铝产业链日度数据跟踪-20260122

Group 1: Report Industry Investment Rating - No relevant content found Group 2: Report Core View - No relevant content found Group 3: Summary by Related Catalogs Alumina - On January 21, the domestic ore price was 501 yuan/ton, with a month-on-month change of 0 yuan/ton; the imported ore price from Guinea was 63 US dollars/dry ton, with a month-on-month change of 0 US dollars/dry ton [1] - The spot price index on January 21 was 2634 yuan/ton, a month-on-month decrease of 3 yuan/ton [1] - The futures inventory on January 21 was 6,889 tons, a month-on-month decrease of 177 tons [1] - The aluminum import profit and loss on January 21 was -2052 yuan/ton, a month-on-month increase of 464 yuan/ton [1] Electrolytic Aluminum - On January 21, the average price of 8M A00 was 23,710 yuan/ton, a month-on-month increase of 30 yuan/ton, and the premium/discount was -150 yuan/ton [1] - The electrolytic aluminum smelting profit on January 21 was 7,579 yuan/ton, a month-on-month increase of 34 yuan/ton [1] - The futures inventory on January 21 was 138,755 tons, a month-on-month decrease of 1,196 tons [1] - The import profit and loss on January 21 was 134 yuan/ton, a month-on-month decrease of 21 yuan/ton [1] Aluminum Alloy - On January 21, the Baotai 4001 price was 2,040 yuan/ton, with a month-on-month change of 0 yuan/ton [1] - The refined - scrap price difference of raw aluminum on January 21 was 2,509 yuan/ton, a month-on-month increase of 20 yuan/ton; the refined - scrap price difference of profile aluminum was 3,530 yuan/ton, a month-on-month increase of 20 yuan/ton [1] - The futures inventory on January 21 was 119,128 tons, a month-on-month increase of 3,012 tons [1] - The import profit and loss on January 21 was -3 yuan/ton, a month-on-month increase of 42 yuan/ton [1]