Core Viewpoint - The Ministry of Industry and Information Technology and ten other departments have issued the "Implementation Plan for High-Quality Development of the Aluminum Industry (2025-2027)", aiming to enhance the resilience and security of the aluminum supply chain, significantly increase resource assurance capabilities, and achieve a recycled aluminum output of over 15 million tons by 2027 through structural optimization, green low-carbon transformation, and technological innovation [1] Group 1: Resource Supply and Production Capacity - The plan addresses the long-standing issue of insufficient aluminum ore resource assurance, proposing multiple measures to strengthen resource supply capabilities, including new exploration strategies and extending the service life of existing mines [2] - It aims for a 3%-5% increase in domestic aluminum ore resources, focusing on the development of low-grade and high-sulfur aluminum ores through specialized technical research [2] - The plan imposes strict constraints on new electrolytic aluminum production capacity, promoting the transfer of capacity to regions rich in clean energy and encouraging the use of integrated processes to reduce energy consumption and carbon emissions [2] Group 2: Industry Structure and Innovation - The plan encourages mergers and acquisitions to eliminate low-competitiveness capacity and shift the industry focus from scale expansion to quality and efficiency improvement [3] - It supports leading enterprises in building industrial clusters and nurturing specialized "little giant" companies and "single champion" enterprises in the aluminum deep processing sector [3] - The plan emphasizes technological innovation as a core driver for industry upgrades, promoting collaboration between leading companies and research institutions to enhance efficiency and application of aluminum in various sectors [3] Group 3: Green and Low-Carbon Transformation - The plan sets targets for increasing the proportion of high-efficiency electrolytic aluminum production to over 30% and mandates the comprehensive utilization of red mud resources to exceed 15% [4] - It proposes the establishment of green manufacturing systems, including green mines and factories, and encourages participation in renewable energy projects [4] - The plan highlights the need for a robust standard and regulatory framework to support the green transition, including the development of international standards for carbon emissions and comprehensive utilization of red mud [4] Group 4: International Competitiveness - To enhance international competitiveness, the plan encourages enterprises to engage in mutually beneficial cooperation in resource-rich countries and expand the export of high-end aluminum-based new materials [5] - It emphasizes the importance of futures markets in providing risk management tools to stabilize industry operations [5]
十部门推动铝产业高质量发展 到2027年产业链迈向全球领先
Chang Jiang Shang Bao·2025-03-31 00:15