Ná mmalite nke Afọ Ọhụrụ dara nke ọma, ọnụ ahịa aluminom n'okpuru nkwado nwere ike ijide?
Mgbe Afọ Ọhụrụ gasịrị na 2023, ọnụahịa aluminom ụlọ dara nke ukwuu, mgbe ọnwa abụọ gachara n'okpuru ahịrị yuan / ton 18000, enwere ike ịnwe nkwado ọnụ ala na nkwado teknụzụ?
Ahịa macro esiwo n'akụkụ amụma gaa n'akụkụ data
N'ịtụle na December dum, na ọdịda nke Federal Reserve ọnụego mmụba na December na mgbakọ nke Domestic Central Economic Work Conference, ọtụtụ ihe dị mkpa macro ihe dị na ahịa ejirila ma jiri nwayọọ nwayọọ gbarie ahịa.Na-ele anya na mmalite nke afọ, nnukwu ahịa ahịa ga-agbanwe site na njedebe amụma na akụkụ data nnukwu.
N'ime ụlọ, PMI n'ichepụta ụlọ na December bụ 47.0%, gbadaa 1.0 pasent site na ọnwa gara aga, nke kachasị ala maka afọ;PMI na-emepụtaghị ihe na December bụ 41.6%, gbadaa 5.1 pasent site na ọnwa gara aga, na-akụkwa ala ọhụrụ maka afọ.Na mmụba nke ọnụ ọgụgụ nke ọrịa na-eru nso na Spring Festival ezumike, ụfọdụ ala nhazi osisi ọbụna banyere ezumike mode tupu oge, na-akpata na PMI index kụrụ a ọhụrụ ala, na-abịa mbupụ data maka December adịghị atụ anya ịrụ kwa. nke ọma.Na mba ofesi, data US na-abụghị nke ugbo kacha ọhụrụ yana data CPI ga-enye ntụzịaka isi maka nzukọ mbụ Fed nke 2023 na njedebe nke Jenụwarị.Ka ọ dị ugbu a, a na-atụ anya na nzukọ nke Fed nke Jenụwarị ga-eme ka ahịa ndị ọrụ US kwụsịlata ka ọ dị jụụ na data onu oriri na-adaba n'ihi iwu mkpali nke Fed na-eme ihe ike na 2022. Na mgbakwunye na ịkwalite ọmụrụ nwa, ahịa ahụ ga-elekwasị anya na nlaazu nke data akụ na ụba US n'afọ a.
Electrolytic aluminumdị kaprofaịlụ aluminom, profaịlụ alumini maka ọnụ ụzọ na windo, oghere mkpuchi elu ụlọ(关键词) na ndị ọzọNdepụta nke ọha n'ime mkpokọta oge
Na Jenụwarị 3,2023, SMM gụpụtara mkpokọta mmekọrịta mmadụ na ụlọ nke aluminom electrolytic site na tọn 561,000, mmụba nke tọn 68,000 site na Tọzdee gara aga.N'ime ụbọchị ezumike nke afọ ọhụrụ, mbata nke aluminom electrolytic mụbara, na nchịkọta nke aluminom ingots na mpaghara ọ bụla nwere ogo dị iche iche, karịsịa mmụba na Wuxi.Site na mpaghara, ngwa ahịa mpaghara Wuxi mụbara site na tọn 31,000, ngụkọta nke ihe karịrị tọn 140,000.Ngụkọta ngwa ahịa dị na mpaghara Gongyi mụbara ihe ruru tọn 100,000;ihe ndị dị n'Oké Osimiri South China mụbara ntakịrị, a ka na-edobekwa ihe ndị ahụ n'ihe dị ka 100,000 tọn.Ọnụ ego nnata ụlọ nkwakọba ihe mpaghara Shandong abawanyela, ngwa ahịa abawanyela.Ngụkọta ọnụ ahịa aluminom electrolytic abawanyela na ton 560,000, ọ bụ ezie na ọ ka dị ala ma e jiri ya tụnyere otu oge ahụ n'afọ gara aga, mana nlele ọnwa na ọnwa, bụ izu 3 n'usoro nke mkpokọta, aluminom ingot ingot abawanye na December ma na-eche ihu. A na-atụ anya na mkpokọta adịghị ike oriri ezumike ga-eji nwayọọ nwayọọ nweta ego.N'ihe gbasara olu ọpụpụ, olu ọpụpụ kwa izu dị ihe dị ka tọn 103,800, tọn 12,700 dị ala karịa ọnwa gara aga.Dị ka nzaghachi ahịa si kwuo, ụfọdụ ahịa ndị dị n'okpuru ala anọwo na ezumike, a na-atụkwa anya na azụmahịa ahịa ahụ ga-adịkwu ọkụ n'oge ikpeazụ.N'ihe gbasara mkpanaka aluminom, na Jenụwarị 3,2023, ọnụ ọgụgụ SMM, ọnụọgụ mkpanaka aluminom nke mpaghara oriri ụlọ bụ tọn 74,300, ma e jiri ya tụnyere tọn 13,400 na Tọzdee gara aga, dịkwa na steeti mkpokọta.
Electrolytic aluminum support support ma ọ bụ ụfọdụ ịkwaga ala
N'ihe gbasara ọnụ ahịa aluminom electrolytic, ọnụ ahịa alumina alaghachila kemgbe Disemba;Ọnụ ahịa coal na-ekpo ọkụ na Mongolia dị n'ime dịka ọmụmaatụ, dara site na yuan / ton 50 na Disemba;na Disemba, ọnụ ahịa benchmark nke anode emechara nke Shandong nnukwu ụlọ ọrụ aluminom electrolytic belatara site na yuan 220 / ton kwa ọnwa.Dabere na data Mysteel, na Nọvemba 2022, ọnụ ahịa zuru oke nke ụlọ ọrụ alumini electrolytic nke China bụ yuan / ton 17,557, uru nke ụlọ ọrụ ahụ dum bụ yuan / ton 1,173.Na December, ọ na-atụ anya na keukwu na-eri nke electrolytic aluminum ga-akpali ubé ala, aluminum prices a gburugburu nke iju ma ọ bụ ọzọ ga-emechi ụlọ ọrụ nkezi akara.
Obere ego ike ma ọ bụ ga-agbaji n'okpuru nkwado teknụzụ
Site na eserese ụbọchị nke isi nkwekọrịta nke aluminom Shanghai, kemgbe mbubreyo July 2022, ọnụahịa nke aluminom Shanghai na-agbadata n'etiti 17,500-19,000 yuan / ton.Afọ ọhụrụ ụbọchị mgbe ụbọchị mbụ nke ọdịda, obere isi ego budata ụba ọnọdụ, net short isi nke net ogologo ọnọdụ uru n'ihu gbasaa.Ọ bụrụ na ọnụ ahịa na-esote na-adaba n'ọnọdụ dị n'okpuru ụbọchị kwa ụbọchị, anụ ọhịa bea emeghị ka ọnọdụ ha belata ma ọ bụ oke ehi emeghị ka ọnọdụ ha dịkwuo elu, na ihe gbasara nke puru omume nke aluminom na-adaba n'okpuru ọkwa nkwado teknụzụ na-abawanye nwayọọ nwayọọ.N'ozuzu, na data macro dara ogbenye na nso nso a na nchịkọta ọha mmadụ na-atụ anya nnukwu mkpokọta, a na-atụ anya na ọnụahịa aluminom ga-enwe nrụgide.Tụkwasị na nke a, nkwado ego na nkwado teknụzụ dị ugbu a na ahịrị 17500 yuan / ton, mana nkwado ọnụ ahịa ugbu a nwere ike ịdịwanye ala, na nkwado teknụzụ na-echekwa ihe ize ndụ nke agbaji;ozugbo agbajiri, nzọụkwụ ọzọ nwere ike ịnwale uru na mfu nke ahịrị 17000 yuan / ton.
Oge nzipu: Jan-10-2023
