铝:震荡偏强,氧化铝:区间震荡,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-11-13 06:39
  1. Report Industry Investment Ratings - Aluminum: Oscillating with an upward bias [1] - Alumina: Range-bound oscillation [1] - Cast aluminum alloy: Following the trend of electrolytic aluminum [1] 2. Core Viewpoints - The report updates the fundamental data of aluminum, alumina, and cast aluminum alloy, including prices, trading volumes, open interest, spreads, inventory levels, and corporate profitability in both the futures and spot markets [1] 3. Summary by Relevant Catalogs Futures Market Electrolytic Aluminum - The closing price of the SHFE aluminum main contract was 21,880, with an increase of 485 compared to T - 5 [1] - The trading volume of the SHFE aluminum main contract was 223,798, and the open interest was 420,066 [1] - The LME aluminum 3M closing price was 2,880, with an increase of 34 compared to T - 5 [1] - The LME注销仓单占比 was 6.19%, showing a decline of 1.71% compared to T - 5 [1] Alumina - The closing price of the SHFE alumina main contract was 2,821, with an increase of 49 compared to T - 5 [1] - The trading volume of the SHFE alumina main contract was 267,963, and the open interest was 412,758 [1] Aluminum Alloy - The closing price of the aluminum alloy main contract was 21,245, with an increase of 415 compared to T - 5 [1] - The trading volume of the aluminum alloy main contract was 6,280, and the open interest was 15,573 [1] Spot Market Electrolytic Aluminum - The electrolytic aluminum enterprise profit and loss was 5,569.02, with an increase of 392.14 compared to T - 5 [1] - The aluminum spot import profit and loss was -1,917.34, and the aluminum plate and coil export profit and loss was 3,562.37 [1] - The SHFE aluminum ingot warehouse receipt was 63,800 tons, and the LME aluminum ingot inventory was 544,100 tons [1] Alumina - The alumina CIF price at Lianyungang was 346 US dollars per ton, and the FOB price of Australian alumina was 320 US dollars per ton [1] - The profit and loss of Shanxi alumina enterprises was -93 [1] Aluminum Alloy - The theoretical profit of ADC12 was -85, and the price of Baotai ADC12 was 21,000 [1] - The total inventory of the three locations was 49,729 [1] Other - The price of imported bauxite from different sources remained stable, and the price of Shaanxi ion - membrane liquid caustic soda (32% converted to 100%) was 2,630 [1] Other Information - The trend strength of aluminum is 1, alumina is 0, and aluminum alloy is 1 [3]