Consumer expectations are relatively optimistic, and short-term aluminum price volatility is strong

Today's Lun aluminum running at a low level, LME three-month aluminum Beijing time at 15:01 at 2254.
5 US dollars / ton, down 14.
5 US dollars, or 0.
64%,
from the previous trading day's settlement price.

In terms of the market, today's spot trading price of Yangtze River is 17350-17390 yuan / ton, down 120 yuan; Guangdong South Reserve reported 17400-17460 yuan / ton, down 80 yuan; Hua reported 17470-17490 yuan / ton, down 110 yuan
.
The source of circulation of goods has tightened, the receiving party has actively entered the market for procurement, the enthusiasm of large households to receive goods is acceptable, and the transaction performance is good
.

The fermentation of production restrictions in Inner Mongolia and the difficulty of landing local new production capacity this year, and the market is more concerned about the concept of "carbon peaking", all of which will have a long-term impact on the supply side of aluminum, and the increase in supply margin will continue
to tighten.
In addition, the downstream start has increased slightly, and the high aluminum price has gradually reflected the trend of acceptance and adaptation, and the downward transmission of aluminum prices is relatively smooth
.
Follow-up suggestions pay attention to the sustainability of destocking of social treasury, the landing of storage news and the release of imports
.
For the price, it is still inclined to look at the high adjustment of aluminum prices, if the aluminum price is adjusted to the downstream profit has a more obvious repair, then the rise in aluminum prices will also have better momentum and safety margin
.