Ekuqaleni konyaka omusha wehla kakhulu, amanani e-aluminium angaphansi kokusekelwa angabamba?
Ngemuva koSuku LukaNcibijane ngo-2023, intengo ye-aluminium yasekhaya yehla kakhulu, ngemva kwezinyanga ezimbili futhi ngaphansi kwe-18000 yuan / ton line, ukusekelwa kwezindleko eziphansi nokusekelwa kwezobuchwepheshe kungabanjwa?
Imakethe enkulu isukile ohlangothini lwenqubomgomo yaya ohlangothini lwedatha
Ukubukeza wonke uZibandlela, ngokufika kokwenyuka kwezinga le-Federal Reserve ngoZibandlela kanye nokubizwa kweNgqungquthela Yomsebenzi Wasekhaya Emaphakathi, uchungechunge lwemicimbi emikhulu ebalulekile emakethe selufikile futhi lwagaywa kancane kancane yimakethe.Uma sibheka phambili ekuqaleni konyaka, imakethe enkulu izosuka ekugcineni kwenqubomgomo iye ohlangothini lwedatha enkulu.
Ngaphakathi, i-PMI yokukhiqiza yasekhaya ngoZibandlela ibingama-47.0%, yehle ngamaphesenti ayi-1.0 ukusuka enyangeni edlule, iphansi kakhulu onyakeni;i-PMI engakhiqizi ngoDisemba yayingu-41.6%, yehle ngamaphesenti angu-5.1 kusukela enyangeni edlule, iphinde ishaye phansi okusha konyaka.Ngokukhula kwesibalo sezifo ezisondela eholidini loMkhosi Wasentwasahlobo, ezinye izitshalo ezisebenza ngaphansi komfula zaze zangena kumodi yeholide kusenesikhathi, okuholele ekutheni inkomba ye-PMI ishaye kancane, kanti nedatha ezayo yokuthekelisa ngoDisemba akulindelekile ukuthi nayo isebenze. kahle.Phesheya kwezilwandle, idatha yakamuva yase-US engeyona eyepulazi kanye nedatha ye-CPI izonikeza isiqondiso esibalulekile somhlangano wokuqala we-Fed wango-2023 ekupheleni kukaJanuwari.Okwamanje, umhlangano kaJanuwari we-Fed kulindeleke ukuthi ubambezele imakethe yezabasebenzi yase-US ukuze iphole futhi idatha yokwehla kwamandla emali yehle ngenxa yenqubomgomo ye-Fed enolaka yokukhushulwa kwezinga lenzalo ngo-2022. Ngaphezu kokukhuphula amanani enzalo, imakethe izogxila kakhulu ku ukwehla kwamandla emali kwedatha yezomnotho yase-US kulo nyaka.
Electrolytic aluminiumnjengeamaphrofayili e-aluminium, iphrofayili ye-aluminium yezicabha namafasitela, iphaneli yelanga ye-roof rack(关键词) nokunyei-inventory yomphakathi ekuqongeleleni kwesizini
NgoJanuwari 3, 2023, i-SMM yabala i-aluminiyamu ye-electrolytic yasekhaya ngamathani angu-561,000, okuwukunyuka kwamathani angu-68,000 kusukela ngoLwesine olwedlule.Phakathi neholidi Losuku Lonyaka Omusha, ukufika kwe-aluminiyamu ye-electrolytic kunyukile, futhi iqoqo lama-ingots e-aluminium esifundeni ngasinye libe namadigri ahlukene, ikakhulukazi ukwanda kwe-Wuxi.Ngokwesifunda, indawo ye-Wuxi inyuke ngamathani angama-31,000, inani eliphelele lamathani angaphezu kuka-140,000.Isamba sempahla endaweni yaseGongyi senyuke saba amathani angaba ngu-100,000;i-inventory endaweni ye-South China Sea yenyuka kancane, futhi i-inventory yayisagcinwe cishe amathani ayi-100,000.Ivolumu yerisidi yendawo yokugcina impahla yaseShandong inyukile, i-inventory nayo inyukile.Isamba se-electrolytic aluminium yokusungula senyuke safinyelela kumathani angu-560,000, nakuba sisaphansi uma siqhathaniswa nesikhathi esifanayo ngonyaka odlule, kodwa umbono wenyanga nenyanga, ube amasonto angu-3 alandelanayo wokuqongelela, ukwanda kwe-ingot ingot ye-aluminium ngoDisemba futhi ibhekene ukusetshenziswa kwamaholide ukuqoqwa okubuthakathaka kulindeleke ukuthi kube yimali kancane kancane.Ngokwevolumu ephumayo, umthamo ophumayo wamasonto onke wawucishe ube ngamathani ayi-103,800, amathani ayi-12,700 aphansi kunenyanga edlule.Ngokwempendulo yemakethe, ezinye izimakethe ezingezansi ziseholidini, futhi kulindeleke ukuthi ukuthengiselana kwemakethe kuzoba ukukhanya okwengeziwe esikhathini esizayo.Ngokuya ngenduku ye-aluminium, ngoJanuwari 3,2023, izibalo ze-SMM, i-aluminium rod yezindawo ezisetshenziswa kakhulu ezifuywayo yayingamathani angama-74,300, uma kuqhathaniswa namathani ayi-13,400 ngoLwesine olwedlule, futhi esesimweni sokuqongelela.
Ukwesekwa kwezindleko ze-aluminum ye-Electrolytic noma okunye ukwehla
Mayelana nezindleko ze-aluminium ye-electrolytic, amanani e-alumina aphinde akhuphuka kusukela ngoDisemba;intengo yamalahle ashisayo e-Inner Mongolia njengesibonelo, yehle ngo-50 yuan / ton ngoDisemba;ngo-December, intengo yokuma yokuthenga ye-anode ebhakwe ngaphambilini ye-Shandong amabhizinisi amakhulu e-aluminium electrolytic yehle ngo-220 yuan/ton ngenyanga.Ngokusho kwedatha ye-Mysteel, ngoNovemba 2022, isilinganiso esilinganiselwe sezindleko ezigcwele zomkhakha we-aluminium electrolytic waseChina sasingu-17,557 yuan / ton, futhi inzuzo yomkhakha wonke yayingu-1,173 yuan / ton.NgoDisemba, kulindeleke ukuthi izindleko eziphelele ze-electrolytic aluminium zizokwehla kancane, amanani e-aluminium kulo mzuliswano wokwehla noma azophinda avale umugqa ojwayelekile wemboni.
Imali emfushane iphoqa noma izophuka ngaphansi kosekelo lobuchwepheshe
Kusukela eshadini lansuku zonke lenkontileka eyinhloko ye-aluminium yase-Shanghai, kusukela ngasekupheleni kukaJulayi 2022, intengo ye-aluminium yase-Shanghai empeleni ikhuphuka phakathi kuka-17,500-19,000 yuan/ton.Usuku lukaNcibijane ngemva kosuku lokuqala lokwehla, izimali eziyinhloko ezimfushane zanda kakhulu izikhundla, inhloko emfishane yenetha ende inzuzo yanda kakhulu.Uma intengo elandelayo iwela endaweni engaphansi kwebanga lansuku zonke, amabhere awazange anciphise kakhulu izikhundla zawo noma izinkunzi azizange zikhulise kakhulu izikhundla zazo, futhi amathuba okuba amanani e-aluminium aqhubeke ewela ngaphansi kwezinga lokusekelwa kwezobuchwepheshe akhula kancane kancane.Sekukonke, kudatha ye-macro empofu yakamuva kanye ne-inventory social okulindelwe ukunqwabelana okukhulu, amanani e-aluminium kulindeleke ukuthi abe ngaphansi kwengcindezi.Ngaphezu kwalokho, ukusekelwa kwezindleko zamanje kanye nokusekelwa kwezobuchwepheshe kulayini we-yuan / ton engu-17500, kodwa ukusekelwa kwezindleko zamanje kungase kwehle kakhulu, futhi ukusekelwa kwezobuchwepheshe nakho kubhekene nengozi yokuphulwa;uma sephukile, isinyathelo esilandelayo singase sihlole izinzuzo nokulahlekelwa kwe-17000 yuan / ton line.
Isikhathi sokuthumela: Jan-10-2023
