On January 15, Antaike reported that 55% of China's alumina production capacity is currently operating at a loss, with high-cost facilities incurring losses exceeding CNY200

Recently, domestic aluminum prices have continued to strengthen, and the cumulative increase in inventory has significantly expanded. According to Mysteel data, as of December 29,

Aluminum prices rose by 3.37% in December Aluminum prices rose in December. According to SunSirs' commodity market analysis system, as of December 31, 2025, the average

On December 26, 2025, the Industrial Development Department of the National Development and Reform Commission published an article titled “Vigorously Promoting the Optimization and Upgrading

In the fourth quarter of this year, base metals have seen successive price increases, drawing significant attention. However, alumina not only failed to follow suit

In 2025, driven by macroeconomic factors and sector-wide resonance, aluminum prices first entered a period of relatively strong range-bound fluctuations. By the end of March,

Recently, the price of the main alumina futures contract has fallen below 2500 RMB/ton, dropping below the cash cost for some companies. According to relevant data,

Market data indicates that cash costs in the alumina industry span an exceptionally wide range from 2,350 RMB/ton to 2,950 RMB/ton. Large integrated enterprises with

In 2018, the United States launched a “232 investigation” into steel and aluminum, and imposed a 10% tariff on imported aluminum. Subsequently, the United States

According to Sina Finance, recent declines in alumina prices have pushed some enterprises into minor losses. Coupled with production slowdowns during the heating season, alumina

According to China Nonferrous Metals News, alumina futures prices have continued to weaken since mid-August. While signs of stabilization emerged in late October, the trend

The main contract of Shanghai aluminum futures, AL2511, surged to a new high of 21,205 RMB/ton during the trading session on October 10th, marking the

Alumina exports reached 250,000 metric tons in September, up 82.2% year-on-year. Cumulative alumina exports for the year totaled 2 million metric tons, a 61.8% increase

With the implementation of the EU Carbon Border Adjustment Mechanism (CBAM) and the deepening of the domestic carbon market, the electrolytic aluminum industry is facing

During the first half of 2025, domestic alumina prices shifted downward amid factors including gradually easing raw material supply and multiple shifts in the supply-demand

In the first half of 2025, domestic bauxite supply remained stable while overseas bauxite supply saw significant year-on-year growth. Coupled with a correction in high

Latest Intelligence on Bulk Raw Materials Macro 1. [Electricity Consumption] According to data from the National Energy Administration, in May, the total electricity consumption of the whole

Latest Intelligence on Bulk Raw Materials Macro 1. [Construction Machinery] China Construction Machinery Industry Association: In May, the monthly operation rate of major construction machinery products in

Price trend According to the commodity market analysis system of SunSirs, as of May 17th, the average price of aluminum oxide in the market was