中国铝土矿资源变化对世界氧化铝工业格局的影响

The influence of bauxite resource change in China on layout of world alumina industry

中国氧化铝产量的大幅增加,加速了国内铝土矿资源的短缺。一水硬铝石矿石品位的下降使氧化铝生产企业面临巨大的成本压力。同时,印尼原矿出口禁令的出台并生效,将给中国氧化铝工业带来极大冲击,使氧化铝企业面临资源短缺的难题。而东南亚和西非具有丰富的铝土矿矿石资源,其开采潜力巨大。在此条件下,中国氧化铝企业战略向海外发展已成必然,重点布局印尼将是中国绝大多数氧化铝企业海外投资的首选。

As the significantly increasing of alumina product capacity accelerated the shortage of domestic bauxite resources in China, the alumina refinery has to face heavy cost pressures because of the decreasing of diaspore ore grade. Meanwhile, Indonesian policy of ban on ore export takes effect, which will bring impact on Chinese alumina industry, so the alumina industry in China will have to face a problem of shortage of resources. There are very rich bauxite ore resources in Southeast Asia and West Africa, its exploitation potential is enormous. Under this condition, the overseas strategic layout should be a trend for Chinese alumina enterprises, and Indonesia will be the first choice for overseas investment.