Aluminum market report January 2013
2013-02-17 18:35:53 【Print】
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Contents
Abstract 1
1 Financial overview 1
1.1 Domestic financial review 1
1.1.1 CPI up by 2.5%, PPI down by 1.9% Y-o-Y in December 1
1.1.2 China’s PMI declines steadily in January 2
1.2 International financial review 3
1.2.1 International crude oil futures rebound rapidly in January 3
1.2.2 US dollar index declines with improved Europe situations 4
1.2.3 Global economy recovers in 2013, nonferrous metal market to perform well 5
2 Company news 5
2.1 International company news 5
2.2 Chinese domestic company news 6
3 Chinese domestic market review 8
3.1 Aluminum ingot market 8
3.1.1 Aluminum ingot price broke the point of RMB15,000/t 8
3.1.2 Chinese aluminum ingot market cooled down gradually as downstream plants halted production 9
3.2 Alumina market 9
3.2.1 Chinese alumina market changes little as a whole 9
3.3 Aluminum alloy 10
3.3.1 ADC12 aluminum alloy price lingering at low level 10
3.3.2 Purchasing active under stocking for Spring Festival holiday 11
3.4 Carbon anode 11
3.4.1 Carbon anode market keeps sluggish 11
3.4.2 Carbon cathode market slack 12
4 International market review 12
4.1 LME aluminum price slid down in fluctuation 12
4.2 LME aluminum inventories decreased obviously 13
4.3 Chinese aluminum alloy export price poor 13
4.4 Slowing down Indonesia bauxite import while diversifying bauxite import 14
4.5 Australian alumina price stabilizes but trading thin 15
4.6 Aluminum fluoride 16
4.6.1 Aluminum fluoride export price firm 16
4.6.2 Aluminum fluoride export deal seeing more short term contracts 16
5 Related industry development 16
5.1 Petroleum coke and coal tar pitch prices increases a bit 16
5.2 Aluminum fluoride price keeps increasing 17
5.3 Aluminum hydroxide market keeps relatively stable 17
5.4 Aluminum scraps supply tight with higher offers 18
5.5 Chinese aluminum semi-products market 19
6 Production data 20
6.1 Primary aluminum 20
6.1.1 Chinese primary aluminum production still in high levels in January 20
6.1.2 Daily production may increase rather than decrease in February 21
6.2 Aluminum alloy 21
6.2.1 Chinese aluminum alloy production in 2012 up by 18.2% YOY 21
6.2.2 Operating rate of Chinese secondary aluminum alloy plants up to 54% in Jan with purchasing more active 22
6.2.3 Chinese motors production and sales up by less than 5% in 2012 YOY 23
6.3 Alumina 24
6.3.1 Chinese alumina production up by 0.43% MOM in January 24
6.4 Aluminum fluoride 26
6.4.1 Chinese aluminum fluoride output down by 0.91% in January MOM 26
6.5 Carbon anode 27
6.5.1 Chinese carbon anode output up by 0.58% MOM in January 2013 27
7 Import & Export data analysis 28
7.1 Bauxite 28
7.1.1 Chinese bauxite import down by 21.81% YOY in December 28
7.1.2 Chinese bauxite importers in December 30
7.2 Alumina 30
7.2.1 Chinese alumina imports up by 165.13% YOY in 2012 30
7.2.2 Top eight alumina importers in December 31
7.3 Aluminum alloy 31
7.3.1 Chinese aluminum alloy export down by 26% in 2012 YOY 31
7.3.2 Chinese top ten aluminum alloy exporters in Dec 2012 32
7.4 Aluminum scrap 33
7.4.1 Chinese aluminum scraps import down by 3.47% in 2012 YOY 33
7.4.2 Chinese top ten aluminum scrap importers in Dec 2012 34
7.5 Aluminum semi-products 35
7.6 Aluminum Fluoride 36
7.6.1 Chinese aluminum fluoride export up by 152.5% in Dec 2012 36
7.6.2 Chinese aluminum fluoride exporters in December 37
7.7 Carbon anode 37
8 Outlook for November 38
8.1 Aluminum ingot still goes softly after Spring Festival 38
8.2 Alumina market still faces great pressures 38
8.3 Carbon anode price may keep stable 38
8.4 Aluminum fluoride price remains firm 39
Picture& Table Column
Picture 1 China’s CPI and PPI in 2011-2012 2
Picture 2 China’s PMI in 2011-2012 3
Picture 3 Main contracts prices of US crude oil futures in January 4
Picture 4 US dollar index trend 4
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 9
Picture 6 Chinese origin alumina price movement Dec, 2012-Jan, 2013 (RMB/t) 10
Picture 7 Chinese ADC12 aluminum alloy price movement (Unit: RMB/t) 11
Picture 8 Chinese Carbon anode price by region on 30 Jan 12
Picture 9 LME aluminum cash price chart (USD/t) 13
Picture 10 LME aluminum inventories (tons) 13
Picture 11 Chinese bauxite import price in 2012 14
Picture 12 Australian origin alumina price movement Dec, 2012-Jan, 2013 (USD/t) 15
Picture 13 Australian origin alumina CIF China price movement Dec, 2012-Jan, 2013 (USD/t) 15
Picture 14 Aluminum fluoride export price FOB China Jan 2012 to Jan 2013 (USD/t) 16
Picture 15 Aluminum fluoride price movement in Jan 2013 (RMB/t) 17
Picture 16 Aluminum hydroxide price movement Feb, 2012-Jan, 2013 (RMB/t) 18
Picture 17 Chinese aluminum alloy production in 2011 and 2012 (Unit: ton) 22
Picture 18 Chinese motors production and sales in 2012 24
Picture 19 Chinese alumina production in January, 2013 (10,000t) 25
Picture 20 Aluminum fluoride output in Jan 26
Picture 21 Chinese carbon anode output in Jan 28
Picture 22 Chinese bauxite import in 2012 28
Picture 23 Chinese bauxite imports from different sources in December, 2012 29
Picture 24 Chinese bauxite import by country Jan-Dec 29
Picture 25 Chinese alumina import in 2012 31
Picture 26 Chinese aluminum alloy export in 2011 and 2012 (Unit: ton). 32
Picture 27 Chinese aluminum scraps import in 2011 and 2012 34
Picture 28 Chinese aluminum semi-products export in 2012 35
Picture 29 Chinese aluminum fluoride export in 2012 36
Picture 30 Chinese aluminum fluoride export price by long-term contract in 2012 (USD/t) 37
Table 1 31 Jan Chinese aluminum scrap prices by region 19
Table 2 Output of primary aluminum in Chinese major producing areas in January (Unit: 10,000t) 20
Table 3 Chinese secondary aluminum alloy ingot production in Jan 23
Table 4 Major Chinese bauxite importers in December, 2012 30
Table 5 Top eight Chinese alumina import companies in December 2012 31
Table 6 Chinese top ten aluminum alloy exporters in Dec 2012 33
Table 7 Chinese top ten aluminum scrap importers in Dec 2012 34
Table 8 Aluminum fluoride exporters in Dec 2012 37
Table 9 Main Chinese carbon anode exporters in Dec 2012 37
Abstract 1
1 Financial overview 1
1.1 Domestic financial review 1
1.1.1 CPI up by 2.5%, PPI down by 1.9% Y-o-Y in December 1
1.1.2 China’s PMI declines steadily in January 2
1.2 International financial review 3
1.2.1 International crude oil futures rebound rapidly in January 3
1.2.2 US dollar index declines with improved Europe situations 4
1.2.3 Global economy recovers in 2013, nonferrous metal market to perform well 5
2 Company news 5
2.1 International company news 5
2.2 Chinese domestic company news 6
3 Chinese domestic market review 8
3.1 Aluminum ingot market 8
3.1.1 Aluminum ingot price broke the point of RMB15,000/t 8
3.1.2 Chinese aluminum ingot market cooled down gradually as downstream plants halted production 9
3.2 Alumina market 9
3.2.1 Chinese alumina market changes little as a whole 9
3.3 Aluminum alloy 10
3.3.1 ADC12 aluminum alloy price lingering at low level 10
3.3.2 Purchasing active under stocking for Spring Festival holiday 11
3.4 Carbon anode 11
3.4.1 Carbon anode market keeps sluggish 11
3.4.2 Carbon cathode market slack 12
4 International market review 12
4.1 LME aluminum price slid down in fluctuation 12
4.2 LME aluminum inventories decreased obviously 13
4.3 Chinese aluminum alloy export price poor 13
4.4 Slowing down Indonesia bauxite import while diversifying bauxite import 14
4.5 Australian alumina price stabilizes but trading thin 15
4.6 Aluminum fluoride 16
4.6.1 Aluminum fluoride export price firm 16
4.6.2 Aluminum fluoride export deal seeing more short term contracts 16
5 Related industry development 16
5.1 Petroleum coke and coal tar pitch prices increases a bit 16
5.2 Aluminum fluoride price keeps increasing 17
5.3 Aluminum hydroxide market keeps relatively stable 17
5.4 Aluminum scraps supply tight with higher offers 18
5.5 Chinese aluminum semi-products market 19
6 Production data 20
6.1 Primary aluminum 20
6.1.1 Chinese primary aluminum production still in high levels in January 20
6.1.2 Daily production may increase rather than decrease in February 21
6.2 Aluminum alloy 21
6.2.1 Chinese aluminum alloy production in 2012 up by 18.2% YOY 21
6.2.2 Operating rate of Chinese secondary aluminum alloy plants up to 54% in Jan with purchasing more active 22
6.2.3 Chinese motors production and sales up by less than 5% in 2012 YOY 23
6.3 Alumina 24
6.3.1 Chinese alumina production up by 0.43% MOM in January 24
6.4 Aluminum fluoride 26
6.4.1 Chinese aluminum fluoride output down by 0.91% in January MOM 26
6.5 Carbon anode 27
6.5.1 Chinese carbon anode output up by 0.58% MOM in January 2013 27
7 Import & Export data analysis 28
7.1 Bauxite 28
7.1.1 Chinese bauxite import down by 21.81% YOY in December 28
7.1.2 Chinese bauxite importers in December 30
7.2 Alumina 30
7.2.1 Chinese alumina imports up by 165.13% YOY in 2012 30
7.2.2 Top eight alumina importers in December 31
7.3 Aluminum alloy 31
7.3.1 Chinese aluminum alloy export down by 26% in 2012 YOY 31
7.3.2 Chinese top ten aluminum alloy exporters in Dec 2012 32
7.4 Aluminum scrap 33
7.4.1 Chinese aluminum scraps import down by 3.47% in 2012 YOY 33
7.4.2 Chinese top ten aluminum scrap importers in Dec 2012 34
7.5 Aluminum semi-products 35
7.6 Aluminum Fluoride 36
7.6.1 Chinese aluminum fluoride export up by 152.5% in Dec 2012 36
7.6.2 Chinese aluminum fluoride exporters in December 37
7.7 Carbon anode 37
8 Outlook for November 38
8.1 Aluminum ingot still goes softly after Spring Festival 38
8.2 Alumina market still faces great pressures 38
8.3 Carbon anode price may keep stable 38
8.4 Aluminum fluoride price remains firm 39
Picture& Table Column
Picture 1 China’s CPI and PPI in 2011-2012 2
Picture 2 China’s PMI in 2011-2012 3
Picture 3 Main contracts prices of US crude oil futures in January 4
Picture 4 US dollar index trend 4
Picture 5 Aluminum Ingot price in Chinese market (RMB/t) 9
Picture 6 Chinese origin alumina price movement Dec, 2012-Jan, 2013 (RMB/t) 10
Picture 7 Chinese ADC12 aluminum alloy price movement (Unit: RMB/t) 11
Picture 8 Chinese Carbon anode price by region on 30 Jan 12
Picture 9 LME aluminum cash price chart (USD/t) 13
Picture 10 LME aluminum inventories (tons) 13
Picture 11 Chinese bauxite import price in 2012 14
Picture 12 Australian origin alumina price movement Dec, 2012-Jan, 2013 (USD/t) 15
Picture 13 Australian origin alumina CIF China price movement Dec, 2012-Jan, 2013 (USD/t) 15
Picture 14 Aluminum fluoride export price FOB China Jan 2012 to Jan 2013 (USD/t) 16
Picture 15 Aluminum fluoride price movement in Jan 2013 (RMB/t) 17
Picture 16 Aluminum hydroxide price movement Feb, 2012-Jan, 2013 (RMB/t) 18
Picture 17 Chinese aluminum alloy production in 2011 and 2012 (Unit: ton) 22
Picture 18 Chinese motors production and sales in 2012 24
Picture 19 Chinese alumina production in January, 2013 (10,000t) 25
Picture 20 Aluminum fluoride output in Jan 26
Picture 21 Chinese carbon anode output in Jan 28
Picture 22 Chinese bauxite import in 2012 28
Picture 23 Chinese bauxite imports from different sources in December, 2012 29
Picture 24 Chinese bauxite import by country Jan-Dec 29
Picture 25 Chinese alumina import in 2012 31
Picture 26 Chinese aluminum alloy export in 2011 and 2012 (Unit: ton). 32
Picture 27 Chinese aluminum scraps import in 2011 and 2012 34
Picture 28 Chinese aluminum semi-products export in 2012 35
Picture 29 Chinese aluminum fluoride export in 2012 36
Picture 30 Chinese aluminum fluoride export price by long-term contract in 2012 (USD/t) 37
Table 1 31 Jan Chinese aluminum scrap prices by region 19
Table 2 Output of primary aluminum in Chinese major producing areas in January (Unit: 10,000t) 20
Table 3 Chinese secondary aluminum alloy ingot production in Jan 23
Table 4 Major Chinese bauxite importers in December, 2012 30
Table 5 Top eight Chinese alumina import companies in December 2012 31
Table 6 Chinese top ten aluminum alloy exporters in Dec 2012 33
Table 7 Chinese top ten aluminum scrap importers in Dec 2012 34
Table 8 Aluminum fluoride exporters in Dec 2012 37
Table 9 Main Chinese carbon anode exporters in Dec 2012 37
