Sakamakon da aka samu kwanan nan na tsarin sa ido kan ma'aunin wadata na wata-wata na masana'antar tace aluminum ta kasar Sin ya nuna cewa a watan Nuwamba na shekarar 2025, ma'aunin wadata na masana'antar tace aluminum ta cikin gida ya samu 56.9, karuwar maki 2.2 cikin 100 daga watan Oktoba, kuma ya ci gaba da kasancewa a cikin yanayin aiki na "al'ada", wanda ke nuna juriyar ci gaban masana'antar. A lokaci guda, ma'aunin da ke cikin ƙananan ma'auni ya nuna yanayin bambance-bambance: ma'aunin da ke kan gaba shine 67.1, raguwar maki 1.4 cikin 100 daga watan Oktoba; Ma'aunin da aka amince da shi ya kai 122.3, karuwar maki 3.3 cikin 100 daga watan Oktoba, wanda ke nuna kyakkyawan yanayin aiki a masana'antar da ake ciki a yanzu, amma tare da ɗan raguwar tsammanin ci gaban ɗan gajeren lokaci na nan gaba.

An fahimci cewa a cikin tsarin ma'aunin wadata na masana'antar narkar da aluminum, ana amfani da ma'aunin jagora ne musamman don yin hasashen yanayin canjin masana'antar kwanan nan, wanda ya ƙunshi manyan alamomi guda biyar, wato farashin aluminum na LME, M2 (samar da kuɗi), jimillar jarin kadarorin da aka sanya a cikin ayyukan narkar da aluminum, yankin tallace-tallace na gidaje na kasuwanci, da samar da wutar lantarki; Ma'aunin daidaito kai tsaye yana nuna yanayin aikin masana'antu na yanzu, wanda ya ƙunshi manyan alamun kasuwanci kamar samar da aluminum na electrolytic, samar da alumina, kuɗin shiga na aiki na kamfani, jimillar riba, da jimillarfitar da aluminumBabban ƙaruwar da aka samu a cikin ma'aunin yarjejeniya a wannan karon yana nufin cewa samarwa da aikin masana'antar haƙa aluminum sun nuna kyakkyawan yanayi a watan Nuwamba.

Daga mahangar tushen masana'antu, ingantaccen aikin masana'antar narkar da aluminum a watan Nuwamba ya samu goyon bayan haɗin gwiwa tsakanin wadata da buƙata. A ɓangaren wadata, ƙarfin aiki na aluminum mai amfani da electrolytic a China ya ci gaba da kasancewa a babban mataki. Duk da cewa ya ɗan ragu da kashi 3.5% a kowane wata zuwa tan miliyan 44.06, yawan fitarwa har yanzu ya kai tan miliyan 3.615, ƙaruwar shekara-shekara ta 0.9%; Samar da alumina ya kai tan miliyan 7.47, raguwar kashi 4% idan aka kwatanta da lokacin da ya gabata, amma har yanzu ya sami ci gaban shekara-shekara na 1.8%. Jimillar saurin samarwa na masana'antar ya kasance mai daidaito. Aikin farashi yana da ƙarfi, kuma makomar aluminum ta Shanghai ta yi ƙarfi sosai a watan Nuwamba. Babban kwangilar ta rufe a yuan 21610/ton a ƙarshen watan, tare da ƙaruwar kashi 1.5% a kowane wata, wanda ke ba da goyon baya mai ƙarfi don inganta ingancin masana'antu.

Bangaren buƙata yana gabatar da halaye na bambance-bambancen tsari kuma ya zama muhimmin ƙarfi da ke tallafawa ci gaban masana'antar. A watan Nuwamba, jimlar yawan aiki na kamfanonin sarrafa aluminum na cikin gida ya kasance a kashi 62%, tare da kyakkyawan aiki a sabbin fannoni masu alaƙa da makamashi: an yi cikakken rajistar odar foil ɗin batir a ɓangaren foil ɗin aluminum, kuma wasu kamfanoni ma sun canza ƙarfin samar da foil ɗin marufi zuwa samar da foil ɗin batir; Layukan samarwa na bangarorin motoci, akwatunan batir, da sauran kayayyaki a cikin filin zare na aluminum suna aiki a cikakken ƙarfin aiki, wanda hakan ke rage ƙarancin buƙata a fannoni na gargajiya. Bugu da ƙari, saukowar oda daga State Grid da Southern Power Grid ya goyi bayan ƙaramin ƙaruwa a ƙimar samar da kebul na aluminum da kashi 0.6% zuwa kashi 62%, wanda hakan ya ƙara ƙarfafa rawar da ɓangaren buƙata ke takawa.

Masu sharhi a fannin masana'antu sun yi imanin cewa raguwar da aka samu a cikin babban ma'aunin ya fi shafar kasuwar gidaje masu raguwa da kuma sauyin da ake tsammanin buƙatun duniya ke fuskanta. A matsayin ɗaya daga cikin manyan alamu, fannin tallace-tallace na gidaje na kasuwanci yana ci gaba da raguwa, wanda ke danne buƙatar bayanan gine-gine; A lokaci guda kuma, damuwa game da buƙatar aluminum a duniya sakamakon jinkirin da tattalin arzikin ƙasashen waje ke fuskanta shi ma ya haifar da wani koma-baya ga babban ma'aunin. Duk da haka, yanayin manufofin macro na yanzu yana ci gaba da ingantawa, kuma matakan da Majalisar Jiha ta fitar don haɓaka saka hannun jari masu zaman kansu da kuma manufofin kuɗi masu kyau na babban bankin sun ba da goyon bayan manufofi masu ɗorewa ga ci gaban masana'antar haƙa aluminum na matsakaici da na dogon lokaci.

Idan muka yi la'akari da gaba, masu bincike a fannin masana'antu sun nuna cewa duk da cewa raguwar da aka samu a cikin babban ma'aunin ya nuna yiwuwar raguwar saurin ci gaban ɗan gajeren lokaci, karuwar ma'aunin yarjejeniya ta tabbatar da muhimman abubuwan da ke cikin aikin masana'antar a yanzu. Tare da goyon bayan ci gaban buƙatu na dogon lokaci da ci gaban sabuwar masana'antar makamashi ya kawo, ana sa ran masana'antar hakar aluminum za ta ci gaba da aiki cikin sauƙi a cikin "al'ada". Muna buƙatar mayar da hankali kan tasirin da gyare-gyaren manufofin gidaje, canje-canje a cikin buƙatar kasuwa a ƙasashen waje, da kuma canjin farashin kayan masarufi ke yi wa masana'antar a nan gaba.