Dhawaan, xogta ay soo saartay Xafiiska Tirakoobka Qaranka ayaa muujinaya isbeddellada horumarineed eeWarshadaha aluminium ee Shiinaharubuci hore ee 2025. Xogtu waxay muujinaysaa in wax soo saarka dhammaan alaabooyinka aluminiumka waaweyni ay kordheen heerar kala duwan muddadan, taas oo ka tarjumaysa dardargelinta firfircoonida ee warshadaha ee ay horseeday baahida suuqa, ballaarinta awoodda, iyo arrimo kale.
1. Alumina
Bishii Maarso, wax soo saarka aluminium ee Shiinaha ayaa gaaray 7.475 milyan tan, koror sanadeedka 10.3%. Wax-soo-saarka wax-soo-saarka laga bilaabo Jannaayo ilaa Maarso wuxuu ahaa 22.596 milyan oo tan, sanad-sannad koror dhan 12.0%. Sida alaabta muhiimka ah ee wax soo saarka aluminium elektrolytic ah, kobaca weyn ee wax soo saarka aluminiumku wuxuu ka yimaadaa arrimo badan:
- Sahayda bauxite ee xasiloon: Iskaashiga la wanaajiyey ee ka dhexeeya gobollada qaarkood iyo shirkadaha macdanta ayaa xaqiijiyay sahayda joogtada ah ee bauxite, siinta aasaas adag oo soosaarka aluminium ah.
Hal-abuurka tignoolajiyada: Qaar ka mid ah soosaarayaasha aluminiumka ayaa hagaajiyay hababka wax soo saarka iyada oo loo marayo horumaro farsamo, hagaajinta ka faa'iidaysiga awoodda iyo wadista kobaca wax soo saarka.
2. Aluminium Electrolytic
Bishii Maarso, wax soo saarka aluminium elektarooniga ah wuxuu ahaa 3.746 milyan tan, sanad-sannad koror 4.4%. Wax-soo-saarka wax-soo-saarka laga bilaabo Jannaayo ilaa Maarso wuxuu ahaa 11.066 milyan tan, koror sannad-sannad ka ah 3.2%. In kasta oo kobac gaabinaya marka la barbar dhigo aluminiumka, guushani waa mid xusid mudan marka la eego caqabadaha warshadaha ee hoos yimaada yoolalka "laba kaarboon":
- Caqabadaha isticmaalka tamarta: Xayiraadaha adag ee balaadhinta awoodda sababtoo ah "laba xakameyn" isticmaalka tamarta ayaa ku qasbay shirkadaha inay wanaajiyaan awoodda hadda jirta.
- Korsashada tamarta cagaaran: Isticmaalka tamarta cagaaran ee wax soo saarka ayaa hoos u dhigtay kharashka iyo hagaajinta waxtarka, awood u yeelashada kobaca wax soo saarka.
3. Alaabta Aluminium
Bishii Maarso, wax soo saarka aluminiumku wuxuu ahaa 5.982 milyan oo tan, sanad-sannad koror 1.3%. Wax-soo-saarka wax-soo-saarka laga bilaabo Jannaayo ilaa Maarso wuxuu ahaa 15.405 milyan tan, koror sannad-sannadka ah 1.3%, taasoo ka tarjumaysa baahida hoose ee deggan:
- Qaybta dhismaha: Horumarinta kaabayaasha joogtada ah waxay leedahay dardarn baahida aluminium aluminiumalbaabada/daaqadaha iyo alaabta aluminium ee la isku qurxiyo.
- Qaybta warshadaha: Baahiyaha khafiifka ah ee soosaarka baabuurta iyo elektiroonigga ayaa sii kordhiyey baahida agabka aluminiumka.
4. Aluminium Alloys
Waxaa xusid mudan, soosaarka daawaha aluminiumku si degdeg ah u koray, iyada oo wax-soo-saarka March uu gaadhay 1.655 milyan tan (+16.2% YoY) iyo wax-soo-saarka 4.144 milyan tan (+13.6% YoY) laga bilaabo Jannaayo ilaa Maarso. Kor u kacan waxaa ugu horayn kaxeeya warshadaha tamarta cusub (NEV):
- Baahida khafiifka ah: NEVs waxay u baahan yihiin agabyo fudud si ay u wanaajiyaan kala duwanaanshahooda, samaynta aluminiumyada aluminiumka ah ee ku habboon jidhka baabuurka, daboolka baytariyada, iyo qaybaha kale. Kor u kaca wax soo saarka NEV ayaa si toos ah u kiciyay baahida aluminium aluminium.
Saamaynta Suuqa
- Alumina: sahayda ku filan ayaa laga yaabaa inay cadaadis hoos u dhigto qiimaha, hoos u dhigista kharashka alaabta ceeriin ee soosaarayaasha aluminiumka elektiroonigga ah ee hoose laakiin xoojinta tartanka warshadaha.
Aluminium Electrolytic: Kobaca wax soo saarka joogtada ah wuxuu u horseedi karaa sahayda sahayda muddada-gaaban, taasoo saameynaysa isbeddellada qiimaha aluminiumka.
- Alaabta Aluminiumka/Aallooyinka: Baahida xooggani waxay muujinaysaa baahida loo qabo ganacsiyada si kor loogu qaado tayada alaabta iyo hal-abuurka tignoolajiyada si loo ilaaliyo tartanka iyada oo ay jirto wax soo saarka kor u kaca.
Caqabadaha Mustaqbalka
- Ilaalinta deegaanka: Shuruudaha horumarinta cagaaran ee adag waxay u baahan doonaan kordhinta maalgashiga ilaalinta tamarta, dhimista qiiqa, iyo soosaarka nadiifka ah.
- Tartanka caalamiga ah: Shirkadaha Shiinaha ee aluminiumku waa inay hagaajiyaan awoodaha farsamada iyo tayada alaabta si ay u ballaariyaan saamiga suuqa caalamiga ah iyada oo ay sii kordhayaan xafiiltanka caalamiga ah.
Xogta wax-soo-saarka Q1 2025 waxay muujinaysaa firfircoonida iyo kartidaWarshadaha aluminium ee Shiinaha, iyada oo sidoo kale tilmaamaysa jihada horumarka mustaqbalka. Shirkaduhu waa inay si dhow ula socdaan dhaqdhaqaaqa suuqa, ka faa'iidaystaan fursadaha, oo ay wax ka qabtaan caqabadaha si loo gaaro korriin waara.
Waqtiga boostada: Abriil-23-2025
