Imboni eyinhloko ye-aluminium (i-electrolytic aluminium) yaseShayina ibonise ukuthambekela okuhlukile "kwezindleko ezikhuphukayo kanye nenzuzo ekhulayo" ngoNovemba 2025, ngokusho kokuhlaziywa kwezindleko nentengo okukhishwe yi-Antaike, isikhungo esiphambili socwaningo lwezinsimbi ezingenayo insimbi. Lokhu kuguquguquka okubili kunikeza ukuqonda okubalulekile kwabancibilikisi abaphezulu, abaprosesa abaphakathi (kufaka phakathiipuleti le-aluminium, ibha, kanye nethubhuabakhiqizi), kanye nabasebenzisi bokugcina abalandela ukuguquguquka kwemakethe.

Izibalo zika-Antaike zibonisa ukuthi isilinganiso sezindleko eziphelele (kufaka phakathi intela) ze-aluminium eyinhloko ngoNovemba sifinyelele ku-RMB 16,297 ngethani, sanda ngo-RMB 304 ngethani (noma u-1.9%) inyanga nenyanga (MoM). Okuphawulekayo ukuthi izindleko zihlale ziphansi ngo-RMB 3,489 ngethani (noma u-17.6%) unyaka nonyaka (YoY), okubonisa izinzuzo zezindleko eziqhubekayo kusukela ezikhathini zangaphambilini. Izici ezimbili ngokuyinhloko zaholela ekukhuphukeni kwezindleko zanyanga zonke: amanani aphezulu e-anode kanye nezindleko zikagesi eziphakeme. Kodwa-ke, ukwehla okuqhubekayo kwamanani e-alumina kwasebenza njengesilinganiso esincane, okunciphisa ukwanda kwezindleko iyonke. Idatha yentengo ye-spot ka-Antaike ikhombisa ukuthi intengo ye-spot ephakathi ye-alumina, into eluhlaza eyinhloko yokukhiqizwa kwe-aluminium eyinhloko, yehle ngo-RMB 97 ngethani (noma u-3.3%) MoM yaya ku-RMB 2,877 ngethani ngesikhathi somjikelezo wokuthengwa kwezinto zokusetshenziswa ngoNovemba.

Izindleko zikagesi, okuyingxenye enkulu yezindleko eziyinhloko zokukhiqiza i-aluminium, zibone ukwenyuka okuphawulekayo. Ukunyuka kwamanani amalahle kwakhuphula izindleko zikagesi ozikhiqizela zona emishinini yokuncibilikisa, kanti ukungena kweningizimu yeShayina esizini eyomile kwaholela ekwenyukeni okuphawulekayo kwezindleko zikagesi wegridi. Ngenxa yalokho,izindleko zikagesi eziphelele(kufaka phakathi intela) embonini eyinhloko ye-aluminium ikhuphuke ngo-RMB 0.03 nge-kWh MoM yaya ku-RMB 0.417 nge-kWh ngoNovemba. Phakathi naleso sikhathi, amanani e-anode abhakiwe kusengaphambili, omunye umshayeli wezindleko oyinhloko, aqhubeke nomzila wawo wokutakula. Ngemva kokwehla ngoSepthemba, amanani e-anode akhuphuke izinyanga ezintathu zilandelana, kanti ubukhulu bokukhula bukhula inyanga nenyanga, ikakhulukazi ngenxa yezindleko eziphakeme ze-petroleum coke, into ebalulekile yokukhiqiza i-anode.

Naphezu kokwenyuka kwezindleko, umbono wenzuzo yemakethe ye-aluminium eyinhloko uthuthukile njengoba ukukhuphuka kwentengo kudlula izindleko kukhuphuka. Intengo ejwayelekile yenkontileka eqhubekayo ye-Shanghai Aluminium (SHFE Al) ikhuphuke ngo-RMB 492 ngethani MoM yaya ku-RMB 21,545 ngethani ngoNovemba. U-Antaike ulinganisela ukuthi inzuzo ejwayelekile ngethani le-aluminium eyinhloko ime ku-RMB 5,248 ngoNovemba (kungafakwanga intela eyengeziwe kanye nentela yengeniso yenkampani, uma kubhekwa amazinga entela ahlukahlukene kuzo zonke izifunda), okumelela ukukhuphuka kwe-MoM okungu-RMB 188 ngethani. Lokhu kwaphawula inzuzo eqhubekayo yemboni, isignali enhle yochungechunge lonke lokuhlinzekwa kwe-aluminium, kusukela kubancibilikisi abaqinisekisa ukuzinza kokukhiqiza kuya kubacubunguli be-aluminium (njengalabo abasebenza ekushiseni i-aluminium) nokwenza ngcono amasu okuthenga izinto zokusetshenziswa.

Kwamabhizinisi agxile kuipuleti le-aluminium, ibha, ishubhuukukhiqiza, kanye nokukhiqiza, lokhu kuguquguquka kwenzuzo yezindleko kugcizelela ukubaluleka kokulandelela eduze amanani akhuphukayo kanye nokuguquguquka kwezindleko ukuze kulinganiswe izindleko zokukhiqiza kanye namanani omkhiqizo, ngaleyo ndlela kugcinwe ukuncintisana kokubili ezimakethe zasekhaya nezamazwe ngamazwe.