Warshadaha aluminiumka ugu horreeya ee Shiinaha (elektrolitik aluminium) ayaa soo bandhigay isbeddel "kharash kor u kacaya oo ay weheliso faa'iidada sii kordheysa" bishii Nofeembar 2025, sida laga soo xigtay falanqaynta kharashka iyo qiimaha ee ay soo saartay Antaike, oo ah hay'ad cilmi-baaris oo hormuud ka ah biraha aan birta ahayn. Dhaqdhaqaaqan laba-geesoodka ah wuxuu bixiyaa aragtiyo muhiim ah oo loogu talagalay kuwa wax dhalaaliya ee kor u kaca, kuwa wax soo saara ee dhexe (oo ay ku jiraansaxan aluminium ah, baar, iyo tuubosoosaarayaasha), iyo dadka isticmaala dhammaadka hoose ee ku wareegaya isbeddelka suuqa.

Xisaabinta Antaike waxay muujinaysaa in celceliska wadarta guud ee la miisaamay (oo ay ku jirto canshuurta) ee aluminiumka aasaasiga ah bishii Nofeembar uu gaaray RMB 16,297 tan halkii, taasoo kor u kacday RMB 304 tan halkii (ama 1.9%) bishiiba (MoM). Waxaa xusid mudan in kharashku uu ahaa RMB 3,489 tan halkii (ama 17.6%) oo hoos u dhacay sanadba sanadka ka dambeeya (YoY), taasoo muujinaysa faa'iidooyinka kharashka ee soo noqnoqda muddooyinkii hore. Laba arrimood ayaa ugu horreyn kiciyay kororka kharashka bishii: qiimaha anode oo sarreeya iyo kharashyada korontada oo kor u kacay. Si kastaba ha ahaatee, hoos u dhaca joogtada ah ee qiimaha alumina wuxuu u dhaqmay sidii qayb ka mid ah dhimista, taasoo yareysay kororka guud ee kharashka. Xogta qiimaha booska ee Antaike waxay muujinaysaa in celceliska qiimaha booska ee alumina, oo ah walxo cayriin ah oo asaasi ah oo loogu talagalay wax soo saarka aluminiumka aasaasiga ah, uu hoos ugu dhacay RMB 97 tan halkii (ama 3.3%) MoM ilaa RMB 2,877 tan halkii inta lagu jiro wareegga iibsiga alaabta ceeriin ee Noofambar.

Kharashka korontada, oo ah qayb weyn oo ka mid ah kharashaadka wax soo saarka aluminiumka aasaasiga ah, ayaa arkay koror la taaban karo. Dhaqdhaqaaqa kor u kaca ee qiimaha dhuxusha ayaa kor u qaaday qiimaha korontada ee iskaa wax u soo saarta ee warshadaha wax soo saarka, halka gelitaanka koonfurta Shiinaha ee xilliga qalalan uu horseeday koror la taaban karo oo ku yimid canshuuraha korontada ee shabakadda. Sidaas darteed,kharashka korontada oo dhammaystiran(oo ay ku jirto canshuurta) warshadaha aluminiumka aasaasiga ah ayaa kor u kacay RMB 0.03 halkii kWh MoM ilaa RMB 0.417 halkii kWh bishii Nofeembar. Dhanka kale, qiimaha anode-ka ee hore loo dubay, oo ah sabab kale oo muhiim ah oo kharashka ku baxda, ayaa sii waday jidkiisa soo kabashada. Ka dib markii uu hoos u dhacay Sebtembar, qiimaha anode-ku wuxuu kor u kacay saddex bilood oo isku xigta, iyadoo baaxadda kororka uu sii kordhayo bilba bil, taasoo ugu horreyn ay ugu wacan tahay qiimaha sare ee kookaha batroolka, oo ah walax ceeriin ah oo muhiim u ah wax soo saarka anode.

Iyadoo ay jiraan kharashyo kor u kacaya, aragtida faa'iidada suuqa aluminiumka aasaasiga ah ayaa soo hagaagtay iyadoo qiimaha uu kor u kacay qiimaha. Celceliska qiimaha qandaraaska joogtada ah ee Shanghai Aluminium (SHFE Al) ayaa kor u kacay RMB 492 halkii tan MoM ilaa RMB 21,545 halkii tan bishii Nofeembar. Antaike waxay ku qiyaastay in celceliska faa'iidada halkii tan ee aluminiumka aasaasiga ah ay ahayd RMB 5,248 bishii Nofeembar (iyada oo aan laga reebin canshuurta qiimaha lagu daray iyo canshuurta dakhliga shirkadda, marka la eego heerarka canshuurta ee kala duwan ee gobollada oo dhan), taasoo ka dhigan koror MoM ah oo ah RMB 188 halkii tan. Tani waxay calaamad u ahayd faa'iidada joogtada ah ee warshadaha, calaamad wanaagsan oo loogu talagalay silsiladda sahayda aluminiumka oo dhan, laga bilaabo kuwa wax dhalaaliya oo hubinaya xasilloonida wax soo saarka ilaa kuwa wax soo saara aluminiumka (sida kuwa ku hawlan mashiinnada aluminiumka) oo hagaajinaya istaraatiijiyadaha iibsiga alaabta ceeriin ah.

Ganacsiyada diiradda saarayasaxan aluminium ah, baar, tuubowax soo saarka, iyo farsamaynta, dhaqdhaqaaqan faa'iidada kharashka ayaa hoosta ka xariiqaya muhiimadda ay leedahay in si dhow loola socdo qiimaha kor u kaca iyo isbeddellada kharashka si loo dheellitiro kharashyada wax soo saarka iyo qiimaha badeecadaha, taasoo ilaalinaysa tartanka suuqyada gudaha iyo kuwa caalamiga ah labadaba.