Adjusting the aluminum export tax rebate policy mainly affects the international trade of aluminum and the economic conditions of domestic aluminum processing enterprises. Indirectly, such policy changes may have some impact on the beneficiation process of bauxite, especially in terms of market supply and demand and cost control. In the short term, aluminum mining companies need to face the pressure brought by rising costs and changes in market demand; but in the long run, this policy will help promote the industry to develop in a more efficient, environmentally friendly and high value-added direction. Through continuous technological innovation and management optimization, aluminum mining companies are expected to overcome current difficulties and occupy a favorable position in future market competition.

1. Short-term impact

1). Increased cost pressure

As aluminum export companies face higher costs, they may try to pass on part of the costs to upstream suppliers, including providers of aluminum ore. This may lead to greater price pressure on aluminum mining companies, which need to respond by improving efficiency or reducing production costs. In this case, aluminum mining companies may need to re-evaluate their beneficiation processes and find ways to reduce costs and more economical ways to process ore, such as using more efficient washing technology, photoelectric pre-selection technology, flotation process improvements, or introducing new technologies to increase recovery and reduce energy consumption.

2). Changes in market demand

In the short term, the decline in aluminum exports may reduce the demand for aluminum ore, which may depress domestic aluminum prices, especially those with lower quality and higher cost. In order to adapt to this market change, aluminum mining companies may need to adjust their beneficiation strategies to encourage bauxite producers to improve efficiency and reduce production costs to remain competitive. At the same time, more attention will be paid to improving ore grade and reducing impurity content, and more attention will be paid to optimizing beneficiation processes to reduce costs, increase output or improve product quality to meet the needs of downstream processing companies for high-quality raw materials.

3). Technological innovation and upgrading

With the cancellation of export tax rebates, in order to reduce production costs and improve product quality, aluminum mining companies may need to invest in new technologies and equipment to optimize beneficiation processes, improve production efficiency and product added value. For example, adopt more efficient crushing, grinding and flotation technologies, use photoelectric pre-selection to reduce high iron and high silicon ores in bauxite, or introduce automated control systems to improve operating accuracy and stability.

2. Medium and long-term impacts

1). Promote technological innovation and upgrading

As market competition intensifies, aluminum mining companies will have to increase R&D investment to promote technological innovation in beneficiation processes. This may include developing new mineral processing agents, improving existing process flows, and applying advanced mineral separation technologies to improve resource utilization and product added value.

2). Improved environmental protection requirements

Under increasingly stringent environmental protection regulations around the world, aluminum mining companies need to adopt greener mineral processing methods, and environmental protection standards in the mineral processing process are also increasing. This means reducing water consumption, energy consumption, and the use of chemical agents during the mineral processing process, and strengthening the treatment and recycling of tailings to extract more value from limited resources. For example, measures such as using non-toxic or low-toxic chemical reagents or implementing wastewater recycling can significantly reduce water resource consumption and environmental pollution.

3). Refined management

In order to cope with the pressure of rising costs, aluminum mining companies also need to strengthen internal management and achieve refined operations. This includes optimizing resource allocation, improving labor productivity, and improving quality control systems. Through these measures, companies can further reduce costs while ensuring product quality10.

4). Industrial chain integration trend

With the changes in the industry's competitive landscape, some large aluminum mining companies may seek vertical integration development, that is, extending from simple ore mining to deep processing. This will not only better control the cost of the entire supply chain, but also enhance the overall competitiveness of the enterprise. In this context, aluminum mining companies need to consider the special needs of the subsequent processing process during the beneficiation stage and make corresponding process design and technical preparations in advance.

The adjustment of the export tax rebate policy will indirectly prompt the corresponding adjustment and technological innovation in the field of bauxite beneficiation by affecting market demand, cost structure and industry competition pattern.