According to Yufeng Technology's statistics, in October 2026, China's primary aluminum production was 388.08 million tons, an increase of 2.93% year-on-year and a 3.35% increase month-on-month. The average daily output was 12.519 million tons, slightly increasing compared to 12.517 million tons in the previous month. The annualized production was 4569.33 million tons. In October, only the electrolytic aluminum production capacity of enterprises in Xinjiang changed: a few enterprises in the region released newly commissioned production capacity, thus slightly increasing the industry's operating capacity. As of October 31, the theoretical operating capacity of China's electrolytic aluminum industry was 4527.90 million tons, an increase of 70,000 tons compared to the end of last month. In November, enterprises in Xinjiang will continue to commission production, and electrolytic aluminum enterprises in the Shanxi region may also release a small amount of production capacity, so it is expected that the operating capacity of the electrolytic aluminum industry will continue to increase. Based on the current production increase and decrease situation, it is estimated that China's electrolytic aluminum production in November 2026 will be approximately 376.5 million tons, with an average daily production of 12.55 million tons, and the average daily production will continue to increase.
According to Yufeng Technology's statistics, in October 2026, China's aluminum ingot rod production was 127.64 million tons, a decrease of 2.65% year-on-year and an increase of 5.51% month-on-month. The average daily output was 4.12 million tons, an increase of 0.09 million tons compared to the average daily output in October 2026. The reduction and resumption of production by aluminum rod enterprises in October were all reflected. The reduction was mainly in Guangxi, Henan, Shandong, and Shanxi regions. A certain rod factory in Guangxi increased the production of aluminum rods and reduced the production of aluminum rods due to better aluminum rod orders and higher profits. This situation will continue until the end of the year. A certain rod factory in Henan reduced production during the National Day holiday and has now resumed normal production. A certain rod factory in Shandong reduced production due to average order demand being relatively low. A certain rod factory in Shanxi reduced production due to the re-allocation of aluminum rod production quotas by the group. Production increase was reflected in Guizhou, Ningxia, Shandong, Xinjiang, Inner Mongolia, and Guangxi regions. The rod factories in Guizhou region added downstream processing enterprises, resulting in an increase in aluminum rod production. The rod factory in Ningxia has basically dealt with the related issues of invoice opening and returned to normal production capacity. The production of rod factories in Shandong increased due to quota adjustment. A certain rod factory in Xinjiang completed equipment renovation and entered the trial production stage, with a relatively limited increase in output. Another rod factory in the local area increased production to achieve the annual production target. A certain enterprise in Inner Mongolia adjusted the proportion of electrolytic aluminum and aluminum rods, increasing the production of aluminum rods. In addition, a new data sample enterprise was added in Guangxi region, and the aluminum rod production capacity was increased. Overall, the production of rod factories as a whole increased in October, with changes in operating capacity mainly due to production adjustments and post-repair resumption. The average daily output increased compared to September.
According to Yufeng Technology's prediction, a certain aluminum rod factory in Shanxi plans to conduct equipment maintenance in the middle of this month, resulting in a slight decrease in production; in addition, the industry has entered the traditional off-season, and the demand has gradually weakened. The aluminum rod enterprises in Shandong stated that there is a reduction in production expectation, and other rod enterprises may also reduce production. Aluminum rod enterprises in Chongqing region plan to increase production lines in November for commissioning. Overall, Yufeng Technology predicts that the average daily production of aluminum ingot rods in November 2026 will be slightly lower than that in October 2026.
