SMM aluminum oxide morning review: domestic spot prices remain stable under the intertwining of long and short positions. Influenced by the upward trend of aluminum oxide at the beginning of the week, the arbitrage window of aluminum oxide futures and spot markets has opened, and the trading activity of futures and spot markets has increased. According to SMM spot transaction samples, the price difference between delivery and non-delivery aluminum oxide in the Shanxi and Henan regions has widened. Recently, there has been a certain difference in the price trend between the north and the south. As the capacity utilization rate in the Shanxi and Henan regions gradually increases, the market sentiment is dominated by a bearish outlook. However, with the support of high costs, SMM expects limited downward room for the spot prices of aluminum oxide in the northern region. In the southwest region, the market considers the possibility of early production resumption of electrolytic aluminum in Yunnan, providing some support to the spot prices of aluminum oxide in the southwest in the short term. Overall, the domestic aluminum oxide market remains tightly balanced, and short-term spot prices of aluminum oxide are expected to fluctuate.待…" (The sentence is incomplete)
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.