Dị ka aluminom inventory data wepụtara nke London Metal Exchange (LME) na Shanghai Futures Exchange (SHFE), na March 21, LME aluminum inventory dara ton 483925, akụ a ọhụrụ ala kemgbe May 2024; N'aka nke ọzọ, Shanghai Futures Exchange's (SHFE) aluminom inventory belatara site 6.95% na kwa izu na 233240 ton, na-egosi a dị iche iche ụkpụrụ nke "siri ike n'èzí na rụrụ n'ime". Nke a data dị nnọọ iche na arụmọrụ siri ike nke LME aluminum price stabilizing na $ 2300 / ton na Shanghai aluminum isi contracts na-ebili site na 20800 yuan / ton n'otu ụbọchị ahụ, na-egosipụta mgbagwoju anya egwuregwu nke zuru ụwa ọnụ.ụlọ ọrụ aluminumyinye n'okpuru ọkọnọ na nhazigharị ọchịchọ na asọmpi geopolitical.
The ọnwa iri ala larịị LME aluminum Ndepụta Ngwaahịa bụ n'ezie n'ihi na resonance n'etiti Russia-Ukraine esemokwu na Indonesia si mbupụ amụma. Mgbe ọ kwụsịrị ahịa Europe n'ihi mmachi, Rusal gbanwere mbupụ ya na Eshia. Agbanyeghị, mmachibido iwu mbupụ bauxite nke Indonesia mebere n'afọ 2025 ebutela nkwuchi nke alumina zuru ụwa ọnụ, na-ebuli ọnụ ahịa ngwaahịa aluminom LME na-apụtaghị ìhè. Data na-egosi na na Jenụwarị na Febụwarị 2025, mbupụ bauxite nke Indonesia belatara site na 32% kwa afọ, ebe ọnụ ahịa alumina Australia mụbara site na 18% kwa afọ ruo $ 3200 / ton, na-abawanye uru nke ndị na-ese ihe si mba ofesi. N'akụkụ a na-achọsi ike, ndị na-emepụta ụgbọ ala Europe emeela ka ịnyefe ahịrị mmepụta na China iji zere ihe ize ndụ tarifu, na-ebute mmụba 210% kwa afọ na mbubata China nke aluminom electrolytic (na mbubata ruru 610000 tọn na Jenụwarị na February). Nke a'ime n'ime ọchịchọ nke mpụga 'na-eme ka ngwa ahịa LME bụrụ ihe na-egosi mmetụta dị nro nke na-egosipụta nhụta dị n'ọsọ na ọchịchọ nke mba ụwa.
The rebound nke anụ ụlọ Shanghai aluminum inventory nwere njikọ chiri anya na mmepụta ikike ntọhapụ okirikiri na amụma ukpụhọde. Mbelata mmepụta (ihe dị ka tọn 500000) nke ụkọ mmiri mmiri na Yunnan, Sichuan na ebe ndị ọzọ emezubeghị nke ọma, ebe ikike mmepụta ọhụrụ agbakwunyere (ton 600000) na mpaghara ọnụ ala dị ka Mongolia Inner na Xinjiang abanyela n'oge mmepụta. Igwe eletrik eletrik arụ ọrụ nke ụlọ arịgoro ruo nde tọn 42, na-erute elu akụkọ ihe mere eme. Ọ bụ ezie na oriri aluminom nke ụlọ na-abawanye site na 2.3% n'afọ na January na February, agbụ ụlọ na-adịghị ike (nke nwere 10% nke afọ na-ebelata na mpaghara ụlọ azụmahịa zuru ezu) na nkwụsị nke mbupụ ngwa ngwa ụlọ (-8% n'afọ n'afọ na January na February) emeela ka ọ bụrụ nnukwu ihe ndekọ ego. Ọ bụ ihe kwesịrị ịrịba ama na ọnụego uto nke ntinye ego nke ụlọ na March karịrị ihe a na-atụ anya ya (+ 12.5% afọ na afọ na January na February), na mmalite stocking nke ụfọdụ akụrụngwa na-akwalite 15% ọnwa n'ọnwa na-abawanye na aluminum profaịlụ iwu, nke na-akọwa na resilience nke obere oge rebound na Shanghai aluminum inventory.
Site na ọnụ ahịa ọnụahịa, ahịrị ọnụahịa zuru oke maka aluminom ụlọ electrolytic na-anọgide na-akwụsi ike na 16500 yuan / ton, yana ọnụ ahịa anode buru ibu na-edobe elu nke 4300 yuan / ton na ọnụ ahịa alumina na-adaba na 2600 yuan / ton. N'ihe gbasara ụgwọ ọkụ eletrik, ụlọ ọrụ ụlọ ọrụ ọkụ eletrik dị n'ime Mongolia ebelatala ọnụ ahịa ọkụ eletrik site na ego ọkụ ọkụ na-acha akwụkwọ ndụ akwụkwọ ndụ, na-echekwa ihe karịrị yuan 200 kwa tọn ọkụ aluminom. Otú ọ dị, ụkọ mmiri mmiri na Yunnan emeela ka ọnụ ahịa ọkụ eletrik dị 10% maka ụlọ ọrụ aluminom dị na mpaghara, na-eme ka ikike mpaghara dị iche iche dịkwuo njọ n'ihi ọdịiche ọnụ ahịa.
N'ihe banyere ego àgwà, mgbe Federal Reserve's March mmasị ọnụego nzukọ wepụtara a dovish mgbaàmà, US dollar index dara 104.5, na-enye nkwado maka LME aluminum price, ma ike nke Chinese yuan mgbanwe ọnụego (CFETS index bilitere na 105.3) kwụsịrị ike nke Shanghai aluminum ịgbaso uwe.
N'ikwu okwu na teknụzụ, 20800 yuan / ton bụ ọkwa nguzogide dị mkpa maka Shanghai Aluminom. Ọ bụrụ na enwere ike imebi ya nke ọma, ọ nwere ike ịmalite mmetụta na 21000 yuan / ton; N'ụzọ megidere nke ahụ, ọ bụrụ na ire ụlọ na-adaghachi azụ, nrụgide ala ga-abawanye nke ukwuu.
Oge nzipu: Mar-25-2025