Imiphumela yakamuva yemodeli yokuqapha inkomba yokuchuma yanyanga zonke embonini yokuncibilikisa i-aluminium yaseShayina ikhombisa ukuthi ngoNovemba 2025, inkomba yokuchuma embonini yokuncibilikisa i-aluminium yasekhaya yaqopha u-56.9, ukwanda kwamaphuzu angu-2.2% kusukela ngo-Okthoba, futhi yahlala ebangeni lokusebenza "elijwayelekile", okubonisa ukuqina kwentuthuko yemboni. Ngesikhathi esifanayo, izinkomba ezincane zibonise ukuthambekela kokwehluka: inkomba ehamba phambili yayingu-67.1, ukwehla kwamaphuzu angu-1.4% kusukela ngo-Okthoba; Inkomba yokuvumelana ifinyelele ku-122.3, ukwanda kwamaphuzu angu-3.3% kusukela ngo-Okthoba, okubonisa ukuthambekela okuhle ekusebenzeni kwemboni yamanje, kodwa nokwehla okuncane kokulindela ukukhula kwesikhathi esifushane esikhathini esizayo.

Kuyaqondakala ukuthi ohlelweni lwenkomba yokuchuma kwemboni yokuncibilikisa i-aluminium, inkomba ehamba phambili isetshenziswa kakhulu ukubikezela umkhuba wokushintsha kwamuva kwemboni, owakhiwa izinkomba ezinhlanu ezihamba phambili, okuyi-LME aluminium price, i-M2 (ukunikezwa kwemali), ukutshalwa kwezimali kwempahla engaguquki kumaphrojekthi okuncibilikisa i-aluminium, indawo yokuthengisa yezindlu zebhizinisi, kanye nokukhiqizwa kwamandla; Inkomba yokuvumelana ikhombisa ngqo isimo sokusebenza kwemboni samanje, ihlanganisa izinkomba zebhizinisi eziyinhloko njengokukhiqizwa kwe-aluminium nge-electrolytic, ukukhiqizwa kwe-alumina, imali engenayo yokusebenza kwebhizinisi, inzuzo ephelele, kanye nesambaukuthunyelwa kwe-aluminium kwamanye amazweUkwanda okukhulu kwenkomba yokuvumelana kulokhu kusho ukuthi ukukhiqizwa nokusebenza kwemboni yokuncibilikisa i-aluminium kubonise ukuthambekela okuhle ngoNovemba.

Ngokombono wezisekelo zemboni, ukusebenza okuzinzile kwemboni yokuncibilikisa i-aluminium ngoNovemba kwasekelwa ukusebenzisana phakathi kokunikezwa kanye nesidingo. Ngasohlangothini lokunikezwa, amandla okusebenza e-aluminium kagesi eShayina ahlala ezingeni eliphezulu. Nakuba yehle kancane ngo-3.5% ngenyanga yaya kumathani ayizigidi ezingu-44.06, umkhiqizo usafinyelele kumathani ayizigidi ezingu-3.615, ukwanda konyaka nonyaka okungu-0.9%; Ukukhiqizwa kwe-alumina kufinyelele kumathani ayizigidi ezingu-7.47, ukwehla ngo-4% uma kuqhathaniswa nesikhathi esedlule, kodwa kusafinyelele ukukhula konyaka nonyaka okungu-1.8%. Ijubane lokukhiqiza lemboni lilonke lihlale lizinzile. Ukusebenza kwentengo kuqinile, futhi ikusasa le-aluminium laseShanghai liguquguquka kakhulu ngoNovemba. Inkontileka enkulu ivale ku-21610 yuan/ton ekupheleni kwenyanga, ngokunyuka kwanyanga zonke okungu-1.5%, okunikeza ukwesekwa okuqinile kokuthuthukiswa kokusebenza kahle kwemboni.

Uhlangothi lwesidingo luveza izici zokwehluka kwesakhiwo futhi lube yithonya elibalulekile elisekela ukuchuma kwemboni. NgoNovemba, izinga lokusebenza lilonke lamabhizinisi okucubungula i-aluminium asekhaya ahlala ku-62%, nokusebenza okuvelele emikhakheni emisha ehlobene namandla: ama-oda e-foil yebhethri emkhakheni we-foil ye-aluminium ayebhukishwe ngokugcwele, kanti ezinye izinkampani zaze zashintsha umthamo wazo wokukhiqiza i-foil yokupakisha waya ekukhiqizeni i-foil yebhethri; Imigqa yokukhiqiza yamaphaneli ezimoto, amakesi ebhethri, neminye imikhiqizo ensimini ye-strip ye-aluminium isebenza ngokugcwele, ngokuphumelelayo iqeda isidingo esibuthakathaka emikhakheni yendabuko. Ngaphezu kwalokho, ukufika kwama-oda avela ku-State Grid kanye ne-Southern Power Grid kusekele ukwanda okuncane kwesilinganiso sokukhiqiza ikhebula le-aluminium ngamaphuzu angu-0.6% kuya ku-62%, okuhlanganisa indima esekelayo yohlangothi lwesidingo.

Abantu abangaphakathi embonini bakholelwa ukuthi ukwehla okuncane kwenkomba ehamba phambili kuthonywa kakhulu yimakethe yezindlu ecothayo kanye nokuguquguquka kokulindela kwesidingo somhlaba wonke. Njengenye yezinkomba ezihamba phambili, indawo yokuthengisa yezindlu zebhizinisi iyaqhubeka nokuba phansi, okucindezela isidingo samaphrofayili okwakha; Ngesikhathi esifanayo, ukukhathazeka ngesidingo se-aluminium yomhlaba wonke esibangelwa ijubane eliphansi lokululama komnotho waphesheya kwezilwandle nakho kuye kwabangela ukudonswa okuthile kwenkomba ehamba phambili. Kodwa-ke, isimo samanje senqubomgomo enkulu siyaqhubeka nokuthuthuka, futhi izinyathelo ezikhishwe yiMkhandlu Kahulumeni zokukhuthaza ukutshalwa kwezimali okuzimele kanye nenqubomgomo yezimali ehlakaniphile yebhange eliphakathi zinikeza ukwesekwa kwenqubomgomo okuzinzile kwentuthuko yesikhathi esiphakathi neside embonini yokuncibilikisa i-aluminium.

Uma sibheka phambili, abantu abangaphakathi embonini bakhombisa ukuthi nakuba ukwehla kwenkomba ehamba phambili kubonisa ukwehla okungenzeka kokukhula kwesikhathi esifushane, ukwanda kwenkomba yokuvumelana kuqinisekisa izisekelo eziqinile zokusebenza kwemboni yamanje. Ngokuhambisana nokusekelwa kokukhula kwesidingo sesikhathi eside okulethwe ukuthuthukiswa kwemboni entsha yamandla, imboni yokuncibilikisa i-aluminium kulindeleke ukuthi iqhubeke nokusebenza kahle ebangeni "elijwayelekile". Sidinga ukugxila emthonjeni ongaba khona wokulungiswa kwenqubomgomo yezindlu, izinguquko ekudingweni kwemakethe yaphesheya, kanye nokushintshashintsha kwamanani ezinto zokusetshenziswa embonini esikhathini esizayo.