Secondary Aluminum Industry PMI Drops to 38.0% in July Amid Seasonal Slowdown

Telah Terbit: Jul 31, 2025 18:21

Simpan

In July, the PMI of the secondary aluminum industry fell MoM to 38.0%, remaining below the 50 mark. On the production side, July is traditionally the off-season for the industry, with corporate orders gradually weakening. Coupled with the constraints of tight raw material supply and production losses, many enterprises were forced to reduce production, dragging down the industry's operating rate to continue its decline. However, the overall decline in the operating rate was limited. Firstly, the good performance of motorcycle consumption supported orders for some enterprises. Secondly, after the listing of cast aluminum alloy futures, futures-to-cash traders purchased a large amount of delivery brand ADC12, offsetting the reduction in downstream orders for some enterprises and, to a certain extent, smoothing out the fluctuations between peak and off-seasons. On the inventory side, enterprises' finished product inventories were rapidly depleted due to the decline in operating rates and the delivery of futures-to-cash orders, while social inventories accelerated their accumulation. Limited by the insufficient supply and high prices of raw materials, enterprises faced difficulties in raw material procurement, and raw material inventories also declined. Looking ahead to August, it is expected that end-use consumption of secondary aluminum will not significantly improve, and the industry's PMI will remain below the 50 mark.

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.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn

Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn

Berita Terkait

42 menit yang lalu

Kenaikan harga tender September diterapkan; aluminium fluorida melanjutkan tren kuatnya [Tinjauan Mingguan Garam Fluorida SMM]

Baca Selengkapnya

Kenaikan harga tender September diterapkan; aluminium fluorida melanjutkan tren kuatnya [Tinjauan Mingguan Garam Fluorida SMM]

42 menit yang lalu

45 menit yang lalu

Dukungan biaya yang kuat mendorong harga anoda prebaked naik [Tinjauan mingguan anoda prebaked SMM]

Baca Selengkapnya

Dukungan biaya yang kuat mendorong harga anoda prebaked naik [Tinjauan mingguan anoda prebaked SMM]

45 menit yang lalu

1 jam yang lalu

Harga ADC12 Naik Beberapa Minggu Berturut-turut, Perbaikan Laba dan Pemulihan Permintaan Marjinal [Tinjauan Mingguan Skrap Aluminium dan Aluminium Sekunder]

Baca Selengkapnya

Harga ADC12 Naik Beberapa Minggu Berturut-turut, Perbaikan Laba dan Pemulihan Permintaan Marjinal [Tinjauan Mingguan Skrap Aluminium dan Aluminium Sekunder]

[Ulasan Mingguan Skrap Aluminium dan Aluminium Sekunder: Harga ADC12 Naik Beberapa Hari Berturut-turut, Perbaikan Laba dan Pemulihan Permintaan Marjinal] Minggu ini, harga pasar ADC12 terus naik. Hingga Kamis, harga telah naik kumulatif 350 yuan/mt selama sepekan menjadi 24.300 yuan/mt. Dari sisi biaya, harga aluminium bertahan baik minggu ini, semakin memperkuat dukungan biaya untuk bahan baku ADC12. Perusahaan menunjukkan keinginan yang lebih kuat untuk menaikkan harga, mendorong kuotasi spot lebih tinggi. Seiring naiknya harga ingot paduan jadi...

1 jam yang lalu

Berita Terkait

Kenaikan harga tender September diterapkan; aluminium fluorida melanjutkan tren kuatnya [Tinjauan Mingguan Garam Fluorida SMM]

Sep 03, 2026 17:52

Dukungan biaya yang kuat mendorong harga anoda prebaked naik [Tinjauan mingguan anoda prebaked SMM]

Sep 03, 2026 17:49

Harga ADC12 Naik Beberapa Minggu Berturut-turut, Perbaikan Laba dan Pemulihan Permintaan Marjinal [Tinjauan Mingguan Skrap Aluminium dan Aluminium Sekunder]

Sep 03, 2026 17:33

SHFE: Waran Paduan Aluminium Cor Naik 364 mt menjadi 21.923 mt pada 3 September

Sep 03, 2026 17:25