1. Ukushintshashintsha Kwezindleko zikagesi: Umthelela Okabili Wemikhawulo Yamanani Anethezeka kanye Nokuhlelwa Kabusha Kwezindlela Zokulawula Ukuphakama Okuphakeme

Umthelela oqondile wokuxegiswa kwemikhawulo yamanani emakethe yendawo

Ingozi yokukhuphuka kwezindleko: Njengemboni evamile edla amandla aphezulu (enezindleko zikagesi ezibalelwa ku-30%~40%), ukuncibilikiswa kwe-aluminium kungase kuhlangabezane nokwenyuka kwamanani kagesi phakathi namahora aphakeme ngemva kokuxegiswa kwemikhawulo yentengo yemakethe, okukhuphula ngokuqondile izindleko zokukhiqiza.

Indawo ye-Arbitrage iyabonakala: amanani kagesi angase ehle ngezikhathi zokungasebenzi ngenxa yokwenyuka kwamakhono okulawula imakethe, ukuhlinzekaizinkampani ze-aluminiumngamathuba okukhiqiza ngokushintshashintsha kanye nokunciphisa izindleko zizonke.

Umthelela osobala wokuhlanganisa imisebenzi yokushefa okuphezulu

Ukuphuma kwemakethe yezinsiza ezisizayo: Ngemva kokumiswa kokushefa okuphezulu, ukushefa okuphezulu nezinye izimakethe, izinkampani ze-aluminium zingase zingakwazi ukuthola isinxephezelo ngokubamba iqhaza ezinsizakalweni ezisizayo futhi zidinga ukuhlola kabusha amasu azo okuthola amandla.

Amanani ahamba phambili emakethe ye-Spot: Isidingo sokushefa okuphezulu sizoqondiswa amasignali entengo kagesi wemakethe, futhi izinkampani ze-aluminium zidinga ukusungula indlela yokuphendula intengo kagesi eguquguqukayo, njengokuzinzisa ukuguquguquka kwezindleko ngokusebenzisa izikhungo zokugcina amandla noma ukuphathwa kwesidingo sohlangothi.

2. Ukuguqulwa Kokukhiqiza kanye Nendlela Yokusebenza: Ukusuka Ekuguquleni Okungajwayelekile kuye Ekuthuthukiseni Okusebenzayo

Isidingo sokwandisa ukuguquguquka ekuhleleni ukukhiqiza

Amandla e-arbitrage esigodini esiphezulu: Izinkampani ze-aluminium zingathuthukisa isu lokuqala lokumisa amaseli e-electrolytic, zikhuphule ukukhiqizwa ngezikhathi zamanani aphansi kagesi futhi zinciphise ukukhiqizwa ngezikhathi zamanani aphezulu kagesi, kodwa zidinga ukulinganisela isikhathi sokuphila nokusebenza kahle kwamandla kwamaseli e-electrolytic.

Isidingo soshintsho lobuchwepheshe: Ubuchwepheshe obuphansi be-carbon aluminium electrolysis obuvela kumabhizinisi afana ne-China Aluminium International (njengokwelula impilo yamaseli e-electrolytic kanye nokunciphisa ukusetshenziswa kwamandla) kuzoba ukhiye wokubhekana nokuguquguquka kwentengo kagesi.

Ukuthengwa kukagesi oluhlaza kanye nokuxhumanisa izindleko zekhabhoni

Ukuqinisa ingqondo ye-premium kagesi we-aluminium ohlaza: Ngaphansi kokukhuthazwa kwenqubomgomo, inzuzo ye-carbon footprint ye-aluminium kagesi oluhlaza izobaluleka kakhulu. Izinkampani ze-aluminium zinganciphisa ubungozi be-carbon tariff futhi zithuthukise amakhono e-premium yomkhiqizo ngokuthenga ugesi oluhlaza.

Inani lokuhweba ngezitifiketi eziluhlaza liyagqanyiswa: “njengesitifiketi sikamazisi” sokusetshenziswa kukagesi oluhlaza, noma sixhunywe emakethe yekhabhoni, izinkampani ze-aluminium zingakwazi ukukhokha izindleko zokukhishwa kwekhabhoni ngokuhweba ngezitifiketi eziluhlaza.

3. Ukulungisa kabusha isimo sokuncintisana sochungechunge lwezimboni

Ukwehlukana kwesifunda kuyaqina

Izifunda ezithuthukisiwe emakethe yendawo kagesi: izinkampani ze-aluminium ezisezindaweni ezinothile ngophehlwa ngamanzi njenge-Yunnan ne-Sichuan zingase zandise isabelo sazo semakethe ngokusebenzisa inzuzo yamanani aphansi kagesi, kuyilapho izingcindezi zezindleko zenyuka ezifundeni ezithembele kakhulu emandleni ashisayo.

Amabhizinisi ezitshalo eziphehla ugesi: Amabhizinisi e-aluminium anezimboni zamandla okuzenzela (njenge-Weiqiao Entrepreneurship) adinga ukuhlola kabusha ukuncintisana kwezindleko zokuphehla ugesi kanye nezintengo zikagesi ezimakethe.

Ukugxila embonini kwenyukile

Ukukhulisa izithiyo zobuchwepheshe: Ukukhuthazwa kobuchwepheshe be-electrolysis ye-aluminium enekhabhoni ephansi kuzosheshisa ukushintshwa kwemboni, futhi amabhizinisi amancane naphakathi nendawo anobuchwepheshe be-aluminium angase asuswe, kuqhubeke kugxiliswe isabelo semakethe samabhizinisi aphezulu.

Ukwenyuka kwezindleko zekhephithali: Ukuguqulwa kobuchwepheshe bamaseli e-electrolytic, ukusekela izindawo zokugcina amandla, njll. kudinga ukutshalwa kwezimali okubalulekile, noma ukukhuthaza izinkampani ze-aluminium ukuthi zihlanganise izinsiza ngokuhlanganisa nokutholwa.

4. Ukusabela kwenqubomgomo kanye nezimo zemboni

Isu lesikhathi esifushane: ukulawulwa kwezindleko kanye nothango

Ukwenziwa ngcono kwezinkontileka zokuthengwa kukagesi: Ukusayina izivumelwano zamandla aphakathi nendawo kanye nezesikhathi eside ukuze kuvalwe ukusetshenziswa kukagesi okuyisisekelo, nokubamba iqhaza ekuxazululeni izinkinga ezimakethe ezikhona ngogesi owengeziwe.

Ukuvikela ithuluzi lezezimali: ukusebenzisa okuphuma kokunye okufana nekusasa likagesi nezinketho zokulawula ubungozi bentengo kagesi.

Isakhiwo sesikhathi eside: ukuguqulwa okuluhlaza kanye nokuphindaphinda kwezobuchwepheshe

Ukwandiswa kwamandla okukhiqiza i-aluminium eluhlaza: ukusekela amaphrojekthi amasha okukhiqiza amandla (njengama-photovoltaics namandla omoya), ukwakha uchungechunge lwezimboni oludidiyelwe "lwekhabhoni kagesi we-aluminium".

Ukusungulwa komzila wezobuchwepheshe: Ukuthuthukisa ubuchwepheshe obuphazamisayo obufana ne-inert anode kanye ne-carbon free electrolysis ukuze kuqhutshekwe kuncishiswe ukusetshenziswa kwamandla nokukhipha umoya.

5. Izinselelo namathuba akhona, okuphoqa imboni ukuthi ithuthuke

Inqubomgomo, ngokuhlelwa kabusha kwendlela yemakethe kagesi, inomthelela okabili embonini ye-aluminium “yezindleko zokuphusha+ukushayela okuluhlaza”. Esikhathini esifushane, ukuguquguquka kwentengo kagesi kungase kucindezele ama-margins enzuzo, kodwa ngokuhamba kwesikhathi, kuzosheshisa uguquko lwemboni oluya ezindleleni ezinekhabhoni ephansi nezisebenza kahle. Izinkampani ze-Aluminium zidinga ukuzivumelanisa ngokuqhubekayo nezinguquko zemithetho futhi ziguqule izingcindezi zenqubomgomo zibe izinzuzo zokuncintisana ngokusungula izinto ezintsha zobuchwepheshe, ukuthengwa kwamandla aluhlaza, kanye nokuphatha okucolisisiwe.