Summary of SMM Periodic Aluminum: Macro sentiment is relatively stable, and the short-term of Shanghai Aluminum may remain volatile. Macro-wise, the US Federal Reserve is raising interest rates, but there is expectation of a pause afterwards, and domestic stimulus policies are frequently released, making the macro sentiment relatively stable. On the fundamentals, electrolytic aluminum production in Yunnan has accelerated, and it is expected that some large enterprises will be able to reach full production by the end of August. Currently, the output in Yunnan is gradually increasing, and the supply pressure in South China market will gradually be reflected in the future.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.