Aluminum market report September 2013
2013-10-16 14:21:29 【Print】
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Contents
Abstract 1
1. Financial overview 1
1.1 Chinese domestic financial overview 1
1.1.1 CPI rising 2.6% y-o-y and PPI declining 1.6% y-o-y in August 1
1.1.2 PMI rising for three consecutive months in September 2
1.2 International finance and economic news 3
1.2.1 Price of futures crude oil falls with fluctuations 3
1.2.2 US dollar index down, American government to close down 4
2 Company news 5
3 Chinese domestic market review 7
3.1 Aluminum ingot market 7
3.1.1 Aluminum ingot price rebounds obviously 7
3.1.2 Market more active due to low stocks 8
3.2 Alumina market 8
3.2.1 Chinese alumina price fluctuates in small ranges 8
3.3 Aluminum alloy 9
3.3.1 Secondary aluminum alloy price stays low 9
3.3.2 Small and medium-sized secondary aluminum alloy producers seeking for ways to overcome the tough condition 11
3.4 Carbon anode 11
3.4.1 Carbon anode price keeps stable at a low level 11
3.4.2 Carbon cathode market stable 12
4 International market review 12
4.1 LME aluminum price up by 2.21% in September 12
4.2 LME aluminum inventories decreased slightly 13
4.3 Secondary aluminum alloy export price get up slightly 13
4.4 Indonesia bauxite export market slows down 14
4.5 Australian alumina market slides down again 14
4.6 Aluminum fluoride export price goes up 15
5 Related industry development 16
5.1 Petroleum coke price firm 16
5.2 Aluminum fluoride market rebounds sharply 16
5.3 Aluminum hydroxide market changes little 17
5.4 Aluminum scrap price firm 18
6 Production data 18
6.1 Primary aluminum 18
6.1.1 Chinese primary aluminum production stable in September 18
6.1.2 More capacities to come on stream in the fourth quarter 19
6.2 Aluminum alloy 20
6.2.1 Operating rate of Chinese secondary aluminum alloy plants up to 59.51% in September 20
6.2.3 Chinese motors sales up by 10. 3% YOY in August 20
6.3 Alumina 21
6.3.1 Chinese alumina production up by 1.96% MOM in September 21
6.3.2 Statistics of alumina stocks in August 23
6.4 Aluminum fluoride 23
6.4.1 Chinese aluminum fluoride output up by 43.9% in September MOM 23
6.4.2 Statistics of aluminum fluoride consumption in August 24
6.5 Carbon anode 25
6.5.1 Chinese commercial carbon anode output up by 3.4% in September MOM 25
6.5.2 Statistics of carbon anode consumption in August 26
7 Import & Export data analysis 27
7.1 Bauxite 27
7.1.1 Chinese August bauxite import up by 7% MOM to 6.98 million tons 27
7.1.2 Declining bauxite prices 28
7.2 Alumina 30
7.2.1 Chinese alumina import down by 39.1% MOM in August 30
7.2.2 Chinese alumina import enterprises glance 31
7.3 Aluminum alloy 31
7.3.1 Chinese aluminum alloy export up by 17. 92% YOY in August 31
7.3.2 Chinese top ten aluminum alloy exporters in August 2013 32
7.4 Aluminum scrap 33
7.4.1 Chinese aluminum scraps import down by 3.07% YOY in August 33
7.4.2 Chinese top ten aluminum scrap importers in August 2013 34
7.5 Chinese aluminum semi-products exports up by 11.9% YOY in August 34
7.6 Aluminum fluoride 36
7.6.1 Chinese aluminum fluoride export up by 104% MOM in August 36
7.7 Chinese carbon anode export volume down by 5.69% MOM in August 37
8 Outlook for October 39
8.1 Aluminum ingot price to go down after obvious rebound 39
8.2 Alumina price may stay in low levels due to sluggish aluminum market 39
8.3 Carbon anode price remains stable with strong demand 39
8.4 Aluminum fluoride price to keep rebound 39
Picture& Table Column
Picture 1 Chinese CPI and PPI trend 2011-2013 2
Picture 2 Chinese PMI trend 2011-2013 3
Picture 3 Main contract price chart of U.S. crude oil futures 4
Picture 4 US dollar index development trend 5
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 6 Chinese origin alumina price movement Jan-Sep, 2013 (RMB/t) 9
Picture 7 Chinese ADC12 aluminum alloy price movement in Sep 10
Picture 8 Chinese A356 aluminum alloy price movement in Aug 10
Picture 9 Chinese carbon anode price movement 2013 (RMB/t) 12
Picture 10 LME aluminum cash price chart (USD/t) 13
Picture 11 LME aluminum inventories (tons) 13
Picture 12 Australian origin alumina price movement Jan-Sep, 2013 (USD/t) 15
Picture 13 Australian origin alumina CIF China price movement Jan-Sep, 2013 (USD/t) 15
Picture 14 Aluminum fluoride FOB price movement 2013(USD/t) 16
Picture 15 Aluminum fluoride price movement 2013 (RMB/t) 17
Picture 16 Aluminum hydroxide price movement Oct, 2012-Sep, 2013 (RMB/t) 18
Picture 17 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 21
Picture 18 China’s alumina production in 2013 (10,000t) 22
Picture 19 Alumina consumption by region in August, 2013 (10,000t) 23
Picture 20 Aluminum fluoride output 2013 24
Picture 21 Aluminum fluoride consumption by region in August 25
Picture 22 Chinese commercial carbon anode output 2013 26
Picture 23 Carbon anode consumption by region in Aug 27
Picture 24 Chinese alumina import Jan-Aug, 2013 (10,000t) 31
Picture 25 Chinese aluminum alloy export in 2012 and 2013 32
Picture 26 Chinese aluminum scraps import in 2012 and 2013 34
Picture 27 Chinese aluminum semi-products exports 35
Picture 28 Chinese aluminum fluoride export Jan-Aug 36
Picture 29 Aluminum fluoride FOB price 2013 37
Picture 30 Carbon anode export price in August 38
Table 1 Output of primary aluminum in Chinese major producing areas in September (Unit: 10,000t) 19
Table 2 Operating rate of Chinese main secondary aluminum alloy plants in September 20
Table 3 Chinese bauxite importers in August 29
Table 4 Top3 Chinese alumina import companies in August, 2013 31
Table 5 Chinese top ten aluminum alloy exporters in August, 2013 32
Table 6 Chinese top ten aluminum scrap importers in August, 2013 34
Table 7 The exporters in August are as follows. 36
Table 8 Main carbon anode exporters in August 38
Abstract 1
1. Financial overview 1
1.1 Chinese domestic financial overview 1
1.1.1 CPI rising 2.6% y-o-y and PPI declining 1.6% y-o-y in August 1
1.1.2 PMI rising for three consecutive months in September 2
1.2 International finance and economic news 3
1.2.1 Price of futures crude oil falls with fluctuations 3
1.2.2 US dollar index down, American government to close down 4
2 Company news 5
3 Chinese domestic market review 7
3.1 Aluminum ingot market 7
3.1.1 Aluminum ingot price rebounds obviously 7
3.1.2 Market more active due to low stocks 8
3.2 Alumina market 8
3.2.1 Chinese alumina price fluctuates in small ranges 8
3.3 Aluminum alloy 9
3.3.1 Secondary aluminum alloy price stays low 9
3.3.2 Small and medium-sized secondary aluminum alloy producers seeking for ways to overcome the tough condition 11
3.4 Carbon anode 11
3.4.1 Carbon anode price keeps stable at a low level 11
3.4.2 Carbon cathode market stable 12
4 International market review 12
4.1 LME aluminum price up by 2.21% in September 12
4.2 LME aluminum inventories decreased slightly 13
4.3 Secondary aluminum alloy export price get up slightly 13
4.4 Indonesia bauxite export market slows down 14
4.5 Australian alumina market slides down again 14
4.6 Aluminum fluoride export price goes up 15
5 Related industry development 16
5.1 Petroleum coke price firm 16
5.2 Aluminum fluoride market rebounds sharply 16
5.3 Aluminum hydroxide market changes little 17
5.4 Aluminum scrap price firm 18
6 Production data 18
6.1 Primary aluminum 18
6.1.1 Chinese primary aluminum production stable in September 18
6.1.2 More capacities to come on stream in the fourth quarter 19
6.2 Aluminum alloy 20
6.2.1 Operating rate of Chinese secondary aluminum alloy plants up to 59.51% in September 20
6.2.3 Chinese motors sales up by 10. 3% YOY in August 20
6.3 Alumina 21
6.3.1 Chinese alumina production up by 1.96% MOM in September 21
6.3.2 Statistics of alumina stocks in August 23
6.4 Aluminum fluoride 23
6.4.1 Chinese aluminum fluoride output up by 43.9% in September MOM 23
6.4.2 Statistics of aluminum fluoride consumption in August 24
6.5 Carbon anode 25
6.5.1 Chinese commercial carbon anode output up by 3.4% in September MOM 25
6.5.2 Statistics of carbon anode consumption in August 26
7 Import & Export data analysis 27
7.1 Bauxite 27
7.1.1 Chinese August bauxite import up by 7% MOM to 6.98 million tons 27
7.1.2 Declining bauxite prices 28
7.2 Alumina 30
7.2.1 Chinese alumina import down by 39.1% MOM in August 30
7.2.2 Chinese alumina import enterprises glance 31
7.3 Aluminum alloy 31
7.3.1 Chinese aluminum alloy export up by 17. 92% YOY in August 31
7.3.2 Chinese top ten aluminum alloy exporters in August 2013 32
7.4 Aluminum scrap 33
7.4.1 Chinese aluminum scraps import down by 3.07% YOY in August 33
7.4.2 Chinese top ten aluminum scrap importers in August 2013 34
7.5 Chinese aluminum semi-products exports up by 11.9% YOY in August 34
7.6 Aluminum fluoride 36
7.6.1 Chinese aluminum fluoride export up by 104% MOM in August 36
7.7 Chinese carbon anode export volume down by 5.69% MOM in August 37
8 Outlook for October 39
8.1 Aluminum ingot price to go down after obvious rebound 39
8.2 Alumina price may stay in low levels due to sluggish aluminum market 39
8.3 Carbon anode price remains stable with strong demand 39
8.4 Aluminum fluoride price to keep rebound 39
Picture& Table Column
Picture 1 Chinese CPI and PPI trend 2011-2013 2
Picture 2 Chinese PMI trend 2011-2013 3
Picture 3 Main contract price chart of U.S. crude oil futures 4
Picture 4 US dollar index development trend 5
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 6 Chinese origin alumina price movement Jan-Sep, 2013 (RMB/t) 9
Picture 7 Chinese ADC12 aluminum alloy price movement in Sep 10
Picture 8 Chinese A356 aluminum alloy price movement in Aug 10
Picture 9 Chinese carbon anode price movement 2013 (RMB/t) 12
Picture 10 LME aluminum cash price chart (USD/t) 13
Picture 11 LME aluminum inventories (tons) 13
Picture 12 Australian origin alumina price movement Jan-Sep, 2013 (USD/t) 15
Picture 13 Australian origin alumina CIF China price movement Jan-Sep, 2013 (USD/t) 15
Picture 14 Aluminum fluoride FOB price movement 2013(USD/t) 16
Picture 15 Aluminum fluoride price movement 2013 (RMB/t) 17
Picture 16 Aluminum hydroxide price movement Oct, 2012-Sep, 2013 (RMB/t) 18
Picture 17 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 21
Picture 18 China’s alumina production in 2013 (10,000t) 22
Picture 19 Alumina consumption by region in August, 2013 (10,000t) 23
Picture 20 Aluminum fluoride output 2013 24
Picture 21 Aluminum fluoride consumption by region in August 25
Picture 22 Chinese commercial carbon anode output 2013 26
Picture 23 Carbon anode consumption by region in Aug 27
Picture 24 Chinese alumina import Jan-Aug, 2013 (10,000t) 31
Picture 25 Chinese aluminum alloy export in 2012 and 2013 32
Picture 26 Chinese aluminum scraps import in 2012 and 2013 34
Picture 27 Chinese aluminum semi-products exports 35
Picture 28 Chinese aluminum fluoride export Jan-Aug 36
Picture 29 Aluminum fluoride FOB price 2013 37
Picture 30 Carbon anode export price in August 38
Table 1 Output of primary aluminum in Chinese major producing areas in September (Unit: 10,000t) 19
Table 2 Operating rate of Chinese main secondary aluminum alloy plants in September 20
Table 3 Chinese bauxite importers in August 29
Table 4 Top3 Chinese alumina import companies in August, 2013 31
Table 5 Chinese top ten aluminum alloy exporters in August, 2013 32
Table 6 Chinese top ten aluminum scrap importers in August, 2013 34
Table 7 The exporters in August are as follows. 36
Table 8 Main carbon anode exporters in August 38
