对于企业而言，针对中央经济工作会议提出的持续扩大内需等议题会有哪些举措？2026年有哪些战略发 展目标？新京报贝壳财经记者就此采访了福建省神悦铸造股份有限公司副董事长朱家钢。 朱家钢介绍，公司在做优增量、扩大内需方面，聚焦两大高成长市场：一是紧扣两轮电动车新国标带来 的"以铝代塑"趋势，凭借独有的全铝一体成型车架和消失模工艺的性价比优势，快速响应千万台级的车 架替换需求；二是深耕新能源商用车"以铝代铁"的轻量化赛道，重点开发电驱动壳体、轻量化底盘等关 键部件，直接助力整车续航提升，从供给侧为市场创造优质产品。 新京报贝壳财经：中央经济工作会议提出持续扩大内需、优化供给，做优增量、盘活存量，因地制宜发 展新质生产力，对此，神悦铸造会有哪些具体举措？ 朱家钢：我们正从产品创新与模式创新两端协同发力，将政策导向转化为具体行动。强化"功能-结构一 体化"研发，利用消失模工艺在复杂内腔成型上的特长，开发集成度更高、散热更优的高附加值部件。 同时，打造快速响应体系，凭借试制模具成本仅为传统钢模1/10的优势，将新品开发周期从数月压缩到 数周，显著提升了供应链的韧性与敏捷性。 在盘活存量、创新发展模式上，我们实践轻资产扩张 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call primarily discusses the **aluminum industry**, focusing on the **electrolytic aluminum** sector and its market dynamics for 2025 and beyond [1][2][3]. Core Insights and Arguments 1. **Short-term Price Movements**: Aluminum prices have recently risen due to expectations of interest rate cuts and the upcoming consumption peak in October. However, the long-term price trend will depend on domestic and international demand alignment [1][2]. 2. **Supply Constraints**: Domestic electrolytic aluminum supply growth has slowed, with a year-on-year increase of only 2.1% from January to August 2025, primarily due to capacity limitations [1][10]. 3. **Import Trends**: Aluminum imports have exceeded expectations, reaching 1.37 million tons by the end of July, a 5.3% increase year-on-year, contributing to inventory accumulation [1][13]. 4. **Profitability**: The industry is currently experiencing high profitability, with economic profits reaching approximately 4,500 RMB per ton. This is attributed to lower raw material costs and a decline in spot prices [1][14]. 5. **Future Price Predictions**: The expected price range for aluminum in 2025 is between 20,200 and 21,500 RMB per ton, with recommendations for smelting companies to hedge by selling at high prices [3][25]. Policy Impacts 1. **Regulatory Framework**: The "High-Quality Development Implementation Plan for the Aluminum Industry Chain" aims to increase the proportion of recycled aluminum and clean energy usage while capping electrolytic aluminum production at 45 million tons [4][6]. 2. **Investment in Capacity**: High profits are driving companies to invest overseas, with an expected addition of nearly 200,000 tons of electrolytic aluminum capacity in countries like Indonesia and Vietnam in 2026 [3][15]. Structural Changes 1. **Geographical Shifts**: There is a notable shift in electrolytic aluminum production from northern to southern regions of China, which is expected to improve price differentials in the future [12]. 2. **Liquid Metal Proportion**: The proportion of liquid metal in domestic electrolytic aluminum supply has steadily increased to around 75% [12]. Economic Factors 1. **Macroeconomic Influences**: The U.S. job market and economic conditions are crucial for future interest rate cuts, which in turn affect global aluminum demand and pricing [5][7]. 2. **Global Manufacturing PMI**: Recent improvements in global manufacturing PMI indicate a recovery, alleviating fears of a recession and supporting aluminum demand [8][25]. Consumption Trends 1. **Sector Performance**: The real estate sector continues to drag down aluminum consumption, while the automotive sector, particularly in new energy vehicles, shows strong growth [18][19]. 2. **Export Challenges**: Changes in U.S. and Mexican tariff policies may significantly impact China's automotive parts exports, necessitating close monitoring of tax rates [20][22]. Future Outlook 1. **2026 Predictions**: The aluminum industry is expected to face significant supply pressure in 2026, with consumption growth slowing down due to challenges in the real estate and automotive sectors [28][32]. 2. **Market Dynamics**: The overall aluminum market is projected to experience slight oversupply, with inventory accumulation expected in the fourth quarter of 2025 [26][27]. Additional Considerations 1. **Recycling and Waste Aluminum**: The growth in waste aluminum imports and recycled aluminum production is constrained by tight domestic supply and fluctuating prices [39][40]. 2. **Price Sensitivity**: The price gap between primary aluminum and recycled aluminum will influence substitution effects, particularly when the price difference reaches certain thresholds [41]. This summary encapsulates the key points discussed in the conference call, providing a comprehensive overview of the current state and future outlook of the aluminum industry.