According to SMM data, as of April 30, the cost of prebaked anode in China fell to 5,065 yuan/mt, a significant drop of 2.96% WoW from Thursday. This decline was mainly attributed to the continuous weakening of prices for two key raw materials, petroleum coke and coal tar pitch, which led to a noticeable easing of support from the raw material side. The alleviation of cost pressure effectively improved the industry's profitability, with most producers now achieving a turnaround from losses to profits. However, constrained by the simultaneous decline in product prices, corporate profit margins remain relatively limited, with per-ton profits generally staying within 200 yuan.
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.