Alumina Nqis nce ntxiv. Raws li qhov tsis sib haum xeeb ntawm kev muab khoom thiab kev xav tau, qhov cuam tshuam cuam tshuam tau xav txog thaum kawg ntawm thawj peb lub hlis twg ntawm 2025.

Raws li lub Kaum Hlis 11, tus nqi nruab nrab txhua hnub ntawm alumina mainstream hauv Suav lag luam yog 4,261.05 yuan / ton. Piv nrog rau tus nqi thaum pib ntawm lub xyoo, nws tau nce los ntawm 1,161.05 yuan / tuj, nrog kev loj hlob ntawm 37.45%. Piv nrog rau tib lub sijhawm xyoo tas los, nws tau nce 43.47%. Kev nce ntxiv ntawm alumina tus nqi yog nyob ntawm ib sab tes vim qhov tsis txaus ntawm cov peev txheej bauxite, uas txwv qhov txwv tsis pub nce ntawm cov khoom lag luam hauv tsev alumina ntau lawm. Cov khoom siv ntawm alumina tseem nyob rau hauv cov khoom luv luv, thiab cov ntawv cog lus mus sij hawm ntev ntawm qee lub lag luam tsis txaus. Ntawm qhov tod tes, txij li lub quarter thib ob, electrolytic aluminium nroj tsuag hauv Yunnan, Guizhou, Sichuan, Xinjiang thiab lwm qhov chaw tau rov pib tsim khoom thiab ntxiv cov peev txheej tshiab, thiab qhov kev thov rau alumina tau nce ntxiv. Tsis tas li ntawd, nyob rau lub quarter thib ob, Alcoa tau kaw ib qho alumina cog hauv Australia, suav nrog kev tshem tawm ntawm 2.2 lab tons ntawm cov peev txheej tsim khoom. Kev xa khoom ntawm alumina txawv teb chaws kuj tseem nruj ib txhij. Nws tau tshaj tawm tias tau muaj tus nqi pauv ntawm 642 US las / tuj rau Australian alumina FOB, uas yog sib npaug rau cov nqi alumina hauv tsev ze li ntawm 5,400 yuan / tuj, ntau dua li cov nqi alumina hauv tsev. Qhov no kuj yog vim li cas vim li cas cov khoom siv alumina tuaj txawv teb chaws tau poob qis hauv lub hlis tsis ntev los no. Kev cuam tshuam ntawm bauxite mov ntawm Guinea Alumina Corporation (GAC), ib lub koom haum ntawm Emirates Global Aluminium, tuaj yeem ua rau qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau hauv cov ntsiab lus ntawm alumina tseem ceeb thiab thawb tus nqi ntawm alumina. Lub inflection point ntawm alumina tus nqi yog zoo li yuav tshwm sim nyob rau thaum xaus ntawm thawj peb lub hlis twg ntawm 2025. Tam sim no, qhov tseem ceeb tshaj plaws tsav tsheb rau qhov nce ntawm alumina nqi yog lub phased mismatch ntawm mov thiab thov. Rau kev tshawb nrhiav cov ntsiab lus cuam tshuam yav tom ntej, kev hloov pauv ntawm cov khoom siv thiab kev thov yuav tsum tau them nyiaj rau.

Nyob rau hauv cov nqe lus ntawm kev muab khoom, raws li cov nyiaj tau los ntawm alumina tam sim no, alumina cov lag luam tau nquag ua. Txawm li cas los xij, vim qhov tsis txaus ntawm cov peev txheej bauxite, kev ua haujlwm ntawm qee lub lag luam tsis zoo, thiab cov khoom siv ntawm alumina kuj tseem nruj. Raws li lub caij los nag hauv Guinea tab tom yuav xaus, kev thauj mus los tom ntej ntawm bauxite yuav tsum nce ntxiv, thiab qhov tsis txaus ntawm cov khoom siv alumina hauv tsev yuav raug txo qis rau qee yam. Txawm li cas los xij, cov mines hauv tsev tau maj mam rov pib dua, thiab tam sim no tsis muaj xov xwm tshiab tshaj tawm. Nws cia siab tias cov zis ntawm domestic bauxite yuav nyob qis. Tsis tas li ntawd, muaj kev txwv cov peev txheej tshiab ntawm alumina hauv Suav teb xyoo no. Ib lub lag luam hauv Chongqing tau nthuav dav los ntawm 600, 000 tons los ntawm kev hloov pauv thev naus laus zis. Hauv Inner Mongolia, 1 lab tons tau rov pib tsim khoom. Hauv cheeb tsam Shandong, 2 lab tons ntawm lub peev xwm yuav raug hloov los ntawm qhov kawg ntawm lub xyoo. Lub 2 lab tons thawj zaug npaj yuav muab tso rau hauv kev tsim khoom hauv cheeb tsam Guangxi tej zaum yuav qeeb. Qhov tseeb nce ntawm alumina ntau lawm xyoo no yog tsawg heev thiab muaj kev cuam tshuam me ntsis rau cov khoom tam sim no. Ntxiv mus, yam xws li kev tsim khoom lag luam txiav thaum lub caij cua sov xyoo no yuav tsum tau xav txog. Qee qhov kev npaj ncua rau kev tsim khoom rau xyoo no yuav tsum tau ua tiav los ntawm qhov kawg ntawm thawj peb lub hlis twg ntawm 2025. Lub inflection point ntawm alumina nqi yuav zoo li nyob ib ncig ntawm lub quarter kawg ntawm lub xyoo tom ntej. Feem ntau hais lus, cov khoom siv ntawm alumina yog nruj, qhov kev thov qis qis yog nce, thiab cov nqi alumina tau nce mus txog qhov siab tshiab. Ib qho kev hloov me ntsis hauv cov khoom siv raw bauxite yuav tsum ua kom muaj qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau hauv cov ntsiab lus ntawm alumina. Xav txog lub sij hawm tso tawm ntawm domestic tshiab muaj peev xwm thiab qhov kev thov ntawm downstream electrolytic aluminium nroj tsuag, inflection point ntawm alumina nqi yog zoo li yuav tshwm sim nyob rau thaum xaus ntawm lub quarter thib peb ntawm 2025. Thaum lub sij hawm ntawd, cov khoom ntawm alumina yuav nce thiab muaj. tej zaum yuav yog qee chav rau tus nqi poob.

Yog tias koj txaus siab rau peb, thov nyem rau ntawm qhov txuas hauv qab no txhawm rau tshawb xyuas peb lossis cov khoom koj xav tau ntawm Made in China lub vev xaib

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