【SMM Alumina Morning Review: Alumina Futures Price Falls, Spot Price Continues to Rise】This week, the tightness of ore supply in some alumina plants in the Shanxi and Henan regions has eased slightly, and factors such as environmental protection policies have somewhat alleviated the capacity restrictions on alumina production in the northern region. The market's negative sentiment towards recent disruptions in alumina supply has subsided to a certain extent, which has cooled down the overheated futures market sentiment at the beginning of the week. The main alumina contract opened yesterday with a significant downward shift, hitting the limit at 3403 yuan/ton, but the overall tight supply situation in the spot market has not changed. Alumina companies are still reluctant to sell, and their prices remain strong. On Thursday, both southern and northern spot markets saw high premiums, and the SMM alumina price index recorded 3257 yuan/ton, up 47 yuan/ton from the previous trading day, a 1.46% increase. SMM expects that under the current supply and demand situation, domestic spot prices may fluctuate at high levels 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.