Ukulandela ukucutha kunye nokuvalwa kwamashishini e-aluminiyam ye-electrolytic eSichuan, eChongqing nakwezinye iindawo ngenxa yokucuthwa kwamandla, i-electrolyticabavelisi beprofayili ye-aluminium e-china baye banciphisa imveliso ngenxa yokucuthwa kombane.
Ukuchatshazelwa koku, ixabiso le-aluminium ikamva le-aluminium lenyuka.I-Datayes, idatha yonxibelelwano, ibonise ukuba ngokuvala ngoSeptemba 15, ixabiso lekhontrakthi ephambili ye-aluminium yexesha elizayo ye-aluminium ivaliwe i-215 yuan ukuya kwi-18,880 yuan / ton;Amaxabiso exesha elizayo e-aluminium ye-LME aqala ukuphindaphinda ukusuka kumanqanaba aphantsi, kwi-9 Yachukumisa i-$ 2,344 / toni ngo-Matshi 13, inyuka ngeentsuku ze-4 ezilandelelanayo zokurhweba.
NgoSeptemba 14, i-Shenhuo Co., Ltd. yazisa ukuba i-subsidiary yayo yokubamba i-Yunnan Shenhuo Aluminium Co., Ltd. ifumene unxibelelwano oluvela kwisebe lonikezelo lwamandla e-Wenshan.Ukususela ngoSeptemba 10, iya kuqhuba ulawulo lwamandla ngokuvala itanki, kwaye iya kulungelelanisa umthwalo wombane kwizinga eliphantsi ngaphambi kwe-12.Nge-1.389 yezigidi zeekilowatts, umthwalo wombane uya kulungelelaniswa ungadlulanga kwi-1.316 yezigidi zeekilowathi phambi komhla we-14 kuSeptemba.
Ngosuku olungaphambili, uYunnan Aluminium Co., Ltd. Kwakhona wabhengeza ukuba ukususela ngoSeptemba 10, inkampani kunye namashishini ayo angaphantsi kwe-electrolytic aluminium aya kuqhuba ulawulo lwamandla ngokuvala itanki, kwaye umthwalo wombane uya kuncitshiswa nge-10% ngaphambi kwe-14. .
Kanye ngasekupheleni kuka-Agasti, iimfuno zokucuthwa kwamandla kwiPhondo laseSichuan zaphuculwa kwakhona, zifuna ukuba onke amashishini e-electrolytic aluminiyam ayeke ukuvelisa.
Ngokubhekiselele kwiinkampani ezidwelisiweyo, i-Zhongfu Industry yabhengeza ngo-Agasti 15 ukuba amandla athile okuvelisa i-subsidiary ye-Guangyuan City Linfeng Aluminium kunye ne-Electric Co., Ltd. kunye ne-subsidiary encedisa i-Guangyuan Zhongfu High Precision Aluminium Co., Ltd. iya kunqunyanyiswa iveki ukususela ngo-Agasti 14. Umgaqo-nkqubo wokunciphisa amandla wesibini uye wachaphazela ukuveliswa kwe-aluminium electrolytic kwizityalo ezimbini ezikhankanywe ngasentla malunga ne-7,300 kunye ne-5,600 yeetoni ngokulandelanayo.Kuqikelelwa ukuba iyonke inzuzo efunyenwe kwinkampani edwelisiweyo iya kuncitshiswa malunga ne-78 yezigidi zeeyuan.
Ngokubanzi, umjikelo wangaphambili wokunqunyulwa kwamandla ube nempembelelo enkulu kumthamo wokuvelisa i-electrolytic aluminium kwiPhondo laseSichuan.Ngokweenkcukacha-manani ze-SMM, ekupheleni kukaJuni, umthamo wokusebenza we-aluminiyam ye-electrolytic yePhondo laseSichuan wawuyi-1 yezigidi zeetoni.Echatshazelwe kukunqongophala kombane, yaqala ukukhulula umqondiso wokunciphisa umthwalo kunye nokuvumela umbane ebantwini ukususela phakathi kuJulayi, kwaye yagxadaza kwaye yaphepha iincopho ngokwayo.Emva kokungena ngo-Agasti, imeko yonikezelo lwamandla yaba nzima ngakumbi, kwaye isikali sokunciphisa imveliso yezityalo ze-aluminiyam sandisiwe.
Ukunciphisa ngokubambisana kwemveliso ye-aluminium ye-electrolytic eYunnan ngeli xesha, ngokutsho kwabahlalutyi bezoshishino, kunokunxulumana nokunciphisa i-Yunnan Hydropower ekuveliseni amandla ngenxa yemozulu, imozulu kunye nezinye izinto.
Ngokutsho kohlalutyo lweNgxelo yoPhando lweGalaxy Securities, ukususela ngoJulayi, uYunnan uye waqhubeka nokushisa okuphezulu, isomiso, kunye nemvula encinci, kwaye inani lokungena kwamanzi liye lahla kakhulu.Sekuza kungena kwixesha elomileyo eYunnan.
Ngokolwazi loluntu, kukho amashishini amakhulu amane anyibilikisa i-aluminiyam ye-electrolytic kwiPhondo laseYunnan, angala Yunnan Aluminium Co., Ltd., Yunnan Shenhuo, Yunnan Hongtai New Materials Co., Ltd., icandelo lenkampani edweliswe eHong Kong yaseTshayina. Hongqiao, kunye neYunnan Qiya Metal Co., Ltd.
Izibalo zeSMM zibonisa ukuba ekuqaleni kukaSeptemba kulo nyaka, i-aluminiyam ye-electrolytic kwiPhondo laseYunnan yakha amandla okuvelisa iitoni ze-5.61 yezigidi kunye nomthamo wokusebenza we-5.218 yezigidi zeetoni, ezibalelwa kwi-12.8% yelizwe lonke.Nangona izityalo ezininzi ze-aluminium e-Yunnan zisandul 'ukusabela kulawulo lokusetyenziswa kwamandla kummandla kwaye ziyeke ukuveliswa malunga ne-10%, i-Yunnan Electric Power isethukile.
Kwimarike yamazwe ngamazwe, icala lokubonelela nge-aluminiyam ye-electrolytic nayo iqalile ukuqina.Ngokwezibalo zeShailand Steel Federation, ngokunyuka kweengxaki zamandla eYurophu, ukuncitshiswa kwemveliso ye-aluminiyam ye-electrolytic kuye kwaqhubeka kwanda ukusuka eYurophu ukuya eMntla Melika.Ukususela ngo-Oktobha 2021 ukuya ekupheleni kuka-Agasti kulo nyaka, ukuncipha kwemveliso okubangelwa yintlekele yamandla eYurophu naseNyakatho Melika kuye kwafikelela kwi-1.3 yezigidi zeetoni / ngonyaka, apho i-1.04 yezigidi zeetoni / ngonyaka eYurophu kunye ne-254,000 yeetoni / ngonyaka e-United States. .Ukongeza, ezinye iinkampani zikwacinga ukunciphisa imveliso.Isityalo saseJamani saseNeuss aluminium sithe kutshanje siza kuthatha isigqibo ngoSeptemba ukuba sinciphise imveliso nge-50% ngenxa yeendleko eziphezulu zamandla.
Uhlalutyo lwe-GF Futures luthe ukusukela ngo-2021, amandla okuvelisa i-aluminiyam ye-electrolytic eYurophu ifikelele kwi-1.5 yezigidi zeetoni.Okwangoku, abanye abanyibilikisi basatyikitya izivumelwano zexesha elide nemizi-mveliso yombane.Ngokuphelelwa kwezivumelwano zexesha elide, izinyibilikisi ziya kujongana namaxabiso ombane aphezulu emarikeni., ukubeka uxinzelelo kwiindleko zokunyibilikisa.Kwixesha elizayo, ngokufika kwexesha eliphakamileyo lemfuno yegesi yendalo eYurophu ebusika, ukunqongophala kwamandla eYurophu kuya kuba nzima ukunciphisa, kwaye umngcipheko wokunikezelwa kwe-aluminium ye-electrolytic iya kuhlala ikhona.
I-GF Futures iqikelela ukuba ukusebenza kwangoku kwe-aluminiyam ye-electrolytic eYunnan malunga ne-5.2 yezigidi zeetoni, ezinokunciphisa imveliso malunga ne-20%.Ugxininise ukuba indawo yaseSichuan yachatshazelwa bubushushu obuphezulu kunye nembalela kwisigaba sokuqala, amandla okusebenza kwe-1 yezigidi zeetoni ze-aluminiyam ye-electrolytic yayisondele ekumiseni ngokupheleleyo ekupheleni kuka-Agasti, kwaye kuya kuthatha ubuncinane iinyanga ezi-2 ukuqalisa kwakhona imveliso. .Kulindeleke ukuba unikezelo lwasekhaya lwe-aluminium electrolytic luya kuncipha kakhulu.
Ixesha lokuposa: Sep-17-2022