[SMM Today's News] the non-ferrous market is generally down and coking coal is rising well | monthly outlook for stable zinc price for aluminum rod processing fee

The 2021 SMM Metal Industry Annual meeting is about to open. Brainstorming under the dual-carbon target 2022 metal fundamentals and price research policy interpretation!

Today's focus

The coking coal rose more than 11% by more than green double coke at midday [SMM midday review]

It is better to receive goods downstream. The processing fee of aluminum rod is stable.

Zinc prices rose in October and fell back in November. Fundamentals still have support [SMM monthly outlook]

When will the price of molybdenum in the domestic molybdenum market hit bottom [SMM analysis]

The price of rare earths in the 79th auction in North China was 19500 yuan / ton higher than that of the previous day.

Rare earth market: "Jinjiu" did not create brilliant "Silver Ten" to set a new record

The countdown to the opening of the Beijing Stock Exchange! The basic rules have been set out for the transaction to focus on eight issues.

National Development and Reform Commission and National Energy Administration: the transformation scale of coal-fired power units during the 14th five-year Plan period is not less than 350 million kilowatts.

Li Keqiang: at present, the economy is facing new downward pressure to formulate a new combined tax and fee reduction policy for the main body of the market.

The Party Committee of Shanxi Coking Coal conveys, studies and implements the spirit of the 12th Provincial Party Congress: to further implement the incremental guarantee of supply and speed up the release of continuous production capacity in coal mines.

Shandong Province: wind power planning is released | China's sea breeze installation is expected to innovate this year.

[emergency notice] 2021 the sixth China Summit on supply and demand of Electrical Materials has been postponed.

An overview of the results of enterprises in the third quarter

The third quarter production report of Glencore leads to a decline in copper production due to the lower mining grade of each business.

Li Zinc shares: the acquisition of 100% stake in Hongyue Northern Copper has been delivered and the company's net profit in the first three quarters increased by 11.55% compared with the same period last year.

He made a profit of nearly 1.1 billion in the first three quarters. The growth of demand for new energy vehicles leads to the increase of Bertrand's profit.

Benefit from the strong market demand for Rongbai Technology net profit in the first three quarters increased by 383.56% compared with the same period last year.

Strong sales of EV batteries Samsung SDI's third-quarter net profit jumped by 74.7%

The third quarter net profit of Suan Shanshan Co., Ltd. soared 1034.67% compared with the same period last year. Lithium power business is booming.

The net profit in the first three quarters of Dangsheng Technology increased by 174.94% compared with the same period last year.

SMM Daily Review

Foshan steel price center of gravity down coal stop falling stainless steel how to go? [Foshan stainless Steel Daily Review]

Close to steel bidding price ferrochromium quotation keeps running steadily [SMM Daily Review]

There is a passive drop in the price of a silicon factory with abundant spot circulation [SMM Daily Review]

The general price of Si-mn transaction is chaotic [SMM Daily Review]

There are frequent low-price negotiations in the weakening manganese market [SMM Daily Review]

The shipment of Manganese Mine is generally waiting for steel moves to guide the direction [SMM Daily Review]

Mr. SMM spot KuaiBao

Cargo holders continue to push up prices, shipments go up, water goes up [SMM North China copper spot]

The monthly difference of BACK widens to 500 yuan per ton of spot water and falls back quickly [SMM Shanghai Copper spot]

On November 3, the spot market of copper in Guangdong has increased the price of each period of time (the third period) [SMM price]

The monthly difference widens, the holder lowers the price and ships the goods with rising water [SMM North China Copper spot]

The discount on the rise of copper spot in Shanghai market on November 3 (the third period) [SMM price]

Futures aluminum fluctuations unstable South China spot discount narrowed transaction in general [SMM South China Aluminum spot]

Lead market situation in "other regions" KuaiBao: lead prices fall during the day trading in the spot market is slightly light [SMM lead afternoon Review]

Lead market situation in "SMM Shanghai" KuaiBao: lead price volatility weakens spot market trading activity is improving [SMM afternoon review]

Recycled lead: lead prices fluctuate and spot transactions continue to weaken [SMM afternoon Review]

Tianjin Zinc: today, Zijin has arrived and the transaction in the market has improved [SMM afternoon review]

Shanghai Zinc: the price of rising water in the market is slightly upside and there is a big difference with the quotation [SMM afternoon review]

Guangdong Zinc: the spot discount for shipments has narrowed slightly [SMM afternoon Review]

Ningbo Zinc: zinc prices plummeted and transactions improved slightly [SMM afternoon Review]

"the horizontal trend of funds left the market with light turnover and the market stabilized [SMM afternoon review]

Today's pick-up mood in the lower reaches of the nickel price maintenance range is not as good as yesterday [SMM Nickel spot afternoon Review]

Industrial trends

The demand for HPC chips drives the rapid expansion of large-size ABF carrier plates.

Jiangxi: 80% of the roof photovoltaic coverage can be developed by the end of 2024!

Uber (UBER.US): London drivers can buy or rent Tesla (TSLA.US) cars at a discount.

South Korean SK Group, such as Propulsion Battery, invested US $26 billion.

Lincoln sales increased by 60% compared with the same period last year. Lincoln sales exceeded 75000 from January to October.

Does China, the United States, Britain and Europe plan to increase near-zero emission steel production "green hydrogen" station tuyere?

The price of silicon material has risen to its peak in the past ten years. Experts: there are three key issues that should not be underestimated when the industry ushered in a new window.

Luoanji Technology: tungsten polishing solution has reached the international level at the technical level.

The performance of titanium dioxide enterprises exceeded expectations and the high level of raw materials supported the price in the fourth quarter.

Ningde Times has reached a battery supply agreement with Fisker | Ganfeng Lithium denies participating in the board vote of American Lithium's takeover bid for Millennium Lithium [11.3 Lithium Express]