Summary: Macro-wise, the US Federal Reserve is expected to raise interest rates, but there is also an expectation of a pause afterwards, and domestic stimulus policies are frequently released, making the macro-environment relatively stable. On the fundamentals, electrolytic aluminum production in Yunnan is accelerating, and it is expected that some large enterprises will be able to reach full production by the end of August. At present, the output of Yunnan is gradually increasing, and the supply pressure in South China will gradually be reflected. Domestic aluminum downstream consumption has not improved significantly, and the low inventory of aluminum ingots and bars is maintained, giving aluminum prices a low inventory in the off-season.
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.