Electrolytic aluminum as Magnetic turnover liquid position meter , Radar level gauge , electromagnetic flowmeter The cost of raw materials for instruments and meters is directly related to the production cost of related products in the industry. Therefore, the author has paid attention to this industry recently, and simply analyzed the trend of the market. However, from the current situation, it seems that it is not very beneficial to us. The pressure from all aspects makes the prospect of electrolytic aluminum industry more and more unclear.
The electrolytic aluminum industry itself is in a state of serious overcapacity. High cost, high energy consumption and high emission have become a common phenomenon in the industry, and the state has repeatedly controlled this. As early as April the year before last, nine ministries and commissions had issued an emergency notice to stop electrolytic aluminum projects in many regions. At that time, some industry insiders analyzed that the electrolytic aluminum production capacity affected by the notice was estimated to be as much as 7 million tons. Although the control is effective, there is still excess capacity. As far as the production of domestic electrolytic aluminum enterprises is concerned, each ton of electrolytic aluminum needs to consume about 14500 kwh of electric energy, which is 40% of the total cost. This waste of resources is huge, especially in the case of overcapacity, the contradiction is very prominent.
In recent years, the electrolytic aluminum market has been depressed due to the perennial oversupply, and even many enterprises have suffered losses. However, the new policy jointly issued by the national development and Reform Commission and the Ministry of industry and information technology yesterday - "notice on the implementation of stepped tariff policy for electrolytic aluminum enterprises" is a heavy blow to the sluggish electrolytic aluminum industry. The appearance of the notice may accelerate the reshuffle of the industry. Some small and medium-sized enterprises that can not control the cost may be eliminated from the market, and some high-tech enterprises (high cost, high consumption and high emission) are also facing structural adjustment or merger and reorganization.
According to the notice, the electricity price will be determined by grades according to the actual power consumption level of electrolytic aluminum enterprises in the previous year. If the AC power consumption of aluminum electrolysis is not higher than 13700 kwh per ton, the normal electricity price will be implemented; if the AC power consumption is higher than 13700 kwh per ton but not higher than 13800 kwh, the price will be increased by RMB 0.02 per kwh; if the AC power consumption is higher than 13800 kwh per ton, the price will be increased by RMB 0.08 per kWh.
Experts in the industry have made an analysis on this, because after all, the cost of electric energy accounts for 40% of the production cost of electrolytic aluminum. It can be said that the electricity price directly determines the sales price of products, relates to the price competitiveness of products and the future trend of the market.
However, the prospect is not optimistic. It is expected that the electrolytic aluminum market will be more difficult next year, and the losses of some enterprises will increase. We just hope that manufacturers will not transfer the increased costs to our downstream customers in the instrument industry.