According to Mysteel data, China's primary aluminum production was 3.31 million tonnes in April, down 0.59% on year and 2.67% on month. Daily output increased by 0.5% on month to 110,500 tonnes due to restarts in Guangxi and Guizhou.
China's primary aluminum total installed capacity was 44.68 MTPA by the end of April, up 1.43% on year. The operating capacity increased by 0.14% on month to 40.32 MTPA, down 1.44% on year. The operating rate of China's primary aluminum in the April achieved 90.22%, up 0.12% on month and down 2.63% on year.
According to Mystee's survey, some smelters in Guangxi and Guizhou continued to restart in April, which made contributions to the increase in the total operating capacity in China. The restarts included 60 ktpa in Guangxi and 195ktpa in Guizhou.
There was no significant production cuts in April. A smelter in Shanxi originally planned to put 35 electrolytic cells into maintenance in April and May, but the actual progress of maintenance was relatively slow.
Mysteel predicts that the possibility of Yunnan restarts in May is quite low and may be some restarts could be seen in June if the power supply improves. Restarts in Guangxi and Guizhou will continue in May, while Shandong will further cut down capacity due to capacity relocation.