Aluminum market report June 2012

Contents
Contents 2
Picture& Table Column 4
Aluminum market report June 2012 5
Abstract 5
1 Financial overview 5
1.1 Chinese domestic financial overview 5
1.1.1 CPI reached bottom line for past 23 months in May 5
1.1.2 Chinese PMI falls back in June 5
1.1.3 Negative factors depressed non-ferrous metal market 5
1.2 International financial overview 5
1.2.1 Crude oil prices fell back with sharp fluctuations in June 5
1.2.2 USD index kept at a high level with consolidations 5
2 Company news 5
2.1 International company news 5
2.2 Chinese domestic market 5
3 Chinese domestic market review 5
3.1Aluminum ingot market 5
3.1.1 Aluminum ingot price fell down tremendously in the stimulus of power subsidies 5
3.1.2 The market once froze when the price dove 5
3.2 Alumina market 5
3.2.1 Alumina price decreased 5
3.3Aluminum alloy 5
3.3.1 Recycled aluminum alloy ingot price dropping 5
3.3.2 Purchasing in recycled aluminum alloy ingot market down by 15% in June MOM 5
3.3.3 Processing charge of A356 aluminum alloy stable for temporary 5
3.3.4 Low purchasing and high stocks in A356 aluminum alloy market 5
4 International market review 5
4.1 Down way of LME aluminum price continued 5
4.2 Decrease of LME aluminum inventories slowed down 5
4.3 Chinese aluminum alloy export price down sharply 5
4.4 Australian alumina supply increased sharply while price depressed 5
4.5 Bauxite import price increased 5
4.6 Aluminum fluoride export price moves down gradually 5
5 Related industry development 5
5.1 Aluminum fluoride price kept stable but decreased slightly 5
5.2 Aluminum hydroxide market stable 5
5.3 Chinese aluminum scraps price down finally 5
6 Production data 5
6.1 Primary aluminum 5
6.1.1 Chinese primary aluminum production continued to increase 5
6.1.2 Smelting plants in Henan ready to resume production 5
6.2 Aluminum alloy 5
6.2.Asian Metal Copyright2 Alumina price decrease slightly 5 8.Asian Metal Copyright1 Chinese aluminum alloy production up by 16.3% in May YOY 5
6.2.Asian Metal Copyright2.Asian Metal Copyright2 Operating rate of Chinese recycled aluminum alloy plant down to 52.4% in June 5
6.2.Asian Metal Copyright3.Asian Metal Copyright3 Chinese motor sales up by 3.2% YOY in the first five months of 2012 5
6.3 Alumina 5
6.3.1 The alumina production of June down by 6% MOM 5
6.4 Chinese aluminum fluoride production down by 257% in June MOM 5
7 Import & Export data analysis 5
7.1 Bauxite 5
7.1.Asian Metal Copyright1 Aluminum ingot price to slide down in fluctuation 5 8.Asian Metal Copyright1 Chinese bauxite import up by 42.22% YOY in May 5
7.1.2 India resumes bauxite export to China in June 5
7.1.3 Top ten bauxite importers in May 5
7.2 Alumina 5
7.2.Asian Metal Copyright1 Chinese aluminum fluoride export down by 57.Asian Metal Copyright1 Chinese alumina import up by 531.78% YOY in May 5
7.2.2 Top ten alumina importers in June 5
7.2.3 Alumina import price in May 5
7.3 Aluminum alloy 5
7.3.Asian Metal Copyright2 Chinese aluminum scraps importers in May 2012 5 7.Asian Metal Copyright1 Chinese aluminum alloy export down by 9.35% in the first five months of 2012 YOY 5
7.3.2 Top ten aluminum alloy exporters in May 2012 5
7.4 Aluminum scraps 5
7.4.Asian Metal Copyright2 USD index kept at a high level with consolidations 5 2 Company news 5 2.Asian Metal Copyright1 Chinese aluminum scraps import up by 0.3% in first five months of 2012 YOY 5
7.4.2 Chinese aluminum scraps importers in May 2012 5
7.4 Aluminum fluoride 5
7.4.Asian Metal Copyright1.Asian Metal Copyright1 Chinese aluminum fluoride export down by 57.2% in May MOM 5
7.4.2 Chinese aluminum fluoride exporters in May 5
7.4.3 China sees no aluminum fluoride export to America and Australia in May 5
8 Outlook for July 5
8.1 Aluminum ingot price to slide down in fluctuation 5
8.2 Alumina price decrease slightly 5
8.3Aluminum fluoride price may further decrease 5

Picture& Table Column
Picture 1 CPI and PPI of China in 2011-2012 5
Picture 2 Chinese PMI in 2011-2012 5
Picture 3 The price of international crude oil in June 5
Picture 4 US dollar index in June 5
Picture 5 China aluminum ingot price (RMB/t) 5
Picture 6 Chinese origin alumina price movement in June (RMB/t) 5
Picture 7 Chinese ADC12 aluminum alloy price in June (RMB/t) 5
Picture 8 China A356 aluminum alloy price in May (RMB/t) 5
Picture 9 LME 3-month Aluminum settlement price trend (USD/t) 5
Picture 10 LME Aluminum inventories in June (tons) 5
Picture 11 Australian origin alumina price movement (USD/t) 5
Picture 12 Australian origin alumina price movement (RMB/t) 5
Picture 13 China’s bauxite import price Jan-May 5
Picture 14 Aluminum fluoride price FOB China Jan-May 5
Picture 16 Chinese aluminum fluoride prices movement (RMB/t) 5
Picture 17 Aluminum hydroxide price movement in June (RMB/t) 5
Picture 18 Chinese aluminum alloy production 5
Picture 19 Production and sales of automobile in China (Unit: 10,000) 5
Picture 20 Chinese alumina production 2011-2012 5
Picture 21 Chinese alumina production Jan-Jun 2012 5
Picture 22 Chinese aluminum fluoride output Jan-June 5
Picture 23 Chinese Bauxite Import in 2012 5
Picture 24 Chinese bauxite import different countries in March 5
Picture 25 Chinese alumina import in 2012 5
Picture 26 Major Chinese alumina importer price in May 5
Picture 27 Chinese aluminum alloy export in 2011 and 2012 5
Picture 28 Chinese aluminum scrap import 5
Picture 29 Chinese aluminum fluoride export Jan-May (t) 5
Picture 30 Chinese aluminum fluoride export price Jan-May 5

Table 1 ADC12 aluminum alloy price by region in May and June 5
Table 2 Output of electrolytic in Chinese major producing areas in June (Unit: 10,000t) 5
Table 3 Chinese bauxite importer in May, 2012 5
Table 4 Top ten Chinese alumina import companies in June, 2012 5
Table 5 Top 10 aluminum alloy export companies in China in May 5
Table 6 Chinese top ten aluminum scrap importers in May, 2012 (Unit: tons) 5
Table 7 Chinese aluminum fluoride exporters in May 5

.Asian Metal Copyright2 Alumina price decrease slightly 5 8Asian Metal Copyright