Likhamphani tse ngata tsa aluminium "li fapanyetsana" ho fokotsa matla le ho fokotsa tlhahiso, 'me phepelo ea aluminium ea electrolytic ea tšoenya.

Kamora ho fokotseha le ho koaloa ha likhoebo tsa aluminium tsa electrolytic Sichuan, Chongqing le libakeng tse ling ka lebaka la ho khaoha ha motlakase, electrolyticbaetsi ba profil ea aluminium Chaena li boetse li fokolitse tlhahiso ka lebaka la ho khaoha ha motlakase.

Ba anngoe ke sena, theko ea bokamoso ba aluminium ea Shanghai e ile ea phahama.Datayes, boitsebiso ba puisano, bo bontšitse hore ha e le haufi le September 15, theko e ka sehloohong ea konteraka ea bokamoso ba aluminium ea Shanghai e koetsoe 215 yuan ho ea ho 18,880 yuan / ton;Litheko tsa bokamoso ba LME tsa aluminium li qalile ho nyoloha ho tloha maemong a tlase, ho 9 E ile ea ama $2,344/ton ka la 13 Hlakubele, e nyoloha ka matsatsi a 4 a latellanang a khoebo.

Ka la 14 Loetse, Shenhuo Co., Ltd. e phatlalalitse hore motlatsi oa eona o ts'oereng Yunnan Shenhuo Aluminium Co., Ltd. o fumane puisano ho tsoa lefapheng la phepelo ea motlakase Wenshan.Ho tloha ka la 10 Loetse, e tla tsamaisa taolo ea matla ka ho koala tanka, 'me e tla fetola mojaro oa motlakase boemong bo tlase pele ho la 12.Ka li-kilowatts tse limilione tse 1.389, mojaro oa motlakase o tla fetoloa hore o se ke oa feta li-kilowatts tse limilione tse 1.316 pele ho la 14 Loetse.

Letsatsi pele ho moo, Yunnan Aluminium Co., Ltd. e boetse e phatlalalitse hore ho tloha ka la 10 Loetse, k'hamphani le likhoebo tsa eona tse tlase tsa aluminium tsa electrolytic li tla tsamaisa matla ka ho koala tanka, 'me mojaro oa motlakase o tla fokotseha ka 10% pele ho la 14. .

Ho elella bofelong ba Phato, litlhoko tsa ho fokotsa matla Profinseng ea Sichuan li ile tsa ntlafatsoa hape, tse hlokang hore likhoebo tsohle tsa aluminium tsa electrolytic li emise tlhahiso.

Mabapi le lik'hamphani tse thathamisitsoeng, Indasteri ea Zhongfu e phatlalalitse ka Phato 15 hore matla a mang a tlhahiso ea setsi sa eona sa tlatsetso sa Guangyuan City Linfeng Aluminium and Electric Co., Ltd. le karolo ea eona e ka tlase ho Guangyuan Zhongfu High Precision Aluminium Co., Ltd. e tla emisoa beke kaofela. ho tloha ka August 14. Leano la bobeli la ho fokotsa matla le amme tlhahiso ea aluminium ea electrolytic ho limela tse peli tse boletsoeng ka holimo ka lithane tse ka bang 7,300 le 5,600 ka ho latellana.Ho hakanngoa hore kakaretso ea phaello e hlahisoang ke k'hamphani e thathamisitsoeng e tla fokotseha ka li-yuan tse ka bang limilione tse 78.

Ka kakaretso, potoloho e fetileng ea ho khaoha ha motlakase e bile le tšusumetso e kholo ho matla a tlhahiso ea aluminium ea electrolytic Profinseng ea Sichuan.Ho ea ka lipalo-palo tsa SMM, mafelong a Phuptjane, matla a ho sebetsa a aluminium ea electrolytic Profinseng ea Sichuan e ne e le lithane tse 1 milione.E anngoe ke khaello ea motlakase, e ile ea qala ho lokolla pontšo ea ho fokotsa mojaro le ho lumella motlakase ho batho ho tloha bohareng ba July, 'me ea thekesela le ho qoba litlhōrō ka boeona.Kamora ho kena ka Phato, boemo ba phepelo ea motlakase bo ile ba mpefala le ho feta, 'me tekanyo ea phokotso ea tlhahiso ea limela tsa aluminium e ile ea atoloha.

Phokotso e kopaneng ea tlhahiso ea aluminium ea electrolytic Yunnan lekhetlong lena, ho latela bahlahlobisisi ba indasteri, e kanna ea amana le phokotso ea Yunnan Hydropower ho fehlang matla ka lebaka la boemo ba leholimo, boemo ba leholimo le lintlha tse ling.

Ho ea ka tlhahlobo ea Galaxy Securities Research Report, ho tloha ka July, Yunnan e 'nile ea tsoela pele ho ba le mocheso o phahameng, komello, le pula e nyenyane,' me palo ea metsi a phallang e theohile haholo.E haufi le ho kena nakong ea komello Yunnan.

Ho latela tlhaiso-leseling ea sechaba, ho na le likhoebo tse kholo tse 'ne tse kholo tsa electrolytic aluminium profinseng ea Yunnan, e leng Yunnan Aluminium Co., Ltd., Yunnan Shenhuo, Yunnan Hongtai New Materials Co., Ltd., e leng setsi sa k'hamphani e thathamisitsoeng Hong Kong China. Hongqiao, le Yunnan Qiya Metal Co., Ltd.

Lipalopalo tsa SMM li bontša hore ho tloha qalong ea Loetse selemong sena, aluminium ea electrolytic Profinseng ea Yunnan e hahile matla a tlhahiso ea lithane tse limilione tse 5.61 le matla a ho sebetsa a lithane tse limilione tse 5.218, e leng karolo ea 12,8% ea kakaretso ea ts'ebetso ea naha.Le hoja limela tse ngata tsa aluminium Yunnan li sa tsoa arabela tsamaisong ea tšebeliso ea matla sebakeng seo 'me li emisa tlhahiso ka hoo e ka bang 10%, Yunnan Electric Power e ntse e tšohile.

'Marakeng oa machaba, karolo ea phepelo ea aluminium ea electrolytic le eona e qalile ho tiisa.Ho ea ka lipalo-palo tsa Shanghai Steel Federation, ka mathata a matla a matla a ntseng a eketseha Europe, phokotso ea tlhahiso ea aluminium ea electrolytic e tsoetse pele ho hola ho tloha Europe ho ea Amerika Leboea.Ho tloha ka Mphalane 2021 ho isa bofelong ba Phato selemong sena, phokotso ea tlhahiso e bakoang ke koluoa ​​​​ea matla Europe le Amerika Leboea e fihlile ho lithane tse limilione tse 1.3 / selemo, tseo ho tsona lithane tse limilione tse 1.04 / selemo Europe le lithane tse 254,000 / selemo United States. .Ho feta moo, lik'hamphani tse ling li boetse li nahana ho fokotsa tlhahiso.Semela sa Jeremane sa Neuss aluminium se boletse haufinyane hore se tla etsa qeto ka September hore na se tla fokotsa tlhahiso ka 50% ka lebaka la litšenyehelo tse phahameng tsa matla.

Tlhahlobo ea GF Futures e boletse hore ho tloha ka 2021, matla a tlhahiso ea aluminium ea electrolytic Europe e fihlile ho lithane tse ka bang limilione tse 1.5.Hona joale, ba bang ba merafo ea ho qhibilihisa ba ntse ba saena likonteraka tsa nako e telele le lifeme tsa motlakase.Ka ho fela ha likonteraka tsa nako e telele, li-smelters li tla tobana le litheko tse phahameng tsa 'maraka oa motlakase., ho beha khatello holim'a litšenyehelo tsa smelter.Nakong e tlang, ha ho fihla nako ea tlhōrō ea tlhokahalo ea khase ea tlhaho Europe mariha, khaello ea matla Europe e tla ba thata ho fokotsa, 'me kotsi ea ho fana ka aluminium ea electrolytic e ntse e tla ba teng.

GF Futures e hakanya hore matla a hajoale a ts'ebetso ea aluminium ea electrolytic Yunnan e ka ba lithane tse limilione tse 5.2, tse ka fokotsang tlhahiso ka hoo e ka bang 20%.Ka lebaka la hore sebaka sa Sichuan se anngoe ke mocheso o phahameng le komello qalong, matla a ts'ebetso ea lithane tse limilione tse 1 tsa aluminium ea electrolytic e ne e le haufi le ho emisa ka ho feletseng bofelong ba Phato, 'me ho ne ho tla nka bonyane likhoeli tse peli ho tsosolosa tlhahiso. .Ho lebeletsoe hore phepelo ea malapeng ea aluminium electrolytic e tla fokotseha haholo.

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Nako ea poso: Sep-17-2022