Tam sim no, Tuam Tshoj daim Aluminium Sheet Qhia tawm cov kev faib tawm tseem ceeb, uas yog qhov kev soj ntsuam tseem ceeb ntawm cov ntaub ntawv tshiab thiab cuam tshuam:
1.} Cov kev hloov pauv tag nrho hauv kev lag luam export
Tag nrho cov xa khoom txuas ntxiv mus nce ntxiv: hauv 2024, Tuam Tshoj tus txhuas txhuas thiab cov khoom xa tawm mus txog 9} 8%, cov ntawv sau siab; Aluminium Exported account rau 58% ntawm cov khoom siv thoob ntiaj teb, Highlighting Tuam Tshoj txoj haujlwm tseem ceeb hauv kev ua lag luam thoob ntiaj teb. Txawm li cas los xij, los ntawm cov txheej txheem kev pom, cov feem ntawm cov kev ua lag luam ib txwm muaj (xws li Tebchaws Asmeskas) tau poob qis, thaum muaj kev tawm tsam Asia sab hnub tuaj.
Lub Teb Chaws Asmeskas Kev Lag Luam Qhia tawm tau tawg tseem ceeb: hauv 2024, Tuam Tshoj txoj kev xa tawm ncaj qha rau Tebchaws Meskas tsuas yog 254 2}}} tons decr of%%; from;; Tsoomfwv Meskas 'Sib koom hauv Suav Teb tag nrho cov tshuaj tiv thaiv tag nrho poob los ntawm 14% hauv 2017 3}} 8%, thiab nws poob los ntawm qhov chaw xa tawm loj tshaj plaws rau qhov chaw thib rau.
Txawm hais tias Tebchaws Asmeskas tseem yog ib qho kev ua lag luam loj tshaj plaws rau Suav txhuas thiab nws cov khoom lag luam (Export rau 76%), nws cov ntawv qhia rau kev poob qis txuas ntxiv mus vim yog cov siab.
Indirect export tseem ceeb nce: Tuam Tshoj cov khoom lag luam txhuas yog cov khoom siv dav hlau (xws li cov khoom tseem ceeb ntawm cov khoom siv tsis ncaj rau hauv Tebchaws Meskas.
{{02. Cov kev coj ua hloov chaw ntawm cov chaw xa khoom loj
Qhov sawv ntawm sab qab teb chaws Asia thiab Middle East:
Sab qab teb Kauslim thiab Mexico tau dhau los ua cov ntawv tshaj tawm kev tawm tshiab hauv 2024, Tuam Tshoj cov electrolytic, {{{{}}} tons hauv Mexico); Cov cheeb tsam no, pab Suav cov chaw nres tsheb, pab Suav txhuas tsis ncaj qha nkag rau North America thiab lwm yam kev lag luam .
Southeast Asia tau nyiam Tuam Tshoj cov ntaub ntawv xa tawm nrog kev loj hlob hauv tsev, thiab kev sib tw ua kom zoo nkauj tau txais kev sib tw ua kom muaj kev sib tw ua kom nce .
Kev nthuav dav hauv lub tebchaws raws txoj siv sia thiab txoj kev: Suav cov tuam txhab ua haujlwm hauv tebchaws 2023, suav nrog 45% ntawm cov khoom lag luam thoob plaws hauv cheeb tsam.
Cov kev ua lag luam nyob sab Europe: Yog tias EU tag nrho cov roj av hloov kho (CBAM) nce ntxiv kev nce qib hauv khw muag khoom {1}
{{0 {}} cov lus qhia txog kev tsav tsheb thiab cov lus teb txiag
Cov kev cai them rau cov khoom cuam tshuam Lub Trump Administration npaj yuav nce cov hlau thiab aluminium sear rau 50% nyob rau lub Rau Hli 2025, uas yuav nrawm dua kev hloov tsheb ntawm kev ua lag luam.
Geopolitics thiab kev hloov pauv ntawm peb cov ntawv pov thawj kev lag luam thiab kev siv hluav taws xob tsuas yog 5% tsuas yog 5% ntawm cov khoom siv hluav taws xob tsis zoo
Kev hloov pauv hauv kev thov cov qauv: kev nce hauv kev thov hauv lub zog hluav taws xob (xws li kev lag luam tawm tshiab)
4. kev kwv yees ntawm cov qauv yav tom ntej
Lub sij hawm luv luv hloov: kev nce qib ntawm Asmeskas yuav ntxiv mus rau Asmeskas cov kev xa tawm ncaj qha rau Asmeskas tau tshaj li 50% .
Kev hloov mus sij hawm ntev: lub hom phiaj ntawm kev xa tawm yuav txuas ntxiv mus ntawm Southeast Asia, Mexico thiab txoj siv sia nyob rau hauv Asia Asia yuav nce ntxiv rau ntau dua 25% hauv 2026; Nyob rau tib lub sijhawm, cov kev sib faib tawm export ntawm rov ua dua qub thiab qib siab txhuas cov ntaub ntawv (xws li cov phiaj rau cov tsheb hluav taws xob tshiab) yuav tsum mus txog 40%
