With the advent of 2018, the stock of spot aluminum ingots remains high, there is no bright spot in downstream consumption, and the overall market demand is weak. This has also led to a trend of low and fluctuating aluminum prices even when production is restricted during the heating season. In this context, everyone has set their sights on the post-holiday. When the new electrolytic aluminum production capacity is put into production, will the downstream consumer end usher in a recovery or new growth points, and will the aluminum price rise come early? We make the following analysis on the demand for the aluminum alloy ingot market.

 

At present, aluminum alloy ingots are divided into primary aluminum series and regenerated series. First, we first analyze the primary aluminum series. Among them, A380, A356.2, ZLD102, ZLD104 and other brands are the main ones, and A356.2 is the main primary aluminum alloy ingot Its main flow is the casting wheel enterprise. According to my non-ferrous survey sample statistics, in 2017, the output of primary aluminum alloy ingots was 3.5 million tons and the production capacity was 5.8 million tons. Among them, the output of A356.2 is 2.9 million tons, and the output of other ZLD102, 104, etc. is 600,000 tons. As far as we know, most of the primary aluminum used by primary aluminum alloy ingot enterprises are molten aluminum, and a small portion of them purchase aluminum ingots. According to incomplete statistics from my non-ferrous website, the new production capacity of primary aluminum alloy ingots in 2018 will remain at about 300,000 tons. According to this standard, the consumption of primary aluminum alloy ingots will increase by more than 100,000 in 2018. Tons, the annual consumption of primary aluminum is expected to remain at 3.25 million tons.