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2013年全球宏观面总体向好,各国在货币政策上的宽松态度及对经济采取的刺激作用利好于商品价格,有助于铝价上涨;但从铝行业的供求基本面来看,情况并不乐观。2012年对于国内电解铝行业来说,是较为沉重的一年。由于国内外市场消费需求的低迷,供给过剩压力使得铝价持续走低。从国内电解铝行业的平均冶炼成本来看,电解铝行业再度步入全年亏损状态,铝企度日艰难。铝企的大幅亏损促使国内多省对企业进行电价补贴,但是这部分微小的电力成本下浮,非但没有缓解企业的成本压力,反而成了铝价暴跌的导火索,
In 2013, the global macro outlook was generally favorable. The easing of monetary policies and the stimulus effect on the economy favored the commodity prices, which helped to raise aluminum prices. However, from the supply and demand fundamentals of the aluminum industry, the situation did not optimism. 2012 is a relatively heavy year for domestic electrolytic aluminum industry. Due to the downturn of consumer demand in domestic and foreign markets, the pressure of excess supply made aluminum prices continue to decline. From the domestic electrolytic aluminum industry, the average cost of smelting point of view, the electrolytic aluminum industry once again entered the full year loss, aluminum enterprises have a hard time. The drastic loss of aluminum enterprises prompted many domestic provinces to subsidize electricity prices for enterprises. However, this slight decline in electricity costs not only failed to ease the cost pressures of the enterprises, but also led to the plunge in aluminum prices.