[SMM Today's News] the non-ferrous market is mixed | Steel prices have fallen sharply | Lithium mines are "blooming"? 16 shares rose!

Publicado: Nov 17, 2021 16:33
Fuente: SMM
SMM News Today: daily carefully selected macro, industry, spot market news, SMM first-hand research data and exclusive comments. The content of this article is scrolling updated, please refresh to see ~

2021SMM South China Nonferrous Metals Industry Annual meeting invites you to get together in Foshan in December!

Today's focus

Metal midday decline of Shanghai aluminum narrowed slightly. Coke turned red and rose by more than 1%.

"View SMM Metal spot Historical Price

"the aluminum rod processing fee has been raised again and the downstream receiving strength has become weaker [SMM aluminum rod processing fee market].

Double carbon to promote aluminum as a high energy-consuming industry bear the brunt of overseas aluminum enterprises why to step up production expansion? [SMM analysis]

Fire broke out at the Sulawesi Nickel Refinery in Southeast Indonesia [SMM concern]

From January to October, the cumulative production of crude steel in China decreased by 877 million tons compared with the same period last year.

Ministry of Industry and Information Technology: steel prices have fallen sharply recently

The trend of coal prices at home and abroad is very different to ensure the phased effect of coal supply and it is difficult for coal prices to rebound at the peak of coal use in winter.

National Development and Reform Commission: the safe and stable supply of coal this winter and next spring is guaranteed.

The auction market of rare earths in northern China is hot. The bid quoted in the 89th auction has been sold.

Baotou City Industry and Information Bureau: in October, the prices of rare earth products increased or remained flat compared with the previous month.

The supply and demand logic restructuring price of "industrial vitamins" has broken through in the past 10 years. Magnetic material factory orders are sufficient in the fourth quarter of the past 10 years.

The three major A-share indexes all closed higher in the two markets. More than 100 shares rose by the limit of the new energy sector. [stock market closed]

Molybdenum Trilogy of Science Popularization of small Metals (Middle)-the present situation of Molybdenum [SMM Science Popularization]

Change of price names of vanadium pentoxide and ferrovanadium on November 18 [SMM announcement]

SMM Daily Review

Both of them stopped to watch BC Bronze coming out of a new trend [brief Review of SMM International Copper BC]

"if the price falls again, pay attention to the strength and depth of the correction [SMM Alumina Daily Review]

Shanghai lead has fallen for three days in a row, focusing on 15000 yuan / ton first-line support at night [brief review of lead in SMM period]

Market sentiment is pessimistic again [Foshan stainless Steel Daily Review]

Lack of demand and supply increases the price of high-carbon ferrochromium falls below 10,000 yuan [SMM Daily Review]

The price difference between the price increase of oxygen-free 55 silicon holders and the narrowing of the price difference between oxygen-free 55 silicon carriers and oxygen-free silicon carriers is determined to narrow [SMM Daily Review]

The increase in miners' costs is obvious in the upstream and downstream games [SMM Manganese Mine Daily Review]

The spot market of silicon and manganese is not ideal. There are still high-priced raw materials in iron factories [SMM Silicon and Manganese Daily Review]

Take a look at the progress letter of 2021 Chinese stainless steel-metal furnace charge conference in Lianyungang.

Mr. SMM spot KuaiBao

Shanghai copper futures fell to around 70,000 yuan to attract enquiries to increase the incentive for holders to raise the center of gravity to 800yuan / ton [SMM Shanghai copper spot]

Import window opens US Dollar Copper Premium Rapid upward [SMM Yangshan Copper spot]

On November 17, the spot market of copper in Guangdong increased the price of each period of time (the third period) [SMM price]

"the market expects that the supply of goods will be tight and the water will continue to rise during the day [SMM South China Copper spot]

Large price gap between Tianjin and Shanghai the northern smelter shipped goods southward [SMM North China copper spot]

Shanghai Aluminum withdrew more than 2% of the spot price and continued to expand [SMM South China Aluminum spot]

"the fundamental support is insufficient. Aluminum prices have fallen sharply. The spot discount has narrowed.

Lead market situation in "SMM Shanghai" KuaiBao: lead prices have fallen below the Wanwu mark and active trading in the spot market [SMM afternoon review]

Recycled lead: lead prices continue to fall and supply and demand in the spot market are both weak [SMM afternoon review]

Shanghai zinc: zinc ingot circulation tightens slightly upstream due to accident [SMM afternoon review]

Guangdong Zinc: the relative price of the market shows a slight stalemate between supply and demand [SMM afternoon review]

Tianjin Zinc: recent Zinc prices fluctuate higher and Trading in the Trade Market weakens [SMM afternoon Review]

Ningbo Zinc: general transaction with limited rigid demand downstream [SMM afternoon review]

The trend maintains the stable performance of the spot market in a narrow range [SMM afternoon review]

The supply of goods in the downstream active pick-up market is tight [SMM Nickel spot afternoon Review]

Stainless steel price continues to be weak and the current price spread narrowed to about 1600 yuan / ton during the poor period [spot information on SMM stainless steel]

The domestic molybdenum price has fallen below the 130000 mark [SMM molybdenum spot KuaiBao]

The 2021 (9th) SMM Silicon Summit invites you to Kunming, Yunnan!

Industrial trends

Li mining stocks are in full bloom! These good news stimulated nearly 16 shares in Tibet, such as Mount Qomolangma and Tianqi Lithium Industry, to rise and stop.

"Guiyang Aluminum Industry Technology Innovation Center" was set up.

The photovoltaic industry will welcome great benefits again! Us Court resumes tariff exemption for double-sided solar modules 201

China Photovoltaic 20 years: rivers and lakes Fengyunlu (38)

The lack of core caused Volkswagen to suspend production of electric cars in Germany this week.

Qualcomm announces its entry into the automotive industry: BMW will use its chips in the next generation of driving assistance systems

He built a factory in 8 billion and signed a contract with Jianfa Group to accelerate the layout of the Xiamen market in the Ningde era.

Aichi car landed in Spain and Portugal, ploughing the market in southern Europe.

The shortage of lithium hexafluorophosphate supply will continue.

11.2 billion yuan! Lishen Battery Annual production 24GWh Lithium Battery New Energy Industry Base settled in Wuxi

Shenzhen Stock Exchange issues a regulatory letter on Wanfeng Aowei.

AVIC Lithium Power is expected to maintain a high boom in its long-term expansion of long-term production capacity. The TWh equipment link is expected to maintain a high level of prosperity.

Luo Huahong Technology: creditor notice on repurchase and cancellation of some restricted shares to reduce registered capital

Li [11.17 Lithium Express] CITIC Construction Investment Corporation: the strong demand for lithium and nickel continues | the two salt lakes project of Mount Qomolangma in Tibet and Argentina has been officially launched.

December 16-17 China International Motor Industry chain Annual meeting to meet you in Ningbo!

Declaración de Fuente de Datos: Excepto la información disponible públicamente, todos los demás datos son procesados por SMM basándose en información pública, comunicación de mercado y confiando en el modelo de base de datos interna de SMM. Son solo para referencia y no constituyen recomendaciones para la toma de decisiones.

Para cualquier consulta o para obtener más información, por favor contacte: lemonzhao@smm.cn
Para más información sobre cómo acceder a nuestros informes de investigación, contacte con:service.en@smm.cn
Noticias relacionadas
[Batería de estado sólido: producción de electrolito de sulfuro 70 t, enero-agosto]
hace 1 hora
[Batería de estado sólido: producción de electrolito de sulfuro 70 t, enero-agosto]
Leer más
[Batería de estado sólido: producción de electrolito de sulfuro 70 t, enero-agosto]
[Batería de estado sólido: producción de electrolito de sulfuro 70 t, enero-agosto]
[Batería de estado sólido: producción de electrolito de sulfuro de 70 t en enero-agosto] De enero a agosto de 2026, la producción acumulada de electrolito de sulfuro de China alcanzó las 70 t, un aumento interanual del 119,7 %, superando ya el total de todo el año 2025 (58,29 t). Sin embargo, este impresionante crecimiento oculta tres duras realidades: ① Solo se ha alcanzado el 19,6 % del objetivo de previsión anual (360 t); ② La tasa de utilización de la capacidad en agosto fue de apenas el 5,82 %, con una capacidad gravemente ociosa; ③ Los precios de los productos continuaron desplomándose (el LPSC cayó más del 24 % en un solo mes). La producción media mensual del cuarto trimestre probablemente se situará en el rango de 11,5-13 t, con un total anual de aproximadamente 118-121 t, lo que representa un "ascenso sólido". Previsión anual de 360 t, con solo 70 t completadas en los primeros ocho meses: la brecha entre el "aumento gradual moderado" del electrolito de sulfuro de China y la realidad.
hace 1 hora
[Análisis de SMM] Europa busca la independencia de su cadena de suministro de litio, pero sus proyectos atraen a inversores asiáticos
hace 1 hora
[Análisis de SMM] Europa busca la independencia de su cadena de suministro de litio, pero sus proyectos atraen a inversores asiáticos
Leer más
[Análisis de SMM] Europa busca la independencia de su cadena de suministro de litio, pero sus proyectos atraen a inversores asiáticos
[Análisis de SMM] Europa busca la independencia de su cadena de suministro de litio, pero sus proyectos atraen a inversores asiáticos
hace 1 hora
El proyecto chileno de cobre-oro-cobalto Farellon completa la primera entrega de mineral e inicia la producción a pequeña escala
hace 2 horas
El proyecto chileno de cobre-oro-cobalto Farellon completa la primera entrega de mineral e inicia la producción a pequeña escala
Leer más
El proyecto chileno de cobre-oro-cobalto Farellon completa la primera entrega de mineral e inicia la producción a pequeña escala
El proyecto chileno de cobre-oro-cobalto Farellon completa la primera entrega de mineral e inicia la producción a pequeña escala
Según Red Metal Resources el 3 de septiembre, el proyecto Farellon, parte de la propiedad Carrizal de cobre-oro-cobalto de la compañía cerca de Vallenar, Chile, ha completado su primera entrega de mineral de sulfuro de cobre, lo que marca la transición del proyecto de la etapa de desarrollo a la venta real de mineral y producción a pequeña escala. El arrendatario y operador del proyecto, Minera KMT, transportó el primer lote de mineral a la planta de procesamiento de Vallenar operada por la empresa minera estatal chilena ENAMI el 20 y 21 de agosto. El hito se produjo solo unos tres meses después de que las partes firmaran un acuerdo minero en mayo, alrededor de cuatro meses antes del cronograma de desarrollo original de siete meses. Farellon es una parte importante de la propiedad Carrizal de cobre-oro-cobalto. Se espera que la primera entrega de mineral genere ingresos por regalías para Red Metal y siente las bases para una mayor expansión de las actividades de minería y procesamiento. La compañía aún no ha revelado la ley específica de cobalto, la producción de cobalto ni la tasa de recuperación del mineral entregado. Sin embargo, el paso del proyecto a la producción y venta reales representa un nuevo avance en la cartera de recursos de cobalto de Chile fuera de África.
hace 2 horas