Non-ferrous metals morning bus July 21

As of July 19, 15 listed aluminum companies that disclosed their interim performance forecasts had all increased by more than 50%, of which 11 achieved profit growth of more than 100% year-on-year, and Aluminum Corporation of China is expected to increase by about 83 times year-on-year. Research institutions said that the rapid growth of aluminum companies’ performance in the first half of the year was mainly due to factors such as supply and demand mismatches that drove the rise in aluminum prices, which in turn drove the performance of aluminum companies to climb.

According to investigations, some warehouse lines in Gongyi were slightly damaged due to floods in Henan. The main node station on the Longhai Line (Gongyi, Henan) is currently under urgent repair. If the weather continues to be bad. The arrival of aluminum ingots and aluminum bars in Henan, East China and other markets may have an impact.

According to media reports, due to continuous heavy rains, the aluminum factory’s chartered trucks could not be driven out. A total of 5 aluminum rod continuous casting and rolling production lines in Jiaozuo area were suspended from the night of the 18th, with a daily output of nearly 500 tons. It is expected to resume production tomorrow. .

According to relevant market understanding, the second batch of non-ferrous metals (copper, aluminum and zinc) dumping of the State Reserve Bureau this year will continue, and the State Reserve Bureau will announce relevant details later. It is reported that the dumping reserves of various varieties increased significantly this time. On July 5, the State Reserve Bureau issued a batch of 100,000 tons of national reserves through open online bidding, including 20,000 tons of copper, 50,000 tons of aluminum, and 30,000 tons of zinc.

In the first half of the year, Northwest Aluminum achieved a cumulative profit of more than 10 million yuan, with a year-on-year increase of 23.66% in output, a year-on-year increase of 25.93% in the production of A products, a year-on-year increase of 19.03% in processing fee income per ton, a decrease of 7.02% in processing costs per ton, and a 41.59 year-on-year increase in operating income. %, to achieve a substantial increase in production and operation performance.

Yunhai Metal stated on the investor interaction platform on July 20 that the company supplies aluminum rods to Apple’s first-tier suppliers.

On the 20th local time, the International Energy Agency issued an announcement stating that according to the current economic stimulus plans of various countries, global carbon dioxide emissions will reach a record high in 2023 and continue to rise. The International Energy Agency believes that countries have introduced a large number of economic stimulus plans in order to deal with the impact of the new crown epidemic crisis, but only about 2% of their budgets are used for clean energy measures, which is seriously insufficient for achieving global climate goals. At the same time, the gap in clean energy measures between developed and developing countries is widening.

On July 19, the closing price of carbon emission allowances in the national carbon market was 52.30 yuan/ton, an increase of 2.09% from the previous trading day. The intraday price fluctuated between 52.08 yuan/ton and 53.00 yuan/ton, with a trading volume of 130,800 yuan throughout the day. Tons, with a turnover of RMB 6,841,200. According to industry insiders, the current supply of carbon emission allowances is sufficient, most of which are issued free of charge. The market supply and demand are generally balanced. The price is expected to be difficult to exceed 60 yuan/ton in the short term. In the long run, as the carbon reduction plan advances, free allowances will be tightened and carbon prices will rise. It is the general trend.

As of the close, the Dow rose 549.95 points, or 1.62%, to 34,511.99 points; the S&P 500 index rose 64.68 points, or 1.52%, to 4323.17 points; the Nasdaq rose 223.89 points, or 1.57%, to 14,498.88 points.

On July 20, the Shanghai futures 2108 contract aluminum night trading closed at 19185, up 140; copper closed at 68,500 up 590; zinc closed at 22500, up 20

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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