ADC12 Market Stays Stable Amid Cost Support and Weak Demand, Prices Expected to Move Sideways

July 17 news, in the first half of this year, the revenue of Gansu Dongxing Aluminum Co., Ltd. increased by 21%, the total industrial output value increased by 17.4%, and the profit scale increased significantly. Among them, Jiayu New Material Company has vigorously promoted the acceleration of production line and solved the problem, and the output of aluminum coil increased by 6.4% year on year. Jiaxin New Material Company has greatly improved production efficiency through process optimization, and the production of high-end rods has increased by 5.3%. The three main products are advancing together, achieving "double improvement" in output and efficiency, and submitting a production report with enough col

July 17th, Alcoa's sales in the second quarter were $3.97 billion, a year-on-year increase of 31%, compared with analysts' expectations of $4.02 billion. Adjusted earnings before interest, taxes, depreciation and amortization were $901 million, compared with $313 million in the same period last year. The company maintained its full-year aluminum production forecast at 2.4 million to 2.6 million tons and its full-year aluminum shipment forecast at 2.6 million to 2.8 million tons.

[SMM Aluminum Express News] Alcoa lowered its 2026 alumina production guidance by 200,000–300,000 tonnes to 9.5–9.6 million tonnes after Cyclone Narelle and organic contamination in bauxite disrupted operations at its Pinjarra refinery in Western Australia. Alumina shipment guidance was also reduced by 300,000–400,000 tonnes, although the refinery has since returned to stable operations. The weaker outlook weighed on investor sentiment, with Alcoa shares falling after second-quarter earnings missed market expectations despite year-on-year profit growth. The company said alumina demand remains strong in China but weaker in the Middle East amid disruptions linked to the Strait of Hormuz.