【SMM Aluminum Industry Conference】SMM: Entering the first quarter of 2024, Yunnan Province has seen a decline in outbound power supply and an increase in some new energy power generation. Yunnan Province plans to release 800,000 kW of load power in late March for the resumption of production in the electrolytic aluminum industry, equivalent to an annualized electrolytic aluminum production capacity of about 520,000 tons. As of now, some electrolytic aluminum enterprises in the province have started to resume production. SMM expects the production to reach full capacity in mid-April. In the second quarter, Yunnan will gradually enter the wet season, and the power supply is expected to recover strongly. Coupled with the profit drive of aluminum factories, it is expected that electrolytic aluminum enterprises in Yunnan Province will quickly resume production by the end of the second quarter.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.