Multiple survey respondents said that the fluctuations in demand and the absolute value of aluminum foil prices this year are highly related to the basis. After the price increased unilaterally or shifted to a large BACK structure in May, June and September this year, the delivery progress of terminal companies slowed down significantly, and prices It fell back to 18,000 yuan and below.
After the monthly difference flattened, it slowly repaired and replenished raw material inventory again. The small cycle of inventory replenishment in the off-season and destocking in the peak season is more obvious.
Many survey respondents said that it is currently difficult to determine a unilateral trend in aluminum foil prices, showing many fluctuations. Therefore, the procurement rhythm also has a strong band nature, which is inversely proportional to the price and is also affected by the market structure. "
