铝:区间震荡,氧化铝:向上反弹,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-09-16 03:24
- Report Industry Investment Ratings - Aluminum: Range-bound oscillation [1] - Alumina: Upward rebound [1] - Cast aluminum alloy: Follow electrolytic aluminum [1] 2. Core Views of the Report - The report provides updated fundamental data for aluminum, alumina, and cast aluminum alloy, including prices, trading volumes, open interest, spreads, and inventory levels in both the futures and spot markets [1]. 3. Summary by Relevant Catalogs Futures Market - Aluminum: The closing price of the Shanghai Aluminum main contract was 21,020 yuan, down 100 yuan from the previous trading day. The trading volume was 143,549 lots, and the open interest was 182,441 lots. The LME Aluminum 3M closing price was 2,705 US dollars [1]. - Alumina: The closing price of the Shanghai Alumina main contract was 2,935 yuan, up 21 yuan from the previous trading day. The trading volume was 262,332 lots, and the open interest was 291,186 lots [1]. - Aluminum Alloy: The closing price of the aluminum alloy main contract was 20,545 yuan, down 100 yuan from the previous trading day. The trading volume was 2,358 lots, and the open interest was 8,535 lots [1]. Spot Market - Aluminum: The domestic aluminum ingot social inventory was 629,000 tons, an increase of 11,000 tons from 3 months ago. The LME aluminum ingot inventory was 485,300 tons, an increase of 112,800 tons from 3 months ago [1]. - Alumina: The domestic average price of alumina was 3,094 yuan, down 206 yuan from 3 months ago. The Australian alumina FOB price was 340 US dollars per ton [1]. - Aluminum Alloy: The theoretical profit of ADC12 was 162 yuan, and the price of Baotai ADC12 was 20,600 yuan [1]. Other Data - The trend intensities of aluminum, alumina, and aluminum alloy are all 0, indicating a neutral outlook [3].