[SMM Analysis: Continuous Growth in Aluminum Capacity Drives Future Demand for Prebaked Anodes] Considering the new capacity of domestic aluminum enterprises in 2024 and beyond, the growth rate of domestic aluminum capacity in 2024 will significantly slow down. Only the third phase of the Huayun project in Inner Mongolia will be put into operation, with a total capacity of 420,000 mt. The enterprise started production in late May. After the project is put into operation, it will lead to a net increase of 170,000 mt in domestic aluminum capacity. Combined with the capacity relocation project of the Sixth Division of Xinjiang Production and Construction Corps, the net increase in aluminum capacity in 2024 will be 370,000 mt.
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.