Kwinqanaba le-macro, iBhanki yaBantu yaseTshayina igqibe ekubeni inciphise umlinganiselo wemfuno yokugcina imali kumaziko emali ngamanqaku epesenti ye-0.25 ngoDisemba 5,2022.Ukunqunyulwa kwe-RRR kubonisa indlela ekhangele phambili yomgaqo-mali, kwaye igxininisa ugxininiso lwesicwangciso somgaqo-mali, olungele ukuzinzisa ukulindela kweemarike, kwaye inokubaluleka komgaqo-nkqubo obalulekileyo.Ngokucacileyo kwimarike engeyiyo i-ferrous, umbhali ukholelwa ukuba i-RRR inqunyulwe ukuze inyuse okanye inqunyelwe, ithathe ubhedu kunye ne-aluminium njengomzekelo, umkhwa wayo uya kubuyela kwisiseko esibalulekileyo.
Imarike yobhedu, unikezelo lwangoku loxinaniso lobhedu lwehlabathi luninzi kakhulu, isalathiso somrhumo wokusetyenzwa siqhubekile nokunyuka ngamandla.Kutshanje, intengiselwano yentengiso yendawo yoxinaniso yobhedu iye yaphinda yaphindaphindeka, kwaye ukuphela kokufika kweBenchmark ngo-2023 kunendima ethile ekhokelayo ekufumaneni indawo kamva yesinyibilikisi.Ngomhla wama-24 kaNovemba, iJiangxi Copper, iChina Copper, iTongling Nonferrous Metals kunye neJinchuan Group kunye neFreeport bagqibezele umrhumo omde wokusetyenzwa kweBenchmark yoxinaniso lobhedu kwi-88 yeedola / iitoni kunye ne-8.8 yeesenti / iponti, ukuya kwi-35% ukusuka kwi-2022 kunye nexabiso eliphezulu ukusukela ngo-2017.
Ukususela kwimeko yemveliso ye-copper ye-electrolytic yasekhaya, bekukho i-electrolytic copper smelters ezintlanu ezitshintshiweyo ngoNovemba, xa kuthelekiswa no-Oktobha, impembelelo iye yanda.Kwangaxeshanye, ngenxa yokubonelela okuqinileyo kobhedu olukrwada kunye nezinto ezibandayo kunye nokufika kancinci kwemveliso entsha, imveliso yobhedu ye-electrolytic ngoNovemba kulindeleke ukuba ibe ziitoni ezingama-903,300, inyuke kuphela nge-0.23% ngenyanga, inyuke nge-10.24% .NgoDisemba, izinyibilikisi kulindeleke ukuba zityhale imveliso yobhedu esulungekisiweyo ukuya kuthi ga phakathi enyakeni phantsi kweshedyuli yokungxama.
Abavelisi beprofayili yeAluminiyam eChina ibuyele kancinane.Kutshanje, umthamo wokusebenza we-electrolyticiprofayile ye-aluminiumeSichuan iye yalungiswa kancinane, kodwa ngenxa yokunqongophala kwamandla ngexesha lonyaka elomileyo, kulindeleke ukuba kube nzima ngakumbi kwimveliso epheleleyo ekupheleni kwalo nyaka.Iqhutywa yimigaqo-nkqubo ekhuthazayo ebhengezwe nguGuangxi, iprojekthi yokuvuselela i-aluminium ye-electrolytic ye-Guangxi kulindeleke ukuba ikhawuleze;ukunciphisa imveliso yeetoni ezingama-80,000 eHenan kugqityiwe, kwaye ixesha lokuqalisa kwakhona alinqunywanga;inkqubela entsha yemveliso eGuizhou kunye ne-Inner Mongolia ayizange ifike kwizinto ezilindelekileyo.Ngokubanzi, phantsi kweempembelelo zokunyuka kunye nokuncipha, umthamo wokusebenza we-aluminiyam we-electrolytic wasekhaya ubonisa imeko yokuguquguquka komxinwa.Umthamo wemveliso ye-aluminiyam ye-electrolytic yasekhaya kulindeleke ukuba ibuyele kwi-40.51 yezigidi zeetoni ngoNovemba, kodwa kusekho umsantsa othile xa kuthelekiswa nomthamo wonyaka wemveliso olindelweyo wezigidi ezingama-41 zeetoni.
Kwangaxeshanye, amashishini e-aluminiyam yasekhaya aqala ukusebenza abuthathaka.Ukususela nge-24 kaNovemba, izinga lokusebenza ngeveki ye-aluminium profile yamashishini yayiyi-65.8%, phantsi kwe-2% ukusuka kwiveki edlulileyo.Ichatshazelwa sisibango esibuthathaka esisezantsi, iiodolo ezincitshisiweyo, iprofayile yealuminium,Iiprofayili ze-aluminium kwiifestile kunye neengcango,indawo yokubeka ipaneli yelanga, izinga lokusebenza kwefoyile yealuminiyam yehle kwiveki ephelileyo.Nangona izinga lokusebenza lomcu we-aluminium kunye nekhebula le-aluminium likwimo ezinzileyo, kodwa ayithethi ukuba imveliso yamva inokuvela.Idityaniswe ne-inventri, ukususela ngoNovemba 24, i-inventory ye-aluminium ye-electrolytic yasekhaya yayiyi-518,000 yeetoni, iqhubeka nemeko yokwehla kwezinto ukususela ngo-Oktobha.Umbhali ukholelwa ukuba i-inventory yentlalontle ayiqhutyelwa ekupheleni kwabathengi, kodwa ibangelwa ukuthutha okungahambi kakuhle kunye nokulibaziseka kokufika kweemveliso zefektri ye-aluminium.Uluhlu lwendlela kunye nefektri luseza kuzisa uxinzelelo olunokubakho kwimarike ye-aluminiyam kwixesha elizayo.
Ngokwemfuno yokuphela, ukususela ngoJanuwari ukuya ku-Oktobha, utyalo-mali kwiiprojekthi zegridi zamandla esizwe zifikelele kwi-351.1 yeebhiliyoni zeeyuan, ukuya kwi-3% ngonyaka.Ngo-Oktobha, utyalo-mali kwigridi yamandla yayiyi-35.7 yeebhiliyoni zeeyuan, phantsi kwe-30.9% ngonyaka kunye ne-26.7% ngenyanga ngenyanga.Ukususela ekusebenzeni kocingo kunye noshishino lwekhebula, ngokusondela kwexesha le-off-season, imiyalelo yekhebula inqabile, kwaye umthamo we-stock kamva uya kuncipha ngokuthe ngcembe.Izinga lokusebenza kwamashishini ocingo kunye nentambo ngoNovemba kulindeleke ukuba ibe yi-80.6%, ihle i-0.44% inyanga nenyanga, kwaye ihle i-5.49% ngonyaka.Kwelinye icala, ngelixa imfuno yasekhaya ichaphazeleka, ibhloko yezothutho kunye neyothutho nazo zilibazise ukuhanjiswa kunye nexesha lokuthenga.Ngaphantsi kwale mvelaphi, inkqubela phambili yemveliso yoshishino lwekhebula iyancipha;ngakolunye uhlangothi, amashishini ekhebula ajongene noxinzelelo lwenkunzi ekupheleni konyaka, ukunciphisa imfuno yobhedu kunye ne-aluminium.
Ngo-Okthobha, ukuveliswa kweemoto zasekhaya kunye nokuthengisa kubonise imeko yomibini kunye nomlilo, kwaye izithuthi zemveli zamafutha zehla kakhulu, ngelixa izithuthi zamandla amatsha zibonise ukukhawuleza kokuphuhliswa ngokukhawuleza, kwaze kwabetha irekhodi eliphezulu.Nangona uxinzelelo kwimarike ye-terminal yabangela ukuba ukunikezelwa kweemoto ngo-Oktobha kunciphe kancinane xa kuthelekiswa noSeptemba, ukuveliswa kweemoto kunye nokuthengiswa kweemoto ngo-Oktobha kusakhula unyaka nonyaka ngenxa yokunyanzeliswa komgaqo-nkqubo wokunciphisa irhafu yokuthengwa kwesithuthi.I-China kulindeleke ukuba ifikelele kwi-27 yezigidi zezithuthi kulo nyaka, malunga ne-3 ekhulwini ngonyaka.Ngomnyaka ozayo, ingaba ukuqhubeka komgaqo-nkqubo okhethiweyo werhafu yokuthengwa kwezithuthi zesiqhelo akukacaciswanga, kwaye inkxaso yemoto entsha yamandla iya kuqaliswa kungekudala, ngoko kusekho ukungaqiniseki okuthile kwiintengiso zemarike.
Ngokubanzi, kuxinzelelo lwe-macro kusekho, unikezelo lwemarike kunye nemfuno ephikisanayo yokunciphisa imvelaphi, kulindeleke ukuba ubhedu kunye ne-aluminium ziya kusekelwe kuluhlu lwemarike ye-oscillation kungekudala.Inkxaso engaphantsi kwekhontrakthi yobhedu yaseShanghai yi-64200 yuan / ton, uxinzelelo oluphezulu luyi-67000 yuan / ton;ikhontrakthi engundoqo ye-aluminiyam yaseShanghai yi-18200 yuan / ton, kwaye uxinzelelo oluphezulu yi-19250 yuan / ton.
Ixesha lokuposa: Nov-29-2022
