SMM Aluminum Express: High Costs Limit Profits; Aluminum Fluoride Prices to Rise Next Month

Published: Dec 31, 2025 18:27
[SMM Aluminum Express] Cost side, although recent signs of marginal weakening eased some production pressure, overall costs remained high, limiting enterprise profit margins. The rise in sulfuric acid prices this month provided strong cost support, offering a clear driver for aluminum fluoride price increases next month. This week, the tender pricing for January from downstream aluminum benchmark enterprises was not yet fully finalized. According to SMM, a Shandong-based aluminum enterprise raised its tender price by 550 yuan/mt. Subsequent attention should focus on the dynamic changes in raw material costs and adjustments in downstream procurement pace.

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[SMM Aluminum Express] Cost side, although recent signs of marginal we - Shanghai Metals Market (SMM)