Pakutanga kweGore Idzva yakawira zvakanyanya, mitengo yealuminium pasi pekutsigirwa inogona kubata?
Mushure meZuva reGore Idzva muna 2023, mutengo wealuminium wepamba wakadonha zvakanyanya, mushure memwedzi miviri zvakare pazasi 18000 yuan / tani mutsara, iyo yakaderera mutengo rutsigiro uye tsigiro yehunyanzvi inogona kuitwa?
Musika mukuru wachinja kubva padivi repolicy kuenda kudivi redata
Kuongorora iyo yose Zvita, nekumhara kweFederal Reserve rate kukwira muna Zvita uye nekukokwa kweDomestic Central Economic Work Conference, nhevedzano yezviitiko zvakakosha mumusika zvakatsikwa uye zvishoma nezvishoma kugaya nemusika.Tichitarisa kumberi kwekutanga kwegore, iyo macro musika ichachinja kubva kumagumo emitemo kuenda kune macro data side.
Mudzimba, iyo PMI yekugadzira mudzimba muna Zvita yaive 47.0%, yakaderera 1.0 muzana kubva pamwedzi wapfuura, yakaderera kwegore;iyo isiri-kugadzira PMI munaDecember yaiva 41.6%, pasi pe5.1 muzana kubva pamwedzi wapfuura, ichirovawo hutsva hutsva hwegore.Nekuwedzera kwehuwandu hwehutachiona hunosvika kuzororo reMutambo weChitsuwa, mamwe mafekitori epasi pemvura akatopinda muzororo risati rasvika, zvichikonzera kuti index yePMI irove yakaderera, uye data rekutumira kunze kwaDecember haritarisirwe kuita zvakare. zvakanaka.Kumhiri kwemakungwa, iyo yazvino US isiri-yepurazi data uye CPI data ichapa yakakosha nhungamiro yemusangano wekutanga weFed wa2023 pakupera kwaNdira.Parizvino, musangano weFed waNdira unotarisirwa kudzikisira musika wevashandi vekuUS kutonhora uye inflation data kudonha nekuda kweiyo Fed's aggressive interest rate yekukwira mutemo mu2022. kudzikira kwedata rehupfumi hweUS gore rino.
Electrolytic aluminiumzvakaita sealuminium profiles, aluminium profiles yemagonhi nemahwindo, padenga rack solar panel(关键词) uye zvichingodarosocial inventory mukuunganidza mwaka
Musi waNdira 3,2023, SMM yakaverengera mudzimba nzanga yemagetsi e-electrolytic aluminium ne561,000 matani, kuwedzera kwe68,000 matani kubva neChina chapfuura.Munguva yezororo reZuva reGore Idzva, kusvika kwearuminiyamu ye electrolytic yakawedzera, uye kuwanikwa kwealuminum ingots mudunhu rega rega kwaive nemadhigirii akasiyana, kunyanya kuwedzera kweWuxi.Nedunhu, nzvimbo yeWuxi nharaunda yakawedzera ne31,000 matani, iyo yakazara huwandu hwematani anopfuura zviuru zana nemakumi mana.Huwandu hwezvinhu munzvimbo yeGongyi hwakawedzera kusvika kumatani 100 000;nhamba iri munzvimbo yeSouth China Sea yakawedzera zvishoma, uye nhamba yacho yakanga ichiri kuchengetwa paanenge matani 100,000.Shandong nzvimbo yekuchengetera risiti vhoriyamu yakawedzera, hesiti yakawedzera zvakare.Iyo yakazara electrolytic aluminium inventory yakawedzera kusvika 560,000 matani, kunyange ichiri yakaderera kana ichienzaniswa nenguva yakafanana gore rapfuura, asi iyo mwedzi-on-mwedzi maonero, yave 3 akateedzana mavhiki ekuunganidza, aluminium ingot ingot kuwedzera muna Zvita uye yakatarisana ne kushandiswa kwezororo kuunganidza kusina simba kunotarisirwa kuwedzera mari zvishoma nezvishoma.Panyaya yevhoriyamu yaibuda, vhoriyamu yaibuda pasvondo yaibuda ingangoita 103,800 tons, 12,700 tons yakaderera pane mwedzi wapfuura.Maererano nemhinduro yemusika, mamwe misika yakadzika yave iri pazororo, uye zvinotarisirwa kuti kutengeserana kwemusika kuchave kwakanyanya kujeka mune inotevera nhanho.Panyaya yealuminium tsvimbo, muna Ndira 3,2023, SMM statistics, iyo aluminium tsvimbo yekuverengera yenzvimbo dzinoshandiswa zvakanyanya mudzimba yaive 74,300 matani, zvichienzaniswa ne13,400 matani nemusi weChina wapfuura, zvakare munzvimbo yekuunganidza.
Electrolytic aluminium mutengo wekutsigira kana zvimwe kuti uende pasi
Panyaya ye electrolytic aluminium mutengo, mitengo yealuminium yakawedzera kubva muna Zvita;mutengo wemarasha wekupisa muInner Mongolia semuenzaniso, wakadonha ne50 yuan / ton muna Zvita;muna Zvita, mutengo webenchmark yekutenga pre-yakabikwa anode yeShandong hombe electrolytic aruminiyamu mabhizinesi yakadzikira ne220 yuan / tani mwedzi pamwedzi.Zvinoenderana nedata reMysteel, muna Mbudzi 2022, huremu hwakazara mutengo weChina electrolytic aluminium indasitiri yaive 17,557 yuan / tani, uye purofiti yeindasitiri yese yaive 1,173 yuan / tani.Muna Zvita, zvinotarisirwa kuti mutengo wakakwana wearuminiyamu ye electrolytic uchafamba zvishoma pasi, mitengo yealuminium iyi kutenderera kwekuderera kana kuti ichaswedera pedyo neavhareji mutsara weindasitiri.
Ipfupi mari simba kana kutyora pazasi tekinoroji rutsigiro
Kubva pachati yemazuva ese yechibvumirano chikuru cheShanghai aluminium, kubva pakupera kwaChikunguru 2022, mutengo weShanghai aruminiyamu uri kutenderera pakati pe17,500-19,000 yuan / tani.Zuva reGore Idzva mushure mezuva rekutanga rekuderera, pfupi mari huru yakawedzera zvakanyanya zvinzvimbo, mambure mapfupi musoro wemambure refu chinzvimbo mukana wakawedzera.Kana mutengo unotevera unowira panzvimbo iri pasi pehuwandu hwezuva nezuva, mabheya haana kunyanya kuderedza nzvimbo dzavo kana nzombe hadzina kunyanya kuwedzera nzvimbo dzavo, uye mukana wemitengo yealuminium inowedzera kuwira pasi pehutano hwehutano hunowedzera zvishoma nezvishoma.Pakazere, mune ichangoburwa yakashata macro data uye yesocial inventory yakakura kuunganidza tarisiro, mitengo yealuminium inotarisirwa kuve pasi pekumanikidzwa.Pamusoro pezvo, iyo yazvino mutengo rutsigiro uye rutsigiro rwehunyanzvi pa17500 yuan / tani mutsara, asi ikozvino mutengo wetsigiro ungave wakawedzera pasi, uye tsigiro yehunyanzvi inotarisanawo nenjodzi yekuputswa;kana yaputswa, nhanho inotevera inogona kuyedza kuwana uye kurasikirwa kweiyo 17000 yuan / tani mutsara.
Nguva yekutumira: Jan-10-2023
