十部门印发铝产业高质量发展方案

Group 1 - The core viewpoint of the news is the issuance of the "Implementation Plan for High-Quality Development of the Aluminum Industry (2025-2027)" by ten government departments, which aims to promote structural adjustments in the aluminum industry and enhance environmental performance [1][2] - The plan prohibits the addition of new electrolytic aluminum and alumina production capacity in key areas for air pollution prevention, while encouraging the transfer of aluminum industry capacity out of these regions [1][2] - By 2027, the plan targets a 30% increase in the proportion of electrolytic aluminum production capacity above the benchmark energy efficiency level, with a clean energy usage ratio of 30% and a new red mud comprehensive utilization rate exceeding 15% [1][2] Group 2 - The plan emphasizes optimizing the layout of electrolytic aluminum production capacity, with strict requirements for new projects, including a maximum aluminum liquid AC power consumption of 13,000 kWh/ton and achieving A-level environmental performance [2] - It supports the application of low-sulfur anode materials and aims to create benchmark enterprises that meet A-level environmental performance, while promoting the transfer of aluminum industry capacity from key pollution prevention areas [2] - The plan encourages the use of clean energy alternatives in the aluminum industry, discouraging the addition of new self-owned coal-fired units and promoting green electricity trading and investment in clean energy projects [3]