Aluminum Oxide Industry

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仓单低位及反内卷情绪推升氧化铝触及涨停
中信期货· 2025-07-29 13:36
Short-term squeeze risk and anti-involution sentiment have jointly pushed up the aluminum oxide market. On one hand, the delivery of the 07 contract has led to a significant outflow of warehouse receipts, leaving only over 6kt of visible warehouse receipts on the exchange, raising concerns about a squeeze. On the other hand, the press conference held by the Ministry of Industry and Information Technology on July 18th mentioned two statements affecting aluminum oxide, boosting market sentiment: 1. Continuous ...