Recently, the aluminum oxide industry has seen an increase in maintenance activities. Companies such as Weiqiao, Lubei, Huajin, Chuangyuan, and Bosai are undertaking planned or unexpected short to medium-term repairs, which means that aluminum oxide supply remains unable to increase.
On the demand side, the operating levels of electrolytic aluminum in northern regions are generally stable at high levels. In the southwestern region, with Anshun Aluminum and Qimingxing Aluminum beginning to resume production, and Shuangyuan Aluminum gradually entering the replacement cycle, there are conditions for a slight increase in aluminum oxide demand.
Overall, given that there are no significant changes in supply and demand, aluminum oxide prices are likely to reflect a premium pattern. Price fluctuations will primarily depend on active market transactions driven by urgent procurement in short cycles.
