铝行业周报:库存接近年内低点 淡季铝价强势上涨

国海证券股份有...
18 Jun

宏观:本周(6月9日-6月13日,下同)宏观面偏中性。美国核心CPI低于预期,市场对美联储9月降息预期升高;中美经贸磋商就落实和巩固日内瓦经贸会谈成果的措施框架达成原则一致,但市场对未来经济前景的担忧不减,宏观情绪整体中性偏谨慎。电解铝:供应:国内电解铝运行产能稳定,而铝棒加工费下滑,月底铸锭增加预期显现,但短期内国内仍将维持超低库存状态。成本方面,截至6月12日,电解铝即时成本周环比小幅下降18...

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