印度铝行业现状

Aluminium: Segment-wise consumption in India印度铝工业的地区分布印度的铝行业今后为出口导向型The India aluminum industry has a bright future as it can become one of the largest players in the global aluminum market as in India the consumption is fairly low, the industry may use the surplus production to cater the international need for aluminum which is used all over the world for several applications such as aircraft manufacturing, automobile manufacturing, utensils,etc.Indian Aluminium Market Growth:Aluminium Production and Consumption in IndiaIndia has the credit of being the fifth largest producer of aluminium in the world. The country has a capacity to produce more than 2.7 million tones ofaluminium per year, accounting making up about 5% of the total aluminium production on the globe. India boasts of a massive quantity of Bauxite reserve of about 3 billion tones（印度宣称铝矿石储量为20亿吨）India is endowed with large deposits of high quality bauxite ore, resources for power generation (coal) and formidable pool of manpower – both skilled and unskilled. Indian aluminium industry is forging ahead with rapid expansion in both Primary metal and downstream sectors.（初级产品及下游领域的产量都将快速扩张）the overall consumption of aluminium in India is projected to be about 5 million tonnes by 2015, and 10 million tonnes by 2020. Major sectors contributing to Indian aluminium consumption growth, namely, electrical (power), building and construction, packaging and transportation, are expected to grow in double digits during the next decade with this India is likely to achive a per capita aluminium consumption of about 10kg per annum.（到2015年全印度铝消耗约达500万吨，到2020年达1000万吨，在电能、房屋建设、包装及交通领域的应用预计加倍）印度主要的铝企业Hindalco, NALCO (a Government of India enterprise), BALCO, and Vedanta Aluminium are the four major aluminium producing companies in India.Market Structure（印度铝行业的市场结构）：目前，国内的铝工业可以广义地分成两大类1）初级金属厂家将铝矿石生产成铝锭，铝坯，铝棍等2）次级加工就是将铝加工成铝轧制产品，铝箔，铝片或者铝型材初级铝加工需要成本你比较高，因此只有四个公司可以做：National Aluminium Company Limited (Nalco), Bharat Aluminium Company Limited (Balco), HINDALCO Industries Limited (Hindalco), and Madras Aluminium Company Limited (Malco).这些公司为了增加利润，也做次级的铝加工。

在次级铝加工方面India Foils, PennarAluminium, and Century Extrusions在铝箔和铝型材方市场份额超过70%原文：Feature - Aluminium& Products：/products/projectsinfo/2007/26march-01april2007/015.htmlAt present, the domestic aluminium industry can be divided into two broad categories:1) Primary metal producers processing bauxite into aluminium ingots, billets or properzi rods.2) Secondary fabrication units processing aluminium into rolled products, foils, sheets or extrusions.Primary aluminium can be sold in the form of ingots, billets and slabs. Given that production of aluminium (the metal) is a more capital-intensive activity than fabrication, there are just four large primary producers in India, as against several small downstream manufactureRsThe four producers are National Aluminium Company Limited (Nalco), Bharat Aluminium Company Limited (Balco), HINDALCO Industries Limited (Hindalco), and Madras Aluminium Company Limited (Malco). These four players presently have an installed capacity of 3 mtpa of alumina, and 0.89 mtpa of primary aluminium. Since primary players produce aluminium at much lower costs vis-�-vis the landed cost of imported aluminium that is used by most secondary players, the margins of primary producers increase if they undertake secondary processing themselves.The primary industry has thus started integrating downwards. The secondary rollers and extruders in the Indian aluminium industry either purchase the primary metal (billets and blooms) from domestic producers or import the same and process the metal at their own fabrication plants into semi- or fully -fabricated products. Such secondary metal producers include India Foils, PennarAluminium, and Century Extrusions, which together control over 70per cent of the market for extrusions and foils. Says Vasant Kothari, Director, Bombay Aluminium Pvt. Ltd.," We either import or buy aluminium from local sources like Hindalco. It all depends on the price. There is no difference in quality."1.Hindustan Aluminium Company (HINDALCO)印度最大铝业公司，市场占有率超过39%。

原铝市场份额42%，铝型材20%，轧制产品63%。

但31%的产品在车轮，44%在铝箔领域。

2.3.MALCO4.National Aluminium Company (NALCO)政府购买了公司约87.15%的股份5.INDAL. HINDALCO（印度只有5家公司可以生产原铝。

3家私企：Hindalco，Indian Aluminum (Indal)，Madras Aluminum (Malco)。

2家政府控股：National Aluminum (Nalco)，BharatAluminum (Balco).）原文：Hindalco is the largest firm in the Indian aluminium industry holding more than of 39% market share. This is a flagship unit of the Aditya Birla Group with its aluminium plant at located at Renukoot in Uttar Pradesh. The firm manufactures a number of aluminium products making upa market share of 42% in the primary aluminium segment, 20% in extrusions and 63% in rolled products, while 31% of the products are in the wheels and 44% in foils segments.Sterlite Industries is one another giant in the arena comprising two wings namely BALCO and MALCO. BALCO is a partly integrated firm, MALCO is a completely integrated producer of aluminium. Sterlitecompany holds a market share of about 32%.NALCO is yet another leading producer of the aluminium metal in India. Government of Indiahas purchased a stake of about 87.15% in this firm. NALCO’s aluminium refinery unit is situatedat Damanjodi. In addition, the firm also has a smelter unit at Angul, Orissa. At present, NALCO is focused onAt present there are only five companies in the primary aluminium market viz. Hindalco, Indian Aluminum (Indal), Madras Aluminum (Malco), National Aluminum (Nalco) and Bharat Aluminum(Balco). The former three are private sector companies while the latter two are government owned2013印度铝业相关报道：/article/companies/aluminium-production-down-16-5-against-target-in-fy13-113060300476_1.htmlAluminium production down 16.5% against target in FY13（铝生产毕预计目标下降16.5%）India's aluminium production was lower by 16.5% at 1.72 million tonne in 2012-13 fiscal as against the target of 2.06 million tonne, a senior official of the Department of Mines said.However, it was 3% up compared to 1.67 million tonne produced in 2011-12, he said."There are various reasons for not achieving target. Non-availability of bauxite on time for some of the units has crippled production and falling global prices also contributed to non-achieving targets," the official said."Aluminium prices at London Metal Exchange have fallen by 15 to 20%. We expect the prices to go up by the latter half of the year. It is common for the countries. The more they produce now, the higher the losses they incur," he said.伦敦金属交易所的铝价下降了15-20%Major producers of the metal in the country include state -owned NationalAluminium Company Ltd (NALCO) and private sector units - Bharat Aluminium Company Limited (BALCO), Hindustan Aluminium Company Ltd (HINDALCO) and Vedanta Aluminium Company Ltd (VAL).A senior NALCO official had earlier said the aluminium maker may operate its sole smelter at 75% capacity until global prices of the metal recover or availability of cheap domestic coal increases.The 4.6 lakh tonne per annum capacity of the NALCO plant at Angul in eastern Odisha has been operating at a reduced capacity since May 12 after its coal supplier Mahanadi Coalfields Ltd shut a mine following an accident on April 21.NALCO production director S SMohapatra had said the company may review the situation and consider using imported coal to increase the output if the LME prices are up beyond $2,200 per tonne.BALCO, with 3.45 lakh tonne per annum capacity, has closed down its old smelter of 1 LTPA capacity and hence the present installed capacity of the company is 2.45 lakh tons, the official added.BALCO had achieved 2.47 lakh tonne production against target of 3.6 lakh tonne during 2012-13.Hindalco and Vedanta produced 5.75 lakh tonne and 4.33 lakh tonne as against target of 6.07 lakh tonne and 6.66 lakh tonne respectively, the official said.Aluminium Association of India's honorary general secretary K S S Murthy said the metal demand in India is expected to grow at 10-12% per annum and this will be driven by growth in sectors like electricity, transport, building and construction and packaging.Replying to a query, Murthy said with the expansions lined up by primary producers, which will be operationalised during 2013-14, the fresh production availability in India can cater to the domestic demand.Murthy said the total aluminium import during 2012-13 in India was 1.32 million tonne.India's aluminium consumption of all products (excluding scrap) in 2012-13 was 1.97 million tonne. The aluminium consumption with scrap in 2012-13 was 2.7 million tonne, Murthy explained.印度2012-2013：铝进口132万吨，所有铝产品消费（不包括铝废料）：197万吨所有铝产品消费（包括铝废料）：270万吨卢比走弱刺激印度氧化铝出口增加/industry/2013/09-03/1378189769345011.shtml印度国家铝业计划本财年将氧化铝产量提高19%，将氧化铝出口量增加40%，以增加美元流动性，提振印度疲软经济。