重庆市生态环境局大气环境处，自12月9日0时起重庆启动重污染天气黄色预警，要求工业企业落实降低 生产负荷、停产限产、强化污染治理、推行大宗物料错峰运输等减排措施。目前已有再生铝企业受此影 响，今日陆续开启停产或降负荷运行模式，预警解除时间待定。 12月9日，沪铝期货主力合约报收于21775.00元/吨，震荡走低1.67%。 【消息面汇总】 12月9日，重熔用铝锭(Al99.7):价格区间21860-21900元/吨，均价21880元/吨，较前一日下跌40元/吨。铝 锭升贴水(Al99.7):升水范围(c)90-(c)90元/吨，均价-90元/吨，较前一日下跌5元/吨。 2025年12月第1周，共计21个工作日，巴西累计装出铝矿石和铝精矿0.05万吨，去年12月为31.96万吨。 日均装运量为0.01万吨/日，较去年12月的1.52万吨/日减少99.3%。 东吴期货：近期宏观面主导，美联储12月降息预期强化及美元持续走弱推升有色金属价格，铜价强势上 涨通过铜铝比价修复逻辑带动铝价走强。现货市场交投平淡，高价叠加季节性淡季下游企业刚需采购为 主，社库小幅积累。国内电解铝运行产能持稳，需求端处在消费淡季但终端消费韧 ...

12月4日伦敦金属交易所(LME)铝期货行情 北京时间12月5日，伦敦金属交易所(LME)铝期货价格小幅震荡，今日开盘报2893美元/吨，现报2901.5 美元/吨，跌幅0.09%，盘中最高触及2904.5美元/吨，最低下探2892美元/吨。 更新时间： LME铝期货行情回顾： 品种 开盘价 最高价 最低价 收盘价 LME铝 2896.0 2911.0 2877.5 2887.5 -0.33% 【铝市场消息速递】 2025年12月第4周，共计19个工作日，累计装出铝矿石和铝精矿43.6万吨，去年12月为40.06万吨。日均 装运量为2.29万吨/日，较去年12月的2.11万吨/日增加8.85%。 12月4日，伦敦金属交易所（LME）：铝注册仓单485400吨。注销仓单45500吨，减少2500吨。铝库存 530900吨，减少2500吨。 12月4日，电解铝现货沪伦比值为7.59，进口盈亏：-1866.48元/吨，上一交易日进口盈亏：-1929.02元/ 吨。 ...

Group 1 - Brazil's total exports of bauxite and alumina reached 363,300 tons by the third week of August 2025, compared to 532,400 tons in August of the previous year [1] - The average daily shipment volume increased to 33,000 tons per day, marking a 36.46% rise from 24,200 tons per day in August of the previous year [1]

Group 1 - The core viewpoint of the article highlights the fluctuations in LME aluminum futures prices, with a current price of $2620 per ton, reflecting a slight decrease of 0.10% from the opening price [1] - On August 12, LME aluminum futures opened at $2582.0, reached a high of $2631.0, and closed at $2624.5, marking an increase of 1.53% [1] - The current spot price ratio of electrolytic aluminum in Shanghai to London is 7.96, indicating an import loss of -1363.42 yuan per ton, which is an improvement from the previous day's loss of -1546.36 yuan per ton [1] Group 2 - In the first week of August 2025, Brazil exported a total of 25.93 million tons of aluminum ore and aluminum concentrate, significantly lower than 53.24 million tons in August of the previous year, with a daily average shipment of 4.32 million tons, up 78.58% from 2.42 million tons last August [1] - As of August 12, LME reported aluminum registered warrants at 462,875 tons and canceled warrants at 14,225 tons, remaining unchanged, while total aluminum inventory increased by 1,250 tons to 477,100 tons [1]

Core Viewpoint - The LME aluminum futures prices are experiencing a slight upward trend, with current trading showing a price of $2598 per ton, reflecting a 0.46% increase from the opening price [1] Aluminum Market Overview - On August 11, LME aluminum futures opened at $2606 per ton, reached a high of $2624 per ton, and closed at $2585 per ton, marking a decrease of 1.11% [1] - In the first week of August 2025, Brazil exported a total of 25.93 million tons of aluminum ore and aluminum concentrate, a significant drop from 53.24 million tons in August of the previous year. The average daily shipment increased by 78.58% to 4.32 million tons per day compared to 2.42 million tons per day last year [1] - As of August 11, the electrolytic aluminum spot price ratio between Shanghai and London was 7.9, with an import loss of -1546.36 yuan per ton, slightly improved from -1581.27 yuan per ton on the previous trading day [1] - On August 11, LME reported aluminum registered warrants at 461,625 tons and canceled warrants at 14,225 tons, remaining stable; total aluminum inventory increased by 5,275 tons to 475,850 tons [1]