1. Zuba jari hauka da fasaha haɓakawa: da tushe dabaru na masana'antu fadada

Bisa kididdigar da aka samu daga kungiyar masana'antun karafa ta kasar Sin, ma'aunin zuba jari na narkar aluminium a watan Afrilu ya yi tsalle zuwa 172.5, wani gagarumin karuwa idan aka kwatanta da watan da ya gabata, wanda ke nuna muhimman kwatance uku na shimfida dabarun kasuwanci.

Ƙarfin wutar lantarki na kore: Tare da zurfafa manufa ta "dual carbon", gina gine-ginen aluminum na ruwa a Yunnan, Guangxi da sauran yankuna yana haɓaka, kuma farashin wutar lantarki ya kai 0.28 yuan / kWh, yana inganta kamfanonin aluminum na electrolytic don canza ƙarfin samar da su zuwa yankunan ƙananan carbon. Misali, wani kamfanin aluminium da ke Shandong ya karkata karfin samar da kayayyakinsa zuwa Yunnan, inda ya samu raguwar farashin yuan 300 kan ko wanne tan na aluminum.

Babban canjin fasaha na ƙarshe: Kamfanoni suna haɓaka saka hannun jari a cikin kayan aiki don 6 μm ultra-bakin baturi na aluminum,aerospace aluminum, da sauran fagage. Alal misali, fasahar motsa jiki ta lantarki ta ƙara yawan amfanin ƙasa na 8 μm aluminum foil zuwa 92%, kuma babban ribar ribar samfuran da aka ƙara darajar ya wuce 40%.

Ƙarfafa ƙarfin juriya ga sarkar samar da kayayyaki: Dangane da rikice-rikicen kasuwanci na duniya, manyan kamfanoni sun tsara hanyar sadarwa ta sake yin amfani da aluminum a kudu maso gabashin Asiya, tare da rage farashin albarkatun ƙasa da kashi 15%, yayin da "da'irar samar da wutar lantarki na rabin sa'a" ta cikin gida ta rage farashin kayan aiki da yuan 120 / ton.

2. Bambance-bambancen samarwa: wasan tsakanin haɓaka samar da aluminum electrolytic da rage yawan samar da alumina

Fihirisar samar da aluminium na lantarki ya tashi zuwa 22.9 (+ 1.4%) a watan Afrilu, yayin da ma'aunin samar da alumina ya ragu zuwa 52.5 (-4.9%), yana gabatar da manyan sabani uku a cikin samarwa da tsarin buƙatu.

Ribar da ake amfani da ita ta hanyar wutar lantarki: Ribar kowace ton na aluminum ta kasance sama da yuan 3000, yana ƙarfafa masana'antu don ci gaba da samarwa (kamar Guangxi da Sichuan) da sakin sabon ƙarfin samarwa (a Qinghai da Yunnan), tare da ƙarfin aiki na tan miliyan 43.83 da ƙimar aiki sama da 96%.

Rational dawowar farashin alumina: Bayan shekara-shekara karuwa na 39.9% a alumina farashin a 2024, da aiki rates a Shanxi, Henan da sauran wurare ya ragu da 3-6 kashi a cikin Afrilu saboda saki na kasashen waje samar iya aiki (sabon ma'adinai yankunan a Guinea) da kuma kula da gida high cost Enterprises, easing farashin.

Ma'auni mai ƙarfi na ƙididdigewa: Ƙarƙashin ƙididdiga na zamantakewar al'umma na electrolytic aluminum yana haɓakawa (ƙididdigar ƙididdiga ta ragu da ton 30000 a watan Afrilu), yayin da rarrabawar alumina ke kwance, kuma farashin tabo ya ci gaba da ƙasa, wanda ya haifar da sake rarraba ribar sama da ƙasa.

3. Riba Tsalle: Ƙarfi don haɓakar kudaden shiga na 4% da karuwar riba na 37.6%

Babban kudaden shiga na kasuwanci da ribar masana'antar narkewar aluminium sun karu, kuma babban ƙarfin tuƙi yana cikin.

Haɓaka tsarin samfur: Yawan kayan aikin aluminum masu tsayi ya karu (kamar karuwar 206% a cikin tallace-tallace na sababbin baturin baturi na makamashi), ƙaddamar da matsa lamba na ƙasa akan fitarwa (fidefin fitarwa na aluminum ya ragu zuwa -88.0).

Juyin sarrafa farashi: Koren wutar lantarki yana maye gurbin wutar lantarki don rage yawan farashin makamashi da kashi 15%, kuma fasahar sake amfani da aluminum na sharar fage yana tabbatar da babban ribar 25% na aluminum da aka sake fa'ida (8% sama da aluminum electrolytic).

Sakamakon Sikelin Sikeli: Manyan masana'antu sun cimma haɗin gwiwar sarrafa alumina electrolytic aluminum ta hanyar haɗaka da siye (kamar Zhongfu Industrial's sayan ƙarfin samar da aluminium electrolytic), rage farashin rukunin da kashi 10%.

4. Hatsari da Kalubale: Abubuwan da ke ɓoye a ƙarƙashin Babban Girma

Ƙarshen ƙarancin ƙarfi: Yawan aiki na foil na al'ada na al'ada sama da 10 μm bai wuce 60% ba, kuma yaƙin farashin yana damfara ribar riba.

Canjin canjin fasaha: Dogaro da manyan injinan birgima da aka shigo da su ya zarce 60%, kuma gazawar ƙimar gyara kayan aiki ya kai 40%, wanda zai iya rasa lokacin taga fasaha.

Rashin tabbas na siyasa: Kakaba harajin da Amurka ta yi daga kashi 34% zuwa 145% kan kasar Sin ya haifar da sauyin yanayi a farashin aluminium (wanda Lunan Aluminum ya fadi zuwa yuan/ton 19530 a lokaci guda), yana matsa lamba kan kamfanoni masu dogaro da kai.

5. hangen nesa na gaba: daga "faɗaɗɗen sikelin" zuwa "tsalle mai inganci"

Sake fasalin Ƙarfin Yanki: Tushen wutar lantarki a Yunnan, Guangxi, da sauran yankuna na iya wuce kashi 40 cikin ɗari na ƙarfin samar da su nan da shekarar 2030, suna kafa masana'antar rufaffiyar "sake yin amfani da wutar lantarki mai ƙarfi na aluminum".

Ci gaban shingaye na fasaha: Ƙimar ƙirar aluminum da ke ƙasa da 8 μm an haɓaka zuwa 80%, kuma fasahar narkewar hydrogen na iya rage hayakin carbon da ton na aluminum da 70%.

Tsarin Duniya na Duniya: Dangane da RCEP, zurfafa hadin gwiwa a kudu maso gabashin Asiya bauxite da gina layin kan iyaka na "Smelting ASEAN sarrafa tallace-tallace na duniya".