Based on the current real-time prices, the total cost loss in the Jin-Yu region is around 500 yuan, with a cash cost loss of approximately 350 yuan. Some alumina production capacities in Shandong, Guizhou, and Guangxi are also facing significant losses. The reason why alumina companies continue to maintain normal production is mainly due to concerns about losing long-term customers, expectations of cost reductions, as well as factors such as cash flow reserves and advantages in the industrial chain.
