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我国电解铝产业近年来发展迅速,电解铝产量和消费量接近全球总量的一半。但与此同时,由于电解铝产业具有产能刚性的特征,加之退出机制不畅,导致电解铝产业的发展陷入严重困境。电解铝产业本质是一个能源密集型的行业,同时我国的铝土矿资源匮乏且禀赋不高,这使缺乏原料、能源支撑的独立电解铝企业生存愈加困难。我们认为未来电解铝企业唯有向产业链上游或下游端进行整合,才能有效提升竞争力并在当前激烈的市场竞争中生存下来。从国内实践来看,实
China’s electrolytic aluminum industry has developed rapidly in recent years, electrolytic aluminum production and consumption close to half of the global total. However, at the same time, due to the characteristics of electrolytic aluminum industry with rigid production capacity, coupled with poor exit mechanism, resulting in the development of electrolytic aluminum industry into a serious predicament. The nature of electrolytic aluminum industry is an energy-intensive industry. At the same time, China’s bauxite resources are scarce and endowed with low endowments, making it more difficult for independent electrolytic aluminum enterprises lacking in raw materials and energy resources to survive. We believe that in the future, electrolytic aluminum companies will only be able to effectively enhance their competitiveness and survive in the current fierce market competition if they only integrate upstream or downstream of the industrial chain. From the domestic practice point of view, real