Inzala yokunyuka kulindeleke ukuba yehle, i-aluminiyam ingots yoluntu iqhubekile nokuhla, ixabiso le-aluminiyam lomothuko liphinda libuyele

(1) Ubonelelo: Ngokutsho kwe-Esser Consulting, ngoJuni, ixabiso lokulinganisa ixabiso le-anode ebhakiweyo ngaphambili yefektri enkulu ye-aluminium e-Shandong yehla nge-300 yuan / ton, ixabiso langoku lokutshintshiselana yi-4225 yuan / ton, kunye nexabiso lokuvuma. yi 4260 yuan/toni.

(2) Imfuno: Ngeveki ephelile ngo-Juni 2, iinkampani ezihamba phambili ze-aluminium zasekhaya ezisezantsi zisebenze i-64.1% yamandla, engatshintshiyo kwiveki edlulileyo, ngokweSMM.Iveki kuphela i-aluminiyam ipleyiti yepleyiti yesantya yokusebenza yavuka, icwecwe le-aluminiyam yepleyiti, ireyithi yokusebenza yeprofayili ye-aluminiyam ngemfuno ye-off-season iyancitshiswa.Emva kukaJuni, isiphumo se-off-season savela ngokuthe ngcembe, kwaye iiodolo zepleyiti nganye zibonise ukuhla.

(3) Uluhlu lwempahla: Ukusukela nge-1 kaJuni, uluhlu lwe-LME lwaluyi-578,800 yeetoni, phantsi kwe-0.07,000 yeetoni ngenyanga-ngenyanga.Irisithi yendawo yokugcina impahla yexesha lokugqibela yayiziitoni ezingama-68,900, ukuhla kwemihla ngemihla kwakuyi-0.2,700 yeetoni.SMM aluminiyam ingots warehouse 595,000 iitoni, phantsi 26,000 iitoni ukusuka 29 iintsuku ezidlulileyo.

(4) Uqingqo-maxabiso: Ukusukela nge-1 kaJuni, iprimiyamu yexabiso le-aluminiyam ye-aluminiyam ye-yuan engama-40, usuku ngenyanga phantsi kwe-yuan engama-20.Iindleko eziqikelelwayo ze-aluminiyam ye-electrolytic yi-16,631 yuan/ton, yehla nge-3 yuan ngosuku xa kuthelekiswa nenyanga edlulileyo.Itoni yenzuzo ye-aluminiyam 1769 yuan, usuku - kwinyanga ukuya kwi-113 yuan.

Uhlalutyo olupheleleyo: phesheya, i-US ISM yokuvelisa i-index ye-May yayiyi-46.9, ngaphantsi kokulindela kwe-47, kunye ne-index yentlawulo yexabiso ewela kwi-44.2 ukusuka kwi-53.2, ithuba lokunyuka kwe-25 yesiseko se-Fed ngo-Juni yawela ngaphantsi kwe-50%, ukunyuka kwexabiso. ulindelo lwabuyela kuJulayi, kwaye isalathiso sedola saba phantsi koxinzelelo lokunyusa amaxabiso e-aluminium.Ngaphakathi, i-Caixin yokuvelisa i-PMI iphakame ipesenti ze-1.4 ukuya kwi-50.9 ngoMeyi ukusuka ngo-Epreli, ihluke kwi-PMI yokuvelisa esemthethweni, egxile kakhulu kumashishini amancinci naphakathi athumela ngaphandle, ukunyusa ukuzithemba kweemarike.Ngokubhekiselele kwizinto ezisisiseko, ukuncitshiswa kwe-oxidation kunye nexabiso le-anode liqhuba ixabiso eliqikelelweyo lokunyibilikisa liyehla ngakumbi, kwaye inkxaso yeendleko iyaqhubeka nokuba buthathaka.Uphando olusezantsi lubonisa ukuba ukungabikho kwemfuno kwi-off-season kukhokelela ekwehleni kwee-odolo kwipleyiti nganye.Okwangoku, isiphelo sendawo ye-ingot ye-aluminiyam yawela ngaphantsi kwe-600,000 uphawu, i-market ye-South China iqhubekile imeko yokunqongophala kobonelelo, nokuba umehluko wesiseko esithathu kwinqanaba eliphezulu, ixabiso le-aluminiyam yexesha elifutshane lisekho inkxaso eqinile.Ngexesha eliphakathi, ukuthengiswa kwe-real estate kuphelile kunye nokwakhiwa okutsha buthathaka, iindleko zokunyibilikisa ziyaqhubeka nokuhla, iitoni zenzuzo ye-aluminiyam ukwandisa ubunzima buphezulu, ingcamango emfutshane ye-rebound.


Ixesha lokuposa: Jun-09-2023