铝：关注供应扰动，氧化铝，区间震荡，铸造铝合金，跟随电解铝

Report Summary 1. Report Industry Investment Rating There is no information about the report industry investment rating in the provided content. 2. Report Core View - Aluminum: Attention should be paid to supply disturbances. The attack on the core smelter of Emirates Global Aluminium (EGA) in Abu Dhabi due to the Middle - East conflict has worsened the already tight supply situation, and the already high aluminum prices may rise again [2]. - Alumina: It is expected to fluctuate within a range. - Cast aluminum alloy: It will follow the trend of electrolytic aluminum. 3. Summary by Relevant Catalogs Futures Market - Electrolytic Aluminum: The closing price of the Shanghai Aluminum main contract is 23,935, up 210 from T - 1; the LME Aluminum 3M closing price is 3,285, up 30 from T - 1. The trading volume and open interest of the Shanghai Aluminum main contract and LME Aluminum 3M have changed to different extents compared with previous periods [1]. - Alumina: The closing price of the Shanghai Alumina main contract is 2,930, down 1 from T - 1. The trading volume and open interest of the Shanghai Alumina main contract have also changed compared with previous periods [1]. - Aluminum Alloy: The closing price of the aluminum alloy main contract is 22,960, up 140 from T - 1. The trading volume and open interest of the aluminum alloy main contract have changed compared with previous periods [1]. Spot Market - Electrolytic Aluminum: The domestic social inventory of aluminum ingots is 1371,000 tons, with no change from T - 1. The LME aluminum ingot inventory is 420,900 tons, down 0.22 from T - 1. The electrolytic aluminum enterprise profit and loss is 7,332.37, up 278.34 from T - 1 [1]. - Alumina: The domestic average price of alumina is 2,776, up 2 from T - 1. The alumina price at Lianyungang's arrival - at - port price (in US dollars per ton) is 356, with no change from T - 1 [1]. - Aluminum Alloy: The price of Baotai ADC12 is 23,800, up 100 from T - 1. The total inventory of the three places is 31,275, with no change from T - 1 [1]. - Aluminum Bauxite: The price of Australian imported bauxite (Al:48 - 50%, Si:8 - 10%) is 62 US dollars per ton, up 2 from T - 1. The price of Indonesian imported bauxite (Al:45 - 47%, Si:4 - 6%) is 44 US dollars per ton, with no change from T - 1 [1]. - Caustic Soda: The price of Shaanxi ion - membrane liquid caustic soda (32% converted to 100%) is 2,295, with no change from T - 1 [1]. Trend Intensity - Aluminum trend intensity: 1, indicating a relatively strong upward trend. - Alumina trend intensity: 0, indicating a neutral trend. - Aluminum alloy trend intensity: 1, indicating a relatively strong upward trend [2].