On April 15, in order to further publicize the role and significance of standardized management on the development of aluminum industry and the work of solving the excess capacity of electrolytic aluminum, the first batch of enterprises meeting the requirements of aluminum industry (hereinafter referred to as "the requirements") was officially announced, and the Department of raw materials industry of the Ministry of industry and information technology held a media conference.
"This" standard conditions "does not take the scale and ownership of enterprises as the premise, treat all enterprises equally, which is conducive to the creation of a fair competition market environment for the industry and the gradual withdrawal of some backward and non competitive production capacity from the market. At the same time, it is also a specific measure to implement the "Declaration of war on haze" Chen Yanhai, director of the raw materials industry department of the Ministry of industry and information technology, said at the meeting.
Industry chaos is increasingly prominent
In the past decade, China's electrolytic aluminum industry has developed rapidly, which basically meets the needs of national economic development. However, the industrial structure adjustment, transformation and upgrading are lagging behind, and the extensive development mode has not been fundamentally reversed. At present, the capacity of electrolytic aluminum has reached 32 million tons, and about 5 million tons of capacity has been added in 2013 alone. Problems such as disordered expansion of production capacity, low industrial concentration, weak resource guarantee, vicious market competition and heavy environmental protection pressure are increasingly prominent. According to statistics, the aluminum smelting industry lost 2.3 billion yuan in 2013 and 2.93 billion yuan in January February 2014, which is the only non-ferrous metal industry loss this year.
From the perspective of industry management, there are two outstanding problems: first, the current management methods do not meet the requirements of industry development. Electrolytic aluminum industry has always been the key industry of macro-control. The industry management mainly relies on administrative approval, for example, strict control of new projects, no loans from banks, no supply of land, etc. However, driven by the market demand in the early stage and in the environment where production is beneficial, enterprises pay more attention to scale expansion, resulting in the annual increase of China's electrolytic aluminum production capacity, from 18 million tons in 2008 to 32 million tons at present, and little effect has been achieved through strict control of production capacity through administrative approval means for many years.
Facts have proved that competitive industries such as electrolytic aluminum can't meet the needs of market economy development under the new situation only with the approval of a single country. At present, the vast majority of electrolytic aluminum production capacity has not been approved. The production and operation of enterprises are facing a series of policy obstacles, which seriously affect the normal production and operation of enterprises.
Second, the unfair market competition environment has given birth to industrial chaos. There are four kinds of power supply modes in China's electrolytic aluminum enterprises, including power grid purchase, direct power supply, self provided power plant and micro grid. Due to the power system problems, there are huge differences in the cost of electricity between different enterprises. The enterprises are in an unequal market competition environment. Some regions and individual enterprises rely on the advantage of electricity price to expand their production capacity rapidly. At the same time, due to the large pull of local investment by aluminum enterprises, different regions and enterprises also have the phenomenon of inconsistent implementation standards in environmental protection, finance and taxation, which intensifies the unfair competition in the market.
Two ways to solve overcapacity
"In view of the long-term lack of management in the aluminum industry and the failure of the market regulation mechanism to fully play its role, we regard the industry standard management as a new measure to speed up the structural adjustment of the aluminum industry and improve the industry management level, which is also an inevitable requirement to create a fair competition environment." Luo Tiejun, deputy director general of the Department of raw materials industry of the Ministry of industry and information technology, said at the meeting.
On July 18, 2013, the Ministry of industry and information technology revised and issued the specification conditions, which proposed standards for existing enterprises and new projects in terms of product quality, environmental protection, energy consumption and comprehensive utilization, process equipment, layout and external conditions, safety, health and social responsibility.
In Luo Tiejun's view, standardized management of aluminum industry is the concrete embodiment of giving play to the decisive role of market allocation of resources, the specific implementation of transforming government functions, and the specific measures of implementing the State Council to resolve the serious contradiction of overcapacity.
In terms of giving play to the decisive role of the market in allocating resources, on the basis of complying with the current national laws and regulations, industrial policies and plans, the "standard conditions" more respects the market laws, history and reality, creates a fair competition environment for enterprises, focuses on environmental protection, energy conservation, quality and social responsibility, and guides enterprises to operate in accordance with laws and regulations.
In terms of transforming the functions of the government, different from the previous pre-approval, standardized management and strengthened post event supervision, focusing on the standardization of enterprises in terms of quality, environmental protection and energy consumption, promoting the linkage between industrial policies and land, environmental protection, finance, energy, import and export policies, and ensuring fair competition.
n terms of resolving excess capacity, only aluminum production enterprises that have been put into production before the issuance of the guidance on resolving serious excess capacity contradiction (hereinafter referred to as the guidance) of the State Council and meet the requirements of the specification can be included in the scope of national standardized management, which is in line with the strict control of new capacity in the guidance.
In addition, Luo Tiejun said that straightening out the unfair electricity prices in different regions is the key to avoid repeated construction. In fact, the decisive role of the market is not to allow enterprises to be free, but to establish an open, transparent and orderly market environment is the basis for the decisive role of the market. Therefore, in the next stage, in addition to the standard conditions, in order to create a fair industry environment, the Ministry of industry and information technology will study other methods and make further suggestions to the State Council.
In recent years, aluminum instead of copper is the hot spot of material substitution in air conditioning and refrigeration industry. With the increasingly mature technology, and the competitive advantages of aluminum alloy pipes and accessories, such as more than 30% cost savings in air conditioning and refrigeration pipes, further improvement of performance indicators such as corrosion protection, extension, heat exchange efficiency, etc., the application prospect of aluminum instead of copper in air conditioning field is increasingly clear, and the current macroeconomic downturn The slow growth of export and the lack of domestic demand, as well as the national environment to encourage energy conservation and consumption reduction, further promote the demand of aluminum alloy pipe products for air conditioning.
In 2016, the scale of domestic heat exchanger industry will exceed 100 billion yuan, which undoubtedly provides a broader development space for the heat exchanger industry. In the future, the domestic market demand puts forward higher requirements for the product quality level. The environmental friendly and energy-saving aluminum plate fin heat exchanger will also replace the traditional heat exchanger and become the focus of future development, with a broad prospect.
Announcement of the first batch of list
After the release of the standard conditions, the Ministry of industry and information technology organized the application work of aluminum enterprises. In total, 10 provinces (districts, cities) and Aluminum Corporation of China submitted the application reports of 46 enterprises (54 projects in total), including 7 bauxite projects with a production capacity of 18.49 million tons, accounting for 49% of the whole country; 9 alumina projects with a production capacity of 17.68 million tons, accounting for 33% of the whole country; 35 electrolytic aluminum projects with a production capacity of 35 It has 12.89 million tons of energy, accounting for 40% of the country's total; three renewable aluminum projects, with a capacity of 295000 tons, accounting for 6% of the country's total. Henan, Shandong, Inner Mongolia, Qinghai and other major electrolytic aluminum production areas have actively organized the declaration.
On April 6, the Ministry of industry and information technology announced the list of the first batch of 36 enterprises (40 projects in total) in line with the standard conditions, including 5 bauxite projects with a production capacity of 17.2 million tons, accounting for about 46% of the country's total; 8 alumina projects with a production capacity of 15.5 million tons, accounting for about 29% of the country's total; 26 electrolytic aluminum projects with a production capacity of 9.55 million tons, accounting for about 30% of the country's total; 1 renewable aluminum project with a production capacity of 100000 tons, accounting for about the country's total 2% of the total.
Among the announced enterprises, there are not only the enterprises affiliated to the central enterprises such as Chalco and China Power Investment Group Corporation, but also the local state-owned enterprises such as Yunnan Aluminum, Henan Shenhuo and Qinghai Qiaotou Aluminum, as well as the private enterprises such as Dongfang hope and Shandong Nanshan Group.
"It is expected that 80% of the electrolytic aluminum production capacity will be listed in the list meeting the specification conditions. We will steadily promote the standardized management of the aluminum industry and strive to announce another 1-2 batches of enterprises meeting the specification conditions within the year. Enterprises not listed should strengthen transformation and upgrading. If they do not meet the specification conditions, they will be phased out in the future. This is equivalent to a red list. Enterprises not listed in the red list are actually listed in the black list. Financial institutions, including listing and relevant departments, will carry out relevant work based on the list. " Luo Tiejun said at the meeting.
At the same time, Chen Xuesen, director of the nonferrous Department of the Department of raw materials industry of the Ministry of industry and information technology, said at the meeting that the Ministry of industry and information technology will carry out dynamic management on the announced enterprises. The specific measures are that since electrolytic aluminum is a high energy consumption enterprise for every region of China, there are energy conservation monitoring teams in every region, and each enterprise is the focus of the energy conservation monitoring team, and the Ministry of industry and information technology is ready to issue the relevant rules in the next step For example, every year, the monitoring data of the access standard enterprises transferred from the energy conservation supervision team will be announced to cancel their qualification if they do not meet the access conditions and pass the on-site verification if the situation is true.
In the first quarter, the industrial added value of Zhengzhou Aluminum industry increased by 13.3% year-on-year, 1 percentage point higher than the previous two months, 3.8 percentage points higher than the city's average growth level; in March, the industrial added value of Zhengzhou Aluminum industry increased by 16.7% year-on-year, 2.9 percentage points higher than the city's average growth level. The city's electrolytic aluminum output was 155000 tons, down 2.7% year on year, alumina output was 632000 tons, down 3.6% year on year, and aluminum output was 908000 tons, up 9.6% year on year. The growth of aluminum industry is mainly due to the growth of aluminum rolling processing enterprises. In the first quarter, the aluminum rolling processing industry increased by 14.0% year-on-year, contributing 68.5% to the growth of aluminum industry, driving the growth of aluminum industry by 9.1 percentage points; however, the aluminum smelting industry decreased by 1.7% year-on-year, pulling down the growth of aluminum industry by 0.3 percentage points.
In recent years, the non-ferrous metal industry has done a lot of work in expanding aluminum application and resolving excess capacity, but the aluminum structure vehicle support policy has not yet been issued, and the aluminum price and production cost are seriously hung upside down, especially a number of high-cost electrolytic aluminum enterprises are closed, facing a series of problems such as personnel, debt, land, equipment, etc., and restricted by regional economic interests, the task of resolving excess capacity is more and more important It's hard.
"To solve overcapacity, we need to combine it with the adjustment of industrial structure so as to solve both problems and problems." Wang Huajun analyzed that the adjustment of non-ferrous metal industrial structure and enterprise restructuring involve the vital interests of local, enterprise and other parties, and the difficulty cannot be underestimated.
At the same time, he believes that the key factor to stabilize the aluminum price is to eliminate the excess capacity of electrolytic aluminum. At present, on the one hand, some uncompetitive capacity starts to withdraw from the market gradually, on the other hand, the newly built low-cost capacity is put into production. After the two offsets, the aluminum supply pattern is difficult to change significantly, resulting in the decrease of product price greater than the decrease of production cost, and the aluminum price is still fluctuating under the average cost line.
"To solve overcapacity is an important goal in recent years." Wang Huajun said that since the 18th National Congress of the Communist Party of China, the government has paid special attention to structural adjustment, transformation and reform. In accordance with the spirit of the central government, the nonferrous metals industry actively resolved the excess capacity of electrolytic aluminum, and focused on solving the problems restricting the long-term development of the industry, such as the lack of mine support capacity and the shortage of high value-added deep-processing products. This will inevitably bring certain impact on the growth of non-ferrous metals in the short term, but it is beneficial to the long-term development. It is the only way for the development of non-ferrous metals industry, and also an indispensable important development stage for building a powerful non-ferrous metals country.
In general, the non-ferrous metal industry will enter the substantive operation stage to resolve excess capacity, structural adjustment and enterprise restructuring, but the effect remains to be seen.
Recently, the Ministry of industry and information technology released the list of the first batch of 36 enterprises that meet the requirements of aluminum industry specification, including Henan non ferrous Huiyuan Aluminum Co., Ltd., Henan Yongdeng Aluminum Co., Ltd., Henan Zhongfu Industry Co., Ltd., Linzhou Linfeng Aluminum Co., Ltd., Henan Shenhuo Coal Power Co., Ltd., Henan Yugang Longquan Aluminum Co., Ltd., and Henan Wanji Aluminum Co., Ltd The company has 7 enterprises shortlisted.
Among the first batch of shortlisted enterprises, there are not only central enterprises such as Chalco, China Power Investment Group, and local state-owned enterprises such as Yunnan Aluminum, Henan Shenhuo, Qinghai Qiaotou Aluminum, but also private enterprises such as Dongfang hope and Shandong Nanshan Group.
Aluminum industry standard is a concrete measure to improve the management of aluminum industry and resolve the contradiction of serious overcapacity. The Ministry of industry and information technology will announce the list of enterprises meeting the standard conditions in batches and implement dynamic management. For the enterprises that meet the standard conditions, the relevant departments will support the merger and reorganization, technological transformation and other work of the enterprises; for the enterprises that fail to meet the requirements of the standard conditions, they will make rectification within a time limit, and for the enterprises that still fail to meet the requirements after rectification, they will use comprehensive means such as law, market and administration to force them to withdraw gradually and maintain the fair competition order of the industry.
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