Report Industry Investment Rating - Aluminum: Range-bound [1] - Alumina: Bottom consolidation [1] - Cast aluminum alloy: Follow electrolytic aluminum [1] Report's Core View - The report updates the fundamental data of aluminum, alumina, and cast aluminum alloy, including futures market and spot market data, and also mentions relevant market news and trend intensities [1][3] Summary by Related Catalogs Futures Market - Aluminum: The closing price of the Shanghai aluminum main contract was 22,330, up 135 from T - 1. The trading volume was 294,532, and the open interest was 296,924. The LME aluminum 3M closing price was 2,957, up 1. The LME cancellation warrant ratio was 14.05%, down 0.27% [1] - Alumina: The closing price of the Shanghai alumina main contract was 2,554, up 34 from T - 1. The trading volume was 171,600, and the open interest was 110,145. The spread between the near - month contract and the first - continuous contract was - 16 [1] - Aluminum alloy: The closing price of the aluminum alloy main contract was 21,480, up 215 from T - 1. The trading volume was 7,414, and the open interest was 15,141. The spread between the near - month contract and the first - continuous contract was - 150 [1] Spot Market - Aluminum: The pre - baked anode market price was 6,187, unchanged. The electrolytic aluminum enterprise profit and loss was 5,823.24, up 181.65. The domestic aluminum ingot social inventory was 588,000 tons, unchanged [1] - Alumina: The domestic alumina average price was 2,719, down 18. The alumina enterprise profit and loss in Shanxi was - 152, down 5 [1] - Aluminum alloy: The theoretical profit of ADC12 was - 22, down 21. The three - place inventory totaled 47,253, down 113 [1] Market News - The US dollar may have its "worst year" since 2003, falling nearly 10%. The divergence of global central bank policies is the driving force for the collapse. The euro and other non - US currencies have strengthened comprehensively, and gold has reached a record high [3] - The Japanese finance minister repeatedly emphasized the "discretionary power" to intervene in the foreign exchange market, pushing the market's expectation of intervention to a high point. The key defense line for the US dollar against the yen is seen at 160 [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:底部横盘,铸造铝合金:跟随电解铝
Guo Tai Jun An Qi Huo·2025-12-25 03:00