Chengtun Mining: Kalongwe Copper-Cobalt Project In Congo Is Ramping Up Production Capacity

[SMM Pasar Anoda Tembaga] Selama pekan ini, beberapa produsen anoda tembaga yang terdampak topan sebelumnya kembali berproduksi. Dari 28 Agustus hingga 3 September, tingkat operasi mingguan produsen pelat anoda tembaga sekunder Tiongkok versi SMM naik 5,75 poin persentase WoW menjadi 50,40%. Pekan depan diperkirakan naik 3,69 poin persentase WoW menjadi 54,09%.

[SMM Brass Billet Flash] According to SMM, the current tight supply of secondary brass remains unchanged, raw material prices stabilize at highs, and processing profit margins continue to be squeezed. This week, days of raw material inventories at sampled enterprises stood at 3.52 days, remaining low. However, downstream buyers mainly made just-in-time procurement, with weak willingness to restock proactively, and finished product inventory destocking was hindered once again. This week, days of finished product inventories at sampled enterprises stood at 5.11 days.

[SMM Kilat Billet Kuningan] Melihat ke depan minggu depan (9.4-9.10), harga tembaga kemungkinan akan berkonsolidasi di level tinggi dalam jangka pendek, tetapi pesanan permintaan kaku hilir diperkirakan akan sedikit terlepas setelah kargo berharga rendah secara bertahap terserap. SMM memperkirakan tingkat operasi akan sedikit pulih menjadi 49,06%, naik 0,57 poin persentase MoM.