Guangxi Geely Baikuang Electrolytic Aluminum Plant was forced to stop production due to the epidemic, resulting in the suspension of about 420,000 tons of electrolytic aluminum

On February 8, due to the spread of the epidemic, the electrolytic employees of the electrolytic staff were pulled away and isolated by all the staff, resulting in the suspension of the electrolytic cell, and the incident stimulated a large number of Shanghai aluminum to increase the number of warehouses, which currently affects the production capacity of about 420,000 tons.

Baikuang has two production bases in Tianyang County, namely Guangxi Baikuang Aluminum Co., Ltd. and Guangxi Suyuan Investment Co., Ltd. (Baikuang Tianyang Branch, acquired in 2017), with a built production capacity of 300,000 and 200,000 tons, and the operating capacity is 300,000 and 120,000 tons, respectively, the production reduction caused by this accident caused a total of 420,000 tons of production capacity losses, and due to the sudden evacuation, the electrolytic cell aluminum liquid will be withdrawn in time, resulting in solidification in the aluminum tank, and the later period must be overhauled before production can be resumed, which greatly delays the time that can be resumed.

The epidemic in Guangxi has led to the suspension of 420,000 tons of electrolytic aluminum in the Tianyang plant of Geely Bai mine, the suspension of production capacity of 1.2 million tons of alumina in Huayin Aluminum, and the current epidemic has not ended, Debao, Tianyang and Pingguo have all had cases of Aomi Kerong, and many links such as raw material transportation, production and sales are still greatly disturbed, and the probability of further production reduction is not ruled out.

Risk warning: Yunnan region is preparing for large-scale resumption of production, and it is necessary to be cautious about the current excessive speculation of production cuts.