Ithimba labacwaningi be-Mysteel aluminium liphenye futhi lalinganisela ukuthi izindleko ezilinganiselwe eziphelele zomkhakha we-aluminium electrolytic waseChina ngo-April 2022 zazingu-17,152 yuan/ton, zikhuphuke ngo-479 yuan/ton uma ziqhathaniswa noMashi. Uma kuqhathaniswa nenani lentengo elimaphakathi lika-21569 yuan/ton ye-Shanghai Iron and Steel Association, yonke imboni yenze inzuzo engu-4417 yuan/ton. Ngo-Ephreli, zonke izinto zezindleko zazixutshwe, phakathi kwazo intengo ye-alumina yehla kakhulu, intengo kagesi yashintsha ezindaweni ezihlukahlukene kodwa ukusebenza okuphelele kwaphakama, futhi intengo ye-anode ephekwe ngaphambili yaqhubeka ikhuphuka. Ngo-April, izindleko nezintengo zaya kolunye uhlangothi, nezindleko zikhuphuka nezintengo zehla, futhi inzuzo emaphakathi yomkhakha yehle ngo-1541 yuan/ton uma kuqhathaniswa noMashi.
U-April ngenxa yobhubhane lwasekhaya lwavela futhi isimo esibi sendawo yasendaweni, kuyo yonke imakethe yemali, inkathi ephakeme evamile ayizange ifike, futhi njengoba ukuwohloka nokuvimbela nokulawula ubhubhane kukhula, abahlanganyeli bemakethe mayelana nokukhathazeka kokukhula komnotho ngonyaka , kuhlanganiswe namandla okukhiqiza i-aluminium ye-electrolytic kanye nokukhishwa okusha kokukhiqiza kusakhula ngesivinini, izintengo ezitholakalayo zikhulu kunesidingo sokungafani kwesakhiwo esingaphansi kobuthakathaka, Lokho, futhi, kuthinta inzuzo yebhizinisi.
Amabhizinisi ka-April electrolytic aluminium kufanele alethe ezawo amanani kagesi asekhaya akhuphukayo, kuyilapho isiqinisekiso senqubomgomo yentengo engaguquki kuyo yonke imboni yamalahle, kodwa ngenxa yesikhungo samandla esizihlinzeka ngokwawo samabhizinisi e-electrolytic aluminium iningi alinawo umyalo omude wokuhlangana, othintwe ukuqubuka kodlame. ezicini zangaphandle ezifana nezokuthutha, ukuphazamiseka kwengozi yomugqa we-daqin, okuhambisana nokwephuzile kwaphinde kwavela ngo-2021, ukukhathazeka nokwenzeka kokushoda kwamalahle, isikhungo samandla esizihlinzekela ngokwaso sesitshalo se-aluminium sikhulisa indawo yokugcina amalahle, ukuthengwa kwamalahle. amanani nawo akhuphuka ngokufanele.
Imininingwane yakamuva evela ku-National Bureau of Statistics ikhombise ukuthi ukukhiqizwa kwamalahle aluhlaza kusukela ngoJanuwari kuya kuNdasa kwaba amathani ayizigidi eziyi-1,083859, kwenyuke ngo-10.3% unyaka nonyaka. NgoMashi, kwakhiqizwa amathani ayizigidi ezingama-396 wamalahle, akhuphuka ngo-14.8% unyaka nonyaka, ngamaphesenti angama-4.5 ngaphezu kukaJanuwari-Februwari. Kusukela ngoNdasa, inqubomgomo yokwandisa ukukhiqizwa nokuhlinzekwa kwamalahle iye yaqiniswa, futhi izifundazwe nezifunda ezinkulu ezikhiqiza amalahle zenze yonke imizamo yokuthola amandla nokwandisa amandla okwandisa ukutholakala kwamalahle. Ngesikhathi esifanayo, ngenxa yokwanda kwamandla aphehlwa ngamanzi nokunye okukhipha amandla ahlanzekile, izimboni zamandla kagesi kanye nabanye abafuna ngamandla amakhulu balawula isivinini sokuthengwa kwempahla. Ngokwezibalo zeMysteel, kusukela ngo-Ephreli 29, inani eliphelele lokugcina amalahle ezindaweni ezingamasampula ezingama-72 zezwe lalingamathani ayizigidi eziyi-10.446, namathani angama-393,000 okusetshenziswa nsuku zonke kanye nezinsuku ezingama-26.6 zezinsuku ezitholakalayo, lenyuke kakhulu lisuka ezinsukwini eziyi-19.7 ocwaningweni ekugcineni. kaMarch.
Uma kucatshangelwa umjikelezo wokuthengwa nokulethwa kwamalahle, ngokuya ngenani lentengo lamalahle elimaphakathi, isilinganiso esilinganiselwe sentengo kagesi ozihlinzekela ngokwaso kuyo yonke imboni ngo-Ephreli sasingu-0.42 yuan/KWH, 0.014 yuan/KWH ngaphezu kwalokho kaMashi. Ngomthamo osebenzisa ugesi ozihlinzekela wona, izindleko zamandla ezimaphakathi zikhuphuke cishe ngo-190 yuan/ton.
Uma kuqhathaniswa noMashi, intengo kagesi ethengiwe yamabhizinisi asekhaya e-electrolytic aluminium inyuke kakhulu ngo-April, futhi izinga lokuthengiselana lokumaketha kwamandla kagesi liye lakhula kakhulu. Intengo kagesi ethengiwe yezinkampani yayingaseyona indlela yokukhiya yenani elilodwa eminyakeni emibili edlule, kodwa yayishintshwa inyanga nenyanga. Kuphinde kube nezici eziningi ezithinta intengo kagesi othengiwe, njengesici sokuxhumanisa ugesi wamalahle wesikhungo sikagesi, isinyathelo senani likagesi esikhokhwa yisikhungo se-aluminium, kanye nokushintshwa kwengxenye yamandla ahlanzekile kugesi othengiwe. Ukusetshenziswa kwamandla okuphezulu okubangelwa ukukhiqizwa okungazinzile kwe-aluminiyamu ye-electrolytic nakho kuyisizathu esiyinhloko sokwenyuka kwezindleko zamandla kwamanye amabhizinisi, njenge-Guangxi ne-Yunnan. Izibalo zocwaningo lwe-Mysteel, ngo-Ephreli amabhizinisi kazwelonke e-electrolytic aluminium azosebenzisa intengo kagesi okhishwayo enesisindo esingu-0.465 yuan/degree, uma kuqhathaniswa noMashi enyuke ngo-0.03 yuan/degree. Ngomthamo wokukhiqiza usebenzisa amandla egridi, ukukhuphuka okumaphakathi kwezindleko zamandla okungaba ngu-400 yuan/ton.
Ngokusho kokubala okuphelele, inani lentengo likagesi elinesisindo somkhakha we-aluminium electrolytic wase-China ngo-April lalingu-0.438 yuan/KWH, 0.02 yuan/KWH ngaphezu kwalokho ka-March. Umkhuba uwukuthi ijubane lokukhishwa kwemisebenzi lizolungiswa njengoba i-inventory yamalahle yezitshalo ze-aluminium iqinisekisiwe. Intengo yamalahle njengamanje ibhekene nezici eziningi ezinomthelela. Ngakolunye uhlangothi, ukuqaliswa komgomo wokuqinisekisa ukuphakelwa kanye nokusimamisa amanani entengo. Ngakolunye uhlangothi, isidingo sikagesi sizokhula nalolu bhubhane, kodwa umnikelo wokuphehlwa ngamanzi uzoqhubeka nokukhula njengoba kuza isizini yemvula. Kodwa-ke, intengo kagesi othengiwe izobhekana nesimo sokwehla. INingizimu-ntshonalanga yeChina ingene enkathini yemvula, futhi intengo kagesi yamabhizinisi e-Yunnan electrolytic aluminium izokwehla kakhulu. Khonamanjalo, amanye amabhizinisi anenani eliphezulu likagesi alwela ukwehlisa intengo kagesi. Sekukonke, izimboni - izindleko zikagesi ezibanzi zizokwehla ngoMeyi.
Amanani e-Alumina kusukela engxenyeni yesibili kaFebhuwari aqala ukwandisa ukwehla, futhi ukwehla kuyo yonke imashi, ngasekupheleni kuka-March ukuzinza okubuthakathaka, kuze kube sekupheleni kuka-April, i-rebound encane, futhi ngo-April electrolytic aluminium umjikelezo wokulinganisa izindleko ubonisa izindleko ze-alumina kakhulu. yehla. Ngenxa yesakhiwo esihlukile sokuhlinzeka kanye nesidingo esifundeni, ukwehla kuhlukile eningizimu nasenyakatho, phakathi kwalokho ukwehla eningizimu-ntshonalanga kungu-110-120 yuan/ton, kanti ukwehla enyakatho kuphakathi kuka-140-160 yuan/ ithani.
Umkhuba ubonisa ukuthi izinga lenzuzo yemboni ye-electrolytic aluminium izoshintsha kakhulu ngoMeyi. Ngokuncipha kwentengo ye-aluminium, amanye amabhizinisi abiza kakhulu angena onqenqemeni lokulahlekelwa kwezindleko.
Isikhathi sokuthumela: May-13-2022