Tsepamiso ea kajeno 'marakeng oa aluminium: bakhanni ba babeli ba maano le likhohlano tsa khoebo

Leano la lehae la 'starting gun' le tlositsoe

Ka la 7 April, 2025, Komisi ea Naha ea Ntšetso-pele le Phetoho le Lekala la Indasteri le Theknoloji ea Boitsebiso ka kopanelo ba ile ba tšoara kopano ho ntšetsa pele ntlafatso ea boleng bo phahameng ba indasteri ea aluminium, ho hlakisa ts'ebetsong ea "Leano la Ts'ebetso la Lilemo Tse Tharo bakeng sa Phetoho ea Green ea Indasteri ea Aluminium" ho tloha kajeno. Pholisi ea mantlha e kenyelletsa:

Laola ka tieo ho eketsoa ha matla a tlhahiso ea aluminium ea electrolytic: ha e le hantle, merero ea aluminium ea matla a mocheso ha e sa tla hlola e amoheloa, 'me matla a tlhahiso ea lithane tse limilione tse 3 a tla felisoa ka 2027.

Morero oa "Doubling Plan for Recycled Aluminium" o ikemiselitse ho fihlela tlhahiso ea lithane tse fetang limilione tse 13 tsa aluminium e nchafalitsoeng ka 2025, ka likhothaletso tsa lekhetho tse sekametseng likhoebong tse nchafalitsoeng tsa aluminium.

Ho matlafatsa ts'ireletso ea lisebelisoa: Ho qala merero ea liteko bakeng sa nts'etsopele ea lisebelisoa tsa aluminium tlas'a mashala liprofinseng tsa Henan le Shanxi, ho khothalletsa sekhahla sa ho iphelisa ha bauxite ea malapeng ho ea ho 60%.

E anngoe ke sena, karolo ea A-share aluminium sector e bonts'a phapang e kholo kajeno, ka metšoasong ea mohopolo oa phetoho e tala e kang China Aluminium Industry (601600. SH) le Nanshan Aluminium Industry (600219. SH) e nyolohang ho feta 3% khahlanong le mokhoa ona, ha theko ea theko ea lihlahisoa tse nyenyane le tse mahareng li ne li le tlas'a khatello ea lik'hamphani tsa aluminium tse neng li le tlas'a khatello ea lik'hamphani.

Ho theoha ha lieta tsa US China tsa litefiso tsa ho theoha '

Ofisi ea Moemeli oa Khoebo oa United States (USTR) e boletse kajeno hore "litefiso tse lekanang" ho lihlahisoa tsa indasteri tsa Chaena li tla qala ho sebetsa ka molao ka la 10 Mmesa. Le hoja li-ingots tsa aluminium li le sieo lethathamong, theko ea ho romela thepa ea lihlahisoa tsa aluminium e tlaase (joaloka likarolo tsa koloi le foil ea aluminium) e ka eketseha haholo. E kopantsoe le ho theoha ho sa lebelloang ha PMI ea tlhahiso ea US ho 49.5 ka March (pele e neng e le 51.2), matšoenyeho mabapi le pono ea tlhokahalo ea aluminium lefatšeng ka bophara e eketsehile 'marakeng.

Papali ea phepelo le tlhoko: ho putlama ha thepa khahlano le ho putlama ha theko

Thepa ea thepa e theohile ka lilemo tse tharo, ho qala ho tlatsa nako ea tlhōrō

Ho tloha ka la 7 Mmesa, palo ea sechaba ea aluminium ea electrolytic naheng ea China e theohetse ho lithane tse 738000 (phokotso ea beke le beke ea lithane tse 27000), boemo bo tlase ho tloha ka 2022.Molamu oa aluminiuminventory e theohile ka mokhoa o ts'oanang ho lithane tse 223000, ho bonts'a pholiso e tsitsitseng ea tlhokeho ea profil, liforeimi tsa photovoltaic le lihlahisoa tse ling.

Lehlakore la litšenyehelo 'avalanche' le theola litheko tsa aluminium

E anngoe ke ho hlaphoheloa ha thepa ea bauxite e tsoang Indonesia, theko ea alumina e theohile ka 8% ka beke e le 'ngoe,' me quotation sebakeng sa Henan e ile ea theohela ho 2850 yuan/ton. Theko e felletseng ea aluminium ea electrolytic e theohile ho ea tlase ho 16600 yuan/ton, mme phaello ea ho qhibilihisa e nyolohetse ho 3200 yuan/ton. Ts'ehetso ea litšenyehelo e fokolisang le ho eketseha ho hanyetsa ho eketseha ha theko ea aluminium.

Mokhoa o ka sehloohong: Ke mang ea mathang tseleng e tala? .

China Hongqiao (01378. HK) e phatlalalitse kajeno hore e tla kenya chelete kahong ea mohala oa pele oa lefatše oa "zero carbon electrolytic aluminium" Yunnan, ka merero ea ho qala tlhahiso ka 2026. Theko ea theko e nyolohile ka ho feta 5% nakong ea khoebo ea khoebo.

Yunlv Co., Ltd. (000807. SZ) e phatlalalitse tšebelisano 'moho le CATL ho hlahisa "foil ea aluminium ea betri e tlaase ea carbon" le ho kenya mochine o mocha oa phepelo ea likoloi tsa matla. Setsi se bolela esale pele hore chelete ea eona e tsoang ho aluminium e nchafalitsoeng e tla feta 40% ka 2025.

Sebopeho se seholohali sa machaba: Alcoa e phatlalalitse kajeno hore e tla koala lisebelisoa tse qhibilihisang tsa theko e phahameng Australia le ho fetohela 'marakeng oa aluminium o sebelisoang hape oa Asia Boroa-bochabela, e potlakisang mokhoa oa tlhahiso ea lefats'e o fetelang bochabela.

Ponelopele ea theko ea aluminium bekeng ena: likabelo tsa pholisi khahlano le matšoenyeho a tlhokahalo e patiloeng

Lintlha tse ntle

Thepa e tlase + tlhokeho ea nako ea tlhoro ea nako: potoloho ea ho tlatsa hape kapa ts'ehetso bakeng sa ts'ebetso ea nako e khuts'oane ea litheko tsa aluminium.

Pholisi Catalysis: Lihlooho tsa maikutlo tse kang aluminium e nchafalitsoeng le aluminium tlas'a mashala lia bela, 'me lichelete li ka lebisa tlhokomelo ho li-stocks tse etellang pele.

Khatello e mpe ea khatello

Ho putlama ha litšenyehelo: Ts'ebetso e fokolang ea litheko tsa alumina e ka fokolisa tšehetso ea litšenyehelo tsa aluminium ea electrolytic.

Kotsi ea tlhokahalo ea kantle: Ka mor'a ho kenngoa ha litefiso ka April 10th, litaelo tsa ho romela lihlahisoa tsa aluminium li ka 'na tsa e-ba tlas'a khatello.