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霍尔木兹海峡封锁在日本引发铝供应担忧
日经中文网· 2026-03-27 03:11
在铝锭生产方面,中国占世界的6成,但多数用于本国消费。在中国以外的产量中,中东的比 例提高至2成。不过,霍尔木兹封锁影响了铝锭原料的进货和产品出货,3月15日,从事铝锭 生产的巴林铝业(Aluminium Bahrain)停止了部分生产线。 日本铝业协会(东京都中央区)在3月26日的例行记者会上表示,"会员企业正在讨论变更铝 锭的运输路线和采购对象"。日本2025年进口的原生铝中约2成产自中东,临近波斯湾的生产 国有阿联酋(UAE,占日本进口量的13%)等。 日本过去也生产铝锭,但现在全部依赖进口。日本国内大型企业开始着手采购替代产品。日 本Resonac控股解释称,"供应企业分散,如果中东地区难以采购,可从其他地方采购,灵活 性很高"。已开始转向澳大利亚和南非等。 日本国内使用的铝锭中一部分为中东产,出现了替代采购的动向 中国占全球铝锭产量的6成,但多用于本国消费。在中国以外的全球产量中,中东占2成。霍 尔木兹海峡封锁影响了铝锭原料的进货和产品出货。日本的铝锭全部依赖进口…… 美国、以色列和伊朗的军事冲突导致霍尔木兹海峡事实上被封锁,正在给铝的供应链投下阴 影。中东地区的电费便宜,铝锭制造兴盛,占除中国以外 ...
挺起工业发展“硬脊梁”
Guang Xi Ri Bao· 2025-12-22 02:11
Core Insights - The article highlights the transformation of Baise City into a modern industrial hub, focusing on the development of four key industries: aluminum, forestry, new energy, and new materials [1][2][3] Group 1: Aluminum Industry - Baise City has established a complete industrial chain from bauxite to high-end aluminum products, attracting leading companies like Geely and Aotai Aluminum [2] - The aluminum industry has seen a significant increase in transaction value, surpassing 110 billion yuan since the start of the 14th Five-Year Plan [2] - The production process has been optimized, with over 50% of the electricity used in aluminum production coming from clean energy sources [1] Group 2: Forestry Industry - The forestry sector in Baise has shifted from selling raw timber to selling products and brands, with a total output value reaching 850 billion yuan [2] - The city produces approximately 1 cubic meter of timber for every 15 cubic meters produced nationwide, indicating its significant role in the national timber market [2] - The industry has expanded from basic wood products to include plywood, custom furniture, and whole-house customization, enhancing the value chain [2] Group 3: New Energy Sector - Baise's main power grid now sources over 80% of its energy from clean energy, with annual electricity transmission exceeding 300 billion kilowatt-hours [3] - The city has attracted major companies in the renewable energy sector, forming clusters for wind turbine blades, photovoltaic components, and energy storage devices [3] - The continuous expansion of renewable energy installations has positioned Baise as a leader in Guangxi for two consecutive years [3] Group 4: New Materials Industry - The new materials industry in Baise has an annual output value exceeding 10 billion yuan, with multiple specialized industrial chains [3] - A notable project, the Shanghai Rongrong aluminum oxide continuous fiber product facility, has a total investment of 10.7 billion yuan and aims to become the largest of its kind in the country [3] - The restructuring of Baise's industrial framework has enhanced its resilience and competitiveness, moving from an aluminum-dominated economy to a diversified industrial base [3]