Ithimba locwaningo lwe-aluminiyam le-Mysteel liphenye futhi lalinganisela ukuthi isilinganiso esilinganiselwe sezindleko eziphelele zemboni ye-aluminium ye-electrolytic yaseShayina ngo-Ephreli 2022 sasingu-17,152 yuan/ton, okwenyuka ngo-479 yuan/ton uma kuqhathaniswa noMashi. Uma kuqhathaniswa nentengo evamile ye-21569 yuan/ton ye-Shanghai Iron and Steel Association, yonke imboni yenze inzuzo engu-4417 yuan/ton. Ngo-Ephreli, zonke izinto zezindleko zaxutshwa, phakathi kwazo intengo ye-alumina yehla kakhulu, intengo kagesi yehla ezifundeni ezahlukene kodwa ukusebenza okuphelele kwanda, futhi intengo ye-anode ebhakiwe kusengaphambili yaqhubeka nokukhuphuka. Ngo-Ephreli, izindleko namanani ahamba ngendlela ehlukile, ngezindleko zenyuka namanani ehla, kanti inzuzo ejwayelekile yemboni yehla ngo-1541 yuan/ton uma kuqhathaniswa noMashi.
Ngenxa yobhubhane lwasekhaya, kwavela amaphuzu amaningi ka-Ephreli kanye nesimo esibi sendawo, kulo lonke uketshezi lwemakethe, isizini yendabuko ende ayizange ifike, futhi njengoba ukuwohloka nokuvimbela nokulawula ubhubhane kukhula, abahlanganyeli bemakethe bakhathazekile ngokukhula komnotho wonyaka, kuhlangene nomthamo wokukhiqiza we-aluminium kagesi kanye nokukhishwa okusha kokukhiqiza kusashesha, amanani atholakalayo makhulu kunokungalingani kwesidingo kwesakhiwo ngaphansi kobuthakathaka, Lokho, nakho, kuthinta inzuzo yenkampani.
Amabhizinisi e-aluminium kagesi ka-Ephreli kufanele alethe amanani awo kagesi asekhaya akhuphukile, kuyilapho isiqinisekiso senqubomgomo yentengo eqhubekayo kuyo yonke imboni yamalahle, kodwa ngenxa yesitshalo samandla esizihlinzekayo samabhizinisi e-aluminium kagesi iningi alinayo i-oda elide lokuhlangana, elithintekile ukuqubuka kwezici zangaphandle ezifana nokuhamba, ukuphazamiseka kwengozi yomugqa we-daqin, kanye nokwenyuka kwabonakala ngo-2021, ukukhathazeka ngesimo sokuntuleka kwamalahle, isitshalo samandla esizihlinzekayo sesitshalo se-aluminium sandisa izinqolobane zamalahle, amanani okuthenga e-Spot nawo akhuphuke ngokufanele.
Idatha yakamuva evela kwiNational Bureau of Statistics ikhombisile ukuthi umkhiqizo oqongelelekayo wamalahle aluhlaza kusukela ngoJanuwari kuya kuMashi wawungamathani ayizigidi ezingu-1,083859, okwenyuke ngo-10.3% ngonyaka. NgoMashi, kwakhiqizwa amathani ayizigidi ezingu-396 amalahle aluhlaza, okwenyuke ngo-14.8% ngonyaka, amaphuzu angu-4.5% aphezulu kunoJanuwari-Febhuwari. Kusukela ngoMashi, inqubomgomo yokwandisa ukukhiqizwa kwamalahle nokuhlinzekwa kwawo iye yaqiniswa, futhi izifundazwe ezinkulu ezikhiqiza amalahle zenze imizamo yonke yokusebenzisa amandla nokwandisa amandla okwandisa ukuhlinzekwa kwamalahle. Ngesikhathi esifanayo, ngenxa yokwanda kwamandla kagesi angaphansi kwamanzi kanye neminye imikhiqizo yamandla ahlanzekile, izitshalo zamandla kanye nezinye izifunda ezinkulu zilawula ijubane lokuthengwa. Ngokusho kwezibalo zeMysteel, kusukela ngomhlaka-29 Ephreli, inani lokugcina amalahle ezindaweni ezingu-72 zesampula zezwe lalingamathani ayizigidi ezingu-10.446, kanye namathani angu-393,000 okusetshenziswa kwansuku zonke kanye nezinsuku ezingu-26.6 zezinsuku ezitholakalayo, kwanda kakhulu kusukela ezinsukwini ezingu-19.7 ocwaningweni ekupheleni kukaMashi.
Uma sibheka umjikelezo wokuthengwa nokulethwa kwamalahle, ngokwentengo yamalahle yanyanga zonke, isilinganiso sentengo kagesi esizihlinzekile embonini yonke ngo-Ephreli sasingu-0.42 yuan/KWH, okungu-0.014 yuan/KWH ngaphezulu kunesikaMashi. Ngokusebenzisa ugesi ozihlinzekile, isilinganiso sezindleko zamandla sikhuphuke cishe ngama-yuan angu-190/ton.
Uma kuqhathaniswa noMashi, intengo kagesi ethengiwe yamabhizinisi e-aluminium asebenza ngogesi asekhaya ikhuphuke kakhulu ngo-Ephreli, futhi izinga lokuthengiselana kwamandla kagesi emakethe laphakama kakhulu. Intengo kagesi ethengiwe yamabhizinisi yayingaseyona indlela yokukhiya yentengo eyodwa eminyakeni emibili edlule, kodwa yashintsha inyanga nenyanga. Kukhona nezici eziningi ezithinta intengo kagesi ethengiwe, njengesici sokuxhumanisa amalahle kagesi wesitshalo samandla, intengo kagesi yesinyathelo ekhokhwa yisitshalo se-aluminium, kanye noshintsho lwesilinganiso samandla ahlanzekile kugesi othengiwe. Ukusetshenziswa kwamandla aphezulu okubangelwa ukukhiqizwa okungazinzile kwe-aluminium esebenza ngogesi nakho kuyimbangela eyinhloko yokwenyuka kwezindleko zamandla kwamanye amabhizinisi, njengeGuangxi neYunnan. Izibalo zocwaningo lwe-Mysteel, ngo-Ephreli amabhizinisi e-aluminium esebenza ngogesi asebenza ngogesi ojwayelekile ongaphezu kuka-0.465 yuan/degree, uma kuqhathaniswa noMashi kukhuphuke ngo-0.03 yuan/degree. Ngamandla okukhiqiza kusetshenziswa amandla egridi, ukwenyuka okumaphakathi kwezindleko zamandla cishe ngo-400 yuan/ton.
Ngokwezibalo eziphelele, intengo kagesi ephakathi nendawo elinganisiwe embonini ye-aluminium ye-electrolytic yaseShayina ngo-Ephreli yayingu-0.438 yuan/KWH, i-0.02 yuan/KWH iphakeme kunekaMashi. Umkhuba uwukuthi ijubane lokunikezwa kwamandla ngaphandle lizolungiswa njengoba inani lamalahle ezitshalo ze-aluminium liqinisekisiwe. Intengo yamalahle okwamanje ibhekene nezici eziningi ezithonyayo. Ngakolunye uhlangothi, ukusetshenziswa kwenqubomgomo yokuqinisekisa ukuhlinzekwa kanye nokuqinisa amanani. Ngakolunye uhlangothi, isidingo sikagesi sizokhula njengoba ubhubhane luqhubeka, kodwa umnikelo wamandla kagesi uzoqhubeka nokukhula njengoba kufika isizini yemvula. Kodwa-ke, intengo kagesi ethengiwe izobhekana nomkhuba wokwehla. INingizimu-ntshonalanga yeShayina isingene esizini yemvula, futhi intengo kagesi yamabhizinisi e-aluminium ye-electrolytic yaseYunnan izokwehla kakhulu. Okwamanje, amanye amabhizinisi anentengo kagesi ephezulu alwela ngenkuthalo ukunciphisa intengo kagesi. Sekukonke, izindleko zikagesi ezibanzi embonini zizokwehla ngoMeyi.
Amanani e-Alumina kusukela engxenyeni yesibili kaFebhuwari aqala ukwandisa ukwehla, futhi ukwehla kulo lonke uMashi, ekupheleni kukaMashi ukuzinza okubuthakathaka, kuze kube sekupheleni kuka-Ephreli, ukubuya okuncane, kanti ngo-Ephreli umjikelezo wokulinganisa izindleko ze-aluminium electrolytic ubonisa ukuthi izindleko ze-alumina zehle kakhulu. Ngenxa yesakhiwo esihlukile sokuhlinzeka kanye nesidingo esifundeni, ukwehla kuhlukile eningizimu nasenyakatho, phakathi kwazo ukwehla eningizimu-ntshonalanga kungu-110-120 yuan/ton, kanti ukwehla enyakatho kuphakathi kuka-140-160 yuan/ton.
Lo mkhuba ubonisa ukuthi izinga lenzuzo embonini ye-aluminium ye-electrolytic lizoshintsha kakhulu ngoMeyi. Njengoba intengo ye-aluminium yehla, amanye amabhizinisi abiza kakhulu angena onqenqemeni lokulahlekelwa yizindleko eziphelele.
Isikhathi sokuthunyelwe: Meyi-13-2022