Sannadkii 2024, oo hoos timaadda laba-gees ee qaab dhismeedka dhaqaalaha adduunka iyo jihaynta siyaasada gudaha, warshadaha aluminium ee Shiinaha ayaa muujisay xaalad hawlgal adag oo is beddelaya. Isku soo wada duuboo, cabirka suuqa ayaa sii waday ballaarinta, iyo soosaarka aluminium iyo isticmaalka ayaa sii wata koritaanka, laakiin heerka koritaanka ayaa is beddelay. Dhinac, oo ay wateen baahida adag ee gawaarida tamarta cusub, Photovoltaic, korantada iyo meelaha kale ee aluminitumku wuxuu sii wadaa inuu ballaariyo, ku duro dhiirigelin cusub horumarka warshadaha; Dhanka kale, hoos udhaca suuqa guryaha maguurtada ayaa xoogaa cadaadis saaray baahida loo qabo aluminium qaybta dhismaha. Laqabsashada warshadaha-aluminium ee isbeddelada suuqa, istiraatiijiyadaha jawaabta ee qiimayaasha aan caadiga ahayn ee qiimaha alaabada cayriin, iyo dadaallada si loo qoro shuruudaha adag ee horumarka koritaanka cagaaran ee cagaaran iyo kaarboon-yar ayaa wali la adkeeyay. Soo bixitaanka wax soo saarka tayada cusub ee warshadaha ayaan weli la kulmin shuruudaha horumarka warshadaha, warshadaha aluminium ayaa wajahaya caqabado badan.
1. Falanqaynta Suuqa Suuqa Warshadaha Warshadaha
Rid
Bishii Juun 2024, wax soo saarku wuxuu ahaa 7.193 milyan oo tan, oo koror ah 1.4% sanadka, iyo kororka bisha ayaa xadidan. Qaybaha soo socda ee dib u soo celinta awoodda wax soo saarka ee la soo saaray, wax soo saarka cusub ee gudaha Mondolia si tartiib tartiib ah ayaa loo sii deyn karaa, awooda hawlgalka ayaa sii waday isbeddel sii kordha.
Sanadkii 2024, qiimaha alumina wuxuu is bedbeddelaa si qoto dheer, oo muujinaya astaamo muuqda oo muuqata. Qeybtii hore ee sanadka, qiimaha guud ahaan wuxuu muujiyey isbeddel xagga sare ah, kaasoo laga bilaabo bisha Janaayo ilaa laga yaabo inuu Alumina ka soo kacay qiyaastii 3,000 yuan / tan bilowgii sanadka ilaa in ka badan 4,000 yuan / tan , koror ka badan 30%. Sababta ugu weyn ee qiimaha kor u kaca qiimaha marxaladan waa sahayda adag ee Bauxte gudaha, taasoo dhalisay qarashka wax soo saarka alumina sareeya.
Kordhinta fiiqan ee qiimaha Alumina ayaa cadaadis weyn ka saaray qiimaha shirkadaha almumium elektrolytic ee elektream. Si loo soo saaro 1 ton oo ah alumininium elektrolytic ah ayaa u baahan in la cuno 1.925 tan oo ah xisaabinta alumina, alumina Qiimaha 1000 yuan / tan, qiimaha wax soo saarka aluminium ee eleciniyeedka electrolytic wuxuu kordhayaa qiyaastii 1925 yuan / tan. Iyada oo laga jawaabayo cadaadiska qiimaha, qaar ka mid ah shirkadaha korantada elektrolom waxay bilaabeen inay yareeyaan waxsoosaarka ama yareeyaan dib u soo celinta qorshaha waxsoosaarka, sida gobolka uu yahay gobolka ka mid ah ee ka mid ah shirkadaha ka shaqeeya Shiinaha ayaa ku dhawaaqay in laga faafiyay , haad u joojiso ama hoos u dhig dib-u-bilaabida wax soo saarka.
Aluminimka elektrolytic
Sanadkii 2022, awoodda wax soo saarka waxay ahayd qiyaastii 43 milyan oo tan, oo u soo dhowaatay safka hoose ee saqafka. Laga soo bilaabo Disember 2024, awoodda hawlgalka ee warshadaha almuminikada ee Shiinaha waxay ahayd 43,584,000 tan, oo ah 1.078%, marka loo eego awoodda soosaarka ee alumininikada korantada gudaha ah. u soo dhowaaday "saqafka" 45 milyan oo tan oo awood sare ah. Hirgelinta siyaasaddan ayaa ahmiyad weyn u leh horumarka muddada-dheer ee warshadaha almumitum electrolytic. Waxay kaa caawineysaa xakameynta xad-gudubka ee warshadaha, iska ilaali tartan xun, oo kor u qaadaya horumarka warshadaha tayo sare leh, cagaar iyo jihaye oo waara. Iyaga oo tirtiraya karti soosaarida gadaal iyo hagaajinta tamarta tamar, ganacsiyada waxaa lagu dhiirigelinayaa inay kordhiyaan hal-abuurka teknolojiyada iyo maalgashiga ilaalinta tamarta iyo yaraynta ka-saaridda, iyo hagaajinta guud ahaan tartamada guud ee warshadaha.
Howsha aluminium
Iyada oo la wanaajinayo shuruudaha khafiifka ah ee warshadaha kala duwan, baahida loo qabo aluminium-ka aluminiumka ayaa sii kordhaya, alaabooyinkana ay ku korayaan jihada dhamaadka, caqliga badan iyo ilaalinta deegaanka. Meesha dhismaha, in kasta oo hoos udhaca guud ee suuqa guryaha, albaabada aluminium iyo daaqadaha, darbiyada kale ee wali waxay leeyihiin baahi xasilloon oo ku yaal dhismayaal ganacsi oo cusub, dhismayaal hoy ah iyo mashaariic dib-u-cusboonaysiin ah. Marka loo eego tirakoobka, qadarka aluminium loo isticmaalo akoonnada warshadaha dhismaha ee qiyaastii 28% wadarta guud ee isbadalka alumium. Gaadiidka gaadiidka, gaar ahaan horumarinta deg-degga ee gawaarida tamarta cusub, baahida loo qabo qalabka wax lagu farsameeyo ee aluminiumka ayaa muujiyey xawaare koritaan adag. Marka loo dardar geliyo geedi socodka khafiifka ah ee gawaarida, aluminium alfoy aad buu u badan yahay oo si aad ah loogu isticmaalaa qaab-dhismeedka jirka, hubka giraangiraha, saxaaradda batteriga iyo qaybaha kale. Qaadashada gaari cusub oo tamar ah tusaale ahaan, xaddiga aluminiumka ee loo isticmaalo jirkiisa ayaa ka sarreeya 400 kg / gaari, kaas oo si weyn kor ugu kacay marka loo eego gawaarida shidaalka dhaqanka. Intaas waxaa sii dheer, baahida loo qabo wadeyaasha aluminium, hiitarka aluminium iyo alaabada kale ee warshadaha korantada ayaa sidoo kale si isdaba joog ah ugu sara kacay dhismaha iyo kor u qaadida korantada.
Dib-u-warshadaynta aluminium
Sanadihii ugu dambeeyay, waxsoosaarku wuu sii waday inuu kaco, 2024 waa sanad-taariikhiisu yahay aluminiyem-ka Shiinaha oo dib loo warshadeeyo aluminisum-ka Shiinaha si uu u sameeyo horumar weyn, oo dib-u-warshadeeya aluminium-ka dib-u-warshadaynta sanadlaha ah, oo gaadhay 10.55 milyan oo tan, iyo saamiga Alumininum dib loo warshadeeyo alumininium Aluminium wuxuu ahaa ku dhawaad 1: 4. Si kastaba ha noqotee, dib-u-warshadaynta qashinka aluminium, isha laga helo horumarka aluminium-ka dib loo warshadeeyo, ma ahan rajo rajo leh.
Horumarinta warshadaha aluminium-ka ee dib loo warshadeeyo ayaa si aad ah ugu tiirsan bixinta qashinka qashinka aluminium qalabka ceyriinka, iyo sahayda aluminium china alidiga china ay wajahayaan xaalad daran. Nidaamka qashinka dib-u-warshadaynta ee aluminium ah ma ahan mid kaamil ah, in kasta oo ay Shiinaha qaddarka ka soo kabashada ee aluminium ee aluminium-ka adduunka, sida gasacadaha qashinka ee aluminium ay gaari karaan 100%, dib-u-warshadeynta qashinka aluminiumka ayaa gaari kara 90%, garoonka gaadiidka. waa 87%, laakiin heerka guud ee soo kabashada guud ayaa wali loo baahan yahay in la wanaajiyo, sababta oo ah sababta oo ah sakaadkii dib-u-warshadaynta ayaa kala firidhsan oo aan caadi ahayn, tiro badan ee qashinka aluminium ilaha aluminiumka si hufan looma warshadeyn.
Isbedelka siyaasadaha soo dejinta ayaa sidoo kale saameyn weyn ku yeeshay sahayda aluminium ceyriinka ceyriinka ah. Sanadihii la soo dhaafay, Shiinaha ayaa hirgaliyay talaabooyin adag oo xakameyn ah oo ku saabsan soo dejinta aluminium-ka xoqidda si loo xoojiyo ilaalinta deegaanka iyo maaraynta kheyraadka. Tani waxay horseeday isbadal waaweyn oo lagu soo dejinayo aluminiumka dib-u-warshadaynta aluminiumka dib loo warshadeeyo aloy abreaw alaga, oo ah aluminium aluminium-ka Shiinaha, oo kor u kacaya 13.59%, hoos u dhaca sanadka, hoos u dhaca dib-u-dejinta ayaa ka tarjumaya xasilloonida sahayda.
2.laluminisum warshadaha dhismaha suuqa
Aluminimka okide
Sanadkii 2025, waxaa jiri doona awood wax soo saar oo dheeri ah, oo koror ah ku dhawaad 13%, oo ay weheliso suurtagalnimada in miinooyinka dibedda laga soo dejiyo ay si buuxda u beddeli karaan Shumication China, Qiimaha ayaa ku dhici doona itimaal sare. KHUDBADAHA KHUDBADAHA: Awoodda wax soo saarka ee Shiinaha ee Shiinaha ee 2025 ayaa gaari kara 13.2 milyan oo tan, iyo awoodda wax soo saarka ee dibada, ee hoos u dhaca Bauxite iyo Alumina ayaa kordhay, is burinta inta u dhexeysa sahayda iyo baahida si weyn ayaa loo fududeeyay , qiimaha ayaa si tartiib tartiib ah u dhacay.
Aluminimka elektrolytic
Isugeynta wax soo saarka ee dhinaca sahlan ayaa gaadhay saqafka, itimaalka kordhinta wax soo saarka aad ayuu u hooseeyaa, waxsoosaarka dibedda ayaa saameyn ku leh arrimo kala duwan, waxsoosaarna looma sameyn karo si hufan. Dhinaca baahida, marka lagu daro hoos u dhaca sanadka-sanadka ah ee ku yimaadda baahida guryaha, baahida kale ee garoonku waxay muujisay wax qabad dhalaalaya, gaar ahaan tamar tamarta cusub, iyo sahayda caalamiga ah iyo baahida loo qabo in la ilaaliyo isku dheelitirnaan adag; Awoodda wax soo saarka gudaha ayaa u dhow khadka casaanka, wadarta guud ee 450,000 oo ah wax soo saarka gudaha ah ayaa la filayaa in lagu daro 820,000 tan oo ah awood wax soo saarka oo cusub iyadoo la raacayo muuqaalka aasaasiga ah, kororka 2.3% marka loo eego 2.3% marka loo eego 2.3% marka loo eego 2.3% 2024. Dalbo kobaca: Qaab dhismeedka baahida ee hoose ayaa si weyn isbedelay, saameynta hantida dhaqameedyada dhaqameedku ay daciifisay, iyo baahida cusub ee ay xukumaan Photovoltaic iyo gawaarida tamarta cusub ayaa la filayaa inay ka yaraato in ka badan 260,000 oo tan oo ah aluminium aluminium elektrolom oo gudaha ah 2025. waxaa la filayaa inuu noqdo 20,000-21,000 yuan / tan.
Howsha aluminium
Iyada oo ay la socoto horumarka degdegga ah ee gawaarida tamarta cusub, warshadeynta photovoltaic iyo waxa lagu soo bandhigay 5G tikniyoolajiyad 5G, baahida loo qabo aluminium-ka aluminium-ka ayaa sii wadi doona kordhinta waxaana la filayaa inuu sii wado isbeddelka koriinka xasilloon. Balaarinta cabirka suuqa Waxqabadka wax soo saarka: sheyga ayaa u dhaqaaqaya waxqabadka sare, khafiifa ee khafiifka ah iyo kuwa shaqeynaya, iyo cilmi-baarista iyo horumarka agab sare iyo aluminium aluminium alumium. Horumarka tikniyoolajiyadda
Dib-u-warshadaynta aluminium
Gelitaanka xilliga koritaanka, gawaarida gawaarida / dadka la kala soocay waxay ku buuxin karaan ifafaale aluminium-ka dib-u-warshadayn ee aan ku filnayn, laakiin waxay hadda wajahaysaa dhibaatooyin sida tirada aan ku filnayn ee xoqida, iyo-fiiri dareenka, iyo alaabada aan ku filnayn. Kobaca wax soo saarka: Marka loo eego laanta birta dib loo warshadeeyay ee Ururka Worth ee Argagixisada ee China, waxay gaari doontaa 11.35 milyan oo tan oo ah 2025. , sida gawaarida cusub ee tamarta ee ku saabsan raadinta hagaajinta masaafada, tiro badan oo ah aluminium aluminium-ka dib loo warshadeeyo si loo yareeyo miisaanka jirka. Kordhinta waxyaabaha ku saabsan warshadaha
3.Stategy Falanqaynta
Rid: Shirkadda soosaarka ayaa kordhin kara alaabada si ku haboon markii qiimaha uu sarreeyo, sug si qiimaha uu u dhaco ka dibna si tartiib tartiib ah u dhoofinta; Ganacsatada ayaa laga yaabaa inay tixgeliyaan qaadashada jagooyinka gaagaaban ka hor intaan qiimahoodu dhicin si ay ugu dhex noolaadaan suuqa mustaqbalka iyo qufulka faa'iidooyinka.
Aluminimka elektrolytic: Shirkadaha wax soo saarka ayaa fiiro gaar ah u yeelan kara koritaanka baahida meelaha soo ifbaxaya sida tamar cusub, hagaaji qaabka wax soo saarka, iyo kordhinta soo saarista alaabada laxiriirta; Maal-gashadeyaashu waxay iibsan karaan qandaraasyo mustaqbal marka qiimaha ay hooseeyaan oo ay iibiyaan markii qiimayaashu aad u sarreeyaan sida ku xusan xaalada macroeconomic iyo sahayda suuqa iyo baahida loo qabo isbedelo.
Howsha aluminium: Shirkadaha shirkaduhu waa inay xoojiyaan hal-abuurka farsamada iyo cilmi-baarista alaabada iyo horumarka, kor u qaadida qiimaha wax soo saarka iyo hadalka suuqa; Si firfircoon u ballaariyaan suuqyada soo baxaya, sida gawaarida tamarta cusub, hawada, macluumaadka elektiroonigga ah iyo meelaha kale; Xoojinta iskaashiga la-tanaasul iyo shirkadaha hoose ee shirkadaha si loo dhiso silsilad sahayda oo xasilloon.
Waqtiga Post: Feb-03-2025