Cov qauv khoom thiab kev thov yog zoo txaus siab, thiab lub sij hawm luv luv txhuas tus nqi hluav taws xob muaj zog

Qhov ntau ntawm cov pa roj carbon dioxide yog tsim thaum lub sijhawm cov khoom siv electrolytic aluminium. Qhov no tsis yog raws li lub siab ntawm "carbon neutrality" thiab "carbon peaking" uas cov thawj coj ntawm Suav tau tsaib no. Yav tom ntej thaum kev tiv thaiv ib puag ncig muaj txiaj ntsig zoo, kev nce qib ntawm electrolytic aluminium peev xwm ntau lawm yuav raug cuam tshuam. Tib lub sijhawm, kev lag luam tshiab lub zog tau txais ntau dua thiab ntau dua vim tias nws qhov kev tiv thaiv ib puag ncig. Qhov nqes dej nqes rau kev thov ntawm txhuas tau ntau ntxiv. Cov khoom lag luam qis tam sim no tseem qhia tau tias qhov muab khoom thiab ua qauv ntawm lub khw txhuas tau zoo. Lub sij hawm luv luv hloov ntawm txhuas nqi yuav tsum muaj zog, thiab nws raug nquahu kom saib xyuas kev tswj hwm Cov cai tswj hwm los ntawm kev tswj hwm kom ntseeg tau tias kev muab khoom thiab ruaj khov tus nqi.
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Coob tus ntawm cov tsev cog khoom roj tawm thaum tawm ntawm cov khoom siv roj ntsha electrolytic txhuas, thiab cov cai tswjfwm kev tsim cov tshuab electrolytic txhuas

Hauv kuv lub teb chaws, cov roj ntsha electrolytic feem ntau yog tsim los ntawm kev ua kom muaj zog thermal tiam. Kev tsim cov cua sov ua kom muaj hluav taws xob feem ntau tsim hluav taws xob los ntawm kev hlawv cov pa hluav taws xob (854, -2.00, -0.23%), thiab lub tshuab hluav taws xob thermal yuav tsim cov pa roj carbon ntau ntau thaum lub sijhawm sib koom ua ke, uas muaj kev phom sij rau ib puag ncig. Ua rau muaj kev phom sij. Tam sim no, kuv lub teb chaws electrolytic aluminium peev xim ntau lawm yog feem ntau nyob hauv Shandong, Inner Mongolia, thiab Xinjiang. Tus nqi hluav taws xob qis hauv Northwest tau nyiam ntau cov electrolytic aluminium ntau lawm muaj peev xwm hloov mus rau yav dhau los. Txawm li cas los xij, nyob rau hauv kev cuam tshuam ntawm "carbon neutrality" thiab "carbon peaking", ntau lub zog noj dual tswj ntsuas tau tshaj tawm nyob rau ntau qhov chaw, xws li Inner Mongolia, Ningxia, Guangdong, thiab lwm yam, uas yuav ua rau qeeb qeeb ntawm electrolytic aluminium muaj peev xwm ntau lawm. Tsis ntev los no, "Daim Ntawv Ceeb Toom Ntxiv Dag Zog ntawm Kev Tswj Xyuas" Ob Txoj Haujlwm Siab "txoj haujlwm" tshaj tawm los ntawm Lub Chaw Haujlwm General ntawm Tsoomfwv Tsoomfwv ntawm tsoomfwv xeev Shandong tau hais meej tias cov "ob theem siab" cov haujlwm yuav tsum tau tsim thiab txo qis kev muaj peev xwm ntau lawm, kev siv thee. , kev siv hluav taws xob, kev tawm pa roj carbon paib, thiab cov pa phem yuav tsum siv kev ncaj qha. Lwm qhov system. Lwm qhov chaw rau kev txo nqi yuav tsum yog saib, ntsuas, thiab rov saib tau, txwv tsis pub lawv yuav tsis siv los ua lwm txoj hauv kev. Hauv cov ntsiab lus ntawm kev hloov muaj peev xwm txo qis, txoj haujlwm electrolytic aluminium yog tsis tsawg tshaj 1: 1.5. Hais txog kev siv hluav taws xob txo qis, qhov hloov pauv ntawm electrolytic aluminium tsis tsawg dua 1: 1.5. Hais txog cov pa roj carbon emission txo kev hloov pauv, electrolytic aluminium tsis tsawg tshaj li 1: 1.5. Ntau qhov chaw tau pib tsim lub zog tswj hwm "dual tswj", thiab kev tsim cov khoom siv electrolytic txhuas muaj peev xwm yuav raug cuam tshuam.
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Los ntawm qhov pom ntawm tus nqi, tus nqi alumina thiab tus nqi hluav taws xob yog cov khoom siv tseem ceeb rau cov roj ntsha electrolytic, thiab ob qho tib si tus nqi tuaj yeem kwv yees li 35% ntawm tus nqi tsim hluav taws xob ntawm electrolytic aluminium. Raws li alumina muaj kev txhawj xeeb, txij li cov khoom siv sab-hloov kho tsis cuam tshuam nrog alumina, nthuav dav ntawm alumina ntau lawm tsis muaj kev cuam tshuam. Txawm li cas los xij, tus nqi tam sim no ntawm cov roj electrolytic aluminium yog qhov siab, thiab qhov kev thov rau alumina los ntawm electrolytic aluminium smelters uas tuaj yeem tsim muaj yog muaj zog heev. Yog li no, lub khw lag luam alumina tam sim no nyob rau hauv lub xeev ntawm kev saib xyuas me ntsis, thiab cov peev nyiaj los koom nrog alumina yog qhov tsawg, yog li alumina yuav txuas ntxiv ua haujlwm ntawm tus lej qis hauv lub sijhawm luv.
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Raws li qhov xav tau thermal thee tau txhawj xeeb, tsis tsuas yog cov thermal thermal yuav tsum tsim cov hluav taws xob hluav taws xob, tab sis tam sim no lub teb chaws tau nkag rau lub caij ntuj sov, kub tau nce siab, thiab qhov kev thov hluav taws xob tau nce ntxiv, uas tau txhawb tus nqi ntawm thermal thee. kom sawv. Raws li Lub Rau Hli 24, qhov nqaij ntawd ntawm cov nqi hluav taws xob thermal yog 990 yuan. / Ton, ntawm theem siab thaum xyoo. Lub zog thermal thee nqe yuav ua rau kom cov nqi tsim kho ntawm electrolytic aluminium, thiab muaj kev txhawb nqa nyob rau hauv nqe txhuas.

Cov lus nug pheej poob qis, qhov kev thov nqes qis yog qhov siv tau

Kev noj haus ntawm electrolytic aluminium feem ntau yog nyob rau hauv cov kev lag luam xws li cov vaj tsev, tsheb, thiab cov cuab yeej siv hauv tsev. Los ntawm cov ntaub ntawv pom, qhov kev ua tau zoo ntawm daim ntawv teev cov ntaub ntawv txuas ntxiv txuas ntxiv mus, thiab xyoo ntawm lub xyoo cov tsheb ntau lawm thiab cov ntaub ntawv muag khoom tseem muaj ntau. Cov cuab yeej siv hluav taws xob hauv tsev tau tswj hwm txoj kev loj hlob zoo ib xyoos dhau ib xyoos ntawm kev tsim khoom, muag thiab xa tawm. Nws tuaj yeem pom tias xyoo-ntawm-xyoo kev loj hlob ntawm cov ntaub ntawv cuam tshuam ntawm txhuas qhov kev lag luam dav hlau tau poob qis. Qhov no qhia tau hais tias cov kev lag luam no tau maj mam tshem tawm ntawm qhov qis qis uas tshwm sim los ntawm kev sib kis nyob rau tib lub sijhawm ntawm xyoo tas los, tab sis lawv maj mam rov qab los rau xyoo li qub ntawm xyoo. Nws tseem yuav siv sijhawm npaum li cas. Yog li no, nyob rau lub sijhawm luv luv, nws cia siab tias lub davhlau ya nyob twg kev siv cov txhuas yuav ua tau zoo.

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Cov kev lag luam saum toj no yog txhua qhov kev xav tau rau txhuas. Xyoo no, raws li tib neeg kev paub txog kev tiv thaiv ib puag ncig muaj maj mam nce, kev lag luam tshiab hluav taws xob tau txais ntau dua thiab ntau dua. Cov kev lag luam xws li cov tsheb tshiab lub zog, photovoltaics, thiab cua zog yog txia. Cov zog hluav taws xob tshiab siv lub teeb yuag, yog li lawv lub cev feem ntau ua los ntawm txhuas. Lub thav duab ntawm photovoltaic hlwb yog ua los ntawm aluminium hlau. Aluminium kuj tseem siv rau hauv ntau qhov chaw ntawm cov tshuab cua uas tsim cov electrophoresis. Ntawm tag nrho, txoj cai "carbon nruab nrab" tsis tsuas yog txwv cov txheej txheem ntawm kev muab cov khoom siv electrolytic aluminium ntau lawm, tab sis kuj broadens kev nqes khoom noj qis ntawm electrolytic txhuas.
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Hais txog kev saib xyuas kev sib raug zoo, txij li lub Rau Hli 24, raws li kev txheeb cais, cov khoom lag luam hauv cov khoom siv hluav taws xob hauv hluav taws xob hauv qhov chaw tsib yog 874,000 tons, txo 16,000 tons los ntawm lub lim tiam dhau los. Cov lus nug nyob rau tib lub sijhawm ntawm xyoo tas los yog 722,000 tons. Cov khoom lag luam tam sim no yog nyob rau qib 3 qis qis hauv tib lub sijhawm 5 xyoo. Qhov theem qis ntawm cov khoom lag luam them nqi yav tom ntej kuj tseem qhia txog qhov xwm txheej zoo tam sim no ntawm txhuas khoom siv thiab xav tau.

Aluminium nqi nyob ruaj khov. Ntxiv nrog rau nws tus kheej sab hauv kev cuam tshuam, nws tseem muaj qee yam kev sib raug zoo nrog kev ua tiav txawv teb chaws. Cuam tshuam los ntawm tus kab mob tshwm sim, Tebchaws Meskas tau tshaj tawm txoj cai tswjfwm kev khwv nyiaj txiag txij li thawj lub quarter thawj xyoo no. Ntiaj teb no liquidity yog txaus. Nws yog cov khoom lag luam nrog tus nqi thoob ntiaj teb. Yog li ntawd, nrog xoob liquidity, txhuas tus nqi yuav ib txwm ua kom muaj zog. Txawm li cas los xij, qhov txuas ntxiv txuas ntxiv ntawm cov nqi khoom lag luam hauv thawj ib nrab ntawm lub xyoo no tau nce tus nqi tsim khoom ntawm cov lag luam me thiab nruab nrab, thiab lawv cov txiaj ntsig tau eroded. Qhov xwm txheej no tau ua rau muaj kev saib xyuas ntawm cov thawj coj saib xyuas. Pib txij lub Tsib Hlis 12, cov thawj coj saib xyuas tau hais ntau zaus txog qhov yuav tsum tau tswj hwm cov khoom lag luam thiab tus nqi ruaj khov, thiab feem ntau cov khoom lag luam tau zoo lawm.

Hauv cov ntsiab lus, "carbon neutrality" thiab "carbon peaking" tsis tsuas yog txwv qhov tso tawm ntawm electrolytic aluminium peev xwm ntau lawm, tab sis kuj tau yug cov kev xav tau tshiab rau electrolytic aluminium. Tam sim no, cov khoom lag luam ntawm cov roj ntsha electrolytic tseem nyob qis thiab cov qauv siv tau. Aluminium cov nqi tau xav tias Lub sijhawm luv luv ua haujlwm tsis muaj zog, thiab peb txhawj xeeb txog seb txoj kab 19200 tuaj yeem tawg dua. Nws raug nquahu kom cov tuam txhab tsim nyog ua txoj haujlwm zoo hauv kev tswj hwm kev pheej hmoo, thiab tib lub sijhawm, nws raug nquahu kom saib xyuas cov cai tseem ceeb tau txais yuav los ntawm kev tswj hwm txoj cai kom ntseeg tau tias kev muab khoom thiab ruaj khov tus nqi.
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Sijhawm Tshaj Tawm: Lub Yim Hli-25-2021