Ua hoʻomau ka ʻāpana alumini electrolytic o Kina i kāna ala kūikawā "e piʻi ana nā kumukūʻai me ka hoʻonui ʻana i nā loaʻa kālā" i Dekemaba 2025, e kūʻē ana i nā dinamika mākeke maʻamau e like me ka loaʻa ʻana o nā kumukūʻai ikaika.ua ʻoi aku ka wikiwiki o ka piʻi ʻana o ke kumukūʻai hanaWahi a nā helu ʻana a Antaike, ua hōʻea ke kumukūʻai awelika kaumaha (me ka ʻauhau) o ka alumini electrolytic i 16,454 yuan no ka tonne i ka mahina i hala, e hōʻailona ana i ka piʻi ʻana o 119 yuan a i ʻole 0.7% i kēlā me kēia mahina, ʻoiai e emi ana he 4,192 yuan (20.3%) i kēlā me kēia makahiki.
Hōʻike ka loli o ke kumukūʻai i kahi pilina koʻikoʻi o nā mea hoʻokomo i loko o ke kaulahao hoʻolako hana ʻo Hall-Héroult. Ua kū mai nā kumukūʻai anode a me ka mana ma ke ʻano he mau mea hoʻokele nui o ka piʻi ʻana o kēlā me kēia mahina. Ua piʻi aʻe nā kumukūʻai anode i kahi kokoke i ʻelua a me ka hapa makahiki i Dekemaba, i hoʻoulu ʻia e nā kapu kau hoʻomehana ma nā kikowaena hana nui ʻo Shandong lāua ʻo Henan, me ka piʻi ʻana o nā lilo mea maka no nā anodes kalapona. I kēia manawa, ua piʻi ke kumukūʻai uila ʻauhau piha no ka ʻoihana hoʻoheheʻe alumini i 0.006 yuan no kēlā me kēia kilowatt-hola mahina-ma-mahina i 0.423 yuan/kWh, e hōʻike ana i nā kaomi kumukūʻai ikehu mau.
Ua hoʻemi ʻia kēia piʻi ʻana o ke kumukūʻai e ka emi ʻana o nā kumukūʻai alumina, he mea nuika helu ʻana o ka feedstock no kahi mea nuihapa o nā lilo hana. Hōʻike ka ʻikepili kumukūʻai kiko o Antaike i ka awelika o ka alumina he 2,808 yuan no ka tonne i ka wā kūʻai o Dekemaba, e hāʻule ana he 77 yuan (2.7%) mai ka mahina i hala. No ka makahiki piha 2025, ʻo ke kumukūʻai awelika kaumaha o Kina no ka alumini electrolytic he 16,722 yuan no ka tonne, he emi ʻana he 5.6% (995 yuan/tonne) i hoʻohālikelike ʻia me 2024, e hōʻike ana i ka hoʻomaikaʻi ʻana i ka hoʻonohonoho kumukūʻai ma waena o ka ʻāpana.
ʻO ke koʻikoʻi, ua piʻi wikiwiki nā kumukūʻai alumini electrolytic ma mua o nā kumukūʻai, e hoʻokele ana i ka hoʻonui ʻana o ka loaʻa kālā nui. Ua piʻi ke kumukūʻai awelika o ka ʻaelike hoʻomau Shanghai Aluminum i 22,101 yuan no ka tonne i Dekemaba, e holomua ana i 556 yuan i kēlā me kēia mahina. Ua manaʻo ʻo Antaike ua hiki ka loaʻa kālā awelika o kēlā me kēia mahina i 5,647 yuan no ka tonne (ma mua o ka unuhi ʻana i ka ʻauhau waiwai i hoʻohui ʻia a me ka ʻauhau loaʻa kālā o ka hui, e loli ana ma kēlā me kēia ʻāina), e hoʻonui ana i 437 yuan mai Nowemapa a mālama i ka loaʻa kālā piha o ka ʻoihana. No 2025, ua piʻi ka loaʻa kālā makahiki awelika no ka tonne o ka alumini i 80.8% makahiki-ma-makahiki i kahi o 4,028 yuan, he piʻi ʻana o 1,801 yuan no ka tonne.
Hiki mai kēia hana maikaʻi ma waena o ka hoʻonui ʻana o ka mana o Kina a me ke kaulike hou ʻana o ka lako-koi honua. ʻO ka hiki i ka ʻoihana ke mālama i nā palena waiwai olakino ʻoiai ke piʻi nei nā kumukūʻai hoʻokomo he hōʻailona maikaʻi ia no nā ʻāpana hana alumini ma lalo, menā pepa alumini, nā kaola, nā paipu, a me nā lawelawe mīkini maʻamauI ka hoʻokele ʻana o ka ʻoihana i ka hoʻololi ikehu a me nā lula kaiapuni, manaʻo ʻia ka dinamika waiwai paʻa e kākoʻo i ka lako mau a me ka hoʻomaikaʻi ʻana i ka maikaʻi no nā huahana alumini waiwai nui i hoʻohui ʻia i ka makahiki 2026.
Ka manawa hoʻouna: Ian-12-2026