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曾深受“双反”之痛的中国铝行业似乎看到了一丝复苏的曙光。海关总署的数据显示,2015年1~2月,我国累计出口未锻轧铝及铝材86万吨,比去年同期增长160%。4月8日,国务院决定下调燃煤发电上网电价和工商业用电价格。这对于电力成本约占40%生产成本的电解铝企业无疑是双重利好。但正是在这个时期,中国铝行业还面临外部压力。全球最大铝生产商俄罗斯铝业(下称俄铝)日前质疑中国铝出口
The Chinese aluminum industry, once deeply affected by the “double reaction”, seems to have seen a ray of recovery. According to the statistics of the General Administration of Customs, from January to February 2015, China exported a total of 860,000 tons of unwrought aluminum and aluminum products, an increase of 160% over the same period of last year. April 8, the State Council decided to cut coal-fired power generation electricity prices and commercial electricity prices. This is undoubtedly a double benefit for electrolytic aluminum companies, whose electricity costs account for about 40% of the production cost. However, it is during this period that China’s aluminum industry is still under external pressure. The world’s largest aluminum producer Russia’s Aluminum (hereinafter referred to as Rusal) has questioned China’s aluminum exports