Marka loo eego xogta Oriental Fortune Choice, laga bilaabo Luulyo 16, 14 ee 26-ka A-share ee ku taxan shirkadaha soosaarayaasha profile aluminium ee Shiinahaayaa soo saaray saadaasha wax qabad ee qeybtii hore, kuwaas oo 13 ka mid ah ay heleen faa'iido iyo hal lacag oo kaliya ayaa lumay.Marka la barbardhigo isla muddadaas sannadkii hore, 11 shirkadood ayaa gaadhay kobac wanaagsan, kuwaas oo 7 shirkadood oo ay ku jiraan Shenhuo Co., Ltd. iyo Dongyang Sunshine ay kordhiyeen faa'iidadooda saafiga ah in ka badan 100%.
"Qaybkii hore ee sanadka, qiimaha aluminiumku wuxuu ahaa heer aad u sarreeya isla muddadaas sannadihii la soo dhaafay, faa'iidada shirkadaha aluminiumku waxay ahayd mid aad u wanaagsan.Waqtigan xaadirka ah, saadaasha waxqabadka muddada-dhexe ee shirkadaha liiska ku jira ee warshadahan waxay la jaan qaadayaan filashooyinka suuqa."Falanqeeyaha warshadaha non-ferrous ayaa u sheegay wariyaha "Securities Daily" marka loo eego baahida, inkasta oo warshadaha hantida maguurtada ah, oo ah isticmaale dhaqameed weyn oo aluminium ah, uu leeyahay barwaaqo hooseeya, laakiin isticmaalka goobaha baabuurta iyo awoodda ayaa leh. sii waday koritaanka, noqoshada mas'uuliyadda ugu weyn ee kororka baahida aluminium.
Qiimaha aluminiumku wuu sarreeyaa
Tiro shirkado aluminium ah ayaa la filayaa inay kordhiyaan waxqabadkooda
Marka loo eego xogta dadweynaha, tan iyo qeybtii hore ee 2022, cudurku wuxuu si isdaba joog ah kor ugu qaaday kororka isku dhacyada juqraafiyeed, taasoo keentay in qiimaha aluminiumku uu isbedbedesho dhammaanba.Kuwaas waxaa ka mid ah, Shanghai Aluminum ayaa mar kor u kacday 24,020 yuan / ton, oo ku soo dhawaaday rikoor sare;Aluminiumka London xitaa wuxuu ku dhacay heer cusub, ilaa 3,766 US dollars / ton.Qiimaha aluminiumku wuxuu ku socdaa heer aad u sarreeya, shirkado badan oo aluminium ah oo liiska ku jira ayaa soo saaray ogeysiisyo horay u sii kordhaya waxqabadka.
Bishii Luulyo 15, Hongchuang Holdings waxay soo saartay saadaal waxqabad.Waxa la filayaa in ay samayso faa'iido dhan 44.7079 milyan yuan ilaa 58.0689 milyan yuan laga bilaabo Jannaayo ilaa June 2022, iyada oo si guul leh u beddesha khasaaraha faa'iido.Shirkaddu waxay sheegtay in qeybtii hore ee 2022, kor u kaca qiimaha aluminium ee gudaha iyo dibadda, isbedbedelka sarifka ee doorbidaya dhoofinta, hagaajinta qaab dhismeedka badeecada, iyo xoojinta ilaalinta kharashka ayaa fure u ah u beddelashada khasaaraha faa'iido u leh shirkadda.
Bishii Luulyo 12, Shenhuo Co., Ltd. ayaa soo saartay ogeysiis ku saabsan kororka ka hor qeybta hore ee sanadka, waxaana la filayaa in la gaaro faa'iido saafi ah oo ah 4.513 bilyan yuan qeybta hore ee sanadka, sanad- ayaa isbeddelay +20.46% marka la barbardhigo shalay.Sababta koritaanka waxqabadkeeda ayaa ah in marka lagu daro mashruuca 900,000-ton ee Yunnan Shenhuo Aluminum Co., Ltd. uu gaaro wax soo saarka, kor u kaca qiimaha leh ee aluminium electrolytic iyo alaabta dhuxusha ayaa sidoo kale ah arrin muhiim ah.
Falanqeeyayaasha aan soo sheegnay ayaa sheegay in kororka guud ee qiimaha aluminiumku ay inta badan sabab u tahay khalkhalgelinta isku dhacyada juqraafiyeed.Dhinaca kale, waxay saamaysaa sahayda aluminiumka aasaasiga ah, dhinaca kale, waxay kor u qaadaysaa qiimaha tamarta ee Yurub, taasoo keentay kororka qiimaha aluminiumka.Iyadoo ay wado LME, faa'iidooyinka shirkadaha aluminiumka elektiroonigga ah ee gudaha ayaa kor u kacay heer sare.Sida laga soo xigtay qiyaasaha, celceliska faa'iidada halkii ton oo aluminium ah ee warshadaha wakhtigaas ayaa gaadhay ilaa 6,000 yuan, xamaasadda wax-soo-saarka shirkadaha ayaa ahayd mid aad u sareysa, isla mar ahaantaana, dhoofinta alaabooyinka aluminium ee gudaha ayaa la kiciyay.
Si kastaba ha ahaatee, ka dib markii kaydka federaalku uu si xoog leh kor ugu qaaday heerka dulsaarka, oo ay weheliso cudurrada faafa ee soo noqnoqda, labadaba qiimaha aluminiumku wuxuu bilaabay inuu hoos u dhaco.Waxaa ka mid ah, Shanghai aluminium mar ku dhacday 18,600 yuan / ton;Aluminiumka London ayaa hoos ugu dhacay 2,420 US dollar / ton.
Inkastoo ay Aluminium Extrusion Profile Qiimaha qeybtii hore ee sanadka ayaa muujiyay isbeddel kor u kaca marka hore ka dibna hoos u dhaco, faa'iidada guud ee shirkadaha aluminiumku waxay ahayd mid wanaagsan.Fang Yijing, oo ah falanqeeye ka tirsan ururka birta ee Shanghai, ayaa u sheegay wariyaha “Securities Daily”, “Laga bilaabo Jannaayo ilaa Juunyo 2022, celceliska kharashka aluminiumka elektaroonigga ah waa 16,764 yuan / ton, kaas oo la mid ah qiimaha barta Ururka Birta ee Shanghai. aluminium ingots laga bilaabo Janaayo ilaa Juun bishaas.Marka la barbar dhigo celceliska qiimaha 21,406 yuan / ton, celceliska faa'iidada warshadaha oo dhan waa qiyaastii 4,600 yuan / ton, korodhka 548 yuan / ton marka la barbar dhigo isla muddadaas sannadkii hore."
Hoos u dhaca hantida ma guurtada ah
Awoodda baabuurtu waxay noqotay baahida sii kordheysa ee "mas'uuliyadda"
Marka loo eego aragtida suuqa macaamiisha ee aluminium elektrolytka ah ee waddankayga, dhismaha hantida maguurtada ah, gaadiidka iyo korantada korantada ayaa ah saddexda goobood ee ugu muhiimsan, oo xisaabinaya in ka badan 60% wadarta guud.Intaa waxaa dheer, waxaa jira codsiyo ku jira adreeska macaamiisha, baakadaha iyo mashiinada.
Sida laga soo xigtay xogta laga soo xigtay Xafiiska Tirakoobka Qaranka, laga bilaabo Janaayo ilaa May ee sanadkan, maalgashiga horumarinta hantida maguurtada ah ee qaranka wuxuu ahaa 5,213.4 yuan, hoos u dhac sannad kasta ah 4.0%.Baaxadda iibka guryaha ganacsigu waxay ahayd 507.38 milyan oo mitir oo laba jibbaaran, hoos u dhac sannad kasta ah 23.6%.Bedka dhismaha guryaha ee shirkadaha horumarinta hantida ma-guurtada ah wuxuu ahaa 8,315.25 milyan oo mitir oo laba jibbaaran, hoos u dhac sannad kasta ah 1.0%.Bedka cusub ee guryaha la bilaabay waxa uu ahaa 516.28 milyan oo mitir oo laba jibbaaran, hoos 30.6%.Bedka la dhammaystiray ee guryuhu wuxuu ahaa 233.62 milyan mitir oo laba jibbaaran, oo hoos u dhacay 15.3%.Tirakoobyada Mysteel waxay muujinayaan in laga bilaabo Janaayo ilaa Maajo ee sanadkan, wax soo saarka aluminium profiles ayaa wadar ahaan dhan 2.2332 milyan oo tan, hoos u dhac sanadle ah oo ah 50,000 tan.
"In kasta oo saamiga aluminium ee loo isticmaalo dhismaha iyo warshadaha guryaha ay hoos uga dhacday 32% 2016 ilaa 29% sanadka 2021, baahida aluminium ee gaadiidka, korantada korontada, baakadaha iyo meelaha kale ayaa aad u sii kordhaya."Fang Yijing wuxuu aaminsan yahay in, gaar ahaan, ka faa'iidaysiga isbeddelka baabuurta tamarta cusub iyo dhimista miisaanka jidhka waa mid muhiim ah, iyo aluminium gaadiidku waxay sii wadaan inay kor u kacaan, noqdaan xoogga ugu horreeya ee koritaanka baahida aluminium.Marka la eego kobaca joogtada ah, kaabayaasha tamarta cusub ayaa sidoo kale la filayaa in ay awood u yeeshaan, iyo dhismaha sawir-qaadista iyo korantada korantada ayaa laga yaabaa inay kor u qaadaan isticmaalka aluminium ee warshadaha korontada si ay u kordhiyaan si weyn.
Sida laga soo xigtay xogta ay soo saartay Ururka Baabuurta ee Shiinaha dhowr maalmood ka hor, iyada oo la kaashanayo dhammaan dhinacyada, warshadaha baabuurta ayaa ka baxay meeshii ugu hooseysay bishii Abriil, iyada oo 12.117 milyan iyo 12.057 milyan oo wax soo saarka baabuurta iyo iibinta qeybtii hore ee sanadka.Waxaa ka mid ah, wax-soo-saarka wax-soo-saarka iyo iibinta bisha Juun ayaa xitaa ka wanaagsanaa isla muddadaas taariikhda.Wax-soo-saarka iyo iibinta baabuurta ee bisha waxay ahayd 2.499 milyan iyo 2.502 milyan siday u kala horreeyaan, korodhka 29.7% iyo 34.4% bishiiba, iyo korodhka sannad-sannadka 28.2% iyo 23.8%.Gaar ahaan, kororka joogtada ah ee heerka gelitaanka baabuurta tamarta cusub ayaa kicin doonta kobaca degdegga ah ee baahida alaabooyinka aluminiumka.
Capital Securities waxay aaminsan tahay in cadadka aluminium ee loo isticmaalo baabuurta tamarta cusub ee waddankeyga ay gaari doonto 1.08 milyan tan sanadka 2022, koror 380,000 oo tan ah isla muddadaas sannadkii hore.
Baahida aluminium ee warshadaha sawir-qaadista ayaa inta badan loo qaybiyaa laba qaybood: jir iyo bracket.Qadarka aluminium ee loo isticmaalo qaabka sawir-qaadista waxay ku saabsan tahay 13,000 tan/GWh, qadarka aluminium ee loo isticmaalo qalabka sawir-qaadista ee lagu rakibay waa qiyaastii 7,000 tan/GWh.Fang Yijing wuxuu aaminsan yahay in ka hooseeya asalka koritaanka joogtada ah, kaabayaasha tamarta cusub ay ku dadaali doonaan xooggooda.Waxaa lagu qiyaasaa in warshadaha sawir-qaadista ay isticmaali doonaan 3.24 milyan tan oo aluminium ah sanadka 2022, koror sanadle ah oo ah 500,000 tan.
Waqtiga boostada: Agoosto-17-2022