English
  • youtube
  • linkedin
  • Facebook
  • Twitter

Makhalidwe a Opaleshoni ya Aluminium Industrial and situation analysis

Lipoti la mwezi uliwonse lazanyengo la Aluminium smelting indistry ku China
Jul. 2022
Mgwirizano wamakampani a China non-ferrou

Mu July, Climate index of aluminium smelting industry ku China inali 57.8, yotsika ndi 1.6% kuyambira mwezi watha, koma idakali kumtunda kwa "zone yodziwika bwino";Mndandanda wotsogola wotsogola unali 68.3, udatsika ndi 4% kuyambira mwezi watha.Chonde onani zomwe zili m'munsimu -Climate index of China aluminium smelting industry ya miyezi 13 yapitayi:

Table 1. Climate index of China aluminium smelting industry ya miyezi 13 yapitayi

Mwezi Leading composite index Cchochitikacomposite index Lag kompositi index Climateindex
    Ykhutu2005 = 100 Chaka cha 2005 = 100  
Jul. 2021 83.5 121.4 83.8 70.7
Aug. 2021 82.2 125.1 90 70.9
Sept. 2021 81.9 129.7 95 71.2
Oct. 2021 81.6 132.8 97.6 70.5
Nov. 2021 80.2 137.2 97.3 68.1
Dec. 2021 78.9 140.6 95.8 65.1
Jan. 2022 79.2 144.6 94.5 62.5
Feb. 2022 81.1 148.4 94.6 62.4
Marichi 2022 82.3 152.3 96.9 62.8
Epulo 2022 80.5 156 101.4 62.3
Mayi.2022 76.3 160 106.9 60.8
Jun. 2022 72.3 163.8 112 59.4
Jul. 2022 68.3 167.6 115.6 57.8

 

nkhani10

tchati 1 momwe zinthu zikuyendera pa Climate index of China aluminium smelting industry

Mlozera wanyengo watsika pang'ono mu "normal Zone"

Mu July, Climate index of aluminium smelting industry ku China inali 57.8, yotsika ndi 1.6% kuyambira mwezi watha, koma idakali kumtunda kwa "zone yodziwika bwino";Chonde onani tchati 1 m'munsimu -mndandanda wa Climate index of China aluminium smelting industry

Ayi. Kanthu 2021 2022
    Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr Mayi Jun Jul
1 LME ndi.Settlemtengo 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 Total kuchuluka kwaInvestment mukusungunuka O O O O O O O O O O O O O
4 Kugulitsa nyumba O O O O O O O O O O O O O
5 Emaphunzirom'badwo O O O O O O O O O O O O O
6 Okutulutsandi electrolytic aluminiyamu O O O O O O O O O O O O O
7 Kutulutsa kwa Alumina O O O O O O O O O O O O O
8 Ndalama zazikulu zamabizinesi O O O O O O O O O O O O O
9 Totalkuchuluka kwa phindu O O O O O O O O O O O O O
10 Chiwerengero chonse cha extrusion exportation O O O O O O O O O O O O O
  Czonsenyengo index O O O O O O O O O O O O O

 

Ndemanga: O Kutentha kwambiri;O Kutentha;O Mwachizolowezi;O Kuzizira;O Overcold
Table 2. mphamvu chizindikiro kuwala kwa China zotayidwa smelting makampani

Kuchokera pa Table 2. Kuwala kwa chizindikiro cha persperity ku China aluminium smelting industry, tikhoza kuona kuti zinthu za 7 mwa zinthu za 10 zomwe zimapanga ndondomeko ya nyengo ya mafakitale, LME aluminiyamu yokhazikika mtengo, M2, ndalama zonse zosungunulira, zotulutsa. aluminiyamu ya electrolytic, ndalama zazikulu zamabizinesi, kuchuluka kwa phindu ndi kuchuluka kwa kutumizira kunja zonse zimakhala m'malo abwinobwino, zinthu zitatu zokha monga kugulitsa nyumba, kupanga magetsi ndi kutulutsa kwa alumina d
Pitani ku malo ozizira.

nkhani12

Ndemanga: buluu wotsogola wophatikizika index;red-coincident composite index;Green-lag kompositi index
tchati 2 -mzere wokhotakhota wamakampani osungunula aku China

Mlozera wotsogola wa kompositi umatsika pang'ono

Mu Julayi, mndandanda wotsogola wotsogola unali 68.3, unatsika ndi 4%.Chonde onani tchati 2 -mzere wokhotakhota wamakampani osungunula aku China.Pakati pa zinthu 5 zomwe zimapanga mndandanda wotsogola, pali zinthu 4 zomwe zatsika kuchokera mwezi watha pambuyo pa kusintha kwa zokometsera, mwachitsanzo, mtengo wa LME watsika ndi 3.7%, ndalama zonse zosungunula zatsika ndi 3.5%, Real estte. malonda adatsika ndi 4.9% ndipo kupanga magetsi kudatsika ndi 0.1%.

nkhani16

tchati 3 - mtengo wamtengo wamtengo wapatali wa aluminiyamu wopangidwa ndi Shanghai Exchange

Makhalidwe a Opaleshoni ya Aluminium Industrial and situation analysis

Mu Julayi, kukhazikika kwamakampani osungunula aluminiyamu nthawi zambiri kumakhalabe kumtunda kwanthawi zonse.
Zone, mawonekedwe ogwirira ntchito akuwonetsa pansipa:

1) Mtengo wa aluminiyumu unabwereranso kuchokera pansi mu Jul. Mtengo wa aluminiyumu unabwereranso modzidzimutsa pambuyo pa kugwa kwakukulu mu theka loyamba la Julayi. komanso koyambirira kwa Jul ndikukhudzidwa kwakukulu ndikuyembekeza kwakukulu kuti US Ferderal Reserve idzawonjezera chiwongola dzanja.Ndipo mtengo wa aluminiyumu ukukwera kuchokera pamalo otsika ndi likulu lalitali likuyenda mkati;Pamsika wapakhomo, mtengo wa aluminiyamu unatsika pamene miliri ya covid-19 inabwerezedwa mobwerezabwereza ndipo malingaliro afupiafupi ankalamulira msika, mtengo wa aluminiyumu unatsika ndikuwonjezeka pang'ono kumapeto kwa Julayi. /ton, yatsitsidwa ndi RMB610/tani pamwezi m'mbuyomo, 3.2% kumapeto kwa Juni.

nkhani1

rks: mzere wabuluu: zotulutsa za alumina (matani 10K, kumanzere);mzere wofiira: aluminiyamu ya electrolytic tsiku lililonse (matani 10k, kumanja)
Tchati 4 - pafupifupi tsiku lililonse kutulutsa kwa aluminiyamu yosungunula

2) Kutulutsa kwathunthu kwa aluminiyumu ya electrolytic ndi aluminiyamu kunakhalabe kosasunthika ndipo kutulutsa tsiku ndi tsiku kumawonjezeka ndi chaka m'mbuyomo.Ndi gawo loperekera pang'onopang'ono linayambiranso kupanga, makamaka mphamvu yopangira m'chigawo cha Yunan idafulumizitsa kuyambiranso kupanga, kuphatikiza mphamvu zatsopano zomwe zidapangidwa, kutulutsa kwa aluminiyumu ya electrolytic pang'onopang'ono kunakula.Mu Jun, kuchuluka kwa aluminiyumu ya electrolytic mu Jun.avareji yotulutsa tsiku lililonse idafika matani 113,000, idakwera ndi matani 2,700 pamwezi m'mbuyomu, ndi matani 1,100 pachaka.okwana linanena bungwe aluminiyamu mu Jun. anafika matani 7,317,000, pafupifupi tsiku linanena bungwe anafika 243,000 matani, kuchuluka ndi 20,000 matani mwezi erlier, ndi matani 9,000 ndi chaka kale.Chonde onani Tchati 4 - avareji yatsiku ndi tsiku ya zinthu zosungunulira aluminiyamu:

3) Kugwiritsidwa ntchito kwa aluminiyamu m'nyumba kumawonjezeka ndipo nthawi zina kumachepa. Ikafika mu Julayi, miliri ya Covid-19 ku China ikuwoneka kuti ikubalalika m'mizinda yambiri ndipo motero imakhudza nyengo yogwiritsa ntchito aluminiyamu pachimake, zizindikiro za nyengo yayikulu zidachitika. osawoneka.Ngakhale boma la Chian lidabweretsa motsatizana mfundo zingapo zabwino zolimbikitsa kumwa.Ndipo comsumption mu July akuwoneka kuti akukhala bwino, koma kusintha sikunali koonekeratu ndipo malonda ogulitsa nyumba akadali osakwanira ndikusunga zofunikira kuchokera ku receovery.Pamene ikufika ku nyengo yosalala, mayendedwe owongolera kufunikira kwawo akucheperachepera.Ngati tiyang'ana pa malo ogwiritsira ntchito aluminiyamu, mwachitsanzo, m'makampani ogulitsa nyumba, ndalama zapadziko lonse mu June zinali RMB1618.1billion, zatsika ndi 8.9% chaka chapitacho;Malo apansi omwe akumangidwawo adatsika ndi 2.8% pofika chaka chapitacho, malo atsopano omangawo adatsika ndi 34.4% ndipo malo omaliza omangawo adatsika ndi 15.3%.M'makampani opanga magalimoto, kupanga ndi kugulitsa kukuwonetsa kuti kuli bwino kuposa nthawi yomwe chaka chatha, kupanga ndi kugulitsa magalimoto mu June kudafika 2,455,000 ndi 2,420,000 motsatana, kutsika ndi 1.8% ndi 3.3% pamwezi motsatana, ndikuwonjezeka ndi 31.5% ndi 29.7% ndi chaka chapitacho.Kutulutsa kwapadziko lonse kwa mbiri ya aluminiyamu mu June kunali matani 5,501,000, kutsika ndi 6.7% pofika chaka chapitacho, pomwe dziko lonse lapansi la aluminiyamu aloyi mu June anali matani 1,044,000, adakwera ndi 11.2% pofika chaka.
4) Kutumiza kunja kwa Bauxite ndi kutumiza kunja kwa aluminiyamu extrusion profiles kudatsika ndi chaka chapitacho.Chifukwa cha kuperewera kwa bauxite ku China komanso kuletsedwa kwa malamulo otumiza ndi kutumiza kunja, malonda amtundu wa aluminiyamu ndi aluminiyamu ya electrolytic adakhalabe kunja.Pankhani ya Bauxite, China idaitanitsa matani a 9,415,000 a aluminiyamu ore ndipo amaika mu June, adatsika ndi 7.5% chaka chapitacho;Mbiri za aluminiyamu zowonjezera zidakhalabe zatsopano zachitukuko zokhala ndi kufalikira kwapawiri, momwe misika yapakhomo ndi yakunja imalimbitsana, ndipo msika wapakhomo ndiwofunikira kwambiri.Kutumiza kunja kwa aluminiyamu ndi zinthu za aluminiyamu zomwe sizinapangidwe mu June zinali matani 591,000, zomwe zidatsitsidwa ndi 50.5% pofika chaka.

Ponseponse, potengera kuti chuma cha dziko chikukula mokhazikika, chokhazikika komanso chogwirizana, titha kulosera kuti makampani opanga ma aluminiyamu aku China azigwirabe ntchito m'malo abwino kwa nthawi yomwe ikubwera.

Nthawi yotumiza: Sep-09-2022
Dinani Enter kuti mufufuze kapena ESC kuti mutseke