The macroeconomic fundamentals are mixed, and the spot sentiment of aluminum ingots is rising. Macroscopically, the eagle's voice rose again in the middle of the week, and the macro-positive sentiment came to an abrupt end. In the near future, we need to pay close attention to the multiple impacts of the Fed's rate hike expectations and exchange rate fluctuations on the non-ferrous metal market. Fundamentally, the aluminum-water ratio is still high, and the domestic casting and ingot volume is still insufficient, making it difficult for a large amount of centralized delivery to appear in the short term. With the acceleration of production resumption in Yunnan, some consumption areas have rumors of arrival, but there are signs of improvement in consumption in mid-August, and downstream replenishment actions are active, which enhances the confidence of further inventory reduction of aluminum products to support consumption, and boosts the market's rising water market. In the short term......
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.