Muna Chivabvu, mitengo yealuminium yeShanghai yakaratidza maitiro ekutanga kudonha uyezve kusimuka, Shanghai aruminiyamu yakavhurika kufarira yakaramba iri padanho rakaderera, uye musika waive wakasimba wekumirira-uye-kuona mamiriro.Sezvo nyika inotanga basa nekugadzira, mitengo yealuminium inogona kukwira mumatanho.Nekudaro, muhafu yechipiri yegore, mudzimba electrolytic aluminium kupihwa kuchawedzera uye mhiri kwemakungwa kudiwa kwealuminium kunopera simba.Zvinotarisirwa kuti mitengo yealuminium ichatakura mutoro.
Mhiri kwemakungwa mafundamentals akasimba
Lun Aluminium rutsigiro rwenguva pfupi ruchiripo
Kubva chikamu chechipiri, kwave nezviitiko zvakawanda zvekumhiri kwemakungwa macro, izvo zvakakanganisa mitengo yealuminium.Kuderera kwemitengo yealuminium muLondon yakakura kudarika kuderera kwemitengo yealuminium muShanghai.
Iyo Federal Reserve's "hawkish" monetary policy yasunda dhora kusvika pakakwirira-makore makumi maviri.Muchirevo chekukwira kwepamusoro kwepasi rose, kukurumidza kuomeswa kweiyo Fed kwemitemo yemari kwakaisa mumvuri pamaonero ehupfumi hwenyika, uye zvinotarisirwa kuti mhiri kwemakungwa kushandiswa kwealuminium kunogona kuderera muhafu yechipiri yegore.Kusiyana neizvi, maEuropean aruminiyamu anonyungudutsa akacheka kubuda kutanga kwegore rino nekuda kwekukwira kwemitengo yesimba.Iko kuderera kwemamiriro ezvematongerwo enyika kunokanganisawo kupihwa kwe electrolytic aluminium.Parizvino, Europe yakatemera zvimwe zvirango pasimba reRussia, uye zvakaoma kudzikisa mitengo yemagetsi kwenguva pfupi.European aluminium ichachengetedza mutengo wakakwira uye yakakwira premium.
ILondon Metal Exchange (LME) electrolytic aluminum inventory iri padanho rakaderera mumakore makumi maviri, uye pane mukana wekuti icharamba ichidzikira.Zvinotarisirwa kuti pane nzvimbo shoma yekuderera kwenguva pfupi mumitengo yealuminium.
Denda remumba rinovandudza uye rinopora
Gore rino, Yunnan akakurudzira kuisirwa kwegirinhi aluminium kugadzirwa kwesimba.Mukutanga kwegore rino, mabhizinesi ealuminium muYunnan akapinda munhanho yekukasira kutangazve kugadzira.Data inoratidza kuti mudzimba electrolytic aruminiyamu kushanda simba rinopfuura mamiriyoni 40.5 matani.Kunyange zvazvo gore rino nhamba yepamusoro ye electrolytic aruminiyamu yekugadzirwa kwekukura kwapfuura, anopfuura mamiriyoni maviri ematoni matsva uye akatangazve electrolytic aruminiyamu yekugadzira simba ichatangwa kubva munaJune.Customs data inoratidza kuti kubva kutanga kwegore rino, nyika yangu electrolytic aluminium yanga iri munhanho yekuunza uye kutumira kunze kwenyika.Zvichienzaniswa neavhareji yegore rapfuura pamwedzi net inodarika 100,000 matani, kudzikiswa kwearuminiyamu ye electrolytic kunze kwenyika kwadzoreredza kudzvanywa kwekukura kwekupa.Mushure meJune, mwedzi wemwedzi we electrolytic aluminium ichapfuura zvishoma nezvishoma nguva imwechete gore rapera, uye kupiwa kwenguva refu kuchawedzera.
Muna Chivabvu, denda muEast China rakadzikira, uye musika wekufambisa wakavandudza.Huwandu hwakazara hwearuminiyamu ingots uye tsvimbo dzakachengetedza vhiki nevhiki kudzikira kwematani 30,000, asi kuderera kwacho kwanga kuchiri kushoma kana zvichienzaniswa nenguva yakafanana mumakore achangopfuura.Parizvino, iyo real estate sales data haina kunaka, uye zvinodikanwa kumirira mhedzisiro yekuitwa kwemitemo yenzvimbo.Iko kushandiswa uye kukura kunze kwenyika kwealuminium muminda iri kusimukira yakawedzera.Kubva munaNdira kusvika Kubvumbi, iyo ichangobva kuisirwa photovoltaic kugona muChina yakawedzera ne130%, kugadzirwa uye kutengeswa kwemagetsi matsva akawedzera neanopfuura 110%, uye kutengeswa kwealuminium zvigadzirwa kwakawedzera neinenge 30%.Sezvo nyika yangu yakaunza mitemo yakatevedzana yekudzikamisa kukura nekuchengetedza raramo yevanhu, mamiriro ehupfumi hwenyika achave ane tarisiro.Zvinotarisirwa kuti kushandiswa kwealuminium mudzimba kunotarisirwa kuchengetedza kukura kwakanaka gore rino.
Muna Chivabvu, nyika yangu yekugadzira PMI yaive 49.6, ichiri pasi peiyo yakakosha, nekuwedzera kwemwedzi-pa-mwedzi we2,2%, zvichiratidza kuti kukanganisa kwedenda pahupfumi hwakaderera.Iyo yakazara inventory kukosha kwealuminium haina kukwirira, uye inventory yekushandisa reshiyo iri padanho rakaderera mumakore achangopfuura.Kana kushandiswa kwealuminium mudzimba kuchikwanisa kukura nekukurumidza, mitengo yealuminium inokurudzirwa mumatanho.Nekudaro, pasi pemamiriro ekuti kukura kweelectrolytic aluminium kupa kwakadzikama, kana mutengo wealuminium muShanghai uchifanira kuwedzera zvakanyanya, inofanirwa kuve neyakaomesesa uye yakasimba destock performance.Uye musika wazvino wakapararira pane electrolytic aluminum kumberi zvakasara zvinonetsa, zvinogona kudzikisira kureba kwemitengo yealuminium kudzokororwa.
Munguva pfupi, mitengo yealuminium yeShanghai inoshanduka pakati pe20,000 ne21,000 yuan patani.Muna Chikumi, mutengo we21,000 yuan patani ye electrolytic aluminum ichave yakakosha kumativi akareba uye mapfupi emusika.Munguva yepakati, mitengo yealuminium yeShanghai yakadonha pasi peiyo yakareba-yakareba yekukwira kumusoro mutsara wakaumbwa kubva 2020, uye zvinotarisirwa kuti musika wemombe we electrolytic aluminium mumakore maviri apfuura uchapera.Kubva pakuona kwenguva refu, nyika dzemhiri kwemakungwa dzine njodzi yekuderera kwehupfumi kwakaunzwa nekuomeswa kwemitemo yemari.Kana iyo yekupedzisira inoda yealuminium ichipinda mukudzika kutenderera, pane njodzi yekudonha kwemitengo yealuminium.
Nguva yekutumira: Jun-22-2022