China's Aluminum Exports Surge Since Late March, Inventory Depletion Expected to Accelerate in May

According to institutional data and multiple brokerage reports, aluminum processing plants in China received significantly increased overseas orders since late March. Export products are primarily profiles for automotive, aerospace, marine, and heat dissipation applications, with overseas automotive and power grid aluminum demand showing the strongest growth. Multiple brokerages expect aluminum export orders to remain robust in May, with domestic inventory depletion set to accelerate.
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