核心逻辑宏观面:10月份美联储降息尘埃落定,市场关注12月会议前美相关经济数据变化,能否降息存疑。基本面:国产铝土矿供应偏紧,进口矿供应相对宽松,而氧化铝企业利润虽被压缩殆尽,但企业减产动能不强,关注后续企业生产情况,电解铝供应变动不大,增量相对有限,不过消费端亦进入淡季。观点:整体来看,目前氧化铝市场改善有限,11月份或继续低位运行,但需留意环保对生产的影响,而电解铝基本面尚可,11月份关注宏观...
Source Link核心逻辑宏观面:10月份美联储降息尘埃落定,市场关注12月会议前美相关经济数据变化,能否降息存疑。基本面:国产铝土矿供应偏紧,进口矿供应相对宽松,而氧化铝企业利润虽被压缩殆尽,但企业减产动能不强,关注后续企业生产情况,电解铝供应变动不大,增量相对有限,不过消费端亦进入淡季。观点:整体来看,目前氧化铝市场改善有限,11月份或继续低位运行,但需留意环保对生产的影响,而电解铝基本面尚可,11月份关注宏观...
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