Ho latela lintlha tse tsoang ho Oriental Fortune Choice, ho tloha ka la 16 Phupu, tse 14 ho tse 26 tse thathamisitsoeng ka karolo ea A-share ho. baetsi ba profil ea aluminium Chaenaba lokolotse ponelopele ea bona ea tšebetso ea halofo ea pele, eo 13 ea eona e fihletseng phaello mme e le 'ngoe feela e lahlehetsoeng ke chelete.Ha ho bapisoa le nako e tšoanang ea selemo se fetileng, lik'hamphani tsa 11 li ile tsa finyella khōlo e ntle, eo lik'hamphani tsa 7 tse kenyeletsang Shenhuo Co., Ltd. le Dongyang Sunshine li ekelitseng phaello ea bona ea chelete ka ho feta 100%.
"Karolong ea pele ea selemo, theko ea aluminium e ne e le boemong bo phahameng ka nako e tšoanang lilemong tsa morao tjena, 'me phaello ea lik'hamphani tsa aluminium e ne e batla e le ntle.Hajoale, ponelopele ea ts'ebetso ea nako e bohareng ea lik'hamphani tse thathamisitsoeng indastering ena e tsamaellana le litebello tsa 'maraka. ”Setsebi sa indasteri e seng ferrous o ile a bolella motlalehi oa "Securities Daily" hore ho ea ka tlhokahalo, le hoja indasteri ea thekiso ea matlo, eo e leng mosebelisi e moholo oa aluminium, e na le katleho e tlaase, empa tšebeliso ea likoloi le matla e na le katleho e fokolang. e ile ea tsoela pele ho hōla, ea fetoha boikarabelo bo ka sehloohong ba ho eketseha ha tlhokahalo ea aluminium.
Litheko tsa aluminium li phahame haholo
Likhamphani tse 'maloa tsa aluminium li lebelletsoe ho eketsa ts'ebetso ea tsona
Ho latela tlhaiso-leseling ea sechaba, ho tloha halofong ea pele ea 2022, seoa sena se 'nile sa phahamisa keketseho ea likhohlano tsa lipolotiki khafetsa, e leng se ileng sa etsa hore litheko tsa aluminium li fetohe ho ea holimo.Har'a bona, Shanghai Aluminium e kile ea nyolohela ho 24,020 yuan / ton, e atamela rekoto e phahameng;London Aluminium e bile ea otla holimo e ncha, ho fihlela ho lidolara tse 3,766 tsa US / ton.Litheko tsa aluminium li sebetsa ka mokhoa o phahameng, 'me lik'hamphani tse ngata tse thathamisitsoeng tsa aluminium li fane ka liphatlalatso tsa ho eketseha pele ho ts'ebetso.
Ka la 15 Phupu, Hongchuang Holdings e ile ea lokolla ponelopele ea tšebetso.Ho lebelletsoe ho etsa phaello ea li-yuan tse limilione tse 44.7079 ho isa ho li-yuan tse limilione tse 58.0689 ho tloha ka Pherekhong ho isa Phuptjane 2022, ka katleho ho fetola tahlehelo hore e be phaello.Khamphani e boletse hore halofo ea pele ea 2022, ho phahama ha litheko tsa aluminium lapeng le kantle ho naha, ho feto-fetoha ha sekhahla sa phapanyetsano ho rata ho romelloa kantle ho naha, ho ntlafatsa sebopeho sa sehlahisoa, le ho matlafatsa taolo ea litšenyehelo ke linotlolo tsa ho fetola tahlehelo hore e be phaello bakeng sa k'hamphani.
Ka la 12 Phupu, Shenhuo Co., Ltd. e ile ea fana ka tsebiso mabapi le keketseho ea pele ho halofo ea pele ea selemo, 'me e lebelletsoe ho fumana phaello ea li-yuan tse limilione tse likete tse 4.513 halofong ea pele ea selemo, selemo- keketseho ea selemo ka 208.46%.Lebaka la ho hōla ha ts'ebetso ea eona ke hore ho phaella mosebetsing oa lithane tse 900,000 tsa Yunnan Shenhuo Aluminium Co., Ltd. ho fihlela tlhahiso, ho phahama ho hoholo ha theko ea electrolytic aluminium le lihlahisoa tsa mashala le tsona ke ntlha ea bohlokoa.
Bahlahlobisisi ba boletsoeng ka holimo ba boletse hore ho phahama ka kakaretso ha litheko tsa aluminium ho bakoa haholo-holo ke tšitiso ea likhohlano tsa geopolitical.Ka lehlakoreng le leng, e ama phepelo ea aluminium ea mantlha, 'me ka lehlakoreng le leng, e phahamisa litheko tsa matla Europe, e leng se etsang hore ho be le keketseho ea litšenyehelo tsa ho qhibiliha ha aluminium.E tsamaisoa ke LME, phaello ea lik'hamphani tsa aluminium tsa electrolytic tsa malapeng li ile tsa nyolohela boemong bo phahameng.Ho ea ka likhakanyo, karolelano ea phaello ka thane e le 'ngoe ea aluminium indastering ka nako eo e ne e fihlile hoo e ka bang li-yuan tse 6 000,' me cheseho ea tlhahiso ea likhoebo e ne e phahame, 'me ka nako e ts'oanang, ho romela lihlahisoa tsa aluminium tsa malapeng ho ile ha tsosoa.
Leha ho le joalo, ka mor'a hore Federal Reserve e phahamise phaello ea phaello ka mabifi, hammoho le mafu a seoa a malapeng, ka bobeli litheko tsa aluminium li ile tsa qala ho theoha.Har'a bona, aluminium ea Shanghai e kile ea oela ho 18,600 yuan / ton;Aluminium ea London e ile ea oela ho lidolara tse 2,420 tsa US / ton.
Le hoja e Aluminium Extrusion Profile theko halofong ea pele ea selemo e bontšitse mokhoa oa ho nyoloha pele ebe oa theoha, phaello e akaretsang ea likhoebo tsa aluminium e ne e le ntle.Fang Yijing, mohlahlobisisi oa Shanghai Steel Union, o bolelletse moqolotsi oa litaba oa "Securities Daily", "Ho tloha ka Pherekhong ho isa Phuptjane 2022, theko e lekantsoeng ea aluminium ea electrolytic ke 16,764 yuan / ton, e lekanang le theko ea Shanghai Steel Union's. li-ingots tsa aluminium ho tloha ka Pherekhong ho isa Phuptjane khoeling eo.Ha ho bapisoa le theko e tloaelehileng ea 21,406 yuan / ton, phaello e tloaelehileng ea indasteri eohle e ka ba 4,600 yuan / ton, keketseho ea 548 yuan / ton ha e bapisoa le nako e tšoanang selemong se fetileng.
Ho theoha ha thekiso ea matlo
Matla a koloi a fetohile tlhoko e ntseng e eketseha ea "boikarabelo"
Ho ea ka pono ea 'maraka oa bareki oa naha ea heso oa electrolytic aluminium terminal, thekiso ea matlo le meaho, lipalangoang le lisebelisoa tsa motlakase ke likarolo tse tharo tsa bohlokoahali, tse etsang karolo e fetang 60% ea kakaretso.Ntle le moo, ho na le lits'ebetso ho tse tšoarellang bareki, liphutheloana le mochini.
Ho ea ka boitsebiso bo tsoang ho Ofisi ea Sechaba ea Lipalo-palo, ho tloha ka January ho ea ho May selemong sena, letsete la naha ea nts'etsopele ea thekiso ea matlo e ne e le li-yuan tse limilione tse likete tse 5,213.4, ho fokotseha ha selemo le selemo ka 4.0%.Sebaka sa thekiso ea matlo a khoebo e ne e le lisekoere-mithara tse limilione tse 507.38, ho fokotseha ha selemo le selemo ka 23.6%.Sebaka sa kaho ea matlo a likhoebo tsa nts'etsopele ea meaho e ne e le lisekoere-mithara tse limilione tse 8,315.25, phokotso ea selemo le selemo ea 1.0%.Sebaka se sa tsoa qaloa sa matlo e ne e le lisekoere-mithara tse limilione tse 516.28, ho theohile ka 30.6%.Sebaka se phethiloeng sa matlo e ne e le lisekoere-mithara tse limilione tse 233.62, ho theohile ka 15.3%.Lipalo-palo tsa Mysteel li bontša hore ho tloha ka January ho ea ho May selemong sena, tlhahiso ea litlaleho tsa aluminium e ne e le lithane tse limilione tse 2.2332, ho fokotseha ha selemo le selemo ho lithane tse 50,000.
"Le hoja karolo ea aluminium e sebelisoang indastering ea kaho le thekiso ea matlo e theohile ho tloha ho 32% ka 2016 ho ea ho 29% ka 2021, tlhokahalo ea aluminium lipalangoang, lisebelisoa tsa motlakase, ho paka le masimo a mang e ntse e eketseha."Fang Yijing o lumela hore, haholo-holo, ho rua molemo ho Mokhoa oa likoloi tse ncha tsa matla le ho fokotsa boima ba 'mele ke oa bohlokoa,' me aluminium bakeng sa lipalangoang e ntse e phahama, e fetoha matla a ka sehloohong a kholo ea tlhokahalo ea aluminium.Boemong ba khōlo e tsitsitseng, lisebelisoa tse ncha tsa motlakase le tsona li lebeletsoe hore li sebelise matla, 'me ho hahoa ha photovoltaics le marang-rang a matla ho ka khothalletsa tšebeliso ea aluminium indastering ea matla a elektronike ho eketseha haholo.
Ho latela lintlha tse lokollotsoeng ke China Automobile Association matsatsing a 'maloa a fetileng, ka boiteko bo kopaneng ba mekha eohle, indasteri ea likoloi e tsoile maemong a tlase ka Mmesa, ka tlhahiso le thekiso ea likoloi tse limilione tse 12.117 le limilione tse 12.057 halofong ea pele ea selemo.Har'a bona, ts'ebetso ea tlhahiso le thekiso ka June e ne e le molemo ho feta nako e tšoanang historing.Tlhahiso le thekiso ea likoloi ka khoeli e ne e le limilione tse 2.499 le limilione tse 2.502 ka ho latellana, keketseho ea 29.7% le 34.4% khoeli le khoeli, le keketseho ea selemo le selemo ea 28.2% le 23.8%.Haholo-holo, keketseho e tsoelang pele ea sekhahla sa ho kenella ha likoloi tse ncha tsa matla e tla tsamaisa kholo e potlakileng ea tlhokahalo ea lihlahisoa tsa aluminium.
Capital Securities e lumela hore palo ea aluminium e sebelisoang likoloing tse ncha tsa matla a naha ea heso e tla fihla ho lithane tse limilione tse 1.08 ka 2022, e leng keketseho ea lithane tse 380,000 ka nako e tšoanang selemong se fetileng.
Tlhokahalo ea aluminium indastering ea photovoltaic e arotsoe haholo ka likarolo tse peli: foreimi le bracket.Palo ea aluminium e sebelisoang bakeng sa foreimi ea photovoltaic e ka bang 13,000 tons / GWh, 'me palo ea aluminium e sebelisoang bakeng sa bracket e kentsoeng ea photovoltaic e ka bang 7,000 tons / GWh.Fang Yijing o lumela hore tlas'a semelo sa kholo e tsitsitseng, lisebelisoa tse ncha tsa matla li tla sebelisa matla a tsona.Ho hakanngoa hore indasteri ea photovoltaic e tla sebelisa lithane tse limilione tse 3.24 tsa aluminium ka 2022, keketseho ea selemo le selemo ea lithane tse 500,000.
Nako ea poso: Aug-17-2022