Core Viewpoint - The rapid development of the new energy vehicle market in China is driving the demand for lightweight materials, particularly aluminum plates, strips, and foils, which are ideal for vehicle bodies due to their lightweight and high-strength characteristics [1][10]. Market Overview - Aluminum plates, strips, and foils are produced through processes such as rolling and casting, and are widely used in construction, automotive manufacturing, electronics, packaging, and aerospace [2][6]. - The demand for aluminum plates and foils in China is projected to reach 11.6042 million tons and 3.8965 million tons respectively by 2024 [1][10]. - The production of aluminum plates and foils in 2024 is expected to be 14.75 million tons, with various applications including packaging, construction, and automotive sectors [1][10]. Market Policies - A series of policies have been implemented to support the aluminum plate and foil industry, encouraging technological innovation and the development of high-precision, high-performance products [5][6]. - Key policies include the "Implementation Plan for High-Quality Development of the Aluminum Industry (2025-2027)" and various initiatives aimed at promoting recycling and green manufacturing [5][6]. Industry Chain - The upstream of the aluminum plate and foil industry includes bauxite, recycled aluminum, and production equipment, with bauxite being the primary raw material for aluminum production [6][8]. - The midstream involves the processing and manufacturing of aluminum products, while the downstream applications span multiple sectors including construction, automotive, electronics, and packaging [6][8]. Competitive Landscape - Major players in the aluminum plate and foil market include China Aluminum Corporation, Henan Mingtai Aluminum Industry Co., Ltd., and several others, with large companies dominating the market due to their complete industrial chains and significant production capacities [12][14]. - The top companies are recognized for their technological advancements and extensive market reach, contributing to their leading positions in the industry [12][14]. Development Trends - The aluminum plate and foil products are expected to evolve towards higher precision, performance, and added value, with increased investment in R&D for high-end applications in aerospace and new energy vehicles [19]. - The industry is also moving towards green development, with a focus on using renewable energy and enhancing the recycling of aluminum [19].

与此同时，中国—东盟自贸协定与RCEP形成叠加效应，持续释放红利。近日，走进位于无锡江阴的江 苏优佰利生活科技发展有限公司生产车间里，自动化生产线有序运转，一片片散发着淡雅植物清香的宠 物清洁湿巾被装入印有猫咪头像的精美包装袋中，即将销往泰国市场。凭借南京海关所属江阴海关签发 的中国—东盟自由贸易协定原产地证书，该批货值9018美元的宠物清洁湿巾可顺利享受进口国零关税优 惠。作为一家扎根江阴的民营企业，此次出口宠物清洁湿巾，是企业开拓国际市场的第一步，也是重要 一步。该公司外贸负责人周莹介绍道，"后续，公司计划扩大生产规模，将更多产品推向东南亚市场。" 稳住传统市场、瞄准新兴领域，江苏与东盟不仅在机电、日化等传统领域深化合作，也在着力拓展数字 经济、绿色经济等新赛道。近日，南京海关所属无锡海关为无锡银邦金属复合材料股份有限公司一批货 值10.55万美元的铝带和铝箔签发中国—东盟自贸协定原产地证书，助其货物在出口印度尼西亚时享受 关税减让2.05万美元。这批高性能铝材是企业专为新能源汽车电池热管理等领域研发的创新产品。 随着东盟地区新能源汽车市场的快速发展，对轻量化、高性能材料的需求日益增长。"我们的铝热传输 ...