Analysis of China's Aluminum Industry Situation

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At present, my country's alumina production ranks second in the world, electrolytic aluminum production has jumped to the first in the world, and aluminum processing material production is basically close to the world's first level, making China a major aluminum industry country in the world. 　　From the perspective of my country's medium and long-term economic development requirements, the current alumina production cannot meet the needs. Therefore, it is necessary to vigorously develop and utilize overseas alumina resources, and at the same time actively develop domestic alumina production. 　　At present, my country's aluminum industry mainly produces primary products with low added value. Deep-processed products with high technical content are still imported in large quantities, and the product structure is unreasonable. The production of recycled aluminum has reached a large scale, and the output of recycled aluminum has surpassed Japan to rank second in the world. However, the utilization rate of aluminum secondary resources is not high, and the loss rate of scrap aluminum in the recycling process is much higher than that in developed countries. * * . Aluminum recycling technology is relatively backward, and recycled aluminum production enterprises are small in scale. 　　my country's energy supply situation is severe and has become a key bottleneck restricting the development of the aluminum industry. In 2002, the added value of my country's aluminum industry was less than 40 billion yuan, accounting for 0.3% of the gross domestic product (GDP) that year. However, the electricity consumption for electrolytic aluminum production accounted for 4.1% of domestic electricity consumption. The increased energy consumption of 10,000 yuan of industry reached 20 tons of standard coal, which is 10 times the national industrial average. Due to the large amount of energy consumption, the development of my country's aluminum industry must be subject to the optimal allocation of national electric energy. Due to the lack of bauxite and energy advantages, our country cannot develop as the world's aluminum industry manufacturing center, nor can it export large quantities of aluminum products in the long term. Especially electrolytic aluminum and alumina, since they are both resource-based primary products, their exports need to be strictly controlled. Of course, measures to restrict the export of high-energy-consuming products should be consistent with the actual conditions of domestic and foreign markets and cannot completely exclude the reasonable flow of a small number of high-energy-consuming products in domestic and foreign markets. 　　In addition, nationwide, most regions do not have the conditions to develop alumina and electrolytic aluminum production. Those that do have the conditions are mainly the "Three West" regions (referring to Shanxi, northern Shaanxi, and western Inner Mongolia), Northern Henan (northern Henan), Guixi (western Guangxi), and central and northern Guizhou in Guizhou. (First, it has abundant bauxite resources that can be reasonably developed and utilized. ； Second, there are abundant energy resources, especially hydropower resources, which can provide cheap and stable power supply. ) According to the current actual situation of my country’s aluminum industry, * * Proposed policies for the future aluminum industry: First, we must formulate and implement special plans and industrial development policies for the aluminum industry, reasonably determine the scale of development, and standardize investment behavior to adapt the development of the aluminum industry to my country's resources, energy, and market needs. Second, we must strictly enforce access standards, strictly implement new electrolytic aluminum projects, and restrict existing companies from blindly expanding production capacity. ； Strictly implement the construction of alumina projects to ensure the orderly development of the alumina industry. Third, we must speed up the adjustment of industrial structure, support the joint reorganization of electrolytic aluminum enterprises and upstream and downstream enterprises, encourage aluminum and electricity joint ventures, and improve industrial concentration and corporate competitiveness. Fourth, we must actively promote technological progress, eliminate backward and high-power-consuming production capabilities, focus on the development of aluminum alloys and aluminum deep-processing products with high technical content and added value, and meet the needs of national economic development for the variety and quality of aluminum products. Fifth, we must vigorously develop the circular economy, develop and promote the use of new aluminum products with high performance, low cost and low consumption, develop the scrap aluminum recycling industry, reduce consumption, reduce pollution, and improve the utilization rate of aluminum resources. Sixth, we must make full use of both domestic and foreign resources to establish a stable aluminum industry resource supply guarantee system. exist * * The industrial policy catalog encourages the development of large and medium-sized aluminum mines, as well as the development and equipment manufacturing of high-precision aluminum plates, strips, foils and high-speed thin strip casting and rolling production technologies. Restrict the development of electrolytic aluminum projects (except for the elimination of self-baking tank production capacity replacement projects and environmental protection transformation projects).