United States ikuganiza zoletsa zinthu za aluminiyamu zaku Russia, zomwe zidapangitsa kuti mitengo ya aluminiyamu yaku London ichuluke usiku umodzi, ndi aluminiyamu ya Shanghai, ngakhale msonkhano wa intraday, koma wofooka kuposa aluminiyamu ya Lun. msika wa aluminiyamu ukukula kwambiri.Ndiye, kodi kuletsa kwa aluminiyamu ku Russia kudzakhudza bwanji misika yapanyumba ndi yakunja, monga mbiri ya aluminiyamu yaku China, zenera la aluminiyamu lazenera, mikanda ya aluminiyamu ndi zina zotero?
Malinga ndi kusanthula kwathunthu, pansi pa zovuta zomwe zikuchitika ku Europe mphamvu zamagetsi komanso chiwopsezo chamakampani akumayiko akunja a aluminiyamu ndi unyolo woperekera, zilango zikangokhazikitsidwa, kusiyana kwa msika wakunja kwa aluminiyumu kumakhala kovuta kuwonjezeredwa, ndipo kale msika wosalimba ukhoza kusokonezedwanso.Kwa zoweta zapakhomo, zopangira zotayidwa zam'nyumba zamsika ndi zofunidwa ndizosavuta kusintha, zotsatira zake zimakhala zochepa.Potengera kusinthika kwamitengo ya faifi tambala ya Lun m'mbuyomu, akatswiri akuwonetsa kuti mabizinesi apakhomo akuyenerabe kusamala kuti apewe kusinthika kwamitengo.
Zilango nthawi zambiri zimasokoneza ma aluminiyamu akunja
Boma la US likulingalira zoletsa kutumizidwa kunja kwa Rusal.Zosankha zomwe boma la US lingasankhe zikuphatikiza kuletsa kwathunthu kutulutsa kwa Russo, kukweza misonkho yokwanira kuti ikhale yoletsa, kapena kulamula Russo, lipotilo lidatero.Nkhanizi zidayambitsa nkhawa zapadziko lonse lapansi za kuchepa kwa aluminiyamu, ndipo tsogolo la aluminiyamu lidakwera kuposa 7% panthawi imodzi.
M'malo mwake, m'zaka ziwiri zapitazi, msika wa aluminiyamu wapadziko lonse wakhudzidwa mobwerezabwereza ndi zilango komanso kusinthasintha kwakukulu.Pambuyo pa mphekesera za chiletsocho, London Metal Exchange inatsimikizira kumapeto kwa September kuti ikuganiza zoletsa zitsulo za ku Russia, kuyendetsa mitengo yokhudzana ndi zitsulo ku London, ndi London aluminium pafupifupi 8%.Kumayambiriro kwa chaka cha 2018, mtengowo udakwera 30 peresenti panthawi ya zilango za Treasury motsutsana ndi Rusal.
Dziko la Russia ndi lachiwiri kwa mayiko amene amapanga aluminiyamu ku China, ndipo amatenga pafupifupi 5 mpaka 6 peresenti ya ma aluminiyamu padziko lonse lapansi, ndipo ngakhale ku US, komwe kumatenga pafupifupi 10 peresenti ya zotengera za aluminiyamu ku America.” ku United States mu Ogasiti. ”Gu Fangda, wamkulu wa kafukufuku ndi upangiri ku Guosen Futures, adati kuletsa kwa aluminiyamu yaku Russia kumatha kukhudza kwambiri msika wamalonda wapadziko lonse wa aluminiyamu, kukakamiza ogula ku United States ndi mayiko ena kuti apeze zitsulo zina. .
Kuphatikiza pa kuyimitsidwa kwa zosungunulira za aluminiyamu zam'deralo chifukwa cha vuto la mphamvu za ku Europe, komanso kugawikana kwa madera ndi kusagwirizana kwa misika yakunja chifukwa cha zilango za ku Europe ndi America kupita ku Russia, ziyembekezo za msika za kukhwimitsa kwa aluminiyamu kumayiko akunja ndizokhazikika. "M'mabvuto kunja mphamvu mphamvu ndi kotunga unyolo pachiwopsezo limasonyeza maziko, zotayidwa makampani unyolo, makamaka kupanga ndi malonda kugwirizana anakumana ndi zovuta kwambiri, chifukwa Europe ndi America zilango zina pa zitsulo Russian akhoza kuonjezera kugawikana dera ndi kupereka ndi amafuna mismatch, kutsidya kwa nyanja. Kutulutsa kwaulere kwamitengo yazitsulo kapena kudzakhala kokwera kwambiri, ndipo kumapereka aluminiyumu yoimiridwa ndi zitsulo zopanda chitsulo ndipo amafuna 'kunja kolimba mkati momasuka' 'kunja kolimba mkati mofooka' patani." Mr.Gu adatero
Fan Rui, katswiri wamkulu wa Guoyuan Futures, amakhulupiriranso kuti zotsatira za chilango cha US ku Rusal siziyenera kunyalanyazidwa, koma malinga ndi momwe zimakhudzira, pangakhale kusiyana pakati pa mayiko akunja ndi akunja.Kusanthula kwapadera kwa Fan Rui adanena kuti ponena za msika wapadziko lonse, kuchokera ku lipoti lamakono, zosankha za chilango za US zingaphatikizepo njira zitatu, ndipo zotsatira zachindunji ndikuti ogulitsa aluminium akuluakulu adzakhala osamala, kapena kuyang'ana njira zina zochokera kumayiko ena. .Panthawi imodzimodziyo, London Metal Exchange ikukambiranabe ngati zitsulo za ku Russia ziyenera kuletsedwa kulowa muzosinthana, kuchepetsa kupereka kwa aluminiyamu yomwe ikupezeka kwa makampani pamsika wapadziko lonse ngati zilango za US zalengezedwa.Kuphatikiza apo, zida zamakono za aluminiyamu zamasiku ano zili pachiwopsezo chambiri, ndipo ndondomeko yapanyumba yapawiri-carbon ikugwiritsidwa ntchito, ndipo ma smelters aku Europe akukumana ndi zinthu zosakhazikika zamagetsi komanso kukwera kwamitengo yamagetsi, "Ndikuopa kuti ndizovuta onjezerani bwino kusiyana kwa nthawi yochepa ".
Wang Xianwei, wofufuza wamkulu pa Citic Construction Investment Futures, ananenanso kuti mphamvu yopanga aluminiyamu ya ku Russia imapanga pafupifupi 12 peresenti ya zinthu zake zakunja, ndipo aluminium electrolytic yogulitsidwa ku United States inali 10 peresenti ya malonda ake mu 2021. United States imayika zilango pa izo, zidzakhudza kwambiri malonda a aluminiyamu ku Ulaya ndi United States, koma zotsatira za mitengo zingakhale zochepa.Iye anafotokoza kuti mbali imodzi, Russian aluminiyamu ingot malonda wakhala penapake kuponderezedwa pambuyo mkangano pakati pa Russia ndi Ukraine, ndi kuti kufuna kunja kukupitirirabe kuchepa, kotero zotsatira za mitengo zotayidwa ndi zochepa.
Komabe, msika udakali ndi zodetsa nkhawa za izi, magwiridwe antchito aposachedwa kwambiri a aluminium ingot spot delivery ya kunja, LME inventory ikuwoneka kuti ikuchuluka kwambiri.Ena omwe ali ndi Rusal ali ndi nkhawa ndi malo omwe akukumana ndi vuto loletsa malonda, choncho amasankha kupereka ma disk ambiri a LME, kuti awononge malo omwe ali ndi dzanja." Bambo Wang Xianwei anawonjezera.Kusinthana deta anasonyezanso kuti aluminiyamu ories ananyamuka matani 15,625 pa Oct. 13, pambuyo surging matani oposa 10,000 tsiku lapitalo, ndi Klang wosungira katundu kuwonjezeka kwambiri.
China anodized zotayidwa mbiri kulimba mfundo zazikulu
Ndiye kodi kuletsa kwa aluminiyamu kudzakhudza msika wapakhomo?Kusanthula kwathunthu, kutengera "kudziyimira pawokha kwachibale" kwa msika wa aluminiyamu wapakhomo ndi kufunikira, zotsatira za kuletsa kwa aluminiyamu yaku Russia pamitengo ya aluminiyamu yapakhomo sizingakhale zoonekeratu.
Choyamba, kuchokera kumsika komwe kuda nkhawa kale ndi zovuta zambiri zapakhomo, kusanthula kwa Shanghai nonferrous Metals network (SMM) kunawonetsa kuti mu 2022, aluminiyamu ya electrolytic m'nyumba pang'onopang'ono idayambiranso kupanga, zenera lolowera lili m'malo otsekedwa.Ngakhale kuti Russia wakhala akuitanitsa kunja zofunika zoweta zotayidwa ingots zoweta, koma ndi chowonjezera cha m'nyumba ntchito mphamvu, zoweta kudzidalira mlingo ndi mkulu, mtengo zotayidwa ndi ofooka ndi amphamvu, kunja zotayidwa ingots kusunga zotayika, kuchuluka kwa Russian aluminiyamu. kulowa ku China sizingatheke, kotala lachinayi kapena kusungabe zinthu zochepa zochokera kunja
Chachiwiri, malinga ndi momwe msika wa aluminiyamu wapakhomo, a Fan Rui adauza Xinhua Finance kuti China palokha ndi gawo lalikulu kwambiri padziko lonse lapansi la aluminiyamu, ndipo kusinthanitsa kwanyumba kumakhala kokhazikika, pali kuthekera kokwanira kokwanira kuthana ndi kuwopsa kwa msika.
"Kupereka kwapakhomo kosakhala ndi chitsulo komanso kufunidwa kumakhala ndi kulimba komanso kukhazikika, makamaka vuto lamisonkho lachitsulo chosakhala ndi zitsulo zotayidwa mkati ndi kunja sikuli kolimba, kotero kukwera kwa aluminiyumu ya LME ku Shanghai aluminium tsogolo lalikulu kwambiri, koma poganizira za kufalikira kwapakhomo komanso kuopseza mphamvu, ena mabizinesi nonferrous kupanga akukumana kupanga, mtengo ndi dongosolo yobereka mavuto, ndi zoweta zotayidwa kufufuza ndi pa mbiri otsika milingo, osunga ndalama ayenera mu October ndi November pafupi yobereka mapangano nonferrous angasinthe dongosolo mwadzidzidzi, amati kasamalidwe likulu ndi kulamulira chiopsezo, okonzeka kusuntha mwezi mu kupititsa patsogolo, kuchepetsa mwachangu komanso kuwopseza kukulitsa kusinthika kwa msika." Mr.Gu adanenanso.
Nthawi yotumiza: Oct-14-2022