Boemong bo boholo, People's Bank of China e nkile qeto ea ho fokotsa sekhahla sa tlhokahalo ea litsi tsa lichelete ka liperesente tse 0.25 ka la 5 Tšitoe 5,2022.Ho khaola ha RRR ho bontša boemo bo sa lebelloang ba leano la lichelete, 'me ho totobatsa sepheo sa leano la pholisi ea lichelete, e leng se loketseng ho tsitsisa litebello tsa' maraka, 'me se na le bohlokoa ba leano la bohlokoa.Ka ho khetheha ho 'maraka o se nang ferrous, mongoli o lumela hore RRR e khaola ho matlafatsa kapa ho fokotsa, ho nka koporo le aluminium e le mohlala, mokhoa oa eona o ntse o tla khutlela ho ea bohlokoa haholo.
Mmaraka oa koporo, phepelo ea hona joale ea koporo lefatšeng ka bophara e batla e le ngata, index ea litefiso tsa ho sebetsa e ntse e nyoloha ka sekhahla.Haufinyane tjena, ts'ebetso ea 'maraka oa copper concentrate's e se e tsoetse pele, mme pheletso ea ho fihla ha Benchmark ka 2023 e na le karolo e itseng ea tataiso mabapi le theko ea morao-rao ea smelter.Ka la 24 Pulungoana, Jiangxi Copper, China Copper, Tongling Nonferrous Metals le Jinchuan Group le Freeport ba ile ba phethela tefiso e telele ea ho sebetsa ea koporo ea Benchmark ka $88/ton le 8.8 cents/pound, ho nyoloha ka 35% ho tloha 2022 le boleng bo phahameng ka ho fetisisa ho tloha ka 2017.
Ho tloha boemong ba tlhahiso ea koporo ea malapeng ea electrolytic, ho bile le liphetoho tse hlano tsa koporo ea electrolytic ea koporo ka November, ha e bapisoa le October, phello e eketsehile.Ka nako e ts'oanang, ka lebaka la phepelo e thata ea lisebelisoa tsa koporo le tse batang le ho theoha butle ha tlhahiso e ncha, tlhahiso ea koporo ea electrolytic ka November e lebelletsoe ho ba lithane tse 903,300, ho nyoloha feela ka 0.23% khoeli le khoeli, ho nyoloha ka 10.24% .Ka December, li-smelters li lebelletsoe ho sutumelletsa tlhahiso ea koporo e hloekisitsoeng ho fihlela bohareng ba selemo ka tlas'a kemiso e potlakileng.
Baetsi ba profil ea aluminium Chaena e ile ea khutla hanyane.Haufinyane tjena, matla a ho sebetsa a electrolyticprofil ea aluminiumSichuan e lokisitsoe hanyenyane, empa ka lebaka la khaello ea motlakase sehleng sa komello, ho lebelletsoe hore ho tla ba thata haholoanyane bakeng sa tlhahiso e felletseng bofelong ba selemo sena.E tsamaisoa ke maano a khothatsang a phatlalalitsoeng ke Guangxi, morero oa Guangxi electrolytic resumption aluminium o lebelletsoe ho potlakisa;phokotso ea tlhahiso ea lithane tse 80,000 Henan e phethiloe, 'me nako ea ho qala ha e so tsejoe;tsoelo-pele e ncha ea tlhahiso Guizhou le Inner Mongolia ha e e-s'o fihlele litebello.Ka kakaretso, tlas'a tšusumetso ea bobeli ba ho eketseha le ho fokotseha, matla a ho sebetsa a aluminium ea electrolytic ea malapeng a hlahisa boemo bo fokolang ba ho feto-fetoha ha maemo.Ho lebeletsoe hore matla a tlhahiso ea aluminium ea electrolytic ea malapeng a tla khutlela ho lithane tse limilione tse 40.51 ka November, empa ho ntse ho e-na le lekhalo le itseng ha le bapisoa le bokhoni ba tlhahiso ea selemo le selemo ba lithane tse limilione tse 41.
Ka nako e ts'oanang, likhoebo tsa lapeng tse sebetsang ka aluminium tse tlase li qala ts'ebetso e fokola haholo.Ho tloha ka la 24 Pulungoana, sekhahla sa ts'ebetso sa beke le beke sa likhoebo tsa profil ea aluminium se ne se le 65.8%, se theohile ka 2% ho tloha bekeng e fetileng.E angoa ke tlhokahalo e fokolang ea metsi, liodara tse fokotsehileng, profil ea aluminium,aluminium profiles bakeng sa lifensetere le mamati,rack e kenyang matla a letsatsi, sekhahla sa ts'ebetso ea likhoebo tsa aluminium foil se theohile bekeng e fetileng.Le hoja lebelo la ts'ebetso ea aluminium le thapo ea aluminium ka nakoana e le boemong bo tsitsitseng, empa ha e laole hore tlhahiso ea morao-rao e ka hlaha.E kopantsoe le thepa, ho tloha ka la 24 November, thepa ea lehae ea electrolytic aluminium social inventory e ne e le lithane tse 518,000, ho tsoela pele ka boemo ba ho theoha ha thepa ho tloha ka October.Mongoli o lumela hore thepa ea sechaba ha e khannoe ke qetello ea bareki, empa e bakoa ke lipalangoang tse futsanehileng le ho lieha ho fihla ha lihlahisoa tsa fektheri ea aluminium.Thepa ea litsela le lifeme e ntse e tla tlisa khatello e ka bang teng 'marakeng oa aluminium nakong e tlang.
Mabapi le tlhokeho ea ho qetela, ho tloha ka Pherekhong ho ea ho Mphalane, matsete a merero ea marang-rang ea matla a naha a fihlile ho li-yuan tse limilione tse likete tse 351.1, ho nyoloha ka 3% selemo le selemo.Ka Mphalane, matsete a marang-rang a matla e ne e le li-yuan tse limilione tse likete tse 35.7, ho theosa ka 30.9% ka selemo le ho theoha ka 26.7% khoeli le khoeli.Ho tloha ts'ebetsong ea indasteri ea terata le ea lithapo, ha nako ea nako e ntse e atamela, li-cable orders li theohile, 'me hamorao bophahamo ba setoko bo tla fokotseha butle-butle.Sekhahla sa ts'ebetso ea likhoebo tsa mehala le lithapo ka Pulungoana e lebelletsoe ho ba 80.6%, ho theosa ka 0.44% khoeli le khoeli, le ho theoha ka 5.49% selemo le selemo.Ka lehlakoreng le leng, ha tlhoko ea lehae e ntse e ameha, thepa le lipalangoang le tsona li liehile nako ea ho fana le ho reka.Tlas'a semelo sena, tsoelo-pele ea tlhahiso ea indasteri ea cable e fokotseha;ka lehlakoreng le leng, lik'hamphani tsa cable li tobana le khatello ea chelete qetellong ea selemo, ho fokotsa tlhokahalo ea koporo le aluminium.
Ka October, tlhahiso le thekiso ea likoloi tsa malapeng li bontšitse boemo ba leqhoa le mollo, 'me likoloi tsa setso tsa mafura li ile tsa fokotseha haholo, ha likoloi tse ncha tsa matla li bontša tsoelo-pele e potlakileng, esita le ho otla tlaleho e phahameng.Le hoja khatello ea 'maraka oa lifofane e ile ea etsa hore phepelo ea likoloi ka October e fokotsehe hanyenyane ha e bapisoa le September, tlhahiso ea likoloi le mokhoa oa ho rekisa ka October o ntse o hōla selemo le selemo ka lebaka la matla a tsoelang pele a pholisi ea ho fokotsa lekhetho la ho reka koloi.China e lebelletsoe ho fihla ho likoloi tse limilione tse 27 selemong sena, ho nyoloha ka liperesente tse 3 selemo le selemo.Bakeng sa selemo se tlang, hore na tsoelo-pele ea leano la khetho ea lekhetho la theko ea koloi ea peterole ha e e-s'o behoe qeto, 'me lithuso tsa likoloi tse ncha tsa matla li tla qala haufinyane, kahoo ho ntse ho e-na le ho hloka botsitso ho itseng litebellong tsa' maraka.
Ka kakaretso, khatellong ea macro e ntse e le teng, phepelo ea 'maraka le tlhokahalo ea likhanyetsano e fokotsa semelo, ho lebelletsoe hore koporo le aluminium li tla ipapisa le mefuta e mengata ea mmaraka oa oscillation haufinyane.Tšehetso e ka tlase ho konteraka e kholo ea koporo ea Shanghai ke 64200 yuan / ton, khatello e ka holimo ke 67000 yuan / ton;konteraka ea sehlooho ea aluminium ea Shanghai ke 18200 yuan / ton, 'me khatello e ka holimo ke 19250 yuan / ton.
Nako ea poso: Nov-29-2022
