1, the quantitative easing of the US dollar has pushed up commodity prices, and glass and Shanghai aluminum futures in financial markets will rise. Downstream demand is strong, such as cars and planes.
2. With the strengthening of national environmental protection supervision and the closure of some enterprises, these high-consumption enterprises will increase their costs and reduce their production capacity, which will also be transmitted to the downstream.
3. The price of alumina is rising, and the cost of workers is rising.