[SMM Flash] SHFE data shows that on July 22, total registered warrants for cast aluminum alloy stood at 18,183 mt, a decrease of 272 mt from the previous trading day. Specifically, Shanghai recorded 1,564 mt (down 31 mt), Guangdong 2,059 mt (down 29 mt), Jiangsu 4,166 mt (down 61 mt), Zhejiang 6,426 mt (down 91 mt), Chongqing 3,183 mt (down 60 mt), and Sichuan 785 mt (unchanged).

Researchers at Purdue University have developed a new cobalt-aluminum (CoAl) intermetallic alloy that combines ultra-high strength with improved ductility. The material achieved a yield strength of 6 GPa, around 6–10 times stronger than high-strength structural steel, while sustaining 15% plastic strain under room-temperature compression. The breakthrough overcomes the brittleness traditionally associated with intermetallic compounds and could support next-generation aerospace, turbine, energy, and defence applications.

[SMM Aluminum Alloy Daily Review] Today, ADC12 market quotations remained stable overall. Under the dual impact of cost support and weak demand, the wait-and-see sentiment in the market further intensified, and most manufacturers maintained stable prices and sold, with little willingness to adjust prices. It is expected that ADC12 prices will continue to move sideways in the short term, and future trends will still depend on changes in aluminum scrap costs and the recovery of end-user orders.

[ADC12 Price Daily Review: Aluminum Alloy Futures Range-Bound Tug of War, Long-Short Stalemate; Spot Cost Support Struggles to Overcome Weak Demand] Today, the aluminum alloy 2609 contract in the day session opened higher and consolidated. It opened at 23,020 yuan/mt, hit an intraday high of 23,070 yuan/mt, dipped to a low of 22,925 yuan/mt, and last traded at 23,005 yuan/mt, up 135 yuan/mt, or 0.59%, from the settlement price.

The global automotive industry is accelerating its transition to low-carbon and intelligent technologies, with China’s automotive industry moving 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 the upgrading of automotive materials such as aluminum, steel, and magnesium, and causing a surge in demand for lightweight new materials. Combined with the implementation of the EU carbon tariff, the low-carbon transformation of the industry chain is imminent. As the 15th Five-Year Plan begins and the dual carbon goals deepen, the industry urgently needs a professional platform to address material and technical challenges. Against this backdrop, will be held on September 10-11, 2026 in Shanghai , SMM partnering with the exclusive title sponsor of drinking water - Anhui Xiongchuang Aluminum Alloy New Material Co., Ltd. , sincerely invites industry colleagues to participate, promoting the deep evolution of the automotive supply chain towards green, lightweight, intelligent, and globalized directions. Click to attend, and we look forward to meeting you at the conference. Anhui Xiongchuang Aluminum Alloy New Material Co., Ltd. was founded in October 2018, with a registered capital of 100 million yuan, located at No. 12 Yanghuai Road, Suixi County Economic Development Zone, Huaibei City, Anhui Province. It is a private enterprise integrating research, production, and sales of new-type aluminum alloy materials. The company covers a total site area of 63,603 m², approximately 95.5 mu. The planned total building area is 32,000 m², complemented by supporting public auxiliary projects. The total project investment is approximately 150 million yuan, of which construction investment is 95 million yuan. The overall designed capacity is 150,000 mt per year. The main products are various grades of high-quality cast aluminum alloy ingots, aluminum alloy liquid, and secondary aluminum alloy rods, primarily applied in fields such as automotive and new energy. The main production equipment selects domestically advanced high-efficiency energy-saving automatic melting furnaces, achieving high efficiency, energy saving, reduced slagging, and improved aluminum liquid purity. The production equipment, technical level, and economic indicators have reached the advanced level of similar domestic production processes. The company is committed to the research and manufacturing of aluminum as an substitute for steel and copper, promoting the lightweighting of automotive, rail transit, and aerospace components to achieve energy conservation and emission reduction, and protect the global environment. For every mt of secondary aluminum recycled, we can reduce ore mining by 11 mt, cut carbon dioxide emissions by 0.8 mt, reduce sulfur dioxide emissions by 0.6 mt, lower solid scrap discharge by 20 mt, save 22 m³ of water, and conserve 14,000 kWh of electricity. Advancing with unstoppable momentum, breaking through through innovation! Xiongchuang Aluminum builds its backbone with integrity and creates brilliance with service! In the future, we will fully leverage our industrial advantages, integrate resources from all sides, focus on market development directions, and create greater 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

[Full-Scale US-Iran War Risks Climb, Strengthening Short-Term Upward Drivers for Aluminum Prices] Overall assessment suggests that with the volatile Middle East situation, persistent market concerns over interest rate hikes, and continuously recovering supply, the destocking trend will be hard to reverse in the short term. Amid the tug-of-war between longs and shorts, aluminum prices are expected to consolidate and adjust in the near term. Going forward, close attention should be paid to the progress of production resumptions in the Middle East, the trajectory of geopolitical conflicts, LME aluminum ingot inventory changes, and the status of China’s downstream processing orders.

[SMM Cast Aluminum Alloy Morning Comment: Overnight Aluminum Alloy Futures Narrowly Rebounded, Tug-of-War Between Sellers and Buyers Continues in Off-Season] On Tuesday, the ADC12 market remained in the doldrums, with the quotation center edging slightly lower. Fundamentally, the pullback in aluminum prices weakened cost support; meanwhile, the off-season effect continued to intensify, downstream buyers maintained just-in-time procurement, and overall transactions were sluggish.

In H1, the industry showed distinct characteristics: upstream raw material imports experienced a mix of hot and cold trends, while mid-and downstream aluminum processing product exports saw explosive growth. Diverging domestic and overseas demand, shifting overseas manufacturing orders, and changes in the overseas raw material supply landscape are jointly reshaping the trade pattern of China's aluminum industry chain.

[SMM Flash News] SHFE data showed that on July 21, the total registered cast aluminum alloy warrants amounted to 18,455 mt, a decrease of 243 mt from the previous trading day. Among them, Shanghai registered 1,595 mt (a decrease of 0 mt), Guangdong 2,088 mt (a decrease of 30 mt), Jiangsu 4,227 mt (a decrease of 213 mt), Zhejiang 6,517 mt (a decrease of 0 mt), Chongqing 3,243 mt (a decrease of 0 mt), and Sichuan 785 mt (a decrease of 0 mt).

As the global automotive industry accelerates its transition toward low-carbon and intelligent technologies, China's automotive sector is advancing from scale-driven advantages to dual leadership in both technology and supply chains. In 2025, the penetration rate of new energy vehicles in China surpassed 50%, driving upgrades in automotive materials such as aluminum, steel, and magnesium, with surging demand for new lightweight materials. With the implementation of the EU carbon border tax, the industry chain faces an urgent need for low-carbon transformation. Coinciding with the start of the 15th Five-Year Plan and the deepening phase of the dual-carbon goals, the industry urgently needs a professional platform to address material technology challenges. Against this backdrop, will be held on September 10-11, 2026 in Shanghai . SMM joins hands with Alumi Technology Co., Ltd. to sincerely invite industry colleagues to participate, promoting the deep evolution of the automotive supply chain toward green, lightweight, intelligent, and globalized development. Click to attend. We look forward to meeting you at the conference. Innovative Alloys, Shaping the Future of Aluminum Alumi Technology Co., Ltd. leveraging national strategic policies for clean new energy development and automotive lightweighting, has invested approximately 500 million yuan in the Caidian Economic and Technological Development Zone in Wuhan to build an R&D and production site for lightweight aluminum alloy automotive parts. Covering about 80 mu, the site was recognized in 2023 with titles such as "Wuhan Municipal Major Project" and "High-Quality Development Outstanding Enterprise." It has also been certified as a "Technology-Based SME" and an "Innovative SME," with multiple R&D patent achievements. Alumi Technology's intelligent factory spans approximately 39,000 square meters and includes multiple processing workshops for extrusion, assembly, and joining. It can simultaneously meet clients' needs for profile extrusion, CNC, stretch bending, and welding processes. Contact Information Luo Liang 159 0275 9985 SMM Conference Contact Sun Lingchen 151 6685 2590 sunlingchen@smm.cn