[SMM Today's News] Nonferrous majority floating green * Lithium batteries and rare earth concept stocks have risen one after another * Electrolytic aluminum inventory has dropped to 954000 tons

Original SMM

Li [hot stock] Lithium battery continues to be active Lithium hexafluorophosphate to become a "hero" Polyfluorodo and other 4 shares of God-given materials rose by more than 7%.

Rare earth concept stocks soar and resources, Ke Li pull up the limit.

Coke up 5% thread hot roll up more than 1% colored majority green oil up more than 2%

June 3 SMM Shanghai copper spot market KuaiBao: Shanghai Copper continues to pullback spot water and then narrows the monthly gap, which limits some trade activity.

June 3 SMM South China Copper spot Market KuaiBao: the market expects that the arrival of the goods will decrease and the rising water will continue to rise.

[SMM price] June 3 copper cash discount in Shanghai market (the third period)

[SMM data] the main decrease in the contribution of major consumption places outside the South China Sea is the weekly reduction of domestic electrolytic aluminum inventory by 8000 tons to 954000 tons.

The difference of rising water between regions with continuous decline of aluminum ingot inventory expands.

SMM afternoon Review: South China Aluminum: supply liquidity tightening, rising Water small expansion

The processing fee of aluminum bar is first strong and then weak, and then the shipment is weak and the transaction is not good.

Recycled lead: the price of lead continues to weaken, and the enthusiasm of refineries to ship goods decreases obviously.

[SMM afternoon Review] SMM Shanghai lead market KuaiBao: lead weak consolidation spot market transaction has not improved for the time being

[SMM lead afternoon Review] lead market situation in other regions KuaiBao: spot prices have fallen for two days in a row, and trading in the spot market has improved slightly.

[SMM afternoon Review] SMM June 3 Battery Market Newsletter

Zhang [SMM afternoon Review] Shanghai Zinc: Shengshui maintains downside transaction is still not improving

Tianjin Zinc: consumption in the lower reaches continues to be weak and transactions in the market are dismal. [SMM afternoon Review]

Guangdong Zinc: it is difficult to ship goods in the market and the spot price goes down. [SMM afternoon Review]

2021 the 4th China International Hot-dip galvanizing Technology and Market Application Development Forum invites you to gather in Tianjin!

There are no important events and data to promote the shock of precious metals today.

[SMM Electrolytic Manganese Daily Review] in June, the opening supply of metal manganese steel is limited.

Xi [SMM Daily Review] Sichuan Silicon Plant has a mediocre deal.

Conjecture caused by the auction of the second batch of bismuth ingots in Hengbang [a brief analysis of the tracking of SMM bismuth industry]

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A hot topic

The Ministry of Industry and Information Technology held a special meeting on upstream and downstream docking to deal with the risk of price fluctuations.

National Development and Reform Commission: to build 50 demonstration bases for comprehensive utilization of bulk solid waste by 2025

On June 3, China Foreign Exchange Trading Center is authorized to announce the midpoint of RMB exchange rate.

Liu he has a video call with US Treasury Secretary Yellen! The Federal Reserve's beige book says price pressure in the United States continues to increase. International oil prices hit a record high

The result of bidding for watt-hour meters in Guoguo Power Grid shows that the manufacturer doubles the scale of winning the bid and conceals profits.

The European Union is considering imposing a carbon tax on imports of cement, steel and electricity.

South Korea expands R & D tax breaks to support semiconductor industry

Production at Chile's Codelco and Escondida copper mines fell in April

Chile's environmental problems plagued BHP Billiton will cost as much as $93 million

Before April, the installed capacity of global power batteries doubled in the era of Ningde and occupied the market share of 1x3 in the era of Ningde.

"A new round of small peak has been reached for the inventory of production expansion projects of domestic power battery TOP10 enterprises in the previous five months.

The demand for copper foil continues to soar due to the popularity of lithium batteries. Industry insiders: copper foil enterprises' orders are in short supply and prices will remain high.

Institutional point of view

[institutional Review] supply disturbance, superimposed demand, dilute zinc price continues to fluctuate at a high level.