Non-ferrous metals morning bus July 28

According to the World Aluminum Net, International Aluminum data shows that in June, global alumina production reached 11.695 million tons, a decrease of 4.26% from the previous month and a year-on-year increase of 6.14%. In the second quarter, global alumina production reached 35.625 million tons, an increase of 3.93% month-on-month and 7.81% year-on-year. In the first half of the year, global alumina production totaled 69.903 million tons, an increase of 6.20% year-on-year. Among them, China’s alumina output in June was 6.348 million tons, down 3.23% month-on-month and up 9.82% year-on-year. China’s alumina production in the second quarter was 19.208 million tons, an increase of 4.68% month-on-month and 11.29% year-on-year.

According to media statistics, according to a rough estimate, based on the resistance conversion rate of 80% and the price of Baotou 5000 kcal thermal coal of 800 yuan/ton, the cost of electricity per kilowatt-hour is only about 0.172 yuan for coal. The cost of electricity per kilowatt-hour has exceeded RMB 0.34, regardless of labor, financial, and depreciation expenses, which is far higher than the 0.3112 RMB limit mentioned in the notice of the Inner Mongolia Ministry of Industry and Information Technology. Thermal power companies As a result, the net profit has fallen sharply or even suffered a large loss, and the once major coal power provinces have continued to suffer from power shortages and rationing.

RUSAL announced that in the second quarter of 2021, aluminum production totaled 936,000 tons (up 0.4% quarter-to-quarter), of which the Siberian smelter accounted for 93% of total aluminum production. In the second quarter of this year, aluminum sales were 1.038 million tons (up 7.9% quarter-to-quarter). In the second quarter of 2021, total alumina production increased by 0.6% quarter-to-quarter to 2.057 million tons. The company’s operations in Russia account for 37% of total alumina production. In the second quarter of 2021, bauxite production increased by 0.9% quarter-on-quarter to 3.836 million tons. The output of nepheline mine increased by 3.5% quarter-to-quarter to 1.099 million tons.

According to the World Aluminum Network, Vedanta’s first quarterly performance report for the 2021-22 fiscal year shows that as of June 30, 2021, Vedanta’s total revenue in the first quarter reached 291.15 billion rupees, which is higher than the previous quarter (2020-21 fiscal year). In the fourth quarter of the year, the same below)’s 290.65 billion rupees increased slightly by 0.3% from the previous quarter, an increase of 71.5% from the 169.98 billion rupees in the same period of the previous fiscal year. During the reporting period, net profit was 42.24 billion rupees, a decrease of 34.33% from 64.32 billion rupees in the previous quarter, and a 308.91% increase from 10.33 billion rupees in the same period of the previous fiscal year.

The Ministry of Ecology and Environment stated that by the end of December 2021, pilot areas will release relevant documents on the environmental impact assessment of carbon emissions from construction projects, study and formulate calculation methods for carbon emissions of construction projects and the preparation of environmental impact reports, and basically establish a carbon emissions environment for construction projects in key industries. The working mechanism of impact evaluation. By the end of June 2022, the carbon emission level and emission reduction potential of key industries will be basically figured out, and the technical methods for collaborative management and control of pollutants and carbon emissions from construction projects will be explored, and the path of integrated pollution source and carbon emission management will be opened up to achieve pollution reduction from the source. Carbon synergy.

From January to June, among 41 major industrial sectors, 39 industries increased their total profits year-on-year, one industry turned losses into profits, and one industry remained flat. The profits of the main industries are as follows: the total profit of the non-ferrous metal smelting and rolling processing industry increased by 2.73 times year-on-year, the coal mining and washing industry increased by 1.14 times, the automobile manufacturing industry increased by 45.2%, the electric power and thermal power production and supply industries increased by 9.5%, The coal and other fuel processing industries turned from losses to profits during the same period.

The China Association of Automobile Manufacturers, according to the data of 11 key auto companies in the industry, showed that in early and mid-July 2021, the 11 key companies completed 806,000 vehicles, a year-on-year decrease of 33%. Among them, passenger vehicle production fell by 31.2% year-on-year; commercial vehicle production fell by 41.3% year-on-year.

At the press conference of the Ministry of Ecology and Environment on July 26, Xu Bijiu, executive deputy director of the Central Ecological and Environmental Protection Inspectorate Office, emphasized that in the beginning of the 14th Five-Year Plan period, some places had a strong impulse to blindly launch the “Two Highs” project. Resolutely curb the momentum of, fast, grab, and chaos.

Fortune Chinese website released the 2021 “Fortune” China Top 500 rankings. China Aluminum Group Corporation, China Aluminum Corporation, Yunnan Copper Co., Ltd., Yunnan Aluminum Co., Ltd., and China Aluminum International Engineering Co., Ltd. are listed. The company is on the list. The 4 companies ranked 59th, 126th, 345th and 418th respectively in this year’s top 500 list.

[US stocks close] The Dow fell 81.11 points, or 0.23%, to 35063.20 points; the S&P 500 index fell 20.62 points, or 0.47%, to 4,401.63 points; the Nasdaq fell 180.14 points, or 1.21%, to 14,660.58 points.

LME electronic disk aluminum 2485 fell 19.5; copper 9790 fell 65.5; zinc 2972 fell 39; nickel 19325 fell 380; lead 2333.5 fell 31.5; aluminum inventory was 1.41 million tons; exchange rate 6.4734

LME aluminum 2496.5 fell 14.4; copper 9740 fell 53.3; zinc 2969.3 fell 28.3; nickel 19345.5 fell 361.5; lead 2365.3 fell 46; exchange rate 6.4734

On July 27, the Shanghai futures 2108 contract aluminum night trading closed at 19350, down 240; copper closed at 71980 up 40; zinc closed at 22265, down 240

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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