Listen to the voice of the two sessions and seek non-ferrous development [SMM]

The fifth session of the 13th CPPCC National Committee and the fifth session of the 13th National people's Congress were held in Beijing on March 4 and 5, 2022, respectively. What kind of voice will the delegates convey to the metal industry? What kind of advice do you give to the industry? SMM tracks the voice of the two sessions in real time for you, please follow us!

Aluminum

Zhang Xin: building a modern silicon-based and aluminum-based industrial system with international competitiveness

Zhang Xin, party committee secretary and chairman of the National people's Congress / Special Transformation Electric Co., Ltd.: since the beginning of this year, the party committee of the autonomous region has opened a new bureau and a new chapter in the light of Xinjiang's actual conditions, and a large number of reform measures conducive to high-quality economic and social development have been implemented on the ground. Xinjiang's soft environment for development has been continuously optimized, and the new results of reform, development and stability have benefited the people of all ethnic groups in Xinjiang. "View details

Feng Haiyan, deputy to the National people's Congress and chief engineer of the Safety and Environmental Protection Department of Chinalco Guangxi Branch: at present, there are some problems in China's recycled aluminum industry, such as urgent improvement of industrial structure, lack of industrial planning and industry norms, difficult examination and approval of energy consumption indicators, difficult supply of raw materials and systematic recycling system and specialized recycling model of waste aluminum. It is proposed to vigorously develop the green recycling industry of recycled aluminum, realize large-scale, intensive and modern production, reduce production costs and expand profit space. Actively establish a low-carbon park, participate in the pilot construction of Cundafeng, and further enhance the importance and contribution rate of regional green and low-carbon cycle development.

Deputy to the National people's Congress / Gao Bingwei, employee of Shanxi Chinalco China Resources Co., Ltd.: continue to reform the supply side of electrolytic aluminum and comprehensively promote the comprehensive utilization of bulk solid wastes of non-ferrous metals. It is proposed that the supply-side reform of electrolytic aluminum should be carried out continuously, the extensive expansion of electrolytic aluminum production capacity should be strictly controlled, the adjustment of energy structure of enterprises should be encouraged, the utilization rate of fossil energy should be reduced, and differential electricity prices should be implemented. instead, enterprises are forced to carry out technological upgrading and fine management. Second, it is necessary to realize the large-scale and group operation of electrolytic aluminum, establish a fine management and industrial chain system, improve industrial concentration, build an industrial alliance between the upstream and downstream of the aluminum industry, ensure that aluminum water does not fall to the ground, and enable enterprises to effectively control costs. suggestions such as improving anti-risk ability.

Member of the CPPCC National Committee / Academician of the Chinese Academy of Engineering / President of Beijing Industrial and Commercial University Sun Baoguo: improve the standard system of food contact aluminum cans primary recycling industry chain. Some suggestions are put forward, such as perfecting the relevant laws and regulations of recovery and recycling of industrial chain, perfecting the construction of industrial development standard system, supporting the breakthrough of recycling technology of food contact materials, and so on.

Continuous updates ~

Cobalt and lithium

Deputies to the National people's Congress proposed to take a look at the new energy field!

Wang Fengying, deputy to the National people's Congress and president of Great Wall Motor: this year, the two sessions put forward three proposals, including activating spare capacity resources, encouraging mergers and restructuring, solving the safety problem of power batteries, and promoting the rapid development of China's automobile regulation-level chip industry. Wang Fengying suggested that in the face of a serious shortage of chips in the automotive industry, priority should be given to solving the problem of "lack of core" in the short term, improve the industrial layout in the medium term, and build a long-term mechanism for the introduction and training of industrial talents to achieve long-term sustainable development.

Lei Jun, deputy to the National people's Congress: this year, we have prepared four proposals to be submitted to the Congress: to build a carbon footprint accounting system for new energy vehicles, to speed up the construction of infrastructure for high-power fast charging of new energy vehicles, and to further strengthen the recycling of electronic waste, promote private enterprises to deeply participate in public welfare charities.

Liu Hanyuan, deputy to the National people's Congress and chairman of Tongwei Group: this year, the two sessions put forward proposals to promote the sustainable and healthy development of renewable energy and promote the effective landing of the dual-carbon goal. First, it is suggested to support the development of photovoltaic and other renewable energy industry, and the production energy consumption of raw materials and all links of the industrial chain will not be included in the assessment of total energy consumption; second, it is suggested to improve relevant norms and standards as soon as possible, supporting corresponding policies and mechanisms, and increasing support to guide electric vehicles to become Electroweb energy storage terminals. Third, it is proposed to improve the zero-carbon and low-carbon energy self-sufficiency rate of photovoltaic and other renewable energy manufacturing industry.

Jiang Weiping, deputy to the National people's Congress and chairman of Tianqi Lithium Industry: it is suggested to speed up the green development of lithium mineral resources in Sichuan. Jiang Weiping said that speeding up the development and utilization of lithium ore resources in Sichuan is to fully implement the strategy of "a new development pattern with the domestic big cycle as the main body and the domestic and international double cycles promote each other," and to ensure the security of the supply chain of the country's important strategic resources. an important measure to achieve the national goal of "double carbon" is also to speed up the transformation of Sichuan's resource advantage into production capacity advantage, and make full use of the window period of energy structure reform. It is an inevitable choice to better promote the adjustment of economic structure and the transformation of energy consumption.

Hong Jie, deputy to the National people's Congress / Chairman of Sankushu Coatings Co., Ltd.: put forward suggestions during the two sessions to promote the classification of domestic waste and improve the recycling system of renewable resources. "View details

Deputy Jiang Weiping: speeding up the Green Development of Lithium Mineral Resources in Sichuan

Jiang Weiping, deputy to the National people's Congress and chairman of Tianqi Lithium Industry Co., Ltd.: at the two sessions this year, he put forward a proposal to speed up the green development of lithium mineral resources in Sichuan. Jiang Weiping said that the production and sales of new energy vehicles in China in 2021 were 3.545 million and 3.521 million respectively, an increase of 1.6 times compared with the same period last year. Among them, the production and sales of pure electric vehicles completed 2.942 million and 2.916 million respectively, an increase of 1.7 times and 1.6 times respectively over the same period last year, while plug-in hybrid vehicles completed production and sales of 601000 and 603000 vehicles, an increase of 1.3 times and 1.4 times respectively over the same period last year. "View details

Representatives of automobile companies have a heated discussion on new energy vehicles involving carbon footprint, subsidies, power batteries, recharging and so on.

Zeng Yuqun, member of the CPPCC National Committee and chairman of Ningde Times New Energy Technology Co., Ltd.: put forward a proposal that China should speed up the exploration and development of domestic lithium resources to ensure the security of the supply chain, and at the same time strengthen independent innovation and tackling key scientific and technological problems. improve the level of recycling and efficient utilization of resources. "View details

Robin Li: speeding up autopilot policy innovation and developing green AI

Li Yanhong, member of the CPPCC National Committee / Baidu CEO: China's self-driving has entered a critical period of landing, and technology has paralleled and even led the world, but the development of China's high-grade self-driving vehicles still faces many problems. It is necessary to further break through the policy bottlenecks that do not adapt to the development of technology and industry, and stimulate the innovation ability in the field of self-driving. "View details

Ding Shiqi: it is proposed to extend the subsidy for new energy vehicles and continue to be exempt from purchase tax until 2025.

Ding Shiqi, deputy to the National people's Congress and deputy general manager of Tongling Nonferrous Group, said during the two sessions this year that he proposed to extend the subsidy for new energy vehicles and continue to exempt the purchase tax from vehicle and ship tax until 2025 to support the high-quality development of the new energy vehicle industry. "View details

Wang Fengying: it is suggested to strengthen the top-level design of thermal runaway protection technology of power battery.

Wang Fengying, General Manager of Great Wall Automobile: in fact, the mature power battery thermal runaway protection technology has been launched, but there are still some problems in promotion and application, such as the lack of top-level planning is not conducive to rapid promotion, the stock of new energy vehicles are not equipped with, and so on. "View details

Liu Hanyuan of Tongwei Group proposes to guide electric vehicles to become Electroweb energy storage terminals.

Liu Hanyuan, deputy to the National people's Congress and chairman of Tongwei Group: put forward suggestions to promote the sustainable and healthy development of renewable energy and help the effective landing of the dual-carbon goal. First, it is suggested to support the development of photovoltaic and other renewable energy industry, and the production energy consumption of its raw materials and all links of the industrial chain will not be included in the assessment of total energy consumption; second, it is suggested to improve relevant norms and standards as soon as possible, support corresponding policies and mechanisms, and increase support to guide electric vehicles to become Electroweb energy storage terminals. "View recommendations

Zhang Tianren: promoting the healthy and orderly Development of four-wheeled low-speed Electric vehicle Industry

Zhang Tianren, deputy to the National people's Congress / chairman of Tianneng Group: four-wheeled low-speed electric vehicles without financial subsidies and government support have been living in the gap of policy, but production and sales have maintained an average annual growth rate of more than 30%. It shows that it has a strong market vitality and is likely to exceed 30 million in 2030. "View details

Tang Yue: it is suggested to support Changsha in building a national advanced energy storage industry cluster.

Tang Yue, deputy to the National people's Congress and chairman of Chutian Science and Technology: it is suggested that Changsha be included in the focus of the construction of national advanced energy storage industry clusters, make use of the energy storage industry to promote the high-quality development of Changsha industry, and at the same time solve the unfavorable factors of insufficient electricity consumption and high electricity price in Changsha. "View details

What is the signal from the new energy vehicles mentioned in the government work report?

Xiao Yaqing, minister of industry and information technology, said in an interview at the Great Hall of the people in Beijing on March 5 that sales of new energy vehicles in China were very good in the first two months of this year, both of which had more than doubled. They are expected to reach the expected target this year and may well exceed the expected target. "View details

Deputy to the National people's Congress / Jingke Energy CEO Chen Kangping: it is proposed to promote the high-quality development of new energy storage through mechanism upgrading and more transparent policies. He suggested that on the basis of speeding up the construction of all kinds of electricity markets, study and compile a trading guide for new types of energy storage to participate in the electricity market, and clarify the trading mechanism, price formation mechanism and technical standards for the new type of energy storage to participate in the medium-and long-term trading market, spot market, auxiliary service market, and so on.

Continuous updates ~

Black system

He Wenbo: implementing the "Cornerstone Plan" to improve the guarantee ability of Iron Resources in China

He Wenbo, member of the CPPCC National Committee and secretary of the party committee and executive chairman of the China Iron and Steel Association: in view of the insufficient development of domestic iron ore resources, the low proportion of iron ore in overseas rights and interests, and the imperfect recycling system of scrap resources, he Wenbo suggested that we should open up green examination and approval channels to speed up the development of domestic iron ore resources.

The National Development and Reform Commission, together with the Ministry of Industry and Information Technology, the Ministry of Natural Resources, the Ministry of Ecological Environment, the Ministry of Emergency Management and other departments to form an inter-ministerial coordination and promotion system, urge localities to establish corresponding working mechanisms, strengthen comprehensive coordination, and open up green channels to solve problems in project examination and approval and development and construction. We will promote the development of resources in important metallogenic belts and ensure that a number of projects with superior resource endowments, large scale and strong cost competitiveness are completed and put into operation. "View details

Zhang Yongli: include iron ore in the catalogue of industries encouraged by the development of the western region

Deputy to the National people's Congress / Secretary of the Party Committee and Chairman of the Western Mining Group Company Zhang Yongli: in this year's government work report, it is clearly proposed to implement a new combined tax and fee support policy. we will continue to implement the policy of tax reduction and fee reduction to support manufacturing, small and micro enterprises and individual industrial and commercial households, comprehensively consider providing cash flow support for enterprises, promoting consumer investment, and vigorously improving the VAT retention and rebate system. "View details

Continuous updates ~

Rare earth elements

Wang training: with the national team, the rare earth downstream should also make up for the deficiency.

Wang training, member of the CPPCC National Committee, vice chairman of the Beijing Municipal Committee of the Jiusan Society, and professor of the China University of Geosciences: he expressed his views on the issue of "improving market incentive policies and promoting technological breakthroughs in rare earth downstream industries." When analyzing the reasons for the uncoordinated development of the upstream and downstream of the industry, Wang training pointed out: first, the concentration of the upstream of the rare earth industry is high, and the profit difference between the upstream and downstream of the industry is obvious. China's rare earth resources are controlled by four rare earth groups (China rare Earth Group, Northern rare Earth, Xiamen Tungsten Industry and Guangdong rare Earth). In the production cost structure of mining and metallurgy, the ratio of resource to environmental cost is relatively low, and the technical advantage is obvious. the resource supply occupies a dominant position in the international rare earth market with high profits. However, the enterprises in the lower reaches of China's rare earth industry chain are relatively scattered, the market competition is fierce, and the profit space is small. "View details

Continuous updates ~

Silicon

Cao Renxian: it is suggested to improve the formation mechanism of grid price for photovoltaic power generation as soon as possible.

Deputy to the National people's Congress / Chairman of Sunshine Power Cao Renxian: improve the price formation mechanism of photovoltaic power generation as soon as possible, and establish the price mechanism of photovoltaic power station energy storage system as soon as possible. Cao Renxian believes that according to the Renewable Energy Law, it is urgent to determine the grid electricity price of new projects according to the current cost and reasonable income of photovoltaic power stations, speed up the development and utilization of photovoltaic, and ensure the realization of the double carbon goal as scheduled. "View details

Continuous updates ~

In terms of small metals

Sun Zhaohui, member of the CPPCC National Committee / first-class expert of Panzhihua Iron and Steel Group Research Institute Co., Ltd. / Deputy Director of the State key Laboratory for Comprehensive Utilization of Vanadium and Titanium Resources: to carry out key core technologies and collaborative innovation of the whole industry chain, to promote the transfer and transformation of achievements, to create a world-class industrial cluster of vanadium and titanium new materials, to promote the high-end development of vanadium and titanium new materials industry, and to enhance the guarantee Form a strong support for the national strategic needs.

Continuous updates ~

In terms of precious metals

Song Xin: insisting on reducing the burden for gold mining enterprises

Song Xin, member of the CPPCC National Committee / Secretary of the Party Committee and Chairman of China Energy Saving and Environmental Protection Group Co., Ltd.: once again paid attention to the topic of mining rights transfer income in the proposal. The economic connotation relationship between mining right transfer income and resource tax has not been straightened out; the calculation of mining right transfer income does not take into account the early input of the enterprise; the collection form based on the amount of income may make it difficult to protect the owners' rights and interests. "View details

Continuous updates ~

Regeneration and carbon emissions

Li Daokui: it is suggested to promote the establishment of a national unified market for carbon emissions and introduce a carbon tax as soon as possible.

Li Daokui, member of the CPPCC National Committee and director of the China Institute of Economic thought and practice at Tsinghua University: carbon peak and carbon neutralization are China's solemn commitments to the international community, which must be resolutely implemented. However, there are some prominent problems in the current dual-carbon work, which are mainly reflected in the fact that various departments and regions carry out their own policies and put forward their own carbon reduction targets and plans, and the local optimization leads to the overall sub-optimity. it has a direct impact on the economic operation. "View details

Hong Jie: attach importance to the issue of invoicing in the renewable resources recovery industry to promote the landing of the "first invoice"

Hong Jie, deputy to the National people's Congress / Chairman of Sankushu paint Co., Ltd.: the recycling of renewable resources is based on the continuous recycling of materials, which is mainly marked by the fact that resources can be used forever and maintain a good ecological environment. it not only meets the needs of contemporary economic development, but also does not damage the development of future generations' ability to meet demand. Renewable resources recovery industry is in line with the national policy guidance, is to reduce carbon emissions, to achieve "carbon peak, carbon neutralization" important starting point. In the context of the "double carbon" goal, renewable resources recovery ushered in development opportunities, the development of the industry into the fast lane, led to a substantial increase in demand downstream of the industry, the industry from recovery-driven mode to demand-driven mode, entered a period of rapid growth. "View details

GE Honglin, member of the standing Committee of the CPPCC National Committee and secretary of the party committee and president of the China Nonferrous Metals Industry Association: with regard to recycling, GE Honglin believes that high energy-consuming products are often high-energy-carrying products, and we should cherish the energy consumption in the initial production process and maximize it into the carrying capacity of recycling in the future. It can be said that recycling is the process of transforming the release of high energy consumption into low energy consumption products. For example, steel produced from scrap steel through an electric furnace saves the energy consumption of iron ore through blast furnace ironmaking; aluminum produced from recycled aluminum saves the energy consumption of electrolytic aluminum production through alumina, which can be described as "energy consumption for life".

Li Wei, deputy to the National people's Congress / Secretary of the Party Committee and Chairman of Henan Shenhuo Group Co., Ltd.: the iron and steel and non-ferrous metal smelting industry is a "two-high" industry with high energy consumption and high emissions. With the continuous promotion of the country's "double control" policy, it will to a large extent restrict the iron and steel and non-ferrous metal smelting industry, and the development of recycled metal industry is in line with the national development strategy, which is conducive to saving resources, purifying the environment, saving energy and reducing emissions. Promote the development of circular economy.

He Jinbi, deputy to the National people's Congress / Chairman of the Maike Group Board of Directors: proposed to speed up the high-quality development of China's recycled non-ferrous metals industry, and suggested that: further strengthen the top-level design and speed up the construction of a competitiveness-oriented policy system; further speed up industrial upgrading, improve the overall operation quality of the industry, and further deepen international cooperation to form a positive interaction with the transformation and upgrading of domestic industries.

Continuous updates ~