Kusukela maphakathi noJuni, idonswa phansi ukusetshenziswa okubuthakathaka, i-aluminium yaseShanghai yehle isuka phezulu yaya ku-17,025 yuan/ton, ukwehla ngo-20% ngenyanga eyodwa.Muva nje, eqhutshwa ukusimama kwemakethe, amanani e-aluminium aphinde akhuphuka kancane, kodwa izisekelo zamanje ezibuthakathaka zemakethe ye-aluminium zinokukhuphuka okulinganiselwe ezintengo.Ngakho-ke, kungenzeka kakhulu ukuthi intengo ye-aluminium izosebenza ngokumelene nentengo yezindleko ze-oscillation engxenyeni yesithathu, futhi intengo ye-aluminium ingaba nokukhethwa kokuqondisa kwikota yesine.Uma kwethulwa inqubomgomo eqinile evuselela ukusetshenziswa, ngokuhambisana nezindaba zokuncishiswa kokukhiqiza ohlangothini lokunikezela, amathuba okukhuphuka kwentengo ye-aluminium aphezulu.Ukwengeza, njengoba i-Fed kulindeleke ukuthi ikhuphule amanani enzalo, izici ezimbi kakhulu zizoholela ekwehleni kwesikhungo samanani e-aluminium unyaka wonke, futhi ukuphakama kwe-rebound kumbono wemakethe akufanele kube nethemba kakhulu.
Ukukhula kokuhlinzeka kuyaqhubeka ngokunganqamuki
Ngasohlangothini lokuhlinzekwa kwempahla, njengoba i-Shanghai Aluminium isiwile emugqeni wezindleko, inzuzo emaphakathi yemboni yonke yehlile isuka phezulu ku-5,700 yuan/ton phakathi nonyaka yafinyelela ekulahlekeni kwamanje kwama-yuan angama-500/ton, kanye nenani eliphakeme lokukhiqiza. ukukhula kwamandla kudlulile.Kodwa-ke, kule minyaka emibili edlule, isilinganiso senzuzo yokukhiqizwa kwe-aluminiyamu ye-electrolytic iye yafinyelela ku-3,000 yuan/ton, futhi inzuzo ngethani ngalinye le-aluminium isenkulu kakhulu ngemva kokulahlekelwa kwethani le-aluminium ngokulinganayo kuncishiswe inzuzo yangaphambilini. .Ukwengeza, izindleko zokuqalisa kabusha iseli ye-electrolytic ziphezulu njenge-2,000 yuan/ton.Ukukhiqiza okuqhubekayo kuseyinketho engcono kunezindleko zokuqalisa kabusha eziphezulu.Ngakho-ke, ukulahlekelwa kwesikhashana ngeke kubangele ngokushesha izitshalo ze-aluminium ukuthi zimise ukukhiqiza noma ukunciphisa umthamo wokukhiqiza, futhi ingcindezi yokuhlinzeka isazoba khona.
Ekuqaleni kukaJuni, amandla okusebenza e-electrolytic aluminium yasekhaya asenyuke afinyelela kumathani ayizigidi ezingama-41.Umbhali ukholelwa ukuthi ngokuqala kabusha kokukhiqiza kanye nokukhululwa kancane kancane kwamandla amasha okukhiqiza e-Guangxi, Yunnan nase-Inner Mongolia, amandla okusebenza azofinyelela amathani ayizigidi ezingu-41.4 ekupheleni kukaJulayi.Futhi izinga lokusebenza lamanje le-aluminiyamu ye-electrolytic likazwelonke licishe libe ngu-92.1%, okuyirekhodi eliphezulu.Ukwenyuka kwamandla okukhiqiza nakho kuzophinde kubonakale emkhiqizweni.NgoJuni, ukukhiqizwa kwe-aluminiyamu ye-electrolytic yezwe lami kwaba amathani ayizigidi ezingu-3.361, okuwukunyuka ngo-4.48% unyaka nonyaka.Kulindeleke ukuthi ngenxa yezinga eliphezulu lokusebenza, izinga lokukhula kokukhiqizwa kwe-aluminum ye-electrolytic engxenyeni yesithathu lizoqhubeka nokukhula kancane kancane.Ngaphezu kwalokho, kusukela ekubhebhethekeni kwezingxabano zaseRussia-Ukraine, cishe amathani angama-25,000-30,000 weRusal angeniswa ngenyanga, okuholele ekwandeni kwenani lezimpahla ezijikelezayo emakethe, okuye kwacindezela uhlangothi lwesidingo, wabe esecindezela amanani e-aluminium.
Ilinde ukutholwa kwesidingo setheminali yasekhaya
Ohlangothini lwesidingo, ukugxila kwamanje kusekutheni ukutholwa okuqinile kwesidingo esibulalayo ngaphansi kwesizinda sokukhula kwasekhaya okuzinzile kungagcwaliseka kanye nesikhathi sokugcwaliseka.Uma kuqhathaniswa nesidingo sasekhaya, ukwenyuka kwama-oda okuthunyelwa kwe-aluminium engxenyeni yokuqala yonyaka kwaba amandla amakhulu okusebenzisa ingot ye-aluminium.Nokho, ngemva kokungabandakanyi umthelela wamazinga okushintshanisa imali, isilinganiso se-aluminium sase-Shanghai-London sabuya.Ngokuncipha okusheshayo kwenzuzo yokuthunyelwa kwempahla kwamanye amazwe, kulindeleke ukuthi ukukhula kokuthunyelwa kwempahla kwamanye amazwe kube buthakathaka.
Ngokuphambene nesidingo sasekhaya, imakethe engaphansi komfula isebenza kakhulu ekuthatheni izimpahla, futhi isaphulelo sendawo siye sancipha, okubangele ukwehla okuqhubekayo kumazinga we-inventory emasontweni amabili nesigamu adlule, futhi ukuthunyelwa kukhuphuke nge-anti-season.Ngokombono wesidingo esiphuthumayo, umkhakha wamanje wezindawo ezithengiswayo kulindeleke ukuthi uthuthuke, kuyilapho imakethe yezimoto, okufanele ngabe ingene esikhathini esingesona isikhathi sonyaka, isiluleme kakhulu.Emakethe yezimoto, idatha ibonisa ukuthi umphumela ngoJuni wawuyizigidi ezingu-2.499, ukukhuphuka ngo-29.75% inyanga nenyanga kanye nokunyuka konyaka ngo-28.2%.Ukuchuma okuphelele kwemboni kuphezulu uma kuqhathaniswa.Sekukonke, ukululama kancane kwesidingo sasekhaya kungase kukwazi ukugoqana nokufinyezwa kokuthunyelwa kwe-aluminium kwamanye amazwe, kodwa ukuqaliswa kwenqubomgomo yamanje yemboni yezindlu nezindlu kusathatha isikhathi, futhi ukuzinza nokulungiswa kwemakethe ye-aluminium kusalinde ukwenzeka. .
Sekukonke, ukuphindwa kabusha kwemakethe ye-aluminium yamanje kubangelwa kakhulu umuzwa wemakethe, futhi akukho siginali yokubuyisela emuva okwamanje.Njengamanje, okuyisisekelo kusesesimeni sokungqubuzana phakathi kokunikezwa kanye nesidingo.Ukwehliswa kokukhiqizwa ngasohlangothini lokunikezela kudinga ukubona ukuminyanisa okuqhubekayo kwenzuzo, futhi ukutholwa ngasohlangothini lwesidingo kudinga ukulinda ukukhishwa kwezinqubomgomo ezivumayo kanye nokwenza ngcono okukhulu kwedatha emkhakheni wetheminali.Kusenethemba lokukhula okuqinile kwemboni yezindlu nezindlu, kodwa ngaphansi komphumela omubi wokwenyuka kwezinga lenzalo le-Fed, ukubuyiselwa kabusha kwe-Shanghai. abahlinzeki bephrofayela ye-aluminiumizoba nomkhawulo.
Isikhathi sokuthumela: Aug-03-2022