據(ju)亞洲(zhou)金(jin)屬(shu)網(wang)數據(ju)中心顯示,2017年中國電(dian)(dian)解(jie)(jie)鋁(lv)新(xin)(xin)投產(chan)產(chan)能(neng)將達到約445萬(wan)(wan)噸,而2016年中國電(dian)(dian)解(jie)(jie)鋁(lv)新(xin)(xin)投產(chan)產(chan)能(neng)約為280萬(wan)(wan)噸,同比增長59%.數據(ju)顯示,今年上(shang)半年中國電(dian)(dian)解(jie)(jie)鋁(lv)廠已經新(xin)(xin)投產(chan)約206萬(wan)(wan)噸電(dian)(dian)解(jie)(jie)鋁(lv),占新(xin)(xin)投產(chan)產(chan)能(neng)總量的46%,下半年將投產(chan)剩下的239萬(wan)(wan)噸電(dian)(dian)解(jie)(jie)鋁(lv).

    下表顯示各個冶煉廠投產(chan)的詳細情(qing)況(kuang)(單位:萬噸)

    2017年中(zhong)國電解鋁(lv)新投產(chan)產(chan)能將達到約(yue)445萬噸

    上表顯示,2017年(nian)新投產(chan)的電(dian)解(jie)鋁(lv)廠(chang)(chang)涉及到(dao)16家,該(gai)16家冶煉(lian)廠(chang)(chang)計劃年(nian)底共運行約1561萬噸(dun)電(dian)解(jie)鋁(lv),他(ta)們分布在7個省(sheng)份.而2016年(nian)新投產(chan)的280萬噸(dun)電(dian)解(jie)鋁(lv),涉及廠(chang)(chang)家共5家,該(gai)5家電(dian)解(jie)鋁(lv)廠(chang)(chang)2016年(nian)底運行年(nian)產(chan)能約為1,250萬噸(dun).

    其中,電解(jie)鋁(lv)年產能(neng)(neng)116萬噸(dun)的內(nei)蒙古華(hua)云(yun)新材料隸屬中鋁(lv)集團,2017年5月(yue)(yue)份(fen)開始啟動83萬噸(dun)電解(jie)鋁(lv)項(xiang)目預計(ji)(ji)8月(yue)(yue)份(fen)達產,剩余33萬噸(dun)項(xiang)目計(ji)(ji)劃今年年底投產.電解(jie)鋁(lv)設計(ji)(ji)年產能(neng)(neng)40萬噸(dun)廣(guang)西華(hua)磊(lei)新材料原計(ji)(ji)劃7月(yue)(yue)份(fen),后因工期延(yan)誤推遲(chi)至(zhi)9月(yue)(yue)份(fen)投產.遼寧(ning)忠(zhong)旺集團原計(ji)(ji)劃6月(yue)(yue)初(chu)投產46萬噸(dun)電解(jie)鋁(lv)項(xiang)目,后因設備問題推遲(chi)至(zhi)7月(yue)(yue)底.

    今(jin)年上半(ban)年至今(jin),中國(guo)電(dian)(dian)(dian)(dian)解(jie)鋁(lv)價(jia)格(ge)一直在(zai)13,000-14,500元(yuan)/噸(dun)(dun)(dun)之間波動(dong),廠(chang)商(shang)看好電(dian)(dian)(dian)(dian)解(jie)鋁(lv)市場紛紛加快(kuai)建(jian)設電(dian)(dian)(dian)(dian)解(jie)鋁(lv)新(xin)產(chan)(chan)(chan)能(neng)(neng).但隨著國(guo)家去(qu)產(chan)(chan)(chan)能(neng)(neng)及環保政策的(de)不(bu)斷貫徹實施,產(chan)(chan)(chan)能(neng)(neng)違規(gui)的(de)廠(chang)商(shang)被要求減(jian)(jian)產(chan)(chan)(chan).新(xin)疆(jiang)嘉潤(run)鋁(lv)業4月(yue)份新(xin)投(tou)產(chan)(chan)(chan)的(de)15萬噸(dun)(dun)(dun)違規(gui)產(chan)(chan)(chan)能(neng)(neng)7月(yue)份全(quan)部關停,同時新(xin)疆(jiang)東(dong)方希望鋁(lv)業產(chan)(chan)(chan)量也受到影響,目(mu)前(qian)(qian)已關停約(yue)10萬噸(dun)(dun)(dun)電(dian)(dian)(dian)(dian)解(jie)鋁(lv)產(chan)(chan)(chan)能(neng)(neng).而山東(dong)地區魏(wei)橋鋁(lv)電(dian)(dian)(dian)(dian)6月(yue)份減(jian)(jian)少25萬噸(dun)(dun)(dun)電(dian)(dian)(dian)(dian)解(jie)鋁(lv)產(chan)(chan)(chan)能(neng)(neng),7月(yue)中旬計劃(hua)繼(ji)續檢修約(yue)62萬噸(dun)(dun)(dun)電(dian)(dian)(dian)(dian)解(jie)鋁(lv),同時該(gai)廠(chang)建(jian)成(cheng)未(wei)投(tou)產(chan)(chan)(chan)的(de)90萬噸(dun)(dun)(dun)產(chan)(chan)(chan)能(neng)(neng)暫不(bu)投(tou)產(chan)(chan)(chan),40萬噸(dun)(dun)(dun)在(zai)建(jian)產(chan)(chan)(chan)能(neng)(neng)暫已擱置.山東(dong)信發(fa)鋁(lv)電(dian)(dian)(dian)(dian)也計劃(hua)本(ben)月(yue)開始減(jian)(jian)產(chan)(chan)(chan)約(yue)53萬噸(dun)(dun)(dun)電(dian)(dian)(dian)(dian)解(jie)鋁(lv)產(chan)(chan)(chan)能(neng)(neng),目(mu)前(qian)(qian)正在(zai)進行中.下(xia)半(ban)年政策實施將(jiang)更加嚴格(ge),新(xin)投(tou)產(chan)(chan)(chan)產(chan)(chan)(chan)能(neng)(neng)缺(que)乏指(zhi)標(biao)的(de)廠(chang)商(shang)只(zhi)能(neng)(neng)選擇購買指(zhi)標(biao)或者減(jian)(jian)少投(tou)產(chan)(chan)(chan)產(chan)(chan)(chan)能(neng)(neng),如內蒙古蒙泰(tai)煤(mei)電(dian)(dian)(dian)(dian)集團(tuan),該(gai)廠(chang)設計產(chan)(chan)(chan)能(neng)(neng)100萬噸(dun)(dun)(dun),預(yu)計今(jin)年第四季度(du)一期50萬噸(dun)(dun)(dun)電(dian)(dian)(dian)(dian)解(jie)鋁(lv)產(chan)(chan)(chan)能(neng)(neng)將(jiang)建(jian)成(cheng),但因(yin)指(zhi)標(biao)問題(ti)只(zhi)計劃(hua)投(tou)產(chan)(chan)(chan)10萬噸(dun)(dun)(dun)電(dian)(dian)(dian)(dian)解(jie)鋁(lv).

    今年(nian)下半(ban)年(nian),一方面由于"26+2"的環(huan)保政策鋁廠(chang)需要有至少30%的減產,另一方面受(shou)國家電(dian)解(jie)鋁供給(gei)側改(gai)革的影響,雖(sui)然當前(qian)電(dian)解(jie)鋁市場行情較好(hao),但鋁廠(chang)實際釋放產能(neng)的過程或將減緩(huan).