Kwanan nan, bayanan da Hukumar Kididdiga ta Kasa ta fitar sun bayyana abubuwan ci gaban da ake samuMasana'antar aluminum ta kasar Sina cikin kwata na farko na 2025. Bayanai sun nuna cewa fitowar duk manyan kayayyakin aluminum ya karu zuwa digiri daban-daban a cikin wannan lokacin, yana nuna yadda masana'antar ke aiki ta hanyar buƙatun kasuwa, haɓaka ƙarfin aiki, da sauran dalilai.

1. Alumina

A cikin watan Maris, yawan kayayyakin da ake fitarwa alumina na kasar Sin ya kai tan miliyan 7.475, wanda ya karu da kashi 10.3 cikin dari a duk shekara. Adadin da aka samu daga Janairu zuwa Maris ya kasance tan miliyan 22.596, karuwa a duk shekara da kashi 12.0%. A matsayin maɓalli mai mahimmanci don samar da aluminum na electrolytic, babban girma a cikin kayan aikin alumina yana fitowa daga abubuwa da yawa:

- Stable bauxite wadata: Haɓaka haɗin gwiwa tsakanin wasu yankuna da kamfanonin hakar ma'adinai sun tabbatar da ci gaba da samar da bauxite, samar da tushe mai tushe don samar da alumina.

- Ƙirƙirar fasaha: Wasu masu kera alumina sun inganta tsarin samarwa ta hanyar ci gaban fasaha, haɓaka ƙarfin amfani da haɓakar fitarwa.

2. Electrolytic Aluminum

A cikin Maris, kayan aikin aluminum na electrolytic ya kasance tan miliyan 3.746, karuwar shekara-shekara na 4.4%. Adadin da aka samu daga Janairu zuwa Maris ya kasance tan miliyan 11.066, karuwa a duk shekara na 3.2%. Duk da samun ci gaba a hankali idan aka kwatanta da alumina, wannan nasarar sanannen abu ne idan aka yi la'akari da ƙalubalen masana'antu a ƙarƙashin manufofin "dual carbon":

- Ƙuntataccen amfani da makamashi: Ƙuntataccen ƙuntatawa akan haɓaka ƙarfin aiki saboda "sarrafa biyu" na amfani da makamashi ya tilasta wa kamfanoni inganta ƙarfin da ake da su.

- Amintaccen makamashin kore: Yin amfani da makamashin kore a cikin samarwa ya rage farashi da ingantaccen aiki, yana ba da damar haɓakar fitarwa.

3. Aluminum Products

A cikin Maris, kayan aikin aluminum ya kai tan miliyan 5.982, karuwar shekara-shekara na 1.3%. Abubuwan da aka tara daga Janairu zuwa Maris ya kasance tan miliyan 15.405, haɓakar shekara-shekara na 1.3%, yana nuna tabbataccen buƙatun ƙasa:

- Bangaren gine-gine: Ci gaban abubuwan more rayuwa yana da tasirin bukatar aluminum gamikofofi/windows da kayan alumini na ado.

- Sashin masana'antu: Buƙatun masu nauyi a cikin kera motoci da na lantarki sun ƙara haɓaka buƙatun kayan aluminium.

4. Aluminum Alloys

Musamman ma, fitowar gami da aluminium ya karu cikin sauri, tare da fitowar Maris ya kai tan miliyan 1.655 (+16.2% YoY) da kuma yawan adadin ton miliyan 4.144 (+13.6% YoY) daga Janairu zuwa Maris. Sabuwar masana'antar makamashi (NEV) ce ke jagorantar wannan haɓaka:

- Buƙatar nauyi mai nauyi: NEVs suna buƙatar kayan nauyi don haɓaka kewayon, yin alluran aluminium masu dacewa don jikin abin hawa, cakuɗen baturi, da sauran abubuwan haɗin gwiwa. Yunƙurin samar da NEV ya haifar da buƙatun buƙatun aluminium kai tsaye.

Tasirin Kasuwa

- Alumina: Isasshen wadata na iya yin matsin lamba kan farashi, rage farashin albarkatun ƙasa don masu kera alumini na ƙasa amma haɓaka gasar masana'antu.

- Aluminum Electrolytic: Tsayayyen haɓakar fitarwa zai iya haifar da rarar wadata na ɗan lokaci, yana tasiri yanayin farashin aluminum.

- Aluminum Products / Alloys: Ƙarfin buƙatun yana nuna buƙatar kamfanoni don haɓaka ingancin samfuri da ƙirƙira fasaha don kula da gasa a cikin haɓakar fitarwa.

Kalubalen nan gaba

- Kariyar muhalli: Madaidaitan buƙatun ci gaban kore zai buƙaci ƙara saka hannun jari a cikin tanadin makamashi, rage hayaƙi, da samarwa mai tsabta.

- Gasar duniya: Dole ne kamfanonin aluminium na kasar Sin su inganta fasahar fasaha da ingancin samfur don fadada rabon kasuwar kasa da kasa yayin da ake kara kishiya a duniya.

Bayanan fitarwa na Q1 2025 yana nuna mahimmanci da yuwuwarMasana'antar aluminum ta kasar Sin, yayin da kuma ke nuna alkiblar ci gaban gaba. Kamata ya yi kamfanoni su sa ido sosai kan harkokin kasuwa, su yi amfani da damammaki, da magance kalubale don samun ci gaba mai dorewa.