Umbiko wanyanga zonke wenkomba yesimo sezulu womkhakha wokuncibilikisa i-Aluminium e-China
Julayi. 2022
Inhlangano ye-China non-ferrou industry
NgoJulayi, inkomba Yesimo Sezulu yemboni yokuncibilikisa i-aluminium e-China yayingu-57.8, yehliswe ngo-1.6% kusukela ngenyanga edlule, kodwa isalokhu isendaweni engenhla "yendawo evamile";Inkomba eyinhlanganisela ehamba phambili yayingu-68.3, yehle ngo-4% kusukela ngenyanga edlule.Sicela ubheke ithebula 1 ngezansi -Inkomba Yesimo Sezulu yemboni yokuncibilikisa i-aluminium yaseChina ezinyangeni eziyi-13 ezedlule:
Ithebula 1. Inkomba Yesimo Sezulu yemboni yokuncibilikisa i-aluminium yaseChina ezinyangeni eziyi-13 ezedlule
| Inyanga | I-Leading coimposite index | Cisigamekoinkomba eyinhlanganisela | Inkomba eyinhlanganisela ye-lag | Climateinkomba |
| Yindlebe2005 =100 | Unyaka ka-2005 = 100 | |||
| Julayi. 2021 | 83.5 | 121.4 | 83.8 | 70.7 |
| Agasti 2021 | 82.2 | 125.1 | 90 | 70.9 |
| Septhemba. 2021 | 81.9 | 129.7 | 95 | 71.2 |
| Okthoba 2021 | 81.6 | 132.8 | 97.6 | 70.5 |
| Nov. 2021 | 80.2 | 137.2 | 97.3 | 68.1 |
| Disemba 2021 | 78.9 | 140.6 | 95.8 | 65.1 |
| Januwari 2022 | 79.2 | 144.6 | 94.5 | 62.5 |
| Februwari 2022 | 81.1 | 148.4 | 94.6 | 62.4 |
| Mashi. 2022 | 82.3 | 152.3 | 96.9 | 62.8 |
| Ephreli 2022 | 80.5 | 156 | 101.4 | 62.3 |
| Meyi.2022 | 76.3 | 160 | 106.9 | 60.8 |
| Juni 2022 | 72.3 | 163.8 | 112 | 59.4 |
| Julayi. 2022 | 68.3 | 167.6 | 115.6 | 57.8 |
ishadi 1 inkomba yesimo sezulu saseChina imboni yokuncibilikisa i-aluminium
Inkomba yesimo sezulu yehla kancane "eNdaweni evamile"
NgoJulayi, inkomba Yesimo Sezulu yemboni yokuncibilikisa i-aluminium e-China yayingu-57.8, yehliswe ngo-1.6% kusukela ngenyanga edlule, kodwa isalokhu isendaweni engenhla "yendawo evamile";Sicela ubheke ishadi 1 ngezansi -inkomba yesimo sezulu semboni yokuncibilikisa i-aluminium yaseChina
| Cha. | Into | 2021 | 2022 | |||||||||||
| Jul | Aug | Sept | Oct | Nov | Dec | Jan | Feb | Mar | Apr | Meyi | Jun | Jul | ||
| 1 | I-LME.Sethiintengo | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 2 | M2 | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 3 | Tinani le-otalukutshalwa kwezimali kuukuncibilika | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 4 | Ukuthengiswa kwezindlu | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 5 | Eukufundisaisizukulwane | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 6 | Oumphumelai-electrolytic aluminium | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 7 | Umphumela we-Alumina | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 8 | Imali engenayo yebhizinisi eliyinhloko | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 9 | Ti-otalinani lenzuzo | O | O | O | O | O | O | O | O | O | O | O | O | O |
| 10 | Isamba senani lokuthunyelwa kwe-extrusioni-ation | O | O | O | O | O | O | O | O | O | O | O | O | O |
| Cukuqonda konkeinkomba yesimo sezulu | O | O | O | O | O | O | O | O | O | O | O | O | O | |
Amazwana: O Ukushisisa;O Ukushisa;O Okuvamile;O Amakhaza;O Overcold
Ithebula 2. ukukhanya kwesignali ye-persperity yemboni yokuncibilikisa i-aluminium yase-China
Kusukela kuThebula 2. ukukhanya kwesignali ye-persperity yemboni yaseChina yokuncibilikisa i-aluminium, singabona ukuthi izinto ezingu-7 ezintweni ezingu-10 ezakha inkomba yesimo sezulu sezimboni, intengo ye-LME aluminium settle, i-M2, inani eliphelele lokutshalwa kwezimali ekuncibilikiseni, okukhiphayo. ye-aluminium ye-electrolytic, imali engenayo yebhizinisi eliyinhloko, inani lenzuzo ephelele kanye nenani eliphelele lokuthekelisa ngaphandle konke kuhlala ngaphakathi kwendawo evamile, izinto ezintathu kuphela ezifana nokuthengiswa kwezindlu ezithengiswayo, ukukhiqizwa kukagesi kanye nokuphuma kwe-alumina d
Rop uye endaweni ebandayo.
Amazwana: inkomba eyinhlanganisela ehamba phambili eluhlaza okwesibhakabhaka;inkomba eyinhlanganisela ebomvu-eyinhlanganisela;I-green-lag composite index
ishadi 2 -ijika lenkomba eyinhlanganisela yemboni yokuncibilikisa yaseChina
Inkomba ehamba phambili eyinhlanganisela yehla kancane
NgoJulayi, inkomba eyinhlanganisela ehamba phambili yayingu-68.3, yehle ngo-4%.Sicela ubheke ishadi 2 -ijika lenkomba eyinhlanganisela yemboni yokuncibilikisa yaseChina.Phakathi kwezinto ezi-5 ezakha inkomba ehamba phambili eyinhlanganisela, kunezinto ezi-4 zehle kusukela ngenyanga edlule ngemva kokulungiswa kwesinongo, isibonelo, intengo ye-LME settle yehle ngo-3.7%, inani eliphelele lokutshalwa kwezimali ekuncibilikeni kwehle ngo-3.5%, i-Real estte ukuthengiswa kwehle ngo-4.9% kwathi ukuphehlwa kukagesi kwehle ngo-0.1%.
ishadi 3 – inkambiso yentengo yentengo enkulu yenkontileka ye-aluminium ye-Shanghai Exchange
Izici zokusebenza ze-Aluminium Industrial kanye nokuhlaziywa kwesimo
NgoJulayi, ukuchuma kwemboni yokuncibilikisa i-aluminium ngokuvamile kwahlala kuyingxenye engaphezulu yesilinganiso esivamile.
Indawo, izici zokusebenza zibonisa kanjena:
1)Intengo ye-aluminium iphinde yakhuphuka ukusuka phansi ngo-Jul. Intengo ye-aluminium iphinde yakhuphuka ngokushaqeka ngemva kokuwa okukhulu engxenyeni yokuqala kaJulayi. futhi yayeka ukwehla futhi yakhuphuka kancane ekupheleni kukaJulayi. Emakethe yamazwe ngamazwe, intengo ye-aluminium yehle futhi ekuqaleni kukaJulayi ngokukhulu ukukhathazeka ngokulindela okuqinile ukuthi i-US Ferderal Reserve izonyusa izinga lenzalo.Futhi intengo ye-aluminium ibuye isuka endaweni ephansi kanti imali ende ingena;Emakethe yasekhaya, intengo ye-aluminium yehla njengoba ubhubhane lwe-covid-19 luphindaphinda futhi umuzwa omfushane ubusa imakethe, ukwehla kwentengo ye-aluminium yehla futhi yenyuka kancane ekupheleni kukaJulayi. Intengo eyinhloko yenkontileka ye-aluminium ye-Shanghai Exchange yehla phakathi kwe-RMB17070-19142 /ton, yehle ngo-RMB610/ton ngenyanga edlule, ngo-3.2% uma kuqhathaniswa nokuphela kukaJuni. sicela ubhekisele eshadini 3 – inkambiso yenani lentengo yenkontileka enkulu ye-aluminium ye-Shanghai Exchange:
rks:umugqa oluhlaza okwesibhakabhaka: okukhipha i-alumina (amathani ayi-10K, kwesobunxele);umugqa obomvu: i-electrolytic aluminium nsuku zonke (10k tons, kwesokudla)
Ishadi 4 – isilinganiso sansuku zonke sokukhishwa kwemikhiqizo yokuncibilikisa i-aluminium
2) Ukukhishwa okuphelele kwe-aluminiyamu ye-electrolytic ne-alumina kwahlala kuzinzile futhi okukhiphayo kwansuku zonke kwanda ngonyaka ngaphambili.Njengoba uhlangothi lokuhlinzeka luqale kabusha kancane kancane ukukhiqiza, ikakhulukazi amandla okukhiqiza esifundazweni sase-Yunan ashesha ukuqalisa kabusha ukukhiqiza, kanye namandla amasha afakwa ekukhiqizeni, ukukhishwa kwe-aluminium electrolytic kwanda kancane kancane.NgoJuni, inani eliphelele lokukhishwa kwe-aluminiyamu ye-electrolytic ngo-Jun. lifinyelele amathani angu-3,391,000, likhuphuke ngo-3.2% ngonyaka ngaphambili;isilinganiso sokukhishwa kwansuku zonke sifinyelele kumathani ayi-113,000, senyuke ngamathani ayi-2,700 ngenyanga edlule, kanye namathani ayi-1,100 ngonyaka ngaphambili.inani eliphelele lokukhishwa kwe-alumina ngo-Jun. lafinyelela kumathani ayi-7,317,000, isilinganiso sokukhishwa kwansuku zonke safinyelela kumathani angu-243,000, senyuke ngamathani angu-20,000 ngenyanga edlule, kanye namathani angu-9,000 ngonyaka ngaphambili.Sicela ubheke Ishadi 4 - isilinganiso sansuku zonke sokukhishwa kwemikhiqizo yokuncibilikisa i-aluminium:
3)Ukusetshenziswa okusobala kwe-aluminium ekhaya kuyanda futhi kwesinye isikhathi kuyehla.Lapho kuqala uJulayi, ubhubhane lwe-Covid-19 eChina lubonakala lusabalele emadolobheni amaningi futhi ngaleyo ndlela lube nomthelela enkathini yokusetshenziswa kwe-aluminium ephezulu kakhulu, izimpawu zesizini ephezulu ziyenzile. angaveli.Noma uhulumeni waseChian wethule ngokulandelana inqubomgomo encomekayo ukukhuthaza ukusetshenziswa.Futhi ukusetshenziswa kukaJulayi kubonakala kuba ngcono, kodwa ukuthuthukiswa bekungabonakali kangako futhi imboni yezindlu nezindlu namanje ayilungile ngokwanele futhi ibambe isidingo esivela ekutholeni.Njengoba kusondela isizini eyisicaba, ijubane lokuthuthukisa isidingo lizolokhu lehla njalo.Uma ubheka inkambu yokusetshenziswa kwe-aluminium eyinhloko, isibonelo, embonini yezindlu ezithengiswayo, ukutshalwa kwezimali kwezindlu zomhlaba wonke ngoJuni kwakuyi-RMB1618.1billion, yehle ngo-8.9% ngonyaka ngaphambili;indawo yaphansi esakhiwayo yehle ngo-2.8% ngonyaka odlule, indawo entsha yokwakha yehle ngo-34.4% kanti indawo yaphansi yokwakha eqediwe yehle ngo-15.3%.Embonini yezimoto, ukukhiqizwa nokuthengisa kukhombisa ukuthi kungcono kunesikhathi esifanayo nesonyaka odlule, ukukhiqizwa nokudayiswa kwezimoto ngoJuni kufinyelele ku-2,455,000 kanye no-2,420,000 ngokulandelana, kwehle ngo-1.8% no-3.3% ngenyanga edlule ngokulandelana, futhi 31.5% kanye no-29.7% ngonyaka ngaphambili ngokulandelana.Ukukhiqizwa kwephrofayili ye-aluminium extrusion ezweni lonke ngoJuni kwaba amathani angu-5,501,000, kwehle ngo-6.7% ngonyaka odlule, kuyilapho ukukhishwa kwe-aluminium alloy ezweni lonke ngoJuni kwaba amathani angu-1,044,000, kukhuphuke ngo-11.2% ngonyaka ngaphambili.
4)Kokubili ukungeniswa kwe-Bauxite kanye nokuthunyelwa kwamanye amazwe kwamaphrofayili e-aluminium extrusion kwehle ngonyaka odlule.Ngenxa yokungatholakali kahle kwe-bauxite e-China kanye nokuvinjelwa kwenqubomgomo yokungenisa nokuthekelisa ngaphandle, ukuhweba kwamanye amazwe kwensiza ye-aluminium kanye ne-electriolytic aluminium kwahlala kunsalela ngaphandle.Mayelana ne-Bauxite, i-China yangenisa amathani angu-9,415,000 e-aluminium ore kanye ne-concentrates yayo ngoJuni, yehle ngo-7.5% ngonyaka odlule;Amaphrofayili e-Aluminium extrusion ahlala eyipharadigm entsha yentuthuko ehlanganisa ukusakazwa okukabili, lapho izimakethe zasekhaya nezaphesheya kwezilwandle ziqinisana zodwa, imakethe yasekhaya iyinsika.Ukuthunyelwa kwamanye amazwe kwemikhiqizo ye-aluminiyamu ne-aluminiyamu engagayiwe ngoJuni kwaba amathani angu-591,000, kwehle ngo-50.5% ngonyaka odlule.
Sekukonke, ngaphansi kombandela wokuthi umnotho kazwelonke uthuthuka ngendlela eqhubekayo, ezinzile futhi ehlelekile, singabikezela ukuthi imboni yokucwecwa kwe-aluminium yaseChina izoqhubeka nokusebenza endaweni evamile esikhathini esizayo.
Isikhathi sokuthumela: Sep-09-2022