Hasashen Sarkar Masana'antar Aluminum ta 2026: Wadataccen Samarwa, Hauhawar Farashi
I. Wadatar da Bauxite Mai Yawa Duk da Ƙara Farashi a Jigilar Kaya
Yawan man da kasarmu ke samarwa a watan Fabrairu ya kai tan miliyan 4.7567, wanda ya ragu da kashi 10.92% na wata-wata amma ya karu da kashi 6.13% a shekara, wanda ke nuna wadatar wadatar da ake samu a cikin gida. Dangane da ma'adinan da aka shigo da su daga waje, kasarmu ta shigo da tan miliyan 14.67 na bauxite a watan Disamba, wanda ya ragu da kashi 2.88% na wata-wata da kuma kashi 2.02% na shekara-shekara, wanda hakan ke nuna wadatar wadatar da ake samu. Duk da haka, hauhawar farashin jigilar kaya ya haifar da karuwar farashin jigilar kaya a hankali saboda hauhawar farashin danyen mai.
Dangane da sabon ƙarfin aiki, babban ƙaruwar samar da bauxite a duniya a shekarar 2026 zai ci gaba da kasancewa a Guinea. Dangane da karuwar da ake sa ran samu a samarwa daga kamfanoni da ake da su, waɗanda aka ci gaba da samarwa, da kuma waɗanda aka faɗaɗa a Guinea, ana hasashen cewa samar da bauxite a duniya zai ƙaru da kimanin tan miliyan 40-50 a shekarar 2026. Banda yiwuwar kawo cikas ga manufofi, ana sa ran samar da bauxite a kasuwar zai kasance mai yawa a shekarar 2026.
II. Matsi na Samar da Alumina Ya Saura, Amma Farashi Ya Tashi
A watan Fabrairu, samar da alumina mai darajar ƙarfe a ƙasata ya kai tan miliyan 6.6002, wanda ya ragu da kashi 10.63% na wata-wata da kuma kashi 0.05% na shekara-shekara. Babban raguwar samar da kayayyaki da wani kamfani a arewacin China ya yi a tsakiyar watan Fabrairu, tare da gyaran kayan aiki da haɓaka layin samarwa da wasu kamfanoni suka yi, da kuma rage yawan aiki da wasu kamfanoni a kudu suka yi, ya haifar da ɗan raguwar yawan samar da kayayyaki a kowane wata. A watan Maris, wasu kamfanoni na iya ci gaba da haɓaka layin gyara da samarwa, kuma masana'antar za ta shiga wani mataki na rage kayan. Duk da haka, ana fitar da sabbin ƙarfin samarwa a Guangxi a hankali, wanda hakan ke rage raguwar, kuma ana sa ran yawan ƙarfin aiki zai nuna raguwar saurin.
Dangane da sabon ƙarfin aiki, za a ci gaba da fitar da adadi mai yawa na ƙarfin alumina a cikin gida da kuma ƙasashen duniya a shekarar 2026. An kiyasta cewa za a ƙara kimanin tan miliyan 15 na sabon ƙarfin aiki a cikin gida, galibi a lardunan Guangxi da Hebei, yayin da za a ƙara kimanin tan miliyan 7.5 na sabon ƙarfin aiki a ƙasashen waje, galibi a Indiya, wanda ke haifar da matsin lamba mai yawa a ɓangaren samar da alumina.
A watan Disamba, ƙasata ta fitar da tan 205,900 na alumina, wanda ya karu da kashi 22.56% na wata-wata da kuma kashi 9.35% na shekara-shekara, yayin da ake shigo da tan 227,800, wanda ya ragu da kashi 1.98% na wata-wata amma ya karu da kashi 1389% na shekara-shekara. Jimlar shigo da kayayyaki a watan Disamba tan 21,900 ne. Dangane da wuraren shigo da kayayyaki da fitar da kayayyaki na alumina, Gabas ta Tsakiya tana da ƙaramin kaso.
Dangane da kaya, ya zuwa ranar 5 ga Maris, jimillar kayan alumina na ƙasata ya kai tan miliyan 5.722, wanda ke ci gaba da ƙaruwa. Ƙarin ya samo asali ne daga kayan da ake jigilar su a cikin jirgin ruwa da kuma kayan da ake jigilar su a tashar jiragen ruwa, yayin da kayan da ake sayarwa a nan gaba suka tashi sama da tan 330,000.
III. Takaitaccen Bayani
Gabaɗaya, halin da ake ciki a Gabas ta Tsakiya bai yi wani tasiri mai mahimmanci ga wadatar bauxite a duniya ba tukuna. Duk da haka, daga mahangar jigilar kaya, ci gaba da hauhawar jigilar kaya a teku ya ƙara farashin jigilar bauxite, wanda hakan ke tallafawa farashin ma'adinan da aka shigo da su cikin gida. Dangane da alumina, ganin cewa Gabas ta Tsakiya ita ce ke shigo da alumina, katsewar sufuri ya haifar da ƙaruwar wadata daga yankunan da ba na Gabas ta Tsakiya ba. Duk da haka, tare da hauhawar farashin makamashi da ruwan soda na ɗanyen abu, tallafin farashi ga alumina shi ma ya ƙarfafa. Dangane da alumina ta lantarki, Gabas ta Tsakiya ita ce ke fitar da alumina ta lantarki, kuma yanayin siyasa yana da tasiri mai mahimmanci ga kamfanonin alumina ta lantarki na gida. Daga mahangar wadata a duniya, wannan ya riga ya yi tasiri mai yawa kan samar da alumina ta lantarki, tare da ƙarin tasiri.
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