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自2003年以来,宏观调控层层加码,但电解铝产能依然维持增长态势,面对产业现状,究竟该政府调控还是该市场化解决?市场问题本应交由市场解决,但前提要看产生电解铝过剩的原因在哪里。生产电解铝的主要原料是电,而电价是由国家电网及国家发改委制定的,它并不是一种完全市场化的原料。上游近50%原材料的价格不是市场化,让下游的产品完全市场化,这在当下并不是合理的做法。现在电解铝企业经营困难,原因主要在上游电价,此外还有宏观经济形势变化、经济增速下滑及消费需求增速下降
Since 2003, macro-control overweight, but electrolytic aluminum production capacity is still to maintain growth, in the face of industry status quo, the government regulation or the market-oriented solution? Market problems should be left to the market to solve, but the premise depends on the electrolysis Where is the reason for the excess of aluminum? The main raw material for producing electrolytic aluminum is electricity, while the electricity price is set by the State Grid and the National Development and Reform Commission. It is not a completely market-oriented raw material. Upstream nearly 50% of the raw material prices are not market-oriented, so that the downstream products completely market-oriented, which is not a reasonable practice at the moment. Now electrolytic aluminum business difficulties, mainly due to the upstream electricity prices, in addition to macroeconomic changes in the situation, the economic slowdown and declining growth in consumer demand