自2010年以来，西欧和中欧的原铝产量下降了超过25%，导致该地区上游产能实际上已经萎缩。 SHMET 网讯：1月26日（周一），最新的数据显示，全球高强度铝合金市场规模预计从2025年的660.1 亿美元飙升至2030年的1,152.9亿美元。尽管11.8%的复合年增长率表明绿色转型前景良好，但下游需求 与上游实际情况之间日益扩大的差距正在造成结构性短缺。 截至2026年1月，该行业面临着根本性的"困境"，包括欧洲冶炼厂关闭、中国对关键矿产实施出口管制 以及欧盟碳边境调节机制（CBAM）的实施。 欧洲铝产量骤减 欧盟目前每年消耗1,350万吨铝，以满足其汽车、航空航天和建筑行业的需求。然而，区内原铝产量已 骤降至仅95万吨，结构性缺口高达93%。 每架窄体客机的机翼都需要大量的7150或7055铝合金板材。这为康斯坦铝业公司（Constellium SE）等 加工商提供了极大的定价权，该公司最近公布的单位金属利润率增长了61%。 与将资本支出削减至6.25亿美元的上游生产商（如美国铝业公司）不同，下游加工商不受原材料成本的 影响，并成功地从航空航天积压订单中获取利润。 监管与绿色铝业 目前，该行业正面临着" ...

Group 1: AI in Aluminum Production - The "AI Aluminum Master" developed by Guizhou Zunyi Aluminum Co., in collaboration with Huawei Cloud, optimizes aluminum electrolysis parameters, reducing energy consumption and operational variability [1] - The implementation of this AI model can save approximately 70 million kWh of electricity annually, translating to a cost reduction of about 40 million yuan [1] Group 2: Resource Utilization and Industry Chain Extension - Guizhou is focusing on deep processing of resources, with over 100 projects under construction, totaling more than 120 billion yuan in investment [2] - The province is enhancing the production of high-value products in the phosphate and aluminum industries, including high-strength aluminum alloys and lightweight materials for automobiles [2] Group 3: Digital Transformation in Manufacturing - Guizhou Tire Co., Ltd. has implemented intelligent technologies, resulting in a 57% reduction in quality defects and a 68% increase in production efficiency [3] - The province has approved over 60 digital transformation pilot projects, with more than 30,000 companies adopting cloud technologies, achieving a 60.1% integration level of information and industrialization [3] Group 4: Industrial Growth and Policy Support - Guizhou aims to enhance its industrial sector by focusing on both traditional and emerging industries, with a target for resource deep processing industry output to reach 330 billion yuan [3] - The provincial leadership emphasizes the importance of innovation and digital empowerment to rejuvenate traditional industries and build a modern industrial system unique to Guizhou [3]