Ngokwedatha evela kwi-Oriental Fortune Choice, ukususela nge-16 kaJulayi, i-14 ye-26 ye-A-share iinkampani ezidwelisiweyo abavelisi beprofayili ye-aluminium e-chinabaye bakhupha iingqikelelo zabo zokusebenza zesiqingatha sokuqala, apho i-13 ifumene inzuzo kunye nemali enye kuphela elahlekileyo.Xa kuthelekiswa nexesha elifanayo lonyaka odlulileyo, iinkampani ze-11 ziphumelele ukukhula okulungileyo, apho iinkampani ze-7 ezibandakanya i-Shenhuo Co., Ltd. kunye ne-Dongyang Sunshine zandise inzuzo yazo ngaphezu kwe-100%.
"Kwisiqingatha sokuqala sonyaka, ixabiso le-aluminium lalikwizinga eliphezulu ngexesha elifanayo kwiminyaka yamuva nje, kwaye inzuzo yeenkampani ze-aluminium yayilungile.Okwangoku, uqikelelo lwentsebenzo yamaphakathi exesha leenkampani ezidwelisiweyo kolu shishino luhambelana nokulindelwe yimarike. ”Umhlalutyi weshishini ongeyena i-ferrous uxelele intatheli ethi "Securities Daily" ukuba ngokwemfuno, nangona i-real estate industry, engumsebenzisi omkhulu we-aluminium, inomsebenzi ophantsi, kodwa ukusetyenziswa kwiindawo zeemoto kunye namandla yaqhubeka ikhula, ibe luxanduva oluphambili lokunyuka kwemfuno ye-aluminium.
Amaxabiso e-aluminiyam aya phezulu
Inani leenkampani ze-aluminium kulindeleke ukuba zandise ukusebenza kwazo
Ngokwedatha yoluntu, ukusukela kwisiqingatha sokuqala sika-2022, ubhubhane uye waphinda wabeka phezulu ukunyuka kweengxabano ze-geopolitical, ebangela ukuba amaxabiso e-aluminiyam atshintshe yonke indlela ukuya phezulu.Phakathi kwabo, iShanghai Aluminium yakha yanyuka yaya kutsho kwi-24,020 yuan / ton, isondela kwirekhodi eliphezulu;I-Aluminiyam yaseLondon yade yabetha phezulu, ukuya kuthi ga kwi-3,766 yeedola zase-US / toni.Amaxabiso e-aluminium aqhuba kwizinga eliphezulu, kwaye ezininzi iinkampani ze-aluminium ezidweliswe zikhuphe izibhengezo zokunyuka kwangaphambili kokusebenza.
NgoJulayi 15, iHongchuang Holdings ikhuphe uqikelelo lwentsebenzo.Kulindeleke ukuba yenze inzuzo ye-44.7079 yezigidi zeeyuan ukuya kwi-58.0689 yezigidi zeeyuan ukususela ngoJanuwari ukuya kuJuni 2022, ukuguqula ngempumelelo ilahleko ibe yinzuzo.Inkampani yathi kwisiqingatha sokuqala sika-2022, ukunyuka kwamaxabiso e-aluminium ekhaya nakwamanye amazwe, ukuguquguquka kwezinga lotshintshiselwano kuthanda ukuthunyelwa kwamanye amazwe, ukulungiswa kwesakhiwo semveliso, kunye nokomeleza ulawulo lweendleko zizitshixo zokuguqula ilahleko ibe yinzuzo yenkampani.
NgoJulayi 12, iShenhuo Co., Ltd. ikhuphe isibhengezo sokunyuka kwangaphambili kwisiqingatha sokuqala sonyaka, kwaye kulindeleke ukuba kuzuze inzuzo eyi-4.513 yeebhiliyoni zeeyuan kwisiqingatha sokuqala sonyaka, unyaka- ukunyuka konyaka ngama-208.46%.Isizathu sokukhula kokusebenza kwayo kukuba ukongeza kwiprojekthi ye-900,000-toni ye-Yunnan Shenhuo Aluminium Co., Ltd. ukufikelela kwimveliso, ukunyuka okubukhali kwexabiso le-aluminium ye-electrolytic kunye neemveliso zamalahle nazo ziyinto ebalulekileyo.
Abahlalutyi abakhankanywe ngasentla bathi ukunyuka ngokubanzi kwamaxabiso e-aluminium kubangelwa ikakhulu kukuphazamiseka kweengxabano ze-geopolitical.Ngakolunye uhlangothi, ichaphazela ukunikezelwa kwe-aluminium yokuqala, kwaye kwelinye icala, inyusa amaxabiso amandla eYurophu, okukhokelela ekunyukeni kweendleko zokunyibilikisa i-aluminium.Iqhutywa yi-LME, inzuzo yeenkampani zasekhaya ze-aluminiyam ye-electrolytic yenyuka ukuya kwinqanaba eliphezulu.Ngokutsho koqikelelo, inzuzo eqhelekileyo ngetoni nganye ye-aluminiyam kwishishini ngelo xesha yayifikelele malunga ne-6,000 ye-yuan, kwaye umdla wokuveliswa kwamashishini wawuphezulu, kwaye kwangaxeshanye, ukuthunyelwa kweemveliso ze-aluminium zasekhaya zavuselelwa.
Nangona kunjalo, emva kokuba iFederal Reserve inyuse ngamandla inzala, idityaniswa nobhubhane wasekhaya ophindaphindiweyo, omabini amaxabiso e-aluminiyam aqala ukuhla.Phakathi kwabo, i-aluminium yaseShanghai yakha yawela kwi-18,600 yuan / ton;I-aluminiyam yaseLondon yawela kwi-2,420 yeedola zase-US / toni.
Nangona i Iprofayile yeAluminiyam yokuKhulisa ixabiso kwisiqingatha sokuqala sonyaka ubonise umkhwa wokunyuka kuqala kwaye emva koko ukwehla, inzuzo epheleleyo yamashishini e-aluminium yayilungile.UFang Yijing, umhlalutyi kwiShanghai Steel Union, uxelele intatheli ye “Securities Daily”, “Ukususela ngoJanuwari ukuya kuJuni ka-2022, ixabiso eliphakathi kwe-aluminiyam ye-electrolytic yi-16,764 yuan / ton, elingana nexabiso lendawo yeShanghai Steel Union's. ingots aluminiyam ukususela ngoJanuwari ukuya kuJuni ngaloo nyanga.Xa kuthelekiswa nomndilili wexabiso le-21,406 yuan/toni, inzuzo engumndilili weshishini lilonke imalunga ne-4,600 yuan/toni, ukonyuka nge-548 yuan/toni xa kuthelekiswa nexesha elifanayo kulo nyaka uphelileyo.”
Ukuhla kwezindlu
Amandla emoto abe yimfuno ekhulayo "yoxanduva"
Ngokwembono yelizwe lam i-electrolytic aluminiyam i-terminal market, ulwakhiwo lwezindlu, ezothutho kunye nombane wombane zezona nkalo zintathu zibalulekileyo, zibalelwa ngaphezu kwama-60% ewonke.Ukongeza, kukho izicelo kwizinto ezihlala kubathengi, ukupakishwa kunye noomatshini.
Ngokutsho kwedatha evela kwi-National Bureau of Statistics, ukususela ngoJanuwari ukuya kuMeyi kulo nyaka, utyalo-mali lwesizwe lophuhliso lwezindlu lwaluyi-5,213.4 yeebhiliyoni zeeyuan, ukwehla konyaka-ngonyaka kwe-4.0%.Indawo yokuthengisa yezindlu zorhwebo zazingama-507.38 ezigidi square metres, ukuhla ngonyaka-ngonyaka kwe-23.6%.Indawo yolwakhiwo lwezindlu yamashishini ophuhliso lwezindlu nezindlu yayizizigidi ezisisi-8,315.25 zeemitha zesikwere, ukuhla konyaka-nyaka nge-1.0%.Indawo esandula ukuqaliswa yokwakhiwa kwezindlu ibizizigidi ezingama-516.28 zesikwere seemitha, ihle nge-30.6%.Indawo egqityiweyo yokwakhiwa kwezindlu ibizizigidi ezingama-233.62 zesikwere seemitha, ihle nge-15.3%.Izibalo ze-Mysteel zibonisa ukuba ukususela ngoJanuwari ukuya kuMeyi kulo nyaka, imveliso yeeprofayili ze-aluminium iphelele kwi-2.2332 yezigidi zeetoni, ukuhla konyaka-nyaka kweetoni ezingama-50,000.
"Nangona umlinganiselo we-aluminium osetyenziswa kushishino lokwakha kunye ne-real estate wehlile ukusuka kwi-32% kwi-2016 ukuya kwi-29% ngo-2021, imfuno ye-aluminium kwezothutho, i-electronics yamandla, ukupakishwa kunye nezinye iindawo zikhula ngakumbi."UFang Yijing ukholelwa ukuba, ngokukodwa, ukuzuza kwi-Trendo yezithuthi zamandla amatsha kunye nokunciphisa ubunzima bomzimba kubalulekile, kwaye i-aluminium yokuthutha iyaqhubeka nokunyuka, ibe yinto ehamba phambili ekukhuleni kwemfuno ye-aluminium.Kwimeko yokukhula okuzinzileyo, iziseko ezintsha zamandla nazo zilindeleke ukuba zisebenzise amandla, kwaye ukwakhiwa kwe-photovoltaics kunye neegridi zamandla kunokukhuthaza ukusetyenziswa kwe-aluminium kwishishini lamandla ombane ukwandisa kakhulu.
Ngokutsho kwedatha ekhutshwe yi-China Automobile Association kwiintsuku ezimbalwa ezidlulileyo, kunye nemigudu edibeneyo yawo onke amaqela, ishishini le-auto liye laphuma kwinqanaba eliphantsi ngo-Epreli, kunye ne-12.117 yezigidi kunye ne-12.057 yezigidi zemveliso kunye neentengiso kwisiqingatha sokuqala unyaka.Phakathi kwabo, ukusebenza kwemveliso kunye nokuthengisa ngoJuni kwakungcono ngakumbi kunexesha elifanayo kwimbali.Imveliso kunye nokuthengiswa kweemoto kwinyanga yayiyi-2.499 yezigidi kunye ne-2.502 yezigidi ngokulandelanayo, ukwanda kwe-29.7% kunye ne-34.4% inyanga nenyanga, kunye nokunyuka konyaka-ngonyaka we-28.2% kunye ne-23.8%.Ngokukodwa, ukunyuka okuqhubekayo kwinqanaba lokungena kwezithuthi zamandla amatsha kuya kuqhuba ukukhula ngokukhawuleza kwemfuno yeemveliso ze-aluminium.
I-Capital Securities ikholelwa ukuba isixa se-aluminium esisetyenziswe kwizithuthi zamandla amatsha elizwe lam siya kufikelela kwi-1.08 yezigidi zeetoni kwi-2022, ukwanda kweetoni ezingama-380,000 ngexesha elifanayo kunyaka ophelileyo.
Imfuno ye-aluminium kwimboni ye-photovoltaic ihlulwe kakhulu ibe ngamacandelo amabini: isakhelo kunye ne-bracket.Ubungakanani be-aluminium esetyenziselwa isakhelo se-photovoltaic malunga neetoni ze-13,000 / GWh, kunye nesixa se-aluminium esisetyenziselwa i-bracket efakwe kwi-photovoltaic malunga neetoni ze-7,000 / GWh.UFang Yijing ukholelwa ukuba phantsi kwemvelaphi yokukhula okuzinzileyo, iziseko ezitsha zamandla ziya kusebenzisa amandla ayo.Kuqikelelwa ukuba imboni ye-photovoltaic iya kusebenzisa i-3.24 yezigidi zeetoni ze-aluminium kwi-2022, ukunyuka konyaka-nyaka kweetoni ze-500,000.
Ixesha lokuposa: Aug-17-2022