Aluminum market report March 2013
2013-04-17 16:41:03 【Print】
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Contents
Abstract 1
1 Financial overview 1
1.1 Domestic financial overview 1
1.1.1 CPI up by 3.2% in February y-o-y, a new record in the past 10 months 1
1.1.2 Higher PMI in China 2
1.2 Global financial overview 3
1.2.1 International oil futures rebounding surprisingly in March 3
1.2.2 European debt crisis and QE of Japanese Yen pushing up US dollar in March 4
2 Company news 4
2.1 International company news 4
2.2 Chinese domestic company news 5
3 Chinese domestic market review 8
3.1 Aluminum ingot market 8
3.1.1 Increasing stocks restricts aluminum ingot price to go up 8
3.1.2 Demand for aluminum recovers slowly and stocks still high 8
3.2 Alumina market 9
3.2.1 Chinese alumina price decreases due to sluggish aluminum market 9
3.3 Aluminum alloy 10
3.3.1 Offers in secondary aluminum alloy market remain poor 10
3.3.2 Purchasing in secondary aluminum alloy keeps slack 10
3.4 Carbon anode 11
3.4.1 Carbon anode market keeps slack 11
3.4.2 Carbon cathode market slack 11
4 International market review 12
4.1 LME aluminum price goes down in fluctation 12
4.2 LME aluminum inventories increases continuously 12
4.3 Chinese aluminum alloy export price down a bit 13
4.4 Indonesia bauxite price stabilizes India bauxite deals weakening 13
4.5 Australian alumina CIF price decreases obviously 14
4.6 Aluminum fluoride export price to retreat 15
5 Related industry development 16
5.1 Petroleum coke and coal tar pitch prices increases a bit 16
5.2 Aluminum fluoride price keeps stable 16
5.3 Aluminum hydroxide market keeps relatively stable 17
5.4 Purchasing in aluminum scraps comes into stalemate 18
6 Production data 18
6.1 Primary aluminum 18
6.1.1 Chinese primary aluminum production increases in March 18
6.1.2 Increase of production slows down for a while 19
6.2 Aluminum alloy 19
6.2.1 Chinese aluminum alloy production up by 25.4% YOY in the first two months of 2013 19
6.2.2 Operating rate of Chinese secondary aluminum alloy plants up to 55.6% in Mar 20
6.2.3 Chinese motors sales up by 14.72% YOY in the first two months of 2013 21
6.3 Alumina 22
6.3.1 Chinese alumina production up by 1.49% MOM in March 22
6.3.2 Statistics of alumina stocks in February 24
6.4 Aluminum fluoride 24
6.4.1 Chinese aluminum fluoride output up by 22.8% in March MOM 24
6.4.2 Statistics of aluminum fluoride stocks in February 25
6.5 Carbon anode 26
6.5.1 Chinese carbon anode output down by 0.34% in March MOM 26
6.5.2 Statistics of carbon anode stocks in February 27
7 Import & Export data analysis 28
7.1 Bauxite 28
7.1.1 Chinese February bauxite import down by 16.4% MOM 28
7.2 Alumina 30
7.2.1 Chinese alumina import down by 28.57% MOM in February 30
7.2.2 Top8 alumina importers in February 31
7.3 Aluminum alloy 31
7.3.1 Chinese aluminum alloy export down by 58% in Feb YOY 31
7.3.2 Chinese top ten aluminum alloy exporters in Feb 2013 32
7.4 Aluminum scrap 33
7.4.1 Chinese aluminum scraps import down by 26.7% YOY in Feb 33
7.4.2 Chinese top ten aluminum scrap importers in Feb 2013 34
7.5 Chinese aluminum semi-products exports down by 6.8% YOY in February 34
7.6 Aluminum Fluoride 36
7.6.1 Chinese February aluminum fluoride export up by 49.4% MOM 36
7.7 Chinese carbon anode export volume down by 26.5% MOM in February 37
8 Outlook for November 38
8.1 Aluminum ingot price hard to rebound a lot in April 38
8.2 Alumina price hard to fluctuate too much 38
8.3 Carbon anode price remains low 39
8.4 Aluminum fluoride price keeps firm 39
Picture& Table Column
Picture 1 Chinese CPI and PPI 2
Picture 2 Chinese PMI 3
Picture 3 Prices trend of US oil futures main contracts 4
Picture 4 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 5 Chinese origin alumina price movement Jan-Mar, 2013 (RMB/t) 9
Picture 6 Chinese ADC12 aluminum alloy price movement in Mar 10
Picture 7 LME aluminum cash price chart (USD/t) 12
Picture 8 LME aluminum inventories (tons) 13
Picture 9 Chinese bauxite import prices 14
Picture 10 Australian origin alumina price movement Jan-Mar, 2013 (USD/t) 15
Picture 11 Australian origin alumina CIF China price movement Jan-Mar, 2013 (USD/t) 15
Picture 12 Chinese aluminum fluoride export price FOB China (USD/t) 16
Picture 13 Aluminum fluoride price movement in Mar 2013 (RMB/t) 17
Picture 14 Aluminum hydroxide price movement Mar, 2012-Mar, 2013 (RMB/t) 17
Picture 15 Chinese aluminum alloy production in 2012 and 2013 20
Picture 16 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 22
Picture 17 Chinese alumina production in 2013 (10,000t) 23
Picture 18 Alumina consumption by region in February, 2013 (10,000t) 24
Picture 19 Aluminum fluoride output in Mar 25
Picture 20 Aluminum fluoride consumption by region in Feb 26
Picture 21 Chinese carbon anode output in Mar 27
Picture 22 Carbon anode consumption by region in Feb 28
Picture 23 Top ten Chinese bauxite importers in February 30
Picture 24 Chinese alumina import Jan-Feb 2013 (10,000t) 30
Picture 25 Chinese aluminum alloy export in 2012 and 2013 32
Picture 26 Chinese aluminum scraps import in 2012 and 2013 33
Picture 27 Chinese aluminum semi-products exports in 2013 35
Picture 28 Chinese aluminum fluoride export to major countries (Ton) 37
Picture 29 Carbon anode export price in Feb 37
Table 1 Chinese Carbon anode price by region on 27 Mar 11
Table 3 Output of primary aluminum in Chinese major producing areas in March (Unit: 10,000t) 19
Table 4 Operating rate of Chinese main secondary aluminum alloy plants in March 21
Table 5 Top8 Chinese alumina import companies in February 2013 31
Table 6 Chinese top ten aluminum alloy exporters in Feb 32
Table 7 Chinese top ten aluminum scrap importers in Feb 34
Table 8 Chinese aluminum fluoride exporters in February 37
Table 9 Main carbon anode exporters in Feb 38
Abstract 1
1 Financial overview 1
1.1 Domestic financial overview 1
1.1.1 CPI up by 3.2% in February y-o-y, a new record in the past 10 months 1
1.1.2 Higher PMI in China 2
1.2 Global financial overview 3
1.2.1 International oil futures rebounding surprisingly in March 3
1.2.2 European debt crisis and QE of Japanese Yen pushing up US dollar in March 4
2 Company news 4
2.1 International company news 4
2.2 Chinese domestic company news 5
3 Chinese domestic market review 8
3.1 Aluminum ingot market 8
3.1.1 Increasing stocks restricts aluminum ingot price to go up 8
3.1.2 Demand for aluminum recovers slowly and stocks still high 8
3.2 Alumina market 9
3.2.1 Chinese alumina price decreases due to sluggish aluminum market 9
3.3 Aluminum alloy 10
3.3.1 Offers in secondary aluminum alloy market remain poor 10
3.3.2 Purchasing in secondary aluminum alloy keeps slack 10
3.4 Carbon anode 11
3.4.1 Carbon anode market keeps slack 11
3.4.2 Carbon cathode market slack 11
4 International market review 12
4.1 LME aluminum price goes down in fluctation 12
4.2 LME aluminum inventories increases continuously 12
4.3 Chinese aluminum alloy export price down a bit 13
4.4 Indonesia bauxite price stabilizes India bauxite deals weakening 13
4.5 Australian alumina CIF price decreases obviously 14
4.6 Aluminum fluoride export price to retreat 15
5 Related industry development 16
5.1 Petroleum coke and coal tar pitch prices increases a bit 16
5.2 Aluminum fluoride price keeps stable 16
5.3 Aluminum hydroxide market keeps relatively stable 17
5.4 Purchasing in aluminum scraps comes into stalemate 18
6 Production data 18
6.1 Primary aluminum 18
6.1.1 Chinese primary aluminum production increases in March 18
6.1.2 Increase of production slows down for a while 19
6.2 Aluminum alloy 19
6.2.1 Chinese aluminum alloy production up by 25.4% YOY in the first two months of 2013 19
6.2.2 Operating rate of Chinese secondary aluminum alloy plants up to 55.6% in Mar 20
6.2.3 Chinese motors sales up by 14.72% YOY in the first two months of 2013 21
6.3 Alumina 22
6.3.1 Chinese alumina production up by 1.49% MOM in March 22
6.3.2 Statistics of alumina stocks in February 24
6.4 Aluminum fluoride 24
6.4.1 Chinese aluminum fluoride output up by 22.8% in March MOM 24
6.4.2 Statistics of aluminum fluoride stocks in February 25
6.5 Carbon anode 26
6.5.1 Chinese carbon anode output down by 0.34% in March MOM 26
6.5.2 Statistics of carbon anode stocks in February 27
7 Import & Export data analysis 28
7.1 Bauxite 28
7.1.1 Chinese February bauxite import down by 16.4% MOM 28
7.2 Alumina 30
7.2.1 Chinese alumina import down by 28.57% MOM in February 30
7.2.2 Top8 alumina importers in February 31
7.3 Aluminum alloy 31
7.3.1 Chinese aluminum alloy export down by 58% in Feb YOY 31
7.3.2 Chinese top ten aluminum alloy exporters in Feb 2013 32
7.4 Aluminum scrap 33
7.4.1 Chinese aluminum scraps import down by 26.7% YOY in Feb 33
7.4.2 Chinese top ten aluminum scrap importers in Feb 2013 34
7.5 Chinese aluminum semi-products exports down by 6.8% YOY in February 34
7.6 Aluminum Fluoride 36
7.6.1 Chinese February aluminum fluoride export up by 49.4% MOM 36
7.7 Chinese carbon anode export volume down by 26.5% MOM in February 37
8 Outlook for November 38
8.1 Aluminum ingot price hard to rebound a lot in April 38
8.2 Alumina price hard to fluctuate too much 38
8.3 Carbon anode price remains low 39
8.4 Aluminum fluoride price keeps firm 39
Picture& Table Column
Picture 1 Chinese CPI and PPI 2
Picture 2 Chinese PMI 3
Picture 3 Prices trend of US oil futures main contracts 4
Picture 4 Aluminum Ingot price in Chinese market (RMB/t) 8
Picture 5 Chinese origin alumina price movement Jan-Mar, 2013 (RMB/t) 9
Picture 6 Chinese ADC12 aluminum alloy price movement in Mar 10
Picture 7 LME aluminum cash price chart (USD/t) 12
Picture 8 LME aluminum inventories (tons) 13
Picture 9 Chinese bauxite import prices 14
Picture 10 Australian origin alumina price movement Jan-Mar, 2013 (USD/t) 15
Picture 11 Australian origin alumina CIF China price movement Jan-Mar, 2013 (USD/t) 15
Picture 12 Chinese aluminum fluoride export price FOB China (USD/t) 16
Picture 13 Aluminum fluoride price movement in Mar 2013 (RMB/t) 17
Picture 14 Aluminum hydroxide price movement Mar, 2012-Mar, 2013 (RMB/t) 17
Picture 15 Chinese aluminum alloy production in 2012 and 2013 20
Picture 16 Chinese motors sales in 2012 and 2013 (Unit: 10,000) 22
Picture 17 Chinese alumina production in 2013 (10,000t) 23
Picture 18 Alumina consumption by region in February, 2013 (10,000t) 24
Picture 19 Aluminum fluoride output in Mar 25
Picture 20 Aluminum fluoride consumption by region in Feb 26
Picture 21 Chinese carbon anode output in Mar 27
Picture 22 Carbon anode consumption by region in Feb 28
Picture 23 Top ten Chinese bauxite importers in February 30
Picture 24 Chinese alumina import Jan-Feb 2013 (10,000t) 30
Picture 25 Chinese aluminum alloy export in 2012 and 2013 32
Picture 26 Chinese aluminum scraps import in 2012 and 2013 33
Picture 27 Chinese aluminum semi-products exports in 2013 35
Picture 28 Chinese aluminum fluoride export to major countries (Ton) 37
Picture 29 Carbon anode export price in Feb 37
Table 1 Chinese Carbon anode price by region on 27 Mar 11
Table 3 Output of primary aluminum in Chinese major producing areas in March (Unit: 10,000t) 19
Table 4 Operating rate of Chinese main secondary aluminum alloy plants in March 21
Table 5 Top8 Chinese alumina import companies in February 2013 31
Table 6 Chinese top ten aluminum alloy exporters in Feb 32
Table 7 Chinese top ten aluminum scrap importers in Feb 34
Table 8 Chinese aluminum fluoride exporters in February 37
Table 9 Main carbon anode exporters in Feb 38
