Kulandela ukuncishiswa nokuvalwa kwamabhizinisi e-electrolytic aluminium eSichuan, eChongqing nakwezinye izindawo ngenxa yokunqanyulwa kwamandla, i-electrolyticabakhiqizi bephrofayili ye-aluminium e-china banciphise nokukhiqizwa ngenxa yokunqanyulwa kukagesi.
Ethintwe yilokhu, intengo ye-Shanghai aluminium futures yenyuka.I-Datayes, idatha yokuxhumana, ibonise ukuthi kusukela ekupheleni kuka-September 15, intengo enkulu yenkontileka ye-Shanghai aluminium ikusasa ivale ama-yuan angu-215 kuya ku-18,880 yuan / ton;Izintengo ze-aluminium zesikhathi esizayo ze-LME zaqala ukubuya zisuka emazingeni aphansi, ku-9 Yathinta u-$2,344/ton ngo-March 13, ikhuphuka ngezinsuku ezi-4 zokuhweba ezilandelanayo.
NgoSepthemba 14, i-Shenhuo Co., Ltd. yamemezela ukuthi inkampani ephethe i-Yunnan Shenhuo Aluminium Co., Ltd. ithole ukuxhumana okuvela emnyangweni wokuphakelwa kukagesi waseWenshan.Kusukela ngoSepthemba 10, izophatha amandla ngokuvala ithangi, futhi izolungisa umthwalo kagesi ube sezingeni eliphansi ngaphambi komhlaka-12.Ngo-1.389 million kilowatts, umthamo kagesi uzolungiswa ungabi ngaphezu kwama-kilowatts ayizigidi eziyi-1.316 ngaphambi komhla ziyi-14 kuMandulo.
Ngosuku olwedlule, i-Yunnan Aluminium Co., Ltd. iphinde yamemezela ukuthi kusukela ngo-September 10, inkampani kanye namabhizinisi ayo angaphansi kwe-electrolytic aluminium azophatha amandla ngokuvala ithangi, futhi umthwalo kagesi uzokwehliswa ngo-10% ngaphambi komhlaka-14. .
Ngasekupheleni kuka-Agasti, izidingo zokuncishiswa kwamandla esiFundazweni saseSichuan zaphinde zathuthukiswa, okudinga ukuthi wonke amabhizinisi e-electrolytic aluminium ayeke ukukhiqiza.
Mayelana nezinkampani ezisohlwini, iZhongfu Industry yamemezela ngo-Agasti 15 ukuthi amandla athile okukhiqiza enkampani engaphansi kwayo i-Guangyuan City Linfeng Aluminium and Electric Co., Ltd. kanye nenkampani engaphansi kwayo enamasheya i-Guangyuan Zhongfu High Precision Aluminium Co., Ltd. izomiswa isonto lonke. kusukela ngo-Agasti 14. Inqubomgomo yesibili yokunciphisa amandla ithinte ukukhiqizwa kwe-aluminium electrolytic ezitshalweni ezimbili ezibalwe ngenhla cishe ngamathani angu-7,300 no-5,600 ngokulandelana.Kulinganiselwa ukuthi ingqikithi yenzuzo etholakala kule nkampani esohlwini izokwehliswa cishe ngama-yuan ayizigidi ezingama-78.
Sekukonke, umjikelezo wangaphambili wokunqanyulwa kwamandla ube nomthelela omkhulu kumthamo wokukhiqiza we-aluminum ye-electrolytic esifundazweni saseSichuan.Ngokwezibalo ze-SMM, ekupheleni kukaJuni, amandla okusebenza e-aluminiyamu ye-electrolytic yesiFundazwe saseSichuan bekumathani ayisigidi.Ithintwe ukushoda kukagesi, iqale ukudedela isignali yokwehlisa umthwalo nokudedela ugesi kubantu kusukela maphakathi noJulayi, yadiyazela yagwema iziqongo zodwa.Ngemva kokungena ngo-August, isimo sokuphakelwa kukagesi saba sibi kakhulu, futhi izinga lokunciphisa ukukhiqizwa kwezitshalo ze-aluminium landa.
Ukwehliswa okuhlangene kokukhiqizwa kwe-aluminium ye-electrolytic e-Yunnan ngalesi sikhathi, ngokusho kwabahlaziyi bezimboni, kungase kuhlobane nokunciphisa kwe-Yunnan Hydropower ekuphehlisweni kwamandla ngenxa yesimo sezulu, isimo sezulu nezinye izici.
Ngokusho kokuhlaziywa kwe-Galaxy Securities Research Report, kusukela ngoJulayi, u-Yunnan uye waqhubeka nokuba nezinga lokushisa eliphezulu, isomiso, nemvula encane, futhi inani lokungena kwamanzi lehle kakhulu.Sekuzongena enkathini eyomile eYunnan.
Ngokolwazi lomphakathi, kunamabhizinisi amane amakhulu ancibilikisa i-aluminum ye-electrolytic esiFundazweni saseYunnan, okuyi-Yunnan Aluminium Co., Ltd., Yunnan Shenhuo, Yunnan Hongtai New Materials Co., Ltd., inkampani engaphansi kwenkampani esohlwini lwase-Hong Kong yase-China. I-Hongqiao, kanye ne-Yunnan Qiya Metal Co., Ltd.
Izibalo ze-SMM zikhombisa ukuthi kusukela ekuqaleni kukaSepthemba walo nyaka, i-aluminiyamu esebenza ngogesi eSifundazweni saseYunnan yakha amandla okukhiqiza amathani ayizigidi ezingu-5.61 kanye namandla okusebenza angamathani ayizigidi ezingu-5.218, okwenza u-12.8% wengqikithi yokusebenza kwezwe.Nakuba izitshalo eziningi ze-aluminium e-Yunnan zisanda kusabela ekuphathweni kokusetshenziswa kwamandla esifundeni futhi zamisa ukukhiqizwa cishe ngo-10%, i-Yunnan Electric Power isenovalo.
Emakethe yamazwe ngamazwe, uhlangothi lokuhlinzekwa kwe-electrolytic aluminium nalo seluqalile ukuqina.Ngokwezibalo ze-Shanghai Steel Federation, ngenxa yenkinga yamandla ekhulayo eYurophu, ukuncishiswa kokukhiqizwa kwe-aluminum ye-electrolytic kuqhubekile nokukhula kusuka eYurophu kuya eNyakatho Melika.Kusukela ngo-Okthoba 2021 kuze kube sekupheleni kuka-Agasti walo nyaka, ukwehla komphumela okubangelwa inkinga yamandla eYurophu naseNyakatho Melika sekufinyelele amathani ayizigidi ezingu-1.3 ngonyaka, kuwo amathani ayizigidi ezingu-1.04 ngonyaka eYurophu kanye namathani angama-254,000 / ngonyaka e-United States. .Ngaphezu kwalokho, ezinye izinkampani nazo zicabanga ukunciphisa ukukhiqizwa.Imboni yaseGermany iNeuss aluminium isanda kuveza ukuthi izonquma ngoSepthemba ukuthi izokwehlisa yini umkhiqizo ngo-50% ngenxa yezindleko eziphezulu zikagesi.
Ukuhlaziywa kwe-GF Futures kusho ukuthi kusukela ngo-2021, amandla okukhiqiza i-aluminium electrolytic eYurophu afinyelele cishe amathani ayizigidi eziyi-1.5.Njengamanje, abanye abancibilikisi basasayinda izinkontileka zesikhathi eside nezikhungo zikagesi.Ngokuphelelwa yisikhathi kwezinkontileka zesikhathi eside, izincibilikisi zizobhekana namanani aphezulu kagesi ezimakethe., ukubeka ingcindezi ezindlekweni zokuncibilikisa.Esikhathini esizayo, ngokufika kwenkathi ephakeme yesidingo segesi yemvelo eYurophu ebusika, ukushoda kwamandla eYurophu kuzoba nzima ukudambisa, futhi ingozi yokuhlinzekwa kwe-aluminium electrolytic isazoba khona.
I-GF Futures ilinganisela ukuthi amandla okusebenza amanje e-electrolytic aluminium e-Yunnan angaba amathani ayizigidi ezingu-5.2, angase anciphise ukukhiqizwa cishe ngo-20%.Njengoba kuphoqwe ukuthi indawo yaseSichuan ithintwe izinga lokushisa eliphezulu kanye nesomiso ekuqaleni, amandla okusebenza amathani ayizigidi ezingu-1 e-aluminiyamu ye-electrolytic ayesesondele ekupheleni kuka-August, futhi kwakuzothatha okungenani izinyanga ezimbili ukuqalisa kabusha ukukhiqiza. .Kulindeleke ukuthi ukunikezwa kwasekhaya kwe-electrolytic aluminium kuzokwehla kakhulu.
Isikhathi sokuthumela: Sep-17-2022