Since 2022, the domestic epidemic has been characterized by multiple points, wide coverage and long duration, which will have varying degrees of impact on the cost, price, supply and demand, and trade of the aluminum industry. According to statistics from Antaike, this round of epidemic has caused a reduction of 3.45 million tons/year of alumina production and 400,000 tons/year of electrolytic aluminum production. At present, these reduced production capacities have gradually resumed production or are preparing to resume. The impact of the epidemic on the production side of the industry is generally controllable. .
However, due to the impact of the epidemic, aluminum consumption is facing great challenges. Most terminal enterprises represented by the automobile industry have stopped production and production; transportation efficiency has dropped significantly, and transportation costs have increased. Under the influence of multiple factors such as the epidemic, the price of anodes climbed to a high level; the price of alumina bottomed out and remained stable after repeated rounds; the price of aluminum surged and fell behind and hovered at a low level.
From the perspective of major consumption areas, the overall demand in the real estate industry is still sluggish, the production of aluminum door and window profiles for construction is greatly affected, and the performance of the industrial profile market is better than that of the building materials market. The production activity of aluminum materials for new energy vehicles and photovoltaic industries is relatively high. Enterprises are generally optimistic about the product market of aluminum sheets for passenger vehicles, battery foils, battery soft packs, battery trays and battery shells, solar frame profiles and bracket profiles. The number of investment projects in the above-mentioned market segments is relatively large.
From the perspective of sub-sectors, although the market demand for aluminum sheet, strip and aluminum foil in the first quarter decreased month-on-month, it was relatively good compared with the same period of the previous year.
Post time: May-27-2022