Aluminium special report: What is the impact of large-scale reduction of alumina production

　　Recently, the alumina market has rapidly reversed from the previous decline, showing a "V"-shaped reversal pattern. After falling to around 2,800 in the north, it quickly approached the 3,000 yuan/ton mark, and it is expected that there is still room for growth in the future. Since New Year's Day, the market has gradually begun to hear rumors that alumina enterprises in Shandong Province will reduce production on a large scale during the Winter Olympics to reduce the possibility of heavy pollution weather, in order to serve the Winter Olympics. At present, with the reduction of long-term alumina orders and the decline in shipments of large factories, the concerns of the market in the early stage have gradually become reality. Due to the huge scale of alumina production capacity in Shandong, the built-up production capacity exceeds 28.1 million tons, accounting for about 31% of the national built-up production capacity. Therefore, if Binzhou, Zibo and other regions implement production reductions, the scale and quantity of production reductions will change qualitatively, and there is even a certain probability that the production of electrolytic aluminum will be affected.