1. Ho ferekana ha matsete le ntlafatso ea thekenoloji: mohopolo oa motheo oa katoloso ea indasteri

Ho latela lintlha tse tsoang ho China Nonferrous Metals Industry Association, index ea matsete bakeng sa ho qhibiliha ha aluminium ka Mmesa e nyolohetse ho 172.5, keketseho e kholo ha e bapisoa le khoeling e fetileng, e bonts'ang likarolo tse tharo tsa mantlha tsa moralo oa maano a khoebo.

Katoloso ea matla a tala: Ka ho teba ha sepheo sa "khabone e habeli", kaho ea metheo ea aluminium ea matla a metsi Yunnan, Guangxi le libaka tse ling e ntse e eketseha, 'me theko ea matla a matala e tlase ho 0.28 yuan/kWh, e khothaletsang likhoebo tsa aluminium tsa electrolytic ho fetisetsa matla a tsona a tlhahiso libakeng tse nang le khabone e tlase. Ka mohlala, k'hamphani e itseng ea aluminium e Shandong e fetotse bokhoni ba eona ba tlhahiso ho Yunnan, e finyella ho fokotsa litšenyehelo tsa li-yuan tse 300 ka tonne ea aluminium.

Phetoho e phahameng ea mahlale a morao-rao: Likhoebo li eketsa matsete ho lisebelisoa bakeng sa foil ea aluminium ea betri e tšesaane ea 6 μm,aluminium ea sepakapaka, le masimo a mang. Ka mohlala, theknoloji e tsosang takatso ea motlakase e ekelitse lihlahisoa tsa 8 μ m aluminium foil ho 92%, 'me phaello e kholo ea lihlahisoa tsa boleng bo phahameng e fetile 40%.

Ho matlafatsa botsitso ba phepelo ea phepelo: Ho arabela likhohlano tsa khoebo tsa machabeng, likhoebo tse etelletseng pele li thehile marang-rang a aluminium ea Asia Boroa-bochabela, a fokotsa litšenyehelo tsa thepa e tala ka 15%, athe "sedikadikwe sa phepelo ea halofo ea hora" se khutsufalitse litšenyehelo tsa thepa ka 120 yuan/ton.

2. Phapang ea tlhahiso: papali pakeng tsa ho eketseha ha tlhahiso ea aluminium ea electrolytic le ho fokotseha ha tlhahiso ea alumina

Lenane la tlhahiso ea aluminium ea electrolytic le nyolohetse ho 22.9 (+ 1.4%) ka April, ha lihlahisoa tsa tlhahiso ea alumina li theohile ho 52.5 (-4.9%), li hlahisa likhanyetsano tse tharo tse kholo mabapi le phepelo le tlhokahalo.

Phaello e tsamaisoang ke aluminium ea electrolytic: Phaello ka thane e le 'ngoe ea aluminium e ntse e le ka holimo ho li-yuan tse 3000, e susumetsang likhoebo ho tsosolosa tlhahiso (joaloka Guangxi le Sichuan) le ho lokolla matla a macha a tlhahiso (Qinghai le Yunnan), e nang le bokhoni ba ho sebetsa ba lithane tse limilione tse 43.83 le tekanyo ea ts'ebetso e fetang 96%.

Ho khutla ho utloahalang ha litheko tsa alumina: Ka mor'a keketseho ea selemo le selemo ea 39.9% ea litheko tsa alumina ka 2024, litekanyetso tsa ts'ebetso ea Shanxi, Henan le libakeng tse ling li fokotsehile ka karolo ea 3-6 lekholong ka April ka lebaka la ho lokolloa ha matla a tlhahiso ea mose ho maoatle (libaka tse ncha tsa merafo Guinea) le tlhokomelo ea likhoebo tse theko e boima tsa malapeng, ho fokotsa khatello ea theko.

Inventory dynamic balance: Ho fokotseha ha thepa ea sechaba ea aluminium ea electrolytic e ntse e eketseha (setoko se fokotsehile ka lithane tse 30000 ka April), ha potoloho ea alumina e ntse e hlephile, 'me litheko tsa letheba li ntse li tsoela pele ho theoha, ho fella ka kabo ea phaello e holimo le e tlaase.

3. Phaello e phahameng: matla a susumetsang kholo ea lekeno ea 4% le phaello ea phaello ea 37.6%.

Chelete ea mantlha ea khoebo le phaello ea indasteri ea ho qhibilihisa aluminium ka bobeli e eketsehile, 'me matla a mantlha a ho khanna a teng.

Ntlafatso ea sebopeho sa sehlahisoa: Karolo ea lisebelisoa tse phahameng tsa aluminium e eketsehile (joalo ka keketseho ea 206% ea thekiso ea linyeoe tsa betri ea koloi ea matla a macha), ho fokotsa khatello e tlase ea li-export (index ea aluminium ea kantle ho naha e theohetse ho -88.0).

Phetoho ea taolo ea litšenyehelo: Motlakase o motala o nka sebaka sa matla a futhumatsang ho fokotsa litšenyehelo tsa tšebeliso ea matla ka 15%, 'me lisebelisoa tsa theknoloji ea aluminium ea litšila li netefatsa phaello e kholo ea 25% bakeng sa aluminium e sebelisoang hape (8% e phahametse aluminium ea electrolytic).

Ho lokolloa ha sekhahla: Likhoebo tse holimo li fihlella ho kopanngoa ha alumina electrolytic aluminium processing ka ho kopanya le ho reka (joaloka Zhongfu Industrial ho fumana bokhoni ba tlhahiso ea electrolytic aluminium), ho fokotsa litšenyehelo tsa yuniti ka 10%.

4. Likotsi le Liphephetso: Matšoenyeho a Patehileng tlas'a Khōlo e Phahameng

Boemo bo tlase bo fetelletseng: Sekhahla sa ts'ebetso ea foil ea setso ea aluminium e kaholimo ho 10 μ m e ka tlase ho 60%, 'me ntoa ea theko e hatella marang-rang a phaello.

Bothata ba phetoho ea theknoloji: Ho its'etleha ho liloala tse rollang tse tsoang kantle ho naha ho feta 60%, mme sekhahla sa ho hloleha ha ho lokisa lisebelisoa se fihla ho 40%, e ka 'nang ea fosa nako ea fensetere ea tekheniki.

Ho hloka bonnete ba leano: Theko ea United States ea litefiso ho tloha ho 34% ho isa ho 145% Chaena e bakile liphetoho tse matla tsa litheko tsa aluminium (ha Lunan Aluminium e theohela ho 19530 yuan/ton ka nako e 'ngoe), e beha khatello ho likhoebo tse shebaneng le ho tsoa kantle ho naha.

5. Pono ea ka moso: ho tloha ho "katoloso ea sekhahla" ho isa "ho tlola boleng"

Phetoho ea Matla a Libaka: Metheo ea matla a matala Yunnan, Guangxi, le libakeng tse ling e ka feta 40% ea matla a eona a tlhahiso ka 2030, e leng ho theha indasteri e koetsoeng ea "hydropower aluminium high-end processing recycling".

Katleho ea litšitiso tsa tekheniki: Sekhahla sa sebaka sa sebaka sa foil sa aluminium se ka tlase ho 8 μ m se eketsehile ho isa ho 80%, 'me theknoloji ea ho qhibiliha ha hydrogen e ka fokotsa tlhahiso ea khabone ka tonne ea aluminium ka 70%.

Moralo oa ho ikopanya ha lichaba tsa lefatše: Ho ipapisitsoe le RCEP, tebisa tšebelisano-'moho ho bauxite ea Asia Boroa-bochabela 'me u thehe ketane ea "China e qhibilihisang ASEAN e sebetsanang le thekiso ea lefats'e".