One, in the middle reaches of Guangxi aluminum industry chain suffered collapse

In 2015 in our country economy in promoting transformation, adjusting the structure of the background, resource type industry with aluminum as the representative of the weak pattern.Guangxi is a big resource area in the area of aluminum in the aluminum industry, built a completesystem, formed a complete industrial chain, and become a billion dollar industry of Guangxi "Twelfth Five Year Plan" period the key "". However recently in the effects of electrolytic aluminumproduction continued low, difficult to continue under the background of the whole regional industry,capital chain into "collapse" pattern, the upstream and downstream processing enterprises andsupporting industry suffered a "winter". The recent part of the enterprise into the "labor shortage"crisis, many enterprises were forced to stop production or limited production, the enterprise into a loss of status, making the already overcrowded industry becomes more shake and crumble.

Two, multiple factors contain the development of aluminum industry in Guangxi area

(a) the excess capacity insufficient demand

In the international aluminum prices continued to decline and rising production costs in the background, China's electrolytic aluminum industry loss is huge, the excess capacity is extremely serious. China's electrolytic aluminum, electrolytic aluminum production capacity of over expansionnot only a threat to the survival of enterprises, but also indirectly caused the bauxite ore external dependence is constantly increasing, threatening the entire China aluminum industry healthy development, the problem of excess production capacity crunch time.

The overall industry overcapacity, enterprise operation difficult. Electrolytic aluminum industry downturn, the reason is that enterprises in the western region to benefit from the cost advantage, A new force suddenly rises., while in the East region is stopped production cost is huge, discontinued after the financing difficulty lifting, its production, the industry as a whole show "west east not refund" state. According to March 17th figures, although the LME aluminum inventories continued to decline over the same period, but the domestic aluminum stock rebound, if the futures warehouse receipts from less than 50000 tons, the rapid rise to more than 110000 tons, the domestic spotdisplay due to sluggish demand, sales are sluggish, large idle and new capacity continued to increase supply pressure.

The lack of demand, the overall industry low growth. In the face of primary aluminum production capacity of rapid growth, the relative shortage of domestic demand, the industry supply and demand imbalance, electrolytic aluminum prices fall. From the aluminum industry demand point of view, the recent decline in the overall national economy pressure effect, the main demand for the downstream aluminum industry overall downturn. In the downstream industry facing real estateinvestment enthusiasm decline, decline the refrigerator, air-conditioning, washing machine,automobile production growth, the whole industry level weak downstream demand. Short termstructure, internal macroeconomic control capacity of the trend, is difficult to large range of stimulus policies or large-scale investment plans, demand for aluminum industry will remain in low speed growth.

(two) environmental protection strict, low profits double pressure processing enterprises out of the market

For this year to implement the most strict environmental protection law of the launch for the wholealuminum industry is undoubtedly is one disaster after another. In the new environmental protectionmethod facing high penalties, strict treatment, for itself is relatively mature in aluminum enterprises,environmental protection and energy saving, green development must be eliminated and improvedlarge volumes to comply with the process and equipment of the requirements, strict environmental regulations will Daobi high energy consuming, high polluting enterprises out of aluminum continuousequipment problems existing in enterprise, forced in the already fund chain link context to explore the transition upgrade paths is no doubt to the whole industry and forming a layer of pressure.

The overall industry profit rate is low, some enterprises and processing enterprises were forced toturn to do the scrap trade. After the Spring Festival, aluminum prices continue to low shock, scrapprices held steady market transactions mainly, cold die hard. Despite the current market supplyincreased, but because the traders very price sell, the scrap price than the previous rise; butrecently many areas affected by severe environmental pressure, recycled aluminum plant is more or less influenced by the operating rate is obviously insufficient, receiving less. Worse in thealuminum price slump, recycled aluminum smelting profit downturn, downstream shipping difficult circumstances, now a lot of aluminum processing will no longer do but turn to do the scrap tradeprocessing.

(three) "South North migration" caused great waste

The north south migration strategy has formed the enormous pressure on enterprises operating costs. With respect to the upstream enterprise sells difficult, downstream aluminum processingenterprise is the "food", some enterprises have to go to Guizhou, Yunnan and other places to buyelectrolytic aluminum, even "Wanli large raid" to the northwest of the purchase. Because journey is distant, aluminum material cost per ton increased by three hundred or four hundred yuan. On the one hand, is the local aluminum processing enterprises to buy northwest of electrolytic aluminum,on the other hand is every year millions of tons of alumina as raw materials to Xinjiang, Inner Mongolia and other "price depressions", "go back" caused a great waste of resources and capacity.

Three, "along the way" new field discoveries or will lead the region industry to break the deadlock

In the "construction area road" future new high-end aluminum industry will have a larger space for development. Guangxi most of the enterprises in the ready to co-ordinate domestic and foreignmarket, the transfer of excess capacity, and further enhance the industrial aluminum intensive processing capacity and other ways to break the current predicament of aluminum industry.Guangxi is Chinese cooperation with ASEAN countries "bridgehead", the current China ASEAN FTAand the maritime Silk Road Construction of Guangxi aluminum industry development of aluminum consumption market, neighboring countries output overcapacity provides opportunities, thus relying on Guangxi itself advantage that is close to the aluminum consumer market, the optimal rich bauxite resources