PDF《The China Aluminium》

The China Aluminium Births, Deaths and Marriages Report A complete table and report on all new smelters planned, smelters idled, and decommissioned plants Volume 1, Number

1 April

2013 Summary Total capacity(kt) as of 31/12/2012 31/3/2013 12/31/2013f 2014f 2015f Available 28,466 28,616 30,780 Idle 4,042 4,377 6,100 New capacity due:

600 3590

2100 2600 Decommissioned (closed)

374 - Regional Overview (as of year end) Operating Capacity Q1

2013 Available Capacity

2011 2012

2013 (f) By Region Available Idle Operating Northwest 7,955 9,920 12,770 Northwest 9,920 1,370 8,550 Eastern 4,820 5,475 5,425 Eastern 5,475

750 4,725 Central 5,220 4,976 4,520 Central 4,976 1,109 3,867 Northern 3,855 3,615 3,245 Northern 3,615

230 3,385 Southwest 2,835 3,380 3,720 Southwest 3,530

498 3,032 South

800 800

800 South

800 420

380 Northeast

235 300

300 Northeast

300 -

300 Total 25,720 28,466 30,780 Total 28,616

4377 24,239 China Aluminium - Births, Deaths and Marriages HEILONGJIANG JILIN LIAONING INNER MONGOLIA HEBEI SHANDONG JIANGSU ZHEJIANG FUJIAN GUANGDONG TAIWAN HAINAN YUANNAN GUANGXI JIANGXI HUNAN HUBEI HENAN SHANXI Beijing Tianjing SHAANXI GUIZHOU CHONGQING SICHUAN NINGXIA GANSU QINGHAI TIBET XINJIANG Southwest ANHUI Shanghai East Northern South Northwest Northeast Central 35% 19% 17% 13% 12% 3% 1%

2012 Capacity Northwest Eastern Central Northern Southwest South Northeast 31% 19% 20% 15% 11% 3% 1%

2011 Capacity Northwest Eastern Central Northern Southwest South Northeast 41% 18% 15% 10% 12% 3% 1%

2013 Capacity Northwest Eastern Central Northern Southwest South Northeast 23,000 24,000 25,000 26,000 27,000 28,000 29,000 30,000 31,000 32,000

2011 2012

2013 (f) Availabe capacity (kt) - 2,000 4,000 6,000 8,000 10,000 12,000 Available and Operating capacity in Q1

2013 Available Operating Province Chinese name English name Region Capacity as of Dec.

31 2011(kt) Capacity as of Dec.

31 2012(kt) Capacity as of Mar.

31 2013(kt) Operating capacity in Mar.2013 Closed in

2012 New capacity in

2012 Idled

2013 2014

2015 Future Comments Henan 河南永登 Henan Yongdeng Central

117 80

80 35 -37 Henan 河南神火 Henan Shenhuo Central

920 920

920 400 Henan 伊川电力集团总公司 Yichuan Power Group Central

840 840

840 800 Henan 林丰铝电 Linfeng Aluminum &

Power Central

250 250

250 240 Henan 河南中孚实业股份有 限公司 Henan Zhongfu Industries Co., Ltd Central

600 460

460 450 -140 Henan 河南万基铝业股份有 限公司 Henan Wanji Aluminum Co., Ltd Central

600 600

600 600 Henan 三门峡天元铝业 Sanmenxia Tianyuan Aluminum Central

140 140

140 0 Henan 河南淅川铝业 Henan Xichuan Aluminum Co., Ltd Central

200 200

200 200 Henan 商丘丰源铝电集团 Shangqiu Fengyuan Aluminum-Power Group Central

80 60

60 0 -20 Henan 郑州发祥铝业 Zhengzhou Faxiang Aluminum Central

140 140

140 140 Henan 郑州龙祥 Zhengzhou Longxiang Central

68 68

68 30 Henan 河南鑫旺集团 Henan Xinwang Group Central

50 50

50 0 Henan 河南沁阳铝试验厂 Henan Qinyang Aluminum Test Plant Central

70 70

70 0 Henan 中铝焦作万方 Chalco Jiaozuo Wanfang Central

420 420

420 420 Hubei 湖北宜昌长江铝业 Hubei Yichang Changjiang Aluminum Central

130 130

130 100 Hubei 丹江口铝业 Danjiangkou Aluminum Central

120 120

120 120 Hubei 齐力华盛铝业 Qili Huasheng Aluminum Central

135 88

88 32 -47 Hubei 湖北阳新鸿骏 Hubei Yangxin Hongjun Central

40 40

40 0 Hunan 湖南创元铝业有限公 司/晟通科技 Hunan Chuangyuan Aluminum/Shengtong Technology Central

300 300

300 300 Shandong 中铝山东铝业 Chalco Shandong Branch Eastern

100 55

55 55 Shandong 中铝山东华宇 Chalco Shandong Huyu Eastern

200 200

200 200 Shandong 山东信发铝电集团 Shandong Xinfa Eastern

1150 1150

1150 1150 Shandong 山东魏桥 Shandong Weiqiao Eastern

1800 2500

2500 1800

700 Shandong 南山集团铝业 Nanshan Group Eastern

840 840

840 840 Shandong 山东齐星集团 Shandong Qixing Eastern

140 140

140 140 Shandong 山东科澳铝业 Shandong Keao Alumnium Eastern

140 140

140 140 Shandong 山东滨州盟威集团 Shandong Binzhou Mengwei Group Eastern

50 50

50 50 Zhejiang 浙江华东铝业 Zhejiang Huadong Aluminum Eastern

150 150

150 150 Jiangsu 江苏大屯铝业 Jiangsu Datun Aluminum Eastern

100 100

100 50 Fujian 福建南平铝业 Fujian Nanping Aluminum Eastern

150 150

150 150 Liaoning 中铝抚顺 Chalco Fushun Northeast

235 300

300 300

65 Inner Mongolia 中铝包头 Chalco Baotou Northern

550 420

420 400 Inner Mongolia 霍煤鸿骏 CPIC Huomei Hongjun Northern

780 780

780 680 Inner Mongolia 通顺铝业 CPIC Tongshun Aluminum Northern

175 175

175 165 Inner Mongolia 东方希望包头稀土铝 业Dongfang Xiwang Baotou Rare Earth Northern

880 880

880 880 Inner Mongolia 大唐能源化工 Datang Energy Chemical Northern

120 120

120 120 planned to expand capacity Shanxi 中铝山西华泽 Chalco Shanxi Huaze Northern

420 350

350 350 -70 Shanxi 山西关铝 Shanxi Guanlv Northern

90 70

70 70 -20 Shanxi 中铝山西华圣 Chalco Shanxi Huasheng Northern

240 220

220 220 -20 Shanxi 山西兆丰 Shanxi Zhaofeng Northern

200 200

200 200 Shanxi 山西阳泉铝业 Shanxi Yangquan Northern

100 100

100 0 Shanxi 太原东铝 Taiyuan Donglv Northern

100 100

100 100 Shanxi 山西晋能新东方铝业 Shanxi Jinneng Shuozhou Energy Northern

100 100

100 100 Hebei 河北鹿泉铝厂 Luquan Aluminum Northern

100 100

100 100 Qinghai 中铝青海铝业 Chalco Qinghai Aluminum Northwest

350 350

350 350 Qinghai 青海桥头铝电股份有 限公司 Qinghai Qiaotou Aluminum-Power Northwest

300 300

300 300 Qinghai 中电投黄河上游水电 青海鑫业分公司 CPIC Huanghe Hydropower Qinghai Xinye Branch Northwest

550 575

575 555

25 Qinghai 青海黄河水电再生铝 业有限公司 Qinghai Yellow River Secondary Aluminum Co. Ltd Northwest

500 500

500 400 Qinghai 青海西部矿业股份有 限公司 Qinghai West Mining Co., Ltd Northwest

100 100

100 100 Qinghai 青海西部水电有限公 司Qinghai West Hydropower Northwest

100 150

150 150

50 300 Sept

2013 Qinghai 青海金源铝业 Qinghai Jinyuan Aluminum Northwest

100 200

200 50

100 Qinghai 青海化隆先奇 Qinghai Hualongxianqi Northwest

100 100

100 50 Ningxia 青海鑫恒水电 Qinghai Xinheng Hydropower Northwest

0 350

350 120 Qinghai 青海物产电解铝厂 Qinghai Products Industry Investment Co., Ltd Northwest

0 100

100 100

300 Gansu 中铝甘肃华鹭 Chalco Gansu Hualu Northwest

230 230

230 230 Gansu 中铝连城分公司 Chalco Liancheng Northwest

520 520

520 520 Gansu 中铝兰州分公司 Chalco Lanzhou Northwest

430 430

430 430 Gansu 甘肃东兴铝业 Gansu Dongxing Aluminum Northwest

850 850

850 850

900 Q4,

2013 Gansu 甘肃临洮铝业 Gansu Lintao Aluminum Northwest

50 100

100 50

50 Ningxia 宁夏秦毅实业集团 Ningxia Qinyi Industries Group Northwest

50 50

50 50 July

2013 Ningxia 中电投宁夏青铜峡能 源CPIC Ningxia Qingtongxia Energy Northwest

1150 1150

1150 1150 Ningxia 锦宁铝镁新材料 Jinning Aluminum Magnesium New Materials Northwest

350 350

350 350 Shaanxi 陕西有色集团铜川铝 业Shaanxi nonferrous Group Tongchuan Aluminum Northwest

250 250

250 250 Shaanxi 陕西三秦能源长宏铝 业Shaanxi Sanqin Energy Changhong Aluminum Northwest

85 85

85 85 Shaanxi 陕西有色榆林新材料 Shaanxi Yulin New Materials Northwest

0 600

600 150

600 Xinjiang 阜康天龙铝业 Xinjiang Tianlong Aluminum Northwest

50 150

150 150

100 100

200 200 designed capacity is 600kt Xinjiang 新疆信发 Xinjiang Xinfa Northwest

800 800

800 800

800 800 2400kt planned to be finished by the end of

2015 Under Construction Xinjiang 新疆众和 Xinjiang Zhonghe Northwest

90 180

180 180 Xinjiang 新疆天山铝业 Tianshan Aluminum Northwest

150 450

450 450

300 300

300 300

300 total capacity planned to reach 1600ktpy by the end of

2016 Xinjiang 新疆其亚 Xinjiang Qiya Northwest

0 150

150 100

150 Xinjiang 新疆神火 Xinjiang Shenhuo Northwest

400 400

400 130

400 400

400 designed capacity is 1600kt. previously planned to complete the construction by the end of 2013, but the plan was delayed for captive power plant and sluggish market Xinjiang 新疆东方希望 Xinjiang Dongfang Xiwang Northwest

400 400

400 400

400 400

400 1400 designed capacity is more than 3000kt Xinjiang 新疆嘉润 Xinjiang Jiarun Northwest

0 50

50 50

50 50

500 500

500 designed capacity is 1600kt, construction may be finished in

2016 Guangxi 广西百色银海 Guangxi Baise Yinhai South

200 200

200 100 Guangxi 广西来宾银海 Guangxi Laibin Yinhai South

250 250

250 60 Guangxi 广西信发 Guangxi Xinfa South

200 200

200 100 Guangxi 中铝广西 Chalco Guangxi South

150 150

150 120 Guizhou 中铝贵州 Chalco Guizhou Southwest

450 450

450 400 Guizhou 中铝遵义铝业公司 Chalco Zunyi Aluminium Co., Ltd Southwest

240 240

240 240 Guizhou 六盘水双元铝业 Liupanshui Shuangyuan Aluminum Southwest

150 130

130 130 -20 Guizhou 遵义金兰集团伟明铝 业Zunyi Weiming Aluminum Southwest

30 60

60 60

30 40 Guizhou 安顺黄果树 Anshun Huangguoshu Aluminum Southwest

115 180

180 100

65 Guizhou 贵州玉屏广茂铝业 Guizhou Yuping Guangmao Aluminum Southwest

100 100

100 100 Guizhou 遵义玉隆 Zunyi Yulong Southwest

30 100

100 20

70 Yunan 云南东源煤业集团 Yunan Dongyuan Southwest

380 380

380 230 Yunan 云铝股份 Yunnan Aluminum Southwest

350 650

800 750

300 Sichuan 四川启明星集团公司 Sichuan Qimingxing Group Southwest

120 120

120 120 Sichuan 四川广元启明星 Sichuang Guangyuan Qimingxing Southwest

120 120

120 120 Sichuan 四川其亚 Sichuan Qiya Southwest

350 350

350 350 Chongqing 重庆博赛矿业阿坝铝 厂Chongqing Bosai Mining Aba Aluminum Southwest

200 200

200 200 Chongqing 重庆东升铝业 Chongqing Dongsheng Aluminum Southwest

140 140

140 52 Chongqing 重庆天泰 Chongqing Tiantai Southwest

60 160

160 160

100 Chongqing 重庆旗能电解铝有限 公司 Chongqing Qineng Aluminum Co., Ltd Southwest

0 0

0 0

300 May

2013 3590

2100 2600

2200 Chalco Jiaozuo Wanfang Chalco Shandong Branch Chalco Shandong Huyu Chalco Fushun Chalco Baotou Chalco Shanxi Huaze Chalco Shanxi Huasheng Chalco Qinghai Aluminum Chalco Gansu Hualu Chalco Liancheng Chalco Lanzhou Chalco Guangxi Chalco Guizhou Chalco Zunyi Aluminium Co., Ltd Henan Shenhuo Xinjiang Shenhuo Zhongfu Industry Linfeng Aluminum &

Power Hubei Yichang Changjiang Aluminum Liupanshui Shuangyuan Aluminum CPIC Huanghe Hydropower Qinghai Xinye Branch Huomei Hongjun Tongshun Aluminum CPIC Ningxia Qingtongxia Energy Guangxi Baise Yinhai Guangxi Laibin Yinhai Tongchuang Aluminum Yulin New Materials Shandong Xinfa Guangxi Xinfa Xinjiang Xinfa Xinfa Group Shaanxi Non-ferrous Metals Chalco Shenhuo Group Henan Zhongfu Xinren Aluminum CPIC Guangxin Investment Group Definitions Available capacity Total capacity can be used to produce commodities as of the date reported New capacity Newly-built capacity relative to last year Capacity under construction Capacity has commenced construction. The amount due to be completed in the future is shown Closed capacity Capacity has been closed, and will never return to the market Idle capacity Capacity which has been deliberately idled due to market or financial reasons. Does not include capacity which has been lost due to inefficiency or breakdown. ........