"Sky-siab" muaj peev xwm nce mus txog qhov siab tshaj plaws
Raws li cov ntaub ntawv los ntawm Tuam Tshoj Nonferrous Metals Industry Association, domestic alumina tag nrho muaj peev xwm mus txog 108 lab tonnes nyob rau hauv 2025, nrog 8.3 lab tonnes ntawm tshiab muaj peev xwm muab tso rau hauv lub xyoo ntawd. Xyoo 2025, Tuam Tshoj tag nrho cov khoom lag luam alumina tau nce mus txog 94,448,000 tonnes, nce 9.4% xyoo-rau- xyoo, ntawm cov khoom siv hlau- qib tso zis yog 89.28 lab tonnes thiab tshuaj lom neeg- cov ntaub ntawv qib siab tshaj 5.1 lab tonnes.
Nyob rau hauv 2026, tshiab alumina tej yaam num nyob rau hauv Tuam Tshoj txuas ntxiv mus commissioned, thiab lub peev xwm nthuav lub zog tseem nyob twj ywm. Raws li lub Yim Hli thaum ntxov, lub teb chaws tag nrho cov peev txheej tsim rau metallurgical-qib alumina tau tshaj 120 lab tonnes hauv ib xyoos, nrog rau kev ua haujlwm muaj peev xwm ntawm 96.05 lab tonnes ib xyoo thiab kev siv tus nqi kwv yees li 79%.
Kev xa khoom ntau dhau yuav yog qhov loj tshaj "cov ntsiab lus hauv qab" rau kev lag luam alumina xyoo no.
Xav tau:
Lub "cap" ntawm electrolytic aluminium locks nyob rau hauv tsawg chav rau kev loj hlob
Alumina xav tau yog cov concentrated hauv electrolytic aluminium sector. Nyob rau hauv 2025, raws li alumina nqi retreated, aluminium producers 'profit margins rebounded sharply, thiab electrolytic txhuas muaj peev xwm pib ib tug sustained, me ntsis upward trend, feem ntau ua hauj lwm nyob rau theem siab. Nkag mus rau xyoo 2026, nrog qee lub peev xwm tshiab los hauv online, electrolytic aluminium muaj peev xwm hauv kev ua haujlwm ntaus cov tshiab highs, twb ze heev rau tag nrho cov peev txheej. Raws li cov ntaub ntawv los ntawm Baiinfo, raws li lub Tsib Hlis 21, 2026, Tuam Tshoj tus theoretical tsim muaj peev xwm rau electrolytic txhuas (xws li cov chaw ua haujlwm) sawv ntawm 48.064 lab tonnes, nrog rau kev ua haujlwm theoretical muaj peev xwm ntawm 44.824 lab tonnes. Nws kwv yees tias nyob rau xyoo 2026, 1.424 lab tonnes ntawm electrolytic aluminium muaj peev xwm tau teem sijhawm kaw, thaum 2.198 lab tonnes ntawm lub peev xwm tshiab tau npaj pib thiab 300,000 tonnes ntawm restarted peev tseem tsis tau tso tawm.
Kev khiav hauj lwm hauv tsev electrolytic txhuas muaj peev xwm tau tsoo txoj cai "qab nthab" ntawm 45 lab tonnes, nrog rau kev siv lub peev xwm ntau tshaj 98%, thiab cov nyiaj nce ntxiv hauv lub xyoo yuav tsis tshua muaj kev txwv.
Raw Khoom:
Kev muab khoom-sab cuam tshuam ntawm qhov kawg ntawm kuv qhov hnyav ntawm cov nqi
Bauxite tso nyiaj rau 45% mus rau 60% ntawm cov nqi tsim khoom alumina thiab yog qhov tseem ceeb sib txawv los txiav txim qhov muaj txiaj ntsig thoob plaws hauv kev lag luam. Ntau qhov kev cuam tshuam ntawm cov khoom siv sab nraud yog qhov ua rau muaj kev cuam tshuam tus nqi no.
Guinea pab txhawb txog ib qho -feem peb ntawm lub ntiaj teb bauxite ntau lawm thiab yog lub hauv paus tseem ceeb ntawm Tuam Tshoj cov bauxite ntshuam, suav txog li 74% ntawm kev xa tawm hauv xyoo 2025. Ob xyoos dhau los, Guinea tau nthuav tawm ntau txoj cai ntsuas kev ua tiav, suav nrog kev nce cov dej num xa tawm, tshem tawm X pricing recess rau kev txiav txim siab (tseem ceeb ntawm GB). cov tuam txhab mining txawv teb chaws los tsim cov alumina refineries hauv zos. Tsis tas li ntawd, kev tsis sib haum xeeb ntawm thaj chaw nyob txawv teb chaws tseem muaj kev kub ntxhov, ua rau muaj zog thiab nqi xa khoom. Cov yam tseem ceeb no muaj qhov tsis zoo - cuam tshuam rau Tuam Tshoj txoj kev lag luam alumina, uas yog nyob ntawm kev xa khoom tuaj.
Kev ua lag luam:
Kev lim dej yog qhov nyuaj, thiab siab - ntu kawg tseem txwv
Nrog rau kev nce ceev ntawm cov lem xws li lithium roj teeb cais txheej txheej, sapphire substrates, hluav taws xob ceramics, thiab spherical thermal- sau cov ntaub ntawv rau AI servers, kev lag luam xav tau rau 4N-5N siab -purity alumina tau pom kev loj hlob tawg.
Hauv 2025, lub ntiaj teb siab -purity alumina lag luam loj yog US $ 3.24 billion. Kev ua lag luam tau kwv yees tias yuav loj hlob los ntawm US $ 3.41 nphom hauv 2026 txog US $ 4.97 billion los ntawm 2034, sawv cev rau kev loj hlob txhua xyoo ntawm 4.8% nyob rau lub sijhawm kwv yees. Asia- cheeb tsam Pacific yog tus tswj hwm qhov siab -purity alumina lag luam, suav txog 66.98% ntawm lub ntiaj teb feem hauv 2025.
Txawm li cas los xij, qhov muaj peev xwm tsis sib npaug siab - kawg peev . 5N thiab siab dua siab dua - purity alumina tseem yog tus thawj coj thoob ntiaj teb loj xws li Nyiv Sumitomo Chemical, Lub Tebchaws Yelemees Sasol, thiab Fabkis's Baikowski.
Tam sim no, domestic high -purity alumina hmoov tseem lag nyob rau hauv ultra- siab purity tswj, ruaj khov ntau lawm, thiab adaptability rau tshwj xeeb daim ntaub ntawv. Piv txwv li, nyob rau hauv nanoscale uniformity tswj, tsis sib xws grain - loj tis ua rau fluctuating nyias - zaj duab xis kev ua tau zoo - tshwj xeeb tshaj yog nyob rau hauv lub