China: Demand for recycled aluminum products drives production to full capacity in China.
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Summary
【Voice_over】 In China, the rapid expansion of the new energy and computing power industries has prompted the rapid development of recycled aluminum products. At this aluminum products facility in eastern China's Taizhou, aluminum alloy billets that contain a specific proportion of recycled aluminum are being transformed into sheets and strips for the new energy sector. 【Sound_bite】 Gao Xianwei, Vice President, Zhejiang Mingdao Aluminum Co., Ltd.: "The growth in orders is primarily driven by the rise of new energy storage and AI computing centers, which has fueled demand for thermal management materials. For instance, orders related to the new energy sector have surged by 80% year-on-year. Meanwhile, overseas markets are showing steady improvement; our orders for color-coated aluminum coils, as well as products for energy storage and heat transfer, have doubled compared to last year." 【Voice_over】 Elsewhere, in eastern China's Ningbo, a workshop at an aluminum die-casting plant is humming. A primary raw material in components for new energy vehicles and home appliances is ADC12, a recycled aluminum alloy. It's comprised of recycled aluminum blended with other products like silicon and copper to create a lightweight material that’s highly suitable for pressure die-casting. The company that makes it says orders have been rising. 【Sound_bite】 Gu Chenlu, Production Manager, Ningbo Beilun Ruisheng Mold Co., Ltd.: "Our order volume has increased by about 20% compared to last year. We’re also planning to expand our production facilities." 【Voice_over】 According to data from Mysteel, in the first half of 2026, the combined net profit from 32 publicly listed aluminum companies in China was more than 8.6 billion U.S. dollars. [Restrictions: No access Chinese mainland]
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