铝二次冶炼及合金市场机会、成长动力、产业趋势分析及2025-2034年预测

2024年，全球铝二次冶炼及合金市场规模达491亿美元，预计2034年将以6.5%的复合年增长率成长，达到914亿美元。这得益于全球可持续发展的转变、回收基础设施的加强以及主要终端行业需求的增长。随着各行各业加大碳排放削减和资源高效利用的力度，再生铝已成为全球製造商的首选。作为原铝的低影响、高性能替代品，二次冶炼已获得显着发展。废料处理技术、合金工程的进步以及全球回收效率的显着提升（目前约为76%），正在加速这一发展势头。

建筑、汽车、包装和电子等行业的消费成长正在推动市场扩张，尤其是在专注于永续工业化的发展中经济体。此外，对节能解决方案的高度重视、政府推行的循环经济实践政策以及铝在再生能源基础设施中的日益普及，也进一步刺激了需求。市场的发展与技术创新紧密相连，人工智慧驱动的废料分类、区块链支援的可追溯性和智慧物流正在创造新的效率。随着各行各业，尤其是在交通和能源领域，持续优先考虑轻质材料以实现电气化，再生铝正巩固其作为未来全球发展基石材料的地位。

人们对碳减排和资源优化的日益重视，促使製造商积极采用再生铝，而废料处理和合金工程的进步也不断提升了这种材料的竞争力。全球回收率的上升正在加速这一转型，新兴经济体在技术驱动的供应链优化的支持下发挥关键作用。增强的追踪系统和数位化废料管理解决方案正在提高材料回收率，并确保各行业产品品质的提升。随着铝在电网、电池系统和再生能源装置中的使用日益频繁，对再生资源的需求正经历前所未有的激增。全球对清洁生产方法的关注以及减少对一次提取方法的依赖，使得二次冶炼和合金化成为铝价值链的关键支柱。

2024年，铝废料市占率达到79.6%，这得益于其易取得、在建筑和运输领域的广泛应用以及显着的永续性优势。利用废料生产铝，排放更低，节能效果显着，直接支持企业实现脱碳目标并遵守全球环境法规。随着企业加强减排力度，技术创新为铝渣和浮渣等废弃材料注入了新的活力，将其转化为宝贵的环保铝资源。

汽车产业仍然是再生铝的最大消费产业，轻量化策略对电动车的发展至关重要。铝合金越来越多地应用于电池外壳、底盘系统和结构框架，以提高性能并满足严格的碳中和目标。

2024年，中国铝二次冶炼及合金化市场产值达159亿美元，预计2034年将达296亿美元。强劲的製造能力、铝在基础设施和电动车中的广泛应用，以及政府积极支持回收的倡议，共同推动了中国铝产业的成长。废料处理中智慧技术的采用，进一步提升了生产效率。

主要市场参与者包括同和控股有限公司 (Dowa Holdings Co., Ltd.)、Real Alloy、Hydro Aluminium AS、Novelis Inc.、Constellium SE、Kaiser Aluminum Corporation、Raffmetal SpA、ELVALHALCOR Hellenic Copper and Aluminium Industry SA、Befesa SA 和 Century Aluminum Company。各公司正透过投资下一代回收技术、与废料供应商建立合作伙伴关係、扩大区域布局以及采用合规性和可追溯性数位平台来确保竞争优势。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
  • 影响价值链的因素
  • 利润率分析
  • 中断
  • 未来展望
  • 製造商
  • 经销商
• 川普政府关税的影响—结构化概述
  • 对贸易的影响
    • 贸易量中断
    • 报復措施
  • 对产业的影响
    • 供应方影响（原料）
      • 主要材料价格波动
      • 供应链重组
      • 生产成本影响
    • 需求面影响（售价）
      • 价格传导至终端市场
      • 市占率动态
      • 消费者反应模式
  • 受影响的主要公司
  • 策略产业反应
    • 供应链重组
    • 定价和产品策略
    • 政策参与
  • 展望与未来考虑
• 贸易统计（HS编码：7601.20）
• 供应商格局
• 利润率分析
• 重要新闻和倡议
• 监管格局
• 衝击力
  • 成长动力
    • 汽车和运输业对轻质材料的需求不断增长
    • 更重视永续性和减少碳足迹的倡议
    • 与原铝相比，再生铝生产的能耗更低
    • 全球扩大建筑活动和城市基础设施建设
    • 政府政策促进回收和循环经济实践
    • 合金技术和废料回收製程的进步
  • 产业陷阱与挑战
    • 铝废料供应和品质可用性的波动
    • 回收过程中的渣滓和废弃物管理对环境的担忧
    • 冶炼加工基础设施的初始投资高
• 成长潜力分析
• 波特的分析
• PESTEL分析

第四章：竞争格局

• 介绍
• 公司市占率分析
• 竞争定位矩阵
• 战略展望矩阵

第五章：市场估计与预测：按来源，2021 年至 2034 年

• 主要趋势
• 铝废料
• 浮渣和浮渣
• 其他二手资料

第六章：市场估计与预测：按合金类型，2021 年至 2034 年

• 主要趋势
• 锻造合金
• 铸造合金
• 其他的

第七章：市场估计与预测：依最终用途产业，2021 年至 2034 年

• 主要趋势
• 汽车
• 建筑与施工
• 电气和电子产品
• 包装
• 其他的

第八章：市场估计与预测：按地区，2021 年至 2034 年

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
• 欧洲
  • 德国
  • 英国
  • 法国
  • 西班牙
  • 义大利
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 韩国
• 拉丁美洲
  • 巴西
  • 墨西哥
• 中东和非洲
  • 沙乌地阿拉伯
  • 南非
  • 阿联酋

第九章：公司简介

• Novelis Inc.
• Hydro Aluminium AS
• Constellium SE
• Real Alloy
• Kaiser Aluminum Corporation
• Century Aluminum Company
• Raffmetal SpA
• ELVALHALCOR Hellenic Copper and Aluminium Industry SA
• Befesa SA
• Dowa Holdings Co., Ltd.

The Global Secondary Smelting and Alloying of Aluminium Market was valued at USD 49.1 billion in 2024 and is estimated to grow at a CAGR of 6.5% to reach USD 91.4 billion by 2034, driven by the global shift toward sustainability, stronger recycling infrastructure, and heightened demand from major end-use industries. As industries intensify their push toward reducing carbon emissions and promoting efficient resource utilization, secondary aluminum has emerged as a preferred choice for manufacturers worldwide. Offering a low-impact, high-performance alternative to primary aluminum, secondary smelting has gained significant traction. Advancements in scrap processing technologies, alloy engineering, and a notable increase in global recycling efficiency-currently standing around 76%-are accelerating the momentum.

Growing consumption from sectors like construction, automotive, packaging, and electronics is reinforcing market expansion, especially across developing economies focused on sustainable industrialization. Additionally, a heightened focus on energy-efficient solutions, government policies promoting circular economy practices, and increased integration of aluminum in renewable energy infrastructure are further fueling demand. The market's evolution is tightly linked to technological innovations, with AI-driven scrap sorting, blockchain-enabled traceability, and smart logistics creating new efficiencies. As industries continue to prioritize lightweight materials for electrification, especially in transport and energy, secondary aluminum is securing its role as a cornerstone material for future global development.

Growing emphasis on carbon reduction and resource optimization has pushed manufacturers to aggressively adopt secondary aluminum, while advancements in scrap processing and alloy engineering continue to enhance the material's competitiveness. Rising recycling rates worldwide are speeding up the transition, with emerging economies playing a critical role, supported by technology-driven supply chain optimization. Enhanced tracking systems and digitized scrap management solutions are improving material recovery rates and ensuring better product quality across industries. As the use of aluminum intensifies in electrical grids, battery systems, and renewable installations, demand for secondary sources is witnessing an unprecedented surge. The global focus on cleaner production methods and reducing reliance on primary extraction methods is making secondary smelting and alloying a pivotal pillar of the aluminum value chain.

The aluminum scrap segment accounted for a 79.6% market share in 2024, driven by its easy accessibility, widespread use in construction and transportation, and significant sustainability advantages. Scrap-based aluminum production, offering lower emissions and major energy savings, directly supports corporate decarbonization targets and global environmental regulations. Technological innovations are breathing new life into previously discarded materials like dross and skimming, turning them into valuable, eco-friendly aluminum sources as companies intensify waste reduction efforts.

The automotive industry remains the top consumer of secondary aluminum, with lightweighting strategies critical for electric vehicle development. Aluminum alloys are increasingly used in battery housings, chassis systems, and structural frames to boost performance and meet stringent carbon neutrality goals.

China Secondary Smelting and Alloying of Aluminium Market generated USD 15.9 billion in 2024 and is forecasted to reach USD 29.6 billion by 2034. The country's growth is fueled by strong manufacturing capabilities, widespread aluminum use in infrastructure and EVs, and proactive government initiatives supporting recycling. The adoption of smart technologies in scrap handling is further driving production efficiency.

Key market players include Dowa Holdings Co., Ltd., Real Alloy, Hydro Aluminium AS, Novelis Inc., Constellium SE, Kaiser Aluminum Corporation, Raffmetal S.p.A., ELVALHALCOR Hellenic Copper and Aluminium Industry S.A., Befesa S.A., and Century Aluminum Company. Companies are securing competitive advantages by investing in next-gen recycling technologies, forging partnerships with scrap suppliers, expanding regional footprints, and adopting digital platforms for compliance and traceability.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definition
• 1.2 Base estimates & calculations
• 1.3 Forecast calculation
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources
• 1.5 Primary research and validation
  • 1.5.1 Primary sources
  • 1.5.2 Data mining sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021-2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Impact of trump administration tariffs – structured overview
  • 3.2.1 Impact on trade
    • 3.2.1.1 Trade volume disruptions
    • 3.2.1.2 Retaliatory measures
  • 3.2.2 Impact on the industry
    • 3.2.2.1 Supply-side impact (raw materials)
      • 3.2.2.1.1 Price volatility in key materials
      • 3.2.2.1.2 Supply chain restructuring
      • 3.2.2.1.3 Production cost implications
    • 3.2.2.2 Demand-side impact (selling price)
      • 3.2.2.2.1 Price transmission to end markets
      • 3.2.2.2.2 Market share dynamics
      • 3.2.2.2.3 Consumer response patterns
  • 3.2.3 Key companies impacted
  • 3.2.4 Strategic industry responses
    • 3.2.4.1 Supply chain reconfiguration
    • 3.2.4.2 Pricing and product strategies
    • 3.2.4.3 Policy engagement
  • 3.2.5 Outlook and future considerations
• 3.3 Trade statistics (HS Code: 7601.20)
• 3.4 Supplier landscape
• 3.5 Profit margin analysis
• 3.6 Key news & initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Rising demand for lightweight materials in automotive and transportation sectors
    • 3.8.1.2 Increased emphasis on sustainability and carbon footprint reduction initiatives
    • 3.8.1.3 Lower energy consumption in secondary aluminum production vs. primary aluminum
    • 3.8.1.4 Expanding construction activities and urban infrastructure development worldwide
    • 3.8.1.5 Government policies promoting recycling and circular economy practices
    • 3.8.1.6 Advancements in alloying technology and scrap recovery processes
  • 3.8.2 Industry pitfalls & challenges
    • 3.8.2.1 Fluctuations in aluminum scrap supply and quality availability
    • 3.8.2.2 Environmental concerns over dross and waste management in recycling
    • 3.8.2.3 High initial investment in smelting and processing infrastructure
• 3.9 Growth potential analysis
• 3.10 Porter's analysis
• 3.11 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Company market share analysis
• 4.3 Competitive positioning matrix
• 4.4 Strategic outlook matrix

Chapter 5 Market Estimates and Forecast, By Source, 2021 – 2034 (USD Billion) (Kilo Tons)

• 5.1 Key trends
• 5.2 Aluminum scrap
• 5.3 Dross and skimmings
• 5.4 Other secondary sources

Chapter 6 Market Estimates and Forecast, By Alloy Type, 2021 – 2034 (USD Billion) (Kilo Tons)

• 6.1 Key trends
• 6.2 Wrought alloys
• 6.3 Cast alloys
• 6.4 Others

Chapter 7 Market Estimates and Forecast, By End Use Industry, 2021 – 2034 (USD Billion) (Kilo Tons)

• 7.1 Key trends
• 7.2 Automotive
• 7.3 Building & construction
• 7.4 Electrical & electronics
• 7.5 Packaging
• 7.6 Others

Chapter 8 Market Estimates and Forecast, By Region, 2021 – 2034 (USD Billion) (Kilo Tons)

• 8.1 Key trends
• 8.2 North America
  • 8.2.1 U.S.
  • 8.2.2 Canada
• 8.3 Europe
  • 8.3.1 Germany
  • 8.3.2 UK
  • 8.3.3 France
  • 8.3.4 Spain
  • 8.3.5 Italy
• 8.4 Asia Pacific
  • 8.4.1 China
  • 8.4.2 India
  • 8.4.3 Japan
  • 8.4.4 Australia
  • 8.4.5 South Korea
• 8.5 Latin America
  • 8.5.1 Brazil
  • 8.5.2 Mexico
• 8.6 Middle East and Africa
  • 8.6.1 Saudi Arabia
  • 8.6.2 South Africa
  • 8.6.3 UAE

Chapter 9 Company Profiles

• 9.1 Novelis Inc.
• 9.2 Hydro Aluminium AS
• 9.3 Constellium SE
• 9.4 Real Alloy
• 9.5 Kaiser Aluminum Corporation
• 9.6 Century Aluminum Company
• 9.7 Raffmetal S.p.A
• 9.8 ELVALHALCOR Hellenic Copper and Aluminium Industry S.A.
• 9.9 Befesa S.A.
• 9.10 Dowa Holdings Co., Ltd.