SMM Analysis Warns of Potential Decline in Aluminum Wheel Exports Amid Economic Slowdown and Trade Barriers

On August 25, Wanfeng Auto Wheel disclosed its 2026 semi-annual report. In H1 2026, the company achieved total operating revenue of 7.481 billion yuan, down 0.18% YoY; net profit attributable to the parent company was 418 million yuan, down 16.46% YoY. The company's lightweight metal parts products focus on aluminum/magnesium alloys. Among them, the annual capacity of lightweight aluminum alloy wheels exceeds 44 million sets, committed to the R&D, manufacturing, sales, and after-sales service of high-end aluminum alloy wheels for automobiles and motorcycles, achieving a global leading position in the segment. During the reporting period, the company continued to promote low-carbon and environmentally friendly production and the comprehensive application of green energy, advancing the replacement of thermal power-based aluminum with hydropower-based aluminum and the use of secondary aluminum.

최근 안순시 생태환경국은 연산 알루미늄 선재 4만 2천 톤 및 알루미늄 선 재권취·제립·알루미늄 블록 주조 4만 톤 프로젝트 환경영향보고서 승인 후 공고를 발표했다. 건설 프로젝트 환경영향평가 승인 절차의 관련 규정에 따라 심사 결과, 안순시 생태환경국은 연산 알루미늄 선재 4만 2천 톤 및 알루미늄 선 재권취·제립·알루미늄 블록 주조 4만 톤 프로젝트 환경영향보고서에 대해 승인 결정을 내렸다. 이에 승인 결정 사항을 대중에게 공고하며, 공고 기간은 2026년 8월 24일부터 2026년 8월 30일까지(7일간)이다. 해당 프로젝트는 구이저우성 안순시 시슈구 차이관진 칭산공업단지에 위치하며, 안순 중타이 마오썬 합금 알루미늄 제조 유한공사가 건설하는 신규 프로젝트이다. 프로젝트의 주요 건설 내용은 다음과 같다. 기존 중타이 신보 알루미늄 유한공사의 공장을 임대하여 사용하며, 건축 면적은 5,560㎡이다. 주요 건설 내용은 연산 4만 2천 톤 알루미늄 선재 및 4만 톤 알루미늄 선 재권취·제립·알루미늄 블록 주조 생산라인 1개를 건설하고, 관련 생산라인 설비 및 장비를 설치하는 것이다.

On August 26, Shenzhen Sunxing disclosed its 2026 semi-annual report. In H1 2026, the company achieved total operating revenue of 1.931 billion yuan, up 28.81% YoY; net profit attributable to the parent company was 20.0155 million yuan, compared with a loss of 22.3632 million yuan in the same period last year. During the reporting period, the company's sales of aluminum grain refiners were 23,326.4 mt, up 10.72% YoY; sales revenue was 627.8236 million yuan, up 24.88% YoY; total gross profit was 37.1868 million yuan, down 15.22% YoY. During the reporting period, benefiting from robust demand in the downstream new energy and energy storage industries, the company's aluminum foil stock business saw steady YoY growth in production and sales. Production of cast-rolled foil stock was 4,221.07 mt (sold directly to external customers), with sales of 4,008.47 mt, generating sales revenue of 89.8817 million yuan and total gross profit of 1.2593 million yuan; production of cold-rolled foil stock was 42,792 mt, with sales of 40,021.51 mt, generating sales revenue of 799.3556 million yuan and total gross profit of 36.207 million yuan.