Mechanism
Thailand's Department of Foreign Trade (DFT) administered the investigation under the Anti-Dumping and Countervailing Duties Act B.E. 2542 (1999) and its amendments. The Subcommittee found material injury to the domestic Thai aluminium extrusion industry caused by dumped Chinese imports, with per-producer duty rates set as follows:
| Producer | Duty Rate (% CIF) |
|---|
| Guangdong Golden Aluminum Co., Ltd. | 5.12% |
| Guangdong Yonglong Aluminum Co., Ltd. | 7.53% |
| Several other named/sampled producers | 7.63% |
| Non-sampled cooperating producers/exporters | 7.09% |
| All others (residual / non-cooperating) | 21.94% |
| Exempt (de minimis / non-injurious) | Guangdong Weiye Aluminium Factory Group Co., Ltd.; Jiangsu Asia-Pacific Light Alloy Technology Co., Ltd. |
Covered HS codes: 7604.10.10.000, 7604.10.90.000, 7604.21.90.000, 7604.29.10.000, 7604.29.90.001, 7604.29.90.090, 7610.10.10.000, 7610.10.90.000. These cover extruded aluminium bars, rods, profiles, and structural parts/sections.
The investigation was initiated 16 July 2024 (case reference DFT AD1049). The definitive duty is effective from the day after publication in the Royal Thai Government Gazette (25 November 2025), running for five years.
Downstream implications
- Re-prices the China→Thailand aluminium semi-fabrication flow: Chinese extruded aluminium is a dominant global supply, and a 5–22% CIF wall raises input costs for Thai downstream manufacturers (construction, automotive, consumer goods) while protecting Thai extruders.
- Aluminium is a CRMA and USGS critical material; China commands the dominant share of global aluminium extrusion capacity. This Thai measure is structurally peer to the GCC-TSAIP definitive duty on Chinese aluminium flat-rolled plates/sheets (GCC AD, June 2021) — part of a broader non-Western trade-defence pattern targeting Chinese aluminium semi-fabs.
- Thailand is a significant ASEAN manufacturing base; the duty affects Chinese suppliers to electronics, automotive, and industrial goods assembly chains routing through Thailand.
- This is the first Thai DFT trade-defence (anti-dumping / CVD / safeguard) instrument in the IPTM register. Thailand's prior six IPTM actions were all industrial-policy/subsidy/investment-screening instruments (BOI strategy, EV3.5, HEV excise, semiconductor strategy, Foreign Business Act revision, datacenter).
Open questions
- Will any Chinese producers file a review request with the DFT before the five-year expiry?
- Will the April-2026 GCC sunset review on the parallel aluminium plate/sheet duty result in extension, signalling a coordinated non-Western defensive posture on Chinese aluminium semis?
- Thailand's DFT is also running an active investigation on hot-rolled H-beam structural steel from China (AD1051) — worth monitoring for a similar outcome.