I-aluminium ye-Shanghai iqhubekile nokulungisa umkhuba izinyanga ezi-3, futhi isazinzile ku-17500-19000 yuan / ton, ihlale iguquguquka emugqeni wezindleko.Nakuba amahemuhemu e-aluminium aphesheya kwezilwandle eqhubeka, kodwa kuze kube manje azikho izindaba eziqinisekisiwe zokulethwa okuvinjelwe ezivelile, ngakho-ke azinawo umthelela omkhulu kumanani entengo ye-aluminium yasekhaya yaseShanghai.Kusukela ngo-Okthoba 26, i-aluminium yase-Shanghai ivale ama-yuan / ton angu-18,570, uhla lwe-oscillation kusenzima ukuligqobhoza.
Ngokubona kwami, nakuba kunezindaba zokuthi i-Federal Reserve izonciphisa izinga lokukhuphuka libe ngu-50BP ngoDisemba, kodwa i-macro positive yesikhashana akwanele ukusekela intengo ye-aluminium ekhuphukayo, okuyisisekelo kuseyiyona nto ehamba phambili emakethe. ukuhweba.Izisekelo zamanje azikashintshi kakhulu, imakethe isungule umjikelezo omusha wokulinganisa amandla kanye nokuncishiswa kokukhiqizwa okulindelwe, futhi isidingo sisatholakala ikakhulukazi ngezikhathi ezithile zonyaka, ngaphambi kwetheminali enkulu kunazo zonke yabathengi ukuze kuhlinzekwe amaphuzu avelele okusetshenziswa, intengo ye-aluminium iyonke kulindeleke. ukuze isekelwe ukwehla kobubanzi bezindleko.
Umthamo wokukhiqiza we-Supply-side walungiswa kancane.Ukunikezwa kweamaphrofayili e-aluminium, umnyango we-aluminium, i-ground mount solar rackingnokunye kuyakhuphuka.
Ezimweni ezijwayelekile zokushoda kwamanzi nogesi e-Yunnan, ukuze kuqinisekiswe ukunikezwa kwamandla ebusika obuzayo kanye nentwasahlobo elandelayo, i-electrolytic aluminium, imboni yokusetshenziswa kwamandla aphezulu, yaqala ukungena ohlwini lokuvinjelwa kokukhiqiza.Njengamanje, cishe amathani ayizigidi eziyi-1.04 omthamo wokukhiqiza amisiwe, futhi kusukela ku-Q4 kuya ku-Q1 ngonyaka ozayo, umthamo oncishisiwe wokukhiqiza ungase unwetshwe nakakhulu ube amathani ayizigidi ezingu-1.56, bese kancane kancane kuqalwe kabusha ukukhiqiza ngokuvumelana nokubuya kwemvula.Sekukonke, ukukhiqizwa kwe-Yunnan kubalele kuphela u-2.6% wamandla okukhiqiza kazwelonke, okunomthelela omncane.Ukwengeza, ukuncishiswa kokukhiqizwa e-Guangxi naseSichuan kancane kancane kuqalisa kabusha ukukhiqiza, kuyilapho i-Xinjiang, i-Guizhou ne-Inner Mongolia zisakhiqizwa.U-Shanxi uphinde waqala amathani angama-65,000 omthamo omusha kule nyanga, wavala kancane ukulahlekelwa e-Yunnan, futhi umthamo oseceleni wokuhlinzeka ulungiswa kancane kancane.
Mayelana nomkhiqizo, ukukhiqizwa kwe-aluminium electrolytic ngo-September kwaba amathani ayizigidi ezingu-3.3395, kwakhuphuka ngo-7.34% unyaka nonyaka, futhi kwehla ngo-4.26% ngenyanga.Phakathi kwazo, izifundazwe zaseYunnan naseSichuan zibe nesandla ekuncishisweni okukhulu.Njengamanje, ngokusimama kancane kancane kwamandla okukhiqiza e-Sichuan kanye nokukhuthazwa okuqhubekayo kwamandla amasha okukhiqiza endaweni yase-Sichuan, umthamo wokukhiqiza kulindeleke ukuthi ukhuphuke kancane ngo-Okthoba, futhi unake ukuncishiswa kokukhiqiza okulandelayo.
Uhlangothi lwesidingo lubuswa ukululama kwesizini
Ngokwehla okuphezulu kwenzuzo yokuthunyelwa kwempahla kwamanye amazwe, ivolumu yokuthekelisa kwe-aluminium ngoSepthemba yaba amathani angu-496,000, yehla ngo-8.22% kusukela enyangeni edlule, futhi ikhuphuke ngo-0.8% unyaka nonyaka.Ivolumu yokuthekelisa kancane kancane yabuyela ebangeni elijwayelekile, futhi ukunaka kwemakethe kancane kancane kwaphendukela emakethe yasekhaya yabathengi.Igolide eliyisishiyagalolunye lesiliva eliyishumi lesizini eliphakeme, ukusetshenziswa komfula kancane kancane kwaba ngcono, kodwa umqedazwe wendawo uthinte isidingo.
Ngokombono wesidingo sokugcina sasekhaya, umkhakha wezimoto unomthelela ekusetshenzisweni okuyinhloko, ukusebenza kwezindlu ezithengiswayo kusebuthakathaka, kulindeleke ukuthi ukukhuphuka kwentengo ye-aluminium okulandelayo nakho kudinga ukubheka phambili amandla enqubomgomo yezindlu nezindlu.Ngokusho kwedatha ye-National Bureau of Statistics, indawo yezindlu e-China yayingamamitha-skwele ayizigidi ezingu-947.67, ikhuphuke ngo-11.41 inyanga nenyanga, yehle ngo-38% unyaka nonyaka;indawo eqediwe ibingu-408.79 million square metres, inyuke ngo-10.9% ngenyanga.m.futhi yehle ngo-19.9% unyaka nonyaka.Ngokusho kwe-China Association of Automobile Manufacturers, ukukhiqizwa kwezimoto zaseChina ngoSepthemba bekungamayunithi ayizigidi ezingama-2.409, kwenyuke ngo-0.58% inyanga nenyanga kanye no-35.8% unyaka nonyaka, okusalindeleke ukuthi kube nesikhala sokuthuthuka.Kusukela ngo-Okthoba 24, i-electrolytic aluminium social inventory ye-electrolytic aluminium yaba amathani angu-626,000, phansi amathani angu-10,000 isonto ngalinye, futhi ukuphuma kwendawo yokugcina kwaba ngcono kakhulu.Kodwa muva nje i-northwest transport capacity block, ukufika kokuncane, ukuqapha ekupheleni kwezimpahla ezigxiliwe ze-aluminium ingot ezibangelwa ukuqoqwa kwento.
Izimpawu zokuwohloka komnotho emhlabeni wonke zingase zehlise ijubane lokunyuka kwezinga le-Fed, kodwa kudingeka siqaphe ngaphambi kokufika ngoDisemba.Ngokombono oyisisekelo, esikhathini esifushane, ukushoda kwamandla esifunda nokunciphisa ukukhiqizwa kusekhona, uhlangothi lwesidingo lusalulama ikakhulukazi ngezikhathi ezithile zonyaka, amanani e-aluminium ayaphuka futhi kusadingeka alinde ukuthuthukiswa okuphawulekayo kwedatha yezindlu nezindlu.Ngaphambi kwalokhu, sahlulela ukuthi amathuba ezintengo ze-aluminium agcina inkambiso ye-oscillation makhulu.
Isikhathi sokuthumela: Oct-28-2022
