Group 1: Investment Ratings - Aluminum: Range-bound oscillation [1] - Alumina: Slight rebound [1] - Cast aluminum alloy: Follow electrolytic aluminum [1] Group 2: Core Views - The report updates the fundamental data of aluminum, alumina, and cast aluminum alloy, including prices, trading volumes, open interest, spreads, inventory, and corporate profits [1]. Group 3: Summary by Category Futures Market - Electrolytic Aluminum: The closing price of the Shanghai aluminum main contract was 21,295, up 155 from T - 1; the LME aluminum 3M closing price was 2,870, down 24 from T - 1 [1]. - Alumina: The closing price of the Shanghai alumina main contract was 2,879, up 62 from T - 1 [1]. - Aluminum Alloy: The closing price of the aluminum alloy main contract was 20,690, up 115 from T - 1 [1]. Spot Market - Electrolytic Aluminum: The social inventory of domestic aluminum ingots was 616,000 tons, unchanged from T - 1; the electrolytic aluminum enterprise profit and loss was 5,126.94, up 12.40 from T - 1 [1]. - Alumina: The average domestic alumina price was 2,906, down 1 from T - 1; the profit and loss of Shanxi alumina enterprises was - 120, unchanged from T - 1 [1]. - Aluminum Alloy: The theoretical profit of ADC12 was 28, down 1 from T - 1; the total inventory of three places was 48,465, up 190 from T - 1 [1]. Other Information - Comprehensive News: The Fed cut interest rates by 25 basis points in October and will end balance - sheet reduction in December; South Korea promised to invest $350 billion in the US to get tariff preferences [3]. - Trend Intensity: Aluminum trend intensity: 0; Alumina trend intensity: 0; Aluminum alloy trend intensity: 0 [3]
铝:区间震荡氧化,铝:小幅反弹铸造,铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-10-30 07:09