铝产业链日度数据跟踪-20260120

Report Summary 1. Report Industry Investment Rating No information provided. 2. Core Viewpoint No information provided. 3. Summary by Relevant Catalog Alumina - On January 19th, the domestic ore price was 501 yuan/ton, with a month-on-month change of 0 yuan/ton; the Guinean imported ore price was 63 US dollars/dry ton, with a month-on-month change of 0 US dollars/dry ton [1]. - On January 19th, the spot price index was 2641 yuan/ton, with a month-on-month decrease of 8 yuan/ton [1]. - On January 19th, the futures inventory was 141,475 tons, with a month-on-month increase of 725 tons [1]. - On January 19th, the import profit and loss was 302 yuan/ton, with a month-on-month decrease of 83 yuan/ton [1]. Electrolytic Aluminum - On January 19th, the SMM A00 average price was 23,870 yuan/ton, with a month-on-month decrease of 160 yuan/ton; the premium and discount was -160 yuan/ton, with a month-on-month increase of 20 yuan/ton [1]. - On January 19th, the electrolytic aluminum smelting profit was 7,727 yuan/ton, with a month-on-month decrease of 141 yuan/ton [1]. - On January 19th, the futures inventory was 69,671 tons, with a month-on-month decrease of 361 tons [1]. - On January 19th, the aluminum import profit and loss was -2,457 yuan/ton, with a month-on-month decrease of 40 yuan/ton [1]. Aluminum Alloy - On January 19th, the Baotai ADC12 price was 23,400 yuan/ton, with a month-on-month change of 0 yuan/ton [1]. - On January 19th, the scrap price difference of raw aluminum was 2,454 yuan/ton, with a month-on-month decrease of 160 yuan/ton; the scrap price difference of profile aluminum was 3,583 yuan/ton, with a month-on-month decrease of 160 yuan/ton [1]. - On January 19th, the futures inventory was 187,938 tons, with a month-on-month increase of 11,136 tons [1]. - On January 19th, the import profit and loss was -42 yuan/ton, with a month-on-month decrease of 7 yuan/ton [1].