At present, China's aluminum industry should strengthen the five aspects of work
While seeing the achievements of China's aluminum industry, we should also thoroughly see the high-quality development of China's aluminum industry has its own and external new problems, which must be solved in a targeted way.
(1) In deepening reform, it is necessary to consolidate and expand the achievements of the market-oriented reform of electrolytic aluminum under the rule of law. Since the implementation of the supply-side structural reform of electrolytic aluminum in China, the operation order of the domestic electrolytic aluminum industry has been significantly improved, and the economic benefits have been significantly improved, which has contributed to the construction of a healthy ecology of the global aluminum industry. Practice has proved that the decision of the Party Central Committee is completely correct and wise, and we must consolidate and expand the achievements of structural reform on the supply side of electrolytic aluminum. First, improve the political position of the structural reform of the supply side of electrolytic aluminum, cherish and maintain the hard-won reform results, and adhere to the total control of electrolytic aluminum production capacity. Second, the electrolytic aluminum industry should cherish and seize the current period of rising economic benefits, optimize the layout adjustment of production capacity, optimize the reorganization and integration of enterprises, and increase investment to innovate more disruptive technologies. Third, the aluminum oxide and aluminum processing industry should fully learn from and use, to enhance self-discipline, especially the new capacity of aluminum oxide has reached the level of the police, the proposed new enterprises must fully consider the limiting factors of the electrolytic aluminum ceiling.
(2) In terms of resource supply, it is necessary to properly handle the reasonable proportion of domestic and foreign resources. In recent years, with the great development of China's aluminum industry, there has been a great demand for high-grade mineral soil aluminum, which has greatly promoted the development of the global bauxite industry, especially the economic development of some African and Southeast Asian countries, and the contribution rate to their economy has increased year by year. For example, the development of bauxite in Guinea by Chinese enterprises has greatly promoted Guinea's economic development and benefited the local people. To some extent, the bauxite industry has broken through national borders and formed a global industrial supply chain. However, in recent years, with the increase of China's overseas bauxite production, some resource countries have imposed mining taxes on bauxite development, constantly reducing the original policy preferences, and constantly increasing export restrictions and industrial chain extension requirements. For example, some countries adjust their bauxite export policies from time to time. These need to cause our great attention, to develop the strength of the double cycle interaction, to maximize the resolution of bauxite risk.
First, it is necessary to continue to increase domestic resource exploration efforts, strengthen the strategic action of prospecting and breakthrough, encourage the development of pilot exploration and exploitation of aluminum resources under coal, support the utilization of low-grade bauxite, high-sulfur bauxite and high-aluminum coal ash resources, and take multiple measures at the same time, and further improve the supply capacity of domestic resources. Only when the domestic bauxite resources reach a certain level of bottom line or basic ability, can they not be subject to others and can withstand the game of market or non-market factors.
The second is to tell the story of international cooperation in bauxite. In order to strengthen the exchange of ideas on bauxite resources, resource countries and demand countries should jump out of the simple relationship between sellers and buyers, and step into a long-term, mutual help and win-win community, which is not only the degree of dependence, but also the degree of contribution.
The third is to open up new countries of overseas bauxite and moderately reduce the concentration of some countries. It is necessary to accelerate the global allocation of various forms of bauxite resources, strengthen countries and regions with stable supply, make full use of and coordinate the two markets and two resources, and constantly improve the resilience and security of the bauxite supply chain.
(3) In terms of scientific and technological innovation, we should adhere to independent innovation and further improve the level of green, intelligent and distinctive. Although China's aluminum industry has been parallel with the world's aluminum industry, and some fields have even achieved leadership, there are still many shortcomings in basic research, high-end material research and development, and independent innovation capacity construction.
First, we will further give full play to the core leading role of scientific and technological innovation, strengthen the research and industrial application of innovative solutions for energy saving and low-carbon technology and process routes, and provide green development solutions for the world.
The second is to further focus on the development of high-performance aluminum alloy and processed products, promote the development of the industry to high-end and terminal, and create more specialized and special new "little giant" and world-renowned brands and well-known enterprises. We should further promote the intelligent development of the industry.
Third, while further improving the degree of online three-dimensional data transmission and visualization on a large scale, accelerate the development of digital twinning technology development and application, and truly realize digital control and intelligent solutions as soon as possible.
Fourth, to further promote green and low-carbon development, with the help of the development trend of "China's green electricity installed capacity has more than half, and the energy structure continues to improve", accelerate the increase of the green electricity proportion of electrolytic aluminum industry, and strive to lower indirect carbon emissions than the global average level. We should focus on the comprehensive utilization of solid waste such as red mud, increase cross-border cooperation, and achieve green and clean production.
(4) In expanding the application of aluminum, we must continue to expand the results. Although the "new three" have greatly driven the new consumption of aluminum in recent years, they have partly made up for the decline in traditional consumption represented by building structures. While counting on its continued contribution, it is more urgent to seek new growth points of aluminum consumption. We must comply with the new needs of economic development in the new era, expand the new application of aluminum and accelerate the pace of "replacing steel with aluminum", "connecting wood with aluminum" and "connecting copper with aluminum".
First, we will stabilize and expand traditional consumption. In recent years, although the consumption of aluminum in the traditional field has declined, it is still an important basis for aluminum consumption. Efforts should continue to promote the consolidation and upgrading of traditional consumption and seek progress while maintaining stability. It is necessary to continue to do a good job in the promotion and application of aluminum products such as doors and Windows, infrastructure, electricity, machinery and equipment, and continue to tap the consumption potential of traditional fields; It is necessary to focus on structural changes in consumption such as lightweight transportation, upgrading of durable consumer goods, safety and environmental protection of packaging containers, and increase the application of aluminum in automobiles, home appliances, furniture, food packaging and other products to better meet the experience and needs of consumers.
Second, we will foster and strengthen the "new type of consumption". We must continue to tap the new needs of the "new three". In recent years, the "new three" has become an important support for promoting the expansion of aluminum consumption and leading consumer innovation, with a cumulative consumption of more than 10 million tons, and there is room for further growth and potential in the future, we must seek progress in stability and continue to expand the new applications of the "new three". It is necessary to accelerate the development of new growth points of aluminum in green consumption and health consumption, and comprehensively promote the development of aluminum application scenarios such as green food, green housing, green transportation, and green supplies. It is necessary to focus on the "new" needs brought about by the people's yearning for a better life, promote material innovation, product innovation and application innovation with scientific and technological innovation, and better meet the development and quality consumption.
The third is to lose no time in expanding "alternative consumption". The choice of materials is cost-effective competition. Aluminum and copper have good electrical and thermal conductivity. When the price ratio of copper to aluminum exceeds 3, the economic advantages of using aluminum conductors or copper-aluminum composite conductors begin to appear. Therefore, the aluminum industry should speed up the development of new products such as copper saving, seize the opportunity, tap the potential of material substitution, and maximize the expansion of aluminum applications.
(5) In terms of international trade, it is necessary to build the competitive soft power of compliance trade and the competitive hard power of high-level exports. In recent years, in addition to the traditional trade frictions such as anti-dumping and countervailing, trade barriers in the name of carbon and on the grounds of human rights are increasing, and the openness of the international trading system is constantly damaged. For example, this year, the United States further increased its 301 tariff on China and Canada proposed additional tariffs on Chinese steel and aluminum products, which not only seriously violated WTO rules, but also undermined the interests of the upstream and downstream industries of the two sides and the long-standing friendly exchanges and cooperation.
First, strengthen international exchanges and communication to jointly uphold a free and fair international trade order. The development of China's aluminum industry is completely based on its own comparative advantages, and is the inevitable result of accelerating the development of new quality productivity, transparency and open competition. We need to step up international exchanges, actively carry out communication between enterprises and associations, and jointly safeguard the multilateral trading system based on free trade and WTO rules.
Second, enterprises should establish a compliance system to prevent sanctions risks. It is necessary to thoroughly study international trade rules and sanctions policies, and establish a sound compliance system for export control and economic sanctions. Enterprises should assess possible sanctions risks according to their own business characteristics and international market layout, formulate corresponding compliance systems and processes, ensure that their trade activities comply with international laws and regulations, and build the competitive soft power of a compliant trade system.
Third, strengthen scientific and technological innovation to improve product competitiveness. Continue to increase investment in research and development, improve the technical content and added value of products, and enhance the irreplaceability of products. Through technological innovation, reduce dependence on external technology and reduce the impact of sanctions due to technological blockade. At the same time, improve product quality and service level, establish a good corporate brand image, improve the competitiveness of products in the international market, and create a high level of export competition hard power.
