The weighted average cost including tax of China's electrolytic aluminum industry in June 2021 was 13809.50 yuan/ton, an increase of 224.1 yuan/ton from May 2021 at 13585.4 yuan/ton, a month on month increase of 1.65%, and a year-on-year increase of 11.3%. In June 2021, the raw material price continued to rise, with an average increase of 58 yuan/ton in alumina prices and a 230 yuan/ton increase in anode carbon this month, resulting in an increase in the cost of the electrolytic aluminum industry.

In June 2021, China's primary aluminum production was 3.1767 million tons, with an average daily production of 105900 tons and an annual production of 38.6499 million tons; Compared to May 2021, the daily production of 108400 tons per day has decreased by 0.25 million tons per day. In June, the electrolytic aluminum industry did not release any new production capacity, but the resumption of production capacity is still being promoted, and the reduced production capacity in the early stage did not resume production as scheduled, resulting in a decrease in electrolytic aluminum production this month. According to Baichuan Yingfu, there is still uncertainty about whether Yunnan will resume production as scheduled in July. Based on the current increase and decrease in production, it is estimated that the production in July 2021 will be about 3.29 million tons, and the daily chemical production will be about 106100 tons. The monthly average daily production may slightly increase.

On July 8th, the domestic electrolytic aluminum social inventory was 841000 tons, a decrease of 11000 tons compared to July 5th. Among them, there were 296000 tons in Wuxi, 232000 tons in Foshan, 56000 tons in Gongyi, 107000 tons in Shanghai, 64000 tons in Hangzhou, and 45000 tons in Tianjin.

On the 8th, China's 6063 aluminum rod spot inventory (10000 tons): 5.75 in Foshan, 1.8 in Wuxi, 2.5 in Nanchang, 1.3 in Changzhou, 1.45 in Huzhou, 0.2 in Chengdu, 0.4 in Gongyi, and 0 in Luoyang, with a total inventory of 13.4, an increase of 0.15 compared to Monday (July 5th) this week.

In order to implement the spirit and requirements of the "Promotion Conference on the Research and Application of Civil Aircraft Aluminum Materials" jointly held by China Aluminum Group and COMAC, and to promote the landing and official operation of the COMAC COMAC Civil Aircraft Aluminum Materials Research and Application Joint Laboratory, recently, members of the aluminum team of the China Aluminum Manufacturing Organization Joint Laboratory visited Shanghai Aircraft Design and Research Institute for work coordination and held a work meeting in the Big Aircraft Innovation Valley. The meeting determined the work goals and plan for the second half of the year of the joint laboratory, and clarified the work direction for the future period. Both sides expressed their intention to fully utilize the platform of the joint laboratory and carry out work in various fields and directions such as domestic production of civil aircraft aluminum materials, development of new products, research on common technologies, database establishment, and benchmarking of testing capabilities.

Jiaozuo Wanfang released a performance forecast, predicting a net profit of 490 million to 520 million yuan for the first half of 2021, an increase of 224% -244% compared to the same period last year. During the reporting period, the sales price of aluminum products increased significantly year-on-year, and the company's operating revenue increased significantly year-on-year.

During a survey conducted by Wanshun New Materials, it was stated that two of the five imported aluminum foil rolling mills, the main equipment of the company's high-precision electronic aluminum foil production project, have entered the stage of under load debugging. After completing the under load debugging, they will be put into use, and the remaining three will be arranged for adjustment one by one in the future