The backbone electrolytic aluminum plant supports macro-control, but further limited tolerance

The backbone electrolysis aluminum plant supports macro-control, but further capacity is limited. From July 7th to 8th, the Economic Operation Bureau of the National Development and Reform Commission hosted a seminar on the production and management of some electrolytic aluminum enterprises in Kunming. More than 30 leaders of the national backbone enterprises attended the meeting. Since the beginning of this year, the government has issued a series of macro-control measures, including liquidation and strict approval of electrolytic aluminum investment, elimination of self-baked cells, two-time increase of electricity prices, strengthening of credit management, reduction of export tax rebates, etc., coupled with the fact that alumina prices are still high. In the interval, aluminum prices have been oscillating violently, and the overall price has moved downwards. The electrolytic aluminum industry has entered a period of trouble while continuing to develop. At present, there are still many uncertainties. Electrolytic aluminum, an international and market-oriented product and industry, has entered an unforeseen blind spot for development in China. Therefore, this meeting was greatly concerned by the production enterprises. The aluminum entrepreneurs from the front line of production and operation had a lot of feelings. They spoke freely at the meeting and formed a lot of strong consensus. Antaike is summarized and summarized as follows: 1. It is widely believed that a series of macro-control policies issued by the central government on the electrolytic aluminum industry will have a positive impact on the long-term healthy development of the electrolytic aluminum industry, mainly in the following aspects: 1. Effective containment The disorderly expansion of the electrolytic aluminum industry has inhibited investment overheating. 2. It reflects the country’s policy of supporting excellent and supporting the strong, and in the long run, it is conducive to the development of advantageous enterprises. 3, is conducive to environmental protection and rectification of non-standard investment behavior. 4. It will help speed up the elimination of backward electrolytic aluminum production capacity and optimize the industrial structure. 5. It is beneficial for electrolytic aluminum companies to take a new road to industrialization. 2. Representatives of the participating enterprises focused on discussing the serious impact of the country’s recently introduced tariff adjustment policy on the production and operation of aluminum enterprises. The main ones are: 1. After the tariff adjustment, the electricity price of most key aluminum enterprises is reaching 0.35 yuan/ The high level of Kwh is one of the main reasons leading to the loss of many electrolytic aluminum companies. The loss of a large area of ​​an industry is a very unusual phenomenon in itself. 2. This time the adjustment of the electricity price of the electrolytic aluminum enterprises has been excessive, exceeding the bearing capacity of most electrolytic aluminum enterprises. 3. The State shall support the direct power supply from the power plant to the aluminum plant and determine a reasonable net fee. 4. There are inadequacies in adding a variety of funds to the captive power plant, offsetting the advantages of the captive power plant. Taking Henan as an example, the three additional fees increase by 4.3 points, and the cost of the aluminum and electricity integration companies has increased substantially and the advantages have been lost. 5. The electricity price policy introduced this time must be strictly implemented to prevent price adjustments in disguise. Local governments should supervise and supervise the implementation of the policies; 6. Various policies are implemented in combination. In addition, banks impose a credit crunch on electrolytic aluminum, and companies generally face cost pressure and financial constraints. Normal production has been greatly affected. 7. The NDRC shall, together with relevant departments, clearly and publicly list the restricted and eliminated enterprises or capabilities of the electrolytic aluminum industry, and increase the transparency and seriousness of policies and regulations. 8. The State must formulate its control policies in a positive and sound manner. It must also fully consider the affordability of existing enterprises and must not be put to death. III. Issues relating to export tax rebates for aluminum ingots and credit issues 1. The adjustment of the export tax rebate rate from 15% to the current 8% has had a great negative impact on the operation of aluminum companies. All aluminum companies have unanimously called on government agencies not to Then consider continuing to introduce such policies as canceling processing trade and reducing export tax rebates. 2. Trade policies should also be treated differently. Enterprises that meet industrial policies need to be open to the outside world. 3, credit policy should be treated differently, especially for key aluminum companies should continue to give support. Fourth, on the implementation of aluminum resources "going out" strategy and alumina imports 1, the state should support key aluminum companies to control and develop aluminum resources abroad, make full use of key enterprises of technology, capital and geographical advantages as soon as possible to implement several large Alumina project. 2. The implementation of foreign aluminum resources development can not be swarms, choose a few key enterprises that have real advantages to give key support. 3. Properly expand or liberalize the general trade import of alumina and do not cancel processing trade. 4. Key aluminum companies should establish purchasing alliances or joint ventures to jointly purchase foreign alumina. 5. The State shall issue relevant support policies for the development of overseas aluminum resources as soon as possible, including the establishment of special funds and preferential export credits. V. Positioning of the Aluminum Industry 1. The delegates believed that the aluminum industry should be positioned as an important raw material industry for the national economy and a promising industry for the economy, and made great contributions to the economic growth of the country and the region. We must look at the development of the aluminum industry with a development perspective. 2. The distribution and planning of China's aluminum industry should be well done, policies should be stable and long-term, and aluminum enterprises should be guided to formulate a correct development strategy. 3. Concentrate on how to further develop the aluminum industry. Summarize the experience and lessons, avoid detours, and turn back. Don't always plant in the same place to keep the industry healthy.

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