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铝:区间震荡氧化铝:底部反弹铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-10-28 06:49

Report Industry Investment Ratings - Aluminum: Range-bound oscillation [1] - Alumina: Rebound from the bottom [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 futures market prices, trading volumes, open interests, spreads, and spot market premiums, processing fees, and enterprise profitability [1]. Summary by Relevant Catalogs Futures Market - Aluminum: The closing price of the Shanghai aluminum main contract was 21,360 yuan, up 135 yuan from the previous trading day. The LME aluminum 3M closing price was not provided. The LME注销仓单占比 was 13.77%, down 0.50% [1]. - Alumina: The closing price of the Shanghai alumina main contract was 2,829 yuan, up 19 yuan from the previous trading day. The trading volume was 278,561 lots, and the open interest was 372,484 lots [1]. - Aluminum Alloy: The closing price of the aluminum alloy main contract was 20,715 yuan, up 10 yuan from the previous trading day. The trading volume was 6,715 lots, and the open interest was 6,366 lots [1]. Spot Market - Aluminum: The electrolytic aluminum enterprise profit was 5,107.80 yuan, up 65.40 yuan from the previous trading day. The aluminum ingot social inventory was 61.60 million tons, up 0.90 million tons [1]. - Alumina: The average domestic alumina price was 2,914 yuan, down 7 yuan from the previous trading day. The alumina Lianyungang CIF price was 344 US dollars per ton [1]. - Aluminum Alloy: The Baotai ADC12 price was 20,700 yuan, unchanged from the previous trading day. The three - place inventory totaled 48,375 tons, down 237 tons [1]. Other Related Products - Caustic Soda: The price of Shaanxi ion - membrane liquid caustic soda (32% converted to 100%) was 2,830 yuan, unchanged from the previous trading day [1].