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Overnight, Shanghai aluminum continued to fluctuate strongly, yesterday's market rumors that Xinjiang will limit production, it is understood that the company has not received news, rumors can not prove falsification
.
This week, the destocking of aluminum ingots and aluminum rods accelerated slightly, the spot of aluminum ingots was strong, the water premium in South China rose, and the processing fee of aluminum rods rose significantly
.
Orders from downstream manufacturers are sufficient, and consumption in peak season is optimistic, but storage dumping is still a major risk
.
The aluminum market is in the seasonal destocking stage, and the price runs to the upper edge of the recent shock range, and it is not appropriate to chase up, wait and see for further verification
.
Yesterday, there was news that Xinjiang will limit production, although it was subsequently refuted, but aluminum prices still maintained a rally, showing that the market is optimistic
about the aluminum market.
In addition, the current trend of aluminum prices in the outer disk is stronger than that of the internal market, and under the long-short game of the inner disk, the promotion of the external disk may become a reference
for the rebound of the internal disk.
Fundamentals have entered a stage of supply and demand, investors pay more attention to the marginal impact, and carbon neutrality on supply constraints and further improvement of demand expectations have become the main logic
of capital intervention in the market.
However, the market has also entered the situation of capital and downstream industry game, at this time investors may pay more attention to the social inventory, if the social treasury achieves rapid decomposition, the demand is expected to gradually cash in will gradually raise the market price; However, if the destocking is weaker than expected, the fundamental constraints may become the shackles of higher prices, and the high volatility may become the main theme
of a stage.
