铝产业链日度数据跟踪-20260123

Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints - Not provided in the content 3. Summary by Relevant Catalog Alumina - On January 22, the domestic ore price was 501 yuan/ton, with a month - on - month change of 0 yuan/ton; the Guinea imported ore price was 62 US dollars/dry ton, with a month - on - month decrease of 1 US dollar/dry ton [1] - On January 22, the spot price index was 2633 yuan/ton, with a month - on - month decrease of 1 yuan/ton [1] - On January 22, the futures inventory was 68432 tons, with a month - on - month decrease of 457 tons [1] - On January 22, the aluminum import profit and loss was - 2056 yuan/ton, with a month - on - month decrease of 4 yuan/ton [1] Electrolytic Aluminum - On January 22, the SMA00 average price was 23740 yuan/ton, with a month - on - month change of ×30 yuan/ton, and the premium and discount was - 150 yuan/ton, with a month - on - month change of 0 yuan/ton [1] - On January 22, the electrolytic aluminum smelting profit was 7609 yuan/ton, with a month - on - month increase of 30 yuan/ton [1] - On January 22, the futures inventory was 138856 tons, with a month - on - month increase of 101 tons [1] - On January 22, the import profit and loss was 143 yuan/ton, with a month - on - month increase of 9 yuan/ton [1] Aluminum Alloy - On January 22, the Baotai 4001 alloy price was 2300 yuan/ton, with a month - on - month increase of 0 yuan/ton [1] - On January 21, the refined - scrap price difference of raw aluminum was 2509 yuan/ton, with a month - on - month increase of 20 yuan/ton; the refined - scrap price difference of profile aluminum was 3530 yuan/ton, with a month - on - month increase of 20 yuan/ton [1] - On January 22, the futures inventory was 126641 tons, with a month - on - month increase of 7513 tons [1] - On January 22, the import profit and loss was 2 yuan/ton, with a month - on - month increase of 5 yuan/ton [1]