Shanghai aruminiyamu yakaramba ichitenderedza maitiro kwemwedzi mitatu, uye ichiri kugadzikana muhuwandu hwe17500-19000 yuan / ton, inogara ichichinja-chinja kutenderera mutsetse wemutengo.Kunyangwe mhiri kweRussia runyerekupe rwealuminium runyerekupe ruchienderera mberi, asi kusvika parizvino hapana yakasimbiswa yakarambidzwa kuendesa nhau yaonekwa, saka haina kukanganisa zvakanyanya pamitengo yealuminum yeShanghai.Kubva munaGumiguru 26, Shanghai aluminium yakavhara 18,570 yuan / tani, iyo oscillation renji ichiri yakaoma kupaza.
Sekuona kwangu, kunyangwe paine nhau dzekuti Federal Reserve ichadzikisira chiyero chekukwira kusvika ku50BP muna Zvita, asi iyo pfupi-yenguva macro yakanaka haina kukwana kutsigira mutengo wealuminium uchikwira kumusoro, izvo zvakakosha zvichiri izvo zvinonyanya kukosha pamusika. kutengesa.Izvo zvakakosha zvazvino hazvina kushanduka zvakanyanya, musika wakagadzira kutenderera kutsva kwemagetsi uye kutapudza tarisiro yekugadzira, uye kudiwa kuchiri kunyanya kudzoreredza mwaka, pamberi peiyo hombe yevatengi terminal real estate kupa mashandisirwo emhando yepamusoro, iyo yakazara aluminium mutengo unotarisirwa. kutsigirwa nemutengo siyana oscillation.
Supply-side production capacity yakagadziridzwa zvishoma.Kupiwa kwealuminium profiles, aluminium gonhi, pasi gomo rezuva rackingzvichingodaro zviri kusimuka.
Munzvimbo yakajairika yekushaikwa kwemvura nemagetsi muYunnan, kuitira kuve nechokwadi chekupihwa kwemagetsi munguva yechando iri kuuya uye chitubu chinotevera, electrolytic aluminium, indasitiri yekushandiswa kwesimba repamusoro, yakatanga kupinda murondedzero yekurambidzwa kwekugadzira.Parizvino, anenge miriyoni 1.04 matani ekugadzira akamiswa, uye kubva kuQ4 kusvika kuQ1 gore rinouya, iyo yakaderedzwa yekugadzira huwandu inogona kuwedzerwa kusvika 1.56 miriyoni matani, uyezve zvishoma nezvishoma kutangazve kugadzira zvichienderana nekunaya kwemvura.Pakazere, kugadzirwa kweYunnan kwakangoverengera 2.6% chete yesimba rekugadzira renyika, riine diki mhedzisiro.Pamusoro pezvo, kucheka kwekugadzira muGuangxi neSichuan kuri kutangazve kugadzira, nepo Xinjiang, Guizhou neInner Mongolia zvichiri mukugadzirwa.Shanxi akatangawo zviuru makumi matanhatu neshanu zvematani ehutsva mwedzi uno, akagadzirisa kurasikirwa muYunnan, uye chikamu chekugovera chiri kugadziriswa zvishoma nezvishoma.
Panyaya yezvakabuda, kugadzirwa kwearuminiyamu ye electrolytic munaGunyana yaive 3.3395 miriyoni matani, ichikwira 7.34% gore negore, uye ichidzika 4.26% mwedzi pamwedzi.Pakati pavo, matunhu eYunnan neSichuan akabatsira mukuderedza kukuru.Parizvino, nekudzoreredzwa zvishoma nezvishoma kwesimba rekugadzira muSichuan uye nekuenderera mberi kwekusimudzira kwehunyanzvi hwekugadzira kutenderedza Sichuan, huwandu hwekugadzira hunotarisirwa kukwira zvishoma muna Gumiguru, uye teerera kune kunotevera kuderedzwa kwekugadzira.
Rutivi rwekudiwa runodzorwa nekupora kwemwaka
Nekuderera kwakanyanya kwepurofiti yekunze, huwandu hwealuminium kunze kwenyika munaGunyana hwaive matani 496,000, pasi ne8.22% kubva pamwedzi wapfuura, uye kumusoro 0.8% gore negore.Huwandu hwekutengesa kunze kwenyika zvishoma nezvishoma hwakadzokera kune yakajairika, uye kutarisisa kwemusika zvishoma nezvishoma kwakatendeukira kumusika wevatengi vepamba.Ndarama pfumbamwe sirivha gumi peak mwaka, kudzika kwemvura kushandiswa kwakawedzera zvishoma nezvishoma, asi denda remunharaunda rakanganisa kudiwa.
Kubva pamaonero echido chekupera kwemba, chikamu chemotokari chinobatsira mukushandiswa kukuru, kuita kwezvivakwa kuchiri kushomeka, zvinotarisirwa kuti unotevera mutengo wealuminium unokwira kumusoro unofanirwawo kutarisira kusimba reiyo real estate policy.Maererano nemashoko eNational Bureau of Statistics, nzvimbo yeimba muChina yaiva 947.67 mamiriyoni emamita, kusvika 11.41 mwedzi-on-mwedzi, pasi 38% gore negore;nzvimbo yakapedzwa yaive 408.79 miriyoni square metres, kumusoro 10.9% mwedzi.m.uye pasi 19.9% gore-pa-gore.Sekureva kweChina Association of Automobile Manufacturers, kugadzirwa kwemotokari kuChina munaGunyana kwaive 2.409 miriyoni units, yakakwira 0.58% mwedzi-pa-mwedzi uye 35.8% gore negore, izvo zvichiri kutarisirwa kuve nenzvimbo yekuvandudza.Kubva muna Gumiguru 24, iyo yekumba ye electrolytic aluminium social inventory ye electrolytic aluminum yaive matani 626,000, pasi gumi rematani vhiki nevhiki, uye kunze kwekuchengetera kwakavandudzika zvakanyanya.Asi munguva ichangopfuura iyo yekuchamhembe kwakadziva kumadokero kwekutakura capacity block, kusvika kwevashoma, yambiro kusvika kumagumo ealuminium ingot yakawedzera zvinhu zvinokonzerwa nekuunganidza kwechiitiko.
Zviratidzo zvekudzikira kwepasi rose zvinogona kudzikisira kumhanya kweFed rate kukwira, asi isu tinofanirwa kungwarira tisati tasvika muna Zvita.Kubva pakuona kwakakosha, munguva pfupi, kushomeka kwesimba redunhu uye kuderedzwa kwekugadzira kunetsa kuchiripo, rutivi rwekudiwa ruchiri kunyanya kudzoreredza mwaka, mitengo yealuminium inoputika uye ichiri kuda kumirira kuvandudzwa kwakakosha mune data redzimba.Izvi zvisati zvaitika, isu tinotonga kuti mukana wemitengo yealuminium kuchengetedza iyo oscillation maitiro yakakura.
Nguva yekutumira: Oct-28-2022
