7月份國內(nei)(nei)現貨鋁(lv)(lv)(lv)價(jia)(jia)繼續暴跌.據(ju)統計(ji),7月份國內(nei)(nei)現貨鋁(lv)(lv)(lv)月均價(jia)(jia)為12340元/噸,較上月跌432元/噸,月環比下跌3.38%,較去年同(tong)期(qi)下跌9.03%,去年同(tong)期(qi)鋁(lv)(lv)(lv)價(jia)(jia)為13565元/噸.月內(nei)(nei)造成鋁(lv)(lv)(lv)價(jia)(jia)連續大(da)跌的(de)主要(yao)原因(yin)在于兩點(dian),一是倫鋁(lv)(lv)(lv)連環下跌施壓(ya)(ya)國內(nei)(nei)市場(chang),二是國內(nei)(nei)鋁(lv)(lv)(lv)市供(gong)(gong)需仍未(wei)平衡,整體仍未(wei)擺(bai)脫供(gong)(gong)大(da)于求.在此(ci)壓(ya)(ya)力之下,國內(nei)(nei)鋁(lv)(lv)(lv)冶煉廠(chang)終于開始(shi)有(you)所動作(zuo).

    據卓創監(jian)測數據顯(xian)示,截至7月底(di)國內鋁冶煉(lian)(lian)企(qi)業(ye)建(jian)成(cheng)(cheng)產(chan)能(neng)3775.5萬(wan)噸,運(yun)(yun)行產(chan)能(neng)3105.3萬(wan)噸,產(chan)能(neng)運(yun)(yun)行率(lv)(lv)82.29%,較(jiao)上(shang)月回(hui)落(luo)1.87個(ge)百分點;按省份核算(suan)產(chan)能(neng)運(yun)(yun)行率(lv)(lv)回(hui)落(luo)的分別為:寧夏17.17%,甘肅0.99%,遼寧16.20%,青海7.69%,河南0.95%,新疆2.20%;產(chan)能(neng)運(yun)(yun)行率(lv)(lv)回(hui)升的分別為:云南3.78%,山東0.07%,重慶2.80%.綜合來看,7月份國內建(jian)成(cheng)(cheng)產(chan)能(neng)折算(suan)增長25萬(wan)噸,運(yun)(yun)行產(chan)能(neng)折算(suan)減少(shao)49.7萬(wan)噸,以(yi)中(zhong)(zhong)鋁、中(zhong)(zhong)電投(tou)為首的部(bu)(bu)分高成(cheng)(cheng)本煉(lian)(lian)廠(chang)出現大規(gui)模(mo)減產(chan),但部(bu)(bu)分低成(cheng)(cheng)本企(qi)業(ye)仍在(zai)擴張,鋁企(qi)分化愈發明顯(xian).進入8月份,冶煉(lian)(lian)廠(chang)減產(chan)規(gui)模(mo)或(huo)進一(yi)步擴大,產(chan)能(neng)運(yun)(yun)行率(lv)(lv)料小幅回(hui)落(luo).