Koren aluminum yana sake rubuta ƙa'idodin farashi. A ranar 30 ga Yuli, an ruwaito matsakaicin farashin cikakken aluminum mai amfani da wutar lantarki a Kogin Yangtze akan yuan 23820/ton, wanda ya kai kusan yuan 195 sama da matsakaicin farashin aluminum na A00 akan yuan 23625 a rana ɗaya. A gefe guda, ƙimar aluminum mai ƙarancin carbon yana ci gaba da faɗaɗa, yayin da a gefe guda, rufin ƙarfin samar da tan miliyan 45 ya riga ya toshe samar da babban aluminum.
Lokacin da wutar lantarki ta Yunnan ta shiga babban lokacin ambaliyar ruwa, ƙarfin samar da aluminum mai kore har yanzu yana iyakance ta hanyar layin ja na ƙarfin samarwa, kuma sabanin ya ƙara ƙaruwa. Kasuwa tana sake rage farashin samar da kayayyaki, wanda hakan ya sa inda aluminum ya fito daga mafi mahimmancin matsala a sarkar masana'antu. A wannan zamanin na sarrafa amfani da makamashi biyu da ƙuntatawa na carbon, labarin samar da aluminum na farko ba wai kawai game da alkaluman samarwa ba ne.
A cewar rahoton da aka fitar a dandalin CCMN a ranar 30 ga Yuli, matsakaicin farashin aluminum na A00 a kasuwar yankin kogin Yangtze shine yuan 23630/ton, wanda ya karu da yuan 230. A karkashin cikakken yanayin Kogin Yangtze, matsakaicin farashin aluminum na A00 shine yuan 23625, aluminum na Gabashin China shine yuan 23630, kuma aluminum na Gongyi shine yuan 23490. Bambancin farashin yanki ya ci gaba da kasancewa mai tsauri. Matsakaicin farashin aluminum na kore shine yuan 23820, wanda ya fi kusan yuan 195 girma fiye da aluminum na A00, kuma ya karu da yuan 230 a rana guda, tare da farashin da ba a rage shi ba. Sabon farashin kwangilar Shanghai Aluminum 2609 da tsakar rana shine yuan 23625/ton, sama da yuan 240, tare da matsayi 252194 da kuma yawan ciniki 171224. Kuɗaɗen da aka tara suna ci gaba da taruwa a kwangilar Shanghai Aluminum 2609.
Tsarin samar da tan miliyan 45 na aluminum mai amfani da electrolytic ya riga ya dakatar da samar da aluminum mai amfani da electrolytic, kuma amincewa da sabon ƙarfin samarwa yana ƙara tsananta, tare da alamun bin ƙa'idodi sun karkata zuwa ga yankunan wutar lantarki masu amfani da kore. Dangane da ƙa'idodin amfani da makamashi akan aluminum mai amfani da zafi, aluminum mai amfani da kore daga yankunan da ke da arzikin wutar lantarki kamar Yunnan da Sichuan ya zama kusan kawai fitarwa don ƙara samar da aluminum mai amfani da wutar lantarki.
Kamfanin kore aluminum ya dogara ne akan farashin wutar lantarki ta Kudu maso Yamma da kuma ƙarancin carbon don samun ingantaccen farashi, kuma ƙimar ƙarancin carbon ɗinsa tana ƙaruwa koyaushe a ƙarƙashin tsarin iyakokin carbon na Turai da kuma buƙatun sarkar samar da carbon na kamfanonin kera motoci na cikin gida. Sauye-sauyen yanayi a samar da wutar lantarki ta ruwa a Kudu maso Yammacin China kai tsaye yana ƙayyade yanayin fitarwa na aluminum mai kore kowane wata, kuma rashin tabbas a ɓangaren samar da kayayyaki an sanya shi a matsayin canjin yanayi. Daga mahangar yanki, bambancin farashi tsakanin ingots na aluminum a Kudancin China da Gabashin China ya kasance daidai a kusan yuan 140, yana nuna ƙuntatawa kan tsarin sufuri da kaya.
A ɓangaren albarkatun ƙasa, matsakaicin farashin bauxite na kashi 55% zuwa 60% ya ci gaba da kasancewa daidai a yuan 545/ton, yayin da babban ma'adinan da ke Kudu maso Yammacin China farashinsa ya kai yuan 465/ton. Babu ƙarancin wadatar ma'adinan. Matsakaicin farashin aluminum a Kogin Yangtze shine yuan 5/ton, raguwar yuan 5 daga ƙimar da ta gabata. Cikakken ma'aunin Kogin Yangtze shine -5 yuan/ton, tare da matsakaicin ciniki a wurare daban-daban. Sandunan aluminum da sauran manyan samfuran da aka sarrafa suna ƙaruwa a lokaci guda, tare dasandunan aluminum 6063Yuan 200 ya tashi daga yuan 22400 a Kudancin China, wanda ke nuna raguwar matsin lambar samar da kayayyaki a sarkar masana'antu.
Ya kamata a lura cewa bambancin farashi tsakanin aluminum mai kore da aluminum na yau da kullun bai ragu ba saboda yawan da aka rage, wanda ke nuna cewa halayen ƙarancin carbon sun zama abin da ke haifar da farashi mai zaman kansa. Takaddun samar da kayayyaki sun zama mafi wahalar tallafawa ƙarshen farashin aluminum. Ko ƙimar aluminum mai kore zai iya ci gaba da faɗaɗa ya dogara da yanayin wutar lantarki ta ruwa da kuma yadda farashin carbon ke yaɗuwa. Lokacin da rufin tan miliyan 45 ya haɗu da kololuwar amfani da wutar lantarki, ina canjin farashi na gaba zai faɗi? Amsar har yanzu tana nan a lokacin damina a Yunnan.
Kuma da zarar lokacin rani ya ci gaba, za a ƙara matsa lamba ga ƙarfin samar da kayayyaki, kuma ƙarancin farashin aluminum zai yi wahala. Daga hangen nesa na dogon lokaci, sassaucin samar da kayayyaki na aluminum mai amfani da wutar lantarki ya kasance cikin mawuyacin hali ta hanyar manufofi da albarkatu, kuma duk wani buƙatu zai ƙaru ta hanyar ƙarfin samar da kayayyaki zuwa sassaucin farashi. Kasuwa tana biyan kuɗi don ƙarancin wadatar da ba ta da ƙarancin carbon maimakon ƙimar jimillar adadi, wanda shine babban sauyi a cikin dabarun farashi na aluminum.
Lokacin Saƙo: Yuli-31-2026
