12 mabhiriyoni emadhora ekuAmerica! Oriental inotarisira kuvaka iyo yakakura kwazvo girinhi aruminiyamu base pasi rose, ichivavarira eEU kabhoni tariffs

Musi waChikumi 9, Mutungamiriri weKazakhstani Orzas Bektonov akasangana naLiu Yongxing, Sachigaro weChina Eastern Hope Group, uye mativi maviri aya akapedzisa zviri pamutemo chirongwa chepaki yearuminiyamu yepaki ine mari inosvika mabhiriyoni gumi nemaviri emadhora. Iyo purojekiti yakatarisana nehupfumi hwedenderedzwa uye ichavhara iyo yese indasitiri cheni ye bauxite migodhi, alumina refining, electrolytic aluminium kunyungudutsa, uye yakakwirira-yekupedzisira yakadzika kugadzirisa. Ichave zvakare yakashongedzerwa ne3 GW renewable simba rekugadzira magetsi, ichivavarira kuvaka yekutanga pasi rose "zero kabhoni aluminium" yakavharwa-loop kugadzirwa base kubva kumigodhi kusvika kune yakakwira-yakawedzerwa zvigadzirwa.

Zvinonyanya kukosha zvepurojekiti:

Kuenzanisa chiyero uye tekinoroji:Chikamu chekutanga chepurojekiti ichavaka gore negore kuburitsa matani 2 miriyoni ealuminium chirimwa uye miriyoni imwe yematani e electrolytic aluminum chirimwa, vachishandisa inotungamira pasi rose yakachena metallurgical tekinoroji, uye kuderedza kusimba kwekabhoni neinopfuura 40% zvichienzaniswa nemaitiro echinyakare.

Inotungamirwa negreen energy:Iyo yakaiswa yesimba rinodzokororwa senge simba remhepo rinosvika 3 gigawatts, iyo inogona kusangana ne80% yemagetsi epaki inodiwa. Iyo yakananga mabhenji neEU Carbon Border Adjustment Mechanism (CBAM) zviyero uye zvigadzirwa zvekutengesa kunze kumusika weEuropean zvinodzivirira yakakwira kabhoni mutero.

Basa uye kuvandudzwa kwemaindasitiri:Zvinotarisirwa kuumba pamusoro pe10000 mikana yemabasa emunharaunda uye kuzvipira kune teknolojia yekuendesa uye mapurogiramu ekudzidzisa vashandi kubatsira Kazakhstan kushanduka kubva "kunyika yezviwanikwa" kuenda ku "hupfumi hwekugadzira".

Strategic udzamu:indasitiri resonance yeChina Kazakhstan "iyo Belt uye Road" kubatana

Kudyidzana uku hakusi kungoisa purojekiti imwe chete, asi zvakare kunoratidza kusungirirwa kwakadzama pakati peChina neKazakhstan mukuzadzisa zviwanikwa uye kuchengetedza cheni.

Nzvimbo yezvishandiso:Kazakhstan's proven bauxite reserves iri pakati pezvishanu zvepamusoro pasi rose, uye mutengo wemagetsi unongova 1/3 weiyo yenzvimbo dzemahombekombe eChina. Inoputira mabhenefiti enzvimbo ye "Belt and Road" land transport hub, inogona kupenya misika yeEU, Central Asia neChina.

Aluminium (81)

Kuvandudza maindasitiri:Iyo purojekiti inosuma simbi yakadzika yekugadzirisa malink (senge motamahwendefa ealuminiumuye aviation aruminiyamu zvinhu) kuzadza gaka muindasitiri yekugadzira yeKazakhstan uye kukurudzira kuwedzera kwe30% -50% mukuwedzera kukosha kweiyo isiri-ferrous simbi inotengeswa kunze kwenyika.

Green Diplomacy:Nekubatanidza simba rinovandudzwa uye tekinoroji yakaderera-kabhoni, izwi remakambani eChinese muindasitiri yesimbi yegirini yepasi rose rinowedzerwa, richigadzira ruzhowa rwekurwisa "zvipingamupinyi zvegirinhi" zveEurope neAmerica.

Global aluminiyamu indasitiri reshuffle: makambani eChinese '' paradigm nyowani yekuenda pasirese'

Iyi nhanho yakaitwa neDongfang Hope Boka inocherekedza kusvetuka kwemabhizinesi eChinese aluminiyamu kubva pakubuda kwehuwandu kusvika kune tekinoroji yakabuda.

Kunzvenga njodzi dzekutengeserana:EU inoronga kuwedzera chikamu che "green aluminium" inotengeswa kune 60% ne 2030. Iyi purogiramu inogona kudarika zvipingamupinyi zvekutengeserana zvechinyakare kuburikidza nekugadzirwa kwenzvimbo uye zvakananga kubatanidzwa muEuropean energy motokari indasitiri cheni (yakadai seTesla's Berlin fekitori).

Yakavharwa loop yeiyo yese indasitiri cheni:Kuvaka "Kazakhstan Mining China Tekinoroji EU Musika" katatu sisitimu yekudzikisa zvinhu uye njodzi dzezvematongerwo enyika. Zvinofungidzirwa kuti chirongwa ichi chinogona kuderedza kuburitswa kwekabhoni kunokonzerwa nekufambisa daro refu nematani anosvika miriyoni imwe nemazana maviri pagore mushure mekusvika pakukwanisa kugadzira.

Synergy effect:Iyo photovoltaic uye polycrystalline silicon zvikamu zviri pasi peboka zvinogona kuumba chinongedzo neindasitiri yealuminium, sekushandisa Kazakhstan solar zviwanikwa kuvaka photovoltaic magetsi zviteshi, zvichiwedzera kuderedza mutengo wekushandisa simba we electrolytic aluminium.

Zvinetso zveramangwana uye indasitiri zvinokanganisa

Kunyangwe paine tarisiro yakakura yeprojekiti, matambudziko akawanda achiri kuda kugadziriswa.

Geopolitical ngozi: United States neEurope dziri kuwedzera kuedza kwe "de Sinicize keys mineral supply chain," uye Kazakhstan, senhengo yeEurasian Economic Union inotungamirirwa neRussia, inogona kutarisana nekumanikidzwa kweWestern.

Localization yetekinoroji: Harbin's indasitiri hwaro haina kusimba, uye kugadzirwa kweyepamusoro-yekupedzisira aluminium zvinhu kunoda kwenguva refu tekinoroji kuchinjika. Dambudziko rakakosha rekuzvipira kwaDongfang mukuwedzera chikamu chevashandi venzvimbo (nechinangwa chekusvika makumi manomwe muzana mukati memakore mashanu) ichave bvunzo yakakosha.

Kunetsa kwekuwandisa: Huwandu hwekushandiswa kwepasi rose kwe electrolytic aluminum yekugadzira huwandu hwadzika pasi pe65%, asi kukura kwepagore kwegirinhi aruminiyamu kudiwa kunodarika 25%. Iyi purojekiti inotarisirwa kuvhura musika webhuruu wegungwa kuburikidza nekumisikidzwa kwakasiyana (yakaderera-kabhoni, yakakwira-kuguma).


Nguva yekutumira: Jun-17-2025