Shanghai aluminum is thriving The adjustment of the non-ferrous metal plate is expected to intensify

Recently, under the policy-oriented formulation of "structural deleveraging", the market expects that the recovery of social financing may be suppressed, and it is difficult for the economy to exceed expectations in April
.
Overall, market optimism was subdued
.
Industry insiders believe that as steady growth enters the wait-and-see period, the short-term support of some varieties closely related to macro such as non-ferrous metals may weaken, and investors need to be vigilant against investment risks
under the short-term adjustment of the market and the linkage of related assets.

It is worth mentioning that since April, Shanghai aluminum has continued the cycle of shock and upward and the rally has increased, but the outer plate of aluminum has shown a diametrically opposite situation
due to poor external demand.

Macro stability maintenance stimulus, monetary policy expectations loose, coupled with the slow release of new production capacity (mainly replacement capacity), and the expectation of the upcoming peak season, market sentiment has been greatly boosted
.
Under the pursuit of funds, Shanghai aluminum has soared upward among non-ferrous metals
.

Looking forward to the future market, analysts pointed out that the short-term non-ferrous metal sector adjustment is expected to intensify, and the upward rhythm of the market may be temporarily disrupted, but there is strong support above and below overall, and the adjustment space is expected to be limited
.