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[SMM Announcement] Announcement on the Revision of SMM China Primary Aluminum Production

Published: May 28, 2026 17:00

Dear User,

Greetings! Based on publicly available information such as irregular reports from listed enterprises and public market communications, SMM has made partial revisions to China's monthly primary aluminum production data. The affected data points are as follows:

(I) Primary Aluminum Supply Data

  1. Newly AddedIndicator - SMM: Aluminum Production: Others - a12871215

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production; ex-China primary aluminum production is only revised irregularly in line with listed enterprise reports

  2. SMM: Aluminum Production: Total: Monthly - a10004408

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production; ex-China primary aluminum production is only revised irregularly in line with listed enterprise reports

  3. SMM: Proportion of Liquid Aluminum: Aluminum Production: Monthly - a10124317

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production; ex-China primary aluminum production is only revised irregularly in line with listed enterprise reports

  4. SMM: Operating Aluminum Capacity: Monthly - a10146955

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production; ex-China primary aluminum production is only revised irregularly in line with listed enterprise reports

  5. SMM: Aluminum Operating Rate: Monthly - a10146957

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production; ex-China primary aluminum production is only revised irregularly in line with listed enterprise reports

  6. SMM: Aluminum Operating Rate: YoY: Monthly - a10004254

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production; ex-China primary aluminum production is only revised irregularly in line with listed enterprise reports

(II) Aluminum Balance Data

  1. SMM: Aluminum Balance: Production: Monthly - a10004370

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  2. SMM: Aluminum Balance: Apparent Consumption: Monthly - a10004372

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  3. SMM: Aluminum Balance: Annualized Capacity: Monthly - a10004373

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  4. SMM: Aluminum Balance: End-Use Consumption: Monthly - a10004375

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  5. SMM: Aluminum Balance: End-Use Consumption Growth: Monthly - a10004376

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  6. SMM: Aluminum Balance: Inventory/Consumption: Monthly - a10004377

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  7. SMM: Aluminum Balance: Production YoY: Monthly - a10004378

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  8. SMM: Aluminum Balance: Cumulative End-Use Consumption Growth: Monthly - a10004379

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  9. SMM: Aluminum Balance: Cumulative Production Growth: Monthly - a10004380

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

(III) Aluminum Balance Data - Demand Derived from Processed Products

  1. SMM: China Aluminum Balance: Production: Monthly - a12858073

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

  2. SMM: China Aluminum Balance: Primary Aluminum Balance: Monthly - a12858084

    1. Dates Affected: 2023-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production

(IV) Alumina Balance Data

  1. SMM: Alumina Balance: End-Use Consumption: Monthly - a10004384

    1. Dates Affected: 2024-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production, resulting in changes to China's alumina consumption

  2. SMM: Alumina Balance: Balance Value: Monthly - a10004385

    1. Dates Affected: 2024-Jan 2026

    2. Note: Changes were caused by revisions to China's primary aluminum production, resulting in changes to China's alumina consumption

SMM is committed to ensuring data accuracy and has made the above revisions to historical data accordingly. We sincerely apologize for any inconvenience this may cause.

SMM Aluminum Research Team

May 28, 2026

Aluminum Division

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
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