2013年12月,我国原铝产量193.18万吨,同比增长12.5%,环比下降1.1%。2013年全年累计原铝产量2,195.64万吨,同比增长11.6%。2013年国内新增产能持续提振原铝产量,目前产能西移步伐仍在推进,新疆、内蒙古等电力成本低的地方成为迁移中心,铝行业的成本重心下滑,长期基本面恶化趋势未有改变。去年12月,新疆地区电解铝产量为27.4万吨,同比增长95.9%,连续6个月产量在20万吨之上,占全国产量的12.4%,仅次于河南。得益于资源丰富、电力成本低等优势,西部地区电解铝企业具有明显的成本优势,这直接导致新 In December 2013, China’s primary aluminum production was 1,931,800 tons, which was a year-on-year increase of 12.5% ​​and a decrease of 1.1% from the previous month. In 2013, the total output of primary aluminum was 21,956,400 tons, an increase of 11.6% year-on-year. In 2013, new domestic production capacity continued to boost primary aluminum production. At present, production capacity is still moving westward. Xinjiang, Inner Mongolia and other places with low electricity costs have become the migration center. The cost center of the aluminum industry has declined, and the trend of long-term fundamental deterioration has not changed. . In December last year, the output of electrolytic aluminum in Xinjiang was 274,000 tons, an increase of 95.9% compared to the same period of last year. The output for six consecutive months was above 200,000 tons, accounting for 12.4% of the country’s output, second only to Henan. Thanks to abundant resources and low power costs, electrolytic aluminum companies in the western region have obvious cost advantages. This directly leads to new