The hottest new electrolytic aluminum production c

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The new electrolytic aluminum production capacity this year is concentrated in Yunnan and Guangxi

compared with 2017, the overall price range of aluminum prices in 2018 is similar, but the range is significantly narrowed. Due to the global economic slowdown, overcapacity of aluminum products and difficulties in destocking, the situation of the whole aluminum industry is not optimistic. Even so, in 2019, there will still be a lot of new capacity. According to nonferrous research, China's electrolytic aluminum plans to add about 5.2 million tons of capacity from 2019 to 2020, of which about 2.43 million tons will be added in 2019. Area 1. The appearance and guide rail area of the clean impact specimen notch broaching machine are still concentrated in Guangxi, Yunnan, Inner Mongolia and Guizhou

as two popular provinces for new aluminum projects, Yunnan and Guangxi provinces will increase their production capacity by 1.805 million tons in 2019. The production capacity cost of these two provinces is low, and they are less affected by ore supply. In the future, the production capacity release will be relatively smooth. Moreover, the supply elasticity of alumina market is strong, and the production capacity is put in relatively fast. As long as the price is reasonable, the proposed project can be accelerated. Relying on its own mining and port location advantages, Guangxi's regional production capacity continues to expand, supplemented by strong government support, making the region a major region for future production capacity transfer. Relying on its rich hydraulic resources, Yunnan Province vigorously develops the strategy of hydropower aluminum integration to avoid environmental pollution and has great development potential

in recent years, Guangxi has introduced the "secondary entrepreneurship" plan for the aluminum industry. On the one hand, relying on the reform of the power system, Guangxi has promoted the construction of a number of coal, electricity and aluminum integration projects, and on the other hand, it has made significant breakthroughs in aluminum precision and deep processing by starting with scientific research and supply side reform. In the "secondary entrepreneurship" plan of the aluminum industry, coal is actually used as the main energy for the production of three aluminum projects in Guangxi Province with a total capacity of more than 700000 tons. The three projects are from Guangxi Xinfa Aluminum Industry Co., Ltd., Guangxi baikuang Aluminum Industry Co., Ltd. and Guangxi Suyuan Investment Co., Ltd. respectively. The total capacity of the three thermal power captive power plants is 2.2 GW

these three aluminum companies account for nearly 40% of the total output of primary aluminum in Guangxi. As we all know, sulfur dioxide and nitrogen oxides emitted by coal combustion will cause serious pollution to the air and affect the health of surrounding residents. According to Aladdin's data, coal power generation in Guangxi Province is about 13% cheaper than hydropower (0.35 yuan/kWh vs. 0.4 yuan/kWh), which is not difficult to explain the reasons for the low cost of these aluminum companies, but the integration of manufacturer production, sales and service can reassure customers that the choice is correct

the supply and demand of Guangxi power market is close to balance: the power consumption in 2018 is estimated to be 16.2 billion kwh, while the power generation in the first 11 months is estimated to be 16 billion kwh. Thermal power generation in Guangxi increased by 56.8% year-on-year in November 2018, which is quite amazing. At the same time, the new aluminum projects in the region are bound to trigger a new round of huge power growth. In 2018, due to the launch of aluminum projects in Laibin, Baise Yinhai and Suyuan in Guangxi, the power consumption of heavy industry increased by 18%. If we have an in-depth understanding of the energy composition of the region, we can see that coal-fired power generation is booming, with a year-on-year growth of 35% in 2018, while hydropower growth is only 5%. Compared with the previous year, hydropower generation decreased by 0.6% in 2017, while coal power generation increased by 7.5%

the above data clearly shows that energy power generation in this region is increasingly dominated by coal, which means that new aluminum projects will also be thermal power generation rather than clean hydropower energy? At the same time, Guangxi announced the three-year rolling schedule (year) for the construction of major projects in Guangxi Autonomous Region, involving 316 energy projects, including wind power, biomass power generation, cogeneration, nuclear power, transmission and distribution and other power projects. It is reported that Guangxi Province will start the construction of four million kilowatt coal-fired units in 2020

Guangxi Province is rich in bauxite resources, with bauxite reserves accounting for one quarter of the country. Aluminum industry is a local characteristic industry. In recent years, in the "secondary entrepreneurship" of the aluminum industry, Guangxi's aluminum industry has been constantly transformed and upgraded, and a new pattern of development is taking shape. Such a development momentum is naturally good, but the excessive reliance on thermal power does not meet the call of the Ministry of industry and information technology. The Ministry of industry and information technology required to strictly control the new production capacity of electrolytic aluminum, make more use of market-oriented and legal means, continue to promote the withdrawal of backward production capacity according to law and regulations, and promote more industries with excess capacity to speed up the liquidation. Encourage electrolytic aluminum production capacity to gather in areas with advantages of clean energy, focus on adjusting the overall demand structure, encourage accumulation in areas with advantages of new energy, resolutely eliminate backward production capacity, and strictly control the use of conventional coal-fired power generation for aluminum smelting

it can be seen that supply side reform is still imminent, and the use of green and clean energy is the general trend. If we wantonly mass produce just because of the cost advantage of thermal power, it will not only cause further burden on the current aluminum price, but also inevitably cause environmental pollution, which is not conducive to environmental protection

such thoughts of customers due to economic development often force domestic experimental machine enterprises to carry out "price war" exhibition. Although it is important, the ecological environment can not be ignored. Relying too much on traditional production methods and focusing only on immediate interests is bound to be detrimental to further development in the future. In order to achieve better development, the aluminum industry should not only think about cost control, but should respond to national policies and work hard on strategies while relying on clean energy

aluminum enterprises should build aluminum intensive processing industrial clusters and promote the development of the industry in the direction of scale, depth and chain. While improving the production capacity of electrolytic aluminum and meeting the needs of downstream aluminum deep processing, we should strengthen technological research and development, develop aluminum in aerospace, vehicle and vessel, construction, electronic and electrical appliances and other fields, and promote aluminum deep processing. Only by eliminating backward production capacity, increasing the use of clean energy and abandoning traditional production methods, can aluminum enterprises have a brighter future

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