SMM alumina morning review: spot prices have fallen from the previous period, downstream sentiment is cautious, and trading activity has decreased. In the near future, the production of alumina plants in the Shanxi and Henan regions has been slightly affected by disruptions in the supply of raw materials and environmental protection measures. The negative sentiment in the market towards supply disruptions has eased, which has to some extent cooled down the overheated sentiment in the futures market. In terms of spot prices, although there is some pre-holiday stocking demand from downstream, prices have fallen, and downstream sentiment is cautious, leading to a decrease in market trading activity compared to the previous period. Based on the current tight supply situation, SMM expects...
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.