【矿端释放供应恢复消息，氧化铝盘面大跌】金十期货1月3日讯，氧化铝即期的现货及社库趋势已经逆转，昨日发布的阿拉丁全口径社库在223.1万吨，较上周四增加1.9万吨，这是自2024年年中以来首次出现周度累库。本周截至周五国内氧化铝的现货跌价亦在加速，周五山西4网均价收跌57元/吨至5598元/吨，全周跌幅在130元/吨，上周全周跌幅在52元/吨，此波除现货出现低价成交外，矿端亦同步释放供应恢复的消息。据阿拉丁(ALD)消息，此前博凯地区受到堵路而影响运输的两家大型矿企，已恢复正常；博法地区两家因驳船暂停使用而不能发运的两家矿企也在逐步恢复，其中一家矿企部分恢复装运。叠加以上供给端消息，今日氧化铝盘面大跌。近月端可继续关注现货走势，今日盘面跌落后，当前价差仍较大，需警惕反向交易的可能，但当前现货情绪较弱，此前修贴水动能暂缓。盘面持仓看，本周持仓继续走低，幅度偏大。
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