China Nonferrous Metals Industry Association: Aluminum exports are still expected to maintain rapid growth.

 

Jia Xingxing, member of the Standing Committee of the Party Committee and Vice President of China Nonferrous Metals Industry Association, said at the first quarter analysis meeting of nonferrous metals that in the first quarter, the average price of LME aluminum for three months was US$3,255 per ton, up 17.5% month-on-month and 54.9% year-on-year. The average price of aluminum in the spot market was 22,210 yuan/ton, up 9.3% month-on-month and 37.1% year-on-year. In the first quarter, the import volume of bauxite increased significantly, and the export volume of unwrought aluminum and aluminum products increased significantly; the increase in import and export volume of major non-ferrous metals was significantly greater than the increase in import and export volume. At the same time, it is expected that the non-ferrous metal enterprises above the designated size will realize a profit of about 200 billion yuan in the first half of the year, an increase of about 20% over the same period last year. The export of non-ferrous metal products such as unwrought aluminum and aluminum products is still expected to maintain rapid growth, but the growth rate may slow down.

 

Summary of the impact of the epidemic on the electrolytic aluminum industry.

Recently, the epidemic situation across the country has shown a trend of high local concentration and multi-point distribution. After investigation, it was found that the epidemic has not adversely affected the production of domestic electrolytic aluminum enterprises. However, due to local prevention and control policies, some enterprises have taken measures to close their factories. Although their normal production has been guaranteed under the cooperation of various parties, it has also increased the difficulty of enterprise production coordination. At the same time, the prevention and control policies in various places have increased the difficulty of cross-regional transportation, and the transportation of electrolytic aluminum products is not smooth.

 

The unified national market of electrolytic aluminum has taken shape.

 

Xing Zhanxiong, Secretary of the Party Committee and General Manager of Chalco Qinghai Branch, said that in the field of electrolytic aluminum, the pattern of a unified national market has taken shape. However, at present, the electrolytic aluminum industry is affected by a series of macro policies such as electricity prices and environmental protection. The main production capacity is transferred to resource-rich places, and the downstream industry chain is transferred to production capacity agglomeration places due to the impact of cost. Therefore, in the process of establishing a unified national market for the electrolytic aluminum industry, policy control is particularly important. It is necessary to further differentiate local policies to enable electrolytic aluminum enterprises to achieve connotative development in an advantageous environment.

Notice of Guangxi Development and Reform Commission on the implementation of tiered electricity prices for electrolytic aluminum enterprises in 2021.

 

On April 26, the Guangxi Development and Reform Commission issued a notice on the implementation of tiered electricity prices for electrolytic aluminum enterprises in 2021. After verification, the whole area includes Guangxi Baikuang Aluminum Co., Ltd., Guangxi Hualei New Materials Co., Ltd., and Guangxi Baise Yinhai Aluminum Co., Ltd. , Guangxi Laibin Yinhai Aluminum Co., Ltd., Guangxi Xiangji Nonferrous Metals Co., Ltd., Guangxi Xinfa Aluminum and Electricity Co., Ltd., and six electrolytic aluminum production enterprises in 2021. The AC power consumption of aluminum liquid electrolysis does not exceed 13,700 kWh/ ton, which meets the requirements of the “Energy Consumption Limit per Unit Product of Electrolytic Aluminum Enterprises”, and its electricity consumption will not be increased. Jiaozuo Wanfang released its annual performance report saying that the operating income in 2021 will be about 4.918 billion yuan, a year-on-year increase of 3.66%; the net profit attributable to shareholders of listed companies is about 397 million yuan, a year-on-year decrease of 30.16% .

 

Yunnan’s electrolytic aluminum output in March was 377,000 tons, an increase of 43.6% from the previous month.

Wang Yamei, Industrial Division of Yunnan Provincial Bureau of Statistics, interpreted the industrial production data in Yunnan from January to March. By the end of March, the province’s electrolytic aluminum production capacity had released nearly 80%. In March, electrolytic aluminum production was 377,000 tons, a month-on-month increase of 43.6%. In the quarter, the added value of the non-ferrous industry increased by 1.0% year-on-year, turning negative into positive. The production of coal enterprises in Zhaotong, Chuxiong, Qujing and other places accelerated. The output of raw coal exceeded 16 million tons. The added value of the coal industry increased by 19.7% year-on-year, and the growth rate was 19.0 percentage points faster than that in January-February.