Aluminum semis exports (including unwrought aluminum) fell in June, and are expected to remain weak in July [SMM analysis]

According to data from the General Administration of Customs, China's exports of unwrought aluminum and aluminum semis reached 489,000 mt in June 2025, down 19.84% YoY and 10.60% MoM. From January to June, cumulative exports totaled 2.919 million mt, down 8.00% YoY. In June, exports of aluminum plate/sheet, strip and foil declined MoM as overseas clients had largely completed stockpiling for Q3, and the rush to export had significantly cooled. By product, can stock and automotive sheet could still maintain a certain share of exports, but with stockpiling completed, exports were inevitably set to decline in July and August. For double-zero packaging foil, overseas demand weakened further, and domestic enterprises continued to lower export premiums to compete for export share. It is expected that competition for processing fees will intensify in July and August as exports decline further. According to the SMM survey, there was no significant increase in aluminum extrusion exports, and the industry still faced downward pressure. SMM learned that enterprises in the eastern region reported securing a small number of industrial extrusion orders from countries such as South Korea and India. An enterprise in the eastern region reported that exported construction extrusions mainly included products such as curtain walls and doors and windows, maintaining a certain export scale. Faced with direct export barriers, some 3C extrusion enterprises shifted to a "semi-finished product exports + overseas deep processing" model. SMM will continue to monitor the actual implementation of export orders, as well as the timing and implementation intensity of tariff policy adjustments in exporting countries.

(The above information is based on market collection and comprehensive assessment by the SMM research team. The information provided in this article is for reference only. This article does not constitute direct advice for investment research decisions. Clients should make cautious decisions and not rely on this information to replace their own independent judgment. Any decisions made by clients are unrelated to SMM.)

Data source: SMMClick on the SMM industry database to learn more

(Zhang Qianzhen 021-5166 6700)