Muna 2024, pasi pesimba rehuviri hwemaitiro ehupfumi hwepasirese uye kurongeka kwemitemo yepamba, indasitiri yealuminium yeChina yakaratidza mamiriro ekushanda akaoma uye anoshanduka. Pazere, saizi yemusika inoramba ichikura, uye kugadzirwa kwealuminium uye kushandiswa kwakaramba kuchikura, asi mwero wekukura wachinja. Kune rumwe rutivi, inotungamirirwa nekudiwa kwakasimba kwemotokari itsva dzemagetsi, photovoltaic, simba remagetsi uye mamwe minda, kushandiswa kwemhando yealuminium inoramba ichiwedzera, ichipinza hutsva hutsva mukuvandudzwa kweindasitiri; Kune rimwe divi, kuderera kwemusika wekutengesa zvivakwa kwakaisa kudzvanywa pane kudiwa kwealuminium muchikamu chekuvaka. Indasitiri yealuminium inochinjika kushanduko dzemusika, nzira dzekupindura kukuchinja kusingaite mumitengo yezvigadzirwa, uye nhanho dzekuisa mukati mezvido zvakaoma zvegirinhi uye yakaderera-kabhoni budiriro ichiri kuongororwa uye zvishoma nezvishoma kusimbiswa. Kubuda kwehutano hutsva hwekugadzirwa kwemhizha haisati yasangana nezvinodiwa zvekuvandudzwa kweindasitiri, uye indasitiri yealuminium inotarisana nematambudziko akawanda.
1.aluminum indasitiri cheni musika kuongororwa
Alumina
Muna Chikumi 2024, zvakabuda zvaive 7.193 miriyoni matani, kuwedzera kwe1.4% gore-pa-gore, uye kuwedzera-pa-mwedzi kwekuwedzera kwaive kushoma. Muzvikamu zvinotevera zvekutangazve kwesimba rekugadzira rakaburitswa, kugadzirwa kutsva muInner Mongolia kunogona kuburitswa zvishoma nezvishoma, uye simba rekushandisa rakaramba richiwedzera.
Muna 2024, mutengo wealumina unochinja zvakanyanya, uchiratidza zviri pachena zvikamu zvehunhu. Muhafu yekutanga yegore, mutengo wakazara wakaratidza kukwira kumusoro, kubva muna Ndira kusvika muna Chivabvu, mutengo wealumina wakasimuka kubva paanenge 3,000 yuan / toni pakutanga kwegore kusvika kune 4,000 yuan / ton, kuwedzera kweanopfuura 30%. Chikonzero chikuru chekuwedzera kwemutengo munhanho iyi ndeyekusimba kweiyo bauxite yemumba, zvichikonzera kukwira kwemitengo yekugadzira alumina.
Iko kukwira kwakanyanya kwemitengo yealuminium kwave nekumanikidza kukuru pamutengo wepasi pemvura electrolytic aluminium mabhizinesi. Kugadzira 1 toni yearuminiyamu ye electrolytic inoda kushandisa 1.925 matani ealuminium kuverenga, mutengo wealuminium unokwira 1000 yuan/tani, electrolytic aruminiyamu yekugadzira mutengo uchawedzera neinosvika 1925 yuan/ton. Mukupindura kudzvinyirirwa kwemitengo, mamwe mabhizinesi e electrolytic aluminiyamu akatanga kudzikisira kugadzirwa kana kudzikisira kutangisazve kwechirongwa chekugadzira, senge purovhinzi yeHenan, Guangxi, Guizhou, Liaoning, Chongqing nedzimwe nzvimbo dzinodhura dzemamwe mabhizinesi muChina dzakazivisa kugadziridzwa, kumira kwetangi kana kudzikisira kutangisa kugadzirwa.
Electrolytic aluminium
Muna 2022, huwandu hwekugadzira hwaive hunosvika mamirioni makumi mana nematatu ematoni, iyo yakasvika padenga mutsara mutsvuku. Kubva muna Zvita 2024, simba rekushanda kweindasitiri yearuminiyamu yekuChina yaive 43,584,000 matani, kuwedzera kwematani 1.506 miriyoni, kana 3.58%, zvichienzaniswa ne42,078,000 matani pakupera kwa2023. Parizvino, huwandu hwese hwekugadzira hwemukati hwemagetsi ealuminium 45. Kuitwa kwemutemo uyu kwakakosha zvikuru kukusimudzira kwenguva refu kweindasitiri yearuminiyamu ye electrolytic. Inobatsira kudzora kuwanda muindastiri, kudzivirira kukwikwidza kwakashata, uye kukurudzira kusimudzira indasitiri mune yemhando yepamusoro, yakasvibira uye inoenderera. Nekubvisa kuseri kwekugadzirwa kwesimba uye kuvandudza kushanda kwesimba, mabhizinesi anokurudzirwa kuwedzera hunyanzvi hwetekinoroji uye kudyara mukuchengetedza simba uye kudzikisira emission, uye kugadzirisa kukwikwidza kwese kweindasitiri.
Aluminium processing
Nekuvandudzwa kwezvinoda huremu mumaindasitiri akasiyana, kudiwa kwezvigadzirwa zvealuminium zvakagadziriswa zvinoramba zvichiwedzera, uye zvigadzirwa zviri kusimukira munzira yekumusoro-soro, hungwaru uye kuchengetedza kwezvakatipoteredza. Mumunda wekuvaka, pasinei nekuderera kwepasi rose mumusika weimba, magonhi ealuminium neWindows, masvingo emaketeni uye zvimwe zvigadzirwa zvichine kudiwa kwakagadzikana muzvivako zvitsva zvekutengeserana, zvivako zvepamusoro zvekugara uye mapurogiramu ekare ekugadzirisa zvivako. Maererano nehuwandu, huwandu hwealuminium inoshandiswa muindasitiri yekuvaka inokwana 28% yearuminiyamu yose inoshandiswa. Mundima yekufambisa, kunyanya kukurumidza kuvandudzwa kwemotokari itsva dzesimba, kudiwa kwealuminium kugadzirisa zvinhu kwakaratidza kukura kwakasimba. Nekumhanyisa kwemotokari lightweight process, aruminiyamu alloy inowedzera uye zvakanyanya kushandiswa muchimiro chemuviri, vhiri hub, bhatiri tireyi uye zvimwe zvinhu. Kutora motokari itsva yemagetsi semuenzaniso, huwandu hwealuminium hunoshandiswa mumuviri wayo hunodarika 400 kg / motokari, iyo inowedzerwa zvakanyanya kana ichienzaniswa nemotokari dzemazuva ose. Pamusoro pezvo, kudiwa kwearuminiyamu conductor, aluminium radiator uye zvimwe zvigadzirwa muindasitiri yemagetsi zvakakwirawo zvakatsiga nekuvaka uye kusimudzira gidhi remagetsi.
Aluminium yakadzokororwa
Mumakore achangopfuura, kugadzirwa kuri kuramba kuchikwira, 2024 igore rinokosha reAruminiyamu yakadzokororwa kuChina kuita budiriro huru, uye kugadzirwa kwearuminiyamu kwepagore kwakapfuura nepakati pemamiriyoni gumi ematani, kusvika pamamiriyoni gumi nemazana mashanu neshanu, uye chiyero chealuminium yakadzokororwa kune yekutanga aruminiyamu yave ingangoita 1:4. Nekudaro, kudzokororwa kwemarara aruminiyamu, kunobva kugadzirwa kwearuminiyamu yakadzokororwa, hakuna tariro.
Kuvandudzwa kweindasitiri yealuminium yakadzokororwa kunotsamira zvakanyanya pakupihwa kwemarara aruminiyamu zvigadzirwa, uye kupihwa kwearuminiyamu yakadzokororwa zviwanikwa muChina kwakatarisana nemamiriro ezvinhu akaomarara. Iyo yekumba aluminium tsvina yekudzokorodza sisitimu haina kukwana, kunyangwe China yekare aluminium tsvina yekudzoreredza mwero mune dzimwe nzvimbo dziri pasirese inotungamira, senge makeni ealuminium tsvina yekudzokorodza inogona kusvika 100%, kuvaka aluminium marara kudzokororwa kunogona kusvika 90%, nzvimbo yekufambisa yemotokari i87%, asi huwandu hwekudzoreredza hwese hunoda kudzokororwa uye nzira yekudzoreredza ichiri kudiwa. isiri-yakajairwa, nhamba huru yemarara aruminiyamu zviwanikwa hazvina kunyatsogadziriswa zvakare.
Kugadziriswa kwemutemo wekuunza kunze kwenyika kwakavewo nekukanganisa kukuru pakupihwa kwearuminiyamu yakadzokororwa. Mumakore achangopfuura, China yakaisa matanho akasimba ekudzora pakupinzwa kunze kwealuminium scrap kusimbisa kuchengetedza kwezvakatipoteredza uye kutonga zviwanikwa. Izvi zvakakonzera kushanduka kukuru kwekutengesa kunze kwezvakagadzirwazve akadhindwa aruminiyamu alloy zvinhu, muna Gumiguru 2024, China yakaraswa aruminiyamu yekunze ye133,000 matani, kuwedzera kwe0.81%, pasi 13.59% gore-pa-gore, kudzikira kwezvinotengeswa kunze kwenyika kunoratidza kusagadzikana kwekupa.
2.Aluminium indasitiri cheni yemusika maonero
Aluminium oxide
Muna 2025, kuchave nekuwanda kwehuwandu hutsva hwekugadzira, pamwe nekuwedzera kunosvika gumi nenhatu kubva muzana, pamwe chete nemukana wekuti migodhi inotengeswa kunze kwenyika inogona kutsiva zvizere migodhi yemumba yeChina, uye kugadziridzwa kwemutemo wekudzoreredzwa kwemutero wealuminium kunze kwenyika kuchadzvinyirira kuwedzera kwekudiwa, uye mutengo uchadonha uine mukana wakakura. Kuwedzerwa kwekupa: China itsva alumina yekugadzira simba muna 2025 May inosvika mamiriyoni 13.2 emamiriyoni, uye mhiri kwemakungwa simba rekugadzira rinotarisirwa kuwedzera nemamiriyoni 5.1 mamiriyoni muna 2025. Kuderera kwemutengo: kupiwa kwebauxite uye alumina kwakawedzera, kupesana pakati pekupa uye kudiwa kwakaderera zvakanyanya, uye mutengo wakaderera zvishoma nezvishoma.
Electrolytic aluminium
Kugona kwekugadzira kwedivi rekupa kwasvika padenga, mukana wekuwedzera kugadzirwa wakadzikira zvakanyanya, kugadzirwa kwemhiri kwemakungwa kunokanganiswa nezvinhu zvakasiyana, uye kugadzirwa hakugone kuitwa nemazvo. Padivi rinodiwa, kunze kwekuderera kwegore-pa-gore mukudiwa kweimba, zvimwe zvichemo zvekupedzisira zvakaratidza kushanda kwakajeka, kunyanya mumunda wesimba idzva rinoda kukura kunogona, uye kugovera kwepasi rose uye kudiwa kwakachengetedza kuenzanisa kwakasimba; Kusimba kwekugadzira mudzimba kuri padyo nemutsara mutsvuku, huwandu hwe450,000 matani ehunyanzvi hwekugadzira mudzimba hunogona kuiswa mu2025, uye mhiri kwemakungwa kunotarisirwa kuwedzera mazana masere nemakumi maviri ezviuru zvematani ehunyanzvi hwekugadzira pasi peiyo benchmark mamiriro, kuwedzera kwe2.3% zvichienzaniswa ne2024. kutsva kutsva kunotungamirirwa ne photovoltaic uye itsva simba motokari inotarisirwa kuva isingasviki 260,000 matani epamba electrolytic aruminiyamu kupa muna 2025. Kukwira kwemutengo: Shanghai aruminiyamu mitengo inotarisirwa kuchinja pakati pe19000-20500 yuan / toni muhafu yekutanga yegore, uye kudzikamisa kwegore, uye hafu yemutengo unotarisirwa muhafu yepiri. 20,000-21,000 yuan/ton.
Aluminium processing
Nekukurumidza kuvandudzwa kwemotokari dzemagetsi matsva, indasitiri yephotovoltaic uye kufarirwa kwehunyanzvi hwe5G, kudiwa kwezvigadzirwa zvealuminium zvakagadziriswa zvicharamba zvichiwedzera uye zvinotarisirwa kuchengetedza tsika yekukura yakagadzikana. Kuwedzera kukura kwemusika: Saizi yemusika inotarisirwa kusvika 1 trillion yuan, uye kudiwa kwemotokari nyowani dzesimba, photovoltaic, 3C uye smart imba yakasimba. Kukwidziridzwa kwechigadzirwa: Chigadzirwa chiri kufamba chakanangana nekuita kwepamusoro, kureruka uye kwakawanda-kushanda, uye kutsvagisa nekuvandudzwa kwezvinhu zvepamusoro-soro uye yakakosha basa aluminium alloy. Kufambira mberi kwetekinoroji: hungwaru, otomatiki mune yakakura, bhizinesi rekudyara midziyo, kudzora kugadzirwa, kunatsiridza kugona uye mhando, indasitiri-yunivhesiti-tsvakurudzo yekushandira pamwe kusimudzira kufambira mberi kwetekinoroji.
Aluminium yakadzokororwa
Kupinda panguva yekukura, mota dzakaraswa / dzakapatsanurwa dzinopinda munguva yehuwandu, iyo inogona kuzadza chiitiko chekushaya kukwana mudzimba yakadzokororwa aluminiyamu, uye musika une tarisiro yakakura, asi parizvino iri kutarisana nezvinetso senge kusakwana kwehuwandu hwezvakaremerwa kunze kwenyika, musika wakasimba wekumirira-uye-kuona manzwiro, uye kusakwana kwekuverenga. Kukura kwekugadzirwa: Maererano nebazi reRecycled Metal reChina Non-Ferrous Metals Industry Association, ichasvika mamiriyoni 11.35 matani muna 2025. Kuwedzerwa kwemunda wekushanda: Muminda yemotokari itsva dzemagetsi, kuvaka, magetsi uye mamwe mashandisirwo acharamba achiwedzera, zvakadai semotokari itsva yemagetsi mukutsvaga kwekuvandudza mileage, nhamba huru yehuremu inoderedza uremu hwealuminium. Kuwedzera kutariswa kwemaindasitiri: Pasi pekuwedzera-mativi maviri ekugadzira mafekitori makuru uye zvimiro zveindasitiri, mamwe mabhizinesi madiki achabviswa nemusika, uye mabhizinesi anobatsira achakwanisa kuita mhedzisiro, kuderedza mitengo, uye kusimbisa kukwikwidza kwemusika.
3.Strategy analysis
Alumina: Bhizinesi rekugadzira rinogona kuwedzera hesiti nenzira kwayo kana mutengo wakakwira, mirira kuti mutengo udonhe uye wozotakura zvishoma nezvishoma; Vatengesi vanogona kufunga kutora zvinzvimbo zvipfupi mitengo isati yawira pahedge kuburikidza nemusika weramangwana uye kuvhara mupurofiti.
Electrolytic aluminium: Mabhizinesi ekugadzira anogona kutarisisa kukura kwekudiwa munzvimbo dziri kusimukira senge simba idzva, gadzirisa chimiro chechigadzirwa, uye kuwedzera kugadzirwa kwezvinhu zvine hukama; Vagadziri vemari vanogona kutenga zvibvumirano zveramangwana kana mitengo yakadzikira uye voitengesa kana mitengo yakakwira zvichienderana nemamiriro ehupfumi uye musika wekupa uye zvinoda shanduko.
Aluminium processing: mabhizinesi anofanirwa kusimbisa hunyanzvi hwetekinoroji uye tsvakiridzo yechigadzirwa nekusimudzira, kuwedzera chigadzirwa chakawedzera kukosha uye kukwikwidza kwemusika; Shingairira kuwedzera misika iri kusimukira, senge mota nyowani dzesimba, aerospace, ruzivo rwemagetsi nemimwe minda; Simbisa kushandira pamwe nemabhizinesi ekumusoro neakadzika kuti agadzirise cheni yekugovera yakagadzikana.
Nguva yekutumira: Feb-03-2025
