Produsen Batang Katoda Tembaga Melihat Kenaikan Mingguan, Namun Penurunan Tahunan di Tengah Harga Tinggi dan Pesanan Baru yang Lemah

[SMM Copper Anode Express] SMM expects that in June 2026, the overall operating rate of China copper anode enterprises will rise 0.18 percentage points MoM to 47.55%, with the operating rate of ore-derived copper anode enterprises expected to fall 3.53 percentage points MoM to 72.00%, and that of scrap-derived copper anode enterprises expected to rise 1.70 percentage points MoM to 37.56%. (Referring solely to the non-captive copper anode portion.)

[SMM Copper Anode Alert] In May 2026, the operating rate of China’s copper anode producers (SMM survey) was 47.37%, down 0.81 percentage points MoM. By raw material, the operating rate of ore-derived copper anode producers rose 0.57 percentage points MoM to 75.53%; that of scrap-derived copper anode producers fell 1.38 percentage points MoM to 35.86%. (Referring only to the non-captive copper anode portion.)

[Kilasan Anoda Tembaga SMM] Akibat kebijakan industri tembaga sekunder yang semakin ketat, keinginan berproduksi produsen anoda tembaga berbasis skrap menurun, sehingga pasokan Tiongkok pada kuartal kedua berkurang. Hari persediaan anoda tembaga di smelter SMM pada Mei 2026 tercatat 6,88 hari, turun 0,16 hari dibandingkan bulan sebelumnya.