SMM Analysis: In July, the import volume of alumina increased by 194.86% year-on-year, and Indonesia was the first import country. The tight supply and demand pattern of domestic alumina supports the stable and strong operation of alumina prices. However, since August, the increase rate of domestic alumina prices has slowed down, and the spot prices of overseas alumina have rebounded continuously. At present, the FOB price of alumina in Western Australia has risen to US$345/ton, and the RMB/USD exchange rate has broken through "7.2". The loss of alumina imports is gradually expanding. As of August 21, the loss of alumina imports has expanded to 124.90 yuan/ton. If the price of domestic alumina is stable and there is further expectation of overseas alumina strengthening, then...
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.