【SMM Early Review of Alumina: Enterprise Maintenance and New Production in Parallel, Tight Supply Remains Unchanged】 In recent days, some alumina plants in the north and south of China have reduced production due to equipment maintenance or energy supply issues. Domestic alumina operating capacity has declined compared with the early stage. On the other hand, some new alumina production capacity in China has entered the production stage recently, and this capacity may gradually increase in July. Currently, alumina supply is increasing and decreasing at the same time. The demand side, Yunnan has steadily resumed production, and the new project of Inner Mongolia Huayun's third phase will continue to be put into production, releasing demand benefits. The current domestic alumina supply and demand are both increasing. SMM believes that the tight balance of domestic alumina has not changed significantly in this stage. In the short term, the spot price of alumina will fluctuate and adjust mainly, and the price trend of alumina needs to be further guided by fundamentals under the interweaving of bullish and bearish sentiments. In the future...
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.