Shanghai Metals Market (SMM) is thrilled to announce that the 2026 (3rd) Global Renewable Metal Industry Summit will be held in Tokyo, Japan, on May 11-12, 2026, to promote industry exchange and cooperation against the backdrop of the global push for sustainable development and resource recycling.

SMM May 19 News: Yunnan Aluminum Co., Ltd. recently released its Q1 2025 performance report. According to the announcement, the company achieved a total revenue of 14.411 billion yuan in Q1, up 26.89% YoY. The net profit attributable to shareholders of the publicly listed firm was 974 million yuan, down 16.26% YoY. Regarding the reasons for the company's revenue growth, Yunnan Aluminum stated that it was mainly due to the increase in sales volume and selling prices of aluminum commodities during the reporting period. Meanwhile, the operating costs increased by 33.38% YoY due to the rise in raw material prices and sales volume of aluminum commodities during the reporting period. From the perspective of futures prices, the main SHFE aluminum contract generally fluctuated upward in Q1. As of the close on March 31, 2025, the main SHFE aluminum contract closed at 20,480 yuan/mt, with a quarterly increase of 3.49%. In terms of spot prices, according to SMM spot quotes, the SMMA00 aluminum spot quotes also generally showed an upward trend in Q1. As of March 31, the average spot price of SMMA00 aluminum was reported at 20,560 yuan/mt, up 790 yuan/mt from 19,770 yuan/mt at the end of 2024, representing an increase of approximately 4%. 》Click to view SMM aluminum product spot quotes In late January, coinciding with the Chinese New Year holiday, the unexpected destocking of aluminum ingot inventory in the first two weeks drove aluminum prices to continue to climb, reaching a high of 20,550 yuan/mt during the session on January 20, a new high since December 2024. However, as downstream enterprises took holidays near the end of the year, weakening consumption exerted downward pressure on aluminum prices, which fluctuated downward under pressure. Nevertheless, aluminum prices generally showed an upward trend in January. In February, coinciding with the Chinese New Year holiday, aluminum ingot inventory buildup was slightly higher than the same period in history. However, as downstream enterprises gradually resumed production after the holiday, aluminum prices maintained highs in February despite being in the off-season. By March, the aluminum market entered the traditional peak consumption season, with downstream demand gradually recovering. Coupled with the installation rush stimulated by the new PV policies in the past 1-2 months, aluminum consumption increased, and social inventory showed a destocking trend. Meanwhile, downstream demand also continued to rebound, driving aluminum prices to hold up well in early March. However, in late March, due to poor macro sentiment overseas, funds exited for risk aversion, leading to a decline in the futures market. Nevertheless, from a quarterly perspective, aluminum prices still performed well in Q1. Turning to the current aluminum prices, according to SMM, the recent aluminum market has received support from improved macro environments both domestically and overseas, but bullish and bearish factors are intertwined. On the supply side, domestic aluminum capacity is approaching the ceiling, and the insufficient recovery of hydropower in Yunnan has exacerbated regional supply tightness, limiting the increase in aluminum ingot output. On the cost side, a sudden notice of production suspension was issued for mining areas in Guinea where mining licenses were revoked late last Friday, sparking market concerns about the supply of bauxite raw materials, which may push up alumina costs. However, the specific impact remains to be evaluated. The demand side is under dual pressures from domestic seasonal weakness and trade uncertainties, making significant growth in the short term unlikely. Inventories of aluminum ingots have fallen to a low level compared to the same period last year, and tight spot liquidity is supporting aluminum prices. Overall, favorable macro conditions provide a floor for aluminum prices, and low inventories further strengthen price resilience. However, off-season pressure on the demand side limits upside room. In the short term, attention should be paid to the performance of domestic and overseas demand, as well as the supply situation of bauxite. As of May 19, the spot quote for SMM A00 aluminum remained at 20,220-20,240 yuan/mt, with an average price of 20,230 yuan/mt. Yunnan Aluminum has also been striving to improve the self-sufficiency rate of bauxite. Previously, the company stated that it is enhancing the self-sufficiency rate through the following methods: First, based on current exploration results, bauxite in Yunnan Province is mainly concentrated in areas such as Wenshan and Zhaotong, and the company will increase its efforts in bauxite development in Yunnan Province. Second, focusing on countries in Southeast Asia such as Laos, Indonesia, Vietnam, and Cambodia, the company will accelerate the acquisition of exploration rights for bauxite resources in surrounding areas and resource exploration. Third, the company will expedite the processing of existing exploration-to-mining permits, ensure resource continuity, and safeguard the amount of ore available for mining. Public information shows that during the reporting period, Yunnan Aluminum was mainly engaged in the mining of bauxite, production and sales of alumina, green aluminum, aluminum processing, and carbon materials for aluminum production. Its main products include alumina, prebaked anodes for aluminum production, graphitised cathodes, aluminum ingots for remelting, refined aluminum ingots for remelting, round and flat casting ingots of wrought aluminum and aluminum alloys, cast aluminum alloy ingots, round aluminum rods for electrical purposes, aluminum and aluminum alloy welding materials, etc. Meanwhile, the company actively expands its circular economy businesses, including comprehensive utilization of secondary aluminum, solid waste resources from aluminum production, and aluminum ash. It is worth mentioning that according to the company's 2024 performance report, the company achieved a total revenue of 54.45 billion yuan in 2024, up 27.61% YoY, hitting a record high since its listing. The net profit attributable to shareholders of the publicly listed firm was 4.412 billion yuan, up 11.52% YoY. The company mentioned in its annual report data that it currently has a production capacity of 1.4 million mt of alumina, 3.05 million mt of green aluminum, 1.6 million mt of aluminum alloys and aluminum processing products, and 820,000 mt of carbon products. Throughout 2024, the company actively sought to increase its electricity load, seized opportunities, and achieved rapid production resumptions in aluminum production. It promoted standardized production to enhance operational quality, achieving full coverage of standardized processes across the production lines of aluminum, alumina, and carbon products. The company achieved increased production and efficiency for its main products, producing 1.4088 million mt of alumina, 2.9383 million mt of primary aluminum, up 22.45% YoY, 805,800 mt of carbon products, up 2.85% YoY, and 1.2541 million mt of aluminum alloys and aluminum processing products, up 1.75% YoY. Yunnan Aluminum Co., Ltd. was also asked about the impact of new technologies on the future of the aluminum industry. In response, Yunnan Aluminum Co., Ltd. stated that in recent years, the aluminum smelting technology has developed rapidly, with significant breakthroughs in carbon-free anodes, inert anodes, high-end alloy rail transit, high-purity aluminum, 3C electronics, circular economy, and other areas. The impact on the future of the aluminum industry is mainly reflected in energy conservation and carbon reduction, energy efficiency improvement, cost reduction, industrial upgrading promotion, and green development facilitation. When mentioning the highlights of the company's future performance improvement, Yunnan Aluminum Co., Ltd. indicated that in the future, the company will continue to leverage its comprehensive competitive advantages in the green and low-carbon entire industry chain, continuously optimize the value chain of the green aluminum industry, and further enhance the brand influence and market value of "Green Aluminum • At Yunnan Aluminum". It will strive to build a "benchmark for first-class green aluminum enterprises", reward investors with sound operating performance, and gradually increase the dividend payout ratio as the company's operating performance improves.

SMM April 10 News: Green Journey, Co-creating a New Chapter in Circular Economy. In the face of global climate change and increasingly scarce resources, sustainable development has become a major challenge for the world. As a key part of the non-ferrous metal industry, the aluminum industry not only drives economic growth but also bears the historical mission of reducing environmental footprints and achieving the goals of "carbon peak" and "carbon neutrality." Against this backdrop, Shanghai and Anhui, as important provinces in east China, are gradually becoming new highlands for the development of the domestic secondary aluminum industry, leveraging their strong industrial base and forward-looking circular economy policies. Secondary aluminum, as a model for energy conservation, emission reduction, and improving resource utilization efficiency, is increasingly highlighting its strategic value. With comprehensive advantages in geographical location, resource aggregation, and policy support, Shanghai and Anhui have attracted numerous secondary aluminum enterprises, forming a complete industry chain from aluminum scrap recycling and processing to high-end aluminum alloy production. To this end, SMM organized a field trip to Shanghai and Anhui's secondary aluminum industry, aiming to gather industry elites, deeply explore the forefront of Anhui's secondary aluminum industry, and jointly discuss the green development path of the secondary aluminum industry. On April 10, SMM and the field trip members visited Anhui Lixing Aluminum Technology Co., Ltd. for exchanges. Company Profile Anhui Lixing Aluminum Technology Co., Ltd. was established on February 17, 2020, with its registered address at No. 1 Lixing Road, Wanzi District, Wuhu City, Anhui New Wuhu Economic Development Zone. Its business scope includes the manufacturing and sales of aluminum alloy rods, aluminum alloy ingots, liquid aluminum alloys, aluminum extrusions, aluminum alloy wheel hubs, and aluminum alloy die-castings, as well as related technical services and technology transfer; recycling, processing, and treatment of non-ferrous metal scrap; the company invested 800 million yuan to build a new project titled "Aerospace Aluminum Alloy New Materials, Lightweight Automotive Wheel Hub Production, and Solid Sodium Aluminate Processing Project." Upon completion, the project will produce 170,000 mt of aerospace aluminum alloy new materials, 3 million lightweight automotive wheel hubs, and 25,000 mt of aluminum ash comprehensive treatment annually. The company was established in 2020 and successively passed the necessary pre-production procedures such as energy assessment, environmental assessment, safety assessment, and trial production plan. The company entered the trial production phase on February 26, 2023. Advantage Analysis 1. Geographical (Cost) Advantage: Within a 50-kilometer radius of our company, there are multiple raw material supply points, such as Anhui Shengxin Aluminum Group Co., Ltd. and Xuancheng Huilu Aluminum Co., Ltd., allowing us to obtain raw materials at lower costs. 2. Product Variety Advantage: Our company specializes in producing 36 specifications of wrought aluminum alloy rods from the 1-series to the 7-series, as well as various standard and special grades of aluminum alloy ingots. With a rich product variety, we can meet customized customer needs and have strong risk resistance. 3. R&D Advantage: Our company has its own R&D team, with 90% of the team members holding bachelor's degrees or higher and possessing years of industry experience, enabling us to meet customer needs in a personalized manner. 4. Production Experience Advantage: Since our company started production in 2010, our production has increased from 10,000 mt/year to 140,000 mt/year. We have summarized various experiences and lessons, forming an internal production process parameter library. We adopt different production processes in different seasons to ensure product stability. Production-Related Equipment Contact: SMM Senior Manager of Non-Ferrous Metals, Shiyang Zhou Contact Information: 18121410342

Green Journey, Co-Creating a New Chapter in the Circular Economy. In the face of global climate change and increasingly scarce resources, sustainable development has become a major challenge for the world. As a key part of the non-ferrous metal industry, the aluminum industry not only drives economic growth but also bears the historical mission of reducing environmental footprints and achieving the goals of "carbon peak" and "carbon neutrality." Against this backdrop, Shanghai and Anhui, as important provinces in east China, are gradually becoming new highlands for the development of the domestic secondary aluminum industry, leveraging their strong industrial base and forward-looking circular economy policies. Secondary aluminum, as a model for energy conservation, emission reduction, and improving resource utilization efficiency, is increasingly highlighting its strategic value. With comprehensive advantages in geographical location, resource aggregation, and policy support, Shanghai and Anhui have attracted numerous secondary aluminum enterprises, forming a complete industry chain from aluminum scrap recycling and processing to high-end aluminum alloy production. To this end, SMM organized a field trip to Shanghai and Anhui's secondary aluminum industry, aiming to gather industry elites, deeply explore the forefront of Anhui's secondary aluminum industry, and jointly discuss the green development path of the secondary aluminum industry. On April 12, SMM and the field trip members visited Anhui Yishengyuan New Materials Co., Ltd. for exchange and communication. Company Profile Anhui Yishengyuan New Materials Co., Ltd. is located at No. 88 Binyang Road, Qingyang County Economic Development Zone, at the foot of the Buddhist sacred mountain Jiuhua, with excellent geographical location and convenient transportation, adjacent to the Jingtai Expressway and National Highway 318. The company is a new-type aluminum alloy material enterprise integrating R&D, production, sales, and deep processing. With an annual production capacity of 200,000 mt of aluminum-based new materials, the company's products include various grades of aluminum alloy ingots, aluminum-magnesium alloy ingots, and aluminum alloy liquid, with diverse and widely applicable product varieties. The company is equipped with domestically leading production and environmental protection equipment, having built a comprehensive utilization workshop for aluminum ash, capable of harmless and resourceful treatment and efficient utilization of aluminum ash; equipped with a professional detection center with a German OBLF spectrometer, committed to providing customers with efficient and accurate detection analysis services; the enterprise team has over 20 years of industry experience, having long provided complete vehicle supporting services for automakers such as Volkswagen, General Motors, Geely, and Chery; meanwhile, the company has a subsidiary in the renewable resources sector, providing high-quality renewable resource recycling services and environmental protection solutions, creating long-term value for customers and society. The company adheres to the principles of integrity, optimization, innovation, and customer first, rooted in integrity, established in business, and guided by innovation, insisting on green development, focusing on quality, striving for excellence, and always committed to providing high-quality services, paying attention to customer needs, pursuing customer satisfaction, mutual benefit, and common growth. We sincerely invite you to visit our company for exchange and communication, and to work together for progress. Contact: SMM Senior Manager of Non-Ferrous Metals, Shiyang Zhou Contact Information: 18121410342

SMM April 10 News: Green Journey, Co-creating a New Chapter in Circular Economy. In the face of global climate change and increasingly scarce resources, sustainable development has become a major issue for the world. As a key part of the non-ferrous metal industry, the aluminum industry not only drives economic growth but also bears the historical mission of reducing environmental footprints and achieving the goals of "carbon peak" and "carbon neutrality." Against this backdrop, Anhui, an important province in east China, is gradually becoming a new highland for the development of the domestic secondary aluminum industry, leveraging its strong industrial base and forward-looking circular economy policies. Secondary aluminum, as a model for energy conservation, emission reduction, and improving resource utilization efficiency, is increasingly highlighting its strategic value. Anhui, with its comprehensive advantages in geographical location, resource aggregation, and policy support, has attracted many secondary aluminum enterprises to settle, forming a complete industry chain from aluminum scrap recycling and processing to high-end aluminum alloy production. To this end, SMM organized a field trip to Anhui's secondary aluminum industry, aiming to gather industry elites, deeply explore the forefront of Anhui's secondary aluminum industry, and jointly discuss the green development path of the secondary aluminum industry. On April 10, SMM and the field trip members visited Shunbo Alloy Anhui Co., Ltd. for exchanges. Company Profile Shunbo Alloy Anhui Co., Ltd. is an investment project signed between Chongqing Shunbo Aluminum Alloy Co., Ltd. and the People's Government of Bowang District, Ma'anshan City, Anhui Province on May 12, 2021. The Ma'anshan project has a total investment of approximately 5.6 billion yuan, purchasing about 1,430 mu of land, and building a production site for green circular secondary aluminum, flat ingots, round ingots, and aluminum ash comprehensive utilization projects. The construction is divided into four phases: the first phase will produce 400,000 mt of green circular secondary aluminum annually, the second phase will build projects producing 300,000 mt of flat ingots and 200,000 mt of round ingots annually, the third phase will build a 100,000 mt aluminum ash comprehensive utilization project, and the fourth phase will build projects producing 150,000 mt of aluminum plates, aluminum foil, and 60,000 mt of aluminum extrusions annually, all of which are expected to be completed and put into operation by the end of 2025. Contact: SMM Senior Manager of Non-Ferrous Metals, Shiyang Zhou Contact Information: 18121410342

AICE 2025 SMM (20th) Aluminum Industry Conference and Aluminum Industry Expo is one of the most influential events in China's aluminum industry and will be grandly held at Suzhou International Expo Center from April 16-18, 2025 . This exhibition is not only an annual event for the aluminum industry but also serves as a high-quality platform that gathers global leading enterprises, experts, scholars, and industry elites, focusing on high-level dialogues, industry exchanges, and product showcases. AICE 2025 focuses on the hot topics of global aluminum industry development, deeply delves into the cutting-edge technologies and trends of the aluminum industry, and showcases and exchanges the latest research achievements and practical experiences in upstream aluminum, aluminum rolling - aluminum plate/sheet, strip and foil, aluminum extrusion - tubes, rods, wires, and profiles, secondary and die-casting, aluminum melting and casting equipment, and auxiliary materials . Click to Register At this Aluminum Industry Conference and Aluminum Industry Expo, Anhui Sunti Alloy Co., Ltd. will attend and exchange with the latest products and practical experiences, working with industry peers to create an innovative, high-quality, efficient, and sustainable aluminum industry chain, promoting new leaps in the aluminum industry. AICE 2025 SMM (20th) Aluminum Industry Conference and Aluminum Industry Expo will discuss, build, and share with global elites, empowering the entire aluminum industry chain. AICE 2025 will leverage the organizer's influence to integrate the three key tracks of industry, academia, and research, stimulate innovation in the aluminum industry, and contribute to the industry's development and progress, striving for the prosperity and success of the aluminum industry. We look forward to meeting you on-site! Anhui Sunti Alloy Co., Ltd. Booth Number: D08 Cooperation, Challenge, Win-Win Sunti Alloy Co., Ltd. is located in Dangtu Economic Development Zone, Ma'anshan City, Anhui Province, focusing on the recycling and processing of secondary copper and aluminum, and is committed to providing customers with one-stop R&D, production, and sales services for secondary aluminum alloy and secondary copper products. The company was established in 2022, with a project covering 680 mu. The first phase is a 500,000 mt aluminum-based new materials project, producing various grades of aluminum alloy ingots, aluminum billets, aluminum flat ingots, and other national standard products. The second phase is an aluminum ash comprehensive utilization project, providing efficient solutions for the harmless treatment of aluminum ash. The third phase is a 500,000 mt copper-based new materials project, producing high-performance and high-precision copper-based materials, promoting the high-end, intelligent, and green development of the copper industry. Looking ahead, the company will take firmer steps towards new heights, aiming to become a leader in the international secondary non-ferrous metals industry. 1 Aluminum Alloy Ingots ADC12, AlSi9Cu3, A380/YL113, AlSi12Cu1Fe/A360, EN601/ADC3, ADC14/R14, AlSi10Mg(Fe), AlSi12(Fe), A413, etc. 2 Aluminum Billets, Flat Ingots Mainly producing 6-series and 7-series, specific models include 6061, 6063, 6005, 6082, etc. 3 Copper-Based New Materials Copper Rods: T1, T2, T3; Blister Copper, Copper Plates, Copper Anodes, Alloy Copper