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电解铝是一个高度依赖能源的产品,电力成本在电解铝的成本中占的比重最大。随着东部地区平均用电成本的不断增高,西部运输能力的不断增长,以及国家对电解铝产能政策的落实,可以预见,电解铝产业在未来一段时期内将会在中、东部地区逐渐凋零,而西部特别是新疆将会得到蓬勃发展。
Aluminum is a highly energy-dependent product, and electricity costs account for the largest portion of the cost of electrolytic aluminum. With the increasing average cost of electricity in the eastern region, the continuous growth of transport capacity in the western region and the state’s implementation of the electrolytic aluminum production capacity policy, it is forecasted that the electrolytic aluminum industry will gradually decline in the central and eastern regions in the coming period, The western part, especially Xinjiang, will flourish.