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房地产业出现复苏迹象,汽车业销售复苏的可能性加大;铝企减产有助铝价上涨;铝从现货市场向LME仓库的转移将致使现货铝供给保持紧俏,成为推动铝价上涨的另一因素;货币政策对于铝价影响或多偏向于中性。铝价第四季度或继续上涨。
The real estate sector is showing signs of recovery and the automobile industry is more likely to recover from sales. Aluminum prices will help increase aluminum prices. The shift of aluminum from the spot market to the LME warehouse will keep the spot aluminum supply tight, becoming another Factors; the impact of monetary policy on the price of aluminum or tend to be more neutral. Aluminum prices in the fourth quarter or continue to rise.