Muva nje, idatha ekhishwe yi-National Bureau of Statistics iveza izitayela zokuthuthukaImboni ye-aluminium yaseChinaengxenyeni yokuqala ka-2025. Idatha ibonisa ukuthi ukukhishwa kwayo yonke imikhiqizo ye-aluminium emikhulu kukhule kwamazinga ahlukahlukene phakathi nalesi sikhathi, okubonisa umfutho osebenzayo wemboni oqhutshwa ukufunwa kwezimakethe, ukunwetshwa kwamandla, nezinye izici.

1. Alumina

NgoMashi, ukukhiqizwa kwe-alumina yaseChina kwafinyelela kumathani ayizigidi eziyisi-7.475, okuwukunyuka konyaka ngo-10.3%. Umphumela ophelele kusukela ngoJanuwari kuya kuNdasa kwaba amathani ayizigidi ezingama-22.596, okuwukukhula konyaka ngo-12.0%. Njengento ebalulekile yokukhiqiza i-aluminium ye-electrolytic, ukukhula okuphawulekayo kokuphuma kwe-alumina kubangelwa izici eziningi:

- Ukunikezwa kwe-bauxite okuzinzile: Ukubambisana okuthuthukisiwe phakathi kwezifunda ezithile namabhizinisi ezimayini kuqinisekise ukutholakala okuqhubekayo kwe-bauxite, okuhlinzeka ngesisekelo esiqinile sokukhiqizwa kwe-alumina.

- Ukuqamba okusha kwezobuchwepheshe: Abanye abakhiqizi be-alumina baye bathuthukisa izinqubo zokukhiqiza ngokusebenzisa impumelelo yezobuchwepheshe, ukuthuthukisa ukusetshenziswa kwamandla kanye nokukhula komkhiqizo.

2. Electrolytic Aluminium

NgoMashi, ukuphuma kwe-aluminium ye-electrolytic kwaba amathani ayizigidi ezi-3.746, okuwukunyuka konyaka ngo-4.4%. Umkhiqizo okhule kusukela ngoJanuwari kuya kuMashi ube ngamathani ayizigidi eziyi-11.066, okuwukukhula konyaka ngo-3.2%. Naphezu kokukhula kancane uma kuqhathaniswa ne-alumina, le mpumelelo iyaphawuleka uma kubhekwa izinselelo zemboni ngaphansi kwemigomo “yekhabhoni ekabili”:

- Izithiyo zokusetshenziswa kwamandla: Imikhawulo eqinile ekwandiseni umthamo ngenxa “yokulawula okukabili” kokusetshenziswa kwamandla kuphoqe amabhizinisi ukuthi akhulise umthamo okhona.

- Ukwamukelwa kwamandla aluhlaza: Ukusetshenziswa kwamandla aluhlaza ekukhiqizeni kwehlise izindleko kanye nokusebenza kahle okuthuthukisiwe, okuvumela ukukhula komkhiqizo.

3. Imikhiqizo ye-Aluminium

NgoMashi, ukukhiqizwa kwemikhiqizo ye-aluminium kwaba amathani ayizigidi ezi-5.982, okuwukunyuka konyaka ngo-1.3%. Umphumela othe xaxa kusukela ngoJanuwari kuya kuMashi wawungamathani ayizigidi eziyi-15.405, okuwukukhuphuka konyaka ngo-1.3%, okubonisa isidingo esizinzile somfula:

- Umkhakha wezokwakha: Ukuthuthukiswa kwengqalasizinda esimeme kunomthelelan isidingo sengxube ye-aluminiumiminyango/amafasitela kanye nemikhiqizo ye-aluminium yokuhlobisa.

- Umkhakha Wezimboni: Izidingo zokwenziwa kwe-Lightweighting embonini yezimoto kanye ne-elekthronikhi ziphinde zandisa isidingo sezinto ze-aluminium.

4. Aluminiyamu Alloys

Ngokuphawulekayo, ukukhishwa kwe-aluminium alloy kukhule ngokushesha, ngo-March okukhiphayo kwafinyelela amathani ayizigidi ezingu-1.655 (+16.2% YoY) kanye nokukhishwa okuhlanganisiwe kwamathani ayizigidi ezingu-4.144 (+13.6% YoY) kusukela ngoJanuwari kuya ku-March. Lokhu kuhlinzwa kuqhutshwa ikakhulukazi imboni yezimoto ezintsha zamandla (NEV):

- Isidingo se-Lightweighting: Ama-NEV adinga izinto ezingasindi ukuze athuthukise ububanzi, enze ama-alloys e-aluminium alungele imizimba yezimoto, ama-casing amabhethri, nezinye izingxenye. Ukukhiqizwa kwe-NEV okukhulayo kuqhubekisele phambili isidingo sama-alloys e-aluminium.

Imiphumela Yemakethe

- I-Alumina: Ukunikezwa okwanele kungase kufake ingcindezi ephansi emananini, kunciphisa izindleko zempahla eluhlaza kubakhiqizi be-aluminium be-electrolytic kodwa kuqinise ukuncintisana kwemboni.

- I-Electrolytic Aluminium: Ukukhula okukhiphayo okungaguquki kungaholela emalini enqwabelene yokunikezwa kwesikhashana, kube nomthelela kumathrendi entengo ye-aluminium.

- Imikhiqizo ye-Aluminium/Ama-alloys: Isidingo esinamandla sigqamisa isidingo sokuthi amabhizinisi athuthukise ikhwalithi yomkhiqizo kanye nokuqanjwa kabusha kwezobuchwepheshe ukuze kugcinwe ukuncintisana phakathi komkhiqizo okhulayo.

Izinselele Zesikhathi esizayo

- Ukuvikelwa kwemvelo: Izidingo eziqinile zokuthuthukiswa kohlaza zizodinga ukutshalwa kwezimali okwandisiwe ekongiweni kwamandla, ukunciphisa ukungcola, nokukhiqiza okuhlanzekile.

- Ukuncintisana komhlaba wonke: Amabhizinisi e-aluminium aseShayina kufanele athuthukise amakhono obuchwepheshe kanye nekhwalithi yomkhiqizo ukuze andise isabelo semakethe yamazwe ngamazwe phakathi nokuncintisana okukhulayo emhlabeni jikelele.

Idatha yokuphuma kwe-Q1 2025 ibonisa ubungqabavu namandla weImboni ye-aluminium yaseChina, kuyilapho futhi ekhomba isiqondiso sentuthuko yesikhathi esizayo. Amabhizinisi kufanele aqaphe ngokucophelela ukuguquguquka kwezimakethe, abambe amathuba, futhi abhekane nezinselelo ukuze afinyelele ukukhula okuzinzile.