Ebe ọ bụ na etitiDecember, enweela ịrị elu dị ịrịba ama na ọnụahịa aluminom, na Shanghai aluminum rebounding fọrọ nke nta ka ọ bụrụ 8.6% site na ala nke 18,190 yuan / ton, na
LME aluminum na-arịgo site na elu nke 2,109 US dollar / ton ruo 2,400 US dollar/ton.N'otu aka, nke a bụ n'ihi mmetụta ịzụ ahịa ahịa nke nwere nchekwube
banyere ọmụrụ nwa nke US Federal Reserve belata atụmanya, na n'aka nke ọzọ, enweela ịrị elu dị elu n'ihi mmụba n'akụkụ ọnụ ahịa nke mbelata mmepụta alumina na-abawanye site na nsogbu Oké Osimiri Uhie.Nke a ịrị elu na Shanghai aluminum agbajiwo site mgbanwe
oke etolitela ihe karịrị otu afọ, yana aluminom LME na-egosi adịghị ike karịa.N'izu gara aga, ka ụfọdụ ndị na-emepụta alumina maliteghachiri
mmepụta, ibelata nchegbu ọkọnọ, ma ọnụ ahịa alumina na aluminom nwetara ntakịrị azụghachi azụ.
1. Ụkọ ọkọnọ Bauxite ore ga-egbochi mwepụta ikike mmepụta Alumina
N'ihe gbasara ore bauxite ụlọ, ọnụ ọgụgụ ogbunigwe na-arụ ọrụ na-adịkarị ala n'oge oyi.Ihe mberede ogbunigwe mere na Shanxi na ngwụcha afọ gara aga mere ka ọtụtụ ogbunigwe n'ime obodo kwụsịtụrụ
mmepụta maka nyocha na nrụzi, na-enweghị atụmanya nke ịmaliteghachi na obere oge.Ogwu Sanmenxia dị na Henan akọpụtabeghị mmalite, yana
mbelata mmepụta ọla na Pingdingshan.Enwere obere ogbunigwe ọhụrụ mepere na Guizhou, a na-atụkwa anya na ọkọnọ bauxite ga-adịgide ruo ogologo oge, nke ga-akwadosi ọnụ ahịa alumina ike.Banyere ore ebubata, mmetụta nke
ụkọ mmanụ ụgbọala n'ihi mgbawa ebe nchekwa mmanụ na Guinea na-aga n'ihu, nke na-egosipụtakwa na ọnụ ahịa mmanụ ọkụ na-efu maka ụlọ ọrụ na-egwupụta akụ na ụbara ọnụ ahịa ibu oké osimiri.
Ugbu a, ọ bụ oge kacha elu maka mbupu ore na Guinea.Dabere na SMM, mbupu alumina ore nke izu gara aga sitere na Guinea ruru nde 2.2555.
mmụba nke tọn 392,900 site na nde tọn 1.8626 nke izu gara aga.Ọnọdụ ahụ siri ike na Oké Osimiri Uhie nwere oke mmetụta na njem ụgbọ njem alumina,
dị ka ihe dị ka pasentị iri asaa nke alumina ọla ndị China na-ebubata si Guinea, na mbupu si Guinea na Australia anaghị agafe n'Oké Osimiri Uhie.
Enwere ike inwe mmetụta na obere akụkụ nke ụgbọ njem alumina sitere na Turkey.
aluminom profaịlụN'ihi ụkọ akụrụngwa alumina na mmachi mmepụta gburugburu ebe obibi, enwere mbelata dị ukwuu na ikike mmepụta alumina na mbụ.Dị ka Aladdin si kwuo, n'ime Fraịde gara aga, ikike ịrụ ọrụ nke alumina dị nde tọn 81.35, yana ọnụ ọgụgụ ọrụ nke 78.7%, nke dị ala karịa ọkwa nkịtị nke 84-87 nde tọn na ọkara nke abụọ nke afọ.Ọnụ ahịa ntụpọ alumina ebiliwo yana ọnụ ahịa ọdịnihu.Fraịdee gara aga, ọnụahịa ntụpọ na mpaghara Henan bụ 3,320 yuan / ton, gbagoro yuan / ton 190 site na izu gara aga.Ọnụ ahịa ntụpọ na mpaghara Shanxi mụbara site na yuan 180 ruo yuan/ton 3,330 ma e jiri ya tụnyere izu gara aga.N'izu gara aga, site na mma ikuku dị n'akụkụ ụfọdụ nke Shandong na Henan na ibuli ịdọ aka ná ntị ihu igwe dị arọ, ọtụtụ ụlọ ọrụ alumina maliteghachiri mmepụta, ọtụtụ n'ime ha bụ ụdị maka nnyefe.Otu nnukwu ụlọ ọrụ dị na mpaghara Shanxi nke belatara ikike mmepụta ya n'ihi nsogbu calcination na-amalitekwa mmepụta, yana ụfọdụ ụlọ ọrụ ndị ọzọ, nke na-egosi na ọnọdụ siri ike maka ngwaahịa ntụpọ alumina n'oge dị mkpirikpi nwere ike imeziwanye.Otú ọ dị, a na-atụ anya na nsogbu nke enweghị mmanụ zuru ezu ga-aga n'ihu na-enye nkwado maka ọnụ ahịa alumina n'oge ọkara.
2. Ọnụ ego na-abawanye na uru maka Aluminom Electrolysis
N'ihe gbasara ego maka electrolysis aluminum, ewezuga ịrị elu dị ịrịba ama na ọnụ ahịa alumina, ọnụ ahịa ọkụ eletrik na soda caustic ka kwụsiri ike.Ná mmalite nke ọnwa, otu ụlọ ọrụ a ma ama na-ebelata ọnụ ahịa ọnụahịa ya maka aluminom fluoride, nke mere ka ọnụ ahịa azụmahịa dị n'ahịa aluminom fluoride belata.N'ozuzu, SMM mere atụmatụ na na mmalite nke January, ngụkọta ego nke aluminum electrolysis ruru banyere 16,600 yuan kwa ton, elu site 320 yuan kwa ton si gburugburu 16,280 yuan kwa ton n'etiti December afọ gara aga.Site na ịrị elu ọnụ ahịa nke aluminom electrolysis n'otu oge, uru maka ụlọ ọrụ aluminom electrolytic ahụwokwa mmụba ụfọdụ.
3. Mbelata dị nta na mmepụta Aluminom Electrolysis na ọkwa dị ala
Dị ka National Bureau of Statistics si kwuo, site na Jenụwarị ruo Nọvemba 2023, mmepụta nke aluminom electrolytic nke China nwetara bụ nde tọn 38, mmụba kwa afọ nke 3.9%.Nsonaazụ na Nọvemba dara ntakịrị ruo nde tọn 3.544, ọkachasị n'ihi mmachi ọkụ eletrik na mpaghara Yunnan.Dị ka Mysteel kọrọ, dị ka nke na njedebe nke November, China e wuru electrolytic aluminum ikike bụ 45.0385 nde tọn, na-arụ ọrụ nke 42.0975 nde ton na ike itinye n'ọrụ ọnụego nke 93.47%, mbelata 2.62% ọnwa kwa ọnwa.N'ọnwa Nọvemba, mbubata nke aluminom raw nke China bụ tọn 194,000, obere obere karịa na Ọktoba, mana ọ ka nọ n'ọkwa dị elu.
Dị ka nke Jenụwarị 5, ngwaahịa aluminom nke Shanghai Futures Exchange bụ tọn 96,637, na-aga n'ihu na-agbada ala ma na-anọgide na ọkwa dị ala ma e jiri ya tụnyere otu oge ahụ na afọ ndị gara aga.Mpempe akwụkwọ ikike ahụ bụ tọn 38,917, na-enye ụfọdụ nkwado maka ọnụ ahịa n'ọdịnihu.Dị ka nke January 4, Mysteel kọrọ na-elekọta mmadụ Ndepụta Ngwaahịa nke electrolytic aluminum bụ 446,000 ton, 11.3 puku tọn ala karịa otu oge n'afọ gara aga, na-egosi na n'ozuzu ụlọ ntụpọ mgbasa na-anọgidesi ike.N'iburu n'uche arụ ọrụ mgbada na-esighị ike tupu Ememme Mmiri na mbelata a na-atụ anya na ngbanwe nke mmiri aluminom site na ụlọ ọrụ aluminom electrolytic, ngwaahịa ingot nke aluminom nwere ike ịbawanye ngwa ngwa na ọkara nke abụọ nke Jenụwarị.Na Jenụwarị 5, ngwaahịa aluminom nke LME guzoro na tọn 558,200, dịtụ elu site na etiti Disemba ya dị ala, mana ka nọ n'ogo dị ala n'ozuzu ya, dị elu karịa otu oge ahụ n'afọ gara aga.Olu nnata ụlọ nkwakọba ihe edebanyere aha bụ tọn 374,300, na-enwe obere mgbake ngwa ngwa.Nkwekọrịta ntụpọ aluminom LME hụrụ ntakịrị contango, na-egosi na ọnye ntụpọ ahụ egosighi nhịahụ dị ukwuu.
4. Ọchịchọ na-adịghị ike tupu afọ ọhụrụ China
Dị ka SMM si kwuo, ka Ụbọchị Afọ Ọhụrụ gachara, ihe nrịbama billet aluminom batara n'ọgbọ nkwakọba ngwa ngwa.N'ihe dị na Jenụwarị 4th, ngwa ahịa ọha mmadụ nke aluminom ruru ton 82,000, mmụba nke tọn 17,900 ma e jiri ya tụnyere Tọzdee gara aga.Ọbịbịa nke ngwongwo n'oge ezumike, ọrụ na-adịghị ike nke ala tupu Afọ Ọhụrụ nke China, na ọnụ ahịa aluminom dị elu nke gbochiri ịzụ ahịa ala, bụ isi ihe kpatara uto ngwa ahịa.N'ime izu mbụ nke 2024, ọnụ ọgụgụ ọrụ nke ụlọ ọrụ profaịlụ aluminom ụlọ na-aga n'ihu na-esighi ike, na 52.7%, yana mbelata izu n'izu nke 2.1%.Ụfọdụ ọnụego mmepụta profaịlụ ụlọ na iwu jụrụ, ebe ndị isi ụlọ ọrụ profaịlụ ụgbọ ala nọgidere na-arụ ọrụ dị elu.Ahịa profaịlụ fotovoltaic chere asọmpi kpụ ọkụ n'ọnụ ihu, na ọnụ ọgụgụ nke iwu gbadara.Site n'echiche njedebe, mbelata mbelata kwa afọ na mpaghara ihe owuwu ọhụrụ na mpaghara ihe owuwu site na Jenụwarị ruo Nọvemba gosipụtara mmụba dị ntakịrị, mana ọnọdụ ire ahịa na njedebe nke ndị ahịa nọgidere na-esighi ike.Na Nọvemba 2023, mmepụta na ire ụgbọ ala China mezuru nde 3.093 na nde 2.97, n'otu n'otu, na-edebanye aha mmụba kwa afọ nke 29.4% na 27.4%, na-egosi mmụba ngwa ngwa.
5. Gburugburu Ebe obibi Macroeconomic Mpụga dị nro
Ụlọ ọrụ Federal Reserve nọgidere na-enwe mmasị na benchmark na-agbanweghị n'oge nzukọ December, na Powell na-ewepụta akara ngosi dovish, na-ekwu na Federal Reserve na-atụle ma na-atụle mbelata ọmụrụ nwa kwesịrị ekwesị, na ohere nke mbelata ọnụego abanyela n'uche.Dị ka atụmanya maka mbelata ọnụego na-ewusi ike, mmetụta ahịa na-anọgide na-enwe nchekwube, ọ dịghịkwa nnukwu ihe na-adịghị mma macroeconomic na-atụ anya na obere oge.Ndekọ nde dollar US laghachiri n'okpuru 101, na mkpụrụ nkekọ US jụkwara.The nkeji si na December nzukọ e bipụtara mgbe e mesịrị adịghị dị ka dovish dị ka echiche nzukọ gara aga, na ezi na-abụghị ugbo data data na December kwadoro echiche na mmachi ego amụma ga-aga n'ihu ruo ogologo oge.Otú ọ dị, nke a adịghị egbochi atụmanya bụ isi nke mbelata ọnụego atọ na 2024. Tupu Afọ Ọhụrụ nke China, ọdịda mberede na ọnọdụ akụ na ụba macroeconomic agaghị eme.PMI n'ichepụta China na Disemba dara site na 0.4% ruo 49%, na-egosi adịghị ike na mmepụta na ihe ngosi chọrọ.N'ime ha, ndepụta iwu ọhụrụ ahụ belatara site na 0.7% ruo 48.7%, na-egosipụta na ntọala maka mgbake akụ na ụba ụlọ ka kwesịrị iwusi ike.
Oge nzipu: Jan-22-2024