Berjangka Alumina 2601 Turun Semalam; Pasar Konsolidasi di Tengah Melemahnya Momentum

On August 27, Aluminum Corporation of China released its 2026 semi-annual report. In H1, the company's metallurgical-grade alumina production was 7.38 million mt, down 14.19% YoY, of which exports of self-produced metallurgical-grade alumina were 2.57 million mt, down 22.59% YoY; primary aluminum (including alloys) production was 4.02 million mt, up 1.26% YoY, of which exports of self-produced primary aluminum (including alloys) were 4 million mt, up 1.27% YoY.

On August 27, Yunnan Aluminum released its 2026 semi-annual report. In H1, the company achieved revenue of 34.981 billion yuan, up 20.3% YoY; net profit attributable to shareholders of the publicly listed firm was 7.684 billion yuan, up 177.61% YoY. The earnings growth was mainly driven by higher aluminum product selling prices during the reporting period.

Futures aluminium SHFE kembali menguat selama sesi malam. Di pasar Tiongkok tengah, kuotasi transaksi pra-pasar relatif rendah. Para pedagang cenderung melakukan restok dalam volume besar pada premi tinggi - saat harga turun, dan dengan mendekatnya hari Jumat, perusahaan pemrosesan hilir menunjukkan peningkatan sentimen pembelian dan penimbunan. Secara keseluruhan, sentimen perdagangan pasar pulih, mendorong kuotasi naik secara bertahap. Pada akhirnya, harga transaksi aktual di pasar Tiongkok tengah berada di sekitar premi - 110-150 yuan/mt terhadap kontrak aluminium SHFE September.