Affected by the maintenance of main enterprises and the adjustment of production of some enterprises, the current spot supply of aluminum hydroxide in the north is tight, and the downstream users have significantly improved their procurement enthusiasm in order to ensure the supply of raw materials. Terminal enterprises in Shandong, Henan and other places have cross-regional inquiries to cargo holders such as Guangxi and Guizhou, and the negotiation atmosphere has begun to warm up. Some of the early unsalable hydrogen aluminum inventory materials, such as foreign goods, recently the shipment situation has also improved.

The supply of aluminum hydroxide is as follows:

Enterprise A: Built capacity 17.5 million tons, the current operation of the plant 16.5 million tons, its Zhanhua plant technical transformation is completed, Zouping, Beihai plant part of the roasting maintenance in turn, aluminum hydroxide supply reduced, slow delivery.

Enterprise B: Located in North Lubei area, the company has built a production capacity of 1.5 million tons. Due to the system replacement in production this month, the current production is mainly guaranteed, the supply of aluminum hydroxide is reduced, and there is no spot export.

Enterprise C: The enterprise is located in Ludong area, built capacity of 1.7 million tons, the current plant operation of 1.65 million tons, aluminum hydroxide to the chief executive single shipment, no spot export.

Enterprise D: The enterprise is located in the western Henan region, the completed production capacity of 2.8 million tons, supported by the ore supply relief, the operating rate has picked up slightly, the current plant operation of 1.2 million tons, aluminum hydroxide can ensure a certain amount of export supply.

Enterprise E: The enterprise is located in the western Henan region, built production capacity of 2.1 million tons, imported ore is supplemented, the start of operation rose to full load, the current plant operation of 2.1 million tons, aluminum hydroxide daily rarely exported, with its own 20,000 tons/year of hydrogen aluminum powder processing capacity, at this stage there is no spot supply of hydrogen.

In summary, due to the current tight alumina supply pattern does not change, some enterprises give priority to ensure the implementation of alumina long order, and the supply of aluminum hydroxide continues to tighten. At the same time, the sharp increase in the intention to quote alumina continues to benefit the shipment mentality of hydrogen aluminum, and the transaction focus is still expected to rise.

After experiencing a long-term oversupply situation, aluminum hydroxide finally ushered in a warmer trading atmosphere. However, with the rapid expansion of the industry's production capacity, its competition has become increasingly fierce, the low-end market demand is gradually saturated, and the high-end market has technical barriers, which still restricts the development of the industry.