(1) Ubonelelo: Ngokutsho kwe-Esser Consulting, ngoJuni, ixabiso lokulinganisa ixabiso le-anode ebhakiweyo kwangaphambili yefektri enkulu ye-aluminium eShandong lehle ngama-300 yuan/ton, ixabiso lokutshintshiselana ngoku yi-4225 yuan/ton, kwaye ixabiso lokwamkelwa yi-4260 yuan/ton.
(2) Imfuno: Kwiveki ephele ngomhla wesi-2 kuJuni, iinkampani eziphambili zokucubungula i-aluminium zasekhaya zisebenze ngama-64.1% omthamo, ongatshintshanga kwiveki ephelileyo, ngokutsho kwe-SMM. Isantya sokusebenza kwepleyiti yekhebula ye-aluminium kuphela kwiveki sinyukile, umcu wepleyiti ye-aluminium, isantya sokusebenza kweprofayili ye-aluminium ngemfuno yexesha elingekho kwixesha lonyaka sinciphile. Emva kukaJuni, isiphumo sexesha elingekho kwixesha lonyaka sibonakale kancinci kancinci, kwaye imiyalelo yepleyiti nganye ibonise umkhwa wokuhla.
(3) Uluhlu: Ukususela nge-1 kaJuni, uluhlu lwempahla lwe-LME beluyi-578,800 tons, luhle nge-0.07,000 tons ngenyanga. Imali efunyenweyo kwindawo yokugcina impahla yexesha elidlulileyo yayiziitoni ezingama-68,900, ukwehla kwemihla ngemihla yayiziitoni ezingama-0.2,700. Indawo yokugcina impahla ye-SMM aluminium ingots yayiziitoni ezingama-595,000, luhle nge-26,000 tons ukusuka kwiintsuku ezingama-29 ezidlulileyo.
(4) Ixabiso: Ukususela nge-1 kaJuni, ixabiso le-aluminium ingot ye-A00 linyuke nge-40 yuan, usuku nosuku inyanga inyuke nge-20 yuan. Ixabiso eliqikelelweyo le-aluminium ye-electrolytic yi-16,631 yuan/ton, lehla nge-3 yuan ngosuku xa kuthelekiswa nenyanga edlulileyo. Inzuzo ye-aluminium yi-1769 yuan, usuku nosuku - inyanga inyuke nge-113 yuan.
Uhlalutyo olupheleleyo: Ngaphesheya, isalathisi sokwenziwa kwe-ISM sase-US ngoMeyi sasiyi-46.9, ngaphantsi kokulindelekileyo kwe-47, kunye nesalathisi sentlawulo yamaxabiso sehla saya kwi-44.2 ukusuka kwi-53.2, amathuba okunyuka kwesantya seFed ngama-25 basis point ngoJuni ehle ngaphantsi kwe-50%, ulindelo lokunyuka kwesantya lubuyele kuJulayi, kwaye isalathisi sedola saba phantsi koxinzelelo lokuphakamisa amaxabiso e-aluminium. Ngaphakathi, i-Caixin manufacturing PMI inyuke ngamanqaku eepesenti ayi-1.4 ukuya kwi-50.9 ngoMeyi ukusukela ku-Epreli, yahluka kwi-PMI esemthethweni yokwenziwa, egxile kakhulu kumashishini amancinci naphakathi athumela ngaphandle, inyusa ukuzithemba kwimarike. Ngokweziseko, ukunciphisa i-oxidation kunye nexabiso le-anode kunyusa ixabiso eliqikelelweyo lokunyibilikisa, kwaye inkxaso yeendleko iyaqhubeka nokuba buthathaka. Uphando olusezantsi lubonisa ukuba ukungabikho kwemfuno ngexesha lokungabikho kwexesha kukhokelela ekwehleni kwee-odolo kwipleyiti nganye. Okwangoku, isiphelo sendawo ye-aluminium ingot siwile ngaphantsi kwe-600,000, imeko yokunqongophala kwempahla emarikeni yaseMzantsi China iyaqhubeka, nangona umahluko wesiseko sesithathu uphezulu, ixabiso le-aluminium elifutshane lisenenkxaso enamandla. Kwixesha eliphakathi, ukuthengiswa kwezindlu kunye nokwakhiwa okutsha kubuthathaka, iindleko zokunyibilikisa nazo ziyaqhubeka nokuhla, inzuzo ye-aluminium eninzi yokwandisa ubunzima iphezulu, ingcamango emfutshane yokubuyela umva.
Ixesha lokuthumela: Juni-09-2023
