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Top Stories
China's H1 2026 solar installations fall 66% after record 2025 additions as developers adjust to pricing reforms
SupplementAL
China's solar power installations declined sharply in the first half of 2026 after record additions a year earlier, as the market adjusted to changes in the country's renewable energy pricing mechanism. According to an analysis by the China Photovoltaic Industry Association based on official data, China installed 72.07 GW of new solar capacity during January-June 2026, down 66 per cent from 212.21 GW in the same period of 2025. In June, new installations stood at 12.48 GW, a decline of 13.1 p ...
Weak end-use demand caps the rise, and aluminium price consolidation pattern persists
Primary AL
Futures: In the night session on July 24, the most-traded SHFE aluminium contract opened at RMB 23,195 per tonne, reached a high of RMB 23,220 per tonne and a low of RMB 23,105 per tonne, and finally closed at RMB 23,205 per tonne, down 0.09 per cent from the previous settlement. During this period, after rebounding, prices consolidated at highs and closed with a small bearish candlestick. Prices moved within the short-term dense moving average range of MA5 (23,232.43), MA10 (23,220.90), MA20 ...

Primary AL
The London Metal Exchange (LME) aluminium price chart continued to record a declining trend across all the pricing segments at the close of the June 24 trading session. Only the alumina pricing segment showed consistency. The LME aluminium cash bid as well as offer prices eased by 0.59 per cent day-on-day. The bid reached USD 3,174.5 per tonne on July 24 from USD 3,193.5 per tonne on July 23. The offer shifted to USD 3,175 per tonne from USD 3,194 per tonne. Explore: The most comprehensive ...
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Robust aluminium semis exports underscore China demand resilience amid supply pressures
Downstream
27 Jul 2026
According to General Administration of Customs of People's Republic of China (GACC), in June 2026, China exported a total of 485,000 tonnes of aluminium sheets, strips, and foil, rising 10.4 per cent month-on-month and 37.9 per cent year-on-year. Specifically, exports of aluminium strips, and sheets reached 354,000 tonnes, up 10.7 per cent month-on-month and 44.1 per cent year-on-year, while aluminium foil exports stood at 131,000 tonnes, increasing 9.7 per cent month-on-month and 23.7 per ce ...
Wallhack unveils CNC aluminium gaming keyboard ahead of July 24 launch
End User
26 Jul 2026
Gaming hardware maker Wallhack has revealed its first gaming keyboard, expanding its product portfolio beyond gaming mice with the introduction of the Wallhack K-001. The company shared an early preview of the keyboard through its official X account ahead of its scheduled launch on July 24, 2026, showcasing a design centred on premium aluminium construction and Hall-effect switch technology. CNC aluminium body targets premium gaming market The Wallhack K-001 features a CNC-machined aluminiu ...
Meiji exits China dairy business after losses top over USD 47.2 million
End User
26 Jul 2026
Meiji Holdings is exiting its dairy business in China after agreeing to sell its drinking milk, yoghurt and business-to-business (B2B) operations to Shanghai AustAsia Food in a deal worth up to RMB 320 million (USD 47.2 million), marking a strategic shift towards higher-priority businesses, including chocolate.  The transaction includes Meiji's dairy operations under Meiji (China) Investment, Meiji Dairies Tianjin and Meiji Dairies Suzhou. Before completion, Meiji will transfer the businesses ...
Cost support battles weak demand; short-term ADC12 prices move sideways
Recycled AL
26 Jul 2026
Aluminium scrap: This week, the aluminium scrap market stayed high while moving sideways, with overall limited price fluctuations. On July 23, SMM A00 spot aluminium prices closed at RMB 23,260 per tonne, up slightly by RMB 90 per tonne W-o-W. Regarding the price spread between primary aluminium and scrap, on July 23, the price difference between A00 aluminium and mixed aluminium extrusion scrap free of paint in Foshan was approximately RMB 2,100 per tonne, and the price difference between A0 ...
Middle East conflict reaches Indian supermarket through Diet Coke, squeezing aluminium can supply
End User
25 Jul 2026
The effects of the ongoing Middle Eastern conflict are now being felt beyond global shipping lanes, reaching supermarket shelves in India through a higher-priced Diet Coke. Supply disruptions affecting aluminium cans have prompted Coca-Cola to change its packaging strategy, illustrating how geopolitical tensions can quickly ripple through consumer goods supply chains. According to a Reuters report, commercial shipping through the Strait of Hormuz, a vital route for aluminium cans and related ...
The aluminium processing operating rate fell 0.2 percentage points to 61.1 per cent this week, the off-season effect deepened and continued
Downstream
25 Jul 2026
This week, the operating rate of leading Chinese aluminium downstream processors fell to 61.1 per cent, down 0.2 percentage points W-o-W. The off-season effect deepened, putting broad-based pressure on various sectors. Aluminium plate/sheet and strip, aluminium wire and cable, and aluminium foil kept operating rates stable, providing bottom support, while primary aluminium alloy led the decline, and aluminium extrusion and secondary aluminium moved lower this week. The operating rate of prima ...
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