"SMM Analysis: China's alumina imports in October decreased by 48.28% month-on-month, with Russia's import share reaching as high as 89%. Overall, since mid-November, overseas alumina prices have fallen slightly, supporting domestic spot prices. The FOB price of alumina in Western Australia is currently at $328 per ton, with the USD/CNY exchange rate staying around 7.18. The ocean freight for alumina is $23.6 per ton, equivalent to a selling price of about 2,931 yuan per ton at major domestic ports, which is lower than the domestic alumina price by 66.6 yuan per ton. The alumina import window has reopened, and the import volume of alumina may see a significant increase from late November to December. It is necessary to continue monitoring the trends of alumina prices both domestically and internationally."
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.