Cov txhuas ntsuab tab tom rov sau cov cai nqi. Thaum Lub Xya Hli 30, tus nqi nruab nrab ntawm cov txhuas hluav taws xob ntsuab hauv Yangtze River tau tshaj tawm ntawm 23820 yuan / ton, uas yog li 195 yuan siab dua li tus nqi nruab nrab ntawm A00 txhuas ntawm 23625 yuan rau tib hnub. Ntawm ib sab tes, qhov zoo tshaj plaws ntawm cov txhuas carbon qis txuas ntxiv nthuav dav, thaum ntawm qhov tod tes, 45 lab tonnes muaj peev xwm tsim tau twb tau xauv rau hauv kev muab cov txhuas tseem ceeb.

Thaum lub zog fais fab Yunnan nkag mus rau lub caij dej nyab loj, qhov kev ywj pheej ntawm cov khoom siv txhuas ntsuab tseem raug txwv los ntawm kab liab ntawm lub peev xwm tsim khoom, thiab qhov kev tsis sib haum xeeb tau nthuav dav ntxiv. Qhov tawg ntawm sab kev muab khoom raug hloov kho los ntawm kev ua lag luam, ua rau qhov twg txhuas los ntawm qhov teeb meem rhiab tshaj plaws hauv cov saw hlau kev lag luam. Hauv lub caij nyoog tam sim no ntawm kev tswj hwm ob qho kev siv hluav taws xob thiab kev txwv carbon, zaj dab neeg kev muab khoom ntawm cov txhuas thawj zaug tsis yog hais txog cov lej tsim khoom xwb.

Raws li CCMN platform daim ntawv tshaj tawm rau lub Xya Hli 30, tus nqi nruab nrab ntawm A00 txhuas hauv kev lag luam Yangtze River yog 23630 yuan / ton, nce ntawm 230 yuan. Nyob rau hauv qhov caliber ntawm Yangtze River, tus nqi nruab nrab ntawm A00 txhuas yog 23625 yuan, East China txhuas ingot yog 23630 yuan, thiab Gongyi txhuas ingot yog 23490 yuan. Qhov sib txawv ntawm tus nqi hauv cheeb tsam tseem khov kho. Tus nqi nruab nrab ntawm ntsuab txhuas yog 23820 yuan, uas yog li 195 yuan siab dua A00 txhuas, thiab nws kuj nce los ntawm 230 yuan hauv ib hnub, nrog rau tus nqi tsis diluted. Tus nqi tshiab tshaj plaws ntawm Shanghai Aluminium 2609 daim ntawv cog lus thaum tav su yog 23625 yuan / ton, nce 240 yuan, nrog 252194 txoj haujlwm tuav thiab 171224 trading volumes. Cov nyiaj txuas ntxiv mus sau hauv Shanghai Aluminium 2609 daim ntawv cog lus.

Lub peev xwm tsim khoom ntawm 45 lab tons ntawm electrolytic aluminium twb tau kaw rau hauv kev muab cov txhuas tseem ceeb ntxiv, thiab kev pom zoo ntawm lub peev xwm tsim khoom tshiab tau dhau los ua qhov nruj dua, nrog rau cov cim qhia kev ua raws li txoj cai tig mus rau thaj chaw fais fab ntsuab. Tawm tsam keeb kwm yav dhau los ntawm kev txwv kev siv hluav taws xob ntawm cov txhuas fais fab thermal, txhuas ntsuab los ntawm thaj chaw nplua nuj hydropower xws li Yunnan thiab Sichuan tau dhau los ua yuav luag tib qho kev xa khoom rau kev muab cov txhuas tseem ceeb ntxiv.

Cov txhuas ntsuab vam khom tus nqi hluav taws xob hauv Southwest thiab cov yam ntxwv qis-carbon kom tau txais tus nqi ruaj khov, thiab nws cov kev tsim nyog qis-carbon tau txuas ntxiv mus raws li European carbon ciam teb mechanism thiab xoom carbon cov kev thov ntawm cov tuam txhab tsheb hauv tsev. Kev hloov pauv ntawm lub caij nyoog hauv kev tsim hluav taws xob hauv Southwest Tuam Tshoj ncaj qha txiav txim siab qhov kev tsim khoom txhua hli ntawm cov txhuas ntsuab, thiab qhov tsis paub meej ntawm sab kev muab khoom yog li ntawd tau teeb tsa ua ntej raws li qhov hloov pauv huab cua. Los ntawm kev pom ntawm cheeb tsam, qhov sib txawv ntawm tus nqi ntawm cov txhuas ingots hauv South Tuam Tshoj thiab East Tuam Tshoj tseem ruaj khov ntawm ib puag ncig 140 yuan, qhia txog cov kev txwv ntawm kev thauj mus los thiab cov khoom muag.

Ntawm sab khoom siv raw, tus nqi nruab nrab ntawm 55% txog 60% qib bauxite tseem ruaj khov ntawm 545 yuan / ton, thaum cov hlau qib siab hauv Southwest Tuam Tshoj yog tus nqi ntawm 465 yuan / ton. Tsis muaj qhov tsis txaus ntawm cov hlau muab khoom. Tus nqi nruab nrab ntawm cov hlau txhuas ntawm tus nqi luv nqi Yangtze River yog 5 yuan / ton, txo qis ntawm 5 yuan los ntawm tus nqi yav dhau los. Lub caliber dav dav ntawm Yangtze River yog -5 yuan / ton, nrog rau kev lag luam nruab nrab. Cov hlau txhuas thiab lwm yam khoom lag luam ua tiav tseem tab tom txhim kho tib lub sijhawm, nrog6063 txhuas barsnce 200 yuan los ntawm 22400 yuan hauv Sab Qab Teb Suav teb, qhia txog kev sib kis ntawm kev sib zog ntawm kev muab khoom raws li txoj saw hlau kev lag luam.

Nws yog ib qho tsim nyog sau tseg tias qhov sib txawv ntawm tus nqi ntawm txhuas ntsuab thiab txhuas ib txwm tsis tau nqaim vim yog qhov ntim tag nrho xoob, qhia tias cov yam ntxwv qis-carbon tau dhau los ua qhov tseem ceeb ntawm kev txiav txim siab tus nqi ywj pheej. Kev txwv kev muab khoom tau dhau los ua qhov kev txhawb nqa nyuaj tshaj plaws rau qhov qis tshaj plaws ntawm tus nqi txhuas. Seb tus nqi ntawm txhuas ntsuab puas tuaj yeem txuas ntxiv nthuav dav nyob ntawm lub caij ntawm hydropower thiab kev xa cov nqi carbon. Thaum lub qab nthab 45 lab ton ntsib qhov siab tshaj plaws hauv kev siv hluav taws xob, qhov kev hloov pauv tus nqi tom ntej yuav poob qhov twg? Cov lus teb tseem dai rau lub caij ntuj nag hauv Yunnan.

Thiab thaum lub caij qhuav dhau mus, qhov elasticity ntawm kev muab khoom yuav raug nias ntxiv, thiab qhov kev xav hauv qab ntawm tus nqi txhuas yuav tsuas yog nyuaj dua. Los ntawm lub zeem muag ntev dua, qhov elasticity ntawm kev muab khoom ntawm electrolytic aluminium tau raug kaw los ntawm ob qho tib si txoj cai thiab cov peev txheej, thiab txhua qhov kev thov yuav raug nthuav dav los ntawm kev khov kho ntawm kev muab khoom mus rau hauv qhov elasticity ntawm tus nqi. Kev ua lag luam tab tom them tus nqi siab rau cov khoom siv carbon tsawg tsawg dua li tus nqi siab rau tag nrho cov khoom, uas yog qhov kev hloov pauv tseem ceeb hauv kev xav txog tus nqi ntawm txhuas.