Mu 2024, motsogozedwa ndi njira ziwiri zazachuma padziko lonse lapansi komanso ndondomeko zapakhomo, makampani a aluminiyamu aku China awonetsa zovuta komanso zosinthika. Pazonse, kukula kwa msika kukukulirakulira, ndipo kupanga ndi kugwiritsa ntchito aluminiyamu kukukulirakulira, koma kukula kwachulukira. Kumbali imodzi, motsogozedwa ndi kufunikira kwakukulu kwa magalimoto atsopano amagetsi, photovoltaic, mphamvu zamagetsi ndi madera ena, magwiritsidwe ntchito a aluminiyamu akupitiriza kukula, kulowetsa mphamvu zatsopano mu chitukuko cha mafakitale; Kumbali ina, kutsika kwa msika wogulitsa nyumba kwapangitsa kuti pakufunika kufunikira kwa aluminiyamu pantchito yomanga. Kusinthasintha kwamakampani a aluminiyamu pakusintha kwa msika, njira zoyankhira pakusinthasintha kwamitengo yazinthu zopangira, komanso zoyeserera zolowera mkati mwazofunikira pakukula kwamafuta obiriwira komanso otsika kaboni zikufufuzidwabe ndikulimbikitsidwa pang'onopang'ono. Kutuluka kwa zokolola zatsopano zamakampani sikunakwaniritse zofunikira za chitukuko cha mafakitale, ndipo mafakitale a aluminiyamu akukumana ndi mavuto ambiri.
1.aluminiyamu makampani unyolo kusanthula msika
Alumina
Mu June 2024, zotuluka zinali matani 7.193 miliyoni, chiwonjezeko cha 1.4% chaka ndi chaka, ndipo kuwonjezeka kwa mwezi ndi mwezi kunali kochepa. M'magawo otsatirawa a kuyambiranso kwa mphamvu zopanga zotulutsidwa, kupanga kwatsopano ku Inner Mongolia kumatha kumasulidwa pang'onopang'ono, ndipo mphamvu yogwirira ntchito yakhala ikuchulukirachulukira.
Mu 2024, mtengo wa alumina umasinthasintha kwambiri, kuwonetsa mawonekedwe owoneka bwino. Mu theka loyamba la chaka, mtengo wonsewo udawonetsa kukwera, komwe kuyambira Januware mpaka Meyi, mtengo wa alumina udakwera kuchokera pafupifupi 3,000 yuan / tani koyambirira kwa chaka mpaka 4,000 yuan / tani, kuwonjezeka kwa 30%. Chifukwa chachikulu chakukwera kwamitengo pagawoli ndikuthira kokwanira kwa bauxite wakunyumba, zomwe zimapangitsa kuti pakhale ndalama zambiri zopangira aluminiyamu.
Kukwera kwakukulu kwamitengo ya aluminiyamu kwadzetsa chitsenderezo chachikulu pamtengo wamabizinesi akumunsi a electrolytic aluminiyamu. Kuti apange tani imodzi ya aluminiyamu ya electrolytic iyenera kudya matani 1.925 a mawerengedwe a aluminiyamu, mtengo wa alumina umakwera 1000 yuan/tani, mtengo wopangira aluminiyumu wa electrolytic udzakwera pafupifupi 1925 yuan/tani. Poyankha kukakamizidwa kwa mtengo, mabizinesi ena a aluminiyamu a electrolytic adayamba kuchepetsa kupanga kapena kuchedwetsa kuyambiranso kwa dongosolo lopanga, monga chigawo cha Henan, Guangxi, Guizhou, Liaoning, Chongqing ndi madera ena okwera mtengo amakampani ena ku China alengeza kukonzanso, kuyimitsa tanki kapena kuchepetsa kuyambiranso kwa kupanga.
Electrolytic aluminiyamu
Mu 2022, mphamvu yopanga inali pafupifupi matani 43 miliyoni, yomwe yayandikira mzere wofiira wa denga. Pofika December 2024, mphamvu ya ntchito ya makampani China electrolytic zotayidwa anali matani 43,584,000, kuwonjezeka kwa matani 1.506 miliyoni, kapena 3.58%, poyerekeza ndi matani 42,078,000 kumapeto kwa 2023. Pakali pano, okwana kupanga mphamvu zoweta za m'banja electrolytic 4. Kukhazikitsidwa kwa ndondomekoyi ndikofunika kwambiri pa chitukuko cha nthawi yaitali cha mafakitale a electrolytic aluminiyamu. Zimathandizira kuwongolera kuchuluka kwamakampani, kupeŵa mpikisano woyipa, komanso kulimbikitsa chitukuko chamakampani pamayendedwe apamwamba, obiriwira komanso okhazikika. Pochotsa mphamvu zobwerera m'mbuyo ndikuwongolera mphamvu zamagetsi, mabizinesi akulimbikitsidwa kukulitsa luso laukadaulo ndikuyika ndalama pakusunga mphamvu ndi kuchepetsa kutulutsa mpweya, ndikuwongolera mpikisano wonse wamakampani.
Aluminium processing
Ndi kusintha kwa zofunikira zopepuka m'mafakitale osiyanasiyana, kufunikira kwa zinthu zopangidwa ndi aluminiyamu kukukulirakulira, ndipo zinthuzo zikukula molunjika kuchitetezo chapamwamba, chanzeru komanso chachilengedwe. Pantchito yomanga, ngakhale kutsika kwa msika wamalonda, zitseko za aluminiyamu ndi Windows, makoma otchinga ndi zinthu zina akadali ndi zofunikira zokhazikika m'nyumba zatsopano zamalonda, nyumba zogona zapamwamba komanso ntchito zakale zokonzanso nyumba. Malinga ndi ziwerengero, kuchuluka kwa aluminiyumu yomwe imagwiritsidwa ntchito pantchito yomanga imakhala pafupifupi 28% yazomwe zimagwiritsidwa ntchito popanga aluminiyamu. Pankhani ya mayendedwe, makamaka kukula kwachangu kwa magalimoto amagetsi atsopano, kufunikira kwa zida zopangira aluminiyamu kwawonetsa kukula kwakukulu. Ndi kuthamangitsidwa kwa njira yopepuka yamagalimoto, aloyi ya aluminiyamu imagwiritsidwa ntchito kwambiri popanga thupi, gudumu la magudumu, thireyi ya batri ndi zinthu zina. Potengera chitsanzo cha galimoto yamphamvu yatsopano, kuchuluka kwa aluminiyumu yomwe imagwiritsidwa ntchito m'thupi lake imaposa 400 kg / galimoto, yomwe imachulukitsidwa kwambiri poyerekeza ndi magalimoto amtundu wamafuta. Kuphatikiza apo, kufunikira kwa ma conductor a aluminiyamu, ma radiator a aluminiyamu ndi zinthu zina mumakampani opanga magetsi kwakweranso pang'onopang'ono ndikumanga ndi kukweza gridi yamagetsi.
Aluminiyamu wobwezerezedwanso
M'zaka zaposachedwa, kupanga akupitiriza kukwera, 2024 ndi chaka chapadera kwa zotayidwa zobwezerezedwanso ku China kupanga chojambula chachikulu, ndipo pachaka zobwezerezedwanso zotayidwa kupanga zotayidwa wathyola chizindikiro matani miliyoni 10, kufika pafupifupi 10,55 miliyoni matani, ndi chiŵerengero cha zotayidwa zobwezerezedwanso zotayidwa kuti zotayidwa pulayimale wakhala pafupifupi 1:4. Komabe, kubwezeredwa kwa aluminiyamu zinyalala, gwero la chitukuko cha zotayidwanso, si chiyembekezo.
Kukula kwa mafakitale opangidwanso ndi aluminiyamu kumadalira kwambiri kupezeka kwa zida zotayidwa za aluminiyamu, ndipo kupezeka kwa zopangira zotayidwanso ku China kukukumana ndi vuto lalikulu. The zoweta zotayidwa zinyalala dongosolo yobwezeretsanso si wangwiro, ngakhale China akale zotayidwa zinyalala mlingo kuchira m'madera ena mu mlingo kutsogolera dziko, monga zitini zotayidwa zotayidwa zotayidwa akhoza kufika 100%, zomangamanga zotayidwa zinyalala zobwezeretsanso angafikire 90%, malo magalimoto zoyendera ndi 87%, koma mlingo wonse kuchira zinyalala zofunika kwambiri chifukwa njira zobwezerezedwanso zimayenera kusinthidwa. osakhala muyezo, kuchuluka kwa zinyalala zotayidwa aluminiyamu si bwino zobwezerezedwanso.
Kusintha kwa mfundo zogulitsira kunja kwakhudzanso kwambiri kaphatikizidwe ka zopangira zotayidwanso za aluminiyamu. M'zaka zaposachedwa, dziko la China lakhazikitsa njira zowongolerera pakubweretsa zotayidwa kunja kuti zilimbikitse chitetezo cha chilengedwe komanso kasamalidwe kazinthu. Izi zidapangitsa kuti pakhale kusinthasintha kwakukulu pakugulitsa zinthu zobwezerezedwanso za aluminiyamu ya aloyi, mu Okutobala 2024, zotulutsa zaku China zotulutsa matani 133,000, kuchuluka kwa 0,81%, kutsika ndi 13.59% pachaka, kutsika kwa zinthu zotuluka kunja kukuwonetsa kusakhazikika kwazinthu.
2.Mawonekedwe a msika wa Aluminium
Aluminium oxide
Mu 2025, padzakhala zambiri zatsopano kupanga mphamvu, ndi chiwonjezeko pafupifupi 13%, pamodzi ndi kuthekera kuti migodi kunja akhoza mokwanira m'malo migodi yapakhomo China, ndi kusintha kwa zotayidwa ndondomeko kubweza msonkho kunja adzapondereza chiwonjezeko kufunikira, ndipo mtengo udzagwa ndi kuthekera kwakukulu. Kuwonjezeka kokwanira: Kupanga kwa alumina yatsopano ya China mu 2025 May kufika matani 13.2 miliyoni, ndipo mphamvu zopangira kunja kwa nyanja zikuyembekezeka kuwonjezeka ndi matani 5.1 miliyoni mu 2025. Kutsika kwamtengo: kuperekedwa kwa bauxite ndi alumina kunakula, kutsutsana pakati pa kuperekera ndi kufuna kunachepa kwambiri, ndipo mtengowo unagwa pang'onopang'ono.
Electrolytic aluminiyamu
Mphamvu yopangira mbali yoperekera yafika padenga, mwayi wowonjezera kupanga ndi wotsika kwambiri, kupanga kunja kwa dziko kumakhudzidwa ndi zinthu zosiyanasiyana, ndipo kupanga sikungachitike bwino. Kumbali yofunikila, kuwonjezera pa kuchepa kwa chaka ndi chaka kwa kufunikira kwa malo ogulitsa nyumba, zofuna zina zowonongeka zimasonyeza ntchito yowala, makamaka m'munda wa mphamvu zatsopano zowonjezera mphamvu zowonjezera mphamvu, ndipo padziko lonse lapansi ndi zofuna zapadziko lonse zimakhalabe zolimba; Kuthekera kwapakhomo kuli pafupi ndi mzere wofiyira, matani 450,000 a mphamvu zatsopano zopangira zoweta zitha kukhazikitsidwa mu 2025, ndipo kutsidya kwa nyanja akuyembekezeka kuwonjezera matani 820,000 a mphamvu zatsopano zopanga pansi paziwonetsero, kuwonjezeka kwa 2.3% poyerekeza ndi 2024. Kufuna kwatsopano komwe kumayendetsedwa ndi magalimoto amtundu wa photovoltaic ndi mphamvu zatsopano kukuyembekezeka kukhala kosakwana matani 260,000 a aluminiyamu yakunyumba ya electrolytic mu 2025. Kukwera kwamitengo: mitengo ya aluminiyamu ya Shanghai ikuyembekezeka kusinthasintha pakati pa 19000-20500 yuan/tani mu theka loyamba la chaka, ndikukhazikika mchaka chachiwiri, ndipo mtengo wachiwiri ukuyembekezeka kukhala theka la chaka. 20,000-21,000 yuan/tani.
Aluminium processing
Ndi chitukuko chofulumira cha magalimoto opangira mphamvu zatsopano, mafakitale a photovoltaic komanso kutchuka kwa teknoloji ya 5G, kufunikira kwa zinthu zopangidwa ndi aluminiyamu kudzapitirira kuwonjezeka ndipo akuyembekezeka kukhalabe ndi chitukuko chokhazikika. Kukula kwa msika: Kukula kwa msika kukuyembekezeka kufika 1 thililiyoni yuan, ndipo kufunikira kwa magalimoto amagetsi atsopano, photovoltaic, 3C ndi nyumba yanzeru ndiyamphamvu. Kukweza kwazinthu: Zogulitsazo zikuyenda bwino kwambiri, zopepuka komanso zogwira ntchito zambiri, komanso kafukufuku ndi chitukuko cha zida zapamwamba komanso ntchito yapadera ya aluminiyamu aloyi. Kupita patsogolo kwaukadaulo: zanzeru, zodzipangira zokha, zida zamabizinesi, zowongolera, kuwongolera bwino komanso luso, mgwirizano wamakampani-yunivesite-kafukufuku kulimbikitsa kupita patsogolo kwaukadaulo.
Aluminiyamu wobwezerezedwanso
Kulowa mu nthawi yakukula, magalimoto otayika / ophatikizika amalowa munthawi yochulukirapo, yomwe imatha kudzaza chodabwitsa cha aluminiyamu osakwanira m'nyumba, ndipo msika uli ndi chiyembekezo chachikulu, koma pakali pano ukukumana ndi mavuto monga kusakwanira kwa zinyalala zomwe zimatumizidwa kunja, msika wamphamvu wodikirira ndikuwona malingaliro, komanso kuwerengera kosakwanira. Kukula Kukula: Malinga ndi Recycled Metal nthambi ya China Non-Ferrous Zitsulo Makampani Association, izo kufika matani miliyoni 11.35 mu 2025. Ntchito kukulitsa munda: M'minda ya magalimoto atsopano mphamvu, zomangamanga, zamagetsi ndi ntchito zina adzapitiriza kukula, monga magalimoto mphamvu zatsopano pofunafuna kusintha mtunda, chiwerengero chachikulu cha zotayidwa kuchepetsa kulemera kwa recycled. Kuchulukitsa kwamakampani: Pakukulitsidwa kwa mbali ziwiri kwa mphamvu zopangira mafakitale akulu ndi machitidwe amakampani, mabizinesi ang'onoang'ono adzathetsedwa ndi msika, ndipo mabizinesi opindulitsa azitha kuchitapo kanthu, kuchepetsa mtengo, ndikulimbikitsa mpikisano wamsika.
3.Kusanthula njira
Alumina: Bizinesi yopanga imatha kukulitsa zowerengera moyenera mtengo ukakhala wokwera, dikirani kuti mtengo ugwe kenako ndikutumiza pang'onopang'ono; Amalonda angaganizire kutenga malo ochepa mitengo isanagwere m'misika yam'tsogolo ndikutseka phindu.
Electrolytic aluminiyamu: Mabizinesi opanga amatha kulabadira kukula kwa kufunikira kwa madera omwe akubwera monga mphamvu zatsopano, kusintha kapangidwe kazinthu, ndikuwonjezera kupanga kwazinthu zofananira; Otsatsa amatha kugula mapangano am'tsogolo pomwe mitengo ili yotsika ndikugulitsa mitengo ikakhala yokwera molingana ndi momwe zinthu ziliri pachuma chachikulu komanso kusintha kwa msika ndikusintha.
Aluminium processing: mabizinesi ayenera kulimbikitsa luso laukadaulo ndi kafukufuku wazinthu ndi chitukuko, kukulitsa mtengo wowonjezera wazinthu ndi kupikisana pamsika; Kukulitsa mwachangu misika yomwe ikubwera, monga magalimoto amagetsi atsopano, zakuthambo, zidziwitso zamagetsi ndi magawo ena; Limbikitsani mgwirizano ndi mabizinesi akumtunda ndi pansi kuti mukhazikitse njira yokhazikika yoperekera zinthu.
Nthawi yotumiza: Feb-03-2025
