重磅利好，突然发布！

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 safety of the supply chain, with a goal of making the overall development level of the aluminum industry globally leading by 2027 [1][2]. Group 1: Development Goals - By 2027, the plan targets a 3%-5% increase in domestic bauxite resources and a production of over 15 million tons of recycled aluminum [2][3]. - The plan emphasizes improving green development levels, with over 30% of electrolytic aluminum capacity exceeding energy efficiency benchmarks and a 30% clean energy usage ratio [2][3]. - The plan aims to enhance technological innovation capabilities, focusing on breakthroughs in low-carbon smelting and precision processing technologies [2][3]. Group 2: Supply Chain and Resource Management - The plan includes accelerating the increase of domestic bauxite resources through new exploration strategies and supporting the development of coal-aluminum co-mining projects [3][4]. - It encourages the mining of low-grade bauxite and the development of technologies for high-sulfur bauxite utilization [3][4]. Group 3: Industry Background and Current Status - The aluminum industry is a strategic resource crucial for national economic development, with China being the largest producer and consumer of aluminum products globally [4][5]. - In 2024, China's production of alumina, electrolytic aluminum, aluminum processing materials, and recycled aluminum is expected to remain the highest in the world, supporting strategic emerging industries [5][6]. - The industry has seen significant technological advancements, including the establishment of the world's largest single alumina production line and a reduction in energy consumption for electrolytic aluminum production [5][6]. Group 4: Market Dynamics - The recent expansion of the national carbon emissions trading market to include the aluminum smelting industry is expected to impact supply and demand dynamics [7]. - The demand for industrial metals is increasing due to sectors like new energy vehicles and computing power, alongside government initiatives to expand strategic material reserves [7].