Kupindula ndi maulendo apawiri a kuchira kwapadziko lonse lapansi komanso kukwera kwamakampani opanga mphamvu zatsopano, zapakhomomafakitale a aluminiyamumakampani omwe adatchulidwa apereka zotsatira zabwino mu 2024, mabizinesi apamwamba omwe apeza phindu lalikulu kwambiri. Malinga ndi ziwerengero, mwa makampani 24 omwe adatchulidwa pa aluminiyumu omwe adawulula malipoti awo apachaka a 2024, opitilira 50% apeza chiwonjezeko chapachaka cha phindu lazachuma chifukwa chamakampani omwe amawapanga, ndipo makampani onse akuwonetsa chiwongolero cha kuchuluka komanso kukwera kwamitengo.

Kupita patsogolo kwa mabizinesi apamwamba pakupindula kumawonetsa zotsatira za synergistic chain chain

Monga wosewera wotsogola pamakampani, Aluminium Corporation yaku China yachita bwino kwambiri kuyambira pomwe idawonekera pagulu mu 2024 ndi chiwonjezeko chachikulu chaka ndi chaka cha phindu, chifukwa cha mwayi wake wamagawo onse amakampani. Potengera njira yophatikizira ya green hydropower ndi aluminiyamu, Gulu la Yunlv lakwanitsa kuwongolera mtengo ndi kupindula mothandizidwa ndi mfundo za "dual carbon", ndipo kuchuluka kwake kopindulitsa kwaphwanyanso mbiri. Ndizofunikira kudziwa kuti phindu la mabizinesi monga Tian Shan Aluminium, Chang Aluminium, ndi Fenghua lachulukira kawiri. Pakati pawo, Tian Shan Aluminiyamu yawonjezera kwambiri phindu lake lalikulu pokulitsa bizinesi yake yamtengo wapatali yazitsulo zotayidwa; Changlv Corporation idagwiritsa ntchito mwayi wofuna kuphulika kwa zida zatsopano zamabatire agalimoto, ndikukwaniritsa zonse kupanga ndi kugulitsa bwino.

Kufunika kwa mtsinje, malo ambiri a maluwa, maulamuliro athunthu, mphamvu zonse zopanga, zotseguka

Kutengera msika wama terminal, kukweza kwamakampani opanga zinthu, kukwera kwa mphamvu yoyika ma photovoltaic, komanso kusintha kwazinthu zamagetsi zamagetsi zomwe zimagwiritsidwa ntchito limodzi zimapanga mphamvu zitatu zoyendetsera kukula kwa aluminiyamu. Mchitidwe wopepuka wamagalimoto ukuyendetsa kukwera kosalekeza kwa kuchuluka kwa mbiri ya aluminiyamu pamagalimoto amagetsi atsopano. Kuchuluka kwa aluminiyumu yogwiritsidwa ntchito pamafelemu a photovoltaic kukuchulukirachulukira ndikukulitsa mphamvu yoyika. Kupanga masiteshoni oyambira a 5G komanso kufunikira kwa kuziziritsa kwa seva ya AI kukuyendetsa kukweza kwa zida za aluminiyamu zamafakitale. Mwa makampani 12 a aluminiyamu omwe atulutsa malipoti awo a kotala loyamba komanso zolosera zamtsogolo za 2025, pafupifupi 60% yaiwo akupitiliza kukula kwawo. Makampani angapo anena kuti dongosolo lawo ladongosolo lafika gawo lachitatu, ndipo kugwiritsa ntchito mphamvu zawo kumakhalabe pamlingo wopitilira 90%.

Kuchuluka kwa mafakitale kumawonjezeka, kusintha kwapamwamba kumathamanga

Pansi pa kukwezeleza kwa kusintha kwa kasamalidwe kazinthu komanso njira ziwiri zowongolera pakugwiritsa ntchito mphamvu, makampani a aluminiyamu akufulumizitsa kusintha kwake kukupanga zobiriwira, zotsika kaboni, komanso zanzeru. Mabizinesi apamwamba akupitiliza kukhathamiritsa kapangidwe kawo popanga mapulojekiti a aluminiyamu obwezerezedwanso, kupanga zinthu zapamwamba monga aluminiyamu yoyera kwambiri yazamlengalenga ndi zojambula za batri yamagetsi. Ofufuza akuwonetsa kuti ndi kuyambiranso kwachuma kwachuma komanso kutulutsidwa kwa kufunikira kwa aluminiyamu m'magawo omwe akutuluka, gulu la aluminiyamu likuyembekezeka kupitiliza kutukuka kwake, ndipo mabizinesi otsogola okhala ndi zopinga zaukadaulo ndi zopindulitsa zamtengo wapatali adzaphatikizanso msika wawo.

Pakalipano, pakati pa ntchito yamtengo wapatali ya aluminiyumu ikukwera pang'onopang'ono, kuphatikizapo zotsatira zowoneka za kuchepetsa mtengo ndi kusintha kwachangu m'mabizinesi, phindu la malonda likuyembekezeka kukhalabe lokwera. Mabungwe amsika amalosera kuti chiwongola dzanja chambiri chamakampani a aluminiyamu chikhoza kukhalabe pawiri pofika chaka cha 2025, komanso luso lothandizirana komanso kupititsa patsogolo kwamakampaniwo kudzakhala bwalo lalikulu la mpikisano wamabizinesi.