Umkhakha we-aluminium we-electrolytic waseShayina uqhubeke nomzila wawo oyingqayizivele "wezindleko ezikhuphukayo kanye nenzuzo ekhulayo" ngoDisemba 2025, uphikisana nokuguquguquka kwemakethe okuvamile njengokwanda kwentengo okuqinileukwenyuka kwezindleko zokukhiqiza ngesivinini esikhuluNgokwezibalo ze-Antaike, isilinganiso sezindleko eziphelele (kufaka phakathi intela) ye-electrolytic aluminium sifinyelele ku-16,454 yuan ngethani ngenyanga edlule, okubonisa ukwanda kwenyanga nenyanga kwama-yuan angu-119 noma u-0.7%, kuyilapho sehla ngama-yuan angu-4,192 (20.3%) unyaka nonyaka.
Ukuguquguquka kwezindleko kubonisa ukuhlangana okuhlukile kwezici zokufaka ku-Hall-Héroult process supply chain. Izindleko ze-anode kanye namandla zavela njengezimbangela eziyinhloko zokunyuka kwanyanga zonke. Amanani e-anode akhuphuke afinyelela cishe eminyakeni emibili nesigamu ngoDisemba, eqhutshwa yimikhawulo yesizini yokushisa ezindaweni ezinkulu zokukhiqiza eShandong naseHenan, kanye nokwenyuka kwezindleko zezinto zokusetshenziswa ze-carbon anode. Phakathi naleso sikhathi, intengo kagesi ekhokhiswe intela ephelele embonini yokuncibilikisa i-aluminium ikhuphuke ngo-0.006 yuan nge-kilowatt-hora inyanga nenyanga yaya ku-0.423 yuan/kWh, okugcizelela ukucindezeleka okuqhubekayo kwezindleko zamandla.
Lokhu kukhuphuka kwezindleko kuncishiswe kancane ngenxa yokwehla kwentengo ye-alumina, okuyisihluthuleloi-feedstock ebala inani elikhuluIngxenye yezindleko zokukhiqiza. Idatha yentengo ye-spot ka-Antaike ikhombisa ukuthi isilinganiso se-alumina singu-2,808 yuan ngethani ngesikhathi sokuthengwa ngoDisemba, sehle ngo-77 yuan (2.7%) kusukela enyangeni edlule. Ngonyaka ogcwele ka-2025, isilinganiso sezindleko ze-electrolytic aluminium eShayina sime ku-16,722 yuan ngethani, ukwehla ngo-5.6% (995 yuan/tonne) uma kuqhathaniswa no-2024, okubonisa ukuthuthukiswa kwesakhiwo sezindleko kulo lonke umkhakha.
Okubaluleke kakhulu, amanani e-aluminium e-electrolytic akhuphuke ngesivinini esikhulu kunezindleko, okwenza inzuzo enkulu yande. Intengo emaphakathi yenkontileka eqhubekayo ye-Shanghai Aluminium ifinyelele kuma-yuan angu-22,101 ngethani ngoDisemba, yanda ngama-yuan angu-556 inyanga nenyanga. U-Antaike ulinganisela ukuthi inzuzo emaphakathi yanyanga zonke ifinyelele kuma-yuan angu-5,647 ngethani (ngaphambi kokukhipha intela enenani kanye nentela yengeniso yenkampani, ehlukahluka ngokwesifunda), yanda ngama-yuan angu-437 kusukela ngoNovemba futhi yagcina inzuzo ephelele embonini. Ngo-2025, inzuzo emaphakathi yonyaka ngethani le-aluminium ikhuphuke ngo-80.8% unyaka nonyaka yafinyelela cishe kuma-yuan angu-4,028, okuwukukhuphuka kwama-yuan angu-1,801 ngethani.
Lokhu kusebenza okuhle kuza phakathi kokuthuthukiswa kwamandla okuqhubekayo kweShayina kanye nokulinganiswa kabusha kwesidingo sokunikezwa komhlaba wonke. Ikhono lomkhakha lokugcina izinzuzo ezinhle naphezu kwezindleko zokufaka ezikhuphukayo libonisa okuhle kwezingxenye zokucubungula i-aluminium ezingezansi, okuhlanganisaamashidi e-aluminium, imigoqo, amashubhu, kanye nezinsizakalo zomshini ezenziwe ngokwezifisoNjengoba imboni idlula ekushintsheni kwamandla kanye nemithethonqubo yezemvelo, ukuguquguquka kwenzuzo yezindleko ezizinzile kulindeleke ukuthi kusekele ukuhlinzekwa okuqhubekayo kanye nokuthuthukiswa kwekhwalithi yemikhiqizo ye-aluminium enenani eliphezulu ngo-2026.
Isikhathi sokuthunyelwe: Jan-12-2026