铝产业链日度数据跟踪-20251223

Report Summary 1. Report Industry Investment Rating No relevant content provided. 2. Core View No clear core view presented in the given text. It mainly focuses on the daily data tracking of the aluminum industry chain. 3. Summary by Related Catalogs Alumina - Price: $68 per dry ton, a decrease of $1 per dry ton compared to the previous period [3] - Spot price index on December 22: 2,754 yuan per ton, a decrease of 8 yuan per ton [3] - Futures inventory on December 22: 168,677 tons, a decrease of 11,122 tons [3] - Import profit and loss on December 22: 15 yuan per ton, a decrease of 8 yuan per ton [3] Electrolytic Aluminum - Domestic ore price on December 22: 509 yuan per ton, unchanged from the previous period [4] - SMI 400 average price on December 22: 21,930 yuan per ton, an increase of 110 yuan per ton; the premium and discount was -170 yuan per ton, a decrease of 20 yuan per ton [4] - Baotai A0012 price on December 22: 21,300 yuan per ton, unchanged [4] - Electrolytic aluminum smelting profit on December 22: 5,684 yuan per ton, an increase of 124 yuan per ton [47] - Futures inventory on December 22: 76,088 tons, a decrease of 100 tons [47] - Aluminum import profit and loss on December 22: -2,466 yuan per ton, a decrease of 318 yuan per ton [47] Aluminum Alloy - Scrap price difference of raw aluminum on December 22: 2,026 yuan per ton, an increase of 110 yuan per ton; the scrap price difference of profile aluminum was 2,779 yuan per ton, an increase of 110 yuan per ton [5] - Futures inventory on December 22: 70,161 tons, an increase of 28 tons [5] - Import profit and loss on December 22: -80 yuan per ton, an increase of 24 yuan per ton [5]