Metal9m
High-Grade NPI Trading Sentiment Remains Weak, Stainless Steel Market Is Expected to Gradually Improve [SMM Nickel Morning Meeting Summary]
Meeting Summary] On January 14, the SMM battery-grade nickel sulphate index price was 26,423 yuan/mt, with the quotation range for battery-grade nickel sulphate at 26,050-26,950 yuan/mt, and the ...
Metal20m
Weak Consumption but Lower US Dollar Index; Copper Prices Expected to Have Bottom Support [SMM Copper Morning Comment]
【Consumption Remains Weak but US Dollar Index Declines, Copper Prices Expected to Have Bottom Support】Macro side, US December PPI data fell short of expectations, the US dollar index edged lower, and ...
Metal25m
SHFE Zinc Recorded a Small Bearish Candle with Prices Mainly Fluctuating at Low Levels [SMM Zinc Morning Comment]
[SMM Zinc Morning Comment] SHFE zinc recorded a bearish candlestick overnight, with resistance formed by various moving averages above. Downstream sectors are gradually entering the holiday period, ...
Metal16m
SHFE Tin Prices Continue to Pull Back, Spot Market Transactions Gradually Become Active [SMM Tin Morning Brief]
SHFE tin prices continued to pull back, and transactions in the spot market gradually became active. [SMM Tin Morning Brief] Last night, the SHFE tin market quickly dropped after opening, stabilizing ...
Metal33m
Alumina Futures Decline Rapidly, Spot Prices Hit Record Lows Repeatedly [SMM Morning Comment on Alumina]
Futures Market: During the overnight session, the most-traded alumina 2502 contract opened at 3,909 yuan/mt, with a high of 3,920 yuan/mt and a low of 3,860 yuan/mt, finally closing at 3,877 yuan/mt, ...
Metal28m
Ministry of Natural Resources: Last Year, China's Domestic Lithium Resources Increased by Over 30%
According to the latest data released by the Ministry of Natural Resources, China invested a total of 400 billion yuan in mineral exploration during the 14th Five-Year Plan period, with over 90% of ...
Metal30m
Polysilicon Transaction Prices Rise Slightly as Wafer Companies Plan to Increase Production Schedules [SMM Silicon-Based PV Morning Meeting Summary]
Price: Silica prices remained stable. Before the Chinese New Year, downstream silicon companies showed sluggish interest in restocking silica raw materials. Some mines have gradually suspended mining ...
Metal20m
Downstream Demand Continues to Decline, Spot Market Trading Weakens [SMM Aluminum Morning Brief]
[SMM Aluminum Morning Meeting Summary: Downstream Demand Continues to Decline, Spot Market Trading Weakens] Overnight, the most-traded SHFE aluminum 2503 contract opened at 20,285 yuan/mt, reached a ...
Metal29m
Funds' Favour Declines, Zinc Prices Fluctuate Downward [SMM Morning Meeting Summary]
[SMM Morning Meeting Summary: Decline in Capital Favour, Zinc Prices Fluctuate Downward] Overnight PPI data unexpectedly came in below expectations, the US dollar index fell, but most commodities have ...
Metal14h
Top 15 Domestic Power Batteries in 2024: CATL/BYD LFP Installations Exceed 100 GWh
In 2024, the top 15 domestic power battery enterprises by installations were: CATL, BYD, CALB, Gotion High-tech, EVE, SVOLT ...
Metal22h
2024 Polysilicon Companies Face Losses and Frequent Shutdowns and Production Cuts; Will Prices Rebound in 2025? [Annual Review]
The year 2024 is expected to witness intense competition in the polysilicon market. Although polysilicon prices experienced a ...
Metal14h
SHFE Spot Copper Premiums Surge Repeatedly Before Showing Fatigue: Is the Pre-Holiday "Stirring Things Up" Over? [SMM Analysis]
SMM Analysis] Entering this week, the SHFE copper 2501 contract is expected to undergo contract rollover and delivery. The high spot premiums do not support a large volume of spot cargo being ...