In March, China’s electrolytic aluminum output was 3.367 million tons, an increase of 3.0% year-on-year
According to the statistics bureau, the output of electrolytic aluminum in March 2023 was 3.367 million tons, a year-on-year increase of 3.0%; the cumulative output from January to March was 10.102 million tons, a year-on-year increase of 5.9%. In March, China’s alumina output was 6.812 million tons, a year-on-year decrease of 0.5%; the cumulative output from January to March was 19.784 million tons, a year-on-year increase of 6.3%. Among them, the alumina output in Shandong and Guangxi increased by 16.44% and 17.28% year-on-year respectively from January to March, and the alumina output in Shanxi decreased by 7.70% year-on-year.
In March, the global primary aluminum output was 5.772 million tons
According to data from the International Aluminum Association, global primary aluminum production in March 2023 was 5.772 million tons, compared with 5.744 million tons in the same period last year, and 5.265 million tons after revision in the previous month. The average daily output of primary aluminum in March was 186,200 tons, compared with 188,000 tons in the previous month. China’s primary aluminum production is expected to be 3.387 million tons in March, which was revised to 3.105 million tons in the previous month.
Summary of import and export data of China’s aluminum industry chain in March
According to the data of the General Administration of Customs, in March 2023, China exported 497,400 tons of unwrought aluminum and aluminum products, a year-on-year decrease of 16.3%; the cumulative export from January to March was 1,377,800 tons, a year-on-year decrease of 15.4%. In March, China exported 50,000 tons of alumina, a year-on-year increase of 313.6%; the cumulative export from January to March was 31 tons, a year-on-year increase of 1362.9%. In March, China imported 200,500 tons of unwrought aluminum and aluminum products, a year-on-year increase of 1.8%; from January to March, China imported 574,800 tons, a year-on-year increase of 7.8%. In March, China imported 12.05 million tons of aluminum ore and its concentrate, a year-on-year increase of 3.0%; the cumulative import of aluminum ore and its concentrate from January to March was 35.65 million tons, a year-on-year increase of 9.2%.
The Ministry of Industry and Information Technology organizes the 2023 industrial energy conservation supervision work
The General Office of the Ministry of Industry and Information Technology issued a notice on organizing and carrying out the 2023 industrial energy conservation supervision work. The notice stated that on the basis of the work in 2021 and 2022, the steel, coking, ferroalloy, cement (with clinker production line), flat glass, construction and sanitary ceramics, non-ferrous metals (electrolytic aluminum, copper smelting, lead smelting, zinc smelting), oil refining, ethylene, p-xylene, modern coal chemical industry (coal-to-methanol, coal-to-olefin, coal-to-ethylene glycol), synthetic ammonia, calcium carbide, caustic soda, soda ash, ammonium phosphate, yellow phosphorus, etc. Industry mandatory energy consumption quota standards, energy efficiency benchmark levels and benchmark levels, as well as special supervision on the implementation of mandatory energy efficiency standards for motors, fans, air compressors, pumps, transformers and other products and equipment. Enterprises in the above-mentioned industries in the region have achieved full coverage of energy-saving supervision.
The National Development and Reform Commission and Brazil signed a memorandum of understanding on promoting industrial investment and cooperation
On April 14, Zheng Shanjie, director of the National Development and Reform Commission, and Rocha, the executive vice minister of the Ministry of Development, Industry, Trade and Services of Brazil signed the “National Development and Reform Commission of the People’s Republic of China and the Federative Republic of Brazil Development, Industry, Trade and Services Memorandum of Understanding on Promoting Industrial Investment and Cooperation. In the next step, the two sides will, in accordance with the consensus reached, promote investment cooperation in the fields of mining, energy, infrastructure and logistics, manufacturing, high technology, and agriculture, and further strengthen the bond of economic cooperation between the two countries.
【Entreprise’s news】
The Sulu new material project started construction and laid the foundation stone in Suqian High-tech Zone
On April 18, Jiangsu Sulu New Material Technology Co., Ltd. started construction of a production line project with an annual output of 100,000 tons of high-end aluminum products, with a planned total investment of 1 billion yuan. The main products include solar photovoltaic frames, energy storage boxes, and new energy vehicle battery trays wait. The project will be constructed in two phases, and the first phase is expected to be officially put into operation in November 2023.
Linlang Environmental Protection’s 100,000-ton aluminum ash resource utilization project was officially put into operation
On April 18, the 100,000-ton aluminum ash resource utilization project of Chongqing Linlang Environmental Protection Technology Co., Ltd. was officially completed and put into operation. Chongqing Linlang Environmental Protection Technology Co., Ltd. is engaged in the comprehensive utilization of hazardous waste and solid waste such as aluminum ash and slag. After being put into production, the annual output value will reach 60 million yuan.
The project of Lingbi Xinran with an annual output of 430,000 tons of aluminum profiles started
On April 20, the aluminum profile project of Anhui Xinran New Materials Co., Ltd. in Lingbi City started construction, with a total investment of 5.3 billion yuan. 105 extrusion production lines and 15 surface treatment production lines were newly built. After being put into production, it is expected to produce 430,000 tons of aluminum profiles (new energy auto parts, photovoltaic modules, industrial aluminum profiles, construction aluminum profiles, etc.), with an annual output value of 12 billion yuan and a tax of 600 million yuan.
Guangdong Hongtu Automobile Lightweight Intelligent Manufacturing North China (Tianjin) Base Project Foundation Laying
On April 20, the foundation stone laying ceremony of Guangdong Hongtu Lightweight Intelligent Manufacturing Project was held in the Modern Industrial Zone of Tianjin Economic Development Zone. The project is an auto parts design, R&D and manufacturing base invested and constructed by Guangdong Hongtu Technology Co., Ltd. in Tianjin Economic Development Zone. The project base covers an area of 120 mu, of which the first phase of the project is about 75 mu, and the investment in the first phase of the project is about 504 million Yuan.
Dongqing’s world’s first MW-level high-temperature superconducting induction heating device was put into production
On April 20, the world’s first MW-level high-temperature superconducting induction heating device at Dongqing Special Materials Co., Ltd. was put into production. The technology of this superconducting equipment has reached the international leading level. It is the world’s first megawatt-level high-temperature superconducting induction heating device independently developed by my country. It adopts the main and auxiliary motor separation type transmission torque self-matching technology to realize the large-scale metal workpiece (diameter More than 300MM) fast and efficient heating, effectively solves the problem of torque overshoot when large-sized metal workpieces are rotated and heated in a DC magnetic field, and has significant advantages of high efficiency, energy saving and quality improvement. After one year of trial operation, the equipment has played an outstanding role in effectively improving the heating efficiency, heating speed and temperature uniformity of aluminum materials. The unit power consumption has been reduced by 53% year-on-year, and it only takes 1/54 of the original heating time to heat aluminum materials to The required temperature can precisely control the temperature difference within the range of 5°-8°.
【Global Vision】
The European Parliament supports the reform of the carbon market, including steel, aluminum, electricity, etc.
The European Parliament approved the reform of the EU carbon market. The European Parliament has voted for an EU carbon border tax, imposing a CO2 cost on imported steel, cement, aluminium, fertilizer, electricity and hydrogen. Parliament supports the EU to reduce carbon market emissions by 62% from 2005 levels by 2030; supports the end of free quotas for industrial carbon dioxide emissions by 2034.
Rio Tinto’s bauxite production in the first quarter decreased by 11% year-on-year, and aluminum production increased by 7% year-on-year
Rio Tinto’s report for the first quarter of 2023 shows that the output of bauxite in the first quarter was 12.089 million tons, a decrease of 8% from the previous month and 11% from the same period last year. The operation of Weipa was affected by the above-average rainfall in the annual rainy season, resulting in the reduction of mine access. . Equipment outages at Weipa and Gove also affected production. It is still predicted that the annual bauxite output will be 54 million to 57 million tons; the alumina output will be 1.86 million tons, a decrease of 4% month-on-month and a decrease of 2% year-on-year. Unplanned power outages at Queensland Alumina Limited (QAL) and plant reliability issues at Yarwun, Australia, impacted output, but output at the Vaudreuil refinery in Quebec, Canada, was higher than the previous quarter.
Alcoa’s first-quarter revenue fell 19% year-on-year
Alcoa announced its financial results for the first quarter of 2023. The financial report shows that Alcoa’s Q1 revenue was US$2.67 billion, a year-on-year decrease of 18.8%, which was US$90 million lower than market expectations; the net loss attributable to the company was US$231 million, and the net profit attributable to the company in the same period last year was 469 million Dollar. Adjusted loss per share was $0.23, missing market expectations for breakeven. Basic and diluted loss per share was $1.30, compared with earnings per share of $2.54 and $2.49 in the same period last year.
Post time: Apr-27-2023