[SMM Weekly Review: Arbitrage Window Opens in This Period, Spot Prices Receive Some Support Temporarily] This week, driven by Shanghai aluminum and macro sentiment, the alumina futures price rose, the arbitrage window between futures and spot opened, and the market demand for delivery goods to some extent boosted the spot prices of alumina in northern China, with prices stabilizing this week. In the southwest region, the first batch of electrolytic aluminum production restarted in Yunnan is still being implemented, and currently Yunnan's hydropower performance is good. The remaining capacity for restart in Yunnan needs to be monitored, but the stable high demand in the short term provides some support for spot prices of alumina in southwest China. SMM predicts...
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.