Ngokwemininingwane evela ku-Oriental Fortune Choice, kusukela ngomhlaka-16 Julayi, izinkampani eziyi-14 kwezingu-26 ezisohlwini lwe-A-share abakhiqizi bephrofayili ye-aluminium e-chinabakhiphe izibikezelo zabo zokusebenza kwesigamu sokuqala, okuyi-13 yabo ezuze inzuzo futhi eyodwa kuphela elahlekile imali.Uma kuqhathaniswa nesikhathi esifanayo sonyaka odlule, izinkampani ezingu-11 zazuza ukukhula okuhle, lapho izinkampani ezingu-7 ezihlanganisa i-Shenhuo Co., Ltd. kanye ne-Dongyang Sunshine zandise inzuzo yazo enetha ngaphezu kwe-100%.
“Engxenyeni yokuqala yonyaka, intengo ye-aluminium yayisezingeni eliphezulu ngesikhathi esifanayo eminyakeni yamuva, futhi inzuzo yezinkampani ze-aluminium yayiyinhle kakhulu.Njengamanje, isibikezelo sokusebenza kwamaphakathi nethemu kwezinkampani ezisohlwini kule mboni sihambisana nokulindelwe yimakethe.”Umhlaziyi wezimboni ezingeyona insimbi utshele intatheli ye-“Securities Daily” ukuthi ngokwesidingo, nakuba imboni yezindlu, engumsebenzisi omkhulu we-aluminium, inomnotho ophansi, kodwa ukusetshenziswa emikhakheni yezimoto namandla yaqhubeka ikhula, yaba umthwalo omkhulu wokwanda kwesidingo se-aluminium.
Amanani e-Aluminium akhuphuka kakhulu
Izinkampani eziningi ze-aluminium kulindeleke ukuthi zikhulise ukusebenza kwazo
Ngokwemininingwane yomphakathi, kusukela engxenyeni yokuqala ka-2022, ubhubhane selukhuphule ngokuphindaphindiwe ukwanda kwezingxabano zezwe, okubangele ukuthi amanani e-aluminium aguquguquke kuze kube manje.Phakathi kwazo, iShanghai Aluminium yake yakhuphuka yafinyelela ku-24,020 yuan/ton, yafinyelela irekhodi eliphakeme;I-London Aluminium yaze yashaya phezulu, yafika ku-3,766 US dollars / ton.Izintengo ze-aluminium zisebenza ngezinga eliphezulu, futhi izinkampani eziningi ze-aluminium ezisohlwini zikhiphe izimemezelo zokwenyuka kwangaphambili kokusebenza.
NgoJulayi 15, iHongchuang Holdings ikhiphe isibikezelo sokusebenza.Kulindeleke ukuthi yenze inzuzo yama-yuan ayizigidi ezingu-44.7079 kuya kumayuan ayizigidi ezingu-58.0689 kusukela ngoJanuwari kuya kuJuni 2022, ukuguqula ngempumelelo ukulahlekelwa kube inzuzo.Le nkampani ithe engxenyeni yokuqala ka-2022, ukukhuphuka kwentengo ye-aluminium ekhaya nakwamanye amazwe, ukuguquguquka kwezinga lokushintshisana okuvuna ukuthunyelwa kwempahla kwamanye amazwe, ukuthuthukisa ukwakheka komkhiqizo, kanye nokuqinisa ukulawulwa kwezindleko kuyizihluthulelo zokuguqula ukulahlekelwa kube inzuzo yenkampani.
NgoJulayi 12, i-Shenhuo Co., Ltd. yakhipha isimemezelo ngokunyuka kwangaphambilini engxenyeni yokuqala yonyaka, futhi kulindeleke ukuthi kuzuze inzuzo enkulu yama-yuan ayizigidi eziyizinkulungwane ezingu-4.513 engxenyeni yokuqala yonyaka, unyaka- zishintshiwe zaba ngu-+208.46% ngesonto.Isizathu sokukhula kokusebenza kwayo ukuthi ngaphezu kwephrojekthi ye-900,000-ton ye-Yunnan Shenhuo Aluminium Co., Ltd. efinyelela ekukhiqizeni, ukukhuphuka okubukhali kwentengo ye-electrolytic aluminium kanye nemikhiqizo yamalahle nakho kuyisici esibalulekile.
Abahlaziyi okukhulunywe ngabo ngenhla bathi ukukhuphuka okuphelele kwamanani e-aluminium kubangelwa ikakhulukazi ukuphazamiseka kwezingxabano ze-geopolitical.Ngakolunye uhlangothi, kuthinta ukunikezwa kwe-aluminium eyinhloko, futhi ngakolunye uhlangothi, inyusa amanani wamandla eYurophu, okuholela ekwenyukeni kwezindleko zokuncibilikisa i-aluminium.Iqhutshwa yi-LME, inzuzo yezinkampani zasekhaya ze-electrolytic aluminium ikhuphuke yafika ezingeni eliphezulu.Ngokwezilinganiso, isilinganiso senzuzo ngethani ngalinye le-aluminium embonini ngaleso sikhathi sase sifinyelele cishe ku-6,000 yuan, futhi umdlandla wokukhiqiza wamabhizinisi wawuphezulu, futhi ngesikhathi esifanayo, ukuthunyelwa kwemikhiqizo ye-aluminium yasekhaya kwakhuthazwa.
Nokho, ngemva kokuba i-Federal Reserve ikhuphule amanani enzalo ngobudlova, kuhambisana nezifo eziwumshayabhuqe eziphindaphindayo zasekhaya, womabili amanani e-aluminium aqala ukwehla.Phakathi kwazo, i-aluminium ye-Shanghai yake yawela ku-18,600 yuan / ton;I-aluminium yaseLondon yehle yaya ku-2,420 US dollars / ton.
Nakuba i- Iphrofayili ye-Aluminium Extrusion intengo engxenyeni yokuqala yonyaka ikhombise ukuthambekela kokukhuphuka kuqala bese yehla, inzuzo iyonke yamabhizinisi e-aluminium yayinhle.UFang Yijing, umhlaziyi weShanghai Steel Union, utshele intatheli ye-“Securities Daily”, “Kusukela ngoJanuwari kuya kuJuni 2022, izindleko ezilinganiselwe ze-electrolytic aluminium ngu-16,764 yuan/ton, okuyinani elifanayo nenani le-Shanghai Steel Union's. ama-aluminium ingots kusukela ngoJanuwari kuya kuJuni kuleyo nyanga.Uma kuqhathaniswa nenani elimaphakathi lama-yuan/tons angu-21,406, inzuzo emaphakathi yomkhakha wonke ilinganiselwa ku-4,600 yuan/ton, okuwukunyuka ngama-548 yuan/ton uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule.”
Ukwehla kwezindlu
Amandla ezimoto asephenduke isidingo esikhulayo "somsebenzi"
Ngokombono wemakethe yabathengi ye-electrolytic aluminium terminal yezwe lami, izindlu zokwakha, ezokuthutha kanye ne-electronics kagesi yizinkambu ezintathu ezibaluleke kakhulu, ezibalelwa ngaphezu kwama-60% engqikithi.Ngaphezu kwalokho, kunezinhlelo zokusebenza ezihlala isikhathi eside zabathengi, ukupakisha kanye nemishini.
Ngokusho kwedatha evela ku-National Bureau of Statistics, kusukela ngoJanuwari kuya kuMeyi kulo nyaka, ukutshalwa kwezimali kukazwelonke kokuthuthukiswa kwezindlu kube ama-yuan ayizigidi eziyizinkulungwane ezingu-5,213.4, ukwehla konyaka ngonyaka ngo-4.0%.Indawo yokuthengisa izindlu zentengiso ibingamamitha-skwele ayizigidi ezingama-507.38, ukwehla konyaka ngonyaka ngama-23.6%.Indawo yokwakhiwa kwezindlu yamabhizinisi okuthuthukiswa kwezindlu ibiyizigidi eziyisi-8,315.25 zamamitha-skwele, ukwehla konyaka ngonyaka ngo-1.0%.Indawo esanda kuqaliswa ukwakhiwa kwezindlu ibingu-516.28 million square metres, yehle ngo-30.6%.Indawo eqediwe yokwakhiwa kwezindlu ibingu-233.62 million square metres, yehle ngo-15.3%.Izibalo ze-Mysteel zibonisa ukuthi kusukela ngoJanuwari kuya kuMeyi kulo nyaka, ukukhishwa kwamaphrofayili e-aluminium kufinyelele amathani ayizigidi ezingu-2.2332, ukwehla konyaka ngamathani angu-50,000.
"Yize ingxenye ye-aluminium esetshenziswa embonini yokwakha neyokuthengiswa kwezindlu yehlile isuka ku-32% ngo-2016 yaya ku-29% ngo-2021, isidingo se-aluminium kwezokuthutha, amandla kagesi, ukupakisha neminye imikhakha sikhula kakhulu."U-Fang Yijing ukholelwa ukuthi, ikakhulukazi, ukuzuza ku-Inkambo yezimoto ezintsha zamandla kanye nokunciphisa isisindo somzimba kubalulekile, futhi i-aluminium yezokuthutha iyaqhubeka nokukhuphuka, ibe amandla ahamba phambili ekukhuleni kwesidingo se-aluminium.Esimweni sokukhula okuqhubekayo, ingqalasizinda entsha yamandla nayo kulindeleke ukuthi isebenzise amandla, futhi ukwakhiwa kwama-photovoltaics namagridi kagesi kungase kukhuthaze ukusetshenziswa kwe-aluminium embonini yamandla kagesi ukuze kwande kakhulu.
Ngokwemininingwane ekhishwe yiChina Automobile Association ezinsukwini ezimbalwa ezedlule, ngemizamo ehlanganyelwe yazo zonke izinhlangothi, imboni yezimoto iphume endaweni ephansi kakhulu ngo-Ephreli, ngokukhiqizwa nokudayiswa kwezigidi ezingu-12.117 kanye nezigidi ezingu-12.057 engxenyeni yokuqala unyaka.Phakathi kwazo, ukusebenza kokukhiqiza nokuthengisa ngoJuni kwakungcono nakakhulu kunesikhathi esifanayo emlandweni.Ukukhiqizwa nokudayiswa kwezimoto ngale nyanga kube yizigidi ezingu-2.499 kanye nezigidi ezingu-2.502 ngokulandelana, okukhuphuke ngo-29.7% no-34.4% inyanga nenyanga, kanye nokukhula konyaka ngo-28.2% no-23.8%.Ikakhulukazi, ukwanda okuqhubekayo kwezinga lokungena kwezimoto zamandla amasha kuzoqhuba ukukhula okusheshayo kwesidingo semikhiqizo ye-aluminium.
I-Capital Securities ikholelwa ukuthi inani le-aluminium elisetshenziswe ezimotweni ezintsha zamandla ezwe lami lizofinyelela amathani ayizigidi ezingu-1.08 ngo-2022, ukwanda kwamathani angu-380,000 esikhathini esifanayo ngonyaka odlule.
Isidingo se-aluminium embonini ye-photovoltaic ngokuyinhloko sihlukaniswe izingxenye ezimbili: uhlaka nobakaki.Inani le-aluminium elisetshenziselwa ifreyimu ye-photovoltaic cishe amathani angu-13,000/GWh, futhi inani le-aluminium elisetshenziselwa ubakaki abafakiwe be-photovoltaic lingaba amathani angu-7,000/GWh.UFang Yijing ukholelwa ukuthi ngaphansi kwesizinda sokukhula okuqhubekayo, ingqalasizinda yamandla entsha izosebenzisa amandla ayo.Kulinganiselwa ukuthi imboni ye-photovoltaic izosebenzisa amathani ayizigidi ezingu-3.24 e-aluminium ngo-2022, okuwukukhuphuka konyaka ngamathani angu-500,000.
Isikhathi sokuthumela: Aug-17-2022