Aluminium billet inventories rose 100,700 mt on week

Jusheng Light Alloy specializes in the production of high-performance aluminum alloy plates, strips, and foils, along with the processing of related products, and has achieved an output value of 470 million yuan. Since establishing a cooperative relationship with North China Aluminum, it has successfully brought in a professional management team of over 20 people. This team is helping the company expand its product portfolio into emerging fields such as NEV aluminum foil, with a target of exceeding 1 billion yuan in output value within the year.

As of May this year, Southwest Aluminum's product production was up 10.1% YoY, setting a new record for the same period, and the production-sales ratio remained at 100%. Specifically, the Rolling Plant improved its rolling production process, with production up 3.4% YoY; the Plate & Strip Company, focusing on full detailed order production scheduling, saw production up 8.4% YoY, while its hot continuous rolling line production was up 5.1% YoY, hitting a new high. In addition, the production of automotive sheets and ship plates surged 72% and 174.1% YoY, respectively.

Data pemantauan ChinaIOL menunjukkan bahwa pada Mei 2026, produksi AC rumah tangga China mencapai 18,74 juta unit, turun 10,0% yoy; penjualan 19,58 juta unit, turun 11,1% yoy; di antaranya ekspor 7,58 juta unit, turun 4,2% yoy; dan penjualan domestik 12,00 juta unit, turun 15,0% yoy. Produksi dan penjualan terus menurun. Dipengaruhi oleh kondisi pasar pengguna akhir domestik, penurunan yoy penjualan domestik melebar secara signifikan. Di bawah tekanan inventaris, produksi secara proaktif dikurangi untuk memulai destocking.