【SMM Weekly Review: This Week's Market is Dominated by Small-Scale Premium Transactions, and the Growth Rate of Spot Prices Slows Down】 This week, the domestic spot market is still dominated by downstream small-scale rigid demand procurement. The transaction focus continues to shift upwards, but the transaction volume has decreased compared with the previous week, and the growth rate of spot transaction prices has slowed down. Domestic alumina enterprises have recently implemented parallel production cuts and restarts. SMM expects that before the massive resumption of production of domestic mines, there may be no significant increase in short-term supply. As for demand, according to SMM research, the operating capacity of domestic electrolytic aluminum in May will mainly maintain an upward trend, mainly due to the steady recovery of power supply in Yunnan, and the steady resumption of remaining production capacity. SMM expects that Yunnan will have 350,000 tons/year of production capacity resumed in May, while there are no major changes in other regions. As overseas alumina prices continue to rise, there is little room for imports to increase. SMM predicts that the tight balance of domestic alumina will continue in the short term, and spot prices may remain high and volatile. It is necessary to continue to pay attention to the progress of production resumption in Shanxi and Henan enterprises and the downstream procurement rhythm...
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.