1. Kev hloov pauv ntawm cov nqi hluav taws xob: Qhov cuam tshuam ntawm ob qho ntawm kev txo nqi qis thiab kev txhim kho Peak Regulation Mechanisms

Qhov cuam tshuam ncaj qha ntawm kev so ntawm tus nqi txwv hauv qhov chaw ua lag luam

Kev pheej hmoo ntawm cov nqi nce: Raws li kev lag luam siv hluav taws xob ntau (nrog rau cov nqi hluav taws xob suav txog li 30% ~ 40%), aluminium smelting tej zaum yuav muaj kev nce nqi hluav taws xob thaum lub sij hawm ncov tom qab so ntawm qhov chaw ua lag luam cov nqi txwv, ncaj qha thawb cov nqi tsim khoom.

Arbitrage qhov chaw pom tseeb: tus nqi hluav taws xob tuaj yeem txo qis thaum lub sijhawm ua haujlwm siab tshaj vim tias muaj peev xwm tswj hwm kev lag luam, muabaluminium cov tuam txhabnrog cov hauv kev rau staggered ntau lawm thiab txo nqi tag nrho.

Cov nyhuv implicit ntawm integrating ncov shaving zog

Tawm ntawm kev pabcuam kev pabcuam kev lag luam: Tom qab kev ncua ntawm lub ncov shaving, ncov shaving thiab lwm yam kev lag luam, cov tuam txhab txhuas yuav tsis tuaj yeem tau txais cov nyiaj them poob haujlwm los ntawm kev koom nrog cov kev pabcuam pabcuam thiab yuav tsum rov ntsuas lawv cov tswv yim kev yuav khoom.

Spot market dominant pricing: Peak shaving demand yuav raug coj los ntawm cov chaw lag luam hluav taws xob cov nqi hluav taws xob, thiab cov tuam txhab lag luam txhuas yuav tsum tsim kom muaj hluav taws xob hluav taws xob cov nqi teb, xws li kev ruaj ntseg tus nqi hloov pauv los ntawm cov chaw cia khoom lossis xav tau kev tswj xyuas sab nraud.

2. Kev hloov pauv ntawm ntau lawm thiab kev ua haujlwm hom: Los ntawm Passive Adaptation mus rau Active Optimization

Yuav tsum tau ua kom yooj yim dua hauv kev teem sijhawm ntau lawm

Peak valley arbitrage peev xwm: Aluminium cov tuam txhab tuaj yeem txhim kho qhov pib nres lub tswv yim ntawm cov hlwb electrolytic, nce ntau lawm thaum lub sij hawm hluav taws xob qis thiab txo cov khoom siv hluav taws xob thaum lub sij hawm hluav taws xob siab, tab sis yuav tsum sib npaug lub neej ntev thiab lub zog ntawm cov hluav taws xob electrolytic.

Kev hloov pauv kev xav tau: Tsawg carbon aluminium electrolysis thev naus laus zis los ntawm kev lag luam xws li Tuam Tshoj Aluminium International (xws li txuas lub neej ntawm cov hluav taws xob hluav taws xob thiab txo kev siv hluav taws xob) yuav dhau los ua tus yuam sij rau kev daws cov nqi hluav taws xob hloov pauv.

Kev tsim hluav taws xob ntsuab thiab kev sib txuas cov nqi carbon

Txhim kho lub logic ntawm ntsuab hluav taws xob aluminium nqi: Raws li txoj cai nce qib, cov pa roj carbon hneev taw kom zoo dua ntawm cov hluav taws xob ntsuab ntsuab yuav yog qhov tseem ceeb dua. Cov tuam txhab lag luam txhuas tuaj yeem txo cov kev pheej hmoo ntawm carbon tariff thiab txhim kho cov khoom lag luam muaj peev xwm los ntawm kev yuav cov hluav taws xob ntsuab.

Tus nqi ntawm daim ntawv pov thawj ntsuab kev lag luam yog qhov tseem ceeb: raws li "daim ntawv pov thawj" rau kev siv hluav taws xob ntsuab, lossis txuas nrog cov lag luam carbon, cov tuam txhab txhuas tuaj yeem tiv thaiv cov nqi hluav taws xob los ntawm kev lag luam daim ntawv pov thawj ntsuab.

3. Reshaping qhov kev sib tw toj roob hauv pes ntawm kev lag luam saw

Regional sib txawv intensifies

Tsim cov cheeb tsam hauv kev lag luam hluav taws xob: cov tuam txhab txhuas hauv cov chaw muaj dej muaj zog xws li Yunnan thiab Sichuan tuaj yeem nthuav lawv txoj kev lag luam los ntawm qhov kom zoo dua ntawm cov nqi hluav taws xob tsawg, thaum cov nqi hluav taws xob nce hauv cov cheeb tsam uas muaj kev vam khom siab rau thermal zog.

Cov tuam txhab tsim hluav taws xob tsim hluav taws xob rau tus kheej: Cov lag luam txhuas nrog cov khoom siv hluav taws xob rau tus kheej (xws li Weiqiao Entrepreneurship) yuav tsum rov ntsuas qhov kev sib tw ntawm cov nqi tsim hluav taws xob thiab cov nqi hluav taws xob hauv khw.

Kev lag luam concentration tau nce

Txhim kho cov teeb meem kev lag luam: Kev nce qib ntawm cov tshuab hluav taws xob tsawg-carbon aluminium electrolysis yuav nrawm rau kev hloov pauv kev lag luam, thiab cov lag luam me thiab nruab nrab ntawm txhuas nrog cov thev naus laus zis thev naus laus zis yuav raug tshem tawm, ntxiv dag zog rau kev lag luam ntawm cov lag luam sab saum toj.

Kev siv peev nyiaj ntau ntxiv: Kev hloov pauv thev naus laus zis ntawm cov hluav taws xob hluav taws xob, kev txhawb nqa cov khoom siv hluav taws xob, thiab lwm yam. yuav tsum muaj kev nqis peev tseem ceeb, lossis txhawb nqa cov tuam txhab txhuas kom sib koom ua ke los ntawm kev sib koom ua ke thiab kev yuav khoom.

4. Txoj cai teb thiab kev lag luam tiam sis

Lub tswv yim luv luv: kev tswj tus nqi thiab kev tiv thaiv

Kev ua kom zoo ntawm cov ntawv cog lus siv hluav taws xob: Kos npe nruab nrab - thiab daim ntawv cog lus hluav taws xob mus sij hawm ntev kom kaw cov hluav taws xob siv hluav taws xob yooj yim, thiab koom nrog hauv kev ua lag luam arbitrage nrog cov hluav taws xob ntau ntxiv.

Kev tiv thaiv nyiaj txiag: siv cov khoom siv xws li hluav taws xob yav tom ntej thiab cov kev xaiv los tswj cov nqi hluav taws xob txaus ntshai.

Ntev-ntev layout: ntsuab transformation thiab technological iteration

Green aluminium tsim muaj peev xwm nthuav dav: txhawb kev tsim hluav taws xob tshiab (xws li photovoltaics thiab cua zog), tsim kom muaj kev sib koom ua ke ntawm "txhuas hluav taws xob carbon".

Kev tsim kho thev naus laus zis: Tsim cov thev naus laus zis cuam tshuam xws li inert anodes thiab carbon dawb electrolysis kom txo qis kev siv hluav taws xob thiab emissions.

5. Cov kev sib tw thiab cov cib fim sib koom ua ke, yuam kom kev lag luam txhim kho

Txoj cai, dhau los ntawm kev hloov kho ntawm kev lag luam hluav taws xob, muaj kev cuam tshuam ob qho tib si rau kev lag luam txhuas ntawm "tus nqi thawb + ntsuab tsav". Hauv lub sijhawm luv luv, kev hloov pauv ntawm cov nqi hluav taws xob tuaj yeem ua rau cov nyiaj tau los, tab sis nyob rau lub sijhawm ntev, nws yuav ua rau kev lag luam hloov pauv mus rau cov kev taw qhia qis-carbon. Cov tuam txhab lag luam txhuas yuav tsum tau ua tib zoo hloov mus rau txoj cai hloov pauv thiab hloov txoj cai nruj rau hauv kev sib tw zoo los ntawm kev tsim kho thev naus laus zis, kev siv hluav taws xob ntsuab, thiab kev tswj xyuas kom zoo.