【SMM aluminum morning meeting summary: fundamentals continue to weaken, macro support is strong】 On the macro front, multiple central banks have successively cut interest rates,叠加 the strengthening of gold to support commodity prices. On the fundamentals, domestic electrolytic aluminum production capacity has increased year-on-year, and downstream demand has shown fatigue. Only a few areas still have resilience in demand. In the short term, the supply-demand relationship in the fundamentals is weakening, but macro support is relatively strong. It is expected that aluminum prices will mainly fluctuate at high levels.
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.