Aluminum Frames Retain 93% PV Market Share in 2025 Despite Cost Reduction Efforts

[SMM Aluminum News Flash] The aluminum fluoride market operated steadily overall this week, with prices holding at levels after the mid-month raise. Overall, the aluminum fluoride industry continued to face a weak pattern of high costs, low profits, and low operating rates, the tug-of-war between sellers and buyers intensified, and the short-term losses and negative industry dynamics remained difficult to alleviate.

[SMM Aluminum News Flash] This week, China's 97% fluorite powder delivery-to-factory prices remained stable, with the mainstream transaction range at 3,300-3,550 yuan/mt, and notable regional price spreads. In terms of supply, safety inspections in China's major producing areas continued to tighten, compounded by the impact of earlier safety incidents, resulting in tight market supply circulation and an overall rigid contraction pattern. Demand side, downstream hydrofluoric acid enterprises saw profit margins squeezed by high-priced sulphuric acid, and most enterprises primarily restocked on an as-needed basis, with limited willingness to chase higher prices in bulk. Overall, SMM expects the fluorite market to maintain a fluctuating trend in the short term.

[SMM Aluminum Alloy Daily Review] The ADC12 aluminum alloy market was in the doldrums overall today. As aluminum prices weakened, cost support loosened somewhat. Meanwhile, downstream demand remained sluggish, pre-holiday stockpiling fell short of expectations, and trading was sluggish, further suppressing upward momentum. Combined with an increase in low-priced supplies in the market and intensified competition among enterprises, the price center shifted slightly downward. In the short term, under the dual impact of weakening cost support and insufficient demand, ADC12 prices are expected to continue a fluctuating trend in the doldrums.