Since late October, shipments of board, strip, and cable terminals have resumed actively. Before October, the downstream delivery performance was better, but after the holiday, the atmosphere for downstream delivery was poor. On the one hand, prices continued to fall, and the downstream wait-and-see mood was strong. However, the situation reversed when prices began to rebound in late October, and terminal companies picked up goods. It is relatively positive. Even if the price has rebounded to around 19,200 yuan recently, the pace of picking up goods has not weakened, and the sales of some companies are still higher than their output;
The overall profit of aluminum foil processing this year is relatively poor, and the competition in the processing industry is very intense. Since the beginning of this year, there have been more production lines of cast-rolled coil companies, which has led to more intense competition in the industry. Processing fees have been lowered. Especially with the scale advantage of large companies and the blessing of tax incentives for recycled waste, the performance of small and medium-sized enterprises has been even more uncomfortable, especially for waste.
The profit performance was poor after the price difference narrowed; however, the performance of the aluminum pole industry is relatively stable at present. Since the post-holiday period, State Grid orders have been released well. There is a possibility of a rush period for downstream companies before the end of the year. Recent orders have been relatively good.
