【Summary of SMM Aluminum Morning Meeting: Increasing Liquidity but Still Bleak on the Demand Side】Macroscopically, China lowered its deposit interest rate, and Canada also lowered its interest rate as expected, leading to increasingly sufficient market liquidity. Fundamentally, the domestic supply of electrolytic aluminum continues to grow, and the net import volume of primary aluminum has increased significantly year-on-year. However, the downstream aluminum processing and terminal demand have entered a slack season, with the operating rate of the aluminum processing industry falling to the bottom, and some stimulating measures have not yet taken effect. The social inventory remains high compared to the same period in the past three years...
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.