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1. Accelerate the development of the recycled non-ferrous metal industry
In 2023, Guangdong, Guangxi, Anhui, Jiangxi, Shandong, Tianjin, Inner Mongolia, Sichuan, Chongqing, Guizhou and other provinces have successively issued carbon peak implementation plans, generally mentioning accelerating the development of the recycled non-ferrous metal industry and increasing the output of recycled non-ferrous metals. Shandong proposes to encourage the development of non-ferrous metal industries such as recycled aluminum and recycled copper, improve the network of waste non-ferrous metal resources, sorting and processing, and increase the proportion of recycled non-ferrous metal output. Anhui proposes to promote the agglomeration and development of recycled lead, recycled copper and recycled aluminum industries, support the transformation and upgrading of non-ferrous metal processing industries such as copper, aluminum and magnesium, extend the industrial chain, and promote the high-end and green development of the industry.
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Second, the non-ferrous metal industry steady growth work plan was issued
On August 25, the Ministry of Industry and Information Technology and other departments issued the "Work Plan for the Steady Growth of the Non-ferrous Metals Industry". Among them, it is proposed that from 2023 to 2024, the main goals of the steady growth of the non-ferrous metal industry are: the output of major products such as copper and aluminum will maintain steady growth, the output of ten non-ferrous metals will increase by about 5% per year, the development of domestic resources such as copper and lithium will make positive progress, the supply quality of non-ferrous metal deep processing products will be further improved, and the supply and demand will basically achieve a dynamic balance. Operating income maintained growth, investment in fixed assets continued to grow, the first-class structure continued to be optimized, green and intelligent transformation and upgrading accelerated, and the unit energy consumption of copper, lead and other smelters decreased by more than 2% per year. Strive to increase the added value of the non-ferrous metal industry by 5% year-on-year in 2023Around 5%, with an increase of 5 in 20245% or more.
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3. Guidelines for the construction of intelligent manufacturing standard system in the non-ferrous metal industry (2023 edition) were issued
On March 1, the Ministry of Industry and Information Technology organized the preparation of the "Guidelines for the Construction of Intelligent Manufacturing Standard System in the Non-ferrous Metals Industry (2023 Edition)". It is mentioned that by 2025, the standard system of intelligent manufacturing in the non-ferrous metal industry will be basically formed, and more than 40 standards in the field of intelligent manufacturing in the non-ferrous metal industry will be developed, basically covering all subdivisions of smart factories, and key technical standards such as intelligent equipment and digital platforms will be demonstrated and applied in the industry.
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4. Promote the green and low-carbon transformation of the non-ferrous metals industry
On March 3, the "Roadmap for the Development of Low-carbon Technology in the Non-ferrous Metals Industry" was officially released. It clarifies the green and low-carbon technology path for China's non-ferrous metal industry to achieve carbon peak-process technology, process optimization, comprehensive utilization of resources, general equipment, carbon capture, etc., and focuses on sorting out 38 technologies in three categories: promoting and applying green and low-carbon technologies, tackling key technologies and demonstrating common key technologies and disruptive frontier technologies in the non-ferrous metal industry.
On April 25, the "2023 Action Plan for the Transformation and Upgrading of the Non-ferrous Metals Industry in Shanxi Province" was issued, proposing to promote green, low-carbon and intelligent transformation around the "strong chain" and actively promote the comprehensive utilization of resources.
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5. Alumina ** is listed and traded
On June 2, the China Securities Regulatory Commission approved the registration of alumina on the Shanghai ** Exchange.
On June 6, the Shanghai Futures Exchange announced that alumina** will be listed and traded from June 19. Listed contracts: AO2311, AO2312, AO2401, AO2402, AO2403, AO2404, AO2405, AO2406.
On November 17, the first contract AO2311 of alumina on the Shanghai ** Exchange was successfully delivered, with a total delivery volume of 76,200 tons and a delivery amount of 22.2 billion yuan.
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6. Non-ferrous metal industry standards have been introduced
On July 26, the Ministry of Industry and Information Technology announced 155 industry standards and 3 recommended national standards. These include 13 non-ferrous metal industry standards such as "Aluminum Ash Slag", and 14 rare earth industry standards such as "Technical Specifications for Green Design Product Evaluation Rare Earth Polishing Powder".
On August 6, the State Administration for Market Regulation and the Standardization Administration of the People's Republic of China jointly issued the GB T469-2023 "Lead Ingot" standard.
On October 19, the Ministry of Industry and Information Technology announced 22 non-ferrous metal industry standards such as "Copper Alloy Sheath Strip".
On December 5, the Ministry of Housing and Urban-Rural Development issued a notice on the national standard "Process Design Standards for Copper and Recycled Copper Smelters (Draft for Comments)" to solicit opinions on the process design standards for copper and recycled copper smelters.
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7. Regulation and control of the total amount of mineral resources exploitation
On January 19, the "Shanxi Provincial Mineral Resources Master Plan (2021-2025)" was issued, proposing to speed up the construction of large and medium-sized non-ferrous metal mines in Panxi and northwest Sichuan, realize the orderly replacement of new and old mines, and stabilize the total number of copper, lead and zinc mines at about 120 in 2025.
On July 14, the National Development and Reform Commission announced the public consultation on the "Industrial Structure Adjustment Guidance Catalogue (2023 Edition, Draft for Comments)". It is mentioned that the existing mines of non-ferrous metals are encouraged to take over the exploration and development of resources, the mining of deep, difficult-to-mine and low-grade deposits of scarce resources, and the mining technology, technology and equipment of mine tailings filling.
On December 11, the Department of Natural Resources of Guangxi Zhuang Autonomous Region issued the "Notice on Establishing an Annual Mining Total Mining Regulation and Control System for Strict Bauxite Resource Allocation" (draft for comments), proposing to strictly allocate bauxite resources and promote the aluminum industry to extend the chain and strengthen the chain.
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8. Adjustment of import and export tax rates
On December 21, the ** Customs Tariff Commission issued an announcement that the import and export tariffs on some goods will be adjusted in 2024. Among them, in the "Provisional Tax Rate Table of Imported Commodities", there are 11 copper-related commodities, 3 aluminum-related commodities and 5 zinc-related commodities. In the "Export Commodity Tax Rate Table", there are 34 copper-related commodities, 25 aluminum-related commodities, 12 lead-zinc commodities, and 3 tin-related commodities.
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9. Promote the construction of non-ferrous metal projects in many places
Shandong, Hebei, Sichuan, Tianjin, Fujian, Ningxia, Anhui, Yunnan, Henan, Guizhou and other places released a list of key construction projects in 2023, involving more than 100 non-ferrous metal projects. Among them, there are 51 copper projects, 121 aluminum projects, and 1 tin project in the list of key projects in Anhui Province in 2023 (the first batch). In 2023, there will be 2 copper projects and 32 aluminum projects in the list of major projects and key projects in Guizhou Province. Shandong's 2023 provincial key project list includes 16 aluminum projects and 2 rare earth projects.
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10. Overseas anti-dumping measures have not ended
On February 15, Canada launched an anti-dumping re-investigation on copper pipe fittings imported from China, the United States and South Korea, and a countervailing re-investigation on Chinese copper pipe fittings to review whether to update the normal value and export**.
On August 22, the European Commission made a final ruling on the second anti-dumping sunset review of coated paper originating in China, and decided to continue to maintain the anti-dumping measures against the products involved.
On October 5, Brazil made a preliminary anti-dumping ruling on China-related brass keys.
In 2023, China's ** Relief Information Network will successively announce 11 anti-dumping and anti-subsidy investigations or rulings initiated by foreign countries on Chinese aluminum products. The varieties involved in the case include aluminum alloy wheels, aluminum profiles, aluminum extrusions, aluminum alloy wheels, aluminum foils, aluminum lithographic printing plates, etc.
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