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September 2019 aluminum industry data

2019-10-09
In September 2019, China's electrolytic aluminum output was 2,879,300 tons, with an average daily output of 96,000 tons, and annualized output of 3,503,100 tons; an increase of 0.05 million tons from the daily output of 95,500 tons in August. There were still accidents in the electrolytic aluminum enterprises in September, but the new production capacity continued to be invested in the previous period, and Nissan increased. According to the current increase and decrease of production, the output in October 2019 is about 2.99 million tons, and the daily output is about 96,400 tons. The monthly average daily output may increase slightly.

In September 2019, the weighted average price of electricity used by China's electrolytic aluminum industry was 0.3102 yuan / kWh, a decrease of 0.0002 yuan / kWh from 0.3104 yuan / kWh last month, a decrease of 0.06% from the previous month and a decrease of 2.4%.

In September 2019, the full cost-weighted average of China's electrolytic aluminum industry including tax was 13093.74 yuan / ton, up 105 yuan / ton from 12988.75 yuan / ton last month, up 0.81% from the previous month and down 13.8%. In September 2019, the national average profit margin of China's electrolytic aluminum industry continued to increase.

In September 2019, China's alumina production was 5.529 million tons, down 9.47% year-on-year, with an average daily output of 184,300 tons, down 0.02 million tons from August's 184,500 tons.

In September 2019, the weighted average cost of full-cost taxation of China's alumina industry was 2,476.60 yuan / ton, down 5.73 yuan / ton from August's 2,482.33 yuan / ton, down 0.23% from the previous month and down 8.76% year-on-year. In September, the price of ore in Henan and the parts of Guangxi declined in the cost of alumina. However, the price of caustic soda in Shandong increased, while the thermal coal did not change much. The overall cost of alumina decreased slightly.

In September 2019, the output of China's metallurgical grade alumina was 5.529 million tons. The actual port-to-port calculation (not calculated by customs declaration time) was 187,200 tons, including 2 ships in Qingdao Port, totaling 36,300 tons (partially for non-aluminum). 3 squid ring boats, a total of 87,400 tons; Tianjin Port 1 ship, a total of 31,500 tons (all for electrolytic aluminum); Panjin Port 1 ship, a total of 20,000 tons; Alashankou 12,000 tons (all for electrolytic aluminum); Calculated by departure time (not calculated by customs declaration time), the export volume in September was about 10,000 tons, while for non-metallurgical grade alumina was about 130,000 tons, China's electrolytic aluminum output was 2,879,300 tons, according to the consumption of tons of aluminum alumina. 1.93 tons of calculations, China's alumina supply surplus of 29,200 tons in September, basically balanced. Baichuan Yingfu expects to maintain its current import volume in October. It is conservatively estimated that the alumina import in October will be 172,800 tons, of which 0.63 million tons will be used for non-aluminum.

In the third quarter of 2019, the output of China's metallurgical grade alumina was 171.589 million tons. The actual net import and departure (calculated by customs declaration time) was 3.456 million tons of alumina, which was used for non-metallurgical grade alumina. 380,000 tons, the annual output of China's primary aluminum is 8,884,400 tons, calculated according to the single consumption of 1.93 tons of aluminum oxide per ton. In the third quarter of 2019, China's alumina supply surplus was 138,680 tons, showing a slight surplus.