近日,国家九大部委联合下发文件,要求各地立即叫停拟建电解铝项目,“坚决制止”任何扩大产能的新建项目的违规审批行为。政策一出,引发市场讨论热潮,电解铝市场过剩事实毋庸置疑,新政究竞能否奏效,一方面受到中央和地方博弈的影响,另一方面,则要看政策实施力度。 Recently, the nine national ministries and commissions jointly issued a document requiring all localities to immediately halt the proposed construction of electrolytic aluminum projects and resolutely stop any expansion of production capacity of new projects for non-compliance. Policy came out, triggering a market discussion craze, electrolytic aluminum market, the fact that there is no doubt about the excess market, whether the new study will work, on the one hand, by the central and local game, on the other hand, depends on the implementation of the policy.