Qhov kev ruaj khov ntawm cov khoom siv ua txhuas qhia tau hais tias qhov kev thov rau cov davhlau ya nyob twg uas tsis hnyav tseem ua rau kev lag luam txhuas ntsiag to, thiab qhov kev ywj pheej ntawm cov lag luam downstream tsim nyog mloog dua li kev xav ntawm kev lag luam. Thaum lub Cuaj Hlis 16, cov ntaub ntawv qhia txog Yangtze River qhia tau hais tias tus nqi nruab nrab ntawm cov hlau txhuas ingot A356.2 yog 24200 yuan / ton, tus nqi nruab nrab ntawmtxhuas hlauADC12 yog 24000 yuan/ton, thiab tus nqi nruab nrab ntawm cov hlau txhuas ingot A380 yog 26100 yuan/ton. Cov nqi ntawm cov qib tseem ceeb tsis tau xoob; Tib lub sijhawm, tus nqi nruab nrab ntawm A00 txhuas tau tshaj tawm ntawm 24160 yuan/ton, nce me ntsis ntawm 20 yuan los ntawm hnub ua lag luam dhau los. Tus nqi tshiab tshaj plaws ntawm daim ntawv cog lus txhuas 2611 yog 24170 yuan/ton, nce 130 yuan (lub sijhawm hloov tshiab: 13:41). Kev sib txuas ntawm cov hlau txhuas nyoos thiab cov nqi khoom siv ua tiav tau muaj zog, thiab kev sib kis ntawm cov saw hlau kev lag luam tseem du. Los ntawm qhov sib txawv ntawm tus nqi, qhov sib txawv ntawm tus nqi ntawm A00 txhuas thiab ADC12 tseem nyob hauv qhov ntau thiab tsawg, thiab cov txiaj ntsig ua tiav tsis tau raug nias ntau dhau, yog li tswj hwm qhov kev txaus siab los ua haujlwm. Tawm tsam keeb kwm yav dhau los ntawm kev nyuaj siab rau cov nqi khoom siv raw, lub peev xwm ntawm cov hlau txhuas alloy qib los tswj hwm lawv cov nqi hais qhia txog lub peev xwm muaj zog los ua kom tau raws li qhov xav tau kawg. Qhov xwm txheej ruaj khov ntawm kev ua lag luam qhov chaw ua rau muaj kev sib tw hauv kev ua lag luam yav tom ntej, ua ke piav qhia txog daim duab tam sim no ntawm kev lag luam txhuas.

Lub logic sib dua uas txhawb nqa kev ua haujlwm rov qab los ntawm kev sib koom tes ntawm peb txoj kab tseem ceeb ntawm tsheb, photovoltaics, thiab kev khaws cia lub zog. Qhov kev thov kom txo qhov hnyav hauv lub cev thiab lub plhaub roj teeb ntawm cov tsheb fais fab tshiab txuas ntxiv tsav tsheb siv cov cav castings thiab cov ntawv ci txhuas siab; Kev tsim kho cov chaw teeb tsa photovoltaic thiab cov chaw khaws cia lub zog tau tsav tsheb ntau ntawm cov thav duab, cov brackets, thiab cov khoom siv txhuas cua sov, tswj hwm qee qib kev vam meej rau cov npe xws li ADC12 thiab A356.2 ntawm cov neeg siv khoom kawg. Raws li CCMN platform daim ntawv tshaj tawm rau lub Cuaj Hlis 16th, cov khoom muag txhuas hauv lub sijhawm dhau los tau raug txo qis mus rau 348000 tons, tsim kom muaj kev sib npaug ntawm cov khoom muag tsawg thiab kev thov qis, muab kev txhawb nqa rov qab los ntawm sab kev thov rau cov nqi txhuas, ua rau txhuas tseem tiv taus kev poob qis hauv macro headwinds, thiab kev nce qib ruaj khov ntawm kev siv davhlau ya nyob twg dhau los ua qhov tseem ceeb hloov pauv los tiv thaiv kev cuam tshuam sab nraud. Nws yog ib qho tsim nyog sau tseg tias txawm hais tias tus nqi ntawm cov txhuas ntsuab piv rau A00 tau nqaim dua piv rau lub sijhawm dhau los, qhov hnyav sib tham ntawm cov yam ntxwv qis-carbon hauv kev txiav txim xa khoom tau nce ntxiv, thiab qhov kev thov ntawm cov qauv tseem tab tom sib sau ua ke. Los ntawm kev pom ntawm cheeb tsam, cov nqi ua haujlwm ntawm cov tuam txhab ua khoom hauv Sab Hnub Tuaj thiab Sab Qab Teb Tuam Tshoj tseem nyob ntawm qib siab nruab nrab, thiab tsis muaj qhov tsis txaus ntawm kev txiav txim rau cov ntaub ntawv txhuas thiab cov ntawv txhuas nrog cov ntawv ci.

Zuag qhia tag nrho, qhov kev thov rau txhuas tsis tau qaug zog raws li qhov xav tau, thiab cov nyiaj faib sib dua tseem raug tso tawm hauv cov tsheb, photovoltaic, thiab cov chaw khaws cia hluav taws xob, ua qhov tseem ceeb ntawm cov qauv uas ua rau cov nqi txhuas sib txawv ntawm lwm cov hlau. Piv nrog tooj liab, zinc thiab lwm yam, qhov kev thov kawg rau txhuas tsis cuam tshuam los ntawm kev lag luam vaj tse, thiab cov tsheb fais fab tshiab thiab kev nqis peev hluav taws xob tsim lub hauv paus ruaj khov dua. Yav tom ntej, nws yog qhov tsim nyog los tsom mus rau lub sijhawm ntawm kev teem sijhawm tsim khoom kawg, kev hloov pauv hauv kev txiav txim xa khoom, thiab kev txaus siab ntawm cov tuam txhab ua tiav hauv qab kom khaws cov khoom siv raw. Yog tias qhov kev thov rau cov khoom siv sib dua tseem txuas ntxiv mus, cov lus hais txog cov khoom siv ua tiav txhuas yuav tseem ruaj khov thiab muab kev txhawb nqa ntxiv rau cov nqi txhuas nyoos; Yog tias muaj kev poob qis hauv kev txiav txim kawg, peb yuav tsum ceev faj txog qhov kev qaug zog ntawm sab kev thov rub rau cov nqi txhuas. Piv rau cov lag luam txawv teb chaws, qhov nce ntxiv ntawm cov pa roj carbon tsawg rau cov khoom siv txhuas Suav hauv Tebchaws Europe thiab Asmeskas tau yuam cov tuam txhab hauv tsev kom nrawm lawv cov qauv ntawm txhuas ntsuab, uas yuav hloov kho cov nqi ntawm kev muab khoom hauv lub sijhawm ntev. Kev ua tau zoo ruaj khov tam sim no ntawm qab tseem yog qhov tseem ceeb tshaj plaws los taug qab hauv kev lag luam txhuas.