铝：小幅反弹，氧化铝：区间震荡，铸造铝合金：跟随电解铝

Report Summary 1. Report Industry Investment Ratings - The report does not explicitly provide industry investment ratings [1] 2. Core Views - Aluminum is expected to have a slight rebound, alumina will experience range - bound fluctuations, and cast aluminum alloy will follow the trend of electrolytic aluminum [1] 3. Summary by Relevant Catalogs 3.1 Futures Market - Aluminum: The closing price of the Shanghai Aluminum main contract is 23,810, with changes of 775 compared to T - 1, - 495 compared to T - 5, 1480 compared to T - 22, and 2900 compared to T - 66. The LME Aluminum 3M closing price is 319, with changes of 3099 compared to T - 1, 43 compared to T - 5, - 114 compared to T - 22, and 143 compared to T - 66. The trading volume and open interest of relevant contracts also have corresponding changes [1] - Alumina: The closing price of the Shanghai Alumina main contract is 2809, with changes of 37 compared to T - 1, 75 compared to T - 5, 255 compared to T - 22, and 9 compared to T - 66. The trading volume and open interest of relevant contracts also have corresponding changes [1] - Aluminum Alloy: The closing price of the aluminum alloy main contract is 22,215, with changes of 375 compared to T - 1 and - 840 compared to T - 5. The trading volume and open interest of relevant contracts also have corresponding changes [1] 3.2 Spot Market - Aluminum: The spot premium/discount is - 220, the Shanghai bonded area premium is 175, the EU Rotterdam aluminum ingot premium (MB) is 345.0. The electrolytic aluminum enterprise profit and loss is 7054.75, and the import profit and loss of aluminum spot and 3M also have corresponding values. The domestic aluminum ingot social inventory is 82.90 million tons, the SHFE aluminum ingot warehouse receipts are 15.07 million tons, and the LME aluminum ingot inventory is 49.52 million tons [1] - Alumina: The domestic average price of alumina is 2646, the alumina price at Lianyungang's arrival port (USD/ton) is 330, and the alumina price at Lianyungang's arrival port (CNY/ton) is 2720. The profit and loss of Shanxi alumina enterprises is 896 [1] - Aluminum Bauxite: The prices of bauxite imported from Australia, Indonesia, and Guinea, as well as the price of Yangquan bauxite, have corresponding values and changes [1] - Aluminum Alloy: The theoretical profit of ADC12 is 81, the price of Baotai ADC12 is 23,000, and the difference between Baotai ADC12 - A00 is - 290. The total inventory of three places has corresponding changes [1] 3.3 Other Information - Trend Intensity: Aluminum trend intensity is 1, alumina trend intensity is 0, and aluminum alloy trend intensity is 1 [2] - External News: Fed Governor Milan said that more than 100 basis - point interest rate cuts are needed this year. The US House of Representatives approved a government financing bill to end a partial shutdown [2]