United States na-atụle mmachi na ngwaahịa aluminom Russia, nke kpalitere ọnụ ahịa aluminom London n'otu abalị, yana Shanghai aluminum, ọ bụ ezie na nnọkọ intraday, mana adịghị ike karịa Lun aluminum. ahịa aluminom gbasaara nke ukwuu.Yabụ, kedu ka mmachibido aluminom nke Russia ga-esi metụta ahịa aluminom nke ụlọ na nke mba ọzọ, dị ka profaịlụ china aluminom, windo alumini, ihe mkpuchi alumini na ihe ndị ọzọ?
Dị ka nyocha zuru oke, n'okpuru ndabere nke nsogbu ike nke Europe ugbu a na adịghị ike nke aluminom nke ụlọ ọrụ mmepụta ihe na ihe ndị na-emepụta ihe na-eme ka ọ bụrụ ihe na-adịghị mma, ozugbo a na-emejuputa iwu ahụ, nkwụsị ahịa ahịa ahịa nke aluminom na-esiri ike ịgbakwunye nke ọma, na ugbua. ahịa na-esighi ike nwere ike inwe nsogbu ọzọ.Maka ụlọ, ụlọ ahịa aluminom nke ụlọ na-achọ na-agbanwe agbanwe, mmetụta ahụ dị ntakịrị.N'ịtụ aka na mmetụta mgbanwe mgbanwe ọnụahịa Lun na-adịghị mma gara aga, ndị nyocha na-atụ aro na ụlọ ọrụ ụlọ ka kwesịrị ịṅa ntị iji gbochie ihe ize ndụ nke mgbanwe ọnụahịa.
Mmachi na-akpaghasị ihe ndị aluminom na mba ofesi na-emekarị
A kọrọ na gọọmentị US na-atụle mmachi na mbubata nke Rusal.Nhọrọ nke nhọrọ gọọmentị US na-agụnye mmachibido iwu zuru oke na mbubata nke Russo, na-ebuli ụtụ isi dị elu iji mepụta mmachibido iwu dị irè, ma ọ bụ ịkwado Russo, ka akụkọ ahụ kwuru.Akụkọ ahụ kpalitere nchegbu mba ụwa gbasara mbelata aluminom, na ọdịnihu aluminom bilitere karịa 7% n'otu oge.
N'ezie, n'ime afọ abụọ gara aga, ahịa aluminom zuru ụwa ọnụ na-emetụta ugboro ugboro site na mmachi na nnukwu mgbanwe ndị metụtara ya.N'ịgbaso asịrị nke mmachibido iwu ahụ, London Metal Exchange kwadoro na mbubreyo September na ọ na-atụle mmachibido iwu nke ọla ndị Russia, na-ebuli ọnụ ahịa ígwè ndị metụtara ya na London, na London aluminum dị elu fọrọ nke nta ka ọ bụrụ 8%.Na mbu na 2018, ọnụahịa ahụ ruru pasenti 30 n'oge mmachi nke Treasury megide Rusal.
Russia bụ nke abụọ na ndị na-emepụta aluminom kacha ukwuu na China, na-aza ihe dị ka pasent 5-6 nke aluminom zuru ụwa ọnụ, na ọbụna na US, bụ ihe dị ka pasent 10 nke mbubata aluminom America. nke United States n'August." Gu Fangda, onye isi nyocha na nyocha na Guosen Futures, kwuru na mmachibido aluminom Russia nwere ike inwe mmetụta dị ukwuu na ahịa azụmaahịa aluminom zuru ụwa ọnụ, na-amanye ndị na-azụ ahịa na United States na mba ndị ọzọ ịchọta ọla ndị ọzọ. .
Na mgbakwunye na mmechi nke ụfọdụ smelters mpaghara aluminom n'ihi nsogbu ike nke Europe, yana nkewa mpaghara na enweghị nkwekọrịta nke ahịa mba ofesi kpatara site na mmachi nke Europe na America na Russia, atụmanya ahịa nke nrụpụta aluminom nke mba ofesi na-agbanwe agbanwe. "Na mba ofesi ike nsogbu na ọkọnọ adịghị ike na-egosipụta ndabere, aluminum ụlọ ọrụ yinye, karịsịa mmepụta na azụmahịa njikọ zutere na-enwetụbeghị ụdị ihe ịma aka, n'ihi na Europe na America n'ihu mmachi na Russian metal nwere ike ime ka mpaghara nkewa na ọkọnọ na-achọ mismatch, esenidụt. mgbasa ozi n'efu nke ọnụahịa akụrụngwa metal ma ọ bụ ga-adị elu nke ukwuu, ma na-eweta aluminom nke igwe anaghị agba nchara na-anọchi anya ya ma chọọ 'n'èzí siri ike n'ime rụrụ arụ' 'n'èzí siri ike n'ime adịghị ike' "Mr.Gu kwuru.
Fan Rui, onye isi nyocha nke Guoyuan Futures, kwenyekwara na mmetụta nke mmachi US na Rusal abụghị nke a ga-eleda anya, mana n'ihe gbasara mmetụta a kapịrị ọnụ, enwere ike inwe ọdịiche dị n'etiti obodo na mba ọzọ.Fan Rui kpọmkwem nyocha kwuru na n'ihe gbasara ahịa mba ụwa, site na akụkọ ugbu a, nhọrọ nkwụsị nke US nwere ike ịgụnye nhọrọ atọ, na mmetụta kachasị kpọmkwem bụ na ndị isi aluminom na-ebubata ga-akpachara anya, ma ọ bụ ọbụna na-achọ ihe ndị ọzọ sitere na mba ndị ọzọ. .N'otu oge ahụ, London Metal Exchange ka na-atụle ma a ga-amachibido ọla ndị Russia ka ọ ghara ịbanye na mgbanwe ahụ, na-egbochi inyefe aluminum dị na ụlọ ọrụ dị na mba ụwa ma ọ bụrụ na a mara ọkwa iwu US.Tụkwasị na nke ahụ, ihe ndekọ ego aluminom nke dị ugbu a dị na akụkọ ihe mere eme dị ala, na a na-emejuputa atumatu ụlọ abụọ-carbon, na ndị na-emepụta ihe na Europe na-eche ihe ndị na-enye ume ike na-esighị ike na-arịwanye elu ọnụ ahịa ọkụ eletrik, "M na-atụ egwu na ọ siri ike. gbakwunye oghere ahụ nke ọma n'ime obere oge. "
Wang Xianwei, onye isi nyocha na Citic Construction Investment Futures, kwukwara na ikike mmepụta aluminom nke Russia bụ ihe dị ka pasenti 12 nke mba ofesi, na aluminom electrolytic e rere na United States ruru pasenti 10 nke ahịa ya na 2021. United States na-amachibido ya iwu, ọ ga-enwe mmetụta dị ukwuu na ahia aluminom na Europe na United States, ma mmetụta na ọnụahịa nwere ike ịdị oke.Ọ kọwara na n'otu aka ahụ, a na-ebelata ahịa ahịa nke aluminom nke Russia mgbe esemokwu dị n'etiti Russia na Ukraine gasịrị, na ọchịchọ nke mba ọzọ na-aga n'ihu na-ebelata, ya mere mmetụta na ọnụahịa aluminom dị ntakịrị.
Otú ọ dị, ahịa ka na-enwe ụfọdụ nchegbu banyere nke a, kpọmkwem arụmọrụ na nso nso a ọnụ ọgụgụ buru ibu nke esenidụt aluminum ingot ntụpọ nnyefe, LME atọ atọ pụtara ịrịba mkpokọta.Ụfọdụ ndị na-ejide Rusal na-echegbu onwe ha banyere ebe aka na-esote ihu egwu nke machibido ịzụ ahịa, n'ihi ya, ha na-ahọrọ ịnye ọnụ ọgụgụ buru ibu nke diski LME, iji tụfuo ntụpọ aka. "Mr.Wang Xianwei kwukwara.Data mgbanwe gosikwara na ories aluminum bilitere tonne 15,625 ọzọ na Ọkt. 13, mgbe ọ gbasasịrị karịa 10,000 tonne ụbọchị gara aga, yana ụlọ nkwakọba ihe Klang na-abawanye.
Ihe ngosi profaịlụ siri ike nke china anodized aluminom
Ya mere, mmachibido iwu aluminom ga-emetụta ahịa ụlọ?Ntụle zuru oke, dabere na "nnwere onwe onye ikwu" nke ụlọ ahịa ahịa aluminom na-achọsi ike, mmetụta nke mmachi aluminom nke Russia na ọnụ ahịa aluminom ụlọ nwere ike ọ gaghị apụta ìhè.
Nke mbụ, site n'ahịa mbụ na-echegbu onwe ya banyere ọnụ ọgụgụ dị ukwuu nke nsogbu ụlọ, Shanghai nonferrous metals network (SMM) analysis kwuru na na 2022, anụ ụlọ electrolytic aluminum ji nwayọọ nwayọọ maliteghachi mmepụta, na mbubata window bụ na a mechiri emechi ala.Ọ bụ ezie na Russia na-abụkarị onye na-ebubata ihe dị mkpa nke ingots aluminom nke ụlọ, ma na mgbakwunye nke ikike ịrụ ọrụ ụlọ, ọnụ ọgụgụ nke onwe ya dị elu, ọnụ ahịa aluminom na-adịghị ike ma dị ike, na-ebubata aluminom ingots iji nọgide na-efunahụ, nnukwu ego nke aluminom Russia. banye China eleghị anya, nke anọ nkeji iri na ise ma ọ bụ ka na-ejigide a obere ego nke mbubata
Nke abụọ, site n'echiche nke ụlọ ahịa ahịa aluminom ụlọ, Fan Rui gwara Xinhua Finance na China n'onwe ya bụ onye na-ebubata aluminom kacha ukwuu n'ụwa, na ngwaahịa mgbanwe ụlọ na-akwụsi ike, enwere ikike nchekwa zuru oke iji merie ihe ize ndụ ahịa.
“Nnọkọ na-achọghị nke ụlọ na-achọsi ike na ịdịwanye ike karị, ọkachasị nsogbu ụtụ isi aluminom na-abụghị nke aluminom adịghị ike, yabụ LME aluminom na-abawanye na Shanghai aluminom ọdịnihu buru ibu, mana na-atụle ntiwapụ nke obodo na iyi egwu inye ike, ụfọdụ. nonferrous mmepụta ụlọ ọrụ na-eche ihu mmepụta, na-eri na ịtụ nnyefe ihe isi ike, na anụ ụlọ aluminum inventory bụ na akụkọ ihe mere eme dị ala etoju, investors kwesịrị na October na November nso nnyefe nonferrous contracts nwere ike ịgbanwe contingency atụmatụ, na-atụ aro isi obodo njikwa na ihe ize ndụ akara, njikere ịkwaga na ọnwa na. na-aga n'ihu, belata nke ọma yana iyi egwu nke mmụba mgbanwe ahịa nwere ike ime.” Mr.Gu tụrụ aro.
Oge nzipu: Ọktoba 14-2022