国内电解铝产能过剩日益严重,铝厂利润微薄,半数企业亏损,未来消费或有增长点,但铝价仍未度过严冬。按照经济学的角度,当一种商品价格持续下跌的时候,供应往往会相应减少,特别是价格低于成本时,但很显然这一规律并没有体现在中国的铝行业上。国内众多电解铝厂不断增加产能,想以此获得生存的空间,却往往换来了更多的亏损。这种不合理的现象背后实际上是各地方政府对GDP和就业问题的关注,使得铝行业陷入一个越生产越亏损的怪圈。产能持续增加,供应压力不断加大近几年来,国内铝行业飞速发展。据统计,2006年全国电解铝产能1200万吨,到了2012年这一数字为2713.1 Aluminum electrolytic capacity overcapacity is increasingly serious, aluminum factory profit margins, half of the business losses, future consumption or have growth, but the aluminum prices have not yet spent the winter. From an economic point of view, when a commodity price keeps falling, the supply tends to decrease correspondingly, especially when the price is lower than the cost, but obviously this law is not reflected in the aluminum industry in China. Many domestic electrolytic aluminum plant continued to increase production capacity, would like to get the living space, but often in exchange for more losses. Behind such an irrational phenomenon is actually the concern of various local governments on GDP and employment issues, which has caused the aluminum industry to plunge into a more cyclical loss-producing cycle. Production capacity continued to increase supply pressures continue to increase In recent years, the rapid development of the domestic aluminum industry. According to statistics, in 2006 the national electrolytic aluminum production capacity of 12 million tons, to 2012 this figure is 2713.1