The global electrolytic aluminum output has grown steadily, and the increase in production momentum is still from China. In 2005, the world's electrolytic aluminum output was 31.91 million tons, an increase of 6.45% year-on-year, of which China's output was 7.67 million tons, an increase of 15.07%. In 2006, global electrolytic aluminum production reached 33.8 million tons. In June 2006, the global average daily output (excluding China) was 82,200 tons, which was 700 tons higher than the average daily output in May, and the chain increased by 0.09%. In June, the domestic output of electrolytic aluminum was 780,300 tons, and the average daily output of electrolytic aluminum was 26,000 tons, which was 1975 tons higher than the average daily output in May, an increase of 7.59% from the previous month. China is still the main driving force for global electrolytic aluminum production. As China's production accounts for 24.9% of global production, the trend of China's production has played a decisive role in the global supply of electrolytic aluminum.

The development of China's electrolytic aluminum industry has determined that China's domestic electrolytic aluminum supply has been relatively abundant. In 2005, the average production capacity of electrolytic aluminum was 10.7 million tons, and the capacity utilization rate was 75%. From the domestic data in June, China's production capacity has been released to a certain extent. . There are 11 electrolytic aluminum projects in China with a total construction capacity of 1.12 million tons. There are still 10 proposed electrolytic aluminum projects with a total capacity of 1.4 million tons. In 2006, the production capacity of electrolytic aluminum reached 11.6 million tons, and in 2007 it reached 12.5 million tons. The electrolytic aluminum construction process is simple, the technical content is low, the construction period is short, and there is sufficient capital investment. It takes only 9 months from the start of construction to the completion of production.

The alumina production capacity of the upstream industry of electrolytic aluminum has expanded rapidly, and the industrial chain has extended to the electrolytic aluminum industry, becoming the main driving force for the growth of electrolytic aluminum production capacity. The growth and development stage of the electrolytic aluminum industry determines that the output growth is the main tone. The competition of electrolytic aluminum enterprises, restructuring and mergers, continuous expansion, and increased industry concentration will also promote the growth of production capacity. The purchasers of the electrolytic aluminum industry, namely aluminum consumers, are rapidly developing in China's economy. In the process of urbanization in China, consumer goods such as infrastructure, public utilities, housing and automobiles have greatly stimulated the demand for electrolytic aluminum consumption in China. The electrolytic aluminum industry is in the stage of rapid development, the industry is the survival of the fittest, and the industry concentration is constantly improving. From 2003 to 2005, the total output of electrolytic aluminum increased from 5.54 million tons to 7.67 million tons, an increase of 2.13 million tons, of which only China's top ten electrolytic aluminum plants achieved an increase of 910,000 tons. The number of manufacturers has decreased from 141 to 95, and the average production scale of individual manufacturers has increased from 39,000 tons in 2003 to 80,000 tons in 2005.

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