The solution of electrolytic aluminum depends on the market
发布时间：2021-08-05 16:30:42 浏览：次
Chinalco.com: at present, it is the traditional peak season of the electrolytic aluminum industry, but the downstream demand has not changed greatly. Coupled with overcapacity, increased costs and other factors, the whole electrolytic aluminum industry is in a state of comprehensive loss. The main business of the vast majority of electrolytic aluminum enterprises basically does not make money or break even at most. In 2012, the aluminum price fell to about 16000 yuan per ton, and the vast majority of enterprises have begun to lose money.
Metallurgical industry analysts pointed out: at present, the whole electrolytic aluminum industry is showing an overall loss. In 2012, the capacity utilization rate of electrolytic aluminum was lower than 70%, and the problem of overcapacity in the industry has become very prominent. However, the upsurge of investment and construction of electrolytic aluminum in the West has accelerated against the trend, which undoubtedly brings great risks to the industry. At present, the transfer of aluminum production capacity to the west is lack of planning and management, and the capacity exit mechanism in the central and eastern regions needs to be improved and lack of supervision, which has further worsened the problem of overcapacity in the domestic electrolytic aluminum industry.
For the electrolytic aluminum industry, investing in the west not only has the advantages of rich coal resources and relatively low price, but also has the disadvantages of being far away from the mainland market and increasing transportation costs. Therefore, the low price of coal resources has become the main reason for the electrolytic aluminum industry to enter the West.
In the case of insufficient operating rate, the rapid new capacity has greatly increased the problem of overcapacity for the whole electrolytic aluminum industry, which is a great risk for the whole industry.
In order to curb the risk of overcapacity caused by the blind expansion of electrolytic aluminum, relevant departments jointly issued a document in April 2012 calling for the suspension of all proposed electrolytic aluminum projects and requiring local governments to cancel preferential policies for the industry. At that time, Xinjiang, which was considered to be an important city for the development of electrolytic aluminum, was not included. However, of course, the rapid expansion of new production capacity brought by a large number of electrolytic aluminum enterprises entering Xinjiang is full of hidden worries“ "New construction" without corresponding "elimination" will not only aggravate the environmental pressure in the western region, but also for the electrolytic aluminum industry, the rapid expansion of production capacity will inevitably lead to industry surplus. At the same time, the price will fall, and the loss dilemma of the whole industry will be difficult to reverse.
According to the Research Report on China's electrolytic aluminum market analysis and investment strategy from 2013 to 2017, the electrolytic aluminum industry has excess capacity. If it cannot be effectively planned and designed, while increasing the development of the west, the central and eastern regions have not gradually withdrawn, at least partially, which will intensify domestic competition, resulting in further decline in prices and profits, This will affect China's export price and is not conducive to the long-term development of the industry. But it is better to rely on the market than policy guidance. The market natural price adjustment lever is the best way to guide the industry. The change of the market will really make the industrial transfer a reality（ Chinalco News Center)
