宁夏电解铝行业现状及发展研究

Research on the current situation and development of Ningxia aluminum industry

中国是当今世界上电解铝最大生产国,产能占全世界一半以上,因而中国电解铝行业的发展影响着世界电解铝工业的格局。同时中国电解铝工业也面临着产能过剩,危害生态环境等诸多困难。2017年在供给侧改革以及市场推动下,中国电解铝产能的地区分布发生了重大变化,原在国内电解铝行业占有一席之地的宁夏自治区也难免受此波及。如何调整宁夏铝工业的现状以适应未来的发展成为各相关方共同关注的焦点。本文就与电解铝行业相关的电力成本、原材料供应、运输方式等方面分析了宁夏电解铝现状以及未来发展的方向。

As the globally largest aluminum producer, China’s production capacity accounts for more than half of the world, therefore the development of China’s aluminum industry affects the structure of the world’s aluminum industry. Meanwhile, China’s aluminum industry is also confronted with many difficulties such as overcapacity and harmful effect on the ecological environment. Driven by the supply-side reforms and market promotion in 2017, the regional distribution of China’s aluminum production capacity had undergone substantial changes, Ningxia autonomous region which once occupied a place in domestic aluminum industry was also affected. It has become a focus of relevant parties as to how to adjust the current situation of Ningxia aluminum industry to the future development. Both the current situation and future development direction of Ningxia aluminum industry are analyzed from the perspectives of aluminum industry-related power cost, raw materials supply and mode of transportation.