Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoint The report provides a daily data tracking of the aluminum industry chain on December 2, 2025, including key data on alumina, electrolytic aluminum, and aluminum alloy. 3. Summary by Directory Alumina - On December 2, the SMM AOD average price was 21,710 yuan/ton, a decrease of 20 yuan/ton compared to the previous day; the premium/discount was -50 yuan/ton [1]. - The domestic ore price was 509 yuan/ton on December 2, with no change compared to the previous day; the price of imported ore from Guinea was 71 US dollars per dry ton, also unchanged [1]. - The spot price index was 2,826 yuan/ton on December 2, a decrease of 3 yuan/ton compared to the previous day [1]. - The futures inventory was 253,612 tons on December 2, with no change compared to the previous day [1]. - The aluminum import profit and loss was -2,006 yuan/ton on December 2, a decrease of 13 yuan/ton compared to the previous day [1]. Electrolytic Aluminum - On December 2, the Baotai ADC12 price was 20,900 yuan/ton, remaining unchanged compared to the previous day [1]. - The electrolytic aluminum smelting profit was 5,284 yuan/ton on December 2, a decrease of 246 yuan/ton compared to the previous day [1]. - The futures inventory was 64,198 tons on December 2, a decrease of 29 tons compared to the previous day [1]. - The import profit and loss was -375 yuan/ton on December 2, a decrease of 15 yuan/ton compared to the previous day [1]. Aluminum Alloy - The scrap price difference between raw aluminum and profile aluminum on December 2 was 1,669 yuan/ton and 2,421 yuan/ton respectively, both decreasing by 30 yuan/ton compared to the previous day [1]. - The futures inventory was 66,833 tons on December 2, with no change compared to the previous day [1]. - The import profit and loss was 58 yuan/ton on December 2, with no change compared to the previous day [1].
铝产业链日度数据跟踪-20251202
Zhong Xin Qi Huo·2025-12-02 13:12