Minutes of SMM Bronze Morning meeting: real-time refresh, please follow!
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SMM Aluminium Morning meeting minutes: real-time refresh, please follow!
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Minutes of SMM lead morning meeting: real-time refresh, please follow!
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Summary of SMM Zinc Morning meeting: real-time refresh, please follow!
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SMM Tin Morning News: Huxi night trading funds in and out of the range is not large, price fluctuations slowed down. Fundamentally, warehouse receipt inventory continued to decline slightly, the spot market improved as prices fell, and quotation rose to maintain a low level. On the market trend, the overall trend of Shanghai and tin maintained a sound trend last night, with prices narrowing cautiously in the front high position and little change in and out of funds at the same time. To sum up, as the smelter gradually resumed production this week.
"Capital calmly treats the former high position, the volatility of the Shanghai-tin trend narrowed down [SMM Tin Morning News]
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SMM Nickel Morning meeting minutes: real-time refresh, please follow!
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Minutes of SMM Steel Morning meeting: yesterday, Lianhe opened low and left high, and the main contract finally closed at 707, up 4.74% throughout the day. The price in the port spot market in early trading is 20 yuan / ton higher than that of last Friday. In the afternoon, it will be raised again by 10-20 yuan per ton. Some traders have a strong willingness to raise prices, and steel mills purchase on demand. The spot transaction at the port is poor. The transaction price of PB powder in Shandong was concentrated at 840-860 yuan / ton, up 0-20 yuan / ton from last Friday.
"production restrictions are relaxed and demand recovers. Black is up in an all-round way [minutes of SMM Steel Morning meeting].
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Crude oil: oil prices surged again on Monday as the stand-off between Russia and Ukraine heightened concerns about crude oil supplies, pushing oil prices to nearly $100 a barrel. Us oil rose more than 2.9%, while cloth oil rose more than 4%.
On the dollar side: the dollar index rose slightly yesterday, falling to an intraday low of 95.668 since Feb. 10, but then rose slightly and finally stabilized at 96.104. Inflation data are expected to rise further this week as the market measures the possibility of the Fed raising interest rates by 50 basis points.
Metal futures: overnight pan Lun nickel continued its daytime rally, climbing to its highest level in more than a decade before closing up 2.65%. Although Shanghai Nickel also recorded an increase, it was obviously not as strong as Lunni, closing up 0.33%. Lomalco was slightly weaker with an increase of 0.84 per cent. Shanghai Aluminum also performed brilliantly, leading the list of inner-market metals with an increase of 0.55%. Lun lead had the largest decline in outer disk metals, with a decline of 1.15%. In overnight trading, Shanghai copper, Shanghai zinc and Shanghai tin recorded varying degrees of decline. Among them, Shanghai copper bore the brunt with a decline of 0.62%.
The performance of the black system was remarkable overnight. Thread and hot coil both increased by more than 1%. Iron ore rose 4.01%, while stainless steel rose 0.54%. In terms of double coke, coking coal rose more than 1.5%. Coke closed up 2.1%, recording the fifth consecutive trading day of rising, the intraday high of 3420 yuan hit a new high since October 20, 2021.
Precious metals: COMEX spot gold closed slightly higher on Monday amid doubts that the presidents of the United States and Russia might hold a summit to discuss the crisis, giving gold support near an eight-month high hit earlier in the day.
Us stocks: February 21 (Monday) is the US "Washington Birthday", US stocks will be closed for a day, and normal trading will resume on Tuesday, February 22.
The overnight closing trend until around 6:15
February 21th LME basic metal warehouse total inventory (in tons)
List of LME Base Metals Registration and cancellation Warehouse receipts (in tons)
[SMM data: national mainstream copper market inventory increased by 5600 tons over the weekend] as of Monday, February 21, SMM national mainstream copper market inventory increased by 5600 tons to 217400 tons compared with last Friday, the smallest increase in recent Monday week. The recent import loss is still large and the import volume is limited, and the inventory increment is mainly from domestic smelters, but with the increase in downstream production and exports, the amount of electrolytic copper shipped to domestic warehouses is decreasing. "View details
[SMM data: domestic electrolytic aluminum social inventory is 42000 tons to 1.081 million tons compared with last Thursday.] on February 21, 2022, SMM counted domestic electrolytic aluminum social inventory of 1.081 million tons, compared with last Thursday's accumulation of 42000 tons, the main increase in the contribution of the three places, including 19000 tons in Wuxi, 15000 tons in Gongyi, 8000 tons in the South China Sea, and unchanged in Shanghai, Tianjin and Linyi. Chongqing area to depot 1000 tons. Downstream consumer rigid demand shows a seasonal recovery, but it is worth noting that. "View details
[SMM Research: lead consumption is not as expected: lead Ingot Bank returns to 100000 tons] SMM February 21: as of February 21, total SMM lead ingot stocks in the five places reached 100800 tons, up 4600 tons from last Friday, and 4800 tons from Monday, according to SMM research.
[SMM data: SMM Seven zinc ingots social inventory increased by 5800 tons compared with last Friday] SMM February 21: according to SMM, as of Monday, SMM seven zinc ingot stocks totaled 268900 tons, an increase of 5800 tons over last Friday, and an increase of 14600 tons over last Monday. "check for details.
[SMM analysis: can Lunxi soar 250% in two years and then brush the "three values" again? The price of Lunxi, which has been surging for nearly two years, hit a new high of $44370 a tonne on Friday, up 250 per cent from its low of $12700 a tonne on March 23, 2020. At the same time, Shanghai tin is also close to the front high, but slightly timid did not reach a new high. The soaring tin price has recently entered a period of horizontal market volatility, can the future tin price break the recent finishing platform and brush the "three values" again? "View details
[SMM analysis: Jinchuan Russian nickel discount upside down reasons and analysis] according to SMM research, last week Russian nickel and Jinchuan nickel spot transactions are relatively cold, mainly because the pre-festival raw material inventory has not yet reached a certain low, superimposed the current absolute price is high, so most of the buyers remain on the sidelines, Jinchuan and Russian nickel discount are also down all the way. At present, Russian nickel is still dominated by short orders, and the current Russian nickel spot will still rise after it has been digested. "check the details.
[SMM News: demand support & Ukraine and Russia worry about Lenny hitting a new high] after Lunni rose four times in a row last week, it hit a new high of US $24610 / ton on the first trading day of the week, up 2.85% at one point, and then narrowed down. As of around 16:05, it was up 2.71% at US $24520 per ton. According to SMM research, at present, strong overseas and domestic demand for nickel supports prices; in addition, the continuous fermentation of Ukrainian and Russian geopolitics also makes the market worry that Russian nickel exports will be affected. In addition, the supply of nickel sulfate is relatively tight, and the shortage of raw material supply has been transmitted to nickel sulfate. "View details
[SMM concern: the overseas Division of China 22 Metallurgical Group undertakes the construction of the wet smelting project of Qingmeibang laterite nickel mine in Indonesia] on January 21, the overseas division contracted the construction of the wet smelting project of Qingmeibang laterite nickel mine in Indonesia. This project is located in Qingshan Industrial Park, Central Sulawesi Province, Indonesia. It is a wet smelting plant with a production capacity of not less than 50, 000 tons of nickel metal and 4000 tons of cobalt metal. The construction content mainly includes supporting equipment and pipeline installation, pipe gallery rack production and B02C steel structure production and installation. "View details
[SMM in-depth report: lithium prices repeatedly brushed new highs these fundamentals support logic must be understood! Lithium ore supply did not grow as fast as demand in 2021, and lithium prices rose sharply. After three years of falling lithium prices since 2017, lithium prices soared again and reached an all-time high in 2015-2022. SMM believes that from 2021 to 2022, driven by the slow putting into production of lithium mines and the high growth rate of demand in the new energy market, the prices of lithium carbonate and lithium hydroxide will rise all the way; followed by the successive commissioning of overseas mines, downstream demand will be met, and lithium salt prices will be slightly adjusted. "View details
[SMM analysis: new energy insurance growth continues unabated in January. BYD topped the list in August.) in January, 313000 new energy passenger vehicles were insured, up 114% from 146000 in the same period last year, but down 35% from December last year. According to the type of fuel, pure electric models accounted for 77%, slightly down 6% from the previous month, 241000 insured, up 103% from the same period last year, while plug-in hybrid vehicles accounted for 23%, with 72000 insured, a sharp increase of 161% over the same period last year. "check the details.
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[Foshan stainless Steel Daily Review: the stainless steel market is slightly tired and the downstream does not accept high prices and some concessions] SMM: today, spot prices of all departments in Foshan market are basically the same, and even some of them are in a pullback, but the overall trend remains stable. Even after the futures fell back last week, the spot stainless steel in the lower reaches, which had risen so rapidly, was somewhat unacceptable, with the disk falling and the spot increasing. But the downstream demand is slightly tired, and there are even a lot of pessimistic voices in the market. "check the details.
[SMM attention: NDRC issues guidelines for Energy Saving and carbon reduction Transformation and upgrading in Ferroalloy Industry] recently, the National Development and Reform Commission issued a circular on the release of the "guidelines for the implementation of Energy Saving and carbon reduction Transformation and upgrading in key areas of High Energy-consuming Industries (2022 Edition)," which relates to the implementation guidelines for energy-saving and carbon reduction transformation and upgrading in the ferroalloy industry. "View details
[SMM Daily Review: ferrochrome Trading weak Market waiting for Steel move] on February 21, Inner Mongolia's high-carbon ferrochromium quoted price of 8500-8700 yuan / 50 base tons, unchanged from the previous trading day; near the end of the month, the purchase was basically completed this month, the demand weakened; In addition, the iron works are optimistic about the demand for the resumption of production of stainless steel plants next month, as well as the slight rise in ferrochrome prices driven by the rise in chromium mines, the wait-and-see mood of downstream traders is strengthened, and the overall transaction is light, waiting for a new round of steel prices to enter the market; it is expected that the price of high-carbon ferrochromium will remain stable in the near future. "View details
[spot Review of SMM Thread: periodic resumption of production by Northern Iron and Steel Enterprises] Today (February 21) the snail fluctuated in a narrow range, the spot market quotation was stable and stronger, and the volume of transactions improved obviously compared with the month-on-month. From a regional point of view, Hangzhou morning quotation is a small 10, the inquiry order is OK, the transaction is light, the late trading period is up, and the terminal and some merchants are more enthusiastic to pick up the goods. "check the details.
[SMM analysis: if furnace shuts down again! How is stainless steel affected by this? According to SMM research, Dai Nan's medium frequency furnaces were once again told to shut down before March 25. Dainan's current average monthly output of medium frequency furnaces is about 30, 000 tons. It is reported that a batch of medium frequency furnaces have been shut down before, and the remaining 5-6 enterprises' medium frequency furnaces have also been notified to stop production. Dainanzhong Frequency needs to be shut down for policy reasons, or not temporarily. "View details
[SMM Coke spot Daily Review: Coke price inflection point is about to appear] on the whole, recently, the demand for replenishment of steel mills has increased, the number of orders from coking enterprises has increased, and the shipment situation is better. It is gradually optimistic about the future, and the inflection point of coke price will appear. It is expected that the coke market will be stable and strong in the short term. "check the details.
[SMM Coke Market News: inner Mongolia Qinghua Coal Ustai Coke oven upgrading Project held groundbreaking ceremony] Inner Mongolia Qinghua Coal Coking Ustai Coking News, February 16 morning, Inner Mongolia Qinghua Group Qinghua Coal Chemical Co., Ltd. 2 × 70 hole 2 million tons coke oven upgrading project groundbreaking ceremony was solemnly held in Inner Mongolia Qinghua Group Wustai Park. The investment of this project is nearly 1.5 billion yuan, and the carbonization room is 6.78m high. "check the details
[SMM Coke Market News: Shanxi Coal Mine Safety Supervision classified list] the production Safety Commission of Shanxi Provincial people's Government recently announced the classification of 890 coal mines in the province in 2022, which was released from 2022-02-21, including 57 A coal mines, 444 B coal mines, 205C coal mines and 184D coal mines. "check the details.
[SMM analysis: coking coal stocks are stronger driven by multiple factors] today, coking coal futures strengthened again, including thermal coal up more than 6%, coking coal up 5.04%, coke up 3.56%, both reached the highest level in nearly four months. Futures rose sharply, and coal stocks also rose strongly today, with Lu'an Huaneng and Shanxi Coking Coal both closing up 8.28%, with Jizhong Energy up nearly 7% and Mountain Coal International up more than 5%. Lanhua Technology, Jin Control Coal Industry, Haohua Energy and so on have risen more than 4%. Coking coal futures stocks rose, mainly due to the recent temporary lifting of production restrictions in some areas, obvious resumption of production in steel mills, and increased demand for coking coal and coke. "check the details.
[SMM Manganese Daily Review: the market inquiry is reduced and the manganese ore market is still operating at a high level] according to SMM, the downstream purchase and purchase is basically completed, the transaction of market inquiry is significantly reduced, the willingness to quote the manganese ore market is not strong, and the price remains high. On the whole, all parties are optimistic that the future will be dominant, so although the number of manganese ore inquiries has decreased at present, the miners are not willing to reduce prices, and short-term manganese ore prices may remain high. "check the details.
[SMM Si-mn Daily Review: raw material prices rising costs support Si-mn spot prices] February 21, the northern market Si-mn 6517 (cash) 7800-8100 yuan / ton, the southern market Si-mn 6517 (cash) 8000-8300 yuan / ton. Today, the silicon-manganese market is operating stably for the time being. At present, the market supply is stable, the demand has not been released in a large area, the long-term orders of various factories are mainly, and the spot prices do not change much. In the short term, the prices of manganese ore and coking coal are rising, and the price of silicon and manganese is supported by certain costs. "View details
[SMM: manganese price slightly firm upward] Today (February 21) the average spot price of a small amount of electrolytic manganese in the main producing areas in China has increased by 750-1000 yuan / ton compared with the average price last Friday. The supplier's price attitude is obvious at the beginning of the week. "in addition, after the Lantern Festival," check the details.
[SMM Daily Review: Silicon factory quotation continues to raise trading enthusiasm of aluminum alloy enterprises] Silicon prices of some specifications continue to rise today. East China oxygenated 55 silicon is in the range of 20200-20400 yuan / ton, and 44 silicon is in the range of 21400-21500 yuan / ton. Most silicon factories are optimistic about selling in the future, and their external quotations are constantly rising. "check the details.
[SMM magnesium ingot spot KuaiBao: manufacturers keep selling magnesium prices rise rapidly] as magnesium prices bottomed out last Friday and downstream demand entered the market for procurement, the magnesium market gradually regained its vitality. at the same time, market rumors that environmental protection policies were about to be introduced further aggravated the factory price sentiment. Magnesium factory quotes rose sharply today, and the market transaction price continued to hit new highs. Understand from the factories in the main production areas, today's downstream inquiry volume has increased, factory confidence has increased, do not consider bargaining shipment for the time being, the quotation still has a higher trend. "check the details.
[SMM Daily Review: rare earth mainstream quotes temporarily stable market wait-and-see mood] on Monday, the inquiry order of rare earth mainstream oxides was active, and the market wait-and-see mood was strong. The mainstream rare earth oxides continued to be stable last Friday, with praseodymium-neodymium oxide reaching 1.1 million yuan / ton and praseodymium-neodymium metal mainstream at 136-1.38 million yuan / ton. Terbium oxide, dysprosium oxide mainstream reported to 1500-15.2 million yuan / ton, 313-3.15 million yuan / ton. The price of gadolinium oxide is strong, extending the upward price last week. "check the details.
[Mitsubishi Materials and Freeport, Indonesia expand copper smelter capacity] Indonesia's PT Smelting, a joint venture between Mitsubishi Materials and Freeport Indonesia, began construction of an East Java copper smelter expansion project costing 3.2 trillion rupiah ($223 million) on Saturday. The expansion will increase the cathode copper production capacity of the plant from the current 300000 tons to 342000 tons, the company said in a statement. "View details
[SMM research] according to SMM research, the implementation of the new tax document No. 40 is imminent, the market wait-and-see and worry are becoming more and more intense, recycled copper traders are getting rid of inventory in large quantities, and downstream recycled copper rod enterprises are also cautious in purchasing, and the market situation of recycled copper traders selling stocks at low prices highlights. Taking East China Nonferrous Metals City in Linyi as an example, under the premise of little change in disk price, the quotation of recycled copper has decreased significantly today. The spread between high and low prices has widened and quotations are expected to remain low this week.
As of February 21, 2022, the profit and loss model of SMM imported aluminum ingots shows that the import loss per ton of electrolytic aluminum is close to 1500 yuan per ton, approaching the loss level during the epidemic in 2020. At present, due to the rise in import adjustment fees, domestic Yangshan spot prices are in the doldrums, and the Hulun aluminum ratio has fallen sharply, the import window continues to close, and the import volume of aluminum ingots is expected to be under pressure again.
[Baise Bureau of Industry and Information Technology announced the resumption of production in Baise City] 2.18 the Bureau of Industry and Information Technology of Baise City announced the resumption of production in Baise City. There are a total of 68 aluminum industry enterprises in the city, 39 of which have been suspended due to the epidemic and 56.5% of them have stopped production. Among them: alumina 5 enterprises, a total production capacity of 9.2 million tons, 5 production, the current operating capacity of 7.2 million tons. There are 8 electrolytic aluminum enterprises with a total production capacity of 2.37 million tons, 7 are in production, and the current operating capacity is 1.295 million tons. Tianyang 100 Mine stopped production due to the epidemic situation, involving a production capacity of 500000 tons. There are 55 aluminum processing enterprises with a total production capacity of 3.8 million tons, 17 are in production, and now have an operating capacity of 1.027 million tons, and 38 have stopped production due to the epidemic (at present, 4 enterprises, including Ping Aluminum Technology of Ping Aluminum Group, have begun to resume work).
Global primary aluminum production in January 2022 was 5.513 million tons, down 4.46 percent from a year earlier, compared with 5.533 million tons in the previous month and 177800 tons per day in January, according to (IAI) data from the International Aluminum Association.
[SMM Petroleum Coke] Shandong Dongming Petrochemical Group Co., Ltd. shut down and overhauled a coking unit on February 20, 2022, which is expected to affect 700murmur800 tons per day, and the estimated overhaul days are about 30 days.
[Yinbang Co., Ltd. signed a contract with ONEGENE to supply new energy vehicle water-cooled plate aluminum alloy composite and non-composite materials] Yinbang Co., Ltd. announced on February 18th that it had signed a "sales contract" with ONEGENE, and the company would supply ONEGENE with new energy vehicle water-cooled plate aluminum alloy composite and non-composite materials according to ONEGENE's actual business plan. The amount of the contract is expected to be about 250 million yuan, with a period of performance from January 1, 2022 to December 31, 2022. "View details
[Wenshan Prefecture Bureau of Industry and Information Technology issued a public announcement on the implementation of the capacity replacement plan for the electrolytic aluminum construction project (Series B) of Yunnan Hongtai New material Co., Ltd.] the capacity replacement Plan of the Electrolytic Aluminum Construction Project of Yunnan Hongtai New material Co., Ltd. (announcement No. 18 of Yunnan Provincial Department of Industry and Information Technology) announced to the public on December 26, 2019, the construction project intends to build A, B, C, D, E, F6 series, Build by stages and put into production by stages. Wenshan Prefecture Bureau of Industry and Information Technology verified and accepted the implementation of the capacity replacement plan of the electrolytic aluminum construction project (Series B) of Yunnan Hongtai New material Co., Ltd. The implementation of the plan will be made public. "View details
[Shengda Resources] Shengda Resources recently released a record table of investor relations activities. Mr. Zhang Kaiyan, secretary of the company's board of directors, introduced that the relevant mine mining procedures for the new expansion of Gongtang lead-Zinc Mine are being processed. Guizhou Province has strong support for the Pig Gongtang project, and the company and relevant parties are actively and orderly promoting the relevant work. According to the current construction progress, it is expected that the first phase of the project of Zhugongtang lead-Zinc Mine will be put into production by the end of 2022, and the second phase of the project will be put into production by the end of 2024. Zhugongtang lead-zinc mine has large reserves and high grade. At present, the amount of lead-zinc metal resources on record has reached 3.2744 million tons, with an average grade of 8.98%, of which zinc is 6.74%. After the project reaches production, the company's lead and zinc output will jump from 50,000 tons to more than 200,000 tons.
[35th Anniversary of Shaanxi Zinc Industry Co., Ltd.] Shaanxi Zinc Industry Co., Ltd., formerly known as Shaanxi Shangluo smelter, was founded in 1986 and joined Shaanxi Nonferrous Group in June 2004. 2021 is the 35th anniversary of the establishment of Shaanxi Zinc Plant. After 35 years of rolling development, Shaanxi zinc industry has formed a production scale with an annual output of 200000 tons of electrolytic zinc, 350000 tons of industrial sulfuric acid, and comprehensive recovery of more than 10 valuable metal elements, such as gold, indium, silver, copper, cadmium, cobalt, lead, etc., and a project for comprehensive recovery of precious metals from zinc smelting slag will be built in 2021. The output of zinc ingot and sulfuric acid increased by 29.2 times, business income increased by 244.6 times, tax increased by 45.8 times, and net profit increased by 16.8 times. Zinc production capacity ranks among the top 10 of the national zinc smelting industry, and it has been a major output value, profit and tax in Shangluo City for more than 10 years. Showing the scene that "enterprises are booming and workers live and work in peace and contentment".
[Indonesian nickel mine domestic trade benchmark price rose month-on-month in February] on February 16, the Indonesian Ministry of Energy and Mines released the February nickel mine domestic trade benchmark price. Of this total, 1.7% of the nickel mines were FOB $45.23 / wet ton, up $1.98 / wet ton from the January benchmark price; 1.8% of the nickel mine FOB price was $50.55 / wet ton, up $2.21 / wet ton from the January benchmark price; 1.9% of the nickel mine FOB price was $56.16 / wet ton, up $2.46 / wet ton from the January benchmark price. "View details
[Zhongjin Lingnan: the company's Mont Osside project in Australia has proved 20800 tons of cobalt metal] Zhongjin Lingnan said on the investor interactive platform that as of December 31, 2020, the company's Mont Osside project in Australia has proven 20800 tons of cobalt metal. The project is an exploration project and has not yet been exploited. If there is any mining-related information in the future, please pay attention to the relevant announcement information of the company.
[SMM News: lithium carbonate jumped 10, 000 yuan today to break through the 440000 barrier lithium mine lithium electricity stocks rose rapidly this afternoon. The lithium battery lithium mining sector rose rapidly, with Ya Hua Group, China Mineral Resources, Sony Finance and other stocks rising by the daily limit, while Fangyuan shares, China Science and Technology, Dow Technology and other stocks rose more than 5%. In the spot market, according to the spot price of SMM, the spot price of battery-grade lithium carbonate has risen all the way up recently. as of February 21, the spot price has risen to 44.4-452000 yuan per ton, with an average price of 448000 yuan per ton, up 10, 000 yuan from the previous trading day. "check the details.
[Tianshi Materials: the company has built the recycling capacity of lithium carbonate and other key materials] recently, in a survey conducted by investors, Tianzhi material revealed that the company already has a processing capacity of 20,000 tons / year of lithium iron phosphate battery. at present, the company has locked some of the waste batteries in downstream battery plants and vehicle plants, which will provide the company with a certain amount of lithium carbonate capacity, which can appropriately alleviate the fluctuation of lithium carbonate price and guarantee the supply of raw materials. "View details
[Tibet Mining: the output of Zabuye Salt Lake Lithium concentrate has increased] recently, Tibet Mining has been surveyed by more than 60 institutions and responded to some investor concerns in its investor activity record sheet. In response to the pricing model of the company's lithium carbonate products, Tibet Mining replied that the current lithium carbonate market is relatively volatile, and the company's pricing model is based on the price of lithium carbonate in Shanghai non-ferrous metal net. "View details
[French Environment Minister: France should start mining lithium mines at home] French Environment Minister Barbara Pompili said in a video interview that in addition to signing long-term lithium supply contracts with other countries, France should also start mining its own lithium resources to meet the growing demand.
[Longbai Group: signed strategic cooperation framework agreement with Henan Geology and Mineral Exploration and Development Bureau] Longbai Group announced that it has signed a strategic cooperation framework agreement with the second Geology and Mineral Resources Survey Institute of Henan Geology and Mineral Exploration and Development Bureau. extensive cooperation will be carried out in the integration, reserve, exploration and development of titanium, zirconium, graphite, lithium and other mineral resources in domestic and foreign regions.
[the National Development and Reform Commission approved three coal mine projects with a total construction scale of 19 million tons] the National Development and Reform Commission approved the Haisantan Coal Mine Project in the southern area of Yuheng Mining area, Shaanxi Province, with a construction scale of 5 million tons per year, with a total investment of 8.124 billion yuan; the construction scale of Haizetan Coal Mine is 6 million tons per year, with a total investment of 7.46 billion yuan; the Taowutu Coal Mine Project in Nalinhe Mining area, Inner Mongolia, has a construction scale of 8 million tons per year, with a total investment of 8.54 billion yuan.
[Shuangliang Energy Saving won 262.4 million yuan order for polysilicon reduction furnace] Jiangsu Shuangliang New Energy equipment Co., Ltd., a holding subsidiary of Shuangliang Energy Saving system Co., Ltd., and Gansu Guazhou Baofeng Silicon material Development Co., Ltd. signed the "reduction Furnace equipment Sale contract" on February 14, 2022. The object of the contract is the many pairs of rod reduction furnace equipment purchased by Party An and the corresponding spare parts and special tools. The contract amount is RMB 262.4 million (including tax).
On February 17, you Yong, deputy director of the Energy Conservation and Comprehensive Utilization Department of the Ministry of Industry and Information Technology, and his entourage visited the China Nonferrous Metals Industry Association and exchanged views with Fan Shunke, deputy secretary of the party committee of the association, and Wang Jian, vice president of the association, on the comprehensive utilization of red mud, the development of the recycled metal industry, and the relevant work ideas and suggestions of the association. "View details
[SMM News] Tangshan will lift the safeguard control measures during the key period from 8: 00 on February 21, and a number of sintering machines and blast furnaces will resume production.
[Port Dynamics] according to statistics from the Port and Shipping Administration Center of Ningbo City, Zhejiang Province, in January, Ningbo port production maintained a steady growth, with a cargo throughput of 56.974 million tons. Of this total, the throughput of iron ore reached a new high of 10.307 million tons, an increase of 17.8 per cent over the same period last year. Prior to this, in January 2015, the throughput of iron ore in Ningbo Port exceeded 10 million tons, with a completed volume of 10.239 million tons.
Inner Mongolia Qinghua Coal Chemical USTAI Coking News, on the morning of February 16, the groundbreaking ceremony for the upgrading project of 2 million-meter coking coke oven of 2 × 70 holes in Inner Mongolia Qinghua Coal Chemical Co., Ltd. was solemnly held in Wustai Park of Inner Mongolia Qinghua Group. The project invests nearly 1.5 billion yuan and the carbonization chamber is 6.78m high, supporting the construction of coke dry quenching equipment and advanced desulphurization and denitrification equipment. The technology and equipment used in the project have reached the highest level of coke oven design in China. After the completion of the project, compared with the 4.3m coke oven, the energy consumption of 72000 tons of standard coal can be saved, and the energy consumption per ton of coke has reached the domestic advanced level.
[Russian Ministry of Energy: Russia increases coal supply to China to 100 million tons] according to foreign media reports, Sergei Mocharynikov, director of the Department of Foreign Economic Cooperation and fuel Market Development of the Russian Ministry of Energy, said that Russia will expand its coal supply to China, which can be increased to 100 million tons in the future. Mocharinnikov said at the end of last year that Russia would export about 52 million tons of coal to China in 2021. As a big energy consumer, China still has a great demand for coal. It is reported that the draft agreement between the two governments stipulates that Russia will increase its coal exports to China to 100 million tons.
[SMM News] Mongolia Qinghua Coal Coking News, on the morning of February 16, the groundbreaking ceremony of the 2 million-meter coking oven upgrading project of 2 × 70 holes in Inner Mongolia Qinghua Coal Chemical Co., Ltd. was solemnly held in Wustai Park of Inner Mongolia Qinghua Group. The project invests nearly 1.5 billion yuan and the carbonization chamber is 6.78m high, supporting the construction of coke dry quenching equipment and advanced desulphurization and denitrification equipment. The technology and equipment used in the project have reached the highest level of coke oven design in China. After the completion of the project, compared with the 4.3m coke oven, the energy consumption of 72000 tons of standard coal can be saved, and the energy consumption per ton of coke has reached the domestic advanced level.
[notice on lifting the key period Air quality Assurance measures in Qian'an City] notice requirements of Qian'an City on lifting the "key period Air quality Assurance measures in Qian'an City": starting from 12:00 on February 21, the long process can not be interrupted by combining iron and steel, independent pellets, steel rolling, coking, lime kiln, casting, cement clinker, brick kiln and refractories. Enterprises in the glass and pharmaceutical industries began to lift air quality assurance measures during key periods.
[Ximeng Natural Resources Bureau: publicity on six new deep exploration rights of Xilingol League] the mines involved include: (1) the deep exploration rights below 510 meters of the Alhada lead-zinc mine in Dongwuzhumuqin Banner (2) Xilingol League Shanjin Alhada Mining Co., Ltd. Alhada Silver lead-Zinc Mine under 324 meters (3) Jindou Zi of Taipu Fengtai Mining Co., Ltd. Deep exploration rights below 1102 meters in Mountain lead and Zinc Mine (4) Inner Mongolia Yulong Mining Co., Ltd. Xiwuzhumuqin Banner Huaobaote Silver lead Mine (5) Inner Mongolia Yulong Mining Co., Ltd. Xiwuzhumuqin Banner Huaobao Special Silver lead Mine Deep Exploration Rights (6) Inner Mongolia Autonomous region East Uzhumuqin Banner Eren Gaobi silica Mine Deep Exploration Rights below 1010 meters (6) Inner Mongolia Yulong Mining Co., Ltd. Xiwuzhumuqin Banner Huaobaote Silver lead Mine (5) Inner Mongolia Yulong Mining Co., Ltd.
[SMM News] the price of rare earth oxides rose across the board last week. As of February 16, praseodymium oxide (lowest price) closed at 1071000 yuan / ton, with a weekly change of 13.57%; neodymium oxide (lowest price) closed at 11900000 yuan, with a weekly change of 10.49%; praseodymium and neodymium oxide (lowest price) closed at 1080000 yuan / ton, with a weekly change of 12.15%; dysprosium oxide (lowest price) closed at 3120 yuan / ton, with a weekly change of 3.65%; terbium oxide (lowest price) closed at 14970 yuan / ton, with a weekly change of 9.83%. The rare earth industry is in a new growth cycle, and prices are expected to continue to rise at the beginning of the year. The rare earth industry is undergoing fundamental changes at the supply and demand level. The orderly and highly centralized domestic supply pattern and the tripartite stabilization of global supply have reduced the elasticity of supply. The rare earth mining and smelting target for the whole year of 2022 is expected to be about 202000 tons, an increase of about 20% over the same period last year. On the demand side, under the background of global low-carbon and electrification, new energy vehicles, industrial motors, wind power and robots have replaced consumer electronics and become the main driving force of rare earth permanent magnet demand.
[SMM Express] recently, southern rare earths announced the latest listing prices of medium and heavy rare earth oxides. Many varieties of medium and heavy rare earths continued to rise this week, of which europium oxide, ytterbium oxide, lutetium oxide and scandium oxide were the same as last week, while other varieties increased in varying degrees, including samarium oxide 1000 yuan / ton, gadolinium oxide 117500 yuan / ton, terbium oxide 1.5 million yuan / ton, dysprosium oxide 120000 yuan / ton. Holmium oxide increases 235000 yuan / ton, erbium oxide increases 17500 yuan / ton, and yttrium oxide increases 4500 yuan / ton.
[Oriental Zirconium Industry announced a price increase of 3000 yuan / ton for zirconium dioxide products] on February 18, the oriental zirconium industry announced that in view of the rising prices of various raw and auxiliary materials and tight supply, Guangdong Dongfang Zirconium Industry Technology Co., Ltd. has raised the sales prices of related zirconium products since February 18, 2022: zirconium oxychloride products (including mother liquid materials) by 1000 yuan / ton; zirconium dioxide products by 3000 yuan / ton. At the same time, the prices of other zirconium series products of the company will be adjusted by Synchronize.
[Hecla Mining silver reserves are the second highest in 130 years] US silver producer Hecla Mining (New York Stock Exchange symbol: HL) said its proven and possible precious metal reserves rose to 200 million ounces in 2021, the second highest level in the company's 130-year history. "View details
Terminal information
[industry personage: the new energy storage development plan of the 14th five-year Plan will be released recently] according to industry personages, the new energy storage development plan of the 14th five-year Plan will be formally launched in the near future. According to incomplete statistics, up to now, more than 20 provinces have clearly defined the specifications and requirements of matching energy storage equipment, and clearly defined the allocation and storage ratio and allocation of time requirements. A number of industry insiders predict that with the expansion of the installed capacity of the "14th five-year Plan", local energy storage security policies will be further expanded to promote the expansion of energy storage scale and the development of the industry.
[China's high-end transmission technology has won the bid for German wind power flexible DC transmission project for the first time in Europe] it is reported that State Grid Intelligent Electroweb Research Institute Co., Ltd. has won the bid for German offshore wind power flexible DC transmission project, which marks the first time that China's high-end transmission technology has entered Europe, which will effectively promote the high-quality development of China's semiconductor devices, high-end power equipment, offshore wind power and other related industries.
[China's scrapped photovoltaic modules may reach 1.05 million tons in 2035] recently, the Ministry of Industry and Information Technology, the National Development and Reform Commission and other eight departments jointly issued the "implementation Plan for accelerating the Comprehensive Utilization of Industrial Resources" (hereinafter referred to as the "plan"). It is clearly proposed to promote the research and development and industrial application of emerging solid and waste comprehensive utilization technologies such as waste photovoltaic modules and wind power blades, and increase the R & D and promotion of complete sets of technology and equipment for comprehensive utilization. To explore the new technical route of comprehensive utilization of solid waste. According to the "China carbon Neutralization Research report before 2060" released by the Global Energy Internet Development Cooperation Organization in March 2021, the installed capacity of wind power and photovoltaic power generation in China will reach 1.5 billion kilowatts and 1.1 billion kilowatts respectively in 2035, and the number of new energy vehicles will reach 160 million. At that time, the installed capacity of Fengguang will reach 110 million kilowatts per year and 70 million kilowatts per year, and the scale of decommissioned power batteries will be as high as 2.7 million kilowatts per year. The corresponding scrapped photovoltaic modules, wind power blades and power batteries can reach 1.05 million tons, 1 million tons and 3 million tons respectively.
Will the "lack of core" of the car make it even worse? Employees of Bosch and many other supply chain enterprises have been infected with novel coronavirus] on February 19, according to the "Suzhou release" notice, the staff of Bosch Auto parts (Suzhou) Co., Ltd. were diagnosed with asymptomatic infection. So far, it is not possible to determine the specific impact of the case on the operation of the Bosch Suzhou plant. However, Bosch said in an interview with the media a few days ago that "it is expected that the epidemic will have a short-term impact on production and later operations." "View details
The order is scheduled for June! After three consecutive years of decline, China's auto market has finally returned to positive growth in 2021, especially the sales of new energy vehicles. The recovery of the automobile industry has also brought a large number of orders to the relevant parts companies, some of which have even been arranged until the end of June this year. Some enterprises in order to deliver orders in time, the factory currently implements 24-hour shifts. "View details
[BYD "Blade Battery" or fake Toyota Export India has launched related business recruitment] with the continuous improvement of market recognition, BYD "Blade Battery" is also expanding its global business footprint. A reporter from the Financial Associated Press recently learned that BYD's Fudi Battery is recruiting relevant overseas market personnel, including customs and logistics personnel who are familiar with the import and export policies of the Indian market. "View details
[Citic Securities: January sales of new energy vehicles are in line with expectations, and industry prosperity is expected to rise] CITIC Securities Research report pointed out that in January 2022, domestic new energy vehicle sales were 431000, month-on-month-18.6%, year-on-year + 135.8%, in line with expectations. In the domestic market, the high prosperity of the industry continues; overseas, the subsidy policy is expected to accelerate the landing, the US market is expected to return to high growth, and the European market is expected to remain high under the increasingly stringent new carbon emissions regulations. Global new energy vehicles have entered a stage of rapid growth, and the current time continues to suggest that we should seize the opportunity of high-quality targets in the global electrified supply chain, especially the supply chain of Tesla, Ningde era and LG Chemistry.
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