[SMM Aluminum Spot Midday Review: Weak Spot Transactions in Henan and Shanghai Due to Insufficient Downstream Demand] According to the latest inventory data from SMM, as of this Monday, the social inventory of domestic aluminum ingots was 551,000 mt, up 12,000 mt compared to last Thursday. Inventory buildup in Wuxi was significant, up 11,000 mt to around 169,000 mt compared to last Thursday. In Gongyi, some rail shipments arrived over the weekend, increasing by approximately 7,000 mt compared to last Thursday. From the outflows from warehouses data, aluminum prices fluctuated last week, and downstream rushed to meet deadlines before tax incentives were canceled, leading to a WoW increase in domestic aluminum ingot outflows from warehouses. Currently, shipments from Xinjiang remain poor, with intermittent arrivals in Wuxi and Gongyi, but downstream demand weakened compared to last week. It is expected that the spot premiums for SMMA00 may narrow next week.
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.