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Guinea is going to build an alumina plant! Chinalco and Weiqiao are the biggest beneficiaries
- China Aluminium Network
- Post Time: 2022/11/3
- Click Amount: 578
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【Aluminum Road Network】
In recent years, with the two-carbon work on the right track, the development of the electrolytic aluminum industry has faced a ceiling, and due to its ultra-high power consumption, many regions have been discouraged from electrolytic aluminum, and restrictions have been introduced. And for a long time, there has been a strange phenomenon in the aluminum industry, that is, the profit is low at both ends and high in the middle, that is, the profit of alumina and aluminum deep processing is low, and the profit of electrolytic aluminum is high. This phenomenon has existed for many years. Many parties are eager to change this situation, and with the slowdown of China's economic growth, the growth of aluminum and electricity consumption is also showing a downward trend. Therefore, on the one hand, the investment in downstream aluminum deep processing should be increased, and on the other hand, a drastic increase in alumina should be carried out. reform.
Recently, the "First Backbone Alumina Enterprise Summit Forum", hosted by the Aluminum Branch of China Nonferrous Metals Industry Association and jointly organized by Cayman Aluminum (Sanmenxia) Co., Ltd. and Beijing Antaike Information Co., Ltd., was held in Taiyuan, Shanxi. The alumina production capacity of participating enterprises accounted for 80% of the national total. The meeting reached a number of consensuses on promoting the high-quality development of China's alumina industry:
Among them, it is mentioned that we must adhere to the strategy of opening up, strengthen the development of international resources in an all-round way, and plan the global industrial layout; insist on cooperation and sharing, strengthen industry self-discipline, and strive to improve the quality and efficiency of overseas investment.
In addition, standardize the investment order of alumina production capacity. Facing the overheating of domestic alumina investment, in order to prevent serious overcapacity, according to the characteristics of the alumina industry, we can learn from the successful experience of the structural reform of the supply side of electrolytic aluminum, strictly control the new alumina production capacity, and implement the same amount of production capacity or Source:
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