AH中國鋁業漲幅均超4% 滬鋁期貨漲2.27% 短期內可能供需錯配
格隆匯1月26日丨AH中國鋁業漲幅均超4%,滬鋁期貨漲2.27%,報21610人民幣/噸。進入2021年12月,歐洲電力出現供應緊缺情況,導致歐洲許多冶煉廠被迫停產。從外盤庫存來看,截至1月24日,LME鋁庫存為859800噸,較上週減少6150噸;註銷倉單為408275噸,較上週減少5350噸;註銷倉單佔比為47.48%,較上週降低0.28個百分點。本週庫存水平處於近5年同期的最低位,外盤庫存持續下降,也反映出全球電解鋁供應偏緊的格局。展望後市,北京冬奧會即將舉辦,為確保空氣質量,華北以及西北相關地區將進行錯峯生產,而河南、內蒙古為我國電解鋁的主產區,當地電解鋁企業生產可能受到影響,而華東和華南是我國電解鋁主要消費區,當地企業開工不會受影響。待春節假期歸來後,電解鋁產業供應可能受到抑制,需求則將維持穩定,供需將出現錯配。


Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.