"Futures prices fluctuate greatly. For enterprise settlement, please refer to SMM spot quotation!
Announcement: under the epidemic situation of home and office, the normal development of SMM business will be delayed.
Minutes of SMM Bronze Morning meeting: real-time refresh, please follow!
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SMM Aluminium Morning meeting minutes: real-time refresh, please follow!
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Minutes of SMM lead Morning meeting: real-time refresh, please follow!
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Summary of SMM Zinc Morning meeting: real-time refresh, please follow!
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SMM Tin Morning News: short sellers' departure price rebound trend returns to horizontal range.
Fundamentals, domestic and foreign warehouse receipt inventory performance is relatively stable, there is no significant change. The strong performance of domestic spot prices did not fall sharply with the market, and the average price of mainstream shipments remained above 340000 yuan / ton. On the market trend, yesterday's Shanghai-tin night market, driven by the active reduction of short positions, rebounded quickly after the opening and then narrowed the volatility to maintain the horizontal trading. The total amount of funds has returned to a small number of departures again, and the market is more speculative in the short term. "Click to view details
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SMM Nickel Morning meeting minutes: real-time refresh, please follow!
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Summary of SMM Iron and Steel Morning meeting: the epidemic continues to affect some coke enterprises and it is still difficult to ship goods.
Supply side: affected by the epidemic, it is still difficult for coking enterprises in Shanxi to ship, and coke stocks have accumulated to varying degrees, but some coking coal stocks remain low, forced to limit production, the scope of production restrictions may be expanded in the later stage, and coke supply may be tight. "Click to view details
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Summary of SMM Cobalt Lithium Morning meeting: production and sales of new energy vehicles finally meet the downward trend of warming lithium carbonate in March.
According to the China Automobile Association, in March 2022, China's production and sales of new energy vehicles reached 465000 and 484000, an increase of 115% and 114% respectively over the same period last year and a month-on-month increase of 25% and 44% for the first time this year. But recently, the epidemic continues to wreak havoc all over the country, which has an impact on the new energy industry chain. At the end of the car enterprise, the whole car factory is faced with the difficulty of insufficient spare parts, and production has been stopped and reduced one after another. "Click to view details
"Click to view the price of SMM cobalt lithium products
In terms of crude oil: oil prices in both cities rose more than 3%, with the US oil market hitting a new high of $104.47 per barrel since April 5, while cloth oil also hit $109per barrel, the highest level since April 5. The sharp increase in US crude oil inventories has failed to ease concerns about global supply constraints, and major oil traders are expected to reduce their purchases of Russian oil.
On the dollar side: the overnight dollar fell from its nearly two-year high, closing down 0.48 per cent at 99.830. The ECB provided markets with a convenient excuse to lock in profits on the dollar ahead of Thursday's ECB policy meeting, as the euro reversed its trend from falling to rising.
Today's macro focus is on retail sales data in the United States in March, the preliminary consumer confidence index at the University of Michigan in April, and the European Central Bank's main refinancing rate in the euro area in April. In addition, pay attention to the results of interest rate decisions to be announced by the Federal Reserve of New Zealand and the Bank of Canada.
Metal futures: internal and external metal mixed, outer lead rose 2.11% to ride off the dust, lun zinc rose 1.79%, intraday brushing more than a month's high. Lenny closed up 1.28%. Lun copper and aluminum both fell more than 0.3%. The trend of Shanghai lead in the inner market was diametrically opposite to that in the outer market, closing down 0.13%. Shanghai tin led the inner market with an increase of 1.18%, while Shanghai Aluminum and Shanghai Nickel both rose more than 0.5%, and Shanghai Zinc closed up 0.23%.
In terms of black, thread and iron ore both closed down, while iron ore fell by more than 1.2%. Hot rolls led the way with an increase of 0.49%, while stainless steel rose slightly by 0.18%. The trend of double coke was divided, with coking coal closing down 0.13% and coke recording an increase of 0.83%.
The dollar fell below 100 metals rose and fell, while lead rose more than 2.1% [overnight].
Precious metals: COMEX gold futures rose for the fifth day in a row, rising to $1985.8 at one point, hitting a new high since March 14. On the one hand, the weaker dollar supported gold prices, while inflation data from the US and the UK rose more than expected, making gold more attractive as a hedge against inflation.
As at 06:35 on April 14th:
"Futures prices fluctuate greatly. For enterprise settlement, please refer to SMM spot quotation!
April 13th LME basic metal storage total inventory list (in tons)
April 13th LME basic Metals Registration and cancellation Warehouse receipt list (in tons)
According to data from the General Administration of Customs, China imported 504000 tons of unwrought copper and copper materials in March, up 9.7 percent from the previous month, down 8.8 percent from the same period last year, and accumulated 1.4733 million tons so far this year, with a cumulative increase of 2.6 percent over the same period last year, according to the General Administration of Customs. Compared with the same period last year, in March this year, under the main tone of policy insisting on real estate deleveraging, the real estate boom was not as good as in previous years, the superimposed epidemic broke out, and the demand for copper in China was weak. "Click to view details
[SMM analysis: domestic unwrought aluminum and aluminum exports increased sharply in March driven by strong aluminum prices outside and weak inside.] since August 2021, China's unwrought aluminum and aluminum exports have increased significantly compared with the same period last year, and reached an all-time high in the first quarter of this year. Short-term forecast: aluminum prices at home and abroad will fall in April, but the pattern of aluminum prices at home and abroad remains strong and weak inside, and the logic of domestic aluminum exports remains high, but the domestic epidemic since March has interfered with the start-up and transportation of domestic aluminum processing enterprises. "Click to view the details of ports in Shanghai and other areas.
[SMM analysis: talking about recent scrap aluminum prices and demand] since the beginning of April, aluminum prices have continued to decline, affected by it, scrap aluminum prices have also continued to weaken. At the same time, the low purchasing mood of the downstream waste enterprises and the restrictions on freight transportation caused by the epidemic make the waste aluminum recyclers miserable, and the SMM is analyzed. "Click to view details.
[monthly outlook for SMM: European energy crisis superimposed LME continued depooling zinc prices soared in April trading risk increased] stimulated by European energy problems and the continued destocking of LME inventory, zinc prices in the two markets soared rapidly, with the main zinc in Shanghai hitting 28935 yuan per ton at one point, the highest level since August 2007. Looking forward to April, for the current zinc price, there are still two distinct fundamental directions at home and abroad, with energy as the main line overseas and epidemic situation as the main line at home. There is a strong uncertainty in both fundamental lines, which greatly aggravates the risk of zinc price trading. "Click to view details.
[SMM News: zinc prices soar Shanghai Zinc refresh since August 2007 high outer disk forced positions? There has been another rally in zinc prices recently, with zinc prices rising more than 2% in the two markets overnight. After opening in the morning on April 13, Shanghai zinc remained unchanged. By about 11:05, it had risen more than 3.5% in intraday trading, hitting a high of 28580 yuan per ton, the highest level since August 2007. At present, the zinc market is still strong outside and weak inside, overseas energy problems and low LME inventory and other factors continue to pull up zinc prices, driving domestic zinc prices to rise synchronously, but we need to guard against the risk of forcing positions outside. On the domestic side, although the epidemic still interferes with downstream procurement and transportation, there are signs of gradual relief, and zinc prices are expected to. "Click to view details
[nickel sulfate spot market week (middle) comment: the price center of gravity of nickel sulfate has moved upwards and the market stalemate is relatively low.] the center of gravity of battery-grade nickel sulfate has moved up this week compared with last week, and it is more difficult to reach a deal at a low price. Mainstream salt factory quotation price mentality is still strong. But the current price is difficult for downstream precursor manufacturers to accept. "Click to view details
[SMM analysis: stainless steel production links and current local logistics status] the basic production process of stainless steel: raw materials are smelted into stainless steel billets, and then hot-rolled black rolls are initially formed, hot-rolled white rolls are produced after hot-rolled pickling, and hot-rolled white rolls can be sold directly as products with a basic thickness above 4mm; another part, go to the cold rolling mill to process and calender into stainless steel cold-rolled rolls. The basic thickness of cold rolled coil is below 3mm. According to different downstream demand, take Wuxi area as an example. "Click to view details."
[SMM concern: Huaxin Lihua invests in Indonesia's Wedabay Asahi (Ice Nickel) Project] Huaxin Lihua pointed out that it will focus on the future green energy trend, invest in nickel batteries, energy storage equipment, etc., layout the next wave of growth momentum, and obtain Indonesian PT from Ever RisingLimited and Berg Holding Limited of Castle Peak Group respectively. Sunny Metal Industry (hereinafter referred to as Asahi Company) has a 50.1% stake with a transaction value of US $200 million to invest in an ice nickel plant and a power plant in Indonesia's Weida Bei Qingshan Industrial Park (PT.Indonesia Weda Bay Industrial Park). . "Click to view details
[SMM analysis: the impact of the epidemic on car companies exceeds expectations or more than 20% of downstream demand in April] this ferocious epidemic has also had an impact on the entire new energy industry chain, first of all in the automotive sector. FAW-Volkswagen in Changchun first stopped production on March 13, and Tesla and SAIC-Volkswagen plants in Shanghai also stopped production one after another after the outbreak began. There is no news when they will resume production. The whole car factories across the country are facing the difficulty of shortage of spare parts, and production has been stopped and reduced one after another. "Click to view details
[SMM analysis: the price myth of "new players" in the hexafluorine market is not there? Fluorine manufacturers basically stopped quoting this Saturday, and the transaction price on the hexafluorine market has fallen to about 45w. From the supply point of view, hexafluorine manufacturers have released a small amount of new capacity every month, and the supply has increased. On the demand side, affected by the recent epidemic, some car companies have stopped work, material factories have reduced production, digital terminal demand is still less, there is no sign of warming, and the overall downstream demand is weak. "Click to view details.
[SMM Hot spot: Ford Motor layout Lithium supply chain bet on DLE Direct Lithium extraction Technology] on April 12, according to foreign media reports, Ford Motor announced that it had signed a preliminary agreement with Australian lithium mining company Lake Resources NL that Lake Resources would supply Ford with 25000 tons of lithium per year through the lithium mining project in Argentina. Ford CEO Jim Farley revealed in February that the company was trying to find sufficient sources of lithium to ensure the supply of key raw materials for batteries such as lithium, nickel, rare earths and copper. "Click for details.
SMM analysis: what are the fundamentals of iron ore futures falling and rising after the Central Commission for discipline Inspection spoke? In the early morning of April 12, the Central Commission for discipline Inspection issued an official notice to effectively maintain the smooth operation of the futures market. under the influence of this news, iron ore dived and fell by more than 1% in early trading today, and then stopped the decline and repaired the downtrend. All the way up more than 1%. Basic surface: SMM tracking data show that a total of 63 ships arrived at China's main ports from 4.4 to 4.10, and the incoming cargo volume is expected to be 9.662 million tons, a decrease of 790000 tons and 2.358 million tons compared with the previous period. "Click to view details.
[Foshan stainless steel daily review: stainless steel spot transaction prices bottomed out and rebounded] on April 13, the spot prices of all departments in Foshan market increased compared with yesterday, the cold rolling price returned to the base price of 20000 yuan / ton, and the SS contract bottomed out and rebounded yesterday. First of all, due to the sudden home rumors of the epidemic in Foshan some time ago, resulting in the spread of panic, there is a certain overfall on the market, and after approaching the cost line, and at present, Foshan is running more normally and the mood is getting warmer. "Click to view details
[SMM Daily Review: the price difference between the north and south of high-carbon ferrochromium narrowed under the expected rising pressure of iron prices in steel mills.] heavy rains in Durban Port have affected the recent shipment of chromium mines, which may further aggravate the shortage of chromium ore market in the near future. The price of ferrochromium has been temporarily stable in the near future, although there is a great difference in production costs between the north and the south, but the transaction is light and the price gap between the north and the south has narrowed.... "Click to view details
[SMM Daily Review: us inflation data raise market concerns about silver price strengthening] the price of pure silver nitrate was 3351-3400 yuan / kg on April 13, up 30-40 yuan / kg from yesterday. The price of SMM1# silver is 5184 yuan / kg, an increase of 72 yuan / kg and 1.4% over yesterday. Last night, the United States announced that the quarterly CPI rate in March was 8.5%, the highest since December 1981, and the investment community was generally pessimistic. "Click to view details
[SMM analysis: China's steel exports may increase obviously in April under the blessing of export advantages! According to the General Administration of Customs, China imported 1.01 million tons of steel in March 2022, down 23.5% from the same period last year. The cumulative import volume from January to March was 3.22 million tons, down 13.2% from the same period last year. China's steel exports in March were 4.945 million tons, up 26.5% from a month earlier, down 34.4% from January to March, down 25.5% from January to March. "Click to view details.
[SMM Hangzhou thread weekly inventory: epidemic continuous fermentation short-term inventory narrow shock] as of April 13, the social inventory of building materials in Hangzhou was 892000 tons, a decrease of 14000 tons, or 1.55%, compared with last week. 85000 tons less than last year, a year-on-year decrease of 8.0%. "Click to view details
[SMM blast furnace operating rate: the impact of the epidemic has increased slightly month-on-month this week] according to SMM research, on April 13, SMM counted a blast furnace operating rate of 82.39%, an increase of 0.44% on a weekly basis and a 0.82% increase on a month-on-month basis. "Click to view details.
SMM analysis: why did iron ore imports drop sharply in the peak season in March? According to statistics from China's General Administration of Customs, in March 2022, China imported 87.283 million tons of iron ore and its concentrates, up 1.56 percent from the previous month and down 14.52 percent from the same period last year. From January to March in 2022, China imported 268.36 million tons of iron ore and its concentrates, down 5.2 percent from the same period last year. March is the traditional peak season for steel production, but China's iron ore demand dropped sharply in March this year due to multiple factors. "Click to view details
[SMM Coke spot Daily Review: the epidemic continues to affect the shipment of some coke enterprises is still difficult] to sum up, some coking enterprises in Shanxi and Shaanxi have limited production due to insufficient coking coal inventory, but downstream steel mills resume production, coke inventory level is low, coke demand is strong, and the coke market is expected to be stable in the short term. "Click to view details.
[SMM Manganese Mine Daily Review: manganese ore quotation loosens Gabon mine pressure down] April 13 manganese ore quotation was revised back. According to SMM, a large number of Gabonese mines are concentrated in Hong Kong this month, and it is not easy for miners to raise prices, and prices have fallen; in addition, Australia Mine is currently in tight balance, and prices are difficult to rise and fall in a market where the profits of downstream alloy factories are shrinking and shipments are not smooth, and short-term transaction prices may remain at 61-62 yuan per tonnage. "Click to view details.
[SMM Silicon Manganese Daily Review: the actual transaction is still weak.] on April 13, 6517 (cash) 8400-8500 yuan / ton in the northern market, down 100 yuan / ton compared with the previous working day; 6517 (cash) 6517 (cash) in the southern market was 8500-8700 yuan / ton, down 50 yuan / ton compared with the previous working day. On April 13, the market quotation of silicon and manganese decreased slightly. Suppressed by the epidemic, terminal demand has not been fully released, and it is not easy to close high prices in the silicon-manganese market. "Click to view details
[SMM Daily Review: manganese prices slightly low upward trial] the average spot price of the main producing areas of domestic electrolytic manganese is weak and stable at 15500-16500 yuan / ton compared with yesterday's average price, and FOB is about 2550 US dollars / ton than yesterday's average price. On April 13, the overall supply and demand of the domestic electrolytic manganese trading market remained stable compared with yesterday, and the epidemic affected transport problems in some areas more obviously. in addition, low manganese prices are rare at present. "Click to view details
[SMM Silicon Daily Review: downstream aluminum alloy construction weakening silicon traders purchase on demand] on April 13, silicon prices are basically stable, with oxygen-free 55 silicon in East China at 19100-19300 yuan / ton and oxygen-55 silicon at 20200-20500 yuan / ton. problems such as outbreaks and insufficient new orders have a great impact on the downstream aluminum, although the price of silicon factories has stabilized. "Click to view details.
[SMM magnesium ingot spot KuaiBao: magnesium prices under pressure] magnesium prices continued to decline on April 13. Under the impact of land transport disruptions caused by the epidemic, downstream demand only continued to weaken, and some factories negotiated prices on a single basis. A magnesium powder processor said that orders in April were lower than expected, while there was an epidemic in the area where the customer was located, and the transportation of raw materials and finished products were affected, and there was no sign of relief in the short term. The interruption of land transportation caused by this outbreak has further reduced the already weak downstream demand. "Click to view details
[SMM Daily Review: rare earth market continued downward trend of magnetic materials enterprise operating rate decreased] praseodymium neodymium oxide April 13 market mainstream transaction price fell to 81.5-830000 yuan / ton, some bulk orders traded at 800000 yuan / ton; praseodymium-neodymium metal market mainstream transaction price dropped to 800000-1.03 million yuan / ton today. The mainstream transaction price of neodymium oxide fell to 90-920000 yuan / ton today, while that of neodymium metal dropped to 113-1.15 million yuan / ton. "Click to view details
[SMM indium market tracking report: 20 tons of refined indium was publicly invited by Yuguang on April 13] according to SMM's official understanding from Yuguang, Yuguang will conduct an open tender for 20 tons of refined indium in the group's gold and silver warehouse from today, and interested customers are welcome to log on to the official website of Yuguang Group to participate in the bidding. The final bid is expected to be opened at 11:00 on April 19. "Click to view details
[Ministry of Communications: shippers and freight forwarders attached to Shanghai Port shall not be allowed to pick up boxes as soon as possible.] at present, due to the impact of the epidemic in Shanghai Port, many shipping companies have begun to cancel docking to Shanghai Port and transfer dangerous goods and refrigerated containers to other ports for unloading. On the 12th, the Ministry of Transport issued a circular on effectively strengthening the relevant work of waterway transportation, saying that every effort should be made to ensure the smooth operation of Shanghai Port. The Shanghai Municipal Commission of Communications and Shanghai International Port Group shall coordinate with international shipping companies to ensure the investment of flights and cabins attached to Shanghai Port, and shall not reduce the investment of connecting to Shanghai Port at will. Go all out to ensure the smooth operation of Shanghai Port. "Click to view details
[SMM investigation] the impact of the epidemic on transportation makes the transportation of goods more difficult, the difficulty and cost of goods transfer are higher, and the recovery efficiency of recycled copper is limited by the epidemic, and the supply is obviously insufficient. For the areas with dense demand for recycled copper in the south, the difficulty of procurement has been at a high level, and it is difficult to guarantee production. Coupled with the weakening of downstream orders, some recycled copper rod enterprises said that if the situation continues. Measures may be taken to stop production and keep warm.
[general Administration of Customs: imports of copper ore and its concentrates rose 6.7% from January to March 2022 compared with the same period last year] the General Administration of Customs released a volume table of national import and export key commodities in March on April 13, showing that in terms of imports, copper ore and its concentrates imported 2.184 million tons in March, with a cumulative import of 6.35 million tons from January to March, an increase of 6.7 percent over the same period last year. Unwrought copper and copper products imported 504008.7 tons in March and 1473340.3 tons in January-March, an increase of 2.6 percent over the same period last year. "Click to view details
[inner Mongolia Jinlian aluminum 47000 tons electrolytic aluminum construction project capacity replacement plan] Inner Mongolia Industry and Information Department issued on April 12 "Inner Mongolia Jinlian Aluminum Co., Ltd. 47000 tons of electrolytic aluminum construction project capacity replacement notice", Inner Mongolia Jinlian Aluminum Co., Ltd. 500KA electrolytic cell 34 involved in the 47000 ton electrolytic aluminum construction project capacity replacement completed, is expected to be put into production in May 2022. "Click to view details
[Yunnan aluminum Haixin to achieve the first quarter red anode second phase production line successfully put into production in mid-March] in the first quarter, Yunnan aluminum Haixin multi-measures and promote Haixin to achieve a "good start" in the first quarter. In the first quarter, the AC power consumption of electrolytic aluminum liquid decreased 36.71kWh/t compared with that in the fourth quarter of 2021, and the anode gross consumption ring ratio decreased 12.9kg/t. It took 55 days to complete the start-up of 350 electrolytic cells, setting a record of 6.6 electrolytic cells powered on in four and a half hours and 7 electrified and 12 started in one day. During the commissioning period, more than 6900 tons of production capacity was released every day, and the second phase of the production line was successfully put into production in mid-March. "Click to view details
[SMM Petroleum Coke] according to SMM, Dalian Jinyuan petrochemical industry was suspended due to the impact of the urban epidemic, with low-load operation and no products.
[SMM Petroleum Coke] according to SMM, Taizhou Petrochemical, a subsidiary of China Shipping, bid 8000 yuan / ton yesterday, up 700 yuan / ton from last week, and the cost of purchasing low-sulfur petroleum coke by pre-baked anode enterprises continued to increase.
[SMM lead market research] according to SMM research, the recent performance of electrolytic lead spot bulk order trading is still very light, traders said that the downstream lead ingot consumption of different degrees of transportation restrictions. Delivery in Jiangxi is relatively normal, and there are certain restrictions on inter-provincial transportation of lead ingots in Jiangsu, Zhejiang and other provinces, traffic restrictions or persuasion to return at highway junctions, delays in the delivery of orders completed by holders, and a backlog of spot lead ingots that have been sold but have not yet been picked up in the smelter warehouse.
[Shanghai zinc soared to a 15-year high of Shanghai nickel also boosted by supply concerns] Zinc futures on the Shanghai Futures Exchange surged to its highest level since 2007 on Wednesday, while Shanghai nickel also rose sharply, mainly because of market concerns about supply shortages. at the same time, with the relaxation of epidemic prevention restrictions, the outlook for demand for basic metals has improved. The 2205 contract for Shanghai Zinc closed up 3.20% to 28395 yuan per ton on Wednesday, up from 28995 yuan on the day. Shanghai Nickel's main 2205 contract closed 5.47% higher at 221050 yuan per ton. "Click to view details
According to data released by the London Metal Exchange (LME), after the inventory increased to 144425 tons on March 15, the downward channel was opened again, and the decline of Lunn zinc inventory accelerated in the last week, with the latest inventory level of 120825 tons, falling to a 22-month low. The data released in the last period show that the overall inventory of zinc in Shanghai has not changed much recently. In the week of April 8, the inventory of zinc in Shanghai increased slightly, with a weekly inventory increase of 336 tons to 176513 tons, which is at a relatively high level in the past five years. "Click to view details
[according to SMM research] recently, a large area of rain in South Africa has caused flooding, damaged the main road leading to the port, flooded four warehouses in the port of Durban and shut down the port. This incident should affect the failure of cobalt raw materials to arrive at the port on schedule, the shipping time has been extended again, and some cobalt intermediates have been damaged by floods, and the arrival volume of intermediate products is expected to be affected in late May.
[SMM News: today, the average price of lithium carbonate fell below 500000 yuan to continue to decline! Rongjie shares last year's net profit rose more than 224% year-on-year] according to the spot price of SMM, recently, the average spot price of battery-grade lithium carbonate fell one after another, which officially fell below the 500000 yuan / ton mark yesterday, and continued its decline on April 13, falling again by 2000 yuan / ton to 496000 yuan / ton, recording the fourth consecutive trading day of decline. Rongjie, one of the lithium salt manufacturers, announced that the company's net profit belonging to shareholders of listed companies in 2021 was 68.2894 million yuan, an increase of 224.49 percent over the same period last year. "Click to view details
[electric car raw materials rush war GM finalizes Glencore Australia Cobalt Mineral Energy] as global car companies take electrification as the direction of transformation, locking the production capacity of key battery materials in the coming decades as soon as possible has become the top priority of the auto industry giants. General Motors disclosed on Tuesday that it had signed a "multi-year" cobalt supply agreement with mining giant Glencore, although the company did not disclose the size of the raw materials it had locked in. "Click to view details
[gold Yuan 000546.SZ: planned output of Lithium Carbonate this year ensures that the Salt Lake Lithium Mine Project strives to achieve the first ton of production in May] on the afternoon of April 11, at the 2021 results presentation held by Jinyuan (Jinyuan), "lithium resources" became a high-frequency question for investors. Xu Gang, chairman of the company, said, "the company plans to produce 2000 tons of lithium carbonate in 2022.
[the epidemic disturbs the lithium industry chain in the short term or suffers labor pains: Ningde Industry and Information Bureau: ensuring the limitation of passage in the Ningde era] the limitation of the Ningde Industry and Information Bureau to guarantee the passage of high-speed bayonets in the Ningde era is regarded as "good" by investors. Recently, a number of people in the lithium industry chain told reporters that the middle reaches of the lithium industry chain had a short-term impact due to the epidemic affecting logistics and transport efficiency, but the overall production and operation was normal. "Click to view details
[strong demand superimposed supply chain chaos global renewable energy prices soar by nearly 30% a year] according to a new industry report released on Wednesday (April 13), the prices of wind and solar power in the world's major markets have risen by nearly 30% in a year, as developers face supply chain chaos and soaring costs ranging from transportation to parts to labor. Renewable energy contract prices in North America and Europe have jumped 28.5 per cent and 27.5 per cent respectively in the past year, according to a quarterly index compiled by LevelTen Energy. "Click to view details
[Benxi Steel's net profit in 2021 increased 550.77% over the same period last year and strive to complete 11.29 million tons of crude steel in 2022] Benxi Steel's operating income reached 77.912 billion yuan in 2021, an increase of 60.03% over the same period last year; the net profit belonging to shareholders of listed companies reached 2.501 billion yuan, an increase of 550.77% over the same period last year. Despite the loss in the fourth quarter, it still maintained a good net profit income. In 2022, Benxi Steel said it will strive to complete 10.59 million tons of pig iron, 11.29 million tons of crude steel, 14.5 million tons of hot-rolled plate, 6.3 million tons of cold-rolled plate and 340000 tons of special steel. "Click to view details
[general Administration of Customs: steel imports fell 13.4% year on year and exports dropped 25.5% year on year from January to March 2022] the General Administration of Customs released a volume table of national import and export key commodities in March on April 13, showing that: in terms of exports, steel products were exported of 4.945 million tons in March, with a cumulative export of 13.179 million tons from January to March, a decrease of 25.5% from January to March last year. Unwrought aluminum and aluminum products exported 594400 tons in March, with a cumulative export of 1.6283 million tons from January to March, an increase of 26.7 percent over the same period last year. In terms of imports, steel imports reached 1.011 million tons in March, with a cumulative import of 3.218 million tons from January to March, a decrease of 13.4 percent from January to March last year. "Click to view details
[central Commission for discipline Inspection: supervise and urge strict control of the entrance to the capital market to earnestly maintain the smooth operation of the futures market] according to the website of the Central Commission for discipline Inspection and the State Supervisory Commission, due to the influence of the epidemic and other factors, the current operation of the capital market is facing a lot of uncertainties and there is great pressure on stable operation. In order to maintain the healthy and stable development of the economy and finance, the discipline inspection and supervision team of the Central Commission for discipline Inspection and National Supervision Commission stationed in the Securities and Futures Regulatory Commission, based on its functions and responsibilities, continuously strengthen political supervision, strengthen securities supervision and law enforcement, and effectively prevent and defuse capital market risks. While supervising and urging the strict control of the entrance to the capital market, the relevant responsible person of the discipline inspection and supervision team stationed in the CSRC said, "in view of the sharp rise in the prices of commodities such as iron ore and thermal coal, we promptly urge the party committee of the CSRC and the party committee of the Dalian Commodity Exchange to conscientiously fulfill their first-line regulatory responsibilities, monitor and judge the dynamics and potential risks of the commodity futures market, deepen internal governance, and effectively maintain the smooth operation of the futures market." "Click to view details
[ArcelorMittal partially restarts its Ukrainian steelmaking business pig iron production will reach normal levels of about 20%] it is reported that ArcelorMittal said on Tuesday that it had decided to partially restart its steelmaking business at its Ukrainian plant, which has been idle for more than a month. The Ukrainian government has asked it to consider restarting production at the plant as part of efforts to begin rebuilding the country's economy. A spokesman for ArcelorMittal said the restart means pig iron production will reach about 20% of the plant's normal level.
[trends in overseas mines] Ferrexpo, a Ukrainian pellet producer, released a production and sales report for the first quarter of 2022: the total commodity pellets in the first quarter was 2.713 million tons, down 11% from the previous quarter and 0.1% from the same period last year. In the first quarter, due to the conflict between Russia and Ukraine, the company's operations and logistics were affected, the total production of pellets decreased by 11% compared with the previous quarter (the fourth quarter of 2021), railways and barges to Europe remained open, and activities in the port of Pivdeni in the Black Sea were still suspended. Although the situation in Ukraine remains complex the Group will continue to produce and transport its products to the best of its ability.
[Guangdong Province: by 2035, the total energy consumption will be controlled within 480 million tons of standard coal] the General Office of the Guangdong Provincial people's Government issued a circular on issuing the 14th five-year Plan for Guangdong's energy development, looking forward to 2035. Decisive progress has been made in the development of high-quality energy. The total energy consumption should be controlled within 480 million tons of standard coal, and the proportion of non-fossil energy consumption should be increased to about 40%. Energy security capacity has been greatly improved, energy efficiency has basically reached the world's advanced level, and major breakthroughs have been made in energy scientific and technological innovation, forming a new energy industry system and helping to speed up the process of carbon neutralization. "Click to view details
[CBI will launch Monday and Wednesday gold, silver and copper weekly options on May 2] on April 13, it announced that it would launch Monday and Wednesday gold, silver and copper weekly options on May 2, which is awaiting regulatory review. The new options contract will complement the gold, silver and copper futures available on Friday weekly options, month-end options and quarterly options. "Click to view details
The Anhui Provincial Development and Reform Commission recently issued the "Anhui Province's 14th five-year Plan for the Development of New Materials Industry." by 2025, we will strive to break through 1 trillion yuan in the output value of new materials in the province, focusing on building five trillion-level industrial clusters, such as silicon-based new materials, optimizing and strengthening 10 10 billion industrial chains (clusters), and strive to become the first square for the development of new materials industry in the country.
[general Administration of Customs: rare earth imports fell 13.1% year on year and exports rose 6.5% year on year from January to March 2022] the General Administration of Customs released a volume table of national import and export key commodities in March on April 13, showing that exports: 4845.2 tons of rare earths were exported in March, with a cumulative export of 12680.2 tons from January to March, an increase of 6.5 percent from January to March last year. In terms of imports, imports of rare earths reached 13501.4 tons in March, with a cumulative import of 30318.1 tons from January to March, a decrease of 13.1% from January to March last year. "Click to view details
Gan Yong, academician of the Chinese Academy of Engineering: in 2025, China will achieve breakthroughs in key core technologies such as rare earth permanent magnet motors and large-size silicon carbide single crystals, and promote the industrialization of new solar cells, thermoelectric materials, solid-state batteries and sodium ion batteries, so that relevant domestic enterprises can form their core competitiveness and reach the international leading level. In addition, it is expected to build a world-class battery, motor and electronic control R & D platform by 2030 to realize the large-scale application of new solar cells, solid-state batteries, sodium ion batteries, rare earth permanent magnet motors and silicon carbide high-power devices. finally promote the realization of the concept of "electric China".
Terminal information
[American-Indian Semiconductor Association signs agreement to promote chip cooperation] it is reported that the American Semiconductor Industry Association (SIA) and the Indian Electronics and Semiconductor Association (IESA) signed a memorandum of understanding, agreeing to promote cooperation between the two countries in the semiconductor field. According to the MOU, the two associations will jointly organize meetings of member companies to promote cooperation on issues of common concern.
[Jingyun Tong: cumulative installed capacity of photovoltaic and wind power in the first quarter 1402.97MW] Jingyun Tong announced the operation data of new energy power stations in the first quarter of 2022. The cumulative installed capacity of photovoltaic and wind power generation in the first quarter of 2022 is 1402.97MW. "Click to view details
[organization: semiconductor package delivery time has been extended to 50 weeks] IC design service Sondrel said that due to the change in the order of booking capacity in the semiconductor supply chain, it takes time for new capacity release and personnel training for superimposed packaging, and the current package delivery time has been extended to 50 weeks.
The International Semiconductor Industry Association predicts that by the end of 2024, the monthly production capacity of the world's 8-inch fab will increase to 6.9 million wafers, an increase of 1.2 million over 2020. The International Semiconductor Industry Association said in its report that from 2020 to 2024, the world will add 25 new 8-inch wafer production lines to meet the strong demand for 5G, automotive, Internet of things and other related chips.
[international Renewable Energy Agency: new installed capacity of Global Renewable Energy in 2021 257GW] the International Renewable Energy Agency (IRENA) released the report "installation data of Renewable Energy 2022" on Monday, April 11, local time. The data show that despite many global uncertainties, renewable energy continues to grow and gain momentum. According to the report, the total installed capacity of renewable energy in the world was 3064GW by the end of 2021, an increase of 9.1 per cent year-on-year. Among them, the total installed capacity of hydropower is 1230GW, accounting for 40%; the installed capacity of solar energy and wind energy is 849GW and 825GW, accounting for 28% and 27%, respectively. The installed capacity of solar energy increased by 19%, ranking first, followed by wind energy, which increased by 13%. "Click to view details
[SMM News] according to data from the General Administration of Customs on April 13, 2022, China exported 261.88 million household appliances in March 2022, down 8.1% from January to March last year, down 7.9% from January to March.
[Shanghai East China ranks first in the world in the total number of orders for large LNG ships this year] China Shipbuilding (Group) Co., Ltd., a subsidiary of China Shipbuilding Group, and Qatar Energy Co., Ltd. jointly announced that the first batch of four 174000 cubic meters of liquefied natural gas (LNG) carriers contracted by Shanghai East China to undertake the "Qatar 100 ship Construction Plan-Northern Qatar Gas Field expansion ship purchase Project" will take effect immediately. So far, East China has accepted 11 orders for large LNG carriers in 2022, ranking first among the major shipping companies in the world together with Hyundai heavy Industry of South Korea.
[March domestic power battery installed capacity ranking released! The domestic power battery installed TOP15 enterprises in March are: Ningde Times, BYD, China New Airlines, Guoxuan Hi-Tech, LG New Energy, Honeycomb Energy, Yiwei Lithium Energy, Funeng Technology, Xin Wanda, Ruipu Energy, Duofuido, Penghui Energy, Lishen, Tafel, Jiewei Power. "Click to view details
[travel Association: overall narrow-sense passenger car market average daily retail sales fell 32% year-on-year in the first week of April] data from the passenger car Association show that retail sales in the overall narrow-sense passenger car market reached an average daily average of 25000 units in the first week of April this year, down 32% from the same period last year. The performance is relatively weak, which is 39% lower than the average in the first week of March, due to the fierce retail sprint in the last week of March. So it is normal to see a big drop this week.
[double integral announcement in 2021: new energy positive score 6.7672 million points the imbalance between supply and demand leads to lower prices] according to the publicity information, China's automobile industry generated 15.5349 million positive points for fuel consumption and 6.1366 million negative points for fuel consumption in 2021. In terms of new energy vehicle points, new energy positive score is 6.7672 million; new energy negative score is 810000. "Click to view details
[Huachuang Securities: sales of European new energy vehicles are expected to pick up sharply in March compared with the previous month.] according to the tracking report of the new energy industry of Huachuang Securities, in March 2022, sales in nine European countries totaled 203000, an increase of 6.1% over the same period last year and an increase of 60.7% over the same period last year. The penetration rate reached 23%, down 2 percentage points from the previous month. The agency expects sales of new energy vehicles in Europe to reach 3 million in 2022, a year-on-year growth rate of 46%, corresponding to an annual permeability of 30%. At the same time, it is recommended to focus on three main lines: the robust leader with global competitiveness, the lithium battery target benefiting from the global electrification wave, and the lithium battery material target benefiting from the global electrification wave.
[the average price of a new car in South Korea is more than 200000 yuan.] at present, the price of cars in South Korea has risen significantly, and new words such as "car inflation" have even emerged. Hyundai and Kia have updated a number of major models in the past 10 months, with prices rising by an average of 520000 won (2700 yuan). Prices are rising not only for domestic cars in South Korea, but also for imported cars in the new car market and even good-looking cars in the second-hand car market. This round of so-called "car inflation" began with a shortage of on-board chips, and then supply chain problems led to a surge in the price of car body steel plates, coupled with the fact that metals such as copper and nickel became more expensive in Russia and Ukraine this year. The problem of car inflation is becoming long-term. Now the average selling price of new cars in South Korea has exceeded 40 million won (about 200000 yuan).
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