SMM Alumina Morning Review: North-South price trends show divergence, follow-up focus on Yunnan electrolytic aluminum production progress. Last week, the spot market in the northern region was dominated by transactions at a discount, with spot prices slightly lowered, while the spot price of alumina in the southwest remained relatively stable. Recently, there has been a certain difference in the price trends between the North and the South. According to SMM research, in the northern region, as the utilization rate of some production capacity gradually increases, the market sentiment is bearish and downstream wait-and-see sentiment is strong. However, supported by high costs, SMM expects the spot price of alumina in the North to have limited downward space. In the southwestern region, the market has certain expectations for the early resumption of production of electrolytic aluminum in Yunnan, providing some support for the spot price of alumina in the southwest. Overall.
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.