Ihe lekwasịrị anya taa na ahịa aluminom: ndị ọkwọ ụgbọ ala abụọ nke amụma na esemokwu azụmaahịa

Amụma ụlọ 'mmalite egbe' agbapụla

Na Eprel 7, 2025, National Development and Reform Commission na Ministry of Industry and Information Technology jikọrọ ọnụ iji kwalite mmepe dị elu nke ụlọ ọrụ aluminom, na-akọwapụta mmejuputa nke "Atụmatụ Afọ Atọ maka Green Transformation of Aluminum Industry" site taa. Isi amụma gụnyere:

Jikwaa nke ọma mgbakwunye nke ikike mmepụta aluminom electrolytic: n'ụkpụrụ, a gaghị akwado ọrụ aluminom ike ọkụ, yana ikike mmepụta ihe karịrị nde atọ ga-ewepụ site na 2027.

“Atụmatụ okpukpu abụọ maka Aluminom emegharịrị” na-achọ inweta mmepụta nke ihe karịrị nde tọn 13 nke aluminom megharịrị ka ọ na-erule 2025, yana mkpali ụtụ isi gbadoro ụkwụ na ụlọ ọrụ aluminom emegharịrị.

Nchekwa akụ na-ewusi ike: Ịmalite ọrụ pilot maka mmepe nke ihe onwunwe aluminom n'okpuru coal na mpaghara Henan na Shanxi, na-akwalite ọnụ ọgụgụ zuru oke nke ụlọ bauxite ruo 60%.

N'ịbụ nke na-emetụta nke a, mpaghara Aluminom nke A-nketa gosipụtara ọdịiche dị ịrịba ama taa, na-enwe echiche mgbanwe mgbanwe ndụ ndụ dị ka China Aluminum Industry (601600. SH) na Nanshan Aluminum Industry (600219. SH) na-arị elu karịa 3% megide usoro ahụ, ebe ọnụ ahịa ngwaahịa nke obere ụlọ ọrụ aluminum na-adabere na ike okpomọkụ nọ n'okpuru nrụgide.

Gụọ na US China tarifu akpụkpọ ụkwụ na-agbada'

Officelọ ọrụ nke United States Trade Representative (USTR) kwughachiri taa na "ụtụ tarifụ" na ngwaahịa ụlọ ọrụ China ga-amalite n'ihu ọha na Eprel 10. Ọ bụ ezie na ingots aluminom adịghị na ndepụta ahụ, ọnụahịa mbupụ nke ngwaahịa aluminom dị ala (dịka akụkụ ụgbọ ala na foil aluminum) nwere ike ịbawanye nke ọma. Ejikọtara ya na mbelata a na-atụghị anya ya na PMI na-emepụta US na 49.5 na March (na mbụ 51.2), nchegbu banyere echiche aluminom zuru ụwa ọnụ abawanyela n'ahịa.

Egwuregwu ọkọnọ na ihe achọrọ: ngwa ahịa ọdịda vs. ọnụ ahịa ọdịda

Ndepụta ngwaahịa ruru afọ atọ dị ala, mmejuputa oge kacha elu na-amalite

N'ihe dị ka Eprel 7th, nchịkọta ọha mmadụ nke aluminom electrolytic na China agbadala ruo tọn 738000 (mbelata kwa izu nke tọn 27000), ọkwa kachasị ala kemgbe 2022.Aluminom mkpanakaNdepụta ngwaahịa agbadala n'otu n'otu ruo tọn 223000, na-egosi mgbake na-adịgide adịgide na-achọ profaịlụ profaịlụ, okpokolo agba fotovoltaic na ngwaahịa ndị ọzọ.

Akụkụ ọnụ 'avalanche' na-adọkpụrụ ọnụ ahịa aluminom

N'ịbụ nke na-emetụta mgbake nke bauxite na-ebupụ na Indonesia, ọnụ ahịa alumina dara 8% n'ime otu izu, na nkwupụta na mpaghara Henan dara na 2850 yuan / ton. Ọnụ ego aluminom electrolytic zuru ezu gbadara n'okpuru 16600 yuan/ton, uru na-agbaze agbagoro ruru 3200 yuan/ton. Nkwado ọnụ ahịa na-ebelata na-abawanye na iguzogide ọnụ ahịa aluminom na-abawanye.

Usoro na-eduga: Onye na-agba ọsọ na egwu ndụ ndụ? nke

China Hongqiao (01378. HK) mara ọkwa taa na ọ ga-etinye ego na-ewu nke ụwa mbụ "efu carbon electrolytic aluminum" ngosi akara na Yunnan, na atụmatụ na-amalite mmepụta na 2026. The ngwaahịa price bilitere site n'elu 5% n'oge trading nnọkọ.

Yunlv Co., Ltd. (000807. SZ) kwuputara mmekorita ya na CATL iji zụlite "obere carbon batrị aluminom foil" ma banye n'agbụ ụgbọ ala ike ọhụrụ. Ụlọ ọrụ ahụ na-ebu amụma na ego ọ na-enweta site na aluminom emegharịrị ga-agafe 40% site na 2025.

Nhazi nnukwu nnukwu mba ụwa: Alcoa kwupụtara taa na ọ ga-emechi ndị na-agbapụta ọnụ ahịa dị elu na Australia wee gbanwee gaa na ahịa alumini nke ndịda Ebe Ọwụwa Anyanwụ Eshia megharịrị, na-eme ka usoro ikike mmepụta ụwa na-aga n'ihu na-aga n'ihu.

Amụma ọnụ ahịa aluminom nke izu a: nkesa amụma vs. nchegbu zoro ezo

Ihe ndị dị mma

Ngwakọta dị ala + chọrọ oge kacha elu: okirikiri mmeghari ma ọ bụ nkwado maka mmụba nwa oge na ọnụ ahịa aluminom.

Catalysis amụma: Isiokwu echiche dị ka aluminom megharịrị na aluminom n'okpuru coal na-agba agba, ego nwere ike gbado anya na-eduga ebuka.

Mbelata nrụgide na-adịghị mma

Ndakpọ ọnụ: Arụ ọrụ na-adịghị ike nke ọnụ ahịa alumina nwere ike imebi nkwado ọnụ ahịa nke aluminom electrolytic.

Ihe egwu dị na mpụga: Mgbe mmejuputa tarifu na Eprel 10th, iwu mbupụ ngwaahịa aluminom nwere ike ịnọ n'okpuru nrụgide.