The annual meeting of the SMM metal industry in 2021 is officially launched | under the dual-carbon goal, the interpretation of metal fundamentals and price research policies in 2022 is a brainstorming attack!
Today's focus
There is a general drop in the metal market, the double coke seal is closed to the limit board [SMM afternoon review]
Copper prices quickly climb up under the export window of domestic smelters under the LME copper low inventory squeeze market [SMM analysis]
The addition of this announcement to the third-quarter results of hot stocks has spurred Kodali to hit an all-time high in the morning trading limit.
Aluminum prices soared, but Rusal sales fell 11.8% in the third quarter because it could not be shipped out.
Is there a peak signal for "lack of core"? Us chip delivery cycle growth slows to the slowest in nine months
The National Development and Reform Commission issued 15 articles in a row in 8 days. The "three Brothers of Coal" fell again by the limit, and the metal futures fell collectively.
"the energy crisis continues! Us power plant coal stocks fall to their lowest level in 24 years
Li Ganfeng lithium industry's net profit skyrocketed by 506.99% in the third quarter, thanks to an average daily increase of nearly 3000 yuan / ton.
The third auction price of lithium concentrate in Pilbara hit an all-time high! The cost of lithium carbonate rose to 172500 yuan / ton
SMM Daily Review
At the end of May, the transaction atmosphere in Manganese City increased calmly and the wait-and-see mood increased significantly [SMM Daily Review]
Chemical grade silicon monthly order to be signed [SMM Daily Review]
Li Si-mn [Japanese Review]
Mr. SMM spot KuaiBao
Shanghai copper futures fell nearly 500yuan / ton downstream bargain replenishment to improve spot rising water to stop the decline and stabilize [SMM Shanghai copper spot]
Consumption is not picking up, the holder continues to ship goods at reduced prices [SMM South China Copper spot]
On October 27th, the spot market of copper in Guangdong increased the price of each period of time (the third period) [SMM price]
Copper prices fell, superimposed supply slightly reduced spot water rose slightly higher [SMM North China Copper spot]
On October 27th, there is a discount on the rise of copper in Shanghai market (the third period) [SMM price]
Shanghai copper futures fell nearly 500yuan / ton downstream bargain replenishment to improve spot rising water to stop the decline and stabilize [SMM Shanghai copper spot]
The fluctuation of aluminum price per ton per day is nearly 900 yuan, and the long-short game intensifies.
The mood of receiving goods continues to pick up and the price gap between Guangdong and Shanghai tries to become a regular [SMM South China Aluminum spot]
SMM October 27 Battery Market Express [SMM afternoon Review]
Lead Market situation of "SMM Shanghai" KuaiBao: lead shock Down Recycling low Price Shipping interferes with Primary Trading [SMM afternoon Review]
Lead market situation in "other regions" KuaiBao: lead prices fall during the day smelters are generally enthusiastic about shipping [SMM lead afternoon review]
Recycled lead: non-ferrous pullback drives lead prices down to light spot trading [SMM afternoon review]
Ningbo Zinc: the downstream consumption is difficult to improve and the transaction is cool [SMM afternoon Review]
Guangdong Zinc: market demand is difficult to show incremental spot discount expands [SMM afternoon Review]
Shanghai Zinc: there is no big change in the rising water price to the average price slightly upward [SMM afternoon review]
Tianjin Zinc: the volume of goods is too small to support the rising water upstream, the overall market transaction is general [SMM afternoon review]
"the horizontal trend of funds is expected to be mediocre in the spot market [SMM afternoon Review]
High Nickel Price consolidation Market Light Trading [SMM Nickel spot afternoon Review]
In the morning SS contract, probe into the stable transaction deviation of 19700 yuan / ton first-line spot price [SMM stainless steel spot information]
The overall demand is weak and the domestic molybdenum market is narrowly down [SMM molybdenum spot KuaiBao]
Industrial trends
Yunnan Copper's operating income in the third quarter increased by 32.09% compared with the same period last year.
Colombian regulators shelve AngloGold's application for permission for the Quebradona copper and gold project
Nanshan Aluminum Co., Ltd. plans to increase its net profit by 78.17% in the first three quarters compared with the same period last year. It is planned to increase by 8-1.6 billion yuan.
[institutional Review] Iron Ore concussion goes higher and continues the pattern of wide concussion.
[institutional Review] the short-term fluctuation of the pilot real estate tax reform can not hide the long-term stability.
Rio Tinto is committed to strengthening performance and speeding up emission reduction and decarbonization.
The share price of Skyworth Group rose by more than 6%. Net profit increased by 40% in the first three quarters. Photovoltaic revenue increased by 27275%.
The demand for chips is strong! The net profit of AMD in the third quarter increased 137% compared with the same period last year.
Notice on the results of the 74th special bidding for rare earths in the north
Can the wave of photovoltaic installation arrive as scheduled? Silicon prices end a sharp jump in the industrial chain game may show initial results
"State Council: vigorously promote new energy vehicles | the third Pilbara lithium concentrate auction price hit an all-time high! [10.27 Lithium Express]
![[Сводка утреннего совещания SMM по кобальту и литию] Литиевые химикаты консолидируются и расходятся, борьба спроса и предложения в производственной цепочке обостряется](https://imgqn.smm.cn/usercenter/tKgKv20251217171725.png)
![[SMM Обзор утреннего совещания по кобальту] Спрос в пиковый сезон не оправдывает ожиданий, конкуренция в производственной цепочке продолжает усиливаться](https://imgqn.smm.cn/usercenter/eGQFu20251217171723.jpeg)
