[Weekly Review of Aluminum Scrap and Secondary Aluminum]The price difference between A00 aluminum and aluminum scrap narrowed sharply, and with cost support, the spread between ADC12 and primary aluminum continued to widen.

Higher copper prices are accelerating the adoption of aluminum wiring across the automotive industry. Ferrari, BMW, Stellantis, Tesla, XPeng, Xiaomi and AVATR have expanded the use of aluminum conductors in selected vehicle models to reduce costs and vehicle weight. Aluminum costs about one-quarter as much as copper and weighs only around one-third as much, making it increasingly attractive for EVs. JPMorgan expects aluminum to replace about 6% of global copper demand by 2030 as material substitution accelerates.

As the global automotive industry accelerates its low-carbon and intelligent transformation, China’s automotive industry is shifting from scale advantages to dual leadership in technology and supply chains. In 2025, the penetration rate of new energy vehicles in China exceeded 50%, driving upgrades in automotive materials such as aluminum, steel, and magnesium, and triggering a surge in demand for lightweight new materials. Coupled with the implementation of the EU carbon tariff, low-carbon transformation across the industry chain has become urgent. At the outset of the 15th Five-Year Plan and amid the deepening “dual-carbon” phase, the industry urgently needs a professional platform to address material technology challenges. Against this backdrop, will be held September 10-11, 2026 in Shanghai . SMM together with the exclusive title sponsor for drinking water — Anhui Xiongchuang Aluminum Alloy New Material Co., Ltd. —sincerely invites industry peers to attend, helping drive the automotive supply chain toward deeper evolution in green, lightweight, intelligent, and global directions. Click to attend; we look forward to meeting you at the conference. Anhui Xiongchuang Aluminum Alloy New Material Co., Ltd. was established in October 2018 with registered capital of 100 million yuan. Located at No. 12 Yanghuai Road, Economic Development Zone, Suixi County, Huaibei City, Anhui province, it is a private new-type aluminum alloy materials enterprise integrating R&D, production, and sales. The company’s total land area is 63,603 m², equivalent to approximately 95.5 mu. The planned total building area is 32,000 m², with supporting utility and auxiliary works to be constructed. Total project investment is approximately 150 million yuan, including 95 million yuan in construction investment. The overall designed capacity is 150,000 mt per year. Its main products include high-quality cast aluminum alloy ingots of various grades, molten aluminum alloy, and secondary aluminum alloy rods, mainly used in sectors such as automotive and new energy . Key production equipment includes domestically advanced high-efficiency, energy-saving automatic melting furnaces, achieving high efficiency, energy savings, reduced dross generation, and improved molten aluminum purity. The production equipment, technical standards, and economic indicators have reached an advanced level among comparable production processes in China. The company is committed to R&D and manufacturing initiatives to substitute aluminum for steel and aluminum as an substitute for copper, promoting lightweighting of components for automobiles, rail transit, and aerospace, achieving energy conservation and emissions reduction, and protecting the Earth’s environment. For every 1 mt of secondary aluminum we recycle and reuse, we can reduce ore mining by 11 mt, cut carbon dioxide emissions by 0.8 mt, reduce sulfur dioxide emissions by 0.6 mt, reduce solid scrap emissions by 20 mt, save 22 m³ of water, and save 14,000 kWh of electricity. Soaring ahead with innovation to break through! Xiongchuang Aluminum Alloy uses integrity to build its backbone and service to forge brilliance! In the future, we will fully leverage our industrial strengths, integrate resources from all sides, target market development trends, and create more value for our clients. Contact Information Mr. Liu 181 0561 3888 Mr. Yang 151 3040 8133 SMM Conference Contact Lv Junlei 176 1601 9596 lvjunlei@smm.cn

India’s finished steel consumption rose 7% to 161 million tonnes in FY26, marking the slowest post-pandemic growth. Infrastructure demand stayed flat at 45 million tonnes as project execution, highway construction and fund disbursement slowed. Manufacturing became the main growth driver, with engineering, capital goods, consumer durables and automobiles lifting combined demand to 60 million tonnes and contributing over 70% of incremental growth. BigMint expects demand to rise to 175 million tonnes in FY27 as infrastructure recovers.

An official from the Department of Consumption Promotion of the Ministry of Commerce commented on China's consumer market in May 2026. As China's consumer market undergoes structural optimization and upgrading, household consumption is shifting from being dominated by goods to a balance of goods and services. From January to May, total retail sales of social consumer goods and services increased by 2.8% YoY (the same hereinafter); total retail sales of consumer goods reached RMB 20.6 trillion, up 1.4%, of which retail sales of consumer goods excluding automobiles grew 2.7%; and service retail sales rose 5.4%. In May, the domestic retail penetration rate of NEVs reached 62.9%, setting a new record high. Big data from the Ministry of Commerce shows that from January to May, sales of smart glasses on key platforms grew 2.8 times, sales of handheld photography equipment increased 24.2%, sales of smart blood glucose meters rose 14.7%, and sales of organic food were up 3.6%.

The National Bureau of Statistics (NBS) recently released data showing that from January to May, total retail sales of social consumer goods reached 20,603.1 billion yuan, up 1.4% YoY. Of this, retail sales of consumer goods excluding automobiles were 19,002.2 billion yuan, up 2.7%. In May, total retail sales of social consumer goods were 4,109 billion yuan, down 0.6% YoY. Of this, retail sales of consumer goods excluding automobiles reached 3,778.1 billion yuan, up 1.1%.