In May 2025, domestic primary aluminum imports were approximately 223,200 mt, down 10.9% MoM and up 41.4% YoY [SMM data].

Recently, a 50,000-ton-per-year aluminum foil cold-rolling project, invested by Sichuan Jixinhua Innovative Materials Technology Co., Ltd. and constructed by Guangyuan Deyou Construction Engineering Co., Ltd., officially commenced construction in the Yuanjiaba Aluminum Industrial Park of Guangyuan Economic and Technological Development Zone. The project, with a total investment of 180 million yuan and covering approximately 40 mu (about 6.6 hectares), plans to purchase major production equipment such as aluminum melting furnaces and casting and rolling mills, and construct supporting auxiliary and environmental protection facilities, building two aluminum foil production lines. The construction period is from April 2026 to February 2027, a total of 10 months.

Recently, Kunming High-tech Zone and Yunnan Jiayuan Metal Materials Co., Ltd. officially signed an agreement to successfully introduce a copper-aluminum wire drawing production project. The project has a total investment of 10 million yuan and its products cover core materials needed for cable manufacturing, including copper-aluminum monofilaments, copper alloy/aluminum alloy monofilaments, and stranded conductors. It is expected to generate an annual output value of over 500 million yuan after production begins. This copper-aluminum wire drawing production project will be located at the Majinpu production base of Yunnan Duobao Cable Group Co., Ltd., a leading enterprise in the industrial chain within the zone.

According to foreign media reports, an executive at Hindalco Industries said last Friday that the company expects raw material costs to rise by about 5%, but he also expressed confidence in retaining customers, including Ford Motor Company. The executive also stated that 2027 will be a “turning point” for its subsidiary Novelis, which is ramping up production of aluminum can sheets. In the fourth quarter of fiscal year 2026, Hindalco Industries reported revenue of 781.33 billion rupees, a 20% year-on-year increase from 648.9 billion rupees in the same period of the previous fiscal year; consolidated net profit was 25.97 billion rupees, a 51% year-on-year decrease from 52.83 billion rupees in the same period last year.