Yongmaotai Menghentikan Proyek Paduan Aluminium-Silikon 200,000 Ton di Yunnan, Mengutip Tantangan Pasar & Operasional

[Kilas Berita Aluminium SMM] Hari ini, persediaan ingot paduan aluminium sekunder di wilayah konsumsi utama Tiongkok tercatat 29.400 ton, turun 562 ton dari hari perdagangan sebelumnya. Penurunan stok terutama didorong oleh Foshan dan Ningbo: di satu sisi, pasokan bahan baku yang memenuhi standar yang ketat menyebabkan beberapa produsen mengurangi atau menghentikan produksi, dan permintaan pengiriman mendorong keinginan pembelian; di sisi lain, curah hujan yang sering terjadi di Ningbo belakangan ini mengurangi penerimaan gudang dan meningkatkan penarikan dari gudang.

[Divergence in Downstream Consumption Combined with Destocking: SHFE Aluminum Expected to Fluctuate in the Short Term] The tug-of-war between longs and shorts on the macro front has intensified. Amid geopolitical risks in the Middle East, wait-and-see sentiment in the market is expected to persist. The supply gap outside China is expected to provide strong floor support for aluminum prices, and expectations of rising energy costs are also expected to drive aluminum prices higher. However, high inventory pressure in China remains relatively pronounced and is expected to limit the upside room for domestic aluminum prices. In the short term, domestic aluminum prices are expected to mainly fluctuate and adjust.