Non-ferrous metal early bus July 23

On July 22, the domestic social stock of electrolytic aluminum was 801,000 tons, a decrease of 20,000 tons from July 19, including 273,000 tons in Wuxi, 208,000 tons in Foshan, 60,000 tons in Gongyi and 107,000 tons in Shanghai. 62,000 tons in Hangzhou area and 44,000 tons in Tianjin area.

On July 22, China’s 6063 aluminum bar stocks were: 52,500 tons in Foshan, 19,500 tons in Wuxi, 23,000 tons in Nanchang, 16,000 tons in Changzhou, 15,000 tons in Huzhou, 4,500 tons in Chengdu, and 3,500 tons in Gongyi. The volume was 134,000 tons, a decrease of 5,000 tons from July 19.

According to surveys, aluminum processing enterprises in Zhengzhou, Luoyang and other places in Henan Province, in addition to emergency incidents such as flood prevention and flood control, the problem of freight interruption caused by heavy rains is also more obvious. Some aluminum processing enterprises benefit from the geographical location, although they are not significantly affected by the heavy rain. It is temporarily interrupted, raw materials are difficult to guarantee, and most of them are in a state of suspension. It is estimated that it will take two to three days to resume. Under the influence of the current power to protect people’s livelihood and the obstruction of coal transportation, the power shortage after flood control will further restrict the resumption of production cycle of local aluminum processing enterprises, and the recovery may exceed one week.

From January to May 2021, the global aluminum market will have a supply shortage of 655,000 tons. In 2020, there will be an oversupply of 1.174 million tons. In May 2021, the global aluminum market consumption was 6.0565 million tons. From January to May of 2021, global aluminum demand was 29.29 million tons, compared with 26.545 million tons in the same period last year, an increase of 2.745 million tons year-on-year. In May 2021, global aluminum production was 5.7987 million tons, an increase of 5.5% year-on-year. As of the end of May 2021, the global aluminum market inventory was 233 thousand tons.

On July 21, the trial production of 100,000 tons of secondary aluminum alloy ingots project of Huaxiao Aluminum Industry Co., Ltd. in Miluo Circular Economy Industrial Park was successful.

On July 20th, the colorful flags in the Wanbond Green Intelligent Manufacturing New Material Industrial Park were launched, and we ushered in the commissioning ceremony of the Wanbang Green Intelligent Manufacturing New Material Industrial Park (Phase I) Dongliang Aluminum’s annual output of 350,000 tons of aluminum profile project! The Wanbond Green Intelligent Manufacturing New Material Industrial Park (Phase I) project put into production this time is a particularly important industrial project in the province. It is also a representative of green, low-carbon and intelligent manufacturing projects. It is expected to achieve annual sales revenue of over 10 billion yuan after it reaches full capacity. Further enhance the stamina of Wuxing’s economic and social development.

Wanshun New Materials announced that its subsidiary Jiangsu Zhongji plans to use Sichuan Wanshun Zhongji as the main body of the project to invest in the construction of a high-precision aluminum strip project with an annual output of 130,000 tons in Guangyuan Economic and Technological Development Zone, Sichuan Province. The total investment of the project is estimated to be 1.19 billion. Yuan.

Nanshan Aluminum issued an announcement stating that the company held the tenth meeting of the tenth board of directors on July 21, 2021, and reviewed and approved the “Proposal on the Construction of Automobile Lightweight Aluminum Strip Production Line Project.” The total investment of the project is about 2 billion yuan, and the estimated construction period is 18-30 months. After the project is completed, it will add 200,000 tons of new automotive lightweight aluminum sheet and strip production capacity each year.

Rusal said it may restrict aluminum exports after the Russian government starts to impose export taxes and fees next month. The company’s head of sales in the domestic and Chinese markets said that the company exports about 3 million tons of aluminum each year, and this year’s exports may be reduced by hundreds of thousands of tons, because the taxation will make some exports unprofitable.

Li Xinggan, Director of the Department of Foreign Trade of the Ministry of Commerce, said that with regard to the increase in raw material prices, analysis shows that international transmission of prices is the main reason. The rapid increase in domestic and foreign demand has further aggravated the momentum of price increases, which has brought a lot to manufacturers and foreign trade companies. pressure. We will closely follow up and monitor the price trends of bulk commodities with various localities and departments, promote the diversification of imports, and build stable foreign trade channels for bulk commodities. The prices of some bulk commodities have already fallen.

Guo Tingting, Director of the Comprehensive Department of the Ministry of Commerce, said that the use of foreign capital increased significantly in the first half of the year, and the structure of foreign investment was optimized. The actual use of foreign investment in the manufacturing industry increased by 9.9%, which was the highest growth rate in the same period in the past 10 years; the actual use of foreign investment in the service industry increased by 33.4%. The main sources of investment have grown steadily. The actual investment in the countries along the “Belt and Road”, ASEAN, and EU increased by 49.6%, 50.7% and 10.3% respectively. The actual investment in Hong Kong, Singapore, South Korea, and Germany increased by 35.5%, 53.6%, 29.9%, and 32.4% respectively.

Henan is one of my country’s important bulk commodity production bases, and it is also a transportation hub connecting many surrounding provinces. At present, a wide range of extreme heavy rainfall weather has had an impact on the production, transportation, and trading of local commodities. According to industry insiders, the bulk commodity market in Henan is basically in a state of weak supply and demand, but the impact of heavy rainfall on the market is limited, and the market will return to stability and rationality in the future.

The above is the whole content of today’s morning bus. A new day has begun, I wish you a happy work!

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