I-United States ithathela ingqalelo izohlwayo kwiimveliso ze-aluminium zaseRussia, ezibangele ukunyuka kwamaxabiso e-aluminiyam yaseLondon ngobusuku obunye, kunye ne-aluminium ye-Shanghai, nangona i-rally ye-intraday, kodwa ibuthathaka kune-aluminium ye-Lun. imarike aluminiyam yandiswa kakhulu.Ke, ukuvalwa kwe-aluminiyam yaseRussia kuya kuchaphazela njani iimarike ze-aluminium zasekhaya kunye nezangaphandle, njengeprofayili ye-aluminium yaseChina, ifestile ye-aluminium yecasement, i-aluminium beading njalo njalo?
Ngokohlalutyo olubanzi, phantsi kwemvelaphi yengxaki yamandla yaseYurophu yangoku kunye nokuba sesichengeni setsheyini yoshishino lwe-aluminium yaphesheya kunye nekhonkco lokubonelela, emva kokuba izigwebo ziphunyeziwe, i-gap ye-aluminiyam ye-aluminiyam yaphesheya kunzima ukuxhaswa ngokufanelekileyo, kwaye imarike eethe-ethe inokuphazamiseka ngakumbi.Unikezelo lwemarike ye-aluminium yasekhaya, yasekhaya kunye nemfuno iguquguquka ngakumbi, impembelelo ilinganiselwe.Ngokubhekiselele kwimpembelelo yokuguquguquka kwexabiso le-nickel ye-Lun yangaphambili engaqhelekanga, abahlalutyi bacebisa ukuba amashishini asekhaya kusafuneka anike ingqwalasela ukuthintela umngcipheko wokuhla kwexabiso.
Izohlwayo zihlala ziphazamisa unikezelo lwe-aluminiyam yaphesheya
Urhulumente wase-US ucingela izohlwayo ekungenisweni kwe-Rusal.Iinketho zokhetho zikaRhulumente wase-US zibandakanya ukuvalwa ngokupheleleyo kokungeniswa kweRusso, ukunyusa irhafu ephezulu ngokwaneleyo ukuba yenze isithintelo esisebenzayo, okanye ukugweba uRusso, utshilo ingxelo.Iindaba zabangela ukuxhalaba ngamazwe ngamazwe malunga nokunikezelwa kwe-aluminium encitshisiweyo, kunye ne-lun aluminium futures yenyuka ngaphezu kwe-7% ngexesha elinye.
Ngapha koko, kule minyaka mibini idlulileyo, imakethi ye-aluminiyam yehlabathi iye yachatshazelwa ngokuphindaphindiweyo zisohlwayo kunye nokuguquguquka okukhulu okunxulumeneyo.Ukulandela i-rumor yokuvalwa, iLondon Metal Exchange iqinisekisile ngasekupheleni kukaSeptemba ukuba iqwalasela ukuvinjelwa kweentsimbi zaseRashiya, ukuqhuba amaxabiso esinyithi ahambelanayo eLondon, kunye ne-aluminium yaseLondon malunga ne-8%.Kwangoko ngo-2018, ixabiso lenyuke ngeepesenti ezingama-30 ngexesha lezohlwayo zikaNondyebo ngokuchasene neRusal.
IRashiya ikwindawo yesibini emva koyena mvelisi mkhulu we-aluminiyam waseTshayina, ithatha malunga ne-5-6 yeepesenti yobonelelo lwe-aluminiyam yehlabathi, kwanase-US, ethatha malunga ne-10 lepesenti ye-aluminiyam yaseMelika ephuma ngaphandle.” eUnited States ngo-Agasti.” UGu Fangda, intloko yophando kunye nothethwano kwiGuosen Futures, uthe ukuvalwa kwe-aluminiyam yaseRussia kunokuba nefuthe elibanzi kwimarike yorhwebo lwe-aluminiyam yehlabathi, ukunyanzela abathengi eUnited States nakwamanye amazwe ukuba bafumane ezinye iintsimbi. .
Ukongeza kukuvalwa kwezinye izinyibilikisi ze-aluminiyam zasekhaya ngenxa yengxaki yamandla aseYurophu, kunye nokuqhekeka kwengingqi kunye nokungahambelani kweemarike zaphesheya ezibangelwa zisohlwayo zaseYurophu kunye neMelika ukuya eRussia, ulindelo lwentengiso yokuqina kobonelelo lwe-aluminiyam phesheya luyahambelana. "Kwingxaki yamandla aphesheya kolwandle kunye nokuba sesichengeni sobonelelo kuqaqambisa imvelaphi, ikhonkco kwishishini le-aluminium, ngakumbi ikhonkco lemveliso kunye nezorhwebo lidibene nemiceli mngeni engazange ibonwe ngaphambili, ngenxa yeYurophu neMelika isohlwayo esongezelelweyo kwintsimbi yaseRussia inokunyusa ukuqhekeka kwengingqi kunye nokubonelela kunye nemfuno engafaniyo, phesheya kolwandle. ukujikeleziswa simahla kwamaxabiso ezinto ezikrwada zesinyithi okanye kuya kuba phezulu kakhulu, kwaye inikezela nge-aluminiyam emelwe yintsimbi engabiziyo kwaye ifuna 'ngaphandle ngqongqo ngaphakathi okuxekileyo' 'ngaphandle omelele ngaphakathi okubuthathaka' ipatheni.”Utshilo uMnu.Gu
UFan Rui, umhlalutyi oyintloko weGuoyuan Futures, ukwakholelwa ukuba impembelelo yezohlwayo zase-US kwi-Rusal ayifanele ijongelwe phantsi, kodwa ngokwempembelelo ethile, kunokubakho umahluko phakathi kwamazwe asekhaya nakwamanye amazwe.Uhlalutyo oluthile lwe-Fan Rui lwathi ngokwemiqathango yemarike yamazwe ngamazwe, kwingxelo yangoku, ukhetho lwezohlwayo lwase-US lunokubandakanya iinketho ezintathu, kwaye impembelelo ethe ngqo kukuba abarhwebi abakhulu be-aluminium baya kuba balumke, okanye bajonge ezinye iindlela ezivela kwamanye amazwe. .Ngelo xesha, iLondon Metal Exchange isaxoxa ukuba isinyithi saseRashiya kufuneka sithintelwe ukuba singangeni kutshintshiselwano, ukunciphisa ukunikezelwa kwe-aluminium ekhoyo kwiinkampani kwiimarike zamazwe ngamazwe ukuba izigwebo zase-US zibhengezwa.Ukongeza, uluhlu lwangoku lwe-lun aluminiyam lukwinqanaba eliphantsi ngokwembali, kwaye umgaqo-nkqubo wasekhaya wekhabhoni ezimbini uyaphunyezwa, kwaye izinyibilikisi zaseYurophu zijongene nezinto ezingazinzanga zokubonelela amandla kunye nokunyuka kwamaxabiso ombane, "Ndiyoyika ukuba kunzima ukongeza ngokufanelekileyo umsantsa kwixesha elifutshane”.
Wang Xianwei, umphandi ophezulu Citic Construction Investment Futures, Kwakhona wathi electrolytic aluminiyam imveliso umthamo akhawunti malunga 12 ekhulwini unikezelo phesheya, kunye ne-aluminiyam electrolytic ethengiswe eUnited States kubalelwa 10 ekhulwini intengiso yayo ngo-2021. I-United States ibeka izohlwayo kuyo, iya kuba nefuthe elikhulu kurhwebo lwe-aluminium eYurophu nase-United States, kodwa impembelelo kumaxabiso inokuthi ibe ncinane.Wachaza ukuba kwelinye icala, urhwebo aluminiyam ingot Russian iye ngandlel’ ithile icinezelwe emva ungquzulwano phakathi eRashiya kunye Ukraine, kwaye imfuno phesheya iyaqhubeka ukuhla, ngoko ke impembelelo kumaxabiso aluminiyam noko kulinganiselwe.
Nangona kunjalo, imakethi iseneenkxalabo malunga noku, ukusebenza okuthe ngqo kwinani elikhulu laphesheya lonikezelo lwe-ingot ye-aluminium yaphesheya, uluhlu lwe-LME lubonakale luqokelelene kakhulu.Abanye abanini baseRusal banenkxalabo malunga nendawo yesandla emva koko bajongana nesoyikiso sokuvalwa korhwebo, ngoko bakhetha ukuhambisa inani elikhulu lediski ye-LME, ukulahla indawo yesandla.” Umnu.Wang Xianwei wongeze watsho.Idatha yokutshintshana kwakhona ibonise ukuba i-ories ye-aluminium yavuka enye i-15,625 yeetoni ngo-Oct.
China anodized aluminiyam iprofayile ukuqina amanqaku aphezulu
Ngoko ngaba ukuvinjelwa kwe-aluminium kuya kuchaphazela imarike yasekhaya?Uhlalutyo olubanzi, olusekelwe "kwi-independent ukuzimela" kwimarike ye-aluminium yasekhaya kunye nemfuno, impembelelo yokuvalwa kwe-aluminium yaseRashiya kumaxabiso e-aluminium yasekhaya ayinakucaca.
Okokuqala, ukusuka kwimarike ngaphambili ixhalabile malunga nenani elikhulu leengxaki zasekhaya, uhlalutyo lwe-Shanghai nonferrous Metals network (SMM) lwabonisa ukuba ngo-2022, i-aluminium ye-electrolytic yasekhaya yaqala ngokuthe ngcembe imveliso, ifestile yokungenisa ikwimeko evaliweyo.Nangona iRashiya ibisoloko ingumrhwebi obalulekileyo we-ingots yasekhaya ye-aluminium, kodwa ngokuncediswa kwamandla okusebenza ekhaya, izinga lokuzimela ekhaya liphezulu, ixabiso le-aluminiyam libuthathaka kwaye linamandla, ii-ingots ze-aluminium ezithunyelwa ngaphandle ukugcina ilahleko, isixa esikhulu se-aluminium yaseRashiya. ukuya e-China akunakwenzeka, ikota yesine okanye ugcina inani elincinci lokungeniswa kwamanye amazwe
Okwesibini, ngokwembono yesakhiwo semakethi ye-aluminium yasekhaya, uFan Rui uxelele i-Xinhua Finance ukuba iChina ngokwayo ingoyena mthengisi mkhulu we-aluminium emhlabeni, kwaye uluhlu lwempahla yotshintshiselwano lwasekhaya luzinzile, kukho isakhono esaneleyo se-buffer ukujongana nemingcipheko yemarike.
"Ubonelelo lwe-nonferrous lwasekhaya kunye nemfuno inokuqina olomeleleyo kunye nokunwebeka, ngakumbi ingxaki yerhafu yesinyithi ye-aluminiyam yangaphakathi nangaphandle ayinamandla, ngoko ke utyando lwe-aluminium ye-LME kwikamva le-aluminiyam ye-Shanghai lukhulu kakhulu, kodwa ngokuqwalasela ukuqhambuka kwasekhaya kunye nosongelo lokubonelela ngamandla, abanye amashishini imveliso nonferrous ubuso imveliso, iindleko kunye nobunzima ukuhanjiswa umyalelo, kunye noluhlu lwempahla aluminiyam lwasekhaya kumanqanaba aphantsi ngokwembali, abatyali-mali kufuneka ngo-Oktobha noNovemba kufutshane unikezelo izivumelwano nonferrous inokutshintsha isicwangciso contingency, icebise ulawulo lwenkunzi kunye nolawulo lomngcipheko, ilungele ukuhamba ngenyanga kwangaphambili, ukunciphisa ngenkuthalo kunye nogrogriso olunokubakho lokuguquguquka kweemarike.” Ucebise uMnu.Gu.
Ixesha lokuposa: Oct-14-2022