SMM Morning Comment on Alumina: Recently, the weekly operating rate of alumina has rebounded slightly, and alumina supply has increased slightly. With the technological transformation and production cuts at aluminum smelters in Guangxi, Sichuan, and other regions, alumina demand has slightly decreased, and the previously tight alumina supply has improved compared to earlier periods. By the end of December, the alumina raw material inventory at aluminum smelters had rebounded slightly, while downstream restocking and purchasing enthusiasm weakened. The acceptance of high-priced spot alumina decreased, and with reports of some low-priced transactions, suppliers showed an increased willingness to sell. In the short term, spot alumina prices are likely to maintain a slight downward trend.
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.