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【SMM Aluminum Brief】This week, trends in the core raw materials market for aluminum fluoride diverged. Fluorite prices continued to weaken, the aluminum hydroxide market remained stable, while sulfuric acid prices stayed elevated due to cost support and tight supply. Amid mixed movements in raw material prices, overall cost support for the aluminum fluoride industry has eased slightly compared with earlier periods, though the overall cost base remains relatively high and production-side pressure on enterprises has not yet significantly eased.

【SMM Aluminum Brief】The current market continues to face multiple bearish factors, including the recovery of domestic supply, ongoing inflows of low-priced imported material, and sluggish downstream demand. As a result, the overall supply-demand balance in the fluorite market remains loose, and fluorite prices are expected to continue fluctuating weakly in the short term.

【SMM Aluminum Brief】At present, the two major core raw material categories for prebaked anodes have both improved, strengthening support from the raw material side for prebaked anode prices. Although raw materials are currently providing some cost support, the weakness previously seen in the raw materials market has gradually been transmitted downstream. As a result, prebaked anode prices are expected to trend weaker next month.