According to the investor relations activities disclosure recently released by Sotong Development, the company's current prebaked anode capacity is 2.82 million tons, and according to the 2023 fiscal budget report, the annual prebaked anode output is expected to be 2.86 million tons and the sales volume is 2.88 million tons. Due to the low downstream electrolytic aluminum inventory and the price rising steadily, the demand for prebaked anodes continues to improve, and the purchase price of prebaked anodes announced by a large aluminum enterprise in Shandong has stabilized from July to September, so the current prebaked anode industry price has the conditions for improvement. Although the industry is in the adjustment period in the first half of 2023, it is also an opportunity period to promote in-depth cooperation with upstream and downstream.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.