From dalilvcai
Last week (July 31 solstice August 6) non-ferrous metal prices rose 1.3% the previous week, including lead, nickel, aluminum, zinc, copper prices were up 3.5%, 3.5%, 1.8%, 1.2% and 1.8%, prices fell by 0.6%.

Take to complete the project of electrolytic aluminium violation to clear.According to enterprise self checking and verification of shandong province, our province the weiqiao pioneering group and xinfa group 2 companies comply with electrolytic aluminium production capacity of 3.21 million tons (attachment 5), and illegal coal unit supporting construction, large in coal consumption.Among them: the weiqiao pioneering group violations built electrolytic aluminium project five, illegal production capacity of 2.68 million tons;Xinfa group illegal production capacity of 530000 tons.By the above violations electrolytic aluminum projects, binzhou, liaocheng city people's government shall be responsible for shutting down before the end of July, at the same time, respectively to halt the corresponding scale coal unit (excluding have been incorporated into was eliminated and the previous year in 2017 shut down the unit).Among them, the binzhou city weiqiao group railway coal unit 5.7 million kw;Xinfa group liaocheng city railway coal unit around 1 million kilowatts.According to the above violations, electrolytic aluminium production capacity and supporting coal unit shut down time, compared to last year and this year's production situation, specific accounting reduce the coal consumption of the actual effect, to reduce the coal consumption of 10 million tons.
Shandong 2017 statistics of the electrolytic aluminium production capacity
File, the shandong province development and reform commission (NDRC) said in its July 24 issued by reducing the coal consumption in 2017 in shandong province alternative work action plan of the notice, shall be ordered to shandong weiqiao and xinfa closure of electrolytic aluminium production capacity of 3.21 million tons.

File mentioned, built the weiqiao pioneering group violation aluminium project five, illegal production capacity of 2.68 million tons;Xinfa group illegal production capacity of 530000 tons.By the above violations electrolytic aluminum projects, binzhou, liaocheng city people's government shall be responsible for shutting down before the end of July, at the same time, respectively to halt the corresponding scale coal unit (excluding have been incorporated into was eliminated and the previous year in 2017 shut down the unit).

China hongqiao previously said it would close, instead of more than 2 million tons of aluminum production capacity.

According to Ren flat government, shandong xinfa is complete closure of 530500 tons of electrolytic aluminium production capacity.On July 30, the shandong chiping county aluminium capacity closures work for acceptance.Expert group has come to huaxin aluminium, aluminium group, and the source of closed cell verification was carried out.Experts agree that xinfa group has been fully implemented on July 28 closure plan, than the superior ask three days to complete closure of the task ahead of time, a total of closed cell 426, total capacity of 530500 tons.

According to the recently issued by reducing the coal consumption in 2017 in shandong province alternative work action plan ", shandong province will implement the years net, reduce the coal consumption more than 27.06 million tons, the province's coal consumption in 2017 total amount control within 382.33 million tons.

According to the plan, will take to complete the project of electrolytic aluminium violation of shandong province.Focus on provincial development and reform commission to shut down backward coal unit, the project of electrolytic aluminium violation cleanup, promote electric into the "lu" and new energy development.

China earlier this year ordered 28 cities of steel and aluminum production enterprise production in the winter, in response to the haze weather.Last week, tangshan and other iron and steel production areas in hebei province said it will perform production orders.

Day 6 securities research report that wind, electrolytic aluminium industry will return to health:

A consumption growth in each of the past ten years more than 7% of the industry, only a few companies make money, and it is a windfall, this in itself is not reasonable.Reform of capital market is to supply side in the past the town of prejudice, slightly market free competition of dogmatism.

So not aluminium is now very good, but they've never should not be so bad.Think aluminium company by nature should be made 5% gross margin hard money, every loss point out of date.The electrolytic aluminium industry long-term profit margins will not turn back to jump a step.

Due to the late rumors weiqiao power and the enterprise leaders said the cut will be more than expected, rush on stimulating prices strong, high feel for 16330 yuan/ton, recorded since the beginning of May 2012 high, at the end of the tray shocks closed at 16220 yuan/ton, increased holdings of 65582 to 448102 hand, Shanghai aluminum holdings increased 83508 to 903108 hand, long strong control plate.Bull market atmosphere has burst, money flows into the Shanghai aluminum crazy, emotional leading aluminium uplink speed, need to continue to focus on whether there is still a "message" continue to stimulate the market.

Violation of electrolytic aluminium project closure message continued to sit, profiteers hype aluminium, aluminium, out of control and aluminium on the rocket flying.