(1) Ukuphakelwa: Ngokusho kwe-Esser Consulting, ngoJuni, intengo yokulinganisa ukubhida ye-anode ebhakiwe kusengaphambili yefektri enkulu ye-aluminium eShandong yehle ngama-yuan angu-300/ton, intengo yokushintshanisa yamanje ingu-4225 yuan/ton, kanti intengo yokwamukela ingu-4260 yuan/ton.
(2) Isidingo: Esontweni eliphele ngomhlaka-2 kuJuni, izinkampani ezihamba phambili zokucubungula i-aluminium zasekhaya ezisebenza ngo-64.1% womthamo, ongashintshile kusukela esontweni eledlule, ngokusho kwe-SMM. Izinga lokusebenza kwepuleti lekhebula le-aluminium kuphela ngesonto likhuphuke, umcu wepuleti le-aluminium, izinga lokusebenza kwephrofayili ye-aluminium ngesidingo sesizini esingaphandle liyancipha. Ngemuva kukaJuni, umphumela wesizini esingaphandle uvele kancane kancane, futhi ama-oda epuleti ngalinye abonise ukuthambekela kokwehla.
(3) Isitoko: Kusukela ngomhlaka-1 kuJuni, isitoko se-LME sasingamathani angu-578,800, sehle ngamathani angu-0.07,000 ngenyanga. Ukwamukelwa kwesitoreji sesikhathi sokugcina kwakungamathani angu-68,900, ukwehla kwansuku zonke kwakungamathani angu-0.2,700. Isitoreji se-SMM aluminium ingots sasingamathani angu-595,000, sehle ngamathani angu-26,000 kusukela ezinsukwini ezingu-29 ezedlule.
(4) Isilinganiso: Kusukela ngomhlaka-1 Juni, intengo ye-aluminium ingot ye-A00 i-premium engu-40 yuan, usuku nosuku kwehle ngo-20 yuan. Izindleko ezilinganisiwe ze-aluminium ye-electrolytic zingu-16,631 yuan/ton, zehla ngama-yuan angu-3 ngosuku uma kuqhathaniswa nenyanga edlule. Inzuzo ye-aluminium engu-1769 yuan, usuku nosuku - ngenyanga - ikhuphuke ngo-113 yuan.
Ukuhlaziywa okuphelele: Kwamanye amazwe, inkomba yokukhiqiza ye-US ISM ngoMeyi yayingu-46.9, ngaphansi kokulindelekile okungu-47, kanti inkomba yokukhokha ngentengo yehle yaya ku-44.2 isuka ku-53.2, amathuba okunyuka kwezinga le-Fed ngamaphuzu angu-25 ngoJuni ehle ngaphansi kuka-50%, ukulindela ukunyuka kwezinga kwahlehlela emuva kuJulayi, kanti inkomba yedola yacindezelwa ukuphakamisa amanani e-aluminium. Ezweni lakithi, i-Caixin manufacturing PMI ikhuphuke ngamaphesenti angu-1.4 yaya ku-50.9 ngoMeyi kusukela ku-Ephreli, ihluka ku-PMI esemthethweni yokukhiqiza, egxile kakhulu emabhizinisini amancane naphakathi athumela kwamanye amazwe, okwandisa ukuzethemba kwemakethe. Ngokuphathelene nezisekelo, ukwehla kwe-oxidation kanye nentengo ye-anode kwehlisa izindleko zokuncibilikisa ezilinganisiwe, futhi ukwesekwa kwezindleko kuyaqhubeka nokuba buthaka. Ucwaningo oluzayo lubonisa ukuthi ukuntuleka kwesidingo ngesikhathi sokuphumula kuholela ekwehleni kwama-oda epuletini ngalinye. Njengamanje, ukuphela kwendawo yesitokwe se-aluminium ingot kwehle ngaphansi kuka-600,000, imakethe yaseNingizimu China iyaqhubeka nokushoda kwempahla, ngisho nomehluko oyisisekelo wezintathu ngokuqhathaniswa, intengo ye-aluminium yesikhashana isese nokusekelwa okuqinile. Esikhathini esiphakathi, ukuphela kokuthengiswa kwezindlu kanye nokwakhiwa okusha kubuthakathaka, izindleko zokuncibilikisa nazo ziyaqhubeka nokwehla, inzuzo enkulu ye-aluminium yokwandisa ubunzima iphezulu, umbono omfushane wokubuyela emuva.
Isikhathi sokuthunyelwe: Juni-09-2023
