I-aluminium eluhlaza iphinda ibhale imithetho yamaxabiso. Ngomhla wama-30 kuJulayi, ixabiso eliqhelekileyo le-aluminium eluhlaza ebanzi kuMlambo iYangtze laxelwa kwi-23820 yuan/ton, eyayingaphezulu nge-195 yuan kunexabiso eliqhelekileyo le-aluminium ye-A00 kwi-23625 yuan ngaloo mini inye. Kwelinye icala, ixabiso eliphezulu le-aluminium enekhabhoni ephantsi liyaqhubeka nokwanda, ngelixa kwelinye icala, umgangatho wemveliso yeetoni ezingama-45 ezigidi sele uvale ukunikezelwa kwe-aluminium yokuqala ngokwandayo.

Xa umbane wamanzi waseYunnan ungena kwixesha eliphambili lezikhukula, ukuthamba kombane we-aluminium eluhlaza kusathintelwa ngumgca obomvu womthamo wemveliso, kwaye ukungqubana kuyandiswa ngakumbi. Uqhekeko lwecala lombane luphinda lubekwe ixabiso yimarike, nto leyo eyenza apho i-aluminium ivela khona ibe yeyona ngxaki inzima kakhulu kuluhlu lweshishini. Kweli xesha langoku lolawulo oluphindwe kabini lokusetyenziswa kwamandla kunye nemida yekhabhoni, ibali lombane we-aluminium ephambili alisekho nje ngamanani emveliso.

Ngokwengxelo yeqonga leCCMN ngomhla wama-30 kuJulayi, ixabiso eliqhelekileyo le-aluminiyam ye-A00 kwimarike yeYangtze River yayiyi-23630 yuan/ton, ukunyuka kwe-230 yuan. Phantsi komgangatho opheleleyo woMlambo iYangtze, ixabiso eliqhelekileyo le-aluminiyam ye-A00 yi-23625 yuan, i-ingot ye-aluminiyam yaseMpuma China yi-23630 yuan, kwaye i-ingot ye-aluminiyam yeGongyi yi-23490 yuan. Umahluko wamaxabiso engingqi uhlala uqinile. Ixabiso eliqhelekileyo le-aluminiyam eluhlaza yi-23820 yuan, elimalunga ne-195 yuan ephezulu kune-aluminiyam ye-A00, kwaye linyuke nge-230 yuan ngosuku olunye, kwaye iprimiyamu ayincitshiswanga. Ixabiso lamva nje lesivumelwano seShanghai Aluminium 2609 emini yayiyi-23625 yuan/ton, inyuke nge-240 yuan, kunye nezikhundla ezingama-252194 ezibanjwe kunye nomthamo worhwebo oyi-171224. Imali iyaqhubeka nokuqokelelana kwisivumelwano seShanghai Aluminium 2609.

Umlinganiselo womthamo wemveliso weetoni ezingama-45 ezigidi ze-aluminium ye-electrolytic sele uvale unikezelo oluqhubekayo lwe-aluminium yokuqala, kwaye ukuvunywa komthamo omtsha wemveliso kuya kusiba nzima, kunye neempawu zokuthobela imithetho zijonge kwiindawo zamandla aluhlaza. Ngokuchasene nemida yokusetyenziswa kwamandla kwi-aluminium yamandla obushushu, i-aluminium eluhlaza evela kwiindawo ezinobutyebi bamanzi ezifana neYunnan neSichuan sele ibe yeyona kuphela ithunyelwa ngaphandle konikezelo oluqhubekayo lwe-aluminium yokuqala.

I-aluminium eluhlaza ixhomekeke kwixabiso lombane wamanzi waseMzantsi-ntshona kunye neempawu zekhabhoni ephantsi ukuze ifumane iprimiyamu ezinzileyo, kwaye isiqinisekiso sayo sekhabhoni ephantsi siyaqhubeka nokwandiswa phantsi kwendlela yokufikelela kumda wekhabhoni yaseYurophu kunye neemfuno ze-zero carbon supply chain zeenkampani zeemoto zasekhaya. Ukuguquguquka kwexesha lonyaka ekuvelisweni kwamandla e-hydropower eMzantsi-ntshona weTshayina kumisela ngokuthe ngqo isigqi semveliso yenyanga ye-aluminium eluhlaza, kwaye ukungaqiniseki kwicala lokubonelela ngoko ke kubekwe kwangaphambili njengotshintsho lwemozulu. Ngokwembono yengingqi, umahluko wamaxabiso phakathi kwee-ingots ze-aluminium eMzantsi-ntshona weTshayina naseMpuma yeTshayina uhlala uzinzile malunga ne-140 yuan, ebonisa imida yesakhiwo ekuthuthweni nakwimpahla.

Kwicala lezinto eziluhlaza, ixabiso eliqhelekileyo le-bauxite yodidi oluphakathi kwama-55% ukuya kuma-60% lihlala lizinzile kwi-545 yuan/ton, ngelixa i-ore yodidi oluphezulu eMzantsi-ntshona weTshayina ixabisa i-465 yuan/ton. Akukho kunqongophala kokunikezelwa kwe-ore. Ixabiso eliqhelekileyo le-aluminiyam kwisaphulelo soMlambo iYangtze yi-5 yuan/ton, ukwehla kwe-5 yuan ukusuka kwixabiso langaphambili. Ubungakanani obupheleleyo boMlambo iYangtze yi--5 yuan/ton, kunye norhwebo oluphakathi lwe-spot. Iibha ze-aluminium kunye nezinye iimveliso eziphambili ezicutshungulwayo ziyaqina ngaxeshanye, kunyeIibhari ze-aluminium ezingama-6063ukunyuka kwe-200 yuan ukusuka kwi-22400 yuan eMzantsi China, nto leyo ebonisa ukwehla kokudluliselwa koxinzelelo lobonelelo kwikhonkco lemizi-mveliso.

Kubalulekile ukuqaphela ukuba umahluko wamaxabiso phakathi kwe-aluminium eluhlaza kunye ne-aluminium eqhelekileyo awunciphanga ngenxa yomthamo opheleleyo okhululekileyo, nto leyo ebonisa ukuba iimpawu zekhabhoni ephantsi ziye zaba yinto ezimeleyo yokuxabisa. Imida yokubonelela ibe yeyona nkxaso inzima yamaxabiso aphantsi e-aluminium. Ukuba iprimiyamu ye-aluminium eluhlaza ingaqhubeka nokwanda kuxhomekeke kwixesha lonyaka lombane wamanzi kunye nokudluliselwa kweendleko zekhabhoni. Xa isilingi seetoni ezingama-45 ezigidi sidibana nencopho yokusetyenziswa kombane, iya kuwa phi inguqu elandelayo yamaxabiso? Impendulo isaxhomekeke kwixesha lemvula eYunnan.

Kwaye xa ixesha lonyaka elomileyo lisiya phambili, ukuqina kobonelelo kuya kuncitshiswa ngakumbi, kwaye ingqiqo esezantsi yamaxabiso e-aluminium iya kuba nzima ngakumbi. Ukusuka kwimbono yexesha elide, ukuqina kobonelelo lwe-aluminium ye-electrolytic kuvaliwe yimigaqo-nkqubo kunye nezixhobo, kwaye naluphi na ukubetha kwemfuno kuya kwandiswa bukuqina kobonelelo lube kukuqina kwexabiso. Imarike ihlawula iprimiyamu yobonelelo oluncinci lwekhabhoni esezantsi endaweni yeprimiyamu yobungakanani obupheleleyo, olu lutshintsho olusisiseko kwingqiqo yamaxabiso e-aluminium.