SMM Weekly Review: Resumption of production below expectations, tight spot supply continues to support high spot prices. This week, the Shanxi to Xinjiang highway transportation capacity was tight due to rain and snow, leading to an increase in freight rates. Upstream and downstream companies mainly focused on ensuring supply, with relatively subdued transactions between factories. Overall, there has been no significant change in the domestic aluminum oxide supply and demand pattern before the holiday. SMM expects domestic spot prices to mainly fluctuate narrowly in the short term, with a continued focus on the expected resumption of production in the Shanxi and Henan regions and the recent import of aluminum oxide. In terms of futures, the main aluminum oxide contract quickly surged after the opening today, closing up 2.08% at midday. This morning's rise in aluminum oxide prices is based on the tight spot supply fundamentals, as well as the market sentiment stirred by the Guinea strike event. According to SMM's research, the rise in aluminum oxide futures this morning has had an impact...
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.