Wahi a ka ʻikepili mai Oriental Fortune Choice, i ka lā 16 o Iulai, 14 o nā hui 26 A-share i helu ʻia ma nā mea hana kiʻi alumini ma Kinaua hoʻokuʻu i kā lākou mau wānana hana hapa mua, kahi o 13 i loaʻa i ka loaʻa kālā a hoʻokahi wale nō i nalowale ke kālā.Ke hoʻohālikelike ʻia me ka manawa like o ka makahiki i hala, ua loaʻa nā hui 11 i ka ulu maikaʻi, a ʻo 7 mau hui pū me Shenhuo Co., Ltd. a me Dongyang Sunshine i hoʻonui i kā lākou waiwai ma mua o 100%.
"I ka hapa mua o ka makahiki, ua kiʻekiʻe ke kumukūʻai aluminika i ka manawa like i nā makahiki i hala iho nei, a ʻoi aku ka maikaʻi o ka loaʻa kālā o nā hui alumini.I kēia manawa, ʻo ka wānana hana waena o nā ʻoihana i hoʻopaʻa ʻia i kēia ʻoihana e like me nā manaʻo o ka mākeke.Ua haʻi aku kahi mea noiʻi ʻoihana non-ferrous i ka mea kākau moʻolelo "Securities Daily" ma ke ʻano o ka noi, ʻoiai ʻo ka ʻoihana waiwai, kahi mea hoʻohana nui maʻamau o ka alumini, he haʻahaʻa haʻahaʻa, akā ʻo ka hoʻohana ʻana i nā kahua o nā kaʻa a me ka mana. hoʻomau i ka ulu, lilo i kuleana nui no ka hoʻonui ʻana i ka koi alumini.
Holo nā kumukūʻai alumini
Manaʻo ka nui o nā hui alumini e hoʻonui i kā lākou hana
Wahi a ka ʻikepili lehulehu, mai ka hapa mua o 2022, ua hoʻonui pinepine ʻia ka maʻi maʻi i ka piʻi ʻana o nā hakakā geopolitical, e hoʻololi ana i nā kumukūʻai alumini i ke ala āpau.Ma waena o lākou, ua lele mua ʻo Shanghai Aluminum i 24,020 yuan / ton, kokoke i kahi moʻolelo kiʻekiʻe;Ua paʻi ʻo London Aluminum i kahi kiʻekiʻe hou, a hiki i 3,766 US kālā / tona.Ke holo nei nā kumukūʻai alumini ma kahi kiʻekiʻe, a ua nui nā hui alumini i hoʻopaʻa inoa ʻia i hoʻolaha i nā hoʻolaha no ka hoʻonui ʻana i ka hana.
Ma Iulai 15, ua hoʻopuka ʻo Hongchuang Holdings i kahi wānana hana.Manaʻo ia e loaʻa ka loaʻa kālā o 44.7079 miliona yuan a i 58.0689 miliona yuan mai Ianuali a Iune 2022, e hoʻohuli maikaʻi ana i nā poho i loaʻa kālā.Ua ʻōlelo ka ʻoihana ma ka hapa mua o 2022, ke piʻi ʻana o nā kumukūʻai alumini ma ka home a me nā ʻāina ʻē, nā loli o ka hoʻololi ʻana e makemake ana i ka hoʻokuʻu ʻana aku, ka hoʻomaikaʻi ʻana i ka hoʻolālā huahana, a me ka hoʻoikaika ʻana i nā kumukūʻai ke kī i ka hoʻolilo ʻana i nā poho i loaʻa kālā no ka ʻoihana.
Ma Iulai 12, Shenhuo Co., Ltd. i hoʻopuka i ka hoʻolaha ma mua o ka piʻi ʻana i ka hapa mua o ka makahiki, a ua manaʻo ʻia e hoʻokō i ka loaʻa kālā o 4.513 biliona yuan i ka hapa mua o ka makahiki, he makahiki- ka piʻi ʻana o ka makahiki he 208.46%.ʻO ke kumu o ka uluʻana o kāna hana,ʻo ia ka mea ma waho o ka papahana 900,000-ton o Yunnan Shenhuo Aluminum Co., Ltd. hiki i ka hanaʻana,ʻo ka piʻi nui o ke kumukūʻai o ka alumini electrolytic a me nā huahana lanahu kekahi mea nui.
Ua ʻōlelo nā mea loiloi i ʻōlelo ʻia ʻo ka piʻi nui ʻana o nā kumukūʻai alumini ma muli o ka haunaele o nā hakakā geopolitical.Ma kekahiʻaoʻao, pili ia i ka hoʻolakoʻana i ka alumini mua, a ma kekahiʻaoʻao, hoʻonui ia i nā kumukūʻai ikehu ma'Europa, e hoʻonui ana i ke kumukūʻai o ka hoʻoheheʻe alumini.Ke alakaʻi ʻia nei e ka LME, ua piʻi ka loaʻa kālā o nā hui alumini electrolytic home i kahi kiʻekiʻe.Wahi a nā manaʻo, ʻo ka awelika o ka loaʻa kālā o kēlā me kēia ton o ka alumini ma ka ʻoihana i kēlā manawa ua hiki i kahi 6,000 yuan, a ua kiʻekiʻe ka hoihoi o nā ʻoihana, a ma ka manawa like, ua hoʻoulu ʻia ka lawe ʻana aku i nā huahana alumini home.
Eia naʻe, ma hope o ka hoʻokiʻekiʻe ʻana o ka Federal Reserve i ka uku paneʻe, i hui pū ʻia me nā maʻi maʻi hou o ka home, ua hoʻomaka nā kumukūʻai alumini e hāʻule.Ma waena o lākou, ua hāʻule ʻo Shanghai alumini i ka 18,600 yuan / ton;Ua hāʻule ʻo London aluminika i 2,420 US kālā / tona.
ʻOiai ka Aluminum Extrusion Profile ʻO ke kumukūʻai i ka hapa mua o ka makahiki i hōʻike i ke ʻano o ka piʻi mua ʻana a laila hāʻule, maikaʻi ka loaʻa kālā o nā ʻoihana alumini.Ua haʻi aku ʻo Fang Yijing, ka mea loiloi ma Shanghai Steel Union, i ka mea kākau moʻolelo "Securities Daily", "Mai Ianuali a Iune 2022, ʻo ke kumu kūʻai o ka alumini electrolytic he 16,764 yuan / ton, ʻo ia ka mea like me ke kumu kūʻai o Shanghai Steel Union. alumini ingots mai Ianuali a Iune i kēlā mahina.Hoʻohālikelike ʻia me ke kumu kūʻai maʻamau o 21,406 yuan / ton, ʻo ka awelika o ka loaʻa kālā o ka ʻoihana holoʻokoʻa ma kahi o 4,600 yuan / ton, he piʻi o 548 yuan / ton i hoʻohālikelike ʻia me ka manawa like o ka makahiki i hala.
Hoʻohaʻahaʻa waiwai
Ua lilo ka mana kaʻa i mea koi nui no ka "kuleana"
Mai ka hiʻohiʻona o koʻu ʻāina electrolytic aluminum terminal market market, kūkulu hale kūʻai, ka lawe ʻana a me ka uila uila ʻekolu mau kahua koʻikoʻi, ʻoi aku ma mua o 60% o ka huina.Eia kekahi, aia nā noi i nā mea kūʻai aku lōʻihi, ka pahu a me nā mīkini.
Wahi a ka ʻikepili mai ka National Bureau of Statistics, mai Ianuali a Mei o kēia makahiki, ʻo 5,213,4 biliona yuan ka hoʻomohala ʻana i ka waiwai kūʻai, he 4,0% ka emi ʻana o ka makahiki ma ka makahiki.ʻO ka wahi kūʻai o nā hale kūʻai hale he 507.38 miliona mau mika square, kahi emi o ka makahiki-ma-makahiki o 23.6%.ʻO ka wahi kūkulu hale o nā ʻoihana hoʻomohala waiwai ʻo 8,315.25 miliona mau mika square, kahi emi o ka makahiki ma ka makahiki he 1.0%.ʻO 516.28 miliona mau mika square ka mea i hoʻomaka hou ʻia, ma lalo o 30.6%.ʻO 233.62 miliona mau mika square ka paʻa o ka hale, ma lalo o 15.3%.Hōʻike nā helu Mysteel mai Ianuali a Mei i kēia makahiki, ʻo ka hoʻopuka ʻana o nā profiles alumini he 2.2332 miliona tons, kahi hoʻohaʻahaʻa makahiki o 50,000 tons.
"ʻOiai ʻo ka hapa o ka alumini i hoʻohana ʻia i ke kūkulu ʻana a me ka ʻoihana waiwai i hāʻule mai 32% i 2016 a i 29% i 2021, ke ulu nui nei ka koi no ka alumini i ka lawe ʻana, ka uila uila, ka ʻeke a me nā māla ʻē aʻe."Manaʻo ʻo Fang Yijing, ʻoi aku ka maikaʻi mai ka ʻO ke ʻano o nā kaʻa ikehu hou a me ka hoʻohaʻahaʻa ʻana i ke kino he mea nui, a ke piʻi mau nei ka alumini no ka lawe ʻana, lilo i alakaʻi alakaʻi i ka ulu ʻana o ka koi alumini.Ma ke ʻano o ka ulu mau ʻana, manaʻo ʻia ka hoʻoikaika ʻana o ka ikehu hou, a ʻo ke kūkulu ʻana i nā photovoltaics a me nā mana mana e hoʻoikaika i ka hoʻohana ʻana i ka alumini i ka ʻoihana uila uila e hoʻonui nui.
Wahi a ka ʻikepili i hoʻokuʻu ʻia e ka China Automobile Association i kekahi mau lā i hala aku nei, me ka hoʻoikaika pū ʻana o nā ʻaoʻao āpau, ua hele ka ʻoihana kaʻa mai kahi haʻahaʻa loa i ʻApelila, me 12,117 miliona a me 12,057 miliona mau hana kaʻa a kūʻai aku i ka hapa mua o. ka makahiki.I waena o lākou, ʻoi aku ka maikaʻi o ka hana o ka hana a me ke kūʻai aku ma Iune ma mua o ka manawa like ma ka mōʻaukala.ʻO ka hana a me ke kūʻai ʻana o nā kaʻa i ka mahina he 2.499 miliona a me 2.502 miliona kēlā me kēia, he piʻi o 29.7% a me 34.4% mahina-ma-mahina, a me ka hoʻonui makahiki-ma-makahiki o 28.2% a me 23.8%.ʻO ka mea kūikawā, ʻo ka hoʻonui mau ʻana i ka helu komo o nā kaʻa ikehu hou e alakaʻi i ka ulu wikiwiki o ka noi no nā huahana alumini.
Ke manaʻoʻiʻo nei ʻo Capital Securities ʻo ka nui o ka alumini i hoʻohana ʻia i nā kaʻa ʻenehana hou o koʻu ʻāina e piʻi i 1.08 miliona tons ma 2022, he piʻi o 380,000 tons ma luna o ka manawa like i ka makahiki i hala.
ʻO ka koi no ka alumini i loko o ka ʻoihana photovoltaic i māhele nui ʻia i ʻelua ʻāpana: frame a bracket.ʻO ka nui o ka alumini i hoʻohana ʻia no ka photovoltaic frame ma kahi o 13,000 tons/GWh, a ʻo ka nui o ka alumini i hoʻohana ʻia no ka bracket photovoltaic i hoʻokomo ʻia ma kahi o 7,000 tons/GWh.Manaʻo ʻo Fang Yijing ma lalo o ke kumu o ka ulu mau ʻana, e hoʻoikaika ʻia ka ʻenehana ikehu hou.Ua manaʻo ʻia e hoʻohana ka ʻoihana photovoltaic i 3.24 miliona tons o ka alumini ma 2022, kahi hoʻonui makahiki o 500,000 tons.
Ka manawa hoʻouna: ʻAukake-17-2022