SMM Weekly Review: Delay in resumption of production plans for enterprises, limited short-term increase in supply. This week, the resumption of production progress of alumina enterprises in the Shanxi and Henan regions is still slow, with reluctance to sell alumina and strong spot prices. The downstream sentiment is cautious, and the focus of both upstream and downstream enterprises is on ensuring long-term supply. Transactions between plants are relatively light. Overall, the tight balance of alumina in the north and south continues, and SMM expects domestic spot prices to remain stable in the short term until further resumption of production plans in the mining areas of Shanxi and Henan.
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.