [1]. Other Information - The US ISM services PMI expansion speed reached the fastest in half a year, with weak employment and high prices. In August, the US ISM services PMI index was 52, higher than the expected 51 and the previous value of 50.1 [3].