Kev lag luam alumina hauv Suav teb tau khaws cia qhov muaj ntau ntxiv rau lub Kaum Ob Hlis 2025, nrog rau kev tsim khoom pom qhov poob qis me ntsis txhua hli vim yog kev saib xyuas lub caij thiab kev hloov kho kev ua haujlwm. Thaum lub sector nkag mus rau xyoo 2026, kev txiav kev tsim khoom tsawg tsawg yuav tsum tau ua raws li kev nyuaj siab ntawm cov nqi, txawm hais tias qhov kev tsis sib npaug ntawm kev ua lag luam yuav txuas ntxiv mus rau xyoo tshiab. Qhov kev hloov pauv ntawm cov qauv no txuas ntxiv mus rau cov qauv tseem ceeb ntawm cov nqi rau cov lag luam downstream.txhuas ua cov saw hlau, suav nrog cov ntawv txhuas, cov tuav, cov raj, thiab cov chaw ua haujlwm precision.

Raws li cov ntaub ntawv los ntawm Baichuan Yingfu, Tuam Tshoj cov alumina tsim tau txog 7.655 lab tonnes thaum Lub Kaum Ob Hlis 2025, uas sawv cev rau 1.94% xyoo-rau-xyoo nce. Qhov nruab nrab txhua hnub tsim tau sawv ntawm 246,900 tonnes, txo qis me ntsis ntawm 2,900 tonnes piv rau Lub Kaum Ib Hlis 2025's 249,800 tonnes. Txawm hais tias muaj kev poob qis txhua hli hauv cov khoom tsim tau txhua hnub, kev ua lag luam tseem nyob hauv qhov xwm txheej ntawm kev muab khoom ntau dhau. Kev hloov kho ntau lawm feem ntau yog tsav los ntawm cov haujlwm txij nkawm teem sijhawm: lub Hoobkas alumina loj hauv xeev Shanxi tau nres nws cov cub tawg calcination tom qab ua tiav nws cov hom phiaj tsim khoom txhua xyoo, thaum lwm qhov chaw hauv xeev Henan tau siv cov kev ncua sijhawm tsim khoom vim muaj kev npaj kho dua tshiab thiab huab cua tsis zoo.

Ib qho tseem ceeb uas cuam tshuam rau kev lag luam yog qhov kev nyuaj siab ntawm tus nqi rau cov neeg tsim khoom alumina. Txog rau lub Kaum Ob Hlis, cov nqi alumina hauv tebchaws tau poob qis dua tus nqi tag nrho ntawm kev lag luam, nrog rau kev poob nyiaj ntsuab tau tshwm sim hauv cov cheeb tsam tseem ceeb xws li Shanxi thiab Henan. Qhov kev nyuaj siab ntawm tus nqi no yuav ua rau muaj kev txwv kev tsim khoom xaiv tsa hauv nruab nrab mus rau lig Lub Ib Hlis. Tsis tas li ntawd, thaum cov ntawv cog lus muab khoom mus sij hawm ntev xyoo 2026 tau ua tiav, cov neeg tsim khoom tuaj yeem txo cov nqi ua haujlwm kom tsis txhob muaj cov khoom muag ntxiv, ua rau muaj kev poob qis me ntsis hauv cov nqi tag nrho. Baichuan Yingfu kwv yees tias Tuam Tshoj cov khoom tsim tawm alumina yuav txo qis mus txog kwv yees li 7.6 lab tonnes hauv Lub Ib Hlis 2026, nrog rau kev tsim khoom txhua hnub qis dua qib Kaum Ob Hlis me ntsis.

Qhov kev muab khoom ntau ntxiv tau lees paub ntxiv los ntawm cov ntaub ntawv sib npaug ntawm kev muab khoom thiab kev thov hauv lub Kaum Ob Hlis. Kev tsim cov alumina qib metallurgical, cov khoom noj khoom haus tseem ceeb rau electrolytic aluminium, tag nrho 7.655 lab tonnes hauv lub Kaum Ob Hlis. Ua ke qhov no nrog 224,500 tonnes ntawm cov alumina xa tuaj (xam los ntawm qhov tuaj txog tiag tiag es tsis yog hnub tshaj tawm kev lis kev cai) thiab rho tawm 135,000 tonnes ntawm kev xa khoom tawm (suav los ntawm hnub tawm mus) thiab 200,000 tonnes ntawm cov ntawv thov tsis yog hlau, qhov kev muab khoom zoo rau electrolytickev tsim khoom txhuas tau sawv ntsugntawm 7.5445 lab tonnes. Nrog rau Tuam Tshoj cov khoom siv electrolytic aluminium ncav cuag 3.7846 lab tonnes thaum Lub Kaum Ob Hlis thiab siv tus nqi siv ntawm kev lag luam ntawm 1.93 tonnes ntawm alumina ib tonne ntawm electrolytic aluminium, kev ua lag luam tau sau tseg ntau tshaj 240,200 tonnes rau lub hli. Qhov kev tsis sib npaug no qhia txog kev lag luam dav dav ntawm kev muab khoom ntau dua li qhov xav tau, qhov tshwm sim ntawm kev nthuav dav peev xwm ntau dua li kev loj hlob hauv kev tsim khoom electrolytic aluminium downstream uas txwv los ntawm txoj cai tswj hwm peev xwm 45-lab-tonne.

Saib mus rau lub Ib Hlis 2026, qhov kev muab khoom ntau dhau yuav tseem muaj txawm tias yuav txo qis. Baichuan Yingfu kwv yees tias yuav tsim cov alumina qib hlau ntawm 7.6 lab tonnes, ua ke nrog kev kwv yees tias yuav muaj 249,000 tonnes ntawm kev xa khoom tuaj thiab 166,500 tonnes ntawm kev xa khoom tawm. Kev siv tsis yog hlau kwv yees li ntawm 190,000 tonnes, thaum cov khoom siv electrolytic aluminium yuav nce me ntsis mus rau 3.79 lab tonnes. Siv qhov piv ntawm kev siv 1.93-tonne, qhov kev kwv yees ntau dhau rau lub Ib Hlis yuav txo qis mus rau 177,800 tonnes. Qhov kev txhim kho me me no hauv kev sib npaug yog vim qhov kev txiav cov khoom tsim tawm thiab cov khoom siv electrolytic aluminium siab dua me ntsis, txawm hais tias nws tseem tsis txaus los rov qab kho qhov xwm txheej ntawm kev lag luam ntau dhau.

Qhov kev ntxiv alumina uas tsis tu ncua muaj feem cuam tshuam loj heev rau tag nrho cov saw hlau txhuas. Rau cov neeg tsim khoom sab saud, kev muab khoom ntau dhau ntev yuav ua rau cov nqi nyob hauv qab kev nyuaj siab, ua kom nrawm dua qhov tawm ntawm cov peev xwm kim heev, tsis muaj txiaj ntsig thiab txhawb kev sib koom ua ke ntawm kev lag luam. Rau cov chaw ua hlau electrolytic aluminium hauv qab, kev muab khoom alumina ruaj khov thiab pheej yig tau txhawb nqa cov nyiaj tau los zoo, uas ua rau muaj txiaj ntsig zoo rau cov lag luam ua haujlwm nruab nrab thiab sab saud. Raws li xyoo 2026 nthuav tawm, kev lag luam ntsib teeb meem ntxiv los ntawm kev npaj ua haujlwm ntawm ntau dua 13 lab tonnes ntawm cov peev xwm alumina tshiab, feem ntau nyob rau hauv cov cheeb tsam ntug dej hiav txwv uas muaj peev xwm nplua nuj xws li Guangxi. Txawm hais tias cov haujlwm tshiab no muaj cov thev naus laus zis siab heev, tsis muaj zog, lawv cov kev tso tawm ntau dhau yuav ua rau cov khoom seem ntau dhau yog tias kev loj hlob ntawm kev thov tseem raug txwv.

Rau cov lag luam ua txhuas tshwj xeeb hauvcov ntawv, cov tuav, cov raj thiab kev ua haujlwm raws li kev cai,Qhov kev muab alumina ruaj khov thiab qhov chaw tswj tus nqi muab lub hauv paus zoo rau kev npaj tsim khoom thiab cov tswv yim nqi. Kev hloov kho cov qauv kev lag luam, uas tsav los ntawm kev ua kom muaj peev xwm zoo tshaj plaws thiab kev hloov pauv ntsuab, xav tias yuav txhim kho kev ruaj khov ntawm cov khoom xa tuaj hauv lub sijhawm nruab nrab. Thaum lub khw lag luam taug kev ob qho kev nyuaj siab ntawm cov khoom seem uas twb muaj lawm thiab cov peev xwm tshiab ntxiv, cov neeg koom nrog thoob plaws cov saw hlau muaj nqis yuav saib xyuas kev hloov kho ntau lawm thiab cov qauv nqi kom hloov kho rau qhov kev lag luam hloov pauv.