Group 1: Report Industry Investment Ratings - Aluminum is expected to trade in a range-bound manner [1] - Alumina is expected to continue to weaken [1] - Cast aluminum alloy is expected to follow the trend of electrolytic aluminum [1] Group 2: Core Views of the Report - The report provides updated fundamental data for aluminum, alumina, and cast aluminum alloy, including futures and spot market prices, trading volumes, open interest, spreads, and premiums [1] - The trend strength of aluminum is neutral (0), alumina is偏弱 (-1), and aluminum alloy is neutral (0) [3] Group 3: Summary by Related Catalogs Futures Market - Aluminum: The closing price of the SHFE aluminum main contract was 20,730 yuan/ton, down 15 yuan from the previous trading day. The trading volume was 132,925 lots, and the open interest was 203,858 lots [1] - Alumina: The closing price of the SHFE alumina main contract was 2,904 yuan/ton, down 30 yuan from a week ago. The trading volume was 356,985 lots, and the open interest was 292,517 lots [1] - Aluminum Alloy: The closing price of the aluminum alloy main contract was 20,270 yuan/ton, down 55 yuan from the previous trading day. The trading volume was 2,799 lots, and the open interest was 1,038 lots [1] Spot Market - Aluminum: The domestic social inventory of aluminum ingots was 587,000 tons, down 27,000 tons from the previous trading day. The electrolytic aluminum enterprise profit was 4,431.71 yuan/ton [1] - Alumina: The average domestic alumina price was 3,016 yuan/ton, down 36 yuan from the previous trading day. The alumina enterprise profit in Shanxi was -305 yuan/ton [1] - Aluminum Alloy: The theoretical profit of ADC12 was 72 yuan/ton, and the price difference between Baotai ADC12 and A00 aluminum was -290 yuan/ton [1] Other Information - The state council has introduced new policy-based financial instruments worth 500 billion yuan to support private enterprises in participating in the "AI +" initiative [3] - The National Development and Reform Commission is promoting the application and popularization of new-generation intelligent terminals and agents through policy support, technological innovation, and market expansion [3]
铝:区间震荡,氧化铝:继续偏弱,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-09-30 01:59