1. Waallida maalgashiga iyo cusboonaysiinta tignoolajiyada: macquulnimada hoose ee ballaarinta warshadaha

Sida laga soo xigtay xogta laga soo xigtay Ururka Warshadaha Metals-ka ee Shiinaha, index-ka maalgashiga ee aluminium dhalada bishii Abriil wuxuu ku booday 172.5, koror weyn marka la barbardhigo bishii hore, taasoo ka tarjumaysa saddexda jiho ee asaasiga ah ee qaabka istaraatiijiyadeed ee ganacsiga.

Ballaarinta awoodda cagaaran ee cagaaran: Iyada oo la sii qoto dheereynayo bartilmaameedka "dual carbon", dhismaha saldhigyada aluminiumka tamarta tamarta ee Yunnan, Guangxi iyo gobollada kale ayaa sii kordhaya, qiimaha tamarta cagaaranna waa mid aad u hooseeya sida 0.28 yuan / kWh, kor u qaadista shirkadaha aluminiumka elektaroonigga ah si ay u beddelaan awoodooda wax soo saar ee meelaha carbon-ka yar. Tusaale ahaan, shirkad aluminium ah oo ku taal Shandong ayaa awoodeeda wax soo saar u beddeshay Yunnan, iyada oo gaadhay qiimo dhimis 300 yuan halkii ton oo aluminium ah.

Isbeddelka tignoolajiyada dhamaadka-sare: Shirkaduhu waxay kordhiyaan maalgashiga qalabka 6 μm batari khafiif ah oo khafiif ah oo aluminium ah,aluminium aerospace, iyo goobo kale. Tusaale ahaan, tignoolajiyada kicinta korantada ayaa kordhisay wax-soo-saarka 8 μm foil aluminium ilaa 92%, iyo faa'iidada guud ee badeecadaha lagu daray qiimaha sare waxay dhaaftay 40%.

Xoojinta adkeysiga silsiladda sahayda: Iyada oo laga jawaabayo khilaafyada ganacsiga caalamiga ah, shirkadaha hormuudka ah waxay dejiyeen shabakad dib-u-warshadeynta aluminium ee Koonfur-bari Aasiya, taas oo hoos u dhigtay kharashyada alaabta ceeriin 15%, halka "wareegga saadka nus-saac" ee gudaha ay hoos u dhigtay kharashyada saadka 120 yuan / ton.

2. Kala soocida wax soo saarka: ciyaarta u dhaxaysa kordhinta wax soo saarka aluminium electrolytic iyo hoos u dhigista wax soo saarka aluminium

Tilmaanta wax-soo-saarka aluminiumka elektaroonigga ah ayaa kor u kacday 22.9 (+ 1.4%) bishii Abriil, halka index-ka wax-soo-saarka alumina uu hoos ugu dhacay 52.5 (-4.9%), oo soo bandhigay saddex khilaaf oo waaweyn oo ku saabsan qaabka sahayda iyo baahida.

Faa'iidada aluminiumka korantada ee macaashku wado: faa'iidada halkii tan ee aluminiumku waxay ka sarraysaa yuan 3000, taas oo kicinaysa ganacsiyada inay dib u bilaabaan wax soo saarka (sida Guangxi iyo Sichuan) oo ay sii daayaan awood cusub oo wax soo saar ah (Qinghai iyo Yunnan), oo leh awood hawleed 43.83 milyan oo tan iyo heerka hawlgalka ee ka badan 96%.

Soo celinta macquulka ah ee qiimaha alumina: Ka dib koror sanadle ah oo ah 39.9% qiimaha alumina ee 2024, heerarka hawlgalka ee Shanxi, Henan iyo meelo kale ayaa hoos u dhacay 3-6 dhibcood bishii Abriil sababtoo ah sii deynta awoodda wax soo saarka dibadda (goobaha macdanta cusub ee Guinea) iyo dayactirka shirkadaha qiimaha sarreeya ee gudaha, yaraynta cadaadiska qiimaha.

Isku dheelitirnaanta firfircoon ee alaabada: Hoos u dhaca alaabada bulsheed ee aluminium elektrolytka ah ayaa dardargelinaysa ( alaabada ayaa hoos u dhacday 30000 tan bishii Abriil), halka wareegga aluminiumku dabacsan yahay, qiimaha bartana ay hoos u sii socdaan, taasoo keentay dib u qaybinta faa'iidada kor iyo hoosba.

3. Faa'iido boodbood: xoog u horseedaysa kobaca dakhliga 4% iyo kor u kaca faa'iidada 37.6%

Dakhliga ganacsi ee ugu muhiimsan iyo faa'iidada warshadaha dhalaalidda aluminiumku labaduba way kordheen, iyo xoogga waditaanka asaasiga ah ayaa ku jira.

Kordhinta qaab-dhismeedka badeecada: Qaybta alaabada aluminium-dhamaadka sare leh ayaa kordhay (sida 206% korodhka iibinta kiisaska cusub ee batteriga tamarta), hoos u dhigista cadaadiska hoos u dhaca dhoofinta (tusmada dhoofinta aluminiumka ayaa hoos u dhacay -88.0).

Kacaanka xakamaynta kharashka: Korontada cagaaran waxay beddeshaa tamarta kulaylka si loo yareeyo kharashka isticmaalka tamarta 15%, iyo tignoolajiyada dib-u-warshadaynta aluminium qashinka waxay hubisaa faa'iidada guud ee 25% aluminium dib loo warshadeeyay (8% ka sarreeya aluminium electrolytic).

Siidaynta Saamaynta Miisaanka: Shirkadaha ugu sarreeya waxay ku gaadhaan is-dhexgalka alumina electrolytic aluminium processing iyada oo loo marayo isku darka iyo iibsiga (sida Zhongfu Warshadaha soo iibsiga ee awoodda wax soo saarka aluminium elektaroonik ah), yaraynta kharashka cutubka 10%.

4. Khatarta iyo Caqabadaha: Walaaca Qarsoon ee Kobaca Sare Hoos Yimaada

Awood-dhaafka hooseeya ee dhamaadka: Heerka hawlgalka ee biibiile aluminium dhaqameed ka sarreeya 10 μm wuxuu ka yar yahay 60%, dagaalka qiimuhuna wuxuu cadaadis saarayaa xad-dhaafka faa'iidada.

Cilad-is-beddelka tignoolajiyada: Ku-tiirsanaanta warshad-wareejinta-dhamaadka-sare ee dibadda laga keeno ayaa ka badan 60%, iyo heerka guul-darreysiga ee cillad-bixinta qalabku waxa uu gaarey 40%, kaas oo laga yaabo inuu waayo xilliga daaqadda farsamada.

Hubanti la'aanta siyaasadda: Soo rogida Mareykanka ee canshuuraha u dhexeeya 34% ilaa 145% Shiinaha ayaa sababay isbeddel ba'an oo ku yimid qiimaha aluminium (iyadoo Lunan Aluminium hoos u dhacday 19530 yuan / ton hal dhibic), cadaadis saaraya ganacsiyada dhoofinta.

5. Aragtida mustaqbalka: laga bilaabo "ballaarinta miisaanka" ilaa "tayada boodboodka"

Dib-u-habaynta Awoodda Gobolka: Saldhigyada tamarta cagaaran ee Yunnan, Guangxi, iyo gobollada kale waxay dhaafi karaan 40% awoodooda wax soo saar marka la gaaro 2030, sameynta warshado xiran oo ah "dib-u-warshadeynta sare ee aluminium hydropower".

Horumarka caqabadaha farsamada: Heerka degenaansho ee biibiile aluminium ka hooseeya 8 μm ayaa la kordhiyey ilaa 80%, iyo tignoolajiyada dhalaalka hydrogen waxa laga yaabaa inay hoos u dhigto sii daynta kaarboon halkii ton oo aluminium ah 70%.

Qaabaynta caalamiga ah: Iyada oo ku saleysan RCEP, qoto dheer iskaashiga Koonfur-bari Aasiya bauxite iyo in la dhiso silsilad xudduudaha ah oo ah "Shiinaha oo dhalaalay ASEAN iibinta caalamiga ah".