1. Isiphithiphithi sotyalo-mali kunye nophuculo lobuchwepheshe:ingqiqo esisiseko yokwandiswa kwemizi-mveliso

Ngokwedatha evela kwiChina Nonferrous Metals Industry Association, isalathiso sotyalo-mali lokunyibilikiswa kwe-aluminiyam ngo-Epreli sitsibe ukuya kwi-172.5, ukwanda okubalulekileyo xa kuthelekiswa nenyanga edlulileyo, ebonisa imikhomba-ndlela emithathu yoyilo lwesicwangciso seshishini.

Ukwandiswa komthamo wamandla ohlaza: Ngokunzulu kwethagethi "yekhabhoni ezimbini", ukwakhiwa kweziseko ze-aluminiyam ye-hydropower e-Yunnan, e-Guangxi nakweminye imimandla iyakhawuleza, kwaye iindleko zamandla aluhlaza ziphantsi njenge-0.28 yuan / kWh, ukukhuthaza amashishini e-aluminium ye-electrolytic ukutshintsha amandla abo okuvelisa kwiindawo ezinekhabhoni ephantsi. Ngokomzekelo, inkampani ethile ye-aluminium e-Shandong iye yatshintsha amandla ayo okuvelisa kwi-Yunnan, ifezekisa ukunciphisa iindleko ze-300 yuan ngetoni ye-aluminium.

Inguqu ephezulu yetekhnoloji: Amashishini anyusa utyalo-mali kwizixhobo ze-6 μm yefoyile yealuminiyam yebhetri ebhityileyo,I-aluminiyam ye-aerospace, kunye neminye imimandla. Ngokomzekelo, iteknoloji yokuvuselela i-electromagnetic inyuse isivuno se-8 μ m yefoyile ye-aluminium ukuya kwi-92%, kwaye umda wengeniso yeemveliso eziphezulu zexabiso elongeziweyo udlule kwi-40%.

Ukomeleza ukuqina kwekhonkco lokubonelela: Ukuphendula kwiingxabano zorhwebo zamazwe ngamazwe, amashishini ahamba phambili aye abeka inethiwekhi ye-aluminiyamu yaseMzantsi-mpuma ye-Asia esetyenzisiweyo, ukunciphisa iindleko zempahla eluhlaza nge-15%, ngelixa "isangqa seyure yesiqingatha" sasekhaya sinciphise iindleko ze-logistics nge-120 yuan / ton.

2. Ukwahlula kwemveliso: umdlalo phakathi kokunyuka kwemveliso ye-aluminiyam ye-electrolytic kunye nokunciphisa imveliso ye-alumina

Inkcazo yemveliso ye-aluminium ye-electrolytic inyuke yaya kwi-22.9 (+ 1.4%) ngo-Ephreli, ngelixa i-alumina index index yehla ukuya kwi-52.5 (-4.9%), ebonisa ukuchasana okukhulu okuthathu kwindlela yokubonelela kunye nemfuno.

Inzuzo eqhutywa nge-aluminiyam ye-electrolytic: Inzuzo ngetoni nganye ye-aluminiyam ihlala ingaphezulu kwe-yuan eyi-3000, ivuselela amashishini ukuba aqalise kwakhona imveliso (efana ne-Guangxi kunye ne-Sichuan) kunye nokukhupha umthamo omtsha wemveliso (eQinghai naseYunnan), kunye nomthamo wokusebenza we-43.83 yezigidi zeetoni kunye nezinga lokusebenza ngaphezu kwe-96%.

Ukubuyiswa okusengqiqweni kwamaxabiso e-alumina: Emva kokunyuka konyaka-ngonyaka kwe-39,9% kumaxabiso e-alumina ngo-2024, amazinga okusebenza e-Shanxi, e-Henan nakwezinye iindawo zehla ngepesenti ze-3-6 ngo-Epreli ngenxa yokukhululwa komthamo wemveliso yaphesheya (imimandla emitsha yemigodi eGuinea) kunye nokugcinwa kwamashishini asekhaya amaxabiso aphezulu, ukunciphisa uxinzelelo lwexabiso.

Ibhalansi ye-Inventory Dynamic: Ukuchithwa kwe-inventory yentlalo ye-electrolytic aluminiyam iyakhawuleza (i-inventory iyancipha ngeetoni ze-30000 ngo-Epreli), ngelixa ukujikeleza kwe-alumina kukhululekile, kwaye amaxabiso amabala aqhubeka ehla ezantsi, okukhokelela ekwabiweni kwakhona kwenzuzo phezulu nasezantsi.

3. Ukunyuka kwengeniso: amandla okuqhuba ukukhula kwengeniso nge-4% kunye nokunyuka kwengeniso ye-37.6%

Ingeniso yeshishini eliphambili kunye nenzuzo yoshishino lokunyibilikisa i-aluminiyam iye yanda zombini, kwaye amandla okuqhuba angundoqo alele.

Ukulungiswa kwesakhiwo semveliso: Umlinganiselo wezinto eziphezulu ze-aluminium zonyukile (ezifana nokunyuka kwe-206% kwiintengiso zamatyala amatsha ebhetri yemoto yamandla), ukucima ukunyanzeliswa kwengcinezelo yokuthumela ngaphandle (i-aluminium i-export index ihlile -88.0).

Uguqulo lolawulo lweendleko: Umbane oluhlaza uthatha indawo yamandla ashushu ukuze kuncitshiswe iindleko zokusetyenziswa kwamandla nge-15%, kwaye inkunkuma ye-aluminiyam yokuphinda isetyenziswe iteknoloji iqinisekisa umda wengeniso ye-25% ye-aluminiyam esetyenzisiweyo (i-8% ephezulu kune-aluminiyam ye-electrolytic).

Ukukhutshwa kwempembelelo yesikali: Amashishini aphezulu afezekisa ukuhlanganiswa kwe-alumina electrolytic processing ngokusebenzisa ukudibanisa kunye nokuthengwa (njengokufunyanwa kweZhongfu Industrial ye-electrolytic aluminium production capacity), ukunciphisa iindleko zeyunithi nge-10%.

4. Imingcipheko kunye nemingeni: Iinkxalabo ezifihlakeleyo phantsi koHlumo oluPhezulu

Ukugqithiswa kwesiphelo esiphantsi: Isantya sokusebenza kwefoyile ye-aluminium yendabuko ngaphezu kwe-10 μ m ingaphantsi kwe-60%, kwaye imfazwe yexabiso icinezela imida yenzuzo.

Umqobo wenguqu kwezobuchwephesha: Ukuxhomekeka kwimizila eqengqelekayo ephuma kumazwe angaphandle ingaphezulu kwe-60%, kwaye izinga lokungaphumeleli kokulungiswa kwezixhobo lifikelela kwi-40%, elinokuthi liphose ixesha lefestile yobugcisa.

Ukungaqiniseki komgaqo-nkqubo: I-United States yokumisela imirhumo ukusuka kwi-34% ukuya kwi-145% e-China ibangele ukuhla okumandla kumaxabiso e-aluminiyam (kunye ne-Lunan Aluminiyam ehlayo ukuya kwi-19530 ye-yuan/toni ngexesha elinye), ibeka uxinzelelo kumashishini ajolise kumazwe angaphandle.

5. Umbono wexesha elizayo: ukusuka “kulwandiso lwesikali” ukuya “kwixabiso lokutsiba”

Ukuhlengahlengiswa koMmandla woMmandla: Iziseko zamandla ohlaza eYunnan, eGuangxi, nakweminye imimandla zinokudlula i-40% yomthamo wazo wokuvelisa ngo-2030, zenza ishishini elivaliweyo "lombane we-hydropower aluminiyam ephezulu yokuphinda isetyenziswe".

Ukuphumelela kwezithintelo zobugcisa: Izinga le-localization ye-aluminium foil engaphantsi kwe-8 μ m yonyusiwe ukuya kwi-80%, kwaye iteknoloji yokunyibilikisa i-hydrogen inokunciphisa ukukhutshwa kwekhabhoni ngetoni ye-aluminium ngama-70%.

Uyilo lwe-Globalization: Ngokusekwe kwi-RCEP, yenza nzulu intsebenziswano kwi-bauxite yaseMzantsi-mpuma ye-Asia kunye nokwakha ikhonkco lomda we-"China inyibilikisa i-ASEAN yokuthengiswa kwehlabathi".