[SMM Metal Morning reference] Metal Pu Sheng Lun Zinc Shanghai Zinc Shanghai Nickel rose by more than 2% | Lithium carbonate lost the 500000 gate.

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Announcement: under the epidemic situation of home and office, the normal development of SMM business will be delayed.

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: warehouse receipt inventory increased sharply, bulls left the market and prices fell.

Fundamentals, near the delivery period, domestic warehouse receipt inventory has increased significantly, while LME inventory has remained stable for many days. The average price of domestic spot mainstream shipments remains above 340000 yuan / ton, but the performance of market shipments turned worse yesterday. On the market trend, bullish funds took the initiative to drive prices down after the opening of night trading in Shanghai and tin yesterday, and then market sentiment was slightly stable and prices rebounded by shock. "Click to view details.

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SMM Nickel Morning meeting minutes: real-time refresh, please follow!

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Summary of SMM Iron and Steel Morning meeting: Coke raw materials are not good or coke supply may be tight

Supply side: affected by the epidemic, it is still difficult for coking enterprises in Shanxi to ship, and coke stocks have accumulated to varying degrees, but some coking coal stocks remain low, forced to limit production, the scope of production restrictions may be expanded in the later stage, and coke supply may be tight. "Click to view details

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Crude oil: crude oil futures rose more than 6% on Tuesday, sending US oil prices back above $100 a barrel and setting an one-week high close. Factors supporting the rise in oil prices include easing concerns about Chinese oil demand and a decline in Russian production. Russian oil and gas condensate production is understood to have fallen to a low in 2020 and the OPEC warned that possible shortages in Russian supply could not be made up for.

On the dollar side: the dollar rebounded on Tuesday after slightly weaker-than-expected inflation data, while the euro extended its decline ahead of the ECB policy meeting. According to the latest US CPI data, core CPI is lower than expected, falling to 6.5 per cent. Fed governor Brainard said on Tuesday that there were some "welcome" signs of cooling in the latest inflation data, but he still stressed that the central bank was still carrying out a series of interest rate increases and efforts to reduce its balance sheet. The market remains positive that the Fed will maintain its tightening path.

Today's focus: the results of the interest rate decisions of the Federal Reserve of New Zealand and the European Central Bank. Data will be ushered in today: us March PPI, EIA crude oil inventory changes in the week ending April 8, UK March CPI, PPI, China March import and export annual rate and so on.

Metal futures: overnight outer disk metal rose, only Lunxi only down, closing down 0.97%. Zinc prices in the two cities rose sharply, with Lun zinc up 2.62%, followed by lun lead with an increase of 1.57%. In the inner market, Shanghai zinc followed the outer plate with an increase of 2.71%, while Shanghai nickel closed up 2.35%. Shanghai Aluminum rose by more than 1%.

Black closed up across the board, while hot rolls, threads and stainless steel rose more than 1%. Iron ore closed up 3.01%. Double coke floated red, coking coal and coke increased by 1.63% and 2.26% respectively.

Crude oil is up more than 6%. Metals are up more than 2% [overnight].

Precious metals: COMEX gold futures rose more than 1% on Tuesday as u.s. inflation data were largely in line with expectations, reducing the likelihood of long-term aggressive tightening by the fed, leading to lower yields on u.s. debt.

As at 06:34 on 13 April:

"Futures prices fluctuate greatly. For enterprise settlement, please refer to SMM spot quotation!

April 12 LME basic metal warehousing total inventory (in tons)

April 11 LME basic Metals Registration and cancellation of Warehouse receipts (in tons)

[SMM survey: what is the impact of the inventory of raw material procurement and finished product shipments in the metal industry under the impact of the epidemic? Recently, the impact of the epidemic has expanded, in which the impact of transportation is more obvious, Shanghai is the first to bear the brunt, and its highway impact is greater. Under the obstruction of transportation, the raw material procurement and finished product delivery of metal enterprises are subject to double resistance, and the operating rate of some industrial chain enterprises has also declined. It affects the whole body, and the influence of metal inventory also appears. The latest research on the impact of SMM on the industry is as follows. "Click to view details.

[SMM analysis: copper foil operating rate rose as scheduled in March and decreased in April affected by the epidemic] according to SMM research, the operating rate of copper foil enterprises in March 2022 was 92.42%, an increase of 6.08% compared with the previous month. Among them, the operating rate of large enterprises is 91.25%, that of medium enterprises is 91.67%, and that of small enterprises is 97.71%. It is estimated that the operating rate of copper foil enterprises will be 92.27% in April. "Click to view details.

[SMM analysis: the operating rate of copper tube enterprises hampered by the epidemic has declined in April compared with the previous month] according to SMM survey data, the operating rate of copper pipe enterprises in March was 85.87%, up 18.37% from the previous month, and down 1.94% from the same period last year. In March, the operating rate of copper pipe enterprises improved faster than expected, and the traditional peak season effect after the Spring Festival was revealed. But the start-up of copper pipe enterprises in April was hampered by the epidemic, although orders from air-conditioning enterprises are still relatively sufficient. "Click to view details

[SMM analysis: epidemic difficult transportation: construction of prebaked anodes rose 11.96% in March] according to SMM research, domestic production of prebaked anodes in March was about 1.7162 million tons, up 20.53% from the previous month, up 1.05% from a year earlier, and the industry operating rate rose 11.96% to 70.22%. "Click to view details

[SMM analysis: the increase in the operating rate of recycled aluminum in March is lower than expected in April.] the operating rate of recycled aluminum rebounded in March, rising 8.4 percentage points from February to 45.5%. The main reason for the increase in the operating rate in March is the resumption of production in the upper and lower reaches after the Spring Festival, but it is still not as expected. "Click to view details

[SMM concern: tight supply of pure nickel aggravates rising water] recently, the tight supply of pure nickel has intensified, and the market price of pure nickel has risen sharply on April 12th. According to SMM, it is known that the production of electrolytic nickel has been reduced since March due to the shortage of raw materials and epidemic situation. Secondly, the internal and external price difference of imported pure nickel is large and the clearance volume is limited, and the supply of Russian nickel, Norway and nickel beans in the domestic market is scarce. In addition, as the current epidemic in the southern market has not been alleviated, it is still difficult to pick up and transport. "Click to view details

[stainless steel spot information: limited logistics and transportation continues pessimistic stainless steel spot market] on April 12, stainless steel SS contracts were weak and fluctuated, maintaining a fluctuating trend in the range of 19200-19300 yuan / ton, and the current SS contract price remained near the current stainless steel cost price. The spot price of stainless steel in Wuxi is basically maintained in yesterday's range, with a low price of 19500 yuan / ton (base price), a coil price range of 19800-20600 yuan / ton, and a hot rolling price of 19500-19800 yuan / ton. "Click to view details

[SMM Daily Review: high inflation expectations prefer precious metal silver and silver nitrate prices up] Analysis the price of pure silver nitrate is 3316-3360 yuan / kg, up 36-50 yuan / kg from yesterday. On April 12, the price of SMM1# silver was 5111 yuan / kg, up 60 yuan / kg from yesterday, up 1% 13%. International spot silver is US $25.173 / oz, COMEX silver is US $25.37 / oz. At present, high inflation concerns caused by rising food prices outweigh the impact of the Fed's interest rate hike, still supporting the price of precious metal silver, as the main raw material of silver nitrate is silver. "Click to view details

As of April 12, the average spot price of domestic battery-grade lithium carbonate fell 2000 yuan / ton to 498000 yuan / ton, losing 500000 yuan. This is the third consecutive trading day of downside for battery-grade lithium carbonate. SMM research shows that the supply side at the end of maintenance, capacity climbing and salt lake increment continues, and the overall supply continues to rise, while on the demand side, the demand for the four major cathode materials fell this month due to reduced orders. And downstream is more resistant to high-priced lithium, driven by market sentiment and rising supply while reduced demand, SMM expects the future price of lithium carbonate. "Click to view details

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[SMM hot rolling arrival: redirection & delayed shipments to Shanghai this week shipments have dropped to a freezing point] according to SMM, it is estimated this week that total resource shipments in the mainstream market are 162000 tons, a decrease of 36000 tons, or 18.18%, from the previous month. Look at it by market. "Click to view details

[the operating rate of SMM electric furnace: epidemic situation & the operating rate of environmental protection inspectors dropped this week compared with the previous week] as of April 12, according to SMM's survey of 34 independent electric arc furnace steel mills producing building materials, the operating rate was 49.8%, down 7.6% from the previous week and 38% from the same period last year. "Click to view details.

[SMM Coke spot Daily Review: raw material delivery is poor Coke supply or tightening] overall, steel mills are gradually increasing demand, active procurement, some areas of coke enterprises affected by the epidemic transport difficulties, some coal shortage makes coke production limited, coke supply tightened, short-term double coke stability is strong. "Click to view details.

[SMM concern: Taishan Iron and Steel Group Indonesia Nickel Power Project smoothly connected to the grid to generate nickel and iron production line when to put into production? On April 11, 2022, with the joint efforts of the staff of Taishan Iron and Steel Group, the Nickel Power Generation Unit of Indonesia Comprehensive Industrial Park was successfully connected to the grid for the first time and formally supplied power to the Nickel Iron and Steel Project. Taishan Iron and Steel overseas staff continue to debug with a rigorous working attitude, the current unit is in good condition, and all technical indicators meet the design requirements, laying a good foundation for the follow-up construction of the project. it also provides a solid guarantee for the commissioning of the nickel-iron project in the park. According to SMM research, if the production goes well, the nickel-iron production line is expected to start producing iron in May. "Click to view details

[SMM hotspot: collection of local real estate policies in 2022] since the beginning of 2022, the policy of multi-local real estate market has been loosened. According to the incomplete statistics of SMM, as of April 12, the national real estate support policy has been issued more than 120 times, of which more than 60 cities have issued policies to stabilize the property market. Including relaxing purchase restrictions, giving home purchase subsidies, reducing the down payment ratio, loan interest rates and other related measures have been introduced, the specific policies SMM summary below. "Click to view details."

[SMM survey: how to move towards the market after the price performance of manganese ore is chaotic] recently, the price of imported manganese ore has been confused. SMM conducted a survey of more than 60 domestic miners. The survey results are as follows: for the price of imported manganese ore in April, there are differences in the market, the overall bullish accounted for the majority. Forty-eight percent of the operators are bullish on April prices, and the price of manganese oxide ore on the outer disk is steadily high. With the increase in sea freight, the cost of taking goods from traders is basically high, and there is less supply of low-cost goods in the spot market. Under the premise of low manganese oxide ore inventory, miners are obviously reluctant to sell at low prices, and with the complete release of demand from terminal steel enterprises. "Click to view details.

[SMM Manganese Mine Daily Review: the quantity of Gabon ore concentrated in Hong Kong may fluctuate] according to SMM, the outer manganese oxide ore remains high, the semi-carbonic acid ore decreases slightly, and the overall market manganese oxide ore is slightly scarce, but the profits of alloy mills are reduced obviously, and the willingness to accept high-priced ore is not high, so in the game stalemate, the market price of manganese oxide ore is temporarily stable. In addition, Gabon recently concentrated 200000 tons in Hong Kong, and nearly 100000 tons of Gabonese mines arrived later this month, with a significant increase in manganese oxide ore. However, at present, downstream production is also high, there is little room for future demand increase, in the case of increased supply and constant demand, the price of manganese oxide ore may reappear the inflection point. "Click to view details.

[SMM Si-mn Daily Review: spot prices of Si-mn are temporarily stable] on April 12, 6517 (cash) of Si-mn in the northern market was 8500-8600 yuan / ton, and 6517 (cash) of Si-mn in the southern market was 8600-8700 yuan / ton. Today's disk performance is not good, Si-mn spot market quotation is temporarily stable. According to SMM, there is more spot in the market at present, and the operating rate in various places remains normal. "Click to view details.

[SMM Daily Review: monthly trading atmosphere in Manganese City is calm] the average spot price of the main producing area of electrolytic manganese in China is stable at 16000 yuan / ton compared with yesterday's overall average price, while FOB is weaker and stable at 2500-2600 US dollars / ton than last Friday. At present, the overall trading atmosphere in the upstream and downstream of the domestic manganese market is calm, although mainstream steel companies continue to inquire in April in the first half of the week, and the demand is released, but there is no manganese price support upstream. "Click to view details

[SMM data: the production of polysilicon increased slowly in March] the national output of polysilicon in March was 54500 tons, an increase of 7.9% from the previous month and 51.2% from the same period last year. The number of production days in March increased by 3 days compared with February, and the new production capacity in Sichuan contributed to the month-on-month increase. "Click to view details

[SMM data: industrial silicon production increased in March.] according to SMM statistics, China's industrial silicon production in March was 262000 tons, an increase of 9.1% over the previous month and a year-on-year increase of 29.5%. From January to March, China's industrial silicon production totaled 749700 tons, an increase of 18.55 percent over the same period last year. The overhaul capacity in Xinjiang and Fujian increased and the output decreased slightly, while the number of furnaces started in Sichuan and Nujiang silicon plants in southwest China increased. "Click to view details

[SMM Tungsten City Daily Review: the epidemic situation continues to restrain consumption. Domestic tungsten market trading is weak] on April 12, the domestic tungsten city maintained stable operation, and the overall trading situation was insipid. Domestic market: although the epidemic situation has been alleviated, the land transportation has not returned to the normal level, and the raw and auxiliary materials of some downstream production enterprises can not be stored in time, resulting in a decline in the operating rate. "Click to view details

[SMM Molybdenum Daily Review: market heat does not reduce molybdenum concentrate prices continue to rise] on April 12, domestic molybdenum prices continued to rise, especially molybdenum concentrates in many mines in the previous auction prices continue to rise, the market heat is gradually rising, superimposed by the current continuous shortage of molybdenum concentrate supply, participants are generally bullish on its price, and the price goes up sharply again. At noon on the 12th, a large mine in Henan Province once again launched an online bidding for molybdenum concentrate. 47% Mo 50% molybdenum concentrate totaling 570 tons. "Click to view details."

[SMM Daily Review: the epidemic affects the rare earth supply chain rare earth market continues the downward trend] at present, the epidemic control measures in some parts of the Yangtze River Delta are strict, and logistics and transportation is blocked. Affected by the news of shutdown and production reduction of some new energy vehicle manufacturers and magnetic production enterprises, the mainstream market of rare earths was deserted on April 12. "Click to view details

[the latest voice of the State Council! It is strictly forbidden to close highways without authorization. On April 11, the State Council issued the Circular on the Joint Prevention and Control Mechanism in response to novel coronavirus's pneumonia epidemic, which requires that highways, ordinary highways and waterway locks be strictly prohibited. Expressway service areas, port terminals, railway stations and airports shall not be closed without authorization, or shifts of crew members of ships on international voyages shall be stopped without authorization. The passage of freight vehicles and drivers and crew shall not be restricted at will, the place of domicile and domicile shall not be used as the condition of restriction, and the passage and parking of vehicles and vessels shall not be restricted simply on the grounds of the green belt number of the communication travel card of truck drivers and crew. "Click to view details

For standard copper foil ports, the demand for traditional copper clad laminates in the terminal market picked up in March, and the demand for PCB in terminal cars, home appliances and other industries increased. Although the overall order volume was still lower than that of last year, the processing fees in the standard foil market basically stopped falling and stabilized.

[SMM price] the spot contract for electrolytic copper in Henan province rose 70-120 yuan / ton on April 12, with an average price of 75 yuan / ton, down 5 yuan / ton from yesterday. Affected by the recent epidemic, orders in the lower reaches of copper continue to decline. Today, spot transactions in Henan are still dominated by long orders, with few zero orders.

[research and development of cast Al-Si alloy and its heat treatment process] cast Al-Si alloy has been widely used, and hypoeutectic Al-Si alloy is represented by A356 aluminum alloy. it has the advantages of excellent casting performance, good flowability, low shrinkage, low hot cracking tendency, light weight and high recovery. It is mainly used in the manufacture of automobile and motorcycle wheels. Hypereutectic Al-Si alloy is an ideal material for manufacturing cylinders and pistons because of its wear resistance, heat resistance, corrosion resistance, low coefficient of thermal expansion and good volume stability. If the alloy is directly used in casting, the performance will be very poor because of the uneven distribution of internal grains, which can not meet the standard of normal use. After element control and heat treatment, the microstructure can be changed and more excellent properties can be obtained. In this paper, the effect of alloy elements on the microstructure and properties of Al-Si alloy, the strengthening mechanism and heat treatment process of Al-Si alloy are introduced in detail. "Click to view details

London Metal Exchange (LME) data show that Len aluminum inventories continued to decline last week, after surging 119000 tons to 880975 tons on February 10, the latest inventory level was 609850 tons, falling to a more than 16-year low. Data released last week showed that Shanghai aluminum inventories increased slightly, ending three consecutive declines, and weekly inventories rose 0.53 per cent to 307420 tons in the week of April 8, a relatively low level in one and a half months. "Click to view details

[Mingtai Aluminum first quarter results pre-increase 80% to 86% recycled aluminum and aluminum ash comprehensive utilization project] Mingtai Aluminum released a pre-increase report on the first quarter of 2022 on April 12. The report shows that in the first quarter of 2022, Mingtai Aluminum expects to achieve a net profit of 580 million yuan to 600 million yuan belonging to shareholders of listed companies, an increase of 257 million yuan to 277 million yuan compared with the same period last year. Mingtai Aluminium's recycled aluminum and aluminum ash comprehensive utilization project process continues to improve to achieve green, low-carbon and high-quality development, while thickening profit margins, to further enhance the competitiveness of products to lay a solid foundation. "Click to view details

[Xin Platinum Co., Ltd. first-quarter results pre-increase 60% color 80% 2022 new energy photovoltaic aluminum frame sales will rise to about 75%] Xin Platinum shares recently issued a pre-increase announcement of first-quarter results in 2022, and disclosed investment research-related question and answer information. According to data released by Xinplatinum, in the first quarter of 2022, Xinplatinum is expected to achieve a net profit of 43.1568 million yuan to 48.5514 million yuan belonging to shareholders of listed companies, an increase of 60% and 80% over the first quarter of last year. Xin Platinum shares said that the first quarter production and sales are basically in line with expectations, downstream orders are more sufficient. And with the development of the new energy photovoltaic industry, the sales of new energy photovoltaic aluminum frames will continue to rise to about 75% in 2022. "Click to view details

[SMM lead market research] in the past two weeks, due to epidemic control and other factors, the transportation of lead smelting raw materials and finished products in Henan has not fully recovered, the bulk order transaction is relatively light compared with other areas, the quotation is not much, the overall discount is less than 75 yuan / ton, and some smelters have reduced production slightly to avoid inventory pressure.

[SMM lead market research] in March, the average level of raw material inventory in domestic lead smelters was still less than one month, which decreased for several consecutive months, and there was a big difference between the north and the south. The situation of mine resumption after the festival in March 2022 is uneven. Due to the weather and the influence of the two sessions, most of the mines in the north started construction in mid-late March, and the supply of concentrate products in the market increased slightly in early April, while the tight supply of concentrate in the southern market did not improve obviously.

[Noranda Income Fund announces reduction of planned production of electrolytic zinc in 2022] [Noranda Income Fund announces reduction of planned production of electrolytic zinc in 2022] Noranda Income Fund said that the increase in employee absenteeism caused by a superimposed epidemic of labor market shortages, while cold air affected plant equipment maintenance and caused record power cuts, thus increasing the operating pressure of the electrolysis plant. It is reported that zinc metal production is expected to be 57588 tons in the first quarter of 2022, compared with 66345 tons in the first quarter of 2021. Zinc metal sales are expected to be 56826 tons, compared with 66277 tons in the first quarter of 2021. As a result, the company decided to revise its annual zinc production and sales target from 27-280000 tons previously disclosed to 25.5-266000 tons. "Click to view details

According to SMM research, the overall recycling volume of waste lithium electricity recycling market decreased in March. In the case of weaker downstream demand, the products of recycling manufacturers are mainly cobalt sulfate price downward and lithium carbonate high risk. Recycling manufacturers said that before purchasing raw materials, they should estimate the product price sales and calculate the cost in advance; if the cost is too high and the product price cannot be connected downstream, consider slowing down the procurement pace and selling cobalt salts at reduced prices to maintain cash flow; because the price of lithium carbonate is not yet stable and demand weakens or there may be signs of accumulation.

How are the first quarter results of Salt Lake Lithium extraction concept stocks? Salt Lake shares pre-increase 300% Zangge Mining net profit of more than 700 million! On April 11, Salt Lake Lithium concept shares and Zangge Mining both issued their own forecasts for the first quarter of 2022, all of which showed eye-catching results with a pre-increase of more than 200%. In late March, Tibet Mining, one of Salt Lake Lithium extraction concept stocks, also released its first quarter 2022 earnings forecast. According to the report, it is estimated that the net profit attributed to shareholders of listed companies is 100 million yuan to 150 million yuan, an increase of 398.08% RMB647.12% over the same period last year. "Click to view details.

[hot concerns: what is the impact of Ningde epidemic control upgrading on Ningde era and ATL? Recently, with the recurrence of the current domestic epidemic, a number of domestic new energy leading enterprises have fallen into rumors of production reduction and suspension, and affected by the epidemic, many counties and districts in Ningde City have also issued emergency notices to announce the implementation of traffic control on external passageways from April 10, including the Ningde era Jiaocheng District, where the Ningde era headquarters is located, in addition to point-to-point contactless loading and unloading, closed-loop management of trucks and emergency vehicles. All other vehicles are prohibited from passing. At the same time, Ningde also has a well-known digital 3C industry leader-lithium-ion battery manufacturer ATL. Both of them, whether in the Ningde era or ATL, are very famous in the world, and the market is highly concerned about the news that the traffic control brought by the epidemic in Ningde may affect the two giants in the industry. "Click to view details.

A few days ago, some counties and districts under the jurisdiction of Ningde City also reported positive cases. The local government issued a notice announcing the implementation of traffic control on external channels from April 10, including the power battery leader and the digital 3C battery leader in Ningde era and Jiaocheng District, where ATL is located. Yesterday, a screenshot on the Internet showed that a company had issued a supplement to the supplier about the previous emergency notice, and said that according to the latest management policy, after the application and approval, the company could enter Ningde City for vehicles shipped by suppliers to Ningde. The staff of Ningde Times also refuted the rumors of suspension of production on the Internet recently, saying that the company is taking gridding management measures to ensure that Ningde base carries out orderly production work. According to SMM, this round of epidemic has obvious characteristics such as long duration and wide range of influence, which has been affected in Jiangsu, Zhejiang, Shanghai, Hunan, Guangdong and other places. Under the closure and control of the epidemic, production suspension and reduction incidents occurred frequently in enterprises related to the lithium industry chain, such as Huayou, Lulai, Tesla, and some enterprises' supply chains were interrupted, and the impact of this incident on the new energy industry may gradually become apparent in the following months.

[Ford bet on direct lithium extraction technology to reach preliminary supply agreement with Australian miners] on Monday, Ford announced that it had signed a preliminary agreement with Australian lithium mining company Lake Resources NL, which will supply Ford with 25000 tons of lithium a year through its lithium mine project Kachi in Argentina. It is reported that the preliminary agreement reached between Ford and Lake is not legally binding, and the two sides are still in final negotiations on specific delivery schedules and other matters. "Click to view details

[Citic Special Steel: room for import substitution of high-end special steel is still broad] CITIC Special Steel said in an institutional survey that under the guidance of China's policy of speeding up the construction of a manufacturing power, the manufacturing industry will remain prosperous. It is predicted that the demand growth of automotive, bearing, energy and other industries has high certainty, the market business environment of special steel industry will continue to be optimized, and the supply structure of special steel materials will be qualitatively improved. In the global post-epidemic era, China's stable environment and complete industrial chain will attract more international high-end manufacturing to China. The high-quality development of the special steel industry is the inevitable trend of China's unswerving construction of a manufacturing power and industrial transformation and upgrading. Domestic high-end special steel import substitution trend is obvious, high-end special steel import substitution space is still broad.

[India will significantly increase annual production of its own coal mines by 65 per cent year on year] the Ministry of Coal said in a statement that coal production at its own mines is expected to rise sharply to more than 140 million tons in the 2022-2023 fiscal year, up 65 per cent from 85 million tons in the previous fiscal year. According to the Ministry of Coal, this will greatly reduce India's imports of thermal coal and save a lot of foreign exchange. The number of coal blocks approved for mining in the current fiscal year will increase to 60, with a peak production capacity of 230 million tons, the statement said.

[SMM News] the import of Mongolian coal, Ganqimodu port customs clearance is stable at more than 200 vehicles, last Sunday all passed 211 vehicles, in the past two days the activity of Mongolian coal transactions has increased, traders have a good mentality, some trade hesitates to be sold, and Mongolia 5 raw coal is currently quoted at 2480-2500 yuan / ton.

[SMM News] according to the latest data released by the General Administration of Customs of Mongolia, from January to March 2022, Mongolia's coal exports totaled 2.5232 million tons, a year-on-year decrease of 4.1487 million tons, or 62.18 percent.

Since the beginning of this year, the pace of merger and reorganization of iron and steel enterprises has obviously accelerated, among which Fangda Iron and Steel Group has participated in the mixed reform of Anyang Iron and Steel Group. As the most important iron and steel enterprise in the Central Plains, Anyang Iron and Steel Group has a production capacity of more than 10 million tons and has a number of high-end product lines, which has previously attracted a number of private steel companies to compete. At present, the stake of Anyang Iron and Steel Group has entered the auction stage. Only Fangda Iron and Steel Group signed up. Industry insiders said that Fangda Iron and Steel Group's acquisition of Angang Group is another layout after the acquisition of Dazhou Iron and Steel, which is conducive to improving the group's product structure and regional market layout. The production capacity of the rear large iron and steel group may exceed 30 million tons after the completion of the M & A. to become the seventh largest iron and steel group in China. "Click to view details

[Vale sustainable sand: prolonging road life and reducing road laying costs] A study conducted in collaboration between Vale and the Itabila Campus of the Federal University of Ita Juba in Minas Gerais, Brazil, over the past five years shows that Vale's sustainable sand products (obtained from the iron ore production process in Minas Gerais) can be used for road laying. Laboratory tests show that compared with roads paved with only traditional materials such as gravel, soil and sand, adding sand products extracted from iron ore tailings to each paving layer can prolong road life by 50 per cent and reduce road laying costs by 20 per cent. "Click to view details

[SMM News] on April 12, the trading price of imported ore rose 20-30 yuan / ton compared with yesterday. Qingdao Port PB powder 990-1010 yuan, super powder 710-715 yuan, card powder 1185-1195 yuan; Caofeidian super special powder 735 yuan; (unit: yuan / wet ton)

According to the SMM12 daily survey, during the weekend epidemic in Foshan, some of the contact manufacturers in the downstream industry of Baiyin are located in Foshan, where most of the contact production enterprises are still in normal production and operation, with strict hierarchical control, slow logistics, weak downstream demand affected by the epidemic, and a reduction of orders compared with the same period last year, and some manufacturers reduced by about 20%.

[8-inch wafer production capacity is expected to increase by 20% in 2024] the International Semiconductor Industry Association (SEMI) today released a global 8-inch fab outlook report, pointing out that from the beginning of 2020 to the end of 2024, the monthly production capacity of global semiconductor manufacturers will reach a new high of 6.9 million wafers, an increase of 21%. SEMI said that equipment spending on 8-inch fab plants climbed to $5.3 billion last year, and as the global semiconductor industry continues to work together to overcome chip shortages, local wafer factories maintain high operating rates and are expected to reach $4.9 billion in 2022.

[Kuncai Technology: 200000 tons of titanium chloride and iron oxide project produced by extraction technology] Kuncai Science and Technology announcement, the wholly-owned subsidiary Zhengtaixin material annual production of 200000 tons of titanium chloride and iron oxide project, after more than two years of construction, now has a relatively complete process conditions and related supporting facilities, after many debugging indicators have met the requirements of production And has been put into formal production recently. "Click to view details

Terminal information

[TSMC will start production of 3nm chips in August] TSMC has recently made a breakthrough in the research and development of 3nm chips, and the company has decided to start production with the second edition of 3nm process in August. According to reports, TSMC decided to promote mass production of 3nm chips in Tainan and Hsinchu as scheduled in 2022. At present, TSMC initially plans to have a production capacity of 10, 000 to 20, 000 pieces per month at the Hsinchu plant and 15000 pieces at the Tainan plant.

[affected by blockade! A few days ago, some voyages from Maersk, ONE, and Israel began to cancel docking to Shanghai Port, providing multimodal transport services such as "land to water" or railways, and other shipping companies are expected to follow suit. In addition, due to truck transport efficiency and entry problems, some of the yards in Shanghai Port are under pressure, and shipping companies such as Maersk, Herberot, Mediterranean, Dafei, ONE and other shipping companies have announced that dangerous goods and refrigerated containers will be transferred to other ports for unloading. "Click to view details

[passenger car Association: sales of the national passenger car market fell 4.5% in the first quarter compared with the same period last year] according to the latest retail sales data of the passenger car Association, the sales volume of the domestic narrow passenger car market reached 1.579 million in March, down 10.5% from the same period last year. Month-on-month growth of 25.6% X cumulative sales of 4.915 million vehicles from January to March, down 4.5% from the same period last year. In March, TOP15 companies sold a total of 1.341 million vehicles wholesale, with a market concentration of 73.9%, down 0.7% from the previous month. In March, TOP15 car companies totaled retail sales of 1.165 million vehicles, with a market concentration of 73.8%, down 1.4% from the previous month.

[Wei Brand of Great Wall announced a maximum price increase of 12000 yuan] on April 12, Wei Brand of Great Wall Automobile issued a description of product price adjustment. Among them, it is pointed out that due to the influence of comprehensive factors such as the sharp rise in the prices of raw materials, chips and core components, Wei Brand will adjust the official guidance prices of some coffee models on sale by 5000 yuan to 12000 yuan. The price adjustment will take effect from 00:00 on April 15, 2022. "Click to view details

[great Wall Automobile responds to the epidemic and its production capacity is limited: parts suppliers are affected by the affected factory.] on April 11, a relevant official of Great Wall Automobile said that currently, affected by the epidemic in Shanghai, Jiangsu, Jilin and other places, many parts suppliers of Great Wall Automobile were affected, resulting in limited production capacity of the factory. The person in charge also said that the factory has not stopped production at present. Great Wall Motor is working with supply chain partners to actively solve related problems and try its best to minimize the impact.

[Beijing: promoting the Construction of the Network and Service system of Electric vehicle charging facilities] the Beijing Municipal people's Government issued the Beijing Urban Management Development Plan for the 14th five-year Plan period, which proposes to promote the construction of the network and service system of electric vehicle charging facilities, and to support and encourage the electrification of parking spaces and charging facilities into the renovation project of old residential areas on the basis of the wishes of residents. Encourage charging facilities within units and residential areas to be opened to the outside world, and strive to "fully install" fixed parking charging facilities, with community public charging conditions. Optimize the intelligent service platform of the city's public charging facilities, status inquiry, charging booking, fee settlement and other convenient services. "Click to view details