鋁二次冶煉及合金市場機會、成長動力、產業趨勢分析及2025-2034年預測

2024年，全球鋁二次冶煉及合金市場規模達491億美元，預計2034年將以6.5%的複合年成長率成長，達到914億美元。這得益於全球永續發展的轉變、回收基礎設施的加強以及主要終端行業需求的成長。隨著各行各業加大碳排放削減和資源高效利用的力度，再生鋁已成為全球製造商的首選。作為原鋁的低影響、高性能替代品，二次冶煉已獲得顯著發展。廢料處理技術、合金工程的進步以及全球回收效率的顯著提升（目前約為76%），正在加速這一發展勢頭。

建築、汽車、包裝和電子等行業的消費成長正在推動市場擴張，尤其是在專注於永續工業化的發展中經濟體。此外，對節能解決方案的高度重視、政府推行的循環經濟實踐政策以及鋁在再生能源基礎設施中的日益普及，也進一步刺激了需求。市場的發展與技術創新緊密相連，人工智慧驅動的廢料分類、區塊鏈支援的可追溯性和智慧物流正在創造新的效率。隨著各行各業，尤其是在交通和能源領域，持續優先考慮輕質材料以實現電氣化，再生鋁正鞏固其作為未來全球發展基石材料的地位。

人們對碳減排和資源最佳化的日益重視，促使製造商積極採用再生鋁，而廢料處理和合金工程的進步也不斷提升了這種材料的競爭力。全球回收率的上升正在加速這一轉型，新興經濟體在技術驅動的供應鏈最佳化的支持下發揮關鍵作用。增強的追蹤系統和數位化廢料管理解決方案正在提高材料回收率，並確保各行業產品品質的提升。隨著鋁在電網、電池系統和再生能源裝置中的使用日益頻繁，對再生資源的需求正經歷前所未有的激增。全球對清潔生產方法的關注以及減少對一次提取方法的依賴，使得二次冶煉和合金化成為鋁價值鏈的關鍵支柱。

2024年，鋁廢料市佔率達到79.6%，這得益於其易取得、在建築和運輸領域的廣泛應用以及顯著的永續性優勢。利用廢料生產鋁，排放更低，節能效果顯著，直接支持企業實現脫碳目標並遵守全球環境法規。隨著企業加強減排力度，技術創新為鋁渣和浮渣等廢棄材料注入了新的活力，將其轉化為寶貴的環保鋁資源。

汽車產業仍然是再生鋁的最大消費產業，輕量化策略對電動車的發展至關重要。鋁合金擴大應用於電池外殼、底盤系統和結構框架，以提高性能並滿足嚴格的碳中和目標。

2024年，中國鋁二次冶煉及合金化市場產值達159億美元，預計2034年將達296億美元。強勁的製造能力、鋁在基礎設施和電動車中的廣泛應用，以及政府積極支持回收的舉措，共同推動了中國鋁產業的成長。廢料處理中智慧技術的採用，進一步提升了生產效率。

主要市場參與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。各公司正透過投資下一代回收技術、與廢料供應商建立合作夥伴關係、擴大區域佈局以及採用合規性和可追溯性數位平台來確保競爭優勢。

目錄

第1章：方法論與範圍

第2章：執行摘要

第3章：行業洞察

• 產業生態系統分析
  • 影響價值鏈的因素
  • 利潤率分析
  • 中斷
  • 未來展望
  • 製造商
  • 經銷商
• 川普政府關稅的影響—結構化概述
  • 對貿易的影響
    • 貿易量中斷
    • 報復措施
  • 對產業的影響
    • 供應方影響（原料）
      • 主要材料價格波動
      • 供應鏈重組
      • 生產成本影響
    • 需求面影響（售價）
      • 價格傳導至終端市場
      • 市佔率動態
      • 消費者反應模式
  • 受影響的主要公司
  • 策略產業反應
    • 供應鏈重組
    • 定價和產品策略
    • 政策參與
  • 展望與未來考慮
• 貿易統計（HS編碼：7601.20）
• 供應商格局
• 利潤率分析
• 重要新聞和舉措
• 監管格局
• 衝擊力
  • 成長動力
    • 汽車和運輸業對輕質材料的需求不斷成長
    • 更重視永續性和減少碳足跡的舉措
    • 與原鋁相比，再生鋁生產的能耗更低
    • 全球擴大建築活動和城市基礎設施建設
    • 政府政策促進回收和循環經濟實踐
    • 合金技術和廢料回收製程的進步
  • 產業陷阱與挑戰
    • 鋁廢料供應和品質可用性的波動
    • 回收過程中的渣滓和廢棄物管理對環境的擔憂
    • 冶煉加工基礎設施的初始投資高
• 成長潛力分析
• 波特的分析
• PESTEL分析

第4章：競爭格局

• 介紹
• 公司市佔率分析
• 競爭定位矩陣
• 戰略展望矩陣

第5章：市場估計與預測：按來源，2021 年至 2034 年

• 主要趨勢
• 鋁廢料
• 浮渣和浮渣
• 其他二手資料

第6章：市場估計與預測：按合金類型，2021 年至 2034 年

• 主要趨勢
• 鍛造合金
• 鑄造合金
• 其他

第7章：市場估計與預測：依最終用途產業，2021 年至 2034 年

• 主要趨勢
• 汽車
• 建築與施工
• 電氣和電子產品
• 包裝
• 其他

第8章：市場估計與預測：按地區，2021 年至 2034 年

• 主要趨勢
• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 英國
  • 法國
  • 西班牙
  • 義大利
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 澳洲
  • 韓國
• 拉丁美洲
  • 巴西
  • 墨西哥
• 中東和非洲
  • 沙烏地阿拉伯
  • 南非
  • 阿拉伯聯合大公國

第9章：公司簡介

• 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.