Ezingeni elikhulu, i-People's Bank of China inqume ukwehlisa isilinganiso semfuneko yezimali ezikhungweni zezimali ngamaphesenti angu-0.25 wamaphuzu ngoDisemba 5,2022.Ukuncishiswa kwe-RRR kukhombisa ukubhekelwa phambili kwenqubomgomo yezimali, futhi kugqamisa ukugxila kwesu lenqubomgomo yezimali, ehambisana nokusimamisa okulindelwe yimakethe, futhi inokubaluleka kwenqubomgomo ebalulekile.Ngokucacile emakethe engeyona i-ferrous, umbhali ukholelwa ukuthi i-RRR cut ukuze ikhulise noma ikhawulelwe, thatha ithusi ne-aluminium njengesibonelo, ukuthambekela kwayo kusazobuyela kokubusa okuyisisekelo.
Imakethe yethusi, ukunikezwa kwamanje kwe-copper yomhlaba wonke kuningi kakhulu, inkomba yemali yokucubungula iqhubekile nokukhuphuka ngamandla.Muva nje, umsebenzi wokuthengiselana wemakethe ye-copper concentrate usuphinde waqina, futhi ukuphela kokufika kwe-Benchmark ngo-2023 kunendima ethile yokuqondisa ekuthengweni kwe-smelter kamuva.Ngomhla zingama-24 kuNovemba, i-Jiangxi Copper, i-China Copper, i-Tongling Nonferrous Metals kanye ne-Jinchuan Group kanye ne-Freeport baphothula imali ende yokucubungula eyodwa ye-Copper Concentrate Benchmark ngo-$88/ton no-8.8 cents/phawundi, ikhuphuke ngo-35% isuka ku-2022 nenani eliphakeme kakhulu kusukela ngo-2017.
Kusukela esimweni sokukhiqiza ithusi le-electrolytic lasekhaya, kube khona ukulungiswa kabusha kwezincibilikisi zethusi ze-electrolytic ezinhlanu ngoNovemba, uma kuqhathaniswa no-Okthoba, umthelela unyukile.Ngesikhathi esifanayo, ngenxa yokutholakala okuqinile kwethusi elingahluziwe kanye nezinto ezibandayo kanye nokufika kancane kokukhiqizwa okusha, ukukhiqizwa kwethusi kwe-electrolytic ngoNovemba kulindeleke ukuba kube amathani angu-903,300, kukhuphuke kuphela ngo-0.23% ngenyanga, kukhuphuke ngo-10.24% .NgoZibandlela, izincibilikisi kulindeleke ukuthi zisunduze ukukhiqizwa kwethusi elicolisisiwe kuze kufike phezulu maphakathi nonyaka ngaphansi kweshejuli esheshayo.
Abakhiqizi bephrofayili ye-aluminium e-china iphindaphindeka kancane.Muva nje, umthamo wokusebenza we-electrolyticiphrofayili ye-aluminiumeSichuan ilungiswe kancane, kodwa ngenxa yokushoda kukagesi ngenkathi eyomile, kulindeleke ukuthi kube nzima kakhulu ekukhiqizeni okuphelele ekupheleni kwalo nyaka.Iqhutshwa izinqubomgomo ezikhuthazayo ezimenyezelwe yi-Guangxi, iphrojekthi ye-Guangxi electrolytic aluminium resumption kulindeleke ukuthi isheshise;ukuncishiswa kokukhiqizwa kwamathani angu-80,000 e-Henan kuqediwe, futhi isikhathi sokuqalisa kabusha asinqunywa;inqubekelaphambili entsha yokukhiqiza e-Guizhou nase-Inner Mongolia ayikafinyeleli kulokho okulindelekile.Ngokuvamile, ngaphansi kwethonya lakho kokubili ukukhula nokuncipha, umthamo wasekhaya we-electrolytic aluminium uveza isimo sokuguquguquka kwebanga elincane.Umthamo wokukhiqiza we-aluminium we-electrolytic wasekhaya kulindeleke ukuthi ubuyele emathani ayizigidi ezingama-40.51 ngoNovemba, kodwa lisesekhona igebe elithile uma liqhathaniswa namandla okukhiqiza aminyaka yonke alindelwe angamathani ayizigidi ezingama-41.
Ngasikhathi sinye, amabhizinisi asekhaya okucubungula i-aluminium phansi komfula aqala ukusebenza abuthakathaka kakhulu.Kusukela ngomhla ka-24 Novemba, izinga lokusebenza lamasonto onke lamabhizinisi ephrofayili ye-aluminium lalingu-65.8%, lehle ngo-2% kusukela ngesonto eledlule.Ithintwa isidingo esibuthakathaka somfula, ama-oda ancishisiwe, iphrofayela ye-aluminium,amaphrofayili e-aluminium amafasitela nezicabha,i-solar panel mounting rackIzinga lokusebenza kwamabhizinisi e-aluminium foil lehle ngesonto eledlule.Nakuba izinga lokusebenza lomugqa we-aluminium kanye nekhebula le-aluminium lisesimweni esizinzile, kodwa akusho ukuthi ukukhiqizwa kwakamuva kungase kuvele.Kuhlanganiswe ne-inventory, kusukela ngo-November 24, i-electrolytic aluminium social inventory yayingamathani angu-518,000, ukuqhubeka nesimo sokwehla kwempahla kusukela ngo-Okthoba.Umbhali ukholelwa ukuthi i-inventory yezenhlalakahle ayiqhutshwa ukuphela komthengi, kodwa kubangelwa ukungahambi kahle kwezinto zokuhamba kanye nokubambezeleka kokufika kwemikhiqizo yefektri ye-aluminium.Impahla yomgwaqo neyefekthri isazoletha ingcindezi engaba khona yokuqongelela emakethe ye-aluminium esikhathini esizayo.
Mayelana nesidingo sokuphela, kusukela ngoJanuwari kuya ku-Okthoba, ukutshalwa kwezimali kumaphrojekthi wegridi kagesi kazwelonke kufinyelele kuma-yuan ayizigidi eziyizinkulungwane ezingama-351.1, okukhuphuke ngo-3% unyaka nonyaka.Ngo-Okthoba, ukutshalwa kwezimali kugridi yamandla bekungama-yuan ayizigidi eziyizinkulungwane ezingama-35.7, kwehle ngo-30.9% ngonyaka futhi kwehle ngo-26.7% ngenyanga.Kusukela ekusebenzeni kwemboni yocingo nekhebula, ngokusondela kwesizini engasebenzi, ama-cable orders anqabile, futhi umthamo wakamuva wesitoko uzoncipha kancane kancane.Izinga lokusebenza kwamabhizinisi ezintambo nezintambo ngoNovemba kulindeleke ukuthi libe ngu-80.6%, lehle ngo-0.44% inyanga nenyanga, futhi lehle ngo-5.49% unyaka nonyaka.Ngakolunye uhlangothi, ngenkathi isidingo sokugcina sasekhaya sinomthelela, ibhulokhi yezokuthutha nezokuthutha nazo zibambezele ukulethwa nesikhathi sokuthenga.Ngaphansi kwalesi sizinda, inqubekelaphambili yokukhiqiza yemboni yekhebula iyancipha;ngakolunye uhlangothi, amabhizinisi amakhebula abhekana nengcindezi yemali ekupheleni konyaka, enciphisa isidingo sethusi ne-aluminium.
Ngo-Okthoba, ukukhiqizwa nokuthengiswa kwezimoto zasekhaya kubonise isimo sakho kokubili iqhwa nomlilo, futhi izimoto ezivamile zikaphethiloli zehla kakhulu, kuyilapho izimoto ezintsha zamandla zikhombisa ukuthuthukiswa okusheshayo, zaze zashaya irekhodi eliphezulu.Nakuba ingcindezi emakethe yetheminali idale ukuthi ukuthengwa kwezimoto kwehle kancane ngo-Okthoba uma kuqhathaniswa noSepthemba, ukukhiqizwa kwezimoto nomkhuba wokuthengisa ngo-Okthoba usakhula unyaka nonyaka ngenxa yenqubomgomo eqhubekayo yokunciphisa intela yokuthengwa kwezimoto.IChina kulindeleke ukuthi ifinyelele ezimotweni eziyizigidi ezingama-27 kulo nyaka, inyuke cishe ngamaphesenti amathathu unyaka nonyaka.Ngonyaka ozayo, ngabe ukuqhubeka kwenqubomgomo yendabuko yokuthengwa kwentela kaphethiloli yendabuko akukakanqunywa, futhi uxhaso lwezimoto ezintsha zamandla zizokwethulwa maduze, ngakho-ke kusekhona ukungaqiniseki okuthile kulokho okulindelwe emakethe.
Ngokuvamile, ku-macro pressure isekhona, ukunikezwa kwemakethe kanye nesidingo sokunciphisa ukungqubuzana kwesizinda sokunciphisa, kulindeleke ukuthi ithusi ne-aluminium kuzosekelwe ezinhlobonhlobo zemakethe ye-oscillation esikhathini esizayo esiseduze.Ukwesekwa ngezansi inkontileka yethusi Shanghai main kuyinto 64200 yuan / ton, ingcindezi engenhla 67000 yuan / ton;Inkontileka eyinhloko ye-aluminium yaseShanghai ingu-18200 yuan / ton, kanti ingcindezi ephezulu ingu-19250 yuan / ton.
Isikhathi sokuthumela: Nov-29-2022
