Prices of electricity, alumina and anode aluminum, electrolytic aluminum for sale Haomei

According to the analysis of several elements of the main cost, the prices of energy and raw materials such as electricity, alumina and anode aluminum have fallen to varying degrees in future, driving the cost of electrolytic aluminum to decline. According to estimates, the cost of electricity, alumina and anode in future decreased by about 113 yuan / ton, 35 yuan / ton and 32 yuan / ton respectively, and the three accounted for 36.7%, 35.1% and 20.6% of the manufacturing cost of electrolytic aluminum respectively. The cost of alumina is stable and falling. The alumina market showed a bearish sentiment under the influence of the decline in demand in some parts of the region caused by its own supply increase and electrolytic aluminum production cuts, and prices continued to decline slightly. According to the calculation of alumina spot quotation, during the procurement period of raw materials for aluminum enterprises in future, the average spot price of alumina was 2920 yuan / ton, a slight decrease of 30 yuan / ton or 1.0% month-on-month. In the short term, as the price of alumina continues to decline, the cost of alumina in electrolytic aluminum production will further decline slightly.

At the same time, production costs of anodized aluminum are expected to pick up. The pre-baked anode quotation shows that the average price of the anode in future is 7212 yuan / ton, down 71.3 yuan / ton from the previous month. Under the background of increased anode production costs and phased contraction of supply, it is expected that the price of anodes will gradually rebound in the future, and the cost of anodes in electrolytic aluminum production is expected to rise.

Overall, although the cost of alumina still has room for further decline, the increase in electricity and anode costs is filling this part of the space and will promote the cost of electrolytic aluminum to stop the decline and increase. At the same time, if the cost of near-term power outages and resumption of production is considered, the actual cost of some aluminum plants will be higher. For aluminum prices, the fact and expectation that the cost increase, supply constraints and demand is good is the main logic of micro-level transactions in the electrolytic aluminum market, but the current macro pessimistic pricing under the influence of factors such as the global economic growth prospect and the appreciation of the US dollar is stronger, and it is difficult for aluminum to get out of the independent market. Therefore, from the current point of view, aluminum prices are weak, and the profit space of aluminum enterprises is expected to narrow.