Ngo-2022, amandla okukhiqiza i-alumina azoqhubeka nokukhula, amandla okukhiqiza i-aluminium e-electrolytic azolulama kancane kancane, futhi amanani e-aluminium azokhombisa inkambiso yokukhuphuka kuqala bese ehla.Ububanzi bentengo ye-LME yi-2340-3230 US dollars / ton, futhi ububanzi bentengo ye-SMM (21535, -115.00, -0.53%) yi-17500-24800 yuan / ton.
Ngo-2021, intengo ye-SMM yenyuka ngo-31.82%, futhi inkambiso yayo ingahlukaniswa izigaba ezimbili: kusukela ekuqaleni konyaka kuze kube maphakathi no-Okthoba, ngaphansi kwethonya lokusimama komnotho waphesheya kwezilwandle, ukukhuphuka kokuthunyelwa kwempahla kwamanye amazwe, izinqubomgomo zokulawula kabili ukusetshenziswa kwamandla kanye nokukhuphuka kwentengo yegesi yemvelo phesheya kwezilwandle, amanani e-aluminium ayaqhubeka nokukhuphuka.;Kusukela ngasekupheleni kuka-Okthoba, i-China ingenelele emananini amalahle, umqondo wokusekela izindleko wehlile, futhi amanani e-aluminium ehle kakhulu.Ekupheleni konyaka, ngenxa yokukhuphuka kwamanani entengo yamandla e-Europe, sekuqalile ukubuyiselwa imali.
Umthamo wokukhiqiza we-1.Alumina uyaqhubeka nokukhula
Kusukela ngoJanuwari kuya kuNovemba 2021, umkhiqizo we-alumina womhlaba wonke uqongelele kumathani ayizigidi eziyi-127, okuwukunyuka konyaka ngonyaka ngama-4.3%, lapho ukukhishwa kwe-alumina yaseChina bekungamathani ayizigidi ezingama-69.01, okuwukunyuka konyaka ngo-6.5%.Ngo-2022, maningi amaphrojekthi e-alumina azofakwa ekukhiqizweni ekhaya naphesheya, ikakhulukazi e-Indonesia.Ngaphezu kwalokho, indawo yokuhluza i-Jamalco alumina enomphumela wonyaka wamathani ayizigidi eziyi-1.42 kulindeleke ukuthi iqale kabusha ngo-2022.
Kusukela ngoDisemba 2021, umthamo wokwakhiwa kwe-alumina waseChina ungamathani ayizigidi ezingama-89.54, futhi amandla ayo okusebenza angamathani ayizigidi ezingama-72.25.Kulindeleke ukuthi umthamo omusha wokukhiqiza uzoba amathani ayizigidi eziyisi-7.3 ngo-2022, futhi amandla okuqalisa kabusha alinganiselwa emathani ayizigidi ezi-2.
Sekukonke, amandla okukhiqiza i-alumina emhlabeni wonke asesimeni esidlulele.
2.2022 umbono wemakethe
Ngo-2022, i-Fed kulindeleke ukuthi inyuse amanani enzalo, futhi izintengo zensimbi zizoba ngaphansi kwengcindezi iyonke.Inqubomgomo yezimali yasekhaya ibekwe ngaphambili, ukutshalwa kwezimali kwengqalasizinda kuzokhula engxenyeni yokuqala yonyaka, futhi isidingo se-aluminium sizothuthuka.Njengoba umthetho we-real estate ungakhululekile, singagxila ekufuneni kwe-aluminium ezimotweni ezintsha zamandla kanye nezimboni ze-photovoltaic.Uhlangothi lokuhlinzeka lunaka ukukhiqizwa kwe-aluminium electrolytic.Ngomongo "wekhabhoni ephindwe kabili", amandla okukhiqiza i-aluminium ye-electrolytic yasekhaya angase aqhubeke nokunqunyelwa, kodwa kulindeleke ukuthi abe ngcono kuno-2021. Inani elilinganisiwe lokukhiqiza liyakhuphuka futhi liqalise kabusha phesheya ngo-2022 nalo lukhulu.
Sekukonke, igebe phakathi kokunikezwa kanye nokufunwa kwe-aluminiyamu ye-electrolytic lizoncishiswa ngo-2022. Lizoqina engxenyeni yokuqala yonyaka futhi lithuthuke engxenyeni yesibili yonyaka.Intengo ye-aluminium izokhombisa umkhuba wokukhuphuka kuqala bese wehla.Ibanga lentengo ye-aluminium eLondon lingama-2340-3230 amadola ase-US / ton, kanti uhla lwamanani e-aluminium e-Shanghai luyi-17500-24800 yuan / ton.
Isikhathi sokuthumela: Jan-17-2022