Focusing On Chain Operation, High-end Manufacturing, And Deep Processing Is The Only Way To Achieve High-quality Development Of The Aluminum Industry

Aluminum is a metal material with a production and usage second only to steel in the world. It is widely used in fields such as building decoration, food packaging, household appliances, transportation, aerospace, and electronic communication, and is an important foundational material supporting the development of the national economy. In recent years, the domestic aluminum industry has shown a sustained, stable, and high-quality development trend. Driven by the demand for livelihood projects, new economy, and consumer transformation, the domestic aluminum industry is moving towards a more efficient and sustainable development path, gradually moving towards refinement and deep processing. Recently, the Ministry of Industry and Information Technology released the "Implementation Plan for High Quality Development of the Aluminum Industry (2025-2027)" (hereinafter referred to as the "Implementation Plan"), which provides complete and accurate development guidelines for the domestic aluminum industry in the future, and comprehensively elaborates on aspects such as ensuring resource supply, optimizing industrial structure, promoting technological innovation, and green digital transformation.
As a leading enterprise in the domestic aluminum processing industry, Shandong Nanshan Aluminum Industry Co., Ltd. (hereinafter referred to as "Nanshan Aluminum"), founded in 1993, will fulfill its responsibilities of the times, conscientiously implement the "Implementation Plan for High quality Development of Aluminum Industry (2025-2027)", always focus on building a world-class high-end aluminum industry base, strive to achieve the long-term goal of leading the global aluminum processing industry to leapfrog development, and promote the high-quality and vigorous development of China's aluminum industry.
1, Consolidate the foundation of aluminum ore security and strengthen the guarantee of recycling and utilization of recycled aluminum resources
China's bauxite resources have a relatively low global proportion and are highly dependent on imports. In the current complex and ever-changing international situation, the security of bauxite supply is facing unprecedented challenges. Therefore, improving the comprehensive utilization rate of bauxite resources and domestic waste aluminum recycling has become an important strategy for the steady development of China's aluminum industry. The Implementation Plan not only proposes to accelerate the increase in reserves and production of domestic bauxite resources, comprehensively utilize mineral resources, but also clearly proposes to improve the management system for aluminum product recycling, promote standardized recycling and fine sorting of recycled aluminum raw materials, improve the efficiency and proportion of recycled aluminum raw material recycling, promote the integrated development and high-value utilization of recycled aluminum with primary aluminum and aluminum processing. Nanshan Aluminum, relying on its high market share and industrial cluster advantages in the domestic can market, began investing in the construction of the "High Quality Recycled Aluminum Comprehensive Bonded Utilization Project" in 2019. It recycles waste materials such as cans, materials, and process waste from automobile manufacturers from downstream customers for graded recycling, greatly reducing resource waste and achieving advanced product performance indicators in China.
2, Optimize industrial structure, steadily invest in layout, and achieve high-end chain development of industries
Driven by the supply side structural reform, China's electrolytic aluminum production capacity has reached a "ceiling". With the further increase in the concentration of China's aluminum industry, the industrial chain agglomeration model has emerged. The Implementation Plan proposes to carefully construct alumina projects, optimize the existing domestic electrolytic aluminum production capacity layout, encourage the transfer of electrolytic aluminum production capacity to clean energy rich, environmentally and energy capacity areas, and specifically point out that Shandong and other relevant regions should build aluminum processing billets and aluminum processing materials production and supply bases, forming an industrial cluster with terminal products as the core. Nanshan Aluminum has always adhered to the principle of "based on the main business and chain operation", continuously improving the supporting upstream aluminum industry chain, and adhering to the development strategy of "innovation driven, high-end manufacturing, and deep processing" in the downstream aluminum processing sector. It deeply explores technologies such as aluminum rolling, aluminum extrusion, aluminum die-casting, and aluminum machining, and strives to create a high-end product series with automotive lightweight materials, aviation materials, power battery foils, tank packaging materials, and aviation precision components as the core. In 2024, the sales volume of high-end products of Nanshan Aluminum Industry accounts for about 14% of the total sales volume, and the gross profit of high-end products accounts for about 25% of the total gross profit of aluminum products. Nanshan Aluminum will continue to build an efficient and collaborative integrated production and sales network, leverage the synergistic effect of industrial clusters, and provide strong support for the development of the industrial chain.
3, Firmly committed to innovative development, expanding high-end application scenarios in the aluminum industry, and continuously leading technological breakthroughs in the industry
At present, domestic aluminum consumption remains in the peak range, but demand in the construction sector is gradually declining. With the transformation of energy structure, driven by the "new three" industries such as photovoltaics, energy storage, and new energy vehicles, demand in the electronic power and transportation sectors is maintaining a high growth rate, prompting domestic aluminum enterprises to gradually catch up with international advanced levels in the development of new energy power batteries, high-performance aluminum alloy materials, and other areas. The Implementation Plan points out that advanced technologies with independent intellectual property rights and core competitiveness should be formed around energy conservation and consumption reduction, new aluminum alloy preparation, and grade protection recycling. Research and industrial application of aluminum alloy material preparation technologies such as high strength, high toughness, and corrosion resistance should be carried out to strengthen the supply capacity of high-end products; Support leading enterprises in the aluminum industry to establish innovative alliances with research institutes and universities, promote efficient collaboration between industry, academia, research and application, and accelerate the formation of practical productivity through research and development achievements. Nanshan Aluminum has multiple national and provincial research and development platforms, as well as the only national aluminum alloy pressure processing engineering technology research center in the industry. To date, it has obtained more than 170 authorized patents and participated in the development of over 180 national and industry standards. In 2023, the domestically produced large aircraft C919 assisted by Nanshan Aluminum successfully completed its first commercial flight. The product is mainly used in the fuselage frame, partition, wing wall panel, wing beam, and wing rib of C919, ARJ21 and other models.
4, Comprehensively promote green and digital transformation, based on a higher standard and higher efficiency industrial ecosystem
In recent years, green and low-carbon have become a common theme for global sustainable development. The EU Carbon Border Adjustment Mechanism officially entered the transition period in October 2024 and the implementation period on January 1, 2026, putting forward higher requirements for the green and low-carbon development of China's aluminum industry. The rapid development of emerging industries such as artificial intelligence provides enormous opportunities for the transformation and upgrading of the entire aluminum industry chain in China. The Implementation Plan proposes to promote the upgrading and technological transformation of equipment such as large-scale aluminum electrolytic cells and new stable flow insulated aluminum electrolytic cells, build a number of green mines, green factories, and green industrial parks, and promote the formulation and revision of standards and technical specifications for carbon emission accounting, low-carbon process technology, energy consumption, etc; Promote the deep application of digital technology in the entire industry chain of aluminum mining, smelting, and processing, and create a number of benchmark factories and enterprises for the digital transformation of the aluminum industry chain. Nanshan Aluminum has always adhered to green development, internally building an ESG green energy system, and externally focusing on "green carbon reduction in the aluminum industry chain". It vigorously develops and constructs rooftop photovoltaic power generation projects in the park, eliminates outdated electrolytic aluminum production capacity, and replaces thermal power aluminum with recycled aluminum that is guaranteed to be recycled; Persist in digital transformation, accelerate the construction of digital factories, and explore new technologies, new businesses, and new models. Build a comprehensive integrated processing platform for manufacturing execution system (MES), enterprise resource planning management (ERP), etc., to achieve multi-faceted and comprehensive capture, processing, adjustment, and feedback of production planning management, production process monitoring, project development process, logistics management, equipment management, etc. within the entire process system, and construct a production information management solution for the workshop execution layer. Next, Nanshan Aluminum Industry will continue to increase research and development efforts in the reserve of recycled aluminum application technology, and reach the world's advanced level in alloy design and grade protection utilization. Continue to expand the production capacity of recycled aluminum, accelerate digital transformation, promote energy conservation, emission reduction, and clean production in the aluminum industry chain, and play a leading role in demonstrating the green and sustainable development of the industry.
5, Based on the global perspective, adhere to the globalization strategy of "domestic and foreign double circulation", and create a model of Chinese path to modernization aluminum enterprises.
Currently, the globalized economy is undergoing significant structural changes. As a manufacturing powerhouse, China must rely on product quality, production efficiency, innovative design, and brand to win the international market and participate in global market competition. The Implementation Plan encourages enterprises to leverage their advantages in aluminum technology, techniques, equipment, standards, services, etc., strengthen mutually beneficial cooperation with resource rich countries, promote the extension of bauxite development to primary product production, and integrate into the global aluminum industry supply chain; Actively respond to trade frictions, guide high-level exports of high-end aluminum based new materials and products, and encourage the import of high-quality recycled aluminum raw materials that meet national requirements. In recent years, Nanshan Aluminum Industry has accelerated its transformation pace, focusing on the development of high value-added products represented by automotive lightweight materials, aviation materials, power battery foils, high-end alumina, electrolytic refined aluminum, etc. By 2024, the company's exports will account for about 40%, and its products will mainly target multiple countries and regions such as Europe, America, South Korea, Japan, and Southeast Asia. With the adjustment of global industrial structure and layout, Nanshan Aluminum Industry is focusing on developing overseas business, conducting industrial layout in countries and regions such as Indonesia, Europe, America, Australia, etc., building industrial clusters in Indonesia, and enhancing the stability and competitiveness of the supply chain. Practice has proven that overseas layout plays a crucial role in improving the industrial chain layout and accelerating the development of internationalization strategy. Nanshan Aluminum Industry will further promote the investment and construction of related projects such as alumina, electrolytic aluminum, and aluminum deep processing in Indonesia, forming better industrial layout and scale advantages, and achieving a new level of development.