1. Kupengereka kwekudyara uye kuvandudza tekinoroji: pfungwa yekuwedzera kwemaindasitiri

Zvinoenderana nedata kubva kuChina Nonferrous Metals Industry Association, iyo index yekudyara yekunyungudutsa aluminium muna Kubvumbi yakakwira kusvika 172.5, kuwedzera kukuru kana kuchienzaniswa nemwedzi wapfuura, ichiratidza matatu epakati madhairekitori emabhizinesi ehurongwa hwekuita.

Kuwedzera simba reGreen power: Nekudzika kwechinangwa che "dual carbon", kuvakwa kwehydropower aluminum base muYunnan, Guangxi nemamwe matunhu kuri kukurumidza, uye mutengo wemagetsi egirinhi wakaderera kusvika pa0.28 yuan/kWh, kusimudzira mabhizinesi ealuminium eelectrolytic kuti achinje simba rawo rekugadzira kunzvimbo dzine kabhoni shoma. Semuenzaniso, imwe kambani yealuminium muShandong yakashandura simba rayo rekugadzira kuYunnan, zvichiita kuderedza mutengo we300 yuan patani yealuminium.

Shanduko yepamusoro yetekinoroji: Mabhizinesi anowedzera mari mumidziyo ye6 μ m Ultra-yakaonda bhatiri aluminium foil,aerospace aluminium, nemimwe minda. Semuenzaniso, tekinoroji yekukurudzira tekinoroji yakawedzera goho re8 μ m aluminium foil kusvika 92%, uye gross profit margin yemhando yepamusoro-yakawedzerwa zvigadzirwa yakapfuura 40%.

Kusimbaradza kusimba kwezvekutengesa zvinhu: Mukupindura kunetsana kwekutengeserana kwenyika dzepasi rose, mabhizinesi ari kutungamira akaisa network yekuSoutheast Asia yakadzokorodza aruminiyamu yekudzokorodza network, kuderedza mutengo wemidziyo ne15%, ukuwo "hafu yeawa yekugovera denderedzwa" yakapfupisa mitengo yezvinhu ne120 yuan/tani.

2. Kusiyanisa kwekugadzira: mutambo pakati pekuwedzera electrolytic aruminiyamu kugadzirwa uye kuderera kwealuminium kugadzirwa

Iyo electrolytic aluminiyamu yekugadzira index yakakwira kusvika 22.9 (+ 1.4%) muna Kubvumbi, ukuwo iyo alumina yekugadzira index yakaderera kusvika 52.5 (-4.9%), ichipa matatu makuru kupokana mukugovera uye kudiwa pateni.

Profit inofambiswa nearuminiyamu ye electrolytic: Pundutso patani imwe yealuminium inoramba iri pamusoro pe3000 yuan, ichikurudzira mabhizinesi kuti atangezve kugadzira (semuGuangxi neSichuan) uye kuburitsa hutsva hwekugadzira (muQinghai neYunnan), ine simba rekushandisa rematani 43.83 miriyoni uye chiyero chekushanda chinodarika 96%.

Rational kudzoka kwemitengo yealuminium: Mushure mekuwedzera kwegore negore kwe39,9% mumitengo yealuminium muna 2024, maitiro ekushanda muShanxi, Henan nedzimwe nzvimbo akadzikira ne 3-6 muzana muna Kubvumbi nekuda kwekuburitswa kwemhiri kwemakungwa kugadzirwa kwesimba (nzvimbo itsva dzemigodhi muGuinea) uye kuchengetedza mabhizinesi epamba anodhura, kurerutsa mutengo.

Inventory dynamic balance: Kudzikira kwesocial inventory yeelectrolytic aluminium iri kukurumidza (inventory yakadzikira ne30000 tons muna Kubvumbi), nepo kutenderera kwealumina kuri kusununguka, uye mitengo yemuvara inoramba ichidzika pasi, zvichikonzera kugovanisa purofiti kumusoro uye kudzika.

3. Profit kusvetuka: simba rekufambisa rekukura kwemari ye4% uye purofiti yekuwedzera ye37.6%

Iyo huru bhizinesi mari uye purofiti yealuminium kunyungudutsa indasitiri yakawedzera, uye musimboti wekutyaira uri mukati.

Chigadzirwa chimiro optimization: Chikamu chepamusoro-yekupedzisira aluminium zvinhu chakawedzera (senge 206% kuwedzera kwekutengesa kwemakesi matsva emagetsi emotokari bhatiri), kugadzirisa kuderera kwekumanikidza kune kunze kwenyika (aluminium ekisipoti index yadonha kusvika -88.0).

Cost control revolution: Magetsi egirini anotsiva simba rekupisa kuderedza mari yekushandisa simba ne15%, uye tekinoroji yekurasa aruminiyamu yekudzokorodza inoita kuti pave nemubairo wakanyanya we25% wealuminium inodzokororwa (8% yakakwirira kupfuura electrolytic aluminum).

Scale effect kuburitswa: Mabhizinesi epamusoro anowana kubatanidzwa kwealumina electrolytic aluminium kugadzirisa kuburikidza nekubatanidzwa uye kutora (seZhongfu Industrial kutora kwe electrolytic aluminium kugadzira simba), kuderedza mutengo weyuniti negumi%.

4. Njodzi uye Zvinetso: Zvakavanzwa Zvinonetsa pasi peKukura Kwepamusoro

Low end overcapacity: Kushanda kwechinyakare aruminiyamu foil pamusoro pe10 μ m isingasviki 60%, uye hondo yemitengo iri kudzvanya purofiti.

Tekinoroji shanduko yebhodhoro: Kutsamira kune ekunze-yekupedzisira-inotenderera mill inodarika 60%, uye kutadza chiyero chekugadzirisa michina inosvika makumi mana muzana, iyo inogona kupotsa tekinoroji hwindo nguva.

Kusave nechokwadi kwemitemo: Kuiswa kweUnited States kwemitero kubva pa34% kusvika 145% kuChina kwakonzera kushanduka kwakanyanya mumitengo yealuminium (neLunan Aluminium ichidonha kusvika 19530 yuan/tani pane imwe nguva), zvichiisa kumanikidza kumabhizinesi anotarisa kunze kwenyika.

5. Chiono cheramangwana: kubva pa "kukura" kusvika ku "mhando kusvetuka"

Kugadziridzwa Kwesimba Redunhu: Mabhesi emagetsi eGreen muYunnan, Guangxi, uye mamwe matunhu anogona kudarika makumi mana muzana ehuwandu hwekugadzira panosvika 2030, achigadzira yakavharwa-loop indasitiri ye "hydropower aluminium yakakwirira-yekupedzisira kugadzirisa kudzokorodza".

Kuburikidza kwezvipingamupinyi zvehunyanzvi: Chiyero chekugadzika kwealuminium foil pazasi 8 μ m yakawedzera kusvika 80%, uye tekinoroji yekunyungudika kwehydrogen inogona kuderedza kuburitsa kabhoni patani yealuminium ne70%.

Globalization marongero: Kubva paRCEP, kudzamisa kubatana muSoutheast Asia bauxite uye kuvaka muchinjika-muganho cheni ye "China inonyungudutsa ASEAN kugadzirisa kutengesa kwepasirese".