Recently, Chalco Aluminum Foil (Yunnan) Co., Ltd. underwent an industrial and commercial registration change, with its registered capital increasing from 800 million yuan to approximately 1.15 billion yuan, an increase of about 44%. The company was established in March 1996. Its legal representative is Xu Tao, and its business scope includes the production and sales of aluminum cast-rolled coil, aluminum plate/sheet and strip, aluminum foil products, and packaging for food and pharmaceuticals, as well as aluminum foil for electronics and power applications, foreign trade, and more. Shareholder information shows that the company is jointly held by Aluminum Corporation of China Group High-end Manufacturing Co., Ltd., Northwest Aluminum Co., Ltd., and others.

SMM May 19 News: Yunnan Aluminum Co., Ltd. recently released its Q1 2025 performance report. According to the announcement, the company achieved a total revenue of 14.411 billion yuan in Q1, up 26.89% YoY. The net profit attributable to shareholders of the publicly listed firm was 974 million yuan, down 16.26% YoY. Regarding the reasons for the company's revenue growth, Yunnan Aluminum stated that it was mainly due to the increase in sales volume and selling prices of aluminum commodities during the reporting period. Meanwhile, the operating costs increased by 33.38% YoY due to the rise in raw material prices and sales volume of aluminum commodities during the reporting period. From the perspective of futures prices, the main SHFE aluminum contract generally fluctuated upward in Q1. As of the close on March 31, 2025, the main SHFE aluminum contract closed at 20,480 yuan/mt, with a quarterly increase of 3.49%. In terms of spot prices, according to SMM spot quotes, the SMMA00 aluminum spot quotes also generally showed an upward trend in Q1. As of March 31, the average spot price of SMMA00 aluminum was reported at 20,560 yuan/mt, up 790 yuan/mt from 19,770 yuan/mt at the end of 2024, representing an increase of approximately 4%. 》Click to view SMM aluminum product spot quotes In late January, coinciding with the Chinese New Year holiday, the unexpected destocking of aluminum ingot inventory in the first two weeks drove aluminum prices to continue to climb, reaching a high of 20,550 yuan/mt during the session on January 20, a new high since December 2024. However, as downstream enterprises took holidays near the end of the year, weakening consumption exerted downward pressure on aluminum prices, which fluctuated downward under pressure. Nevertheless, aluminum prices generally showed an upward trend in January. In February, coinciding with the Chinese New Year holiday, aluminum ingot inventory buildup was slightly higher than the same period in history. However, as downstream enterprises gradually resumed production after the holiday, aluminum prices maintained highs in February despite being in the off-season. By March, the aluminum market entered the traditional peak consumption season, with downstream demand gradually recovering. Coupled with the installation rush stimulated by the new PV policies in the past 1-2 months, aluminum consumption increased, and social inventory showed a destocking trend. Meanwhile, downstream demand also continued to rebound, driving aluminum prices to hold up well in early March. However, in late March, due to poor macro sentiment overseas, funds exited for risk aversion, leading to a decline in the futures market. Nevertheless, from a quarterly perspective, aluminum prices still performed well in Q1. Turning to the current aluminum prices, according to SMM, the recent aluminum market has received support from improved macro environments both domestically and overseas, but bullish and bearish factors are intertwined. On the supply side, domestic aluminum capacity is approaching the ceiling, and the insufficient recovery of hydropower in Yunnan has exacerbated regional supply tightness, limiting the increase in aluminum ingot output. On the cost side, a sudden notice of production suspension was issued for mining areas in Guinea where mining licenses were revoked late last Friday, sparking market concerns about the supply of bauxite raw materials, which may push up alumina costs. However, the specific impact remains to be evaluated. The demand side is under dual pressures from domestic seasonal weakness and trade uncertainties, making significant growth in the short term unlikely. Inventories of aluminum ingots have fallen to a low level compared to the same period last year, and tight spot liquidity is supporting aluminum prices. Overall, favorable macro conditions provide a floor for aluminum prices, and low inventories further strengthen price resilience. However, off-season pressure on the demand side limits upside room. In the short term, attention should be paid to the performance of domestic and overseas demand, as well as the supply situation of bauxite. As of May 19, the spot quote for SMM A00 aluminum remained at 20,220-20,240 yuan/mt, with an average price of 20,230 yuan/mt. Yunnan Aluminum has also been striving to improve the self-sufficiency rate of bauxite. Previously, the company stated that it is enhancing the self-sufficiency rate through the following methods: First, based on current exploration results, bauxite in Yunnan Province is mainly concentrated in areas such as Wenshan and Zhaotong, and the company will increase its efforts in bauxite development in Yunnan Province. Second, focusing on countries in Southeast Asia such as Laos, Indonesia, Vietnam, and Cambodia, the company will accelerate the acquisition of exploration rights for bauxite resources in surrounding areas and resource exploration. Third, the company will expedite the processing of existing exploration-to-mining permits, ensure resource continuity, and safeguard the amount of ore available for mining. Public information shows that during the reporting period, Yunnan Aluminum was mainly engaged in the mining of bauxite, production and sales of alumina, green aluminum, aluminum processing, and carbon materials for aluminum production. Its main products include alumina, prebaked anodes for aluminum production, graphitised cathodes, aluminum ingots for remelting, refined aluminum ingots for remelting, round and flat casting ingots of wrought aluminum and aluminum alloys, cast aluminum alloy ingots, round aluminum rods for electrical purposes, aluminum and aluminum alloy welding materials, etc. Meanwhile, the company actively expands its circular economy businesses, including comprehensive utilization of secondary aluminum, solid waste resources from aluminum production, and aluminum ash. It is worth mentioning that according to the company's 2024 performance report, the company achieved a total revenue of 54.45 billion yuan in 2024, up 27.61% YoY, hitting a record high since its listing. The net profit attributable to shareholders of the publicly listed firm was 4.412 billion yuan, up 11.52% YoY. The company mentioned in its annual report data that it currently has a production capacity of 1.4 million mt of alumina, 3.05 million mt of green aluminum, 1.6 million mt of aluminum alloys and aluminum processing products, and 820,000 mt of carbon products. Throughout 2024, the company actively sought to increase its electricity load, seized opportunities, and achieved rapid production resumptions in aluminum production. It promoted standardized production to enhance operational quality, achieving full coverage of standardized processes across the production lines of aluminum, alumina, and carbon products. The company achieved increased production and efficiency for its main products, producing 1.4088 million mt of alumina, 2.9383 million mt of primary aluminum, up 22.45% YoY, 805,800 mt of carbon products, up 2.85% YoY, and 1.2541 million mt of aluminum alloys and aluminum processing products, up 1.75% YoY. Yunnan Aluminum Co., Ltd. was also asked about the impact of new technologies on the future of the aluminum industry. In response, Yunnan Aluminum Co., Ltd. stated that in recent years, the aluminum smelting technology has developed rapidly, with significant breakthroughs in carbon-free anodes, inert anodes, high-end alloy rail transit, high-purity aluminum, 3C electronics, circular economy, and other areas. The impact on the future of the aluminum industry is mainly reflected in energy conservation and carbon reduction, energy efficiency improvement, cost reduction, industrial upgrading promotion, and green development facilitation. When mentioning the highlights of the company's future performance improvement, Yunnan Aluminum Co., Ltd. indicated that in the future, the company will continue to leverage its comprehensive competitive advantages in the green and low-carbon entire industry chain, continuously optimize the value chain of the green aluminum industry, and further enhance the brand influence and market value of "Green Aluminum • At Yunnan Aluminum". It will strive to build a "benchmark for first-class green aluminum enterprises", reward investors with sound operating performance, and gradually increase the dividend payout ratio as the company's operating performance improves.

On April 18, the AICE 2025 SMM (20th) Aluminum Industry Conference & Expo, hosted by SMM Information & Technology Co., Ltd. (SMM), co-organized by Zhongyifeng Jinyi Technology (Suzhou) Co., Ltd. and Lezhi County Qianrun Investment Promotion Service Co., Ltd., and sponsored by Shangli County Keyuan Metallurgical Materials Co., Ltd., Press Metal International Ltd., Delta Metal (Holdings) Limited, Jinqiao Light Alloy Technology (Jiangmen) Co., Ltd., and other entities as forum title sponsors, Sunstone Development Co., Ltd. and Shanghai Jialang Industrial Co., Ltd. as forum co-organizers, and supported by various specially invited supporters, conference supporters, conference acknowledgment units, and media partners, successfully concluded at the Suzhou International Expo Center in Jiangsu!

Yunnan Aluminum (000807.SZ) released its Q1 2025 report. The company achieved operating revenue of 14.411 billion yuan, up 26.89% YoY. Net profit attributable to shareholders of the publicly listed firm was 974 million yuan, down 16.26% YoY. Net profit after deducting non-recurring gains and losses was 970 million yuan, down 6.30% YoY.

Currently, the aluminum industry is at a critical juncture of profound transformation and rapid development. From an industrial dynamics perspective, the global aluminum industry is actively responding to the call for green development, accelerating the transition to cleaner production. From an industrial status perspective, China dominates the global aluminum supply chain. However, China's dependence on bauxite imports remains high. Against this backdrop, US tariff policies have had a significant impact on the global aluminum industry. Facing the challenges posed by US tariffs, Chinese aluminum companies are actively seeking countermeasures. On one hand, they are accelerating their layout in the high-end aluminum sector, increasing R&D investment, and driving product transformation towards higher value-added products, such as aviation plates and power battery foils, whose exports are gradually increasing. On the other hand, they are vigorously developing the secondary aluminum industry, as the energy consumption of secondary aluminum is only 5% of that of primary aluminum, aligning with green development needs. Some companies are using transshipment trade through third countries like Malaysia and Thailand to reduce tariff costs. Others are actively applying for green certifications, reducing export costs through digital carbon management systems, and establishing hydropower aluminum bases in the southwest to increase the proportion of green electricity usage, thereby meeting international market demand for green aluminum products. From April 16-18, the AICE 2025 SMM (20th) Aluminum Industry Conference and Expo, hosted by SMM Information & Technology Co., Ltd., SMM Metal Trading Center, and Shandong Aisi Information Technology Co., Ltd., and co-organized by Zhongyifeng Jinyi (Suzhou) Technology Co., Ltd. and Lezhi Qianrun Investment Service Co., Ltd., was grandly held at the E3-F3 Hall of the Suzhou International Expo Center in Jiangsu! This summit will delve into and exchange views on hot topics such as the development trends of the global aluminum market, aluminum price forecasts, supply-demand balance, and business opportunities and technical exchanges. At the same time, it will explore how to promote the aluminum industry towards a cleaner, more efficient, and sustainable direction, jointly addressing global climate change and environmental challenges! This conference includes nine forums: the Alumina and Aluminum Raw Materials Forum, Aluminum Melting and Casting Technology Forum, Aluminum Die-Casting Industry Development Forum, Supply-Demand Exchange - Domestic and International Aluminum Scrap Supply-Demand Forum, Aluminum Plate/Sheet, Strip and Foil Industry Development Forum, Main Forum, Aluminum Industry Chain Sustainable Development Forum, Global Secondary Aluminum Industry Development Forum, and Industrial Aluminum Extrusion Forum. The conference also features guest speeches, SMM Price Seminar, roundtable discussions, conference dinner & awards ceremony, and other exciting segments! This article is a live text broadcast of the Alumina and Aluminum Raw Materials Forum, Supply-Demand Exchange - Domestic and International Aluminum Scrap Supply-Demand Forum, and Aluminum Plate/Sheet, Strip and Foil Industry Development Forum. Additionally, SMM will also provide live photo and video broadcasts. Please refresh to view~ Click to view the summit video live broadcast Click to view the summit photo live broadcast View the summit text report April 16 Conference Registration & Networking Alumina and Aluminum Raw Materials Forum Speech Topic: Introduction to Metro Mining, Potential Impact of Indonesia's New Alumina Production on China's Alumina Guest Speaker: Long Ding, General Manager of Asia Market Department, Metro Mining Ltd., Australia (09:00-09:25) Speech Topic: 2024 Global Alumina Market Price Review and 2025 Trends Guest Speaker: Mingxin Guo, Senior Bauxite Analyst, SMM (09:25-09:50) Speech Topic: How the Aluminum Industry Can Achieve Energy Saving and Carbon Reduction Through Technological Innovation Guest Speaker: Xuemin Liang, Distinguished Professor of Zhengzhou University, Leader of Aluminum Metallurgy Discipline, Executive Director (09:50-10:15) Speech Topic: How New Energy Enterprises Can Promote Green Electricity and Low-Carbon Transformation Guest Speaker: Kang Yi, Director of Industrial and Commercial ESS Solutions, Integrated Energy Business Department, CRRC Zhuzhou Electric Locomotive Research Institute Co., Ltd. (10:15-10:40) Speech Topic: Comprehensive Energy-Saving Solutions for Fluid Delivery Systems in the Aluminum Industry Guest Speaker: Yuhong Liu, Senior Solutions Expert, Shanghai Ruichen Environmental Technology Co., Ltd. (10:40-11:05) Roundtable Discussion: Green Transformation of the Aluminum Industry - Development and Prospects of the Low-Carbon Aluminum Market Moderator: Yanchen Wang, General Manager of SMM London Office Panelists: Yi Sun, Deputy Chief Engineer, Shenyang Aluminum & Magnesium Engineering & Research Institute Co., Ltd. Jie Meng, Senior Expert, Aluminum Branch, China Nonferrous Metals Industry Association Dahai Meng, Head of Environmental Protection and Materials, NIO Bensong Chen, Chief Engineer (Aluminum), Yunnan Aluminum Co., Ltd. (11:05-12:00) Speech Topic: Research on Aluminum Price Changes in 2025 Under Green Transformation Guest Speaker: Jinyu Lin, Aluminum Industry Researcher, SPIC Aluminum Industry International Trade Co., Ltd. (13:30-14:20) Speech Topic: Optimization of Domestic Prebaked Anode Supply Structure and Demand Growth Forecast Guest Speaker: Wanting Wang, Market Analyst, Sunstone Development Co., Ltd. (14:20-14:50) Speech Topic: Graphitized Cathode Technology and Market Development Trends Guest Speaker: Zhaoyang Wang, General Manager, Luoyang Wanji Carbon Co., Ltd. (14:50-15:20) Speech Topic: How to Achieve Sustainable Development and Enhance Corporate Competitiveness Through ASI Certification Guest Speaker: Chu Zhou, Senior Technical Manager, Green and Low-Carbon Development Center, Zhongbiao Hexin (Beijing) Certification Co., Ltd. (15:20-15:30) Speech Topic: Supply-Demand Imbalance, Analysis of Calcined Coke Market Trends Guest Speaker: Zuoyou Wang, General Manager, Jining Jitan Import & Export Co., Ltd. (15:30-16:00) Speech Topic: Current Status of Domestic Petroleum Coke and Import Trend Analysis Guest Speaker: Huimin Liu, Senior Analyst of Aluminum Auxiliary Materials, SMM (09:00-09:25) Supply-Demand Exchange - Domestic and International Aluminum Scrap Supply-Demand Forum (09:00-12:00) Aluminum Plate/Sheet, Strip and Foil Industry Development Forum Speech Topic: Analysis of the Competitive Landscape and Hot Topics in China's Aluminum Plate/Sheet, Strip and Foil Industry Guest Speaker: Yuting Zhang, Senior Manager, SMM Consulting Division (13:30-14:00) Speech Topic: Rolling Process and Performance Challenges of Ultra-Thin Lithium Battery Aluminum Foil (≤10μm) Guest Speaker: Qian Wen, R&D Engineer, North China Aluminum New Material Technology Co., Ltd. (14:00-14:30) Speech Topic: Development Opportunities and Technical Requirements of Aluminum Alloy Automotive Plates Under Carbon Reduction Background Guest Speaker: Zhenshan Liu, Deputy General Manager, Chalco Materials Application Research Institute (14:30-15:00) Roundtable Discussion: Internal and External Challenges - Exploring New Paths for Aluminum Plate/Sheet, Strip and Foil Enterprises in the Mist Moderator: Bai Zhou, Executive Vice President, SMM Panelists: Wenjun Wu, Vice Chairman and General Manager, Wanji Holding Group Weixin Chen, Board Secretary, Jiangsu Dingsheng New Energy Materials Co., Ltd. Bingxu Ji, Chairman, Luoyang Longding Aluminum Co., Ltd. Zhigang He, Deputy General Manager, Henan Mingtai Aluminum Co., Ltd. (15:00-16:00) Speech Topic: Innovation-Driven: The Impact of Smart Factory Transformation on Plate/Sheet, Strip and Foil Enterprises Guest Speaker: Zengbing Fang, Deputy General Manager, Hefei Jingsong Intelligent Technology Co., Ltd. (16:00-16:30) Speech Topic: New Journey, New Breakthrough - Gränges Asia's Innovation Path in Medium-Thickness Plates Guest Speaker: Fenghua Gao, Senior R&D Engineer, Gränges Aluminum (Shanghai) Co., Ltd. (16:30-17:00) Click to view the AICE 2025 SMM (20th) Aluminum Industry Conference and Expo special report

AICE 2025 SMM (20th) Aluminum Industry Conference and Expo is one of the most influential events in China's aluminum industry, and will be grandly held at Suzhou International Expo Center from April 16-18, 2025 . This exhibition is not only an annual event for the aluminum industry, but also serves as a high-quality platform that gathers global leading enterprises, experts, scholars, and industry elites, focusing on high-level dialogues, industry exchanges, and product showcases. AICE 2025 focuses on the hot topics of global aluminum industry development, deeply explores cutting-edge technologies and trends in the aluminum industry, and showcases and exchanges the latest research achievements and practical experiences in upstream aluminum, aluminum rolling - aluminum plate/sheet, strip and foil, aluminum extrusion - tubes, rods, wires and profiles, recycling and die-casting, aluminum melting and casting equipment, and auxiliary materials . Click to Register At this year's Aluminum Industry Conference and Expo, Shandong Packner Machinery Co., Ltd. will attend and exchange with the latest products and practical experiences, working with industry peers to create an innovative, high-quality, efficient, and sustainable aluminum industry chain, and promote new leaps in the aluminum industry. AICE 2025 SMM (20th) Aluminum Industry Conference and Expo will discuss, build, and share with global elites, empowering the entire industry chain of the aluminum industry. AICE 2025 will leverage the organizer's influence to integrate the three key tracks of industry, academia, and research, stimulate innovation in the aluminum industry, and contribute to the industry's development and progress, playing its part in the prosperity and success of the aluminum industry. We look forward to meeting you at the event! Shandong Packner Machinery Co., Ltd. Exhibitor Number: E30 Intelligent Equipment for Aluminum Profile Precision Processing Packner Industrial Park covers an area of 66,000 square meters, with a total investment of 300 million yuan, and has become a global leader in R&D, manufacturing, and technology for aluminum profile precision processing equipment, as well as a modern large-scale industrial base. Products are exported to more than 80 countries and regions. Strategic partnerships have been established with renowned enterprises in various fields such as CRRC, China Railway, China State Construction, Shenyang Aircraft Corporation, Xi'an Aircraft Industry Corporation, Jinchuang, Yutong Bus, Moser, Huajian, Kinlong, Milan, Huangpai, and JiaYu, becoming the global equipment supplier for aluminum industry groups such as Conglin, Zhongwang, Nannan, Dubai Aluminum, and Alcan, as well as related customers. Packner Machinery has rapidly grown into an internationally renowned brand and contributes to the world's aluminum industry 4.0 manufacturing field. Corporate Development History 2003: Jinan Packner Machinery Co., Ltd. was officially established, and the first aluminum window machine manufactured caused a strong reaction in the industry at the Beijing International Window and Curtain Wall Expo. 2004: Packner Machinery first went abroad, exporting products to Iran. 2007: Packner Company began the construction of Packner Industrial Park. 2008: Packner Machinery was awarded the title of "Key Enterprise in the Industry" by the China Construction Metal Structure Association. 2010: Packner was rated as a "Municipal Technology Center". 2012: Packner officially established and implemented the "From Intelligence to Assembly Line" development strategy, thus beginning to establish "Digital Factories" for the industry and customers. 2013: Packner Company's "Provincial Technology Center" officially passed expert review. Recognition, Cooperation, Win-Win China Aviation Industry Corporation I 570th Aircraft Group, China Electric Power (Beijing) Power Group, Qingdao Haier Group, Shandong Huajian Aluminum Group Co., Ltd., Yantai Conglin Group, Chongqing Guancheng Railway Equipment Co., Ltd., Hubei Jinzhongyan Intelligent Equipment Co., Ltd., Hunan Keyuanda Auto Parts Co., Ltd., Chengdu Ruiyingtai Auto Parts Co., Ltd., Yunnan Aluminum Co., Ltd., Ningbo Ounic Technology Co., Ltd., Lingyun Industrial Co., Ltd., Hebei Langchi Machinery Manufacturing Co., Ltd., Tianjin Bosch Fengtong......