According to the latest Implementation Plan for High-quality Development of the Aluminum Industry (2025-2027), issued by nine central government departments including the Ministry of Industry and Information Technology on Friday, China aims to enhance the resilience and security of the aluminum supply chain and secure a leading global position in the industry by 2027. The plan also emphasizes actively addressing trade frictions and promoting the export of high-value aluminum-based new materials and products.
Key targets include increasing domestic bauxite reserves by 3% to 5% and raising recycled aluminum production to over 15 million tons. To achieve this, China will implement a recycled aluminum raw material import policy to encourage high-quality imports that meet national standards. Additionally, the aluminum and alumina futures markets will be leveraged to provide enterprises with risk management tools.
The plan outlines strategies for strengthening raw material supply, optimizing industrial layout, promoting technological innovation, and ensuring sustainable development. For example, the industry will focus on building aluminum processing hubs, with at least 30% of electrolytic aluminum capacity being energy-efficient and environmentally friendly, a clean energy utilization rate of over 30%, and a new red mud comprehensive utilization rate exceeding 15%. In technological innovation, breakthroughs in low-carbon smelting and deep processing will be pursued to drive new growth in aluminum consumption.
Although China has abundant bauxite reserves, resource quality is relatively low, making it difficult to meet growing market demand. The plan calls for a new round of mineral exploration, particularly in key domestic mineralization belts, to identify new recoverable reserves. Other measures include enhancing aluminum recycling and developing bases for the comprehensive utilization of bulk solid waste and industrial resources.
By 2027, the goal is to significantly enhance technological innovation capabilities, achieve breakthroughs in high-end new materials, and cultivate new growth drivers for aluminum consumption, particularly to support major national projects and key product models.
Aluminum is widely used in construction, automotive, packaging, electronics, electrical, and maritime industries. The plan comes at a time of rising global aluminum demand, while earlier this month, the U.S. government imposed a 25% tariff on steel and aluminum imports from all countries.
Post time: Mar-29-2025
