Scope. Mills classified as primary smelters (category_slug smelting, primary-smelter, integrated, ingot) with declared capacity ≥ 200,000 t/yr. 64 candidates; 10 advanced.
Scoring. A composite 0-100 score:
(1) Smelter capacity (60%) — capped at 3M t/yr nameplate. Capacity dominates because primary aluminum is a commodity; scale = unit-cost advantage.
(2) Listing transparency (25%) — capacity utilization disclosure is uniquely valuable for primary aluminum because actual output can swing 15-30% from nameplate based on power-cost economics.
(3) Disclosure depth (15%) — green-electricity sourcing, carbon-intensity disclosure, recycled-content tracking.
Tie-breakers: founding date, region (Yunnan/Sichuan hydropower smelters preferred for low-carbon supply).
Why smelters matter to extruders. The billet that feeds your extrusion press has a chemistry signature traceable to its smelter. Mills that source consistently from one or two smelters (rather than spot-buying billet) tend to have tighter tolerance control. For high-spec work (aerospace, EV battery), smelter provenance is part of the qualification record.
Disclaimer. Smelter rankings reflect 2024 nameplate. China's actual primary aluminum output is capped at ~45M t/yr by regulation, so high-nameplate smelters often run below 100% utilization. Use this for screening, not absolute volume claims.
Nguồn trích dẫn. IAI (International Aluminium Institute) production data · China Nonferrous Metals Industry Association · Listed-company annual reports
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