In November, China’s electrolytic aluminum production reached 3.792 million tons, up 2.5% year-on-year.

China’s aluminum industry demonstrated resilient supply dynamics in November 2025, with (alumina) and (primary aluminum) output maintaining steady growth while finished aluminum products showed modest contraction, according to official data from the National Bureau of Statistics. The figures reflect the sector’s ongoing shift toward high value added production amid “dual carbon” policy constraints and rising industrial demand.

In November, alumina production reached 8.138 million metric tons, marking a robust 7.6% year-on-year increase. Cumulative output from January to November surged 8.4% year-on-year to 84.657 million tons. Primary aluminum output stood at 3.792 million tons last month, up 2.5% year-on-year, with the Jan-Nov cumulative total hitting 41.165 million tons, matching the same year-on-year growth rate amid tight capacity caps.

A standout performer was aluminum alloy production, which soared 17.0% year-on-year to 1.739 million tons in November. The Jan-Nov cumulative output rose 15.8% to 17.456 million tons, driven by surging demand for lightweight, high-strength alloys in new energy vehicles and aerospace sectors. This growth aligns with the industry’s pivot toward high performance materials like 6000 and 7000 series alloys.

In contrast, finished aluminum products output edged down 0.4% year-on-year to 5.931 million tons in November, with cumulative Jan-Nov production slipping 0.1% to 61.511 million tons. The mild decline reflects ongoing structural adjustments as low value products face over capacity pressures, while precision processed items like aluminum plates, extruded bars, and seamless tubes remain in strong demand.

The data underscores China’s evolving aluminum supply chain with upstream raw materials and high grade alloys leading growth, while downstream processing focuses on quality over quantity. For manufacturers specializing in aluminum plate, bar, tube, and precision machining, the trend toward high performance alloys presents significant opportunities amid tightening environmental regulations and global demand for light weight materials.