Ekuqaleni koNyaka omtsha wehla ngokukhawuleza, amaxabiso e-aluminium angaphantsi kwenkxaso ingabamba?

Ekuqaleni koNyaka omtsha wehla ngokukhawuleza, amaxabiso e-aluminium angaphantsi kwenkxaso ingabamba?

Emva koSuku loNyaka oMtsha ngo-2023, ixabiso le-aluminium yasekhaya lehla ngokukhawuleza, emva kweenyanga ezimbini kwakhona ngaphantsi kwe-18000 yuan / umgca wetoni, inkxaso yexabiso eliphantsi kunye nenkxaso yobugcisa inokubanjwa?

Imakethi enkulu itshintshile ukusuka kwicala lomgaqo-nkqubo ukuya kwicala ledatha

Ukuphonononga uDisemba wonke, kunye nokufika kwe-Federal Reserve izinga lokunyuka ngoDisemba kunye nokubizwa kweNkomfa yezoQoqosho lwaseKhaya yaseKhaya, uchungechunge lweziganeko ezibalulekileyo kwimarike ziye zafika kwaye ngokuthe ngcembe zetyiswa yimarike.Ukujonga phambili ekuqaleni konyaka, imarike enkulu iya kutshintsha ukusuka ekupheleni komgaqo-nkqubo ukuya kwicala ledatha enkulu.

Ngaphakathi, i-PMI yokuvelisa ekhaya ngoDisemba yayiyi-47.0%, ihla ngepesenti ye-1.0 yamanqaku ukusuka kwinyanga edlulileyo, ephantsi kakhulu enyakeni;i-PMI engeyiyo yokuvelisa ngoDisemba yayingu-41.6%, phantsi kweepesenti ze-5.1 zeepesenti ukusuka kwinyanga edlulileyo, iphinde ibethe i-low low kunyaka.Ngokunyuka kwenani losulelo olusondela kwiholide yoMnyhadala weNtwasahlobo, ezinye izityalo ezisezantsi zaze zangena kwimowudi yeholide kwangaphambi kwexesha, okubangele ukuba isalathiso se-PMI sibethe ezantsi esitsha, kwaye idatha ezayo yokuthumela ngaphandle kukaDisemba akulindelekanga ukuba nayo isebenze. kakuhle.Ngaphesheya, idatha yamva nje yase-US engeyiyo yeefama kunye nedatha yeCPI iya kunika isikhokelo esiphambili kwintlanganiso yokuqala ye-Fed ye-2023 ekupheleni kukaJanuwari.Okwangoku, intlanganiso ye-Fed kaJanuwari kulindeleke ukuba icothise imarike yezabasebenzi yase-US ngakumbi ukupholisa kunye nedatha yokunyuka kwamaxabiso okuhla ngenxa yomgaqo-nkqubo wokunyuka kwexabiso lenzala ye-Fed ngo-2022. ukudodobala koqoqosho lwedatha ye-US kulo nyaka.

Electrolytic aluminiyamnjengeIiprofayili ze-aluminiyam, iprofayili ye-aluminium yeengcango kunye neefestile, i-roof rack panel yelanga(关键词) njalo njalouluhlu lwentlalo kwingqokelela yamaxesha onyaka

NgoJanuwari 3,2023, i-SMM yabala i-inventory yentlalo yasekhaya ye-electrolytic aluminium ngeetoni ezingama-561,000, ukwanda kweetoni ezingama-68,000 ukusuka ngoLwesine odlulileyo.Ngexesha leholide yoSuku loNyaka oMtsha, ukufika kwe-aluminiyam ye-electrolytic yanda, kwaye uluhlu lwee-ingots ze-aluminiyam kwingingqi nganye zinedigri ezahlukeneyo, ngakumbi ukwanda kweWuxi.Ngommandla, uluhlu lwempahla yeWuxi lonyuke ngeetoni ezingama-31,000, isixa esingaphezu kweetoni ezingama-140,000.Uluhlu olupheleleyo kwindawo yaseGongyi lunyuke lwaya kutsho malunga neetoni ze-100,000;uluhlu lwempahla kummandla woLwandle lwase-China lwanda kancinci, kwaye uluhlu lwempahla lwalusagcinwe malunga neetoni eziyi-100,000.Umthamo werisithi yendawo yokugcina iShandong unyukile, uluhlu lwempahla nalo lonyukile.Uluhlu olupheleleyo lwe-aluminiyam ye-electrolytic iye yanda ukuya kwiitoni ezingama-560,000, nangona isezantsi xa ithelekiswa nexesha elifanayo kunyaka ophelileyo, kodwa imbono yenyanga-ngenyanga, ibe yi-3 yeeveki ezilandelelanayo zokuqokelela, ukunyuka kwe-ingot ye-aluminium ngoDisemba kwaye ijongene ne ukusetyenziswa kweeholide ukuqokelelwa okubuthathaka kulindeleke ukuba kube yimali kancinci kancinci.Ngokubhekiselele kumthamo ophumayo, umthamo ophumayo ngeveki wawumalunga neetoni ezingama-103,800, iitoni ezingama-12,700 ngaphantsi kwenyanga edlulileyo.Ngokwengxelo yeemarike, ezinye iimarike ezisezantsi ziye zahlala kwiholide, kwaye kulindeleke ukuba ukuthengiswa kweemarike kuya kukhanya ngakumbi kwixesha elizayo.Ngokubhekiselele kwintonga ye-aluminium, ngoJanuwari 3,2023, izibalo ze-SMM, uluhlu lwe-aluminium ye-aluminium yeendawo zokusetyenziswa eziqhelekileyo zasekhaya zazingama-74,300 iitoni, xa kuthelekiswa neetoni ze-13,400 ngoLwesine odlulileyo, kwakhona kwimeko yokuqokelela.

Inkxaso yeendleko ze-aluminiyam ye-Electrolytic okanye ezinye ukuhamba phantsi

Ngokwexabiso le-aluminium ye-electrolytic, amaxabiso e-alumina abuyele kwakhona ukususela ngoDisemba;ixabiso lamalahle thermal e Inner Mongolia njengomzekelo, wehla nge 50 yuan / ton ngoDisemba;ngoDisemba, ixabiso lokuthenga benchmark ixabiso anode pre-baked of Shandong amashishini aluminiyam electrolytic ezinkulu zehle nge 220 yuan / ton ngenyanga ngenyanga.Ngokwedatha yeMysteel, ngoNovemba ka-2022, umndilili wexabiso elipheleleyo leshishini laseTshayina i-aluminiyam ye-electrolytic yayiyi-17,557 yuan / ton, kwaye inzuzo yoshishino lonke yayiyi-1,173 yuan / ton.NgoDisemba, kulindeleke ukuba ixabiso elibanzi le-aluminiyam ye-electrolytic iya kuhamba kancinci, amaxabiso e-aluminium kulo mjikelo wokuhla okanye uya kuphinda avale kumgca we-avareji yoshishino.

Imali emfutshane yamandla okanye iya kuphuka ngaphantsi kwenkxaso yobugcisa

Ukususela kwitshathi yemihla ngemihla yekontraki ephambili ye-aluminium yaseShanghai, ukususela ekupheleni kukaJulayi ka-2022, ixabiso le-aluminium yaseShanghai ngokusisiseko lihamba phakathi kwe-17,500-19,000 yuan / ton.Usuku loNyaka oMtsha emva komhla wokuqala wokuncipha, iimali ezimfutshane ezingundoqo zanda kakhulu izikhundla, intloko emfutshane yenetha ende yenzuzo yandiswa ngakumbi.Ukuba ixabiso elilandelayo liwela kwindawo engaphantsi koluhlu lwemihla ngemihla, iibhere azizange zinciphise kakhulu izikhundla zabo okanye iinkunzi zeenkomo azizange zinyuse kakhulu izikhundla zabo, kwaye amathuba okuba amaxabiso e-aluminium aqhubeke ewa ngaphantsi kwinqanaba lenkxaso yobugcisa ngokuthe ngcembe ayanda.Ngokubanzi, kwiinkcukacha zamva nje ezihluphekileyo kunye noluhlu lwentlalo olulindelekileyo lokuqokelela okukhulu, amaxabiso e-aluminium kulindeleke ukuba abe phantsi koxinzelelo.Ukongezelela, inkxaso yeendleko zangoku kunye nenkxaso yobugcisa kwi-17500 yuan / ton line, kodwa inkxaso yeendleko zangoku inokuthi iqhube ngakumbi, kunye nenkxaso yobugcisa nayo ijongene nomngcipheko wokuphulwa;xa yaphukile, inyathelo elilandelayo unokuvavanya iinzuzo kunye nelahleko 17000 yuan / ton line.


Ixesha lokuposa: Jan-10-2023