Ngo-2024, ngaphansi kwethonya elimbaxambili lephethini yezomnotho yomhlaba kanye nenqubomgomo yenqubomgomo yasekhaya, imboni ye-aluminium yaseChina ikhombisile isimo sokusebenza esiyinkimbinkimbi futhi esishintshayo. Kukonke, usayizi wemakethe uyaqhubeka ukwandisa, futhi ukukhiqizwa kanye nokukhiqizwa kwe-aluminium kuqhubeke ukukhula, kepha izinga lokukhula selishintshile. Ngakolunye uhlangothi, eqhutshwa yisidingo esinamandla sezimoto ezintsha zamandla, ama-Photovoltaic, amandla kagesi nezinye izinkambu, uhla lwesicelo se-aluminium luyaqhubeka ukwandisa, ukujova umfutho omusha ekuthuthukisweni komkhakha; Ngakolunye uhlangothi, ukwehla kwemakethe yezezakhiwo kufake ingcindezi yesidingo se-aluminium emkhakheni wezokwakha. Ukuguquguquka kwemboni ye-aluminium kuzinguquko zemakethe, amasu okuphendula ekushintshashintsheni okungajwayelekile kumanani abonakalayo abonakalayo, kanye nemizamo yokungenisa ngaphakathi kwezidingo ezinzima ze-Green and Low-carbon asahlolwa futhi aqiniswe kancane kancane. Ukuvela kokukhiqizwa kwekhwalithi entsha yomkhakha akukezwanga nezidingo zokuthuthukiswa komkhakha, kanti imboni ye-aluminium ibhekene nezinselelo eziningi.
Ukuhlaziywa Kwemakethe Yezimboni ze-1.Aluminum
Umsindona
NgoJuni 2024, okuphumayo kwakungu-7.193 million amathani, ukukhuphuka konyaka ka-1.4% ngonyaka, futhi kwanda kwenyanga-inyanga nenyanga bekulinganiselwe. Ezingxenyeni ezilandelayo zokuqalisa kabusha komthamo okukhiqizwa okukhishwe, umkhiqizo omusha e-Interner Mongolia angadedelwa kancane kancane, futhi amandla okusebenza alondoloze umkhuba owandayo.
Ngo-2024, intengo ka-Alumina iyashintshashintsha ngokujulile, ibonisa izici ezisobala ezifakiwe. Engxenyeni yokuqala yonyaka, intengo yonke ikhombisa ukuthambekela okuphezulu, okuvela kuJanuwari kuya kuMay, intengo ka-Alumina yavuka cishe ngo-3,000 yuan / ton ekuqaleni konyaka kuya ku-yuan / ton , ukukhuphuka okungaphezulu kwama-30%. Isizathu esiyinhloko sokunyuka kwamanani kulesi sigaba ukuhlinzekwa okuqinile kwe-bauxite yasekhaya, okuholela ekukhiqizweni kwezindleko eziphakeme ze-alumina.
Ukukhuphuka okubukhali e-Alumina Amanani anengcindezi enkulu ngezindleko ze-Aluminium Enterporis ye-DownStream. Ukukhiqiza i-1 Ton ye-Electrolytic Aluminium edinga ukusebenzisa amathani ayi-1.925 wokubala kwe-alumina, amanani e-alumina akhuphuka ama-1000 yun / ton, izindleko zokukhiqiza i-electrolytic aluminium zizokwanda cishe ngo-1925 yuan / ton. Ephendula ingcindezi yezindleko, amanye amabhizinisi we-electrolytic aluminium aqala ukunciphisa ukukhiqizwa noma ukwehlisa ukuqaliswa kabusha kohlelo lokukhiqiza, njengesifundazwe saseHenan, eGuangxi, i-ChoizHou, ukubekezela, amaChongQou, ama-Chooning abiza ezinye izindawo eChina amemezele ukweqisa , Tank Stop noma wehlise kabusha ukuqala kabusha kokukhiqizwa.
I-electrolytic aluminium
Ngo-2022, umthamo wokukhiqiza wawungamathani ayizigidi ezingama-43, esisondele kulayini obomvu ophahleni. Kusukela ngo-December 2024, umthamo osebenzayo we-Electrolytic Aluminium embonini ye-Electrolytic Aluminium yaseChina kwakungamathani angama-43,584,000, kwandiswa amathani ayizigidi eziyi-1.506, uma kuqhathaniswa namathani okukhiqiza angu-2020 wasondela 'ophahleni' lwamathani ayizigidi ezingama-45 omthamo wokukhiqiza. Ukuqaliswa kwale nqubomgomo kubaluleke kakhulu ekuthuthukisweni kwesikhathi eside komkhakha we-electrolytic aluminium. Kuyasiza ukulawula ukweqisa embonini, kugweme ukuncintisana okunonya, futhi kukhuthaze ukuthuthukiswa komkhakha osezingeni eliphakeme, eliluhlaza nesimeme. Ngokuqeda amandla okukhiqiza emuva kanye nokwenza ngcono ukusebenza kwamandla, amabhizinisi akhuthazwe ukuthi akhuphule ubuchwepheshe obusha kanye nokutshalwa kwezimali ngokulondolozwa kwamandla nokuncishiswa kwemboni, futhi athuthukise ukuncintisana okuphelele komkhakha.
Ukucutshungulwa kwe-Aluminium
Ngokwephuculwa kwezidingo ezingasindi ezimbonini ezahlukahlukene, isidingo semikhiqizo esetshenzisiwe ye-aluminium siyaqhubeka nokwanda, futhi imikhiqizo ikhula ngendlela yokuphela kokuphela, okuhlakaniphile nokuvikelwa kwemvelo. Ensimini yokwakha, naphezu kokushawa phansi kwemakethe yezezakhiwo, iminyango ye-aluminium namawindows, izindonga zamakhethini neminye imikhiqizo isenokufunwa ezinzile ezakhiweni ezintsha zentengiso, amaphrojekthi wokuhlanza aphezulu. Ngokusho kwezibalo, inani le-aluminium elisetshenziswe embonini yezokwakha elingaba ngu-28% wokusetshenziswa kwe-aluminium. Emkhakheni wezokuhamba, ikakhulukazi ukuthuthukiswa okusheshayo kwezimoto ezintsha zamandla, isidingo sezinto zokwenza izinto ze-aluminium zikhombise umfutho wokukhula oqinile. Ngokusheshisa kwenqubo engasindi yemoto, i-aluminium alloy isetshenziswa kabanzi ekwakhiweni komzimba, i-Wheel Hub, i-Battery Tray nezinye izingxenye. Ukuthatha imoto entsha yamandla njengesibonelo, inani le-aluminium elisetshenziswe emzimbeni walo lidlula ama-400 kg / imoto, elikhuliswe kakhulu ngokuqhathaniswa nezimoto zikaphethiloli zendabuko. Ngaphezu kwalokho, isidingo sabaqhubi be-aluminium, ama-radiators we-aluminium neminye imikhiqizo embonini yamandla futhi akhuphuke ngokuqinile ngokwakhiwa nokwenziwa ngcono kwegridi yamandla.
I-aluminium eyenziwe kabusha
Eminyakeni yamuva nje, ukukhiqizwa kuqhubekile nokukhuphuka, 2024 unyaka wonke we-aluminium we-China asetshenziswe kabusha, futhi ukukhiqizwa kwe-aluminium yonyaka kuphule uphawu lwamathani ayizigidi eziyi-10, kufinyelela amathani ayizigidi ezingama-10,55 ye-aluminium eyenziwe kabusha e-aluminium eyisisekelo ibicishe ibe ngu-1: 4. Kodwa-ke, ukuvumelanisa kwe-aluminium imfucuza, umthombo wokuthuthuka kwe-aluminium esetshenzisiwe, awekho nethemba.
Ukuthuthukiswa komkhakha we-aluminium ovuselelwe kabusha kuncike kakhulu ekuhlinzekweni kwezinto zokwakha imfucumfucu ye-aluminium, kanye nokuhlinzekwa kwezinto ezisetshenziswayo ze-aluminium eluhlaza eChina zibhekene nesimo esinzima. Uhlelo lwe-Aluminium Waste Recycling aluphelele, yize izinga lokuthola imfucuza elidala laseChina kwezinye izindawo ezisezingeni eliphakeme lomhlaba, njengamathini e-Aluminium Waste Recycling angafinyelela ngo-100%, i-Aluminium Waste Recycling ingafinyelela ku-90%, inkambu yokuhamba ngezimoto ngu-87%, kepha izinga lokubuyisa lisadinga ukwenziwa ngcono, ikakhulukazi ngoba iziteshi eziphindaphindeka zihlakazekile futhi zingejwayelekile, inani elikhulu yezinsizakusebenza ze-aluminium azenziwe kabusha ngempumelelo.
Ukulungiswa kwenqubomgomo yokungenisa nakho kube nomthelela omkhulu ekuhlinzekweni kwezinto ezisetshenziswayo ze-aluminium eluhlaza. Eminyakeni yamuva, iChina isebenzise izindlela zokulawula eziqinile ekungeniseni i-Aluminium ye-Scrap ukuqinisa ukuvikela kwezemvelo kanye nokuphathwa kwezinsiza. Lokhu kuholele ekushintshashintsheni okukhulu ekungenisweni kwezinto ezisetshenziswayo ze-Aluminium Allum Aloy kokuhlinzekwa.
I-2.Aluminum Imboni Yezimboni Imakethe Imakethe
I-Aluminium Oxide
Ngo-2025, kuzoba nomthamo omusha wokukhiqiza, ngokwanda okucishe kube yi-13%, kuhlanganiswe kungenzeka ukuthi izimayini ezingeniswayo zingase zinciphise izimayini zasekhaya zaseChina, kanye nokulungiswa kwenqubomgomo yezezimali yentela ye-aluminium kuzocindezela ukwanda kokufunwa, Futhi intengo izowela ngethuba eliphakeme. Ukuphakelwa okwengeziwe: Umthamo omusha we-Alumina wokukhiqiza ngo-2025 ungafinyelela amathani ayizigidi eziyi-13,2, futhi amandla okukhiqiza aphesheya kulindeleke ukuthi akhuphuke amathani angama-5.1 ayizigidi ezi-202. , kanti intengo yawa kancane kancane.
I-electrolytic aluminium
Umthamo wokukhiqiza wohlangothi lokuhlinzekwa usufinyelele ophahleni, kungenzeka ukuthi ukukhiqizwa okwandayo kuphansi kakhulu, ukukhiqizwa kwaphesheya kwezilwandle kuyathinteka ngezinto ezahlukahlukene, futhi ukukhiqizwa akunakwenziwa kahle. Ohlangothini olufunwayo, ngaphezu konyaka olwabunyaka yonke ngokufunwa kwezezakhiwo, ezinye izifuba ezibulalayo zikhombise ukusebenza okukhanyayo, ikakhulukazi emkhakheni we-New Energy Energy Funal COURGE, kanye nokufunwa komhlaba wonke kugcinwe kulinganisela okuqinile; Amandla okukhiqiza asekhaya asondele emugqeni obomvu, inani lamathani angama-450,000 omthamo omusha wasekhaya wasekhaya angatshalwa ngo-2025, kanti phesheya kwezilwandle kulindeleke ukuthi afake amathani angama-820,000 omthamo omusha ngaphansi kwesimo sokukhiqiza ngaphansi kwe-2.3% ngokuqhathaniswa ne 2024. Ukukhula kwesidingo: Isakhiwo se-Downstream Funch siguqukile kakhulu, umthelela wempahla yezakhiwo yendabuko ubuthakathaka, futhi ukufunwa okusha okuphethwe yi-Photovoltaic kanye nezimoto ezintsha zamandla kulindeleke ube ngaphansi kwamathani angama-260,000 wama-aluminium we-electrolytic aflectytic aclevinum ngo-2025. Ukukhuphuka kwamanani entengo Uhla lwamanani kulindeleke ukuthi kube ngu-20,000-21,000 yuan / ton.
Ukucutshungulwa kwe-Aluminium
Ngokuthuthuka okusheshayo kwezimoto ezintsha zamandla, imboni ye-Photovoltaic kanye nokuthandwa kobuchwepheshe be-5G, isidingo semikhiqizo esetshenzisiwe ye-aluminium sizoqhubeka nokwanda futhi kulindeleke ukuthi silondoloze umkhuba wokukhula okuzinzile. Ukunwetshwa kosayizi bemakethe: Usayizi wemakethe kulindeleke ukuthi afinyelele ku-1 trillion yuan, kanye nesidingo sezimoto ezintsha ze-Energy, i-Photovoltaic, i-3c nekhaya elihlakaniphile liqinile. Ukuthuthukiswa komkhiqizo: Umkhiqizo uqhubekela ekusebenzeni okuphezulu, okungasindi futhi okusebenzayo, kanye nocwaningo kanye nokwakhiwa kwezinto eziphakeme kakhulu kanye nomsebenzi okhethekile we-aluminium alloy. Intuthuko yezobuchwepheshe: I-Entelligent, ezenzakalelayo emishini yokutshala imali, ukukhiqizwa kokulawulwa, ukuthuthukisa ukusebenza kahle nekhwalithi, ukubambisana kokucwaninga kwekhwalithi ukukhuthaza inqubekela phambili yezobuchwepheshe.
I-aluminium eyenziwe kabusha
Ukufaka isikhathi sokukhula, izimoto ezihlukaniswe / ezihlakazekile zifaka isikhathi esilinganiselwe, futhi imakethe inamathemba abanzi, kepha njengamanje abhekene nezinkinga ezifana nenani elinganele lesikhala esingenisiwe, i-Card Market Lita- futhi-bheka imizwa, futhi yokusungula okunganele. Ukukhula Kwemikhiqizo: Ngokusho kwegatsha elenziwe elenziwe nge-China angewona amathanga e-China angewona izinsimbi, kuzofinyelela amathani ayizigidi eziyi-11.35 ngonyaka we-2025. Ezinkambeni zezinhlelo zokusebenza ezintsha, ezokwakha, ama-elekthronikhi nezinye izinhlelo zokusebenza kuzoqhubeka ukunweba , ezinjengezimoto ezintsha zamandla ekufuneni ngcono kwe-mileage, inani elikhulu le-aluminium alloy eliphindaphindwayo ukunciphisa isisindo somzimba. Ukwanda Kwezimboni Ukuhlushwa: Ngaphansi kokwandiswa okuthe xaxa kwamakhono amakhulu okukhiqiza kanye nemikhuba yezimboni, amanye amabhizinisi amancane azoqedwa yimakethe, futhi amabhizinisi amathuba azosuswa yimiphumela, anciphise izindleko, futhi aqinise ukuncintisana kwemakethe.
Ukuhlaziywa kwe-3.strategy
Umsindona: Ibhizinisi lokukhiqiza lingakhulisa ukusungula ngendlela efanele lapho intengo iphezulu, lindela intengo iwele bese iphinda ibe yimikhumbi; Abahwebi bangacabanga ukuthatha izikhundla ezimfushane ngaphambi kokuba amanani awela uthayela ngemakethe yesikhathi esizayo futhi akhiye inzuzo.
I-electrolytic aluminium: Amabhizinisi Okukhiqiza anganaka ukukhula kwesidingo ezindaweni ezifumile njengamandla amasha, lungisa ukwakheka komkhiqizo, futhi wandise ukukhiqizwa kwemikhiqizo ehlobene; Abatshalizimali bangathenga izinkontileka zesikhathi esizayo lapho amanani ephansi futhi abathengise lapho amanani ephakeme ngokwesimo seMacroeconomic kanye nokunikezwa kwemakethe kanye nezinguquko.
Ukucutshungulwa kwe-Aluminium: Amabhizinisi kufanele aqinise ukuqonda kwezobuchwepheshe kanye nocwaningo lomkhiqizo kanye nokuthuthuka, athuthukise inani lentengo yomkhiqizo kanye nokuncintisana kwemakethe; Ukunwebisa izimakethe ezivelayo ezisheshayo, njengezimoto ezintsha zamandla, i-aerospace, imininingwane kagesi kanye nezinye izinkambu; Qinisekisa ukubambisana namabhizinisi aphezulu nawokwehla komfula ukusungula i-applyle
Isikhathi Sokuthumela: Feb-03-2025
