China by Province:
Sichuan's operating capacity increased by 255,000 tonnes compared to the end of 2024, mainly because some aluminium enterprises incurred losses and implemented production cuts and maintenance due to high alumina costs at the end of 2024. These enterprises gradually resumed production from February to April 2025, with a total resumed capacity of 255,000 tonnes. Additionally, individual enterprises in Guangxi underwent technological transformation due to losses at the end of 2024 and started restarting cells from August to September 2025, contributing a total resumed capacity of 100,000 tonnes.
During 2025, some aluminium capacity was relocated from Shandong to Yunnan, reducing Shandong's operating aluminium capacity by 740,000 tonnes compared to the end of 2024, with all related capacity transferred to Yunnan. Additionally, an aluminium smelter in Yunnan resumed production of 30,000 tonnes of previously idle capacity, bringing Yunnan's total operating capacity to an increase of 770,000 tonnes compared to the end of 2024.
