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8月28日，中國鋁業發布了半年業績報告，中國鋁業上半年實現營業收入701億元，歸屬于母公司虧損41.23億元。中鋁內部人士表示，中鋁的虧損主要源自于鋁價的下跌。
資料顯示，今年上半年，上海三月期鋁最低下探至12635元/噸，倒退回了25年前的價格水平。盡管后期上海三月期鋁半年均價反彈到13442元每噸，但仍然同比下跌了近10%。
產能過剩是直接原因。根據中國有色協會統計數據顯示，今年上半年中國電解鋁累計產量達1150.2萬噸，同比增長8.9%。
與此同時，統計數據表明，新疆電解鋁的運行產能今年年底將增加到500萬噸，從2011年的50萬噸左右，最近4年增長了10倍。多位業內人士直言，產能瘋長的背后正是地方政府的巨大保增長壓力，從而導致鋁行業投資熱度始終不減，造成了資金、資源和環境的浪費與破壞。
高電費是另一層原因。
中鋁半年公告中指出，電費目前已占到電解鋁總成本的45%左右。根據數據統計，具有自備電的鋁企比電網購買工業電的鋁企每千瓦時用電價格低出2角錢以上，從而電解鋁的生產成本降低2800元/噸。（中國進出口網）
On August 28, Chinese aluminum industry released half-year performance report, its first-half operating income reached ¥70.1 billion, and the parent company it attributed is ¥4.123 billion loss. Aluminum insiders said the loss was mainly derived from aluminum price’ drop.
Data shows that in the first half of this year, Shanghai March aluminum lowest price dropped to ¥12,635/ton, back to the price 25 years ago. Despite later Shanghai March aluminum’s average price in half an year rebounded to ¥13,442/ton, but still fell by nearly 10%.
Overcapacity is the direct cause. China Nonferrous metals Association data shows that in the first half of this year, China's electrolytic aluminum cumulative production reached 11.502 million tons, increasing by 8.9%.
At the same time, data shows that Xinjiang electrolytic aluminum production can be increased to 5 million tons by the end of this year,. From about 500,000 tons in 2011, aluminum production increased by 10 times in the last four years. Many insiders said, the reason was local goverments’ tremendous pressure to maintain growth, leading to heat the aluminum industry investment, resulting in waste and destruction of capital, resources and the environment.
High electricity grid is another reason.
Aluminum six-month notice said that the electricity has accounted for about 45% of the total cost of electrolytic aluminum. According to statistics, the electricity price (KW/h) of the aluminum industry having owned electricity is lower 2 cents than that of the aluminum industry purchasing industrial electricity, therefore the cost of electrolytic aluminum production reduced to ¥2800/ton.
資料顯示，今年上半年，上海三月期鋁最低下探至12635元/噸，倒退回了25年前的價格水平。盡管后期上海三月期鋁半年均價反彈到13442元每噸，但仍然同比下跌了近10%。
產能過剩是直接原因。根據中國有色協會統計數據顯示，今年上半年中國電解鋁累計產量達1150.2萬噸，同比增長8.9%。
與此同時，統計數據表明，新疆電解鋁的運行產能今年年底將增加到500萬噸，從2011年的50萬噸左右，最近4年增長了10倍。多位業內人士直言，產能瘋長的背后正是地方政府的巨大保增長壓力，從而導致鋁行業投資熱度始終不減，造成了資金、資源和環境的浪費與破壞。
高電費是另一層原因。
中鋁半年公告中指出，電費目前已占到電解鋁總成本的45%左右。根據數據統計，具有自備電的鋁企比電網購買工業電的鋁企每千瓦時用電價格低出2角錢以上，從而電解鋁的生產成本降低2800元/噸。（中國進出口網）
On August 28, Chinese aluminum industry released half-year performance report, its first-half operating income reached ¥70.1 billion, and the parent company it attributed is ¥4.123 billion loss. Aluminum insiders said the loss was mainly derived from aluminum price’ drop.
Data shows that in the first half of this year, Shanghai March aluminum lowest price dropped to ¥12,635/ton, back to the price 25 years ago. Despite later Shanghai March aluminum’s average price in half an year rebounded to ¥13,442/ton, but still fell by nearly 10%.
Overcapacity is the direct cause. China Nonferrous metals Association data shows that in the first half of this year, China's electrolytic aluminum cumulative production reached 11.502 million tons, increasing by 8.9%.
At the same time, data shows that Xinjiang electrolytic aluminum production can be increased to 5 million tons by the end of this year,. From about 500,000 tons in 2011, aluminum production increased by 10 times in the last four years. Many insiders said, the reason was local goverments’ tremendous pressure to maintain growth, leading to heat the aluminum industry investment, resulting in waste and destruction of capital, resources and the environment.
High electricity grid is another reason.
Aluminum six-month notice said that the electricity has accounted for about 45% of the total cost of electrolytic aluminum. According to statistics, the electricity price (KW/h) of the aluminum industry having owned electricity is lower 2 cents than that of the aluminum industry purchasing industrial electricity, therefore the cost of electrolytic aluminum production reduced to ¥2800/ton.
