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铝价下跌 因美国将更多铝衍生产品列入50%关税清单
Wen Hua Cai Jing· 2025-08-18 10:34
Group 1 - LME aluminum prices declined due to the US expanding the 50% import tariff to more aluminum derivative products, creating uncertainty in demand [1] - The main aluminum contract in Shanghai reached a low of 20,550 yuan per ton, the lowest since August 6 [1] - The three-month aluminum price fell by 0.65% to $2,590 per ton, hitting a low since August 12 [1] Group 2 - The US government announced on August 15 that it would add 407 product codes to the tariff list, affecting various aluminum and steel-containing products [1] - The expanded tariff list will officially take effect on August 18 [1] - China's aluminum production in July 2025 was 3.78 million tons, a year-on-year increase of 0.6%, with a cumulative production of 26.38 million tons from January to July, up 2.8% year-on-year [1] Group 3 - China's aluminum ore and concentrate imports in July 2025 reached 20.06 million tons, a year-on-year increase of 34.2%, with a cumulative import of 123.26 million tons from January to July, up 33.7% [2] - In July, China's exports of unwrought copper and copper products were 190,796 tons, a year-on-year increase of 35.4%, with a cumulative export of 934,046 tons from January to July, up 10% [2] Group 4 - A Singapore aluminum trader noted that the new tariff plan has negatively impacted market sentiment for base metals [3] - Technical analysts predict that three-month copper may test support levels between $9,567 and $9,620 per ton, with potential further declines if these levels are breached [3] - The three-month aluminum price may test support around $2,547 per ton, with further declines possible if this support is broken [3]