[SMM Early Review of Alumina: Arbitrage Window Remains Open, Delivery Price Rises Higher than Non-delivery Price] On Wednesday, the market was volatile at a high level, and the arbitrage window between futures and spot markets remained open. The delivery price in the market was nearly 300 yuan/ton higher than the non-delivery price, and spot prices continued to rise. Domestic alumina enterprises have recently reduced production while resuming production at the same time. Recently, there have been many news about the resumption of domestic mines, but according to SMM's understanding, large-scale resumption has not yet been achieved, and the increase in domestic bauxite is limited. SMM expects that before the batch resumption of domestic mines, there may be no significant increase in short-term supply. Demand side……
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.