铝产业链日度数据跟踪-20260109

Group 1: Investment Rating - No investment rating information provided Group 2: Core View - The report provides daily data tracking of the aluminum industry chain, including prices, profits, inventories, and import/export balances of alumina, electrolytic aluminum, and aluminum alloy [1] Group 3: Summary by Category Alumina - On January 8, the domestic ore price was 501 yuan/ton, with a month-on-month change of 0 yuan/ton; the Guinea imported ore price was 66 US dollars/dry ton, with a month-on-month change of 0 US dollars/dry ton [1] - The average price of 50M M00 on January 8 was 24,000 yuan/ton, with a month-on-month decrease of 140 yuan/ton; the premium/discount was -190 yuan/ton, with a month-on-month increase of 50 yuan/ton [1] - On January 8, the futures inventory was 90,208 tons, with a month-on-month increase of 2,278 tons; the import profit and loss was -1,908 yuan/ton, with a month-on-month decrease of 178 yuan/ton [1] Electrolytic Aluminum - On January 8, the price of Baotai 0031 was 23,100 yuan/ton, with a month-on-month decrease of 200 yuan/ton [1] - The smelting profit of electrolytic aluminum on January 8 was 7,803 yuan/ton, with a month-on-month decrease of 133 yuan/ton [1] - On January 8, the spot price index was 2,676 yuan/ton, with a month-on-month decrease of 5 yuan/ton; the futures inventory was 69,737 tons, with a month-on-month increase of 391 tons; the import profit and loss was 44 yuan/ton, with a month-on-month decrease of 12 yuan/ton [1] Aluminum Alloy - On January 8, the scrap price difference of raw aluminum was 2,691 yuan/ton, with a month-on-month increase of 7 yuan/ton; the scrap price difference of profile aluminum was 3,766 yuan/ton, with a month-on-month increase of 7 yuan/ton [1] - On January 8, the futures inventory was 154,828 tons, with a month-on-month change of 0 tons; the import profit and loss was -16 yuan/ton, with a month-on-month decrease of 48 yuan/ton [1]