2021 is coming to an end, this year we have witnessed the strength and prosperity of the motherland, but also witnessed the greatness and ordinariness of the people. Olympic athletes compete courageously in the sports field, medical staff escort us in the game with the virus, and everything in the past is worth remembering.
This year is also a year of ups and downs in aluminum prices, experienced a rapid rise, but also experienced the fall of bungee jumping in high-rise buildings, and the hearts of the "aluminum" industry have become stronger and stronger this year.
Spring to the Summer Solstice, autumn to winter, what major events will happen to the aluminum industry in 2021? Are you a party to this? Let's take a look back at the splendid year 2021.
Chinalco Weiqiao jointly issued the Joint proposal to accelerate the Green and low-carbon Development of Aluminum Industry. The official accounts of Chinalco Group and Shandong Weiqiao Venture Group published news at the same time that in order to promote China's aluminum industry to achieve the goal of "double carbon", the two major aluminum aircraft carriers jointly issued the "Joint proposal to accelerate the Green and low-carbon Development of Aluminum Industry," making a solemn commitment to the whole society. Seven suggestions are put forward to strictly control the total amount, optimize the energy structure, speed up technological progress, develop circular economy, promote energy saving and consumption reduction, expand the application of aluminum, and strengthen international cooperation.
National power investment and Chinalco promote the integrated development of energy, power and non-ferrous metals industry. On January 22, the strategic cooperation framework agreement was signed between China Electric Investment Corporation and Chinalco Group in Beijing, which was attended by Qian Zhimin, secretary of the party group and chairman of the board, and Yao Lin, secretary of the party group and chairman of Chinalco Group. The two sides have established an omni-directional strategic partnership to promote the integrated development of energy, power and non-ferrous metals industries.
Kaban, chief executive of UAE Global Aluminium, announced that the UAE has become the first country in the world to use solar energy to produce aluminum, calling it a "milestone in the aluminum industry."
The fourth first member Congress of China Nonferrous Metals Industry Association was held. On April 6, the fourth first member Congress of China Nonferrous Metals Industry Association was held here, and GE Honglin was elected director of China Nonferrous Metals Industry Association.
March 15, the aluminum city ushered in a new high, straight to the 18000 yuan mark. On May 10th, aluminum prices broke through the 20000 yuan mark, reaching the highest level in 13 years.
On May 21, Mr. Yao Shihuan, former chief designer and chief engineer of Guiyang Aluminum magnesium Design and Research Institute, a leading figure in Chinese electrolytic aluminum technology, died at the age of 95.
The state emphasizes market regulation to curb unreasonable price rises. On May 12, the executive meeting of the State Council stressed that it is necessary to do a good job in market regulation and deal with the excessive rise in commodity prices and their knock-on effects. On May 19, the executive meeting of the State Council demanded that it is necessary to do a good job in ensuring and stabilizing the prices of commodities, curb the unreasonable rise in prices, and strive to prevent transmission to consumer prices. On May 22, GE Honglin, member of the standing Committee of the CPPCC National Committee and party secretary and president of the China Nonferrous Metals Industry Association, said at the "third International Symposium on Government and Market Economics" that the recent sharp rise in commodity prices has seriously deviated from the price chain in the process of industrial operation, and the power of capital and capital are the key to this rise. On the morning of May 23, five departments, including the National Development and Reform Commission and the Ministry of Industry and Information Technology, held a meeting and jointly interviewed some key enterprises. The meeting demanded that it is necessary to improve the position, establish a sense of the overall situation, actively fulfill social responsibilities, promote the coordinated development of upstream and downstream industries, take the lead in maintaining commodity market price order, and maintain a good ecology of the industry.
On June 10, COSCO Shipping "Xinglong" took 45 days to arrive at Jingtang Port, where the loading and unloading ceremony of 220000 tons of bauxite, the first ship of the State Power Investment Aluminum and Power Company's Guinea project, was solemnly held here.
On the morning of June 28th, the first phase of the 900000-ton carbon project of Yunnan Suotong Yun Aluminum was officially put into production in the Zhanyi District of Qujing, Yunnan Province.
The flood disaster in Henan caused the factory to shut down. On the morning of July 20, the water level of Yinghe River in Dengfeng City, Henan Province rose sharply due to heavy rain, which collapsed the aluminum alloy company wall of Dengdian Group in Quhe Village. The flood entered the electrolytic cell, immediately flaming into the sky, and an explosion accident occurred. The production capacity of about 40,000 tons of electrolytic aluminum was suspended. On July 21, some of the plants in Mingtai Aluminum Industry in Henan Province were shut down due to torrential rain. From the night of July 21 to the morning of July 22, the Zhongzhou Aluminum production Plant of Chinalco was seriously flooded, the power supply in the living area was cut off, and some production lines were urgently shut down.
On July 5 and July 29, the State Grain and material Reserve Bureau released a total of 140000 tons of aluminum ingots to the market in two batches.
On August 26th, the National Development and Reform Commission issued the Circular on perfecting the ladder electricity Price Policy in the Electrolytic Aluminum Industry, setting the ladder electricity price according to the comprehensive AC power consumption of liquid aluminum, the grading standard is 13650 kilowatt-hours per ton; at the same time, it is strictly forbidden to implement the preferential electricity price policy for the electrolytic aluminum industry, and those that have been implemented and organized should be cancelled immediately and will be implemented from January 1, 2022.
On September 11, the Yunnan Provincial Development and Reform Commission issued a notice requiring the average monthly output of aluminum enterprises in the province from September to December to be no higher than that in August. On the afternoon of September 13, the standing Committee of the Yunnan Provincial CPC Committee once again stressed that it should resolutely curb the blind development of the "two high" projects and ensure that the goal of "double control" of energy consumption is fully achieved.
Since late September, due to the high operation of coal prices and the shortage of power coal, power cuts have been pulled in many places across the country, traffic lights in some streets of Shenyang have been cut off, and power outages and water outages in Jilin City have become the norm. Enterprises in Shandong, Jiangsu, Hunan, Zhejiang, Guangdong, Yunnan and other provinces have appeared the phenomenon of power cuts one after another.
On October 18, the sharp rise in coal prices triggered a surge in raw materials. On that day, the spot aluminum of the Yangtze River was 24090 yuan / ton, reaching the highest point in 2021. This is the highlight moment of electrolytic aluminum, but it is also the dark bridge section of the downstream aluminum processing industry. On October 19, the National Development and Reform Commission organized a forum of key relevant units to study the implementation of intervention measures on coal prices in accordance with the law. After that, aluminum prices gradually fell back.
In the early morning of October 16, the Shenzhou 13 manned spacecraft successfully sent three astronauts into space at the Jiuquan Satellite launch Center. Northeast light alloy and southwest aluminum provide a variety of aluminum alloy materials for spaceships and rockets respectively, once again holding up the silver backbone for China's exploration of the space world.
On November 15th, Guiyang Aluminum and magnesium Institute successfully won the bid for 414000 tons of electrolytic aluminum project under Balco of India, with a contract value of more than 2 billion.
19:00 on November 18, a furnace leakage occurred in the No. 1628 electrolytic cell in Zone 6 of Yunnan Wenshan Aluminum Industry, resulting in a short-circuit explosion, resulting in a series shutdown and affecting the production capacity of 330000 tons.
On November 18, the Department of Industry and Information Technology of Shandong Province issued the 14th five-year Plan of the aluminum industry to adhere to innovative and green development to build industrial clusters. Shandong Province aluminum industry chain advantages, the scale is in the forefront of the country, the development trend is good. The 14th five-year Plan period is a five-year period for the beginning of a new journey in building a modern socialist country and marching towards the second goal. In order to thoroughly implement the implementation Plan of Shandong Province for the conversion of New and Old Kinetic Energy, implement the 14th five-year Plan for Shandong National Economic and Social Development and the outline of long-term goals for 2035, promote the rapid development of the province's aluminum industry and build the brand of Shandong Aluminum Industry, and formulate this plan.
Mingtai aluminum electrode foil blank has been certified by some enterprises to formally enter the electrode foil market. Mingtai Aluminum said on the investor interactive platform on November 22 that the company has now produced electrode foil blanks, which have been certified by some enterprises, and will gradually increase capacity in the future, but at present, the electrode foil blanks produced by the company are mainly used for medium and low voltage. The certification of electrode foil blank means that Mingtai Aluminum officially enters the field of electrode foil.
Ministry of Ecology and Environment: eliminate backward production capacity related to heavy metals and eliminate excess capacity in accordance with regulations. The Ministry of Ecology and Environment openly solicited opinions on the "opinions on further strengthening the Prevention and Control of heavy Metal pollution (draft for soliciting opinions)". It is suggested that the elimination of backward production capacity should be intensified. According to documents such as the guiding catalogue of industrial structure adjustment and the list of backward production processes and equipment for the elimination of industrial solid wastes that cause serious environmental pollution within a time limit, the backward production capacity involving heavy metals and excess capacity will be eliminated in accordance with the rules and regulations. In order to meet the needs of environmental quality improvement, qualified areas can formulate policies for the elimination of backward production capacity with higher standards, and promote the phase-out of restricted process equipment. We will strictly implement relevant regulations and standards on eco-environmental protection and energy consumption, and urge a number of production capacity that still cannot meet the requirements after rectification and reform to be closed and withdrawn in accordance with the regulations.
Jiangsu Changaluminum Aluminum Group Co., Ltd. issued a "suggestive announcement of changes in Rights and interests" on November 27, 2021. The announcement shows that on November 26, 2021, Changshu Aluminum foil Factory Co., Ltd., the controlling shareholder of Changshan Aluminum shares, signed the "share transfer Agreement" and the "Voting Rights entrustment Agreement" with Qilu Caijin. After this change of rights and interests, the controlling shareholder of Changzhou Aluminum Co., Ltd. will be changed from Aluminum foil Factory to Qilu Finance, and the actual controller will be changed from Mr. Zhang Ping to Jinan State-owned assets Management Committee. Affected by this news, the stock of Changshan Aluminum Co., Ltd. jumped high and rose by the daily limit after a review of the stock today.
Starting from late November, the inventory of electrolytic aluminum society began to enter the de-depot cycle.
On November 28th, Dongfang Hope quasi-Aluminum Electrolytic Aluminum Plant completed the construction of the 800000-ton electrolytic aluminum flue gas desulfurization project. The electrolytic aluminum flue gas desulfurization project completed by the company was started in September last year and took more than a year to complete at a cost of 130 million yuan. In this project, the calcium carbide slag-gypsum desulfurization process is adopted, and the calcium carbide slag is used instead of limestone as the desulfurization agent to remove sulfur dioxide from the flue gas. After the transformation, the sulfur dioxide in the flue gas is reduced from 160 mg / m3 to less than 30 mg / m3, and the particulate matter is reduced to less than 10 mg / m3, which is far better than the national pollutant emission standard for the aluminum industry.
On November 29th, Dongyang plans to set up a 6 billion yuan low-carbon high-end battery aluminum foil project in Yidu, which is scheduled to start in January next year. It is reported that the signed low-carbon high-end battery aluminum foil project, covering an area of 1200 mu, will build an annual output of 200000 tons of low-carbon high-end battery aluminum foil project, with an estimated output value of 8 billion yuan and tax revenue of 500 million yuan.
Taiyuan: the electricity consumption of electrolytic aluminum enterprises is no longer preferential. After the preferential electricity price is cancelled, the electricity price of electrolytic aluminum industry will be strictly implemented in accordance with the relevant national regulations. At the same time, it is strictly prohibited to bring the electricity consumption of the electrolytic aluminum industry into the scope of the electricity price mechanism of Shanxi's strategic emerging industries, and it is strictly forbidden to implement preferential electricity prices for the electrolytic aluminum industry or in a disguised form.
On December 1, Xinplatinum disclosed that the total amount of funds raised would not exceed 780 million yuan, of which 548 million yuan would be used for the project with an annual output of 100000 tons of photovoltaic aluminum components. With the introduction of the "double carbon" target this year, which will bring great benefits to the new energy photovoltaic industry, Xinplatinum shares believe that the demand for aluminum components and aluminum profiles will also increase year by year. This fund-raising may provide more financial support for the new plots of the project and the projects that are put into production.
Relying on the Guinean Jinbo bauxite development project controlled by Zibo Rendi Aluminum, Shandong Kunhong Mining Co., Ltd. is committed to importing high-quality ores into China to meet the urgent needs of major domestic factories for Guinean bauxite. On December 1st, the Gimbo bauxite development project in Guinea achieved the successful shipment of 173000 tons of ore from the first ship of the project through cooperation with the local bauxite developer AGB2A (AGB2A), using the Gimbo combined Port (Kimbo&Co.Port) located in the Fatala River, Bofa Province, Guinea.
In response to the climate change goal of keeping the global average temperature rise within 2 degrees Celsius and striving within 1.5 degrees Celsius, the International Aluminum Association ((IAI)) has launched a new emission reduction plan for the aluminum industry to guide its members to take action to support the achievement of global emission reduction targets. The model is based on the net zero emission scenario model of the International Energy Agency before 2050, combined with the material flow analysis of the International Aluminum Association and the future aluminum demand scenario to measure the greenhouse gas emissions of the global aluminum industry.
Ministry of Industry and Information Technology: improve the recovery and utilization rate of renewable resources and strive to produce 2.9 million tons of recycled lead by 2025. On December 3, the Ministry of Industry and Information Technology issued a circular on the Industrial Green Development Plan of the 14th five-year Plan. The recycling of renewable resources is mentioned. Build a number of large-scale integrated green sorting, processing and distribution centers for scrap steel and scrap non-ferrous metals. By 2025, the recycling utilization of scrap steel, waste paper and waste non-ferrous metals will reach 320 million tons, 60 million tons and 20 million tons respectively. Among them, the output of recycled copper, recycled aluminum and recycled lead reached 4 million tons, 11.5 million tons and 2.9 million tons respectively. At the same time, requirements are made for the aluminum industry from the aspects of capacity replacement, promotion of green low-carbon materials, process conversion, recycling of renewable resources, promotion of green low-carbon technology and so on. It is proposed that the policy of capacity replacement in iron and steel, cement, flat glass, electrolytic aluminum and other industries should be strictly implemented. We will promote high-value recycling of renewable resources and achieve an output of 11.5 million tons of recycled aluminum by 2025.
On December 2, the General Office of the people's Government of Guangxi Zhuang Autonomous region issued a circular on the issuance of the general plan for the construction of Guangxi Baise key development and opening pilot area (2021-2030). The overall plan for the construction of the key development and opening experimental area of Baise in Guangxi (2021-2030) points out that the planning scope is 12 counties (cities and districts) of Baise City, with a planning area of 36300 square kilometers, with a planning period from 2021 to 2030, and looks forward to 2035. In the plan, it is proposed to give full play to the advantages of location and resources, actively integrate into the supply chain value chain of the international industrial chain, promote the high-end, intelligent and green development of traditional industries, and promote the optimization and upgrading of the aluminum industry chain. build China-ASEAN aluminum industry base.
With the consent of the people's Government of Ningxia Autonomous region, the Development and Reform Commission of Ningxia Autonomous region and the Department of Industry and Information Technology have jointly issued the guidance Catalog for Industrial structure Adjustment of double Control of Energy consumption in Ningxia Hui Autonomous region (hereinafter referred to as "catalogue"). The aim is to raise the standards for the prohibition, restriction and elimination of industries with high energy consumption and high emissions, in order to improve the level of energy utilization and speed up the withdrawal of high-consumption and inefficient production capacity. It plays an important role in curbing the blind development of the "two high" projects and promoting the transformation and upgrading of the industrial structure.
Saturnose, an Asian battery research and development company, has announced the development of the world's first aluminum battery. The project was initially funded by Saudi Arabia's Dana Venture Fund and has been in "secret" development for nearly five years. It is reported that Saturnose plans to publicly release its independent test of the chemical composition of its enhanced altered aluminum ion (Enhanced Altered Aluminum Ion,) battery, and plans to launch a solid-state rechargeable aluminum battery. It is said that Saturnose plans to put it into production in 2022, when it will become the world's first commercial aluminum-ion solid-state battery, and then gradually replace the riskier lithium-ion batteries.
According to the Circular on perfecting the ladder electricity Price Policy of the Electrolytic Aluminum Industry of the National Development and Reform Commission, the Sichuan Development and Reform Commission, in the light of Sichuan's own reality, formulated measures to improve the ladder electricity price policy of the electrolytic aluminum industry in Sichuan Province, and proposed that starting from 2022, it is necessary to improve the grading and price increase standards of ladder electricity prices, strictly prohibit the implementation of preferential electricity price policies for the electrolytic aluminum industry, and strengthen the collection of electricity charges for price increases. We will improve the system for the management and use of funds for tariff increases, and strengthen the supervision and inspection of the implementation of tiered electricity prices.
On December 15, Weiqiao Entrepreneurship Group helped Yunnan Rural Revitalization and jointly build a green and low-carbon demonstration industrial park series signing ceremony held in Kunming, Yunnan. Weiqiao Entrepreneurship Group formally signed a contract with the people's Government of Honghe Prefecture and Luxi County, marking a new step forward in the development of Yunnan plate of Weiqiao Entrepreneurship Group.
On December 16, entrusted by the National Standardization Management Committee, the national standard "Energy consumption limit of Electrolytic Aluminum and Alumina Unit products", organized and revised by the National Energy Foundation and Management Standardization Committee, has completed the draft for soliciting opinions. Now start soliciting opinions.
On December 20, Dingsheng Xincai announced that recently, Dingsheng Xincai and its wholly-owned son Wuxing Aluminum signed a framework "cooperation agreement" with Ningde era. According to the agreement, during the period from November 1, 2021 to December 31, 2025, Dingsheng New Materials and Wuxing Aluminum undertakes to supply power battery aluminum foil to Ningde era, with a total minimum supply of 512000 tons, and the final supply and price shall prevail in accordance with subsequent specific orders of both parties.
On 20 December, the Ministry of Ecology and Environment issued a reply on the scope of application of the exemption list of the National Hazardous waste list (2021 edition), which mentioned that aluminum ash and secondary aluminum ash are not managed as hazardous waste in the process of recycling aluminum, however, it is still necessary to abide by other relevant provisions of the Law of the people's Republic of China on the Prevention and Control of Environmental pollution by solid waste.
The KAP aluminum smelter, the last electrolytic aluminum plant in the Balkan Republic of Montenegro, stopped production on December 15th because of high electricity prices. At the same time, Voerde and Hamburg smelters owned by Trimet Aluminium, an European primary aluminum producer, also announced capacity cuts. It is reported that due to the high spot raw materials and energy prices of the two smelters, as well as the large increase in electricity prices in Germany, both smelters are currently unprofitable. The reduction accounts for about 30 per cent of the annual production capacity of the two smelters, which is expected to be reduced by about 70,000 tons per year.
Rusal, the world's leading aluminum producer, has launched the first phase of pilot production at the world's most advanced low-carbon aluminum production plant, Taishet Aluminum smelter, in Siberia, further fulfilling Rusal's commitment to decarbonization of its operational and consumer product chain. The smelter, which uses the most advanced technology, is one of the most environmentally friendly smelters in the world, using clean energy provided by the Siberian hydropower station, equipped with modern gas purification equipment and a closed water circulation system. The impact on the environment is minimal. Its carbon dioxide emissions are one of the lowest in the industry.
On December 21, Changzhou Aluminum Co., Ltd. issued an announcement, and the company held the 18th (interim) meeting of the sixth board of directors on December 21, 2021 to consider and approve the "motion on investing in a 100, 000-ton recycled aluminum plate, strip and foil project". It is agreed that the wholly-owned subsidiary Baotou Changaluminum will invest in the construction of a 100, 000-ton recycled aluminum plate, strip and foil project, with a total investment of about 220 million yuan. In addition, Changaluminum Technology, a wholly-owned subsidiary, has invested in a new 30, 000-ton special aluminum foil project for power battery. the total construction period of the project is 24 months, and the total investment is expected to be about 350 million.
The Ministry of Industry and Information Technology has completed the revision project plan of the carbon neutralization special industry standard system in 2021. It includes project plans for iron and steel industry and non-ferrous industry, including project name, cycle, competent department, focal unit, etc., in which the project cycle varies from 18 to 24 months.
Aluminum Corporation of China issued an announcement on December 22. It is said that Aluminum Corporation of China Limited intends to contribute RMB 1.02 billion in cash as a limited partner to establish a partnership (limited partnership) of Chinalco Suihe Nonferrous Metal Green low carbon Innovation and Development Fund (Beijing).
Constantin Popescu, chairman of, Alro Slatina's internal union, told the media on Dec. 23 that the company has begun plans to completely shut down its activities in the face of high prices and energy shortages in the energy market. Alro Slatina (BVB:ALR) is one of the largest integrated aluminum producers in Europe and one of the largest energy consumers in Romania, and the chairman of the board, Marian N é stase, could not be reached to confirm the decision.
In accordance with the guidance of the General Office of the State Council on creating a good market environment to promote the restructuring of the non-ferrous metals industry and the Ministry of Industry and Information Technology on the implementation of capacity replacement by means of merger and reorganization of electrolytic aluminum enterprises, the relevant requirements of the relevant requirements, the capacity replacement plan of the 1.9286 million-ton electrolytic aluminum construction project of Yunnan Honghe New Materials Co., Ltd.
Jiangsu Yitai Industrial Co., Ltd. announced on December 27th that it intends to issue convertible bonds with a total amount of no more than 650 million yuan. the funds raised will be used to invest in the annual production project of 1.1 million aluminum alloy parts for new energy vehicles and the second phase expansion project of precision aluminum alloy castings for cars in Mexico.
