Ma ka pae macro, ua hoʻoholo ka People's Bank of China e hōʻemi i ka lakene koi koi no nā ʻoihana kālā ma ka 0.25 pakeneka ma Dekemaba 5,2022.ʻO ka ʻoki RRR e hōʻike ana i ke ʻano o ka monetary policy, a e hōʻike ana i ka manaʻo hoʻolālā o ke kulekele kālā, kahi e kūpono ai i ka hoʻopaʻa ʻana i nā manaʻo o ka mākeke, a he koʻikoʻi koʻikoʻi koʻikoʻi.Maikaʻi i ka mākeke non-ferrous, manaʻo ka mea kākau e ʻoki ʻia ka RRR e hoʻonui a i kaupalena ʻia, e lawe i ke keleawe a me ke alumini ma ke ʻano he kumu hoʻohālike, e hoʻi mau ana kāna ʻano i ka mana kumu.
ʻO ka mākeke keleawe, ʻoi aku ka nui o ka lako copper concentrate o ka honua i kēia manawa, hoʻomau ka piʻi ʻana o ka index uku hoʻoili.I kēia mau lā, ua hoʻonui hou ʻia ka hana kālepa o ka mākeke wahi copper concentrate, a ʻo ka hopena o ka pae ʻana o Benchmark i 2023 he alakaʻi alakaʻi i ka loaʻa ʻana o ka smelter.Ma Nowemapa 24, ua hoʻopau ʻo Jiangxi Copper, China Copper, Tongling Nonferrous Metals a me Jinchuan Group a me Freeport i ka uku hana lōʻihi o ka copper concentrate Benchmark ma $88 / ton a me 8.8 keneta / paona, ʻoi aku ka 35% mai 2022 a me ka waiwai kiʻekiʻe loa mai 2017.
Mai ke kūlana hana keleawe electrolytic home, ʻelima mau electrolytic copper smelters overhaul i Nowemapa, i hoʻohālikelike ʻia me ʻOkakopa, ua piʻi ka hopena.Ma ka manawa like, ma muli o ka paʻa ʻana o ke keleawe keleawe a me nā mea anuanu a me ka pae lohi o ka hana hou, ʻo ka hana keleawe electrolytic i Nowemapa e manaʻo ʻia he 903,300 tons, e piʻi wale ana ma 0.23% mahina ma ka mahina, e 10.24%. .I Kekemapa, manaʻo ʻia nā mea hoʻoheheʻe ʻia e hoʻoulu i ka hana keleawe i hoʻomaʻemaʻe ʻia a hiki i ke kiʻekiʻe o waena o ka makahiki ma lalo o ka papa hana wikiwiki.
ʻO nā mea hana hoʻolaha alumini ma china rebound iki.I kēia mau lā, ʻo ka mana hana o ka electrolyticalumini ʻaoʻaoma Sichuan ua hoʻoponopono ikiʻia, akā, ma muli o ka nele o ka mana i ke kau maloʻo, ua manaʻoʻia eʻoi aku ka paʻakikī no ka hana pihaʻana i ka hopena o kēia makahiki.Ke alakaʻiʻia e nā kulekele hoʻoikaika i hoʻolahaʻia e Guangxi,ʻo ka Guangxi electrolytic aluminum resumption project e manaʻoʻia e wikiwiki;ua hoʻopau ʻia ka hōʻemi ʻana o 80,000 tons ma Henan, a ʻaʻole i hoʻoholo ʻia ka manawa hoʻomaka;ʻAʻole hiki i ka holomua hana hou ma Guizhou a me Inner Mongolia i nā mea i manaʻo ʻia.Ma keʻano laulā, ma lalo o ka mana o ka hoʻonui a me ka emi ʻana, ʻo ka mana hana electrolytic aluminika kūloko e hōʻike i kahi kūlana fluctuation haiki.Manaʻo ʻia e hoʻihoʻi hou ʻia ka mana hana hana electrolytic alumina i loko o 40.51 miliona tons i Nowemapa, akā aia nō kekahi ʻokoʻa i hoʻohālikelike ʻia me ka mana hana makahiki i manaʻo ʻia he 41 miliona mau tons.
I ka manawa like, hoʻomaka ka hana ʻana o ka ʻoihana alumini alumini i lalo i ka hana i nāwaliwali.Ma ka lā 24 o Nowemapa, ʻo 65.8% ka nui o ka hana o kēlā me kēia pule o nā ʻoihana profile alumini, ma lalo o 2% mai ka pule i hala.Hoʻopilikia ʻia e ka noi haʻahaʻa haʻahaʻa, hoʻemi ʻia nā kauoha, profile alumini,alumini no na puka makani a me na puka,lāʻau kau ʻana o ka lā， hāʻule ka helu hana o nā ʻoihana alumini alumini i ka pule i hala.ʻOiai ʻo ka wikiwiki o ka hana ʻana o ka alumini alumini a me ke kaula alumini i kahi manawa paʻa, akā ʻaʻole ia e hoʻokuʻu i ka hana hope.Hoʻohui pū ʻia me ka waihona waiwai, mai ka lā 24 o Nowemapa, ʻo 518,000 tons ka waihona waiwai electrolytic aluminika kūloko, e hoʻomau ana i ke kūlana hoʻemi ʻana mai ʻOkakopa.Manaʻo ka mea kākau ʻaʻole i alakaʻi ʻia ka waihona waiwai e ka hopena o ka mea kūʻai aku, akā ma muli o ka maikaʻi ʻole o ka lawe ʻana a me ka lohi o ka hōʻea ʻana o nā huahana hale hana alumini.ʻO ke ala a me ka waihona hale hana e lawe mai i ke kaomi hoʻoulu ʻana i ka mākeke alumini i ka wā ma hope.
Ma ke ʻano o ka noi hope, mai Ianuali a ʻOkakopa, ua hōʻea ka hoʻopukapuka ʻana i nā papahana mana mana aupuni i 351,1 biliona yuan, ʻoi aku ka 3% makahiki ma ka makahiki.I ʻOkakopa, ʻo ka hoʻopukapuka ʻana i ka mana mana he 35.7 biliona yuan, ma lalo o 30.9% makahiki ma ka makahiki a ma lalo o 26.7% mahina ma ka mahina.Mai ka hana ana o ka uwea a me ka uwea oihana, me ka hookokoke ana mai o ke kau kau, ua emi mai na kauoha uwea, a e emi malie ana ka nui o ka waiwai ma hope.ʻO ka nui o ka hana ʻana o nā ʻoihana uea a me nā kelepona i Nowemapa e manaʻo ʻia he 80.6%, ma lalo o 0.44% mahina-ma-mahina, a iho i ka 5.49% makahiki-ma-makahiki.Ma ka ʻaoʻao hoʻokahi, ʻoiai ka hopena o ka noi hope o ka home, ua hoʻopaneʻe ka logistic a me ka poloka i ka lawe ʻana a me ka manawa kūʻai.Ma lalo o kēia kāʻei kua, ua lohi ka holomua o ka hana ʻana o ka ʻoihana kelepona;ma ka ʻaoʻao ʻē aʻe, ke kū nei nā ʻoihana kelepona i ke kaomi kapikala i ka hopena o ka makahiki, e hōʻemi ana i ka koi no ke keleawe a me ka alumini.
I ʻOkakopa, ua hōʻike ka hana kaʻa a me ke kūʻai aku i ke kūlana o ka hau a me ke ahi, a ua emi nui nā kaʻa wahie maʻamau, ʻoiai nā kaʻa ikehu hou e hōʻike ana i ka wikiwiki o ka hoʻomohala ʻana, ʻoiai ke kuʻi i kahi moʻolelo kiʻekiʻe.ʻOiai ʻo ke kaomi ʻana i ka mākeke terminal ua emi iki ka lako kaʻa i ʻOkakopa i hoʻohālikelike ʻia me Sepatemaba, ua ulu mau ka hana kaʻa a me ke ʻano kūʻai ma ʻOkakopa i kēlā me kēia makahiki ma muli o ka ikaika mau o ke kulekele hoʻemi ʻauhau kūʻai kaʻa.Manaʻo ʻia ʻo Kina e hōʻea i 27 miliona mau kaʻa i kēia makahiki, ma kahi o 3 pakeneka o ka makahiki ma ka makahiki.No ka makahiki aʻe, inā ʻaʻole i hoʻoholo ʻia ka hoʻomau ʻana o ke kulekele makemake ʻauhau kūʻai wahie kaʻa maʻamau, a e hoʻomaka koke ʻia nā haʻawina kālā kaʻa hou, no laila aia nō kekahi kānalua i ka manaʻo o ka mākeke.
Ma ka laulā, i loko o ka macro kaomi ma laila, ke kuai kuai a koi contradiction easing kāʻei kua, ka mea, ua manaoia ke keleawe a me ka aluminika e hoʻokumu 'ia ma luna o ka laulā o ka oscillation market i ka wā e hiki mai ana.ʻO ke kākoʻo ma lalo o ka ʻaelike nui keleawe o Shanghai ʻo 64200 yuan / ton, ʻo ke kaomi kiʻekiʻe ʻo 67000 yuan / ton;ʻO ka ʻaelike nui alumini Shanghai ʻo 18200 yuan / ton, a ʻo ke kaomi kiʻekiʻe he 19250 yuan / ton.
Ka manawa hoʻouna: Nov-29-2022
