Thaum Lub Rau Hli 9th, Kazakhstani Tus Thawj Kav Tebchaws Orzas Bektonov tau ntsib nrog Liu Yongxing, Thawj Tswj Hwm ntawm Tuam Tshoj Eastern Hope Group, thiab ob tog tau ua tiav txoj haujlwm ntsug kev koom ua ke ntawm aluminium industrial park nrog tag nrho cov peev ntawm 12 billion US dollars. Qhov project yog nyob rau hauv lub voj voog kev lag luam thiab yuav npog tag nrho cov kev lag luam saw ntawm bauxite mining, alumina refining, electrolytic aluminium smelting, thiab high-end sib sib zog nqus ua. Nws tseem yuav tau nruab nrog 3 GW lub zog txuas ntxiv hluav taws xob tsim hluav taws xob, txhawm rau tsim lub ntiaj teb thawj "zero carbon aluminium" kaw-loop ntau lawm puag los ntawm mining mus rau cov khoom muaj nqis ntxiv.
Cov ntsiab lus tseem ceeb ntawm qhov project:
Balancing scale thiab technology:Thawj theem ntawm txoj haujlwm yuav tsim cov khoom tsim tawm txhua xyoo ntawm 2 lab tons ntawm alumina cog thiab 1 lab tons ntawm electrolytic aluminium cog, siv thoob ntiaj teb ua cov cuab yeej huv huv metallurgical, thiab txo qis carbon emissions siv ntau dua 40% piv rau cov txheej txheem ib txwm muaj.
Tsav los ntawm lub zog ntsuab:Lub peev xwm ntawm lub zog tauj dua tshiab xws li cua zog nce mus txog 3 gigawatts, uas tuaj yeem ua tau raws li 80% ntawm lub tiaj ua si qhov kev thov hluav taws xob. Nws ncaj qha benchmarks nrog EU Carbon ciam teb Kho Mechanism (CBAM) cov qauv thiab xa cov khoom mus rau European lag luam yuav zam cov pa roj carbon ntau.
Kev ua haujlwm thiab kev txhim kho kev lag luam:Nws xav tias yuav tsim ntau dua 10000 txoj haujlwm hauv zos thiab cog lus rau kev hloov pauv thev naus laus zis thiab kev cob qhia cov neeg ua haujlwm los pab Kazakhstan hloov pauv los ntawm "cov peev txheej xa tawm lub tebchaws" mus rau "kev lag luam tsim khoom".
Strategic tob:industrial resonance ntawm Tuam Tshoj Kazakhstan "Belt and Road" kev koom tes
Qhov kev koom tes no tsis yog tsuas yog ib qho kev nqis peev nkaus xwb, tab sis kuj qhia txog kev sib sib zog nqus ntawm Tuam Tshoj thiab Kazakhstan hauv cov peev txheej ntxiv thiab cov saw hlau ruaj ntseg.
Qhov chaw muab kev pab:Kazakhstan cov pov thawj bauxite reserves yog cov saum toj kawg nkaus tsib nyob rau hauv lub ntiaj teb no, thiab cov nqi hluav taws xob tsuas yog 1/3 ntawm Tuam Tshoj cov ntug hiav txwv dej. Overlapping thaj chaw zoo ntawm "Belt and Road" tsheb thauj mus los hauv av, nws tuaj yeem cuam tshuam kev lag luam ntawm EU, Central Asia thiab Tuam Tshoj.
Kev txhim kho kev lag luam:Qhov project qhia txog kev sib sib zog nqus ua cov hlau txuas (xws li tshebaluminium daim hlauthiab aviation txhuas cov ntaub ntawv) los sau qhov sib txawv hauv Kazakhstan kev tsim khoom lag luam thiab txhawb nqa 30% -50% nce ntxiv ntawm tus nqi ntxiv ntawm nws cov hlau tsis muaj hlau xa tawm.
Green Diplomacy:Los ntawm bundling lub zog tauj dua tshiab thiab cov thev naus laus zis-carbon tsawg, Suav tuam txhab lag luam lub suab hauv kev lag luam hlau ntsuab thoob ntiaj teb tau txhim kho ntxiv, tsim kom muaj kev tiv thaiv kev tiv thaiv "ntsuab teeb meem" ntawm Tebchaws Europe thiab Asmeskas.
Ntiaj teb no kev lag luam aluminium reshuffle: Suav tuam txhab uas muag' 'tshiab paradigm rau mus thoob ntiaj teb'
Qhov kev txav no los ntawm Dongfang Hope Group kos npe rau kev nce qib rau Suav lag luam txhuas los ntawm cov peev txheej tsim tawm mus rau cov qauv tsim tawm.
Zam kev lag luam txaus ntshai:Lub EU npaj yuav nce qhov feem ntawm "ntsuab aluminium" ntshuam mus rau 60% los ntawm 2030. Txoj haujlwm no tuaj yeem hla kev lag luam ib txwm muaj los ntawm kev tsim khoom hauv zos thiab ncaj qha koom ua ke rau hauv European tshiab lub zog tsheb kev lag luam saw (xws li Tesla lub Hoobkas Berlin).
Kaw voj ntawm tag nrho cov kev lag luam saw:Tsim kom muaj "Kazakhstan Mining Tuam Tshoj Technology EU Kev Lag Luam" daim duab peb sab kom txo tau kev thauj mus los thiab kev pheej hmoo ntawm kev nom kev tswv. Nws tau kwv yees tias qhov project tuaj yeem txo cov pa roj carbon emissions los ntawm kev thauj mus los ntev los ntawm kwv yees li 1.2 lab tons hauv ib xyoos tom qab ncav cuag lub peev xwm ntau lawm.
Synergy effect:Lub photovoltaic thiab polycrystalline silicon sectors nyob rau hauv pab pawg neeg tuaj yeem tsim kev sib txuas nrog kev lag luam txhuas, xws li siv Kazakhstan lub hnub ci peev txheej los tsim cov chaw siv hluav taws xob photovoltaic, ntxiv txo cov nqi siv hluav taws xob ntawm electrolytic aluminium.
Cov kev sib tw yav tom ntej thiab kev lag luam cuam tshuam
Txawm hais tias qhov kev cia siab dav dav ntawm qhov project, ntau qhov kev sib tw tseem yuav tsum tau daws.
Geopolitical kev pheej hmoo: Tebchaws Asmeskas thiab Europe tau siv zog ntxiv rau "de Sinicize cov khoom lag luam tseem ceeb," thiab Kazakhstan, uas yog tus tswv cuab ntawm Eurasian Economic Union coj los ntawm Russia, tuaj yeem ntsib kev nyuaj siab rau sab hnub poob.
Localization ntawm thev naus laus zis: Harbin lub hauv paus kev lag luam tsis muaj zog, thiab kev tsim cov khoom siv high-end aluminium yuav tsum tau hloov kho mus sij hawm ntev. Qhov kev sib tw tseem ceeb rau Dongfang qhov kev cog lus kom nce qhov feem pua ntawm cov neeg ua haujlwm hauv zos (nrog lub hom phiaj kom ncav cuag 70% hauv 5 xyoos) yuav yog qhov kev xeem tseem ceeb.
Kev txhawj xeeb txog kev muaj peev xwm dhau: Lub ntiaj teb kev siv tus nqi ntawm cov khoom siv hluav taws xob electrolytic aluminium tau poob qis dua 65%, tab sis txhua xyoo kev loj hlob ntawm ntsuab aluminium xav tau tshaj 25%. Qhov phiaj xwm no yuav tsum qhib lub lag luam xiav dej hiav txwv los ntawm qhov chaw sib txawv (cov pa roj carbon tsawg, high-end).
Post lub sij hawm: Jun-17-2025