[SMM Aluminum Morning Meeting Summary: Macroeconomic Data Swings and Trade Frictions Continue, Aluminum Prices Fluctuate Widely in the Short Term] Macroscopically, the initial value of the US April S&P Global Manufacturing PMI was 49.9, lower than market expectations. The resilience of the US economy has loosened, and the GDP growth rate in the first quarter fell short of expectations, and the expectation of interest rate cuts has fallen again. Domestically, GDP in the first quarter increased by 5.3% year-on-year, but recent photovoltaic installation data has performed poorly, suppressing market expectations to a certain extent. In addition, international trade frictions continue, and the future overseas export environment for aluminum materials is deteriorating. Fundamentally, the domestic electrolytic aluminum supply maintains a growth trend, and imported raw aluminum suffers serious losses...
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.