[SMM Today's News] Nonferrous Nickel rose by more than 2% in the afternoon. Is there a "price war" on silicon wafers? | | there is a serious shortage of negative graphitization capacity. |

Telah Terbit: Dec 3, 2021 13:46
Sumber: SMM
SMM News Today: daily carefully selected macro, industry, spot market news, SMM first-hand research data and exclusive comments. The content of this article is scrolling updated, please refresh to see ~

[please check] SMM South China Nonferrous Metals Industry Annual meeting change notice

Today's focus

Copper [SMM afternoon Review] Metal gains show that Shanghai Nickel is up 0.32% before noon.

"View SMM Metal spot Historical Price

"during the week of SMM data, market inventories in mainstream copper regions across the country decreased by 6700 tons [SMM data]

The social inventory of SMM seven zinc ingots decreased by 5000 tons compared with last Friday [SMM data]

Steel works hunger marketing difficult to stop the price of stainless steel to open a new channel to fall? [SMM analysis]

The production limit of Tangshan blast furnace has been tightened again by 2-11, the total affected capacity exceeds 300000 tons [SMM hot spot]

Can the price of the precursor go up? Huayou Cobalt Co., Ltd. plans to sell 161500 tons of ternary precursors to Funeng Technology.

Electric car startups have crazy valuations: betting on future options or Bubble?

There is a serious shortage of graphitization capacity for the negative electrode. The price of the anode material is expected to be further raised.

The "price war" of silicon wafers starts again! Central shares announced a maximum reduction of more than 12% in components, auxiliary materials, etc., or benefit.

The maximum reduction in the silicon wafer quotation of China Central Co., Ltd. is more than 12%. The "price war" may accelerate the start-up of downstream components.

Ministry of Industry and Information Technology: speed up the development of new energy, new materials, new energy vehicles, green ring and other strategic emerging industries

Read the 14th five-year Plan for Industrial Green Development

SMM Daily Review

At the beginning of May, the market price of electrolytic manganese is mainly flat [SMM Daily Review]

Notice of change of the venue of the 2021 (6th) China stainless Steel-Metal charging Conference

Mr. SMM spot KuaiBao

The sharp drop in the rising water in East China has dragged down the rising water in North China [SMM North China Copper spot]

"inventory innovation, low rising water is soaring, but consignees are afraid of high trading and deserted [SMM South China Copper spot]

The discount on the rise of copper in Shanghai market on December 3 (fifth period) [SMM price]

The difficulty of the current aluminum discount is narrowed and the absolute aluminum price falls by more than 200 yuan [current aluminum afternoon review]

Expected aluminum weakens, South China Aluminum spot Shengshui strengthens again [SMM South China Aluminum spot]

Recycled lead: lead prices continue to pull back and turnover in the spot market is light [SMM afternoon review]

Lead market situation in "SMM Shanghai" KuaiBao: lead price shock weakens bulk market trading refinery supply [SMM afternoon review]

Lead market situation in "other regions" KuaiBao: lead prices have fallen and the discount for smelters has not changed significantly for the time being [SMM lead afternoon Review]

Shanghai Zinc: the mood of receiving goods downstream of the trade link is still not high [SMM afternoon Review]

Tianjin Zinc: there is a sufficient supply of goods in the market. Downstream enterprises have a strong willingness to wait and see [SMM afternoon Review]

Guangdong Zinc: price adjustment by consignors and spot discount expansion [SMM afternoon Review]

Ningbo Zinc: the quotation is relatively stable and the transaction is general [SMM afternoon review]

The trend of Shanghai tin fluctuates with limited spot market shipments are not as expected [SMM afternoon review]

Trading in the high and narrow range consolidation market is light [SMM Nickel spot afternoon Review]

December 16-17 | China International Motor Industry chain Annual meeting will make an appointment with you in Ningbo!

Industrial trends

The International Aluminium Association has launched a new emission reduction plan for the aluminum industry.

Tongshan Mining plans to triple copper production to 2020 in the next five years.

Gold and silver exploration for Tonopah West and Silver Cloud by Blackrock Silver

Gold Aurion resources focus on gold exploration Risti and Launi projects have great gold potential

The first quantum Enterprise nickel project is expected to be put into production by the end of the year.

Glencore expands its review of assets with a view to acquisitions

Chilean national copper production fell in October compared with the same period last year.

Commerzbank: copper price is expected to be $9500 / ton by the end of 2022

Xi Tin shares: 488400 shares increased by Shenzhen Stock Exchange on December 02

Mianyongjin Co., Ltd.: the first cold rolled stainless steel project in western China was officially launched.

Shengbeigang New material stainless Steel Co., Ltd.: broke the blockade of foreign technology

Luo Qingtuo: put into construction a project with an annual output of 200000 tons of stainless steel Kaiping and striping

The average price of lithium iron phosphate has exceeded 90,000 yuan / ton! The head manufacturer has plenty of orders on hand.

The order for positive and negative materials is in short supply and actively prepares for the next generation of battery technical materials.

Li Tesla's "petition" applies for tariff exemption: graphite for battery production can only be imported from China.

"Japan plans to double the subsidy for electric cars by up to $7000."

Sichuan Energy Power Lijiagou Lithium Mine holds about 38.812 million tons of minerals. Huayou Cobalt signed a strategic cooperation agreement with Funeng Technology.

[countdown 3 days] 2021 China stainless Steel & Metal burden Conference will be held in Wuxi, Jiangsu Province!

The list of winners of high-quality units of 2021 China stainless Steel & Metal charging Conference has been announced! You are invited to witness the award ceremony.

From December 23 to 24, Changsha gathered at the China Tungsten Industry Market and Application Summit Forum!

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

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[SMM Today's News] Nonferrous Nickel rose by more than 2% in the afternoon. Is there a "price war" on silicon wafers? | | there is a serious shortage of negative graphitization capacity. | - Shanghai Metals Market (SMM)