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A: The new power reform plan is expected to be launched early next year. The electrolytic aluminum industry will benefit from the opportunity.

According to the Shenyin Wanguo report, the new power reform plan is expected to be introduced in early 15th. The electricity price reform will be promoted in the form of independent approval of transmission and distribution prices + marketization of operating electricity prices, with the ultimate goal of ‘bidding online.’ Recently, it has passed the review of the State Council, and the overall plan is expected to be introduced in early 15th.

The electricity price reform will bring about a downward trend in the price of electricity. From the perspective of international reform experience, the reform will promote the decline in overall electricity price levels. Ten years after the reform of the British, French, Japanese and other national power companies, the price of electricity has dropped by more than 20%. China's electricity reform has changed the profit model of the grid's 'differential income', and introducing market-oriented mechanisms on both sides of the power generation and sales will help reduce the cost of electricity consumption in the whole society and improve the downstream industrial chain (raw materials, manufacturing, etc.). Profitability level.

       In the non-ferrous metal sub-sector, the most far-reaching impact of the electricity price reform is the electrolytic aluminum industry. The cost of electricity accounts for about 40% of the total cost of production. The long-term decline in the price of electricity will be beneficial to large-scale enterprises. The profit per ton of aluminum is sensitive to the downward adjustment of electricity prices. The average electricity consumption per ton of aluminum in the industry is calculated at 13,500 degrees. Assuming that the price of electricity is lowered by 0.1 yuan per kWh, the cost per ton of aluminum will drop by about 10%, which will result in a change from ton of aluminum to a profit of 400 yuan. Tonne or so