The macro sentiment is highly uncertain and the short-term aluminum price will remain volatile. Macroscopically, the minutes of the July meeting of the Federal Reserve said that inflation is running up or more rate hikes are needed before November, and domestic policies to expand domestic demand and real estate have not yet landed, and the policy intensity is weak. Fundamentally, the domestic casting volume is still insufficient, making it difficult for the market to have a large amount of centralized goods in the short term, and the short-term domestic aluminum ingot social inventory is about to break through 500,000 tons. As the resumption of production in Yunnan enters the end...
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.