[SMM waste aluminum column] Aluminum price consolidation at 14540 yuan / ton import / domestic ADC12 profit narrowed

Published: Jul 24, 2020 14:52

SMM7月24日讯:今日铝价小跌10元/吨至14540元/吨,再生铝工厂保持观望报价持平。国内价格上,国内大型工厂报价维持13350~13450元/吨,使用进口废料企业报价继续维持13000~13200元/吨。中小厂方面,江西某再生铝厂报价持稳,中小厂及贸易商报价维持12850~13100元/吨。进出口方面,日本ADC12需求有小幅恢复,海外采购量有所增加,使得实际海外报价持续上涨,中国出口日本价格涨至1520~1570元/吨。进口ADC12报价同步上涨,当前进口宁波ADC12CIF(协议无关税国)报价涨至1500~1570美元/吨,主流报价维持1500美元/吨以上,欧洲ADC12报价上涨至1500~1520美元/吨,但当前国内及日本对于进口铝合金锭大幅上涨均呈现观望态度,实际成交不多。因到港现货ADC12数量略有减少,加之海外报价上涨,国内贸易商卖家报价稍显坚挺,因进口铝合金锭与国产货源价差缩小,并不为很多客户所接受,当前市场成交价相对混乱成交于12500~12700元/吨,成交量较少,观望情绪较浓,远期价格有9月到货12600元/吨报价。当前进口利润维系300~400元/吨。

In terms of the price of waste aluminum, the price of cooked aluminum is stable, and the recyclers of waste aluminum still have little feedback on the supply of cooked aluminum. In terms of raw aluminum, recyclers have stabilized their quotations, and only a small number of recycled aluminum enterprises in the north have reported a slight drop in raw aluminum prices. In terms of imported scrap aluminum, the current overseas zorba (95 metal volume, 2% copper crushed raw aluminum) Malaysia CIF price maintains more than 1000 US dollars / ton, and the processing fee after preliminary sorting, cleaning and treatment is about 100 US dollars / ton, which is still about 1500 yuan / ton lower than the domestic raw aluminum tax price. If imports are liberalized, domestic shocks are inevitable, and all parties remain on the sidelines for imported waste aluminum.

Note: import self-withdrawing is the ADC12 cash self-withdrawing price of Ningbo Port.

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