[SMM Aluminum Futures Commentary: Fundamentals Weigh on Shanghai Aluminum, Continuing to Trend Downwards] On the macroeconomic front, the expectation of interest rate cuts in Europe has increased, and China has lowered the one-year and five-year loan prime rate (LPR), resulting in ample market liquidity. Fundamentally, the domestic supply of electrolytic aluminum continues to grow, with a significant year-on-year increase in net imports of primary aluminum. However, downstream aluminum processing and terminal demand have entered a slack season, with the operating rate of the aluminum processing industry falling to a low point...
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.