[SMM Aluminum Express News] Guinea Bauxite & Alumina Exports in January 2026. Ministry of Mines and Geology reports: Total bauxite 20.26 million tons; alumina 46,764 tons. Bauxite Highlights (top contributors): 1. SMB: 6.57 Mt (32 vessels) – leading exporter 2. Chalco: 2.64 Mt (14 vessels) 3. CBG: 1.64 Mt (28 vessels) 4. Zhicheng Guinee Mining/GBT: 0.94 Mt (5 vessels) 5. CDM China: 0.94 Mt (5 vessels) Other key volumes: 6. Cobad: 0.82 Mt 7. AMC: 0.79 Mt 8. BAM: 0.63 Mt 9. KBM: 0.58 Mt Alumina: 1. Friguia: 46,764 tons (2 vessels) – sole reported exporter

On January 15, the 120,000 mt/year green aluminum power project in the Angola Aluminum Industrial Park, supported by core technology from Chalco Guiyang Aluminum Magnesium Design & Research Institute (hereinafter referred to as “Guiyang Institute”), was successfully put into operation here. Angolan President João Lourenço attended the project to inaugurate the commissioning ceremony. This marks the first time a Chinese aluminum project has landed on the African continent, and it is another landmark achievement in practicing green industry cooperation under the Belt and Road Initiative.

According to SMM data, in the first week after the holiday, the national social inventory of hot-rolled coil in 86 warehouses (large sample) surveyed by SMM was 5.3775 million mt, up 1.1404 million mt WoW, up 26.92% WoW, and up 31.57% YoY on a lunar calendar basis. In the first week after the holiday, the national social inventory accumulated significantly. By region, the markets with larger accumulations were south China, east China, and north China.

Recently, the No. 3 production line of Chalco Green Materials' Zhaotong, Yunnan 400kt aluminum alloy flat ingot project was put into operation, successfully casting a 5.3-meter-long flat ingot. This marks a significant progress in the deep collaboration between green aluminum smelting and high-end material manufacturing within the Chalco Group.

[SMM Express] It is reported that on January 29, Chalco Qingdao Light Metal Co., Ltd. plans to invest 13.5 million yuan in implementing a technological transformation project for the aluminum alloy slab production line. The project is located within the existing processing workshop of the company's plant in the Lingang Economic Development Zone, Qingdao West Coast New Area. Due to the prolonged use of the existing vertical casting machine, which has led to higher equipment energy consumption and a decline in product quality, the enterprise intends to invest 13.5 million yuan to purchase a set of hydraulic semi-continuous casting equipment, along with supporting slab sawing machines, degassing units, filtration devices, and other equipment. This will upgrade the existing wrought aluminum a

[SMM News] It was reported that on January 29, Chalco Qingdao Light Metal Co., Ltd. planned to invest 13.5 million yuan in a technological transformation project for its aluminum alloy flat ingot production line. The project is located within the existing processing workshop of the company's plant in the Lingang Economic Development Zone, Qingdao West Coast New Area. Due to the prolonged use of the existing vertical casting machine, which has led to higher equipment energy consumption and a decline in product quality, the enterprise intends to invest 13.5 million yuan to purchase a set of hydraulic semi-continuous casting equipment, along with supporting flat ingot sawing machines, degassing units, filtration devices, and other equipment. This will upgrade the existing wrought aluminum alloy ingot (aluminum alloy flat ingot) production line and its equipment. The project is expected to commence operation in May 2026.

Duan Xiangdong, Chairman of Chalco Group, met with Jakob Stausholm, CEO of Rio Tinto Group. The two sides discussed the achievements of strategic cooperation and exchanged views on advancing the "dual carbon" initiative, ESG, red mud treatment, talent exchange, and product sales. The meeting also included in-depth discussions on the progress of key projects such as the Simandou iron ore mine. Also present at the meeting were Tian Yongzhong, Deputy General Manager of Chalco Group, Alf Barrios, Chief Commercial Officer of Rio Tinto Group, and Xu Feng, CEO of Rio Tinto China.

Duan Xiangdong, Chairman of Chalco Group, met with Jakob Stausholm, CEO of Rio Tinto Group. The two sides discussed the achievements of strategic cooperation and exchanged views on advancing the "dual carbon" initiative, ESG, red mud treatment, talent exchange, and product sales. The meeting also included in-depth discussions on the progress of key projects such as the Simandou iron ore mine. Also present at the meeting were Tian Yongzhong, Deputy General Manager of Chalco Group, Simon Trott, Chief Commercial Officer of Rio Tinto Group, and Xu Feng, CEO of Rio Tinto China.

On March 11, Chalco Group and China FAW signed a strategic cooperation agreement in Beijing. Duan Xiangdong, Party Secretary and Chairman of Chalco Group, and Qiu Xiandong, Party Secretary and Chairman of China FAW, held discussions to further strengthen cooperation and witnessed the signing. Wang Shilei, Deputy Party Secretary and General Manager of Chalco Group, participated in the discussions and presided over the signing ceremony. Tian Yongzhong, Party Leadership Group Member and Deputy General Manager of Chalco Group, and Liang Guiyou, Standing Committee Member of the Party Committee and Deputy General Manager of China FAW, attended the discussions and signed the agreement on behalf of both parties.

Chalco International (601068) disclosed its Q1 2025 operating data announcement on the evening of April 10. The company's newly signed contract value surged 51.04% YoY. Meanwhile, the winning bid announcement disclosed on the same day showed that the company secured an overseas order exceeding 2 billion yuan, demonstrating strong business expansion capabilities and market competitiveness.