【SMM铝合金日评】期货方面，铝合金2607合约今日呈现低开高走的反弹态势，价格在下探22910元/吨支撑位后迅速拉升，午前收盘报23255元/吨，涨幅1.09%。现货上，多数企业受铝价盘面反弹及废铝原料成本抬升影响，顺势上调报价100元/吨。预计短期内ADC12价格将在成本支撑与需求乏力的博弈下，维持窄幅震荡整理格局。

SMM Analysis: Copper Plate/Sheet and Strip Exports in March Were Generally Optimistic, Exports to the US Halved YoY. According to data from the General Administration of Customs, China's copper plate/sheet and strip exports totaled 10,543 mt in March 2025, up 40.5% MoM and 5.2% YoY. By March, China's copper plate/sheet and strip exports reached 28,424 mt.

SMM Cobalt and Lithium Morning Meeting Minutes: At the beginning of the week, the price of cobalt chloride remained temporarily stable. Supply side, smelters faced tight raw material inventory, with most manufacturers refusing to sell at low prices, showing a strong sentiment to stand firm on quotes. Demand side, although the overall market activity remained low, some manufacturers maintained a certain level of purchasing demand for cobalt chloride to ensure the stable operation of production lines, keeping the transaction price stable at a high level. This week, suppliers are expected to have a strong sentiment of holding back sales, and the price of cobalt chloride is likely to rise further.

[SMM Steel] Zhengzhou Construction Materials on the 17th: Mainstream quotations in the spot market dropped by 10 in the morning session, with mainstream rebar prices at 3,300-3,340. For detailed quotations of various brands in the Zhengzhou area, please visit the SMM website: https://steel.smm.cn/steel/020?city=38 to view for free.

[SMM Steel] Zhengzhou Construction Materials on the 8th: Mainstream quotations in the spot market dropped by 10 in the morning session, with mainstream rebar prices at 3,390-3,430. For detailed quotations of various brands in the Zhengzhou area, please visit the SMM website: https://steel.smm.cn/steel/020?city=38 to view for free.

[SMM Steel] Zhengzhou Construction Materials on the 12th: Mainstream spot market quotes fell by 20 in the morning session, with rebar mainstream prices ranging from 3390-3430. For detailed quotes of various brands in the Zhengzhou area, please visit the SMM official website: https://steel.smm.cn/steel/020?city=38, for free access.