Zvinoenderana nedata kubva kuOriental Fortune Choice, kubva munaChikunguru 16, gumi nemana e26 A-share makambani akanyorwa mu aluminium profile vagadziri muChinavakaburitsa fungidziro yavo yehafu yekutanga, iyo 13 yakawana purofiti uye imwe chete yakarasika mari.Zvichienzaniswa nenguva yakafanana yegore rapera, makambani e11 akawana kukura kwakanaka, iyo makambani e7 anosanganisira Shenhuo Co., Ltd. uye Dongyang Sunshine akawedzera purofiti yavo kupfuura 100%.
"Muhafu yekutanga yegore, mutengo wealuminium wakanga uri pamwero wepamusoro panguva imwe chete mumakore achangopfuura, uye purofiti yemakambani ealuminium yakanga yakanaka.Parizvino, fungidziro yepakati pegore yemakambani akanyorwa muindastiri iyi inoenderana netarisiro yemusika. "Mumwe muongorori weindasitiri asiri ferrous akaudza mutori wenhau we "Securities Daily" kuti maererano nezvinodiwa, kunyangwe Indasitiri yezvivakwa, inova mushandisi mukuru wealuminium, ine budiriro yakaderera, asi kushandiswa muminda yemotokari nemagetsi kune. yakaramba ichikura, ikava mutoro mukuru wekuwedzera kwekudiwa kwealuminium.
Mitengo yealuminium inokwira kumusoro
Makambani akati wandei ealuminium anotarisirwa kuwedzera mashandiro avo
Zvinoenderana neruzhinji data, kubva muhafu yekutanga ya2022, denda rakaramba richiwedzera kukwira kwegakava rezvematongerwo enyika, zvichiita kuti mitengo yealuminium iwedzere kukwira kumusoro.Pakati pavo, Shanghai Aluminium yakambokwira kusvika ku24,020 yuan / ton, ichisvika kurekodha yakakwirira;London Aluminium yakatorova nyowani yakakwira, inosvika 3,766 US madhora / tani.Mitengo yealuminium iri kushanda pamwero wepamusoro, uye makambani mazhinji akanyorwa ealuminium akabudisa zviziviso zve-pre-kuwedzera mukushanda.
Musi waChikunguru 15, Hongchuang Holdings yakaburitsa fungidziro yekuita.Zvinotarisirwa kuita purofiti ye44.7079 miriyoni yuan kusvika 58.0689 miriyoni yuan kubva Ndira kusvika Chikumi 2022, zvichibudirira kushandura kurasikirwa kuita purofiti.Kambani iyi yakataura kuti muhafu yekutanga ya2022, kukwira kwemitengo yealuminium kumba nekune dzimwe nyika, shanduko yemitengo yekuchinjana ichifarira kutengesa kunze kwenyika, kuvandudza chimiro chechigadzirwa, uye kusimbisa mutengo wekudzora ndiwo makiyi ekuchinja kurasikirwa kuita purofiti kukambani.
Musi waChikunguru 12, Shenhuo Co., Ltd. yakapa chiziviso pamusoro pekuwedzera kwekutanga muhafu yekutanga yegore, uye inotarisirwa kuwana purofiti ye4.513 bhiriyoni yeyuan muhafu yekutanga yegore, gore- kuwedzera kwe208.46%.Chikonzero chekukura kwekuita kwayo ndechekuti kuwedzera kune 900,000-ton purojekiti yeYunnan Shenhuo Aluminium Co., Ltd. inosvika pakugadzirwa, kukwira kwakanyanya kwemutengo we electrolytic aluminium uye marasha zvigadzirwa zvakare chinhu chakakosha.
Vaongorori vambotaurwa vakati kukwira kwese kwemitengo yealuminium kunonyanya kukonzerwa nekuvhiringidzwa kwegakava rezvematongerwo enyika.Kune rimwe divi, inokanganisa kupihwa kwearuminiyamu yekutanga, uye kune rimwe divi, inokwidza mitengo yemagetsi muEurope, zvichikonzera kuwedzera kwemutengo wealuminium kunyungudika.Inotungamirwa neLME, purofiti yemakambani epamba emagetsi ealuminium akakwira kusvika padanho repamusoro.Zvinoenderana nefungidziro, avhareji yepurofiti patani imwe yearuminiyamu muindasitiri panguva iyoyo yakanga yasvika 6,000 yuan, uye kufarira kwekugadzira kwemabhizinesi kwakakwira, uye panguva imwecheteyo, kutengesa kunze kwenyika zvigadzirwa zvearuminiyamu zvakakurudzirwa.
Nekudaro, mushure mekunge Federal Reserve yasimudza zvine hukasha mareti emubereko, pamwe nekudzokororwa kwedenda repamba, mitengo yealuminium yakatanga kudonha.Pakati pavo, Shanghai aluminium yakambodonha kusvika 18,600 yuan / ton;London aluminium yakawira ku2,420 US madhora / tani.
Kunyangwe iyo Aluminium Extrusion Profile mutengo muhafu yekutanga yegore wakaratidza maitiro ekusimuka kwekutanga uye kudonha, iyo yakazara purofiti yemabhizinesi ealuminium yaive yakanaka.Fang Yijing, muongorori weShanghai Steel Union, akaudza mutori wenhau we “Securities Daily”, “Kubva munaNdira kusvika Chikumi 2022, mutengo wakayerwa wearuminiyamu ye electrolytic i16,764 yuan/ton, iyo yakafanana nemutengo wepanzvimbo weShanghai Steel Union's. aluminium ingots kubva munaNdira kusvika Chikumi mumwedzi iwoyo.Zvichienzaniswa neavhareji mutengo we21,406 yuan / ton, avhareji purofiti yeindasitiri yese ingangoita 4,600 yuan / tani, kuwedzera kwe548 yuan / ton zvichienzaniswa nenguva yakafanana gore rapfuura.
Kuderera kwezvivakwa
Simba remotokari rave kuwedzera kudiwa kwe "basa"
Kubva pakuona kwenyika yangu electrolytic aluminium terminal yevatengi musika, kuvaka real estate, zvekufambisa uye magetsi emagetsi ndiwo matatu akakosha minda, inoverengera inopfuura 60% yehuwandu.Uye zvakare, kune maapplication muvatengi durables, kurongedza uye muchina.
Zvinoenderana nedata kubva kuNational Bureau of Statistics, kubva muna Ndira kusvika muna Chivabvu gore rino, mari yenyika yekuvandudza zvivakwa yaive 5,213.4 bhiriyoni yuan, gore negore kuderera kwe4.0%.Nzvimbo yekutengesa yedzimba dzekutengesa yaive 507.38 miriyoni square metres, gore-pa-gore kuderera kwe23.6%.Nzvimbo yekuvaka dzimba yemabhizimusi ekuvandudza zvivakwa yaive 8,315.25 miriyoni square metres, gore-pagore kuderera kwe1.Nzvimbo ichangobva kutangwa yeimba yaive 516.28 miriyoni square metres, pasi ne30.6%.Nzvimbo yakapedzwa yeimba yaive 233.62 miriyoni square metres, pasi 15.3%.Mysteel statistics inoratidza kuti kubva munaJanuary kusvika muna May gore rino, kubuda kwealuminium profiles yakasvika mamiriyoni 2.2332 matani, gore negore kuderera kwematani 50,000.
"Kunyangwe chikamu chealuminium inoshandiswa mukuvaka uye indasitiri yezvivakwa chadzika kubva pa32% muna 2016 kusvika pa29% muna 2021, kudiwa kwealuminium mukufambisa, magetsi emagetsi, kurongedza nemimwe minda kuri kuwedzera."Fang Yijing anotenda kuti, kunyanya, kubatsirwa kubva kune Maitiro emagetsi matsva uye kuderedza uremu hwemuviri kwakakosha, uye aruminiyamu yekufambisa inoramba ichikwira, ichiva iyo inotungamira simba mukukura kwearuminiyamu kudiwa.Muchirevo chekukura kwakadzikama, magetsi matsva emagetsi anotarisirwawo kushandisa simba, uye kuvakwa kwe photovoltaics uye magetsi emagetsi anogona kukurudzira kushandiswa kwealuminium mumagetsi emagetsi emagetsi kuti awedzere zvakanyanya.
Zvinoenderana nedata rakaburitswa neChina Automobile Association mazuva mashoma apfuura, nekuedza kwakabatana kwemapato ese, indasitiri yemotokari yakabuda kubva padanho repamusoro muna Kubvumbi, iine 12.117 miriyoni uye 12.057 miriyoni kugadzirwa uye kutengesa muhafu yekutanga ye gore.Pakati pavo, kuita kwekugadzira uye kutengesa munaJune kwakatova nani pane imwe nguva munhoroondo.Kugadzirwa uye kutengeswa kwemotokari mumwedzi yaive 2.499 miriyoni uye 2.502 miriyoni zvichiteerana, kuwedzera kwe29.7% uye 34.4% mwedzi-pa-mwedzi, uye gore negore kuwedzera kwe28.2% uye 23.8%.Kunyanya, kuenderera mberi kwekuwedzera kwehuwandu hwekupinda kwemotokari nyowani dzesimba kuchafambisa kukurumidza kukura kwekuda kwezvigadzirwa zvealuminium.
Capital Securities inotenda kuti huwandu hwealuminium inoshandiswa mumotokari itsva yenyika yangu ichasvika mamiriyoni 1.08 matani muna 2022, kuwedzera kwematani 380,000 panguva imwe chete gore rapera.
Kudiwa kwealuminium muindasitiri ye photovoltaic inonyanya kukamurwa kuita zvikamu zviviri: furemu uye bracket.Kuwanda kwealuminium inoshandiswa pa photovoltaic frame inenge 13,000 tons / GWh, uye huwandu hwealuminium inoshandiswa photovoltaic yakaiswa bracket inenge 7,000 tons / GWh.Fang Yijing anotenda kuti pasi pemamiriro ekukura kwakadzikama, masimba matsva emagetsi achashandisa simba rayo.Inofungidzirwa kuti iyo photovoltaic indasitiri ichashandisa 3.24 mamiriyoni ematani ealuminium muna 2022, gore negore kuwedzera kwe500,000 matani.
Nguva yekutumira: Aug-17-2022