Recently, 10 departments such as the Ministry of Industry and Information Technology have thoroughly implemented the spirit of the 20th National Congress of the Party and the second and Third Plenary sessions of the 20th Central Committee, and jointly issued the Implementation Plan for the high-quality development of the Aluminum Industry (2025-2027) (hereinafter referred to as the Implementation Plan). This is a programmatic document issued to implement the deployment of the National New Industrialization Promotion Conference, better support the development of the key industrial chain of the manufacturing industry and meet the needs of the people's better life, and provide important guidance for further promoting the high-quality development of the aluminum industry.
First, the Implementation Plan is of great significance to promote the high-quality development of the aluminum industry
Aluminum is an important basic raw material, accounting for half of non-ferrous metals, and is a strategic resource related to the national economy and people's livelihood and national economic development. At the same time, it also strongly supports the development of strategic emerging industries such as photovoltaic, new energy vehicles, energy storage, and high-end equipment manufacturing.
At present, China's aluminum industry has entered a new stage of development, the focus of industry development and tasks have changed, opportunities and challenges coexist. In the face of new circumstances, new problems and new situations, the introduction of the Implementation Plan is timely and of great significance. On the one hand, the report to the 20th National Congress of the Communist Party of China clearly stated that high-quality development is one of the essential requirements of Chinese-style modernization, the key path to socialist modernization, and the primary task of building a modern socialist country in an all-round way. The "Implementation Plan" is a major strategic initiative of the Ministry of Industry and Information Technology and other departments to implement the CPC Central Committee's high-quality development, guide, standardize and promote the high-quality development of the aluminum industry from the top-level design, and lay the policy foundation for a more sustainable and healthy development of the aluminum industry chain in the next period. On the other hand, the implementation plan clearly states that it is necessary to fully, accurately and comprehensively implement the new development concept, take deepening supply-side structural reform as the main line, take innovation as the fundamental driving force, and strive to increase domestic bauxite resources by 3%-5% by 2027, renewable aluminum production reaches more than 15 million tons, and the proportion of clean energy use exceeds 30%. The comprehensive resource utilization rate of the new red mud exceeded 15%, and the resilience and safety level of the industrial chain and supply chain were significantly improved. The goals formulated by the "Implementation Plan" are clear and feasible, the tasks are outstanding, and the measures are powerful, and the implementation of them will strongly support the construction of China's modern aluminum industry.
Strengthening resource security is the basis for the high-quality development of the aluminum industry
At present, China's aluminum resources are highly dependent on foreign countries, and the Implementation Plan attaches great importance to the construction of domestic aluminum resource supply capacity. On the one hand, while emphasizing the solid promotion of a new round of prospecting breakthrough strategic actions, it is proposed to support the high-level development and utilization of aluminum under coal, the comprehensive utilization technology development and application of low-grade bauxite and high-sulfur bauxite, and the multi-channel consolidation of bauxite resource supply foundation. On the other hand, promote the recycling and utilization of recycled aluminum resources, encourage the improvement of aluminum product recycling management system, support the establishment of recycled aluminum recycling bases and industrial clusters, promote the standardized recycling and fine sorting of recycled aluminum raw materials, and strengthen the integration and development of recycled aluminum and primary aluminum, aluminum processing and high-value utilization. The Implementation Plan provides a solid policy foundation for promoting the security of aluminum resources.
Continuing to deepen the supply-side structural reform is the fundamental guarantee for the high-quality development of the aluminum industry
Under the comprehensive measures of marketization and rule of law, the electrolytic aluminum industry has got rid of the "inner coil", and the industrial competitiveness and profitability have been greatly improved, but the alumina and aluminum processing industries still have overheating investment. The "Implementation Plan" clearly proposes to adhere to the total capacity of electrolytic aluminum constraints, optimize the electrolytic aluminum capacity replacement policy; Careful construction of alumina and alumina hydroxide projects with bauxite as raw materials, no new alumina production capacity in the key areas of air pollution prevention and control, the new expansion of alumina projects must strictly implement the relevant policies of industry, land, safety, environmental protection and other requirements of resource security, energy efficiency must reach the mandatory energy consumption quota standard advanced value and environmental performance level A. No new or expanded alumina production lines using diaspore as raw materials; At the same time, it encourages the merger and reorganization of the aluminum processing industry, guides the withdrawal of low-competitive production capacity, and promotes the transformation of industrial development from scale expansion to quality and efficiency improvement to achieve differentiated development. The "implementation plan" adheres to the problem orientation, and specifically specifies the new requirements for the construction of new aluminum hydroxide projects with bauxite as raw materials, which provides a strong guarantee for promoting industrial restructuring.
Fourth, increasing the deep integration of scientific and technological innovation and industrial innovation is the fundamental driving force for the high-quality development of the aluminum industry
At present, the overall technical equipment of China's aluminum industry has been at the international advanced level. In order to further consolidate and improve the level of industrial development and accelerate the cultivation of new quality productivity of the aluminum industry, the implementation Plan clearly proposes to strengthen the industrial scientific and technological innovation ability, focusing on the direction of energy saving and consumption reduction, the preparation of new aluminum alloys, and the utilization of recycled aluminum grade protection, and continue to improve the level of industrial innovation and development; We should raise the level of high-end product supply, focus on high-end demand for aerospace, new energy vehicles, electronic information and other research, and build a number of internationally competitive high-tech enterprises. It is necessary to improve the construction of the standard system, focusing on the preparation and revision of standards in the fields of green and low-carbon, energy saving and environmental protection, digital transformation and advanced aluminum alloy; To strengthen the quality technology foundation, focus on improving the stability, reliability and applicability of aluminum product quality, and in-depth implementation of manufacturing excellent quality engineering. The implementation of the "Implementation Plan" provides an internal driving force for the integration and development of technological innovation and industrial innovation in the aluminum industry.
Adhering to the green and intelligent development is the inevitable trend of high-quality development of the aluminum industry
Green and low-carbon development is an inevitable requirement to cope with global climate change and the new situation of international trade. Digital intelligence is a distinctive feature of new industrialization, an inevitable trend in the transformation and upgrading of traditional industries, and an important way to form new quality productivity. The "Implementation Plan" emphasizes that on the one hand, we should vigorously promote energy conservation and carbon reduction transformation and clean energy replacement to achieve a higher level of green development; On the other hand, it is necessary to promote the comprehensive application of digital intelligence technology in mine construction, alumina and electrolytic aluminum production control and aluminum processing production line automation control. The implementation of the Implementation Plan provides a specific path for the green and intelligent development of the aluminum industry.
Sixth, expanding opening-up and cooperation is an inevitable requirement for building a new pattern of dual-cycle development
China's aluminum industry has a good foundation for international development, the future still needs to further expand the level and intensity of open cooperation. On the one hand, it is necessary to strengthen international investment cooperation, promote the extension of bauxite development to primary product production, and integrate into the global aluminum industrial chain supply chain; Encourage foreign high-end aluminum processing enterprises to invest in the establishment of factories in China, support domestic enterprises to participate in global low-carbon transformation, new material development and other scientific and technological cooperation, strengthen research and development, standards, personnel training and other exchanges and cooperation. On the other hand, it is necessary to enhance the level of foreign trade cooperation, actively respond to trade frictions, guide the high-level export of high-end aluminum-based new materials and products, and increase the import of primary products such as recycled aluminum raw materials. The implementation of the Implementation Plan will effectively promote the international development of China's aluminum industry and further build a new pattern of dual-cycle development.
7. Promoting the high-quality development of the aluminum industry is the work that China Non-Ferrous Metals Industry Association must strive for
The implementation of the "implementation plan" is an important task for China's aluminum industry in the next three years, and it is also a bounden and promising work for Yuefeng Aluminum Technology. We will focus on the following work.
First, we will do a good job in publicity and implementation. The use of various conferences and media to take a variety of ways to do a good job of the "Implementation Plan" publicity work, so that industry enterprises fully understand the status quo of the industry, goals and tasks and measures, the heart to think, to make a place, the "implementation plan" consciously integrated into the enterprise development strategy, production and management and investment activities. The second is to further expand the application of aluminum products. On the basis of the existing work of "copper with aluminum, wood with aluminum, steel with aluminum, plastic with aluminum", further strengthen cooperation with related industries and strengthen upstream and downstream docking; Further expand the application field, scale and level of aluminum products, and promote the growth of aluminum consumption. Third, we need to do a better job of risk early warning. In order to ensure the safety and control of the aluminum industrial chain and supply chain, we will continue to closely track the changes in aluminum product prices, social inventories, capacity utilization, market supply and demand, timely release the aluminum industry boom index and operation report, and guide the industry enterprises to rational investment and scientific decision-making. Fourth, we will further strengthen industry self-discipline. In response to the overheating of investment in alumina and aluminum processing, we will strengthen communication with backbone enterprises, strengthen industry self-discipline, prevent low-level repetitive construction and inefficient price wars, and prevent vicious competition of "internal volume"; At the same time, it will guide the upgrading of enterprise equipment, the upgrading of traditional industries and the cultivation of emerging industries, accelerate the development of the aluminum industry to high-end, intelligent and green, and create a good environment for the sustainable and healthy development of the aluminum industry.
