节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：9/10
铝价维持偏强格局【机构评论】
来源光大期货，2025年10月17日09:34发布。
隔夜氧化铝、沪铝、铝合金市场均震荡偏强。氧化铝AO2601合约收于2801元/吨，涨幅0.61%，持仓增仓712手至36.7万手；沪铝AL2510合约收于21060元/吨，涨幅0.6%，持仓增仓10352手至23.4万手；铝合金AD2511合约收于20525元/吨，涨幅0.44%，持仓增仓78手至13374手。现货方面，氧化铝价格回落，铝锭现货升水变化，佛山A00报价回涨，部分地区铝棒加工费有调整，铝杆不同系列加工费有涨跌。
从基本面来看，氧化铝厂利润进一步压缩，...矿发运恢复，矿价有下调空间，氧化铝整体偏空但开始见底。宏观计价影响随美政府停摆告一段落。节假日期间铝锭累库低于预期，节后在途货物陆续到库。
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