(1) Ukunikezwa: Ngokusho kwe-Esser Consulting, ngo-June, intengo yokubheka yokubhida ye-anode ebhakwe ngaphambilini yefekthri enkulu ye-aluminium eShandong yehle ngo-300 yuan/ton, intengo yamanje yokushintshisana ingu-4225 yuan/ton, kanye nenani lokwamukelwa. yi-4260 yuan/ton.
(2) Isidingo: Ngesonto eliphele ngo-June 2, izinkampani ezihola phambili ze-aluminium ezisebenza ngaphansi komfula zisebenze u-64.1% wamandla, angashintshiwe kusukela ngesonto eledlule, ngokusho kwe-SMM.Iviki kuphela izinga lokusebenza kwepuleti le-aluminium lenyukile, umugqa wepuleti le-aluminium, izinga lokusebenza lephrofayela ye-aluminium linciphile ngesidingo sesizini esingekho.Ngemuva kukaJuni, umphumela we-off-season kancane kancane wavela, futhi ama-oda epuleti ngalinye akhombisa ukwehla.
(3) Uhlu: Kusukela ngomhlaka-1 Juni, uhlu lwe-LME lwalungamathani angu-578,800, phansi amathani angu-0.07,000 ngenyanga nenyanga.Irisidi yokugcina impahla yesikhathi sokugcina yayingamathani angama-68,900, ukwehla kwansuku zonke kwakungamathani ayi-0.2,700.I-SMM aluminium ingots ingots amathani angama-595,000, ehle ngamathani angama-26,000 kusukela ezinsukwini ezingama-29 ezedlule.
(4) Ukulinganisa: Kusukela ngomhlaka-1 Juni, A00 iprimiyamu yentengo ye-aluminium ingot engu-40 yuan, usuku nenyanga ukwehla ngamayuan angama-20.Izindleko ezilinganiselwe ze-electrolytic aluminium ngu-16,631 yuan/ton, zehla ngo-3 yuan ngosuku uma kuqhathaniswa nenyanga edlule.Ithani lenzuzo ye-aluminium engu-1769 yuan, usuku - ku-inyanga phezulu ngama-yuan ayi-113.
Ukuhlaziywa sekukonke: phesheya kwezilwandle, inkomba yokukhiqiza yase-US ISM yangoMeyi yayingama-46.9, ngaphansi kokulindelwe okungu-47, inkomba yezinkokhelo zentengo yehla yaya ku-44.2 isuka ku-53.2, amathuba okukhuphuka kwezinga le-Fed ngamaphoyinti angama-25 ngoJuni lehle ngaphansi kuka-50%, ukukhuphuka kwezinga okulindelwe kwabuyela emuva kuJulayi, futhi inkomba yedola yaba ngaphansi kwengcindezi yokunyusa amanani e-aluminium.Ngaphakathi, i-PMI yokukhiqiza i-Caixin ikhuphuke ngamaphesenti angu-1.4 yafinyelela ku-50.9 ngoMeyi kusukela ngo-Ephreli, ihlukana ne-PMI yokukhiqiza esemthethweni, egxile kakhulu emabhizinisini amancane naphakathi athumela ngaphandle, okuthuthukisa ukuzethemba kwemakethe.Ngokwalokho okubalulekile, ukuncishiswa kwentengo ye-oxidation ne-anode kuqhuba izindleko zokuncibilikisa ezilinganiselwe zehle, futhi nokusekelwa kwezindleko kuyaqhubeka nokuba buthaka.Ucwaningo lwe-downstream lubonisa ukuthi ukuntuleka kwesidingo esikhathini esingekho kuholela ekwehleni kwama-oda epuletini ngalinye.Njengamanje, indawo yokugcina ye-ingot ye-aluminium yehle ngaphansi kwe-600,000 mark, imakethe yaseNingizimu China yaqhubeka nesimo sokushoda kokuhlinzeka, ngisho nomehluko wesisekelo ezintathu endaweni ephakeme kakhulu, intengo ye-aluminium yesikhashana isenokusekelwa okuqinile.Esikhathini esimaphakathi, ukuphela kokuthengiswa kwezindlu ezithengiswayo nokwakhiwa okusha akunamandla, izindleko zokuncibilikisa nazo ziyaqhubeka nokwehla, amathani enzuzo ye-aluminium yokwandisa ubunzima buphezulu, umqondo omfushane wokuphinda ubophe kabusha.
Isikhathi sokuthumela: Jun-09-2023
