[SMM Today's News] Metals rise and fall each other and iron ore increases by about 3%. Does the downward channel of silicon price open? | China's mineral imports and exports were released in November

Telah Terbit: Dec 21, 2021 13:40
Sumber: 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 ~

Notice of the opening of the selection of the Top Ten of SMM electromagnetic Wire Industry in 2021

Today's focus

Metal prices rise and fall each other Shanghai aluminum and zinc both fell more than 1 per cent iron ore rose more than 2 per cent [SMM afternoon review]

"View SMM Metal spot Historical Price

On December 21, Shagang Steel announced the price adjustment of 12-3 building materials in 2021.

Is the downward channel open for a 66% reduction in silicon prices in three months? [SMM analysis]

"View SMM Silicon spot quotation

The rare earth permanent magnet plate is active again. Yinlohua Lianglian Board [SMM News]

"check the spot quotation of SMM rare earths.

Outlook for commodities in 2022

The outlook for basic metals is bearish in 2022.

China's imports of copper ore and its concentrates increased by 22% month-on-month in November

The global refined copper market of ICSG: has a supply shortage of 57000 tons in September.

China's zinc production rebounded to its highest level this year in November

China's imports of tin ore from Myanmar fell by more than half in November compared with the previous month.

The rush of consumers to buy tin will keep prices near record highs.

General Administration of Customs: China's imports of nickel ore and its concentrate decreased by 10% in November compared with the previous month.

General Administration of Customs: China's imports of nickel and iron fell 25% in November compared with the same period last year.

China's imports of iron ore and its concentrates increased by 6.99% in November compared with the same period last year.

Domestic iron ore output in November was less than 80 million tons, the lowest since March this year.

In November, China's export volume of rare earths increased and prices decreased. The export volume and prices of rare earths and products all increased.

Flooding in Southeast Asia by a super typhoon has caused local semiconductor manufacturers to stop production.

SMM survey: what kind of metal do you like most in 2022?

SMM Daily Review

The price of alumina in Shanxi, Henan and Henan gradually stabilizes and the price in southwest China is still in the game [SMM Daily Review]

Inner Mongolia Silicon-Manganese Furnace Reform Market Price mentality increased [SMM Silicon-Manganese Daily Review]

Weak and stable Operation of Manganese Mine Price [Daily Review of SMM Manganese Mine]

Mr. SMM spot KuaiBao

The consignor leads Shengshui and remains at a high position [SMM Shanghai Copper spot]

Downstream purchasing is not active spot water rose slightly [SMM North China Copper spot]

On December 21, the price discount for copper spot in Shanghai market (fifth period) [SMM price]

On December 21, the spot market of copper in Guangdong increased the price of each period of time (the third period) [SMM price]

Less shippers, shippers take advantage of the opportunity to raise prices, but consumption generally restricts the rate of increase [SMM South China Copper spot]

Lead market situation in "other regions" KuaiBao: lead prices have risen slightly and the discount for smelters has remained flat [SMM lead afternoon Review]

Recycled lead: lead prices have temporarily stopped falling. Trading in the spot market is still not improving [SMM afternoon Review]

Tianjin Zinc: overall Market transaction General traders downgrade Shengshui Shipping [SMM afternoon Review]

Guangdong Zinc: the spot discount for holders is slightly narrowed relative to the standing price [SMM afternoon Review]

Ningbo Zinc: strong bearish sentiment downstream Market turnover weakens [SMM afternoon Review]

Shanghai Zinc: weak Market Operation at the end of the year rising Water slightly Down [SMM afternoon Review]

The spot performance is stable and Shanghai and tin continue to trade sideways [SMM afternoon review]

Industrial trends

The blockade continues. Las Bambas Copper Mine is not considering legal action for the time being.

SMM visits Suzhou Nuorida New material Technology Co., Ltd. Mutually beneficial cooperation focuses on industry development

Baosteel Desheng will switch product brands from January 2022.

The annual output of the high-end cold rolled oriented silicon steel project of Taiyuan Iron and Steel Co., Ltd. can reach 160000 tons after the full line is put into production at the end of December 2024.

More than 1.1 billion yuan! Enjie Co., Ltd. plans to increase investment in Hungarian wet lithium battery separator project.

The net profit of Wachovia New Materials has increased by 86.09% in advance this year, and the diaphragm business process has been accelerated by 162.43%.

Overnight, US lithium mining stocks fell sharply. Chile's mining and chemical industry once fell by more than 17%.

How hot is the new energy track? Leading enterprises also have to pay a lot of money in advance to rush for goods.

Li mining stocks continue to "flameout" there is lithium can go all over the world?

The mismatch price between supply and demand of rare earths rises, the industry suggests increasing target supply and making overall use of international and domestic resources.

Li [12.21 Lithium Express] the Ministry of Industry and Information Technology said that it will expand the consumption of new energy vehicles in 2022 | Northeast Securities expects the lithium industry to be high and continuous or exceed expectations.

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

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