Alloy Prices Remained Elevated, Significantly Suppressing Market Demand [SMM Cast Aluminum Alloy Morning Comment]

๊ฒŒ์‹œ๋จ: Mar 13, 2026 08:59
[SMM Morning Comment on Cast Aluminum Alloy: Alloy Prices Continued to Hover at Highs, While Market Demand Was Significantly Suppressed] This week, secondary aluminum alloy prices continued to rise, but the pace of demand follow-up was relatively slow. In the short term, raw material costs remained at high levels, providing strong support for ADC12 prices; however, if prices continue to rise, the suppressive effect of high prices on demand will become increasingly evident. Meanwhile, as operating rates gradually recover, there are also expectations of a mild increase on the supply side. ADC12 prices are expected to fluctuate at highs in the short term. Going forward, it is recommended to focus on the pace of downstream order release, the pressure on the market from the supply recovery process, and the impact of the Middle East situation on aluminum prices.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
Aluminum Processors' Operating Rate Drops to 63.6%; Prices Fall Amid Off-Season Decline
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Aluminum Processors' Operating Rate Drops to 63.6%; Prices Fall Amid Off-Season Decline
๋” ๋ณด๊ธฐ
Aluminum Processors' Operating Rate Drops to 63.6%; Prices Fall Amid Off-Season Decline
Aluminum Processors' Operating Rate Drops to 63.6%; Prices Fall Amid Off-Season Decline
This week, the operating rate of leading aluminum downstream processing enterprises in China was recorded at 63.6%, down 0.4 percentage points WoW. Off-season characteristics emerged, with all sectors generally under pressure, while only aluminum wire and cable bucked the trend and strengthened.
12์‹œ๊ฐ„ ์ „
์›์ž์žฌ ๋น„์šฉ ์ƒ์Šน์ด ์ด์ต์„ ์••๋ฐ•ํ•˜๊ณ , ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ์‹œ์žฅ์€ ๊ฐ€๊ฒฉ ์•ˆ์ • ์† ์ •์ฒด [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
14์‹œ๊ฐ„ ์ „
์›์ž์žฌ ๋น„์šฉ ์ƒ์Šน์ด ์ด์ต์„ ์••๋ฐ•ํ•˜๊ณ , ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ์‹œ์žฅ์€ ๊ฐ€๊ฒฉ ์•ˆ์ • ์† ์ •์ฒด [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
๋” ๋ณด๊ธฐ
์›์ž์žฌ ๋น„์šฉ ์ƒ์Šน์ด ์ด์ต์„ ์••๋ฐ•ํ•˜๊ณ , ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ์‹œ์žฅ์€ ๊ฐ€๊ฒฉ ์•ˆ์ • ์† ์ •์ฒด [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
์›์ž์žฌ ๋น„์šฉ ์ƒ์Šน์ด ์ด์ต์„ ์••๋ฐ•ํ•˜๊ณ , ๋ถˆํ™”์•Œ๋ฃจ๋ฏธ๋Š„ ์‹œ์žฅ์€ ๊ฐ€๊ฒฉ ์•ˆ์ • ์† ์ •์ฒด [SMM ๋ถˆํ™”์—ผ ์ฃผ๊ฐ„ ๋ฆฌ๋ทฐ]
14์‹œ๊ฐ„ ์ „
SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ 6์›” 11์ผ 1,293mt ๊ฐ์†Œํ•œ 37,931mt
14์‹œ๊ฐ„ ์ „
SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ 6์›” 11์ผ 1,293mt ๊ฐ์†Œํ•œ 37,931mt
๋” ๋ณด๊ธฐ
SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ 6์›” 11์ผ 1,293mt ๊ฐ์†Œํ•œ 37,931mt
SHFE ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ ์ฐฝ๊ณ ์ฆ๊ถŒ 6์›” 11์ผ 1,293mt ๊ฐ์†Œํ•œ 37,931mt
[SMM Flash] SHFE ๋ฐ์ดํ„ฐ์— ๋”ฐ๋ฅด๋ฉด, 6์›” 11์ผ ํ˜„์žฌ ์ฃผ์กฐ ์•Œ๋ฃจ๋ฏธ๋Š„ ํ•ฉ๊ธˆ์˜ ์ด ๋“ฑ๋ก ์ฐฝ๊ณ ์ฆ๊ถŒ ๋ฌผ๋Ÿ‰์€ 37,931ํ†ค์œผ๋กœ ์ „ ๊ฑฐ๋ž˜์ผ๋ณด๋‹ค 1,293ํ†ค ๊ฐ์†Œํ–ˆ๋‹ค. ์ง€์—ญ๋ณ„๋กœ๋Š”: ์ƒํ•˜์ด(2,897ํ†ค, ๋ณ€๋™ ์—†์Œ), ๊ด‘๋‘ฅ(8,165ํ†ค, 483ํ†ค ๊ฐ์†Œ), ์žฅ์‘ค(7,711ํ†ค, 330ํ†ค ๊ฐ์†Œ), ์ €์žฅ(12,484ํ†ค, 270ํ†ค ๊ฐ์†Œ), ์ถฉ์นญ(5,829ํ†ค, 60ํ†ค ๊ฐ์†Œ), ์“ฐ์ดจ(845ํ†ค, 150ํ†ค ๊ฐ์†Œ).
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๊ณ„์† ์ฝ์œผ๋ ค๋ฉด ํšŒ์›๊ฐ€์ž…ํ•˜์„ธ์š”
๊ธˆ์† ๋ฐ ์‹ ์—๋„ˆ์ง€ ๋ถ„์•ผ์˜ ์ตœ์‹  ์ธ์‚ฌ์ดํŠธ๋ฅผ ํ™•์ธํ•˜์„ธ์š”
์ด๋ฏธ ๊ณ„์ •์ด ์žˆ์œผ์‹ ๊ฐ€์š”?์—ฌ๊ธฐ์—์„œ ๋กœ๊ทธ์ธ
[SMM Morning Comment on Cast Aluminum Alloy: Alloy Prices Continued to - Shanghai Metals Market (SMM)