【SMM Weekly Comment: The Market Mainly Focuses on Rigid Demand under the Mood of Waiting and Watching, and Spot Transactions Turned Weak in the Latter Half of the Week】This week, the market reported that due to the production reduction of overseas alumina plants, some imported ore spot would flow into the Chinese market. According to SMM research, the total volume of this batch of ore spot was about 800,000 tons. If all of them were imported into China, it would bring about an expected increase of about 300,000 tons in domestic alumina production. In terms of domestic ore, some mines in Shanxi entered the stage of resuming production recently. According to SMM research, individual enterprises in Shanxi entered the stage of resuming production, and it is expected that the operating rate of alumina in the northern region will continue to rise in June. The demand side in Yunnan is steadily advancing the resumption of production to release favorable demand. Overall, the current tight balance of alumina has not changed significantly. It is expected that the spot price of alumina will mainly fluctuate and adjust in the short term, and it is necessary to continue to pay attention to the recent increase in domestic and overseas ore supply and the progress of resuming production in Shanxi, Henan and Shandong regions in June and July. In terms of futures, the State Council issued...
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.