铝：偏强运行，氧化铝：震荡磨底，铸造铝合金：跟随电解铝

Report Industry Investment Ratings - Aluminum: Bullish [1] - Alumina: Sideways at the bottom [1] - Cast aluminum alloy: Following 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, positions, spreads, and spot market prices, costs, and inventories [1]. - It also provides information on relevant economic news, such as the US ISM manufacturing PMI and the Japanese central bank's interest - rate hike hint [2]. - The trend intensities of aluminum, alumina, and aluminum alloy are given, with aluminum and aluminum alloy at 1 (relatively strong), and alumina at 0 (neutral) [2]. Summary by Relevant Catalogs Futures Market - Aluminum: The closing price of the Shanghai aluminum main contract was 21,865, with various changes compared to previous periods. The LME aluminum 3M closing price was 2,73 (seems incorrect data, might be 2,730 or other, assuming based on context). Trading volumes and positions of both Shanghai and LME aluminum had different trends. The LME注销仓单占比 was 9.73% [1]. - Alumina: The closing price of the Shanghai alumina main contract was 2,677, and its trading volume and position also changed compared to previous periods [1]. - Aluminum alloy: The closing price of the aluminum alloy main contract was 21,055, with corresponding changes in trading volume and position [1]. Spot Market - Aluminum: There were changes in various spot prices such as the EU Rotterdam aluminum ingot premium, pre - baked anode market price, and aluminum rod processing fees. The electrolytic aluminum enterprise profit was 5,529.78, and there were also changes in import and export profits [1]. - Alumina: The domestic average alumina price and the import price from Australia and other places changed. The profit of Shanxi alumina enterprises was 0 [1]. - Aluminum alloy: The theoretical profit of ADC12 was - 148, and the price of Baotai ADC12 was 20,900 [1]. Inventory - Aluminum: The domestic aluminum ingot social inventory was 59.10 million tons, the SHFE aluminum ingot warehouse receipt was 6.68 million tons, and the LME aluminum ingot inventory was 53.79 million tons [1]. - Aluminum alloy: The three - place inventory totaled 49,719 [1]. Economic News - The US November ISM manufacturing PMI was 48.2, lower than the expected 49, indicating continuous contraction of the manufacturing industry. New orders contracted at the fastest speed since July, and the raw material payment price index rebounded [2]. - The Japanese central bank governor strongly hinted at a December interest - rate hike, aiming to raise the interest rate to 0.75% [2].