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Since May, the prices of alumina and aluminum ingots have continued to rebound. According to Wind data, the cumulative increase in LME aluminum prices since May has exceeded 5%. The agency believes that the domestic removal of electrolytic aluminum is speeding up, the risk of shortages in overseas markets continues, and recommends low-level layout opportunities in the aluminum sector. Regarding the prospects of the aluminum product market, some listed companies said that it is expected that the global supply and demand gap will expand, the price center will move upward, and demand in fields such as new energy batteries and energy storage will increase. It is worth mentioning that many relevant listed companies said that they are actively laying out high-end aluminum products and continuously improving the product structure.

智通財經·05/30/2026 00:09:01
語音播報
Since May, the prices of alumina and aluminum ingots have continued to rebound. According to Wind data, the cumulative increase in LME aluminum prices since May has exceeded 5%. The agency believes that the domestic removal of electrolytic aluminum is speeding up, the risk of shortages in overseas markets continues, and recommends low-level layout opportunities in the aluminum sector. Regarding the prospects of the aluminum product market, some listed companies said that it is expected that the global supply and demand gap will expand, the price center will move upward, and demand in fields such as new energy batteries and energy storage will increase. It is worth mentioning that many relevant listed companies said that they are actively laying out high-end aluminum products and continuously improving the product structure.