Non-ferrous simbi: mhangura uye aluminium zvakaoma kuchinja oscillation pateni

Pachikamu chikuru, People's Bank of China yafunga kudzikisa chiyero chekuchengetedza masangano emari ne0.25 muzana mapoinzi muna Zvita 5,2022.Kuchekwa kweRRR kunoratidza kutarisisa kumberi kwegwaro remari, uye kunoratidza kutariswa kwehurongwa hwemari, iyo inobatsira kudzikamisa tarisiro yemusika, uye ine kukosha kwakakosha kwemutemo.Kunyanya kune iyo isiri-ferrous musika, munyori anotenda kuti iyo RRR yakachekwa kuti iwedzere kana kushomeka, tora mhangura nealuminium semuenzaniso, maitiro ayo acharamba achidzokera kune yakakosha inotonga.

Musika wemhangura, iyo iripo yepasi rose yemhangura yekutarisa yakawandisa, kugadzirisa mubhadharo index wakaramba uchikwira.Nguva pfupi yadarika, chiitiko chekutengeserana chemhangura chekutarisa nzvimbo musika chawedzera, uye kupera kweBenchmark kumhara muna 2023 kune rimwe basa rinotungamira pane yakazotevera nzvimbo yekutenga smelter.Musi waMbudzi 24, Jiangxi Copper, China Mhangura, Tongling Nonferrous Metals uye Jinchuan Group neFreeport vakapedzisa muripo wakareba wekugadzika wecopper concentrate Benchmark pamadhora makumi masere nemasere / tani uye 8.8 masenti / paundi, kumusoro 35% kubva 2022 uye kukosha kwepamusoro kubva 2017.

Kubva kumamiriro ekugadzirwa kwemhangura yemagetsi epamba, pakanga paine mashanu e electrolytic copper smelters akagadziridzwa muna Mbudzi, zvichienzaniswa naGumiguru, kukanganisa kwakawedzera.Panguva imwecheteyo, nekuda kwekuzara kwemhangura isina kuchena uye zvinhu zvinotonhora uye kunonoka kumhara kwekugadzirwa kutsva, kugadzirwa kwemhangura ye electrolytic muna Mbudzi inotarisirwa kuita 903,300 matani, ichikwira chete ne 0.23% mwedzi pamwedzi, ichikwira ne10.24%. .Muna Zvita, vanonyungudutsa vanotarisirwa kusundidzira kugadzirwa kwemhangura yakanatswa kusvika pakati pegore yakakwira pasi pechirongwa chekumhanyisa.

Vagadziri veAluminium profiles muChina yakadzokororwa zvishoma.Munguva pfupi yapfuura, simba rekushanda re electrolyticaluminium profilemuSichuan yakagadziridzwa zvishoma, asi nekuda kwekushomeka kwemagetsi mumwaka wekupisa, zvinotarisirwa kuve zvakanyanya kuoma kuti igadzirwe zvizere pakupera kwegore rino.Inotungamirirwa nemitemo inokurudzira yakaziviswa naGuangxi, Guangxi electrolytic aluminium resumption project inotarisirwa kukurumidza;kuderedzwa kwekugadzirwa kwe80,000 matani muHenan kunopedzwa, uye nguva yekudzorera haina kutsanangurwa;kufambira mberi kwekugadzirwa kutsva muGuizhou neInner Mongolia hakuna kusvika pane zvinotarisirwa.Kazhinji, pasi pesimba rezvese kuwedzera nekudzikira, iyo yemba ye electrolytic aluminium inoshanda kugona inopa yakatetepa siyana kushanduka mamiriro.Domestic electrolytic aluminium inoshanda yekugadzira simba inotarisirwa kudzoreredza kusvika ku40.51 miriyoni matani muna Mbudzi, asi pachine imwe gap kana ichienzaniswa neyaimbotarisirwa gore negore kugadzirwa kwematani makumi mana nerimwe emamiriyoni.

Panguva imwecheteyo, iyo yepamba aluminium pasi pemvura yekugadzirisa mabhizinesi anotanga kuita haina kusimba.Kubva muna Mbudzi 24, chiyero chesvondo chekushanda kwemabhizinesi ealuminium profiles yaive 65.8%, pasi ne2% kubva svondo rapfuura.Kukanganiswa nekushaya simba kudzika kwemvura kudiwa, kuderedzwa maodha, aluminium profile,aluminium profiles yemahwindo nemagonhi,solar panel mounting rack, aluminium foil mabhizinesi ekushanda mwero wakadonha svondo rapfuura.Kunyangwe chiyero chekushanda chealuminium strip uye aluminium tambo iri mune yakagadzikana mamiriro, asi hazviregi kuti gare gare kugadzirwa kunogona kuoneka.Yakasanganiswa neiyo hesiti, kubva munaNovember 24, iyo yepamba electrolytic aruminiyamu yemagariro inventory yaive 518,000 matani, ichienderera mberi nekuderera kweiyo kubva muna Gumiguru.Munyori anotenda kuti hupfumi hwemagariro evanhu hahufambiswi nekuguma kwevatengi, asi hunokonzerwa nekutakura kusina kunaka uye kunonoka kusvika kwezvigadzirwa zvealuminium factory.Iyo mugwagwa uye fekitori hesiti icharamba ichiunza inogona kuunganidza kumanikidza kumusika wealuminium munguva inotevera.

Panyaya yekudiwa kwekupedzisira, kubva muna Ndira kusvika Gumiguru, mari mumapurojekiti emagetsi emagetsi emunyika yakasvika 351.1 bhiriyoni yuan, ichikwira 3% gore negore.Muna Gumiguru, iyo mari mumagetsi grid yaive 35.7 bhiriyoni yuan, pasi 30.9% gore pagore uye pasi 26.7% mwedzi pamwedzi.Kubva pakushanda kwewaya uye indasitiri yetambo, nekusvika kwemwaka wekunze-mwaka, tambo yekuraira yaramba, uye iyo yakazotevera stock volume ichaderera zvishoma nezvishoma.Mwero wekushanda wewaya uye mabhizinesi etambo muna Mbudzi unotarisirwa kuve 80.6%, pasi 0.44% mwedzi-pa-mwedzi, uye pasi 5.49% gore-pagore.Kune rimwe divi, nepo kudiwa kwekupera kwemba kuchikanganiswa, iyo logistics uye yekufambisa block yakanonoka kuunza uye nguva yekutenga.Pasi pemamiriro ezvinhu aya, kufambira mberi kwekugadzirwa kwekambani yetambo kunoderedzwa;kune rumwe rutivi, mabhizinesi etambo anotarisana nekumanikidzwa kukuru pakupera kwegore, kuderedza kudiwa kwemhangura nealuminium.

Muna Gumiguru, kugadzirwa kwemotokari dzepamba uye kutengesa kwakaratidza mamiriro echando nemoto, uye mota dzemafuta dzechinyakare dzakadzikira zvakanyanya, nepo mota nyowani dzemagetsi dzakaratidza kukurumidza kusimudzira, kunyange kurova rekodhi.Kunyangwe kudzvinyirirwa pamusika wekutengesa kwakakonzera kuti mota idzikire zvishoma kana ichienzaniswa naGunyana, kugadzirwa kwemotokari uye maitiro ekutengesa muna Gumiguru achiri kukura gore negore nekuda kwekuenderera mberi kwemutemo wekudzikisa mutero wekutenga mota.China inotarisirwa kusvika pamotokari dzinosvika mamiriyoni makumi maviri nenomwe gore rino, zvichikwira nezvikamu zvitatu kubva muzana gore negore.Kwegore rinouya, kana kuenderera mberi kweiyo tsika yemafuta ekutenga mutero wekutengesa mutero haisati yatemwa, uye iyo itsva simba mota rubatsiro ichatangwa munguva pfupi, saka kuchine kumwe kusava nechokwadi mune zvinotarisirwa pamusika.

Muzhinji, mune macro pressure ichiripo, musika wekupa uye kudiwa kupokana kudzikamisa kumashure, zvinotarisirwa kuti mhangura nealuminium zvichange zvichibva pane huwandu hwemusika weoscillation munguva pfupi iri kutevera.Rutsigiro pazasi Shanghai mhangura huru kondirakiti ndeye 64200 yuan / tani, iyo yekumusoro kumanikidzwa ndeye 67000 yuan / tani;iyo Shanghai aruminiyamu main kontrakiti ndeye 18200 yuan / tani, uye iyo yepamusoro pressure ndeye 19250 yuan / tani.

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Nguva yekutumira: Nov-29-2022