Harga Aluminium Turun Tajam, Pasar Spot Tetap Lemah [Ulasan Tengah Hari Aluminium Spot SMM]

Telah Terbit: May 7, 2026 11:51

Pembaruan SMM 7 Mei:

Kontrak aluminium SHFE 2605 berfluktuasi menurun pada perdagangan awal, dengan pusat harga keseluruhan bergerak lebih rendah dibandingkan hari perdagangan sebelumnya. Kendala faktur saat ini menyebabkan penyusutan pengiriman perdagangan pasar. Pembeli hilir mengadopsi sentimen wait-and-see yang lebih kuat hari ini, dengan keinginan pembelian yang menurun. Terseret oleh pembelian spot yang lemah, transaksi utama di pasar terkonsentrasi di sekitar harga aluminium SMM A00 minus 10 yuan/mt hingga harga rata-rata. Hari ini, indeks sentimen pengiriman pasar Tiongkok timur adalah 2,65, turun 0,01 MoM; indeks sentimen pembelian adalah 2,6, turun 0,2 MoM.

Atmosfer perdagangan di pasar Tiongkok tengah semakin melemah dibandingkan hari sebelumnya, dengan kuota faktur keseluruhan terus menurun dan kepercayaan perdagangan pasar yang tidak memadai. Pembeli sebagian besar terkonsentrasi antara pukul 8:00 dan 8:30 pagi. Pemasok awalnya menunjukkan keinginan kuat untuk mempertahankan harga, tetapi transaksi selanjutnya lesu, dengan kuotasi cenderung menurun. Harga transaksi untuk pengiriman berfaktur pada hari itu sedikit lebih tinggi dari pengiriman normal. Kisaran harga transaksi aktual di pasar Tiongkok tengah terkonsentrasi antara harga Tiongkok tengah plus 20 yuan dan harga Tiongkok tengah minus 10 yuan, dengan transaksi utama pada harga Tiongkok tengah plus 10 yuan. Hari ini, indeks sentimen pengiriman pasar Tiongkok tengah adalah 2,82, turun 0,01 MoM; indeks sentimen pembelian adalah 2,27, turun 0,01 MoM.

Dari sisi inventaris, inventaris ingot aluminium di area konsumsi utama turun 0,35 WoW hari ini, dengan ketiga wilayah menunjukkan tren destocking.

 

 

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