Data[SMM Notice] Notice on the Optimization of SMM's Aluminum Semis Export Profit Model
Greetings! To accurately capture the real changes in aluminum semis export profits and structural adjustments in the trade environment, the SMM aluminum industry research team has significantly upgraded the aluminum semis export profit model. By deeply deconstructing trade pricing models and core variables such as dynamic fluctuations in the SHFE/LME price ratio, and incorporating key parameters like representative aluminum semis FOB processing fees, the profit calculation has transformed from "rough estimation" to "refined tracking." This model optimization not only addresses the inadequacy of traditional methods in adapting to market changes such as increasingly complex tariffs and the rapid closure of arbitrage windows, but also provides a forward-looking data benchmark for industry chain decision-making by reflecting the restructuring trend of export profits in real time.
In view of the above, to adapt to market developments and better meet user needs, SMM has optimized the aluminum semis export profit model and plans to add a new dataset, “SMM: Aluminum Semis Export Profit Model,” covering export costs and profits for aluminum plate/sheet and strip, aluminum foil, and aluminum extrusions. The data is planned to be officially launched in September 2026, at which time the new indicator names and IDs will be updated. The existing related data points will be discontinued on July 17, 2026. The data points involved are as follows:
SMM: Aluminum Semis Export Profit Model: Shanghai average spot price: daily Indicator ID: a10004525
SMM: Aluminum Semis Export Profit Model: RMB/USD exchange rate: daily Indicator ID: a12810266
SMM: Aluminum Semis Export Profit Model: Aluminum foil processing fee: daily Indicator ID: a10004527
SMM: Aluminum Semis Export Profit Model: Aluminum plate/sheet and strip processing fee: daily Indicator ID: a10004528
SMM: Aluminum Semis Export Profit Model: Aluminum extrusion processing fee: daily Indicator ID: a10004529
SMM: Aluminum Semis Export Profit Model: Port charges: daily Indicator ID: a10004530
SMM: Aluminum Semis Export Profit Model: VAT rate: daily Indicator ID: a10004531
SMM: Aluminum Semis Export Profit Model: Aluminum semis tax rebate rate: daily Indicator ID: a10004532
SMM: Aluminum Semis Export Profit Model: Aluminum foil export cost: daily Indicator ID: a10004533
SMM: Aluminum Semis Export Profit Model: Aluminum plate/sheet and strip export cost: daily Indicator ID: a10004534
SMM: Aluminum Semis Export Profit Model: Aluminum extrusion export cost: daily Indicator ID: a10004535
SMM: Aluminum Semis Export Profit Model: LME 3M close: daily Indicator ID: a10004536
SMM: Aluminum Semis Export Profit Model: LME Cash-3M backwardation: daily Indicator ID: a10004537
SMM: Aluminum Semis Export Profit Model: Japan aluminum ingot premium: daily Indicator ID: a10004538
SMM: Aluminum Semis Export Profit Model: European aluminum ingot premium: daily Indicator ID: a10004539
SMM: Aluminum Semis Export Profit Model: North American aluminum ingot premium: daily Indicator ID: a10004540
SMM: Aluminum Semis Export Profit Model: Ex-China aluminum foil processing fee estimate: daily Indicator ID: a10004541
SMM: Aluminum Semis Export Profit Model: Ex-China aluminum plate/sheet and strip processing fee estimate: daily Indicator ID: a10004542
SMM: Aluminum Semis Export Profit Model: Ex-China aluminum extrusion processing fee estimate: daily Indicator ID: a10004543
SMM: Aluminum Semis Export Profit Model: Ex-China aluminum foil price: daily Indicator ID: a10004544
SMM: Aluminum Semis Export Profit Model: Freight estimate: daily Indicator ID: a10004545
SMM: Aluminum Semis Export Profit Model: Aluminum foil export profit: daily Indicator ID: a10004546
SMM: Aluminum Semis Export Profit Model: Aluminum plate/sheet and strip export profit: daily Indicator ID: a10004547
SMM: Aluminum Semis Export Profit Model: Aluminum extrusion export profit: daily Indicator ID: a10004548
SMM: Aluminum Semis Export Profit Model: Aluminum ingot export cost: daily Indicator ID: a10004549
SMM: Aluminum Semis Export Profit Model: Aluminum ingot export profit: daily Indicator ID: a10004550
SMM: Aluminum Semis Export Profit Model: Aluminum ingot import cost: daily Indicator ID: a10004551
SMM: Aluminum Semis Export Profit Model: Aluminum ingot import profit: daily Indicator ID: a10004552The following data points are planned to be added as model replacements:
SMM: Aluminum Semis Export Profit Model: Shanghai average spot price: daily
SMM: Aluminum Semis Export Profit Model: CNY/USD exchange rate: daily
SMM: Aluminum Semis Export Profit Model: 3104 can body stock processing fee (FOB): daily
SMM: Aluminum Semis Export Profit Model: 8079 double-zero packaging foil processing fee (FOB): daily
SMM: Aluminum Semis Export Profit Model: PV frame processing fee (FOB): daily
SMM: Aluminum Semis Export Profit Model: port charges: daily
SMM: Aluminum Semis Export Profit Model: VAT rate: daily
SMM: Aluminum Semis Export Profit Model: 8079 double-zero packaging foil ex-factory cost: daily
SMM: Aluminum Semis Export Profit Model: 3104 can body stock ex-factory cost: daily
SMM: Aluminum Semis Export Profit Model: PV frame ex-factory cost: daily
SMM: Aluminum Semis Export Profit Model: LME 3M closing price: daily
SMM: Aluminum Semis Export Profit Model: LME Cash-3M backwardation: daily
SMM: Aluminum Semis Export Profit Model: China domestic freight estimate: daily
SMM: Aluminum Semis Export Profit Model: 3104 can body stock export profit: daily
SMM: Aluminum Semis Export Profit Model: 8079 double-zero packaging foil export profit: daily
SMM: Aluminum Semis Export Profit Model: PV frame export profit: daily
We sincerely apologize for any inconvenience caused.
SMM Aluminum Research Team
July 17, 2026