【Summary of SMM Aluminum Morning Meeting: Macro Environment Tends to Be Favorable with Resilient Demand, Short-term Aluminum Prices Expected to Rise】The domestic macro environment tends to be favorable, while the weakness of the US PMI in April and the latest non-farm payroll data that fell short of expectations have reignited market expectations for interest rate cuts. Fundamentally, the import window has closed, the domestic supply of electrolytic aluminum maintains a growth trend, and the domestic supply of bauxite is tight. .......
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.