Ishishini eliphambili le-aluminium (i-electrolytic aluminium) laseTshayina libonise umkhwa okhethekileyo "wokunyuka kweendleko kunye nenzuzo ekhulayo" ngoNovemba ka-2025, ngokutsho kohlalutyo lweendleko kunye namaxabiso olukhutshwe yi-Antaike, iziko eliphambili lophando lwesinyithi esingenasinyithi. Le dynamic imbini inika ulwazi olubalulekileyo kwii-smelters ezisezantsi, iiprosesa eziphakathi (kuqukaipleyiti yealuminiyam, ibha, kunye netyhubhuabavelisi), kunye nabasebenzisi bokugqibela abasezantsi bejonga ukuguquguquka kwemarike.

Ubalo luka-Antaike lubonisa ukuba ixabiso eliphakathi elilinganisiweyo (kuquka irhafu) le-aluminiyam yokuqala ngoNovemba lifikelele kwi-RMB 16,297 ngetoni, linyuka nge-RMB 304 ngetoni (okanye i-1.9%) inyanga nenyanga (MoM). Okuphawulekayo kukuba, ixabiso lihlale liphantsi nge-RMB 3,489 ngetoni (okanye i-17.6%) unyaka nonyaka (YoY), nto leyo ebonisa iingenelo zeendleko ezihlala ixesha elide kwixesha elidlulileyo. Izinto ezimbini zibangele ukunyuka kweendleko zenyanga: amaxabiso aphezulu e-anode kunye neendleko zombane eziphakamileyo. Nangona kunjalo, ukwehla okuqhubekayo kwamaxabiso e-alumina kusebenze njenge-offset engaphelelanga, okunciphisa ukunyuka kweendleko iyonke. Idatha yexabiso eliphakathi lika-Antaike ibonisa ukuba ixabiso eliphakathi le-aluminiyam, into esisiseko yokuveliswa kwe-aluminiyam yokuqala, lehle nge-RMB 97 ngetoni (okanye i-3.3%) i-MoM ukuya kwi-RMB 2,877 ngetoni ngexesha lomjikelo wokuthengwa kwezinto eziluhlaza ngoNovemba.

Iindleko zombane, eyona nto iphambili kwiindleko eziphambili zokuvelisa i-aluminium, zibone ukunyuka okuphawulekayo. Ukunyuka kwamaxabiso amalahle kunyuse iindleko zombane ozenzela ngokwawo kwiindawo zokunyibilikisa, ngelixa ukungena kwamazantsi eTshayina kwixesha lembalela kukhokelele ekunyukeni okukhulu kweerhafu zombane wegridi. Ngenxa yoko,iindleko zombane ezipheleleyo(kuquka irhafu) kwishishini eliphambili le-aluminium linyuke nge-RMB 0.03 nge-kWh MoM ukuya kwi-RMB 0.417 nge-kWh ngoNovemba. Okwangoku, amaxabiso e-anode abhakiweyo kwangaphambili, omnye umqhubi weendleko eziphambili, aqhubeke nendlela yawo yokubuyela kwimeko yesiqhelo. Emva kokufikelela kwinqanaba eliphantsi ngoSeptemba, amaxabiso e-anode anyuke iinyanga ezintathu zilandelelana, kwaye ubukhulu bokunyuka buyanda inyanga nenyanga, ngokuyintloko ngenxa yeendleko eziphezulu ze-petroleum coke, izinto eziphambili zokwenza i-anode.

Nangona iindleko zinyuka, imbonakalo yenzuzo yemarike ye-aluminium ephambili iphucukile njengoko ukunyuka kwamaxabiso kudlula ukunyuka kweendleko. Ixabiso eliqhelekileyo lesivumelwano esiqhubekayo seShanghai Aluminium (SHFE Al) linyuke nge-RMB 492 ngetoni ye-MoM ukuya kwi-RMB 21,545 ngetoni ngoNovemba. U-Antaike uqikelela ukuba inzuzo ephakathi ngetoni ye-aluminium yokuqala ime kwi-RMB 5,248 ngoNovemba (ingabandakanyi irhafu eyongeziweyo kunye nerhafu yengeniso yenkampani, ngenxa yamazinga erhafu ahlukeneyo kwimimandla), emele ukunyuka kwe-MoM ye-RMB 188 ngetoni. Oku kwaphawula inzuzo eqhubekayo yeshishini, uphawu oluhle kuyo yonke ikhonkco lokubonelela nge-aluminium, ukusuka kubanyibilikisi abaqinisekisa uzinzo lwemveliso ukuya kubaprosesa be-aluminium (njengabo basebenza ngomatshini we-aluminium) ukuphucula amaqhinga okuthenga izinto eziluhlaza.

Kwamashishini agxileipleyiti yealuminiyam, ibha, ityhubhuukwenziwa kwemveliso, kunye noomatshini, olu tshintsho lwenzuzo yeendleko lugxininisa ukubaluleka kokulandelela ngokusondeleyo amaxabiso aphezulu kunye nokuguquguquka kweendleko ukuze kulinganiswe iindleko zemveliso kunye namaxabiso emveliso, ngaloo ndlela kugcinwe ukhuphiswano kwiimarike zasekhaya nezamazwe ngamazwe.