SMM Weekly Review: Strong cost support limits further decline in spot prices. This week, sporadic discounts were seen in the spot market in the north, with spot prices slightly lowered, while spot prices for alumina in the southwest remained relatively stable. According to SMM's research, there has been a certain divergence in the recent price trends between the north and south, mainly due to market expectations of early resumption of production for electrolytic aluminum in Yunnan, providing some support for spot prices of alumina in the southwest. Overall, the tight balance between supply and demand for alumina continues in the north and south. In the north, market sentiment is bearish, with downstream wait-and-see attitude, but limited downward potential is expected for spot prices of alumina due to high costs. In the southwest, short-term adjustments are anticipated for spot prices of alumina, pending further guidance on the resumption of electrolytic aluminum production in Yunnan. From a technical perspective, SMM's alumina index indicates an average price operating range of...
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.