Aluminium billet inventories rose 100,700 mt on week

Jusheng Light Alloy specializes in the production of high-performance aluminum alloy plates, strips, and foils, along with the processing of related products, and has achieved an output value of 470 million yuan. Since establishing a cooperative relationship with North China Aluminum, it has successfully brought in a professional management team of over 20 people. This team is helping the company expand its product portfolio into emerging fields such as NEV aluminum foil, with a target of exceeding 1 billion yuan in output value within the year.

As of May this year, Southwest Aluminum's product production was up 10.1% YoY, setting a new record for the same period, and the production-sales ratio remained at 100%. Specifically, the Rolling Plant improved its rolling production process, with production up 3.4% YoY; the Plate & Strip Company, focusing on full detailed order production scheduling, saw production up 8.4% YoY, while its hot continuous rolling line production was up 5.1% YoY, hitting a new high. In addition, the production of automotive sheets and ship plates surged 72% and 174.1% YoY, respectively.

Dados de monitoramento da ChinaIOL mostram que, em maio de 2026, a produção de aparelhos de ar condicionado doméstico da China foi de 18,74 milhões de unidades, queda de 10,0% em relação ao ano anterior; as vendas foram de 19,58 milhões de unidades, queda de 11,1%; das quais as exportações somaram 7,58 milhões de unidades, queda de 4,2%; e as vendas domésticas alcançaram 12,00 milhões de unidades, queda de 15,0%. A produção e as vendas seguiram em declínio. Influenciado pelo clima do mercado de consumo final doméstico, o recuo anual das vendas internas se acentuou significativamente. Sob pressão dos estoques, a produção foi reduzida proativamente para iniciar a desestocagem.