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FundamentalsDuring the prevalence of COVID-19 in 2021, the policy persisted in implementing rigorous control measures. This along with high inflation, resulted in commodity prices reaching a new record high. However, the fourth quarter witnessed a steep decline in these high levels and market sentiment remained subdued as we entered 2022. Economic activities in Shanghai were suspended for two months from the end of March due to the worsening pandemic situation, causing the city’s GDP in the second quarter of 2022 to drop by 13.7% year-on-year. Global debt stocks fell significantlyAccording toSEE DETAILS

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3月30日周四下午,中国汽车流通协会组织召开了部分汽车主机厂参加“国六B切换情况”座谈会。史上最严排放标准国六B将于7月1日正式实施,整车厂及贸易流通企业面临去库存的难题,本次会议透露,目前国六B非RDE车型还有200万辆左右的库存未消化。参会企业建议:对于生产端的切换严格按政策文件执行,在今年6月30日之前全面停止不符合排放标准车辆的生产;而对于进入流通端、于6月30日前生产下线的车辆,不对环保产生增量的影响,也为避免造成大量的浪费损失,建议国家给予6~12个月的销售过渡期,以利于汽车市场的稳定、行业企业的经营过渡和环保政策的完美落实。中国汽车流通协会回复:将尽快对各企业所提问题进行汇总后,呈报相关政府部门,促进行业健康、平稳发展。由于排放标准国六B将于7月1日正式实施,整车厂及贸易流通企业面临去库存的难题,厂商压力大,正降价促销。从去库存再传导到上游压铸,对铝合金产生直接影响。据部分国内大型冶炼厂反馈,整车厂减少产能,已经通知压铸零部件供应商暂停供货或减少供应量,压铸厂减少铝水和铝合金的用量,部分大型冶炼厂有减产20%,配合下游去库存。 经历过疫情三年,业内本来对3-4月(压铸行业的传统旺季)普遍有强预期,认为3月开始压铸企业开工率会大幅提升,带动铝合金需求,今天是3月最后一天,期望基本落空,压铸厂开工率变化不大,铝合金销量低迷,价格低位震荡,压铸厂刚需采购。按照以往的经验,车企去库存导致上下游需求不旺,可能需要一些时间消化。两会后国家稳经济促发展促消费的政策密集出台,业内同仁对今年铝行情还是有所期盼,希望加快整车去库速度,缓解压铸厂开工率低的问题,促使行业健康平衡发展。收录于合集 #行业动态 13个上一篇春节后大宗商品价格会上涨?下一篇檀一参加2023年第十八届国际铝业峰会...

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We are glad to inform that on 11th Nov 2022, Huicheng International Trade Pte. Ltd. will be relocated to:Room 810 Building B, Luneng International CentreNo 52 Shi Bo Guan Road, Shanghai 200126, ChinaPlease note that our telephone and fax numbers will remain unchanged.

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FundamentalsDuring the prevalence of COVID-19 in 2021, the policy persisted in implementing rigorous control measures. This along with high inflation, resulted in commodity prices reaching a new record high. However, the fourth quarter witnessed a steep decline in these high levels and market sentiment remained subdued as we entered 2022. Economic activities in Shanghai were suspended for two months from the end of March due to the worsening pandemic situation, causing the city’s GDP in the second quarter of 2022 to drop by 13.7% year-on-year.Global debt stocks fell significantlyAccording toSEE DETAILS

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