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从基本面来看,成本对铝价的支撑作用明显。而由于电解铝供应模式发生的变化,原铝库存消化迅速,这对被认为过剩铝市来说无疑是一大利好。下半年下游消费情况或将迎来一定好转。由于电解铝供应模式发生的变化,原铝库存消化迅速,这对被认为过剩的铝市来说无疑是一大利好。下半年下游消费情况或将迎来一定好转。因此我们对下半年铝市的判断是仍存在上行空间,而且时间点在三季度的可能性比较大。
From the fundamental point of view, the cost of aluminum prices play a significant role. Due to the change in the supply pattern of electrolytic aluminum, primary aluminum stocks are rapidly digested, which is undoubtedly a great advantage for the aluminium market that is considered to be surplus. Downstream consumption in the second half of the year or will usher in a certain improvement. Due to changes in the supply pattern of electrolytic aluminum, primary aluminum stocks have been digested rapidly, which is undoubtedly a great advantage for the aluminum market that is considered to be surplus. Downstream consumption in the second half of the year or will usher in a certain improvement. Therefore, we believe that there is still room for upward movement in the judgment of the aluminum market in the second half of the year and that there is a high probability that the time will be in the third quarter.