Summary of SMM Aluminum Morning Meeting: Aluminum inventory is obviously higher during the double festival period, and the opening price after the festival may be under pressure. Generally speaking, the main reason for the pressure on Lun Aluminum during the festival is the continuous strengthening of the US dollar index and the expectation of overseas interest rate hikes. The manufacturing PMI data of September returned to the expansion range, which further confirmed the logic of consumption turning better. Subsequent policy-driven superposition of endogenous repair is expected to further promote economic recovery. On the fundamentals side, domestic supply is close to the peak, and it is difficult to expect a large increment in the short term. In the near 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.