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  The center of processing fees has risen since April, while the supply side of aluminum billets has maintained a stable performance [SMM Analysis]

  [SMM Analysis: The Center of Processing Fees Has Risen Since April, While the Supply Side of Aluminum Billets Remains Stable] Calm seas! Since April, the domestic supply of primary aluminum billets has remained stable. Despite the tariff war initiated by the US since early April, which once caused a "storm" in the domestic aluminum market, with the most-traded SHFE aluminum contract briefly touching the 19,000 yuan level. However, as a blessing in disguise, the aluminum prices, which were significantly dragged down by the macro front, allowed the aluminum billet processing fees to rise sharply. In May, as aluminum prices slowly recovered above the 20,000 yuan level, although the processing fees came under some pressure, due to...

• 【SMM analysis】2025 Lithium Battery Recycling Industry Policy Analysis

  The 2025 lithium battery recycling policies emphasize a dual logic of "regulation + incentives". By raising technical thresholds, strengthening full-lifecycle management, and increasing fiscal support, the policies aim to transition the industry from fragmented competition to high-quality development. Subsidies and relaxed import/export conditions are expected to alleviate long-term economic imbalances in the recycling sector.

• [SMM Analysis]Dazhong Mining Accelerates the Formation of an 'Iron Ore + Lithium Ore' Dual-Driven Strategy

  Dazhong Mining Accelerates the Formation of an 'Iron Ore + Lithium Ore' Dual-Driven Strategy

• The center of processing fees has risen since April, while the supply side of aluminum billets has maintained a stable performance [SMM Analysis]

  [SMM Analysis: The Center of Processing Fees Has Risen Since April, While the Supply Side of Aluminum Billets Remains Stable] Calm before the storm! Since April, the domestic supply of primary aluminum billets has remained stable. Despite the tariff war initiated by the US since early April, which once caused a "panic" in the domestic aluminum market, with the most-traded SHFE aluminum contract briefly touching the 19,000 yuan level. However, as a silver lining, the aluminum prices, which were significantly dragged down by the macro front, allowed the processing fees of aluminum billets to rise sharply. In May, as aluminum prices slowly recovered to above 20,000 yuan, although the processing fees came under some pressure, due to...

• Brief Analysis of Silicone Export Data in April 2025 [SMM Analysis]

  [SMM Analysis: Brief Analysis of Silicone Export Data in April 2025] In April 2025, China's exports of primary polysiloxane in silicone form reached 47,600 mt, down 9.07% MoM and up 4.16% YoY. From January to April 2025, the cumulative exports of primary polysiloxane in silicone form amounted to 182,300 mt, up 8.71% YoY. Among them, South Korea was the largest trading partner in April, with a trade volume of 9,500 mt, up 2.15% MoM from April, maintaining its position as the top trading partner.