en.Wedoany.com Reported - From June 3 to 5, the 2026 (5th) China Recycled Aluminum Market Application and Development Forum was held in Tianjin, organized by Beijing Aladdin Zhongying Business Consulting Co., Ltd., with guidance from the Shanghai Futures Exchange, Shandong Aluminum Industry Association, Hubei Aluminum Industry Association, and Baise Aluminum Industry Association, and supported by companies such as Lizhong Group, Hubei Xinjinyang, Shuaiyichi, Zhenghua Huasheng, Jianfa Aluminum, Minth Group, Wuhan Hongjin, Nantong Zhongfu, Tianli Co., Ltd., and Shandong Hongshun.
Against the backdrop of the ongoing global wave of carbon reduction, the recycled aluminum industry, as the core track for the green transformation of the aluminum industry, is experiencing explosive growth and gradually becoming a key strategic pillar for global resource recycling and carbon neutrality goals. The forum brought together nearly 200 representatives from relevant government departments and industrial parks, recycled aluminum production enterprises, aluminum scrap traders, smelting equipment and environmental technology suppliers, end-user industries such as automotive, photovoltaic, and packaging, industry associations, research institutions, and investment institutions. They engaged in in-depth discussions on topics including non-ferrous metal investment opportunities under macroeconomic logic, the current state and development trends of the electrolytic aluminum market, technical routes for automotive dismantling and grade-preserving utilization, the application of recycled aluminum in automotive die-casting, and compliance and tax risk management related to "reverse invoicing."
In his opening address at the forum, Shi Fuliang, Dean of the Aladdin (ALD) Research Institute, stated that the global aluminum industry landscape is undergoing profound restructuring due to multiple factors, including geopolitical conflicts, trade barriers, mineral export controls, and the implementation of carbon border taxes. In 2026, domestic environmental regulations and tax compliance policies for aluminum scrap are being continuously implemented, primary aluminum capacity controls are tightening, and the green recycling value of recycled aluminum is increasingly prominent. At the same time, the industry faces multiple challenges, including intensified global competition for aluminum scrap sources, tight domestic raw material supply, rising low-carbon compliance costs, and wide price fluctuations. The industry has officially entered a new competitive phase characterized by "resources first, compliance first, and quality and efficiency improvement." Shi Fuliang pointed out that insufficient raw material supply, high compliance pressure, and low-end homogeneous competition remain prominent shortcomings constraining industry development. The industrial chain urgently needs to address key issues such as supply-demand pricing, matching end-user demand, and industrial transformation and upgrading. Aladdin, with its deep roots in the aluminum industry and its comprehensive industrial chain database and authoritative price indices, provides data support for industry pricing and corporate decision-making. Moving forward, the platform will leverage data and service innovation to continuously empower the high-quality and sustainable development of the recycled aluminum industry.
In his opening address, Zang Lizhong, Co-founder of Lizhong Group and President of the Baoding Entrepreneurs Association, stated that with the implementation of new policies for recycled aluminum imports and the concentrated release of new industry capacity, the recycled aluminum industry has entered a critical development phase of rapid capacity expansion and deep structural adjustment. Currently, the total built and planned recycled aluminum capacity in China has exceeded 50 million tons, with the industry scale continuing to expand. Amid the rapid development of the industry, multiple structural bottlenecks are becoming increasingly prominent, including pressure on raw material supply, vicious homogeneous competition, and inadequate linkage between futures and spot markets, which severely constrain the quality upgrade of the recycled aluminum industry. In response, Zang Lizhong called for strengthened linkage and collaboration across all segments of the recycled aluminum industrial chain—from recycling and dismantling to smelting, sorting, and end-product manufacturing—to jointly promote the green, circular, sustainable, and high-quality development of the aluminum industry.
During the special report session, Shi Jialiang, Chief Macro Analyst at Zhongtai Futures, delivered a report titled "Entropy Increase, Order Restructuring, and Political Games: Macro Logic and Strategic Responses Amid Crisis Disturbances in 2026." He argued that, influenced by the recent oil crisis, the global macro trading logic has shifted towards "tightening shocks" and "recession games." The expectation of Fed rate hikes intertwines with the risk of economic weakness in Europe and the US, with movements in the US dollar index and US Treasury yields directly impacting risk assets. Geopolitically, the impact of the Middle East turmoil and the Russia-Ukraine stalemate persists, energy supply vulnerabilities remain unresolved, and the tail risk of winter demand expectations potentially driving up oil and gas premiums still exists. In this context, the non-ferrous metals sector benefits from a favorable resonance of macro, fundamental, and technical factors, showing relative strength, with the price center for copper and aluminum expected to rise. Precious metals, influenced by major power games and the reshaping of the monetary system, exhibit a pattern of being prone to increases and resistant to declines. Overall, macro pressure remains dominant, geopolitical premiums are being reassessed, and resource commodities are expected to show short-term adjustments but maintain relative strength in the medium to long term.
Su Yanbo, Electrolytic Aluminum Researcher at Aladdin (ALD), delivered a report titled "Global Supply Chain Restructuring: A Brief Discussion on the Resource Attributes and Foundational Support of Electrolytic Aluminum." He introduced the current capacity changes in the domestic and international electrolytic aluminum industries, particularly the production cuts and suspensions at Middle Eastern aluminum enterprises due to the US-Iran conflict and the assessment of restart expectations. In contrast, the domestic electrolytic aluminum industry has seen record profits, driving active commissioning and restarting of domestic aluminum enterprises. High capacity and high inventory are difficult to resolve in the short term, leading to a weaker domestic aluminum price relative to the international market. Regarding the outlook for the second half of the year, Su Yanbo believes that declining raw material imports and increasing exports of aluminum products and semi-finished goods will be the main pathways to alleviate domestic supply pressure. In the fourth quarter, aluminum prices may steadily strengthen due to inventory reduction through exports.
Li Zhong, General Manager of the Aluminum Profile Development Center at Minth Group, delivered a report titled "Technical Routes and Implementation Suggestions for Grade-Preserving Utilization of Recycled Aluminum from Automotive Dismantling." He proposed that the grade-preserving utilization of recycled aluminum from automotive dismantling is a systematic project involving technology, the industrial chain, and policy. Whether choosing the currently mature "double-chamber smelting" route or planning for the future-oriented "mixed scrap heat treatment" technology, the core should be to seize the window period before the peak scrapping period of 2027–2028, establishing high-quality scrap sources and closed-loop cooperation networks in advance.
In the report "Shift in Aluminum Consumption Growth Engine: From Real Estate to the Energy Revolution and Digital Economy," Tan Chunzhu, Aluminum Consumption Researcher at Aladdin (ALD), argued that in 2026, domestic aluminum consumption is undergoing a critical engine shift. Traditional aluminum use in the real estate sector continues to contract, while the energy revolution and digital economy have become core drivers. Macroeconomic resilience is improving, with rapid growth in high-tech manufacturing and equipment manufacturing. Aluminum demand in emerging sectors such as electricity, wind power, energy storage, and data centers is rising strongly. Coupled with the advancement of building a strong transportation nation, aluminum use in transportation is growing steadily. Overall, aluminum consumption presents a pattern of structural optimization and the transition between old and new growth drivers. It is estimated that total domestic aluminum consumption in 2026 will achieve a year-on-year growth of 2.35%.
Zhou Jianyong, Production Manager for Robot Components at the Minth Ningbo R&D Center, delivered an online report titled "Application of Recycled Aluminum Technology in Automotive Parts Die-Casting Enterprises." He stated that recycled aluminum was previously mainly used in the field of wrought aluminum alloys, but its application scale in the die-casting industry and automotive parts manufacturing is now continuously expanding, with market penetration steadily increasing. The trends of automotive lightweighting and integrated die-casting are driving up demand for die-cast aluminum alloys, also opening up broad application tracks for recycled aluminum. Therefore, promoting the recovery, recycling, and secondary use of die-cast aluminum alloy scrap, and establishing a closed-loop system for recycled aluminum in the die-casting segment, is crucial for expanding the overall recycled aluminum industry, reducing costs and improving efficiency, and practicing green and low-carbon development. It is a core lever for achieving the long-term and stable development of the recycled aluminum industry.
Jiang Zhenghe, Director of Beijing Lianshui Law Firm, delivered a report titled "Compliance and Tax Risk Management of 'Reverse Invoicing' in the Renewable Resources Industry in 2026." He pointed out that in 2026, the national rectification of invoicing practices has impacted the renewable resources industry: the volume of industry invoicing has decreased, some local tax authorities have suspended the approval of "reverse invoicing" applications, and some enterprises have even reported being required to issue red invoices for tax adjustments. In this context, compliance with "reverse invoicing" is essential for the survival of renewable resource enterprises. Jiang Zhenghe focused on the external regulatory environment and potential tax risks facing the renewable resources industry, analyzed the generation and resolution of risks through case studies, and proposed practical suggestions for tax compliance management in the renewable resources industry for reference.
Yin Yue, Manager of the Commodity Department at the Shanghai Futures Exchange, delivered a report on the issue of recycled aluminum futures, titled "Leveraging the Functions of the Futures Market to Promote High-Quality Development of the Non-Ferrous Metals Industry." He systematically reviewed the current development status of China's futures market, focusing on the non-ferrous metals futures segment and emphasizing its core role in price discovery and risk management. By analyzing how futures functions can support the stable development of the industry, he further used the aluminum industry chain as an example to demonstrate the practical value of futures tools in upstream and downstream coordination. Finally, Yin Yue introduced China's first recycled metal futures product, highlighting its significance in serving the green and low-carbon strategy and promoting resource recycling. Overall, the futures market is injecting new momentum into the high-quality development of the non-ferrous metals industry through diversified tools and collaborative pathways.
Addressing the issue of recycled aluminum sorting equipment, Jin Cheng, North China Regional Manager at Zhejiang Tianli Equipment Technology Co., Ltd., delivered a report titled "Tianli Co., Ltd.'s Intelligent Sorting Equipment Supports the Low-Carbon and Green Development of Recycled Aluminum." He elaborated on how intelligent sorting equipment contributes to the low-carbon and green development of recycled aluminum from four aspects: company introduction, industry background, specific actions taken by the company to promote industry development, and case studies. He pointed out that in recent years, the built capacity for recycled aluminum in China and Asia has increased year by year, but actual capacity growth has been slow. Industry competition is fierce, and customer requirements for sorting equipment have further increased. In this context, Tianli has successfully developed various industry-standard equipment and China's first laser-induced sorting machine, precisely addressing the pain points of industry recycling.
In a report titled "Application and Prospect Analysis of Recycled Aluminum in Integrated Die-Casting and Low-Pressure Casting," Song Yaxing from Chenzhi (Chongqing) Lightweight Technology Co., Ltd. delved into the application of recycled aluminum in the fields of automotive integrated die-casting and low-pressure casting. He stated that driven by automotive lightweighting and the "dual carbon" goals, recycled aluminum has become a key material due to its low-carbon and low-cost advantages. The report detailed the current application status, technical requirements, and typical cases of recycled aluminum in core components such as front cabins, rear floors, and subframes, and looked forward to its broad market prospects and future development trends.
Li Yichuan, Recycled Aluminum Analyst at Aladdin (ALD), provided a brief analysis of the recycled aluminum industry and delivered a keynote report titled "System Analysis and Future Outlook Under the Large-Scale Development of Recycled Aluminum." He pointed out that the domestic recycled aluminum industry, driven by supply-side structural reform and the "dual carbon" goals, has seen significant capacity expansion. After 2022, the contradiction between supply and demand for aluminum scrap has become increasingly prominent. Aluminum scrap prices are prone to rising and resistant to falling. Coupled with weak downstream demand and difficulty in raising prices for aluminum processed products, the increase in raw material costs squeezes processing profits. The raw material gap caused by premature capacity expansion makes price risk management a top priority for the recycled aluminum industry.
On June 5, participating representatives visited Tianjin Xinneng Renewable Resources Co., Ltd. and Aili Renewable Resources (Tianjin) Co., Ltd. for further in-depth exchange and learning. This forum brought together industry peers to explore new pathways for industry development, laying a solid foundation for upstream and downstream coordination, technological upgrading, and compliant operations in the industrial chain, helping the recycled aluminum industry seize the "dual carbon" opportunity and achieve green, high-quality, and sustainable development.
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