SMM Review: Aluminum Alloy Prices Soar to New Highs Amid Tight Supply, Weak Demand

Telah Terbit: Dec 29, 2025 14:35

Simpan

[SMM Aluminum Alloy Spot Review] Today, SMM A00 aluminum prices surged by 470 yuan/mt to 22,490 yuan/mt; ADC12 prices also rose by 400 yuan/mt, reaching 22,400 yuan/mt, hitting a new high since May 2022. Raw material supply remained tight, coupled with aluminum prices approaching the high of 23,000 yuan/mt and copper prices breaking through 100,000 yuan/mt, driving rapid price increases for aluminum scrap, especially aluminum tense scrap, while high-copper series alloy processing fees also rose accordingly. However, demand side, overall performance was weak, with insufficient purchase willingness from downstream sectors, resulting in a "price without market" scenario. Supply side, affected by environmental protection-related controls, raw material shortages, and losses, capacity still faced contraction pressure. Overall, cost support and supply tightening jointly solidified the price floor, but demand slowdown and aluminum prices fluctuating at highs suppressed downstream purchase enthusiasm. ADC12 prices are expected to hover at highs in the short term. Import side, current overseas ADC12 offers rose to the range of $2,660–2,680/mt, but the increase lagged behind domestic prices, further expanding the real-time profit margin for imports to 300-500 yuan/mt.

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

13 menit yang lalu

Aluminum Processing Rate Falls to 60.1%, Sectors Stagnate Amid Deepening Off-Season

Baca Selengkapnya

Aluminum Processing Rate Falls to 60.1%, Sectors Stagnate Amid Deepening Off-Season

Overall, this week the aluminum processing industry remained in the doldrums under the dual pressure of deepening off-season effects and the aluminum price rebound. Export support faded, and recovery in domestic demand was slow. It is expected that the overall operating rate of the aluminum processing industry will maintain a weak trend in August.

13 menit yang lalu

1 jam yang lalu

Dukungan Biaya dan Kendala Permintaan Berdampingan, ADC12 Berkonsolidasi di Level Tinggi [Analisis SMM]

Baca Selengkapnya

Dukungan Biaya dan Kendala Permintaan Berdampingan, ADC12 Berkonsolidasi di Level Tinggi [Analisis SMM]

[Analisis SMM] Dukungan Biaya dan Kendala Permintaan Berdampingan, ADC12 Berkonsolidasi di Level Tinggi, Menanti Terobosan Musim Puncak

1 jam yang lalu

2 jam yang lalu

Dukungan Biaya dan Kendala Permintaan Hadir Bersamaan, ADC12 Berkonsolidasi di Level Tinggi, Menunggu Terobosan Musim Puncak [Analisis SMM]

Baca Selengkapnya

Dukungan Biaya dan Kendala Permintaan Hadir Bersamaan, ADC12 Berkonsolidasi di Level Tinggi, Menunggu Terobosan Musim Puncak [Analisis SMM]

[Analisis SMM: Dukungan Biaya dan Kendala Permintaan Berdampingan, ADC12 Terkonsolidasi di Level Tinggi Menanti Terobosan Musim Puncak] Memasuki Agustus, harga ADC12 diperkirakan akan terus terkonsolidasi di level tinggi. Dari sisi biaya, saat ini pasokan skrap aluminium yang ketat dan biaya kepatuhan faktur pajak yang tinggi...

2 jam yang lalu

Berita Terkait

Aluminum Processing Rate Falls to 60.1%, Sectors Stagnate Amid Deepening Off-Season

Aug 06, 2026 22:21

Dukungan Biaya dan Kendala Permintaan Berdampingan, ADC12 Berkonsolidasi di Level Tinggi [Analisis SMM]

Aug 06, 2026 21:06

Dukungan Biaya dan Kendala Permintaan Hadir Bersamaan, ADC12 Berkonsolidasi di Level Tinggi, Menunggu Terobosan Musim Puncak [Analisis SMM]

Aug 06, 2026 19:46

Waran Paduan Aluminium Cor SHFE Sedikit Turun menjadi 17.284 mt pada 6 Agustus

Aug 06, 2026 17:53