Malinga ndi zomwe zachokera ku Oriental Fortune Choice, kuyambira pa Julayi 16, 14 mwa makampani 26 omwe adatchulidwa mu A-share opanga mbiri ya aluminiyamu ku Chinaatulutsa maulosi awo a theka loyamba, omwe 13 adapeza phindu ndipo m'modzi yekha adataya ndalama.Poyerekeza ndi nthawi yomweyi ya chaka chatha, makampani a 11 adakula bwino, omwe makampani a 7 kuphatikizapo Shenhuo Co., Ltd. ndi Dongyang Sunshine adawonjezera phindu lawo loposa 100%.
"Mu theka loyamba la chaka, mtengo wa aluminiyumu unali wokwera kwambiri panthawi yomweyi m'zaka zaposachedwapa, ndipo phindu la makampani a aluminiyamu linali labwino.Pakadali pano, zoneneratu zapakatikati pamakampani omwe adatchulidwa mumakampaniwa zikugwirizana ndi zomwe msika ukuyembekezeka. ”Katswiri wina wamakampani osagwiritsa ntchito chitsulo adauza mtolankhani wa "Securities Daily" kuti malinga ndi zomwe akufuna, ngakhale kuti makampani ogulitsa nyumba, omwe amagwiritsa ntchito aluminiyamu, amakhala olemera kwambiri, koma kugwiritsa ntchito magalimoto ndi mphamvu kumachepa. idapitilira kukula, kukhala udindo waukulu pakuwonjezeka kwa kufunikira kwa aluminiyamu.
Mitengo ya aluminiyamu imakwera kwambiri
Makampani angapo a aluminiyamu akuyembekezeka kuwonjezera ntchito zawo
Malinga ndi zomwe anthu ambiri anena, kuyambira theka loyamba la 2022, mliriwu wachulukitsa mobwerezabwereza kukwera kwa mikangano yapadziko lonse lapansi, zomwe zimapangitsa kuti mitengo ya aluminiyamu isinthe mpaka kukwera.Pakati pawo, Shanghai Aluminium kamodzi idakwera mpaka 24,020 yuan / tani, ikuyandikira mbiri yakale;Aluminiyamu yaku London idakweranso kwambiri, mpaka $ 3,766 US / tani.Mitengo ya aluminiyamu ikuyenda pamlingo wapamwamba, ndipo makampani ambiri olembedwa a aluminiyamu atulutsa zilengezo za kuwonjezereka kwa ntchito.
Pa Julayi 15, Hongchuang Holdings idatulutsa zowonera.Akuyembekezeka kupanga phindu la 44.7079 miliyoni yuan mpaka 58.0689 miliyoni yuan kuyambira Januware mpaka Juni 2022, ndikusandutsa zotayika kukhala phindu.Kampaniyo idati mu theka loyamba la 2022, kukwera kwamitengo ya aluminiyamu kunyumba ndi kunja, kusinthasintha kwamitengo komwe kumakonda kutumiza kunja, kukhathamiritsa kapangidwe kazinthu, komanso kulimbikitsa kuwongolera mtengo ndi makiyi osintha zotayika kukhala phindu la kampani.
Pa Julayi 12, Shenhuo Co., Ltd. idapereka chilengezo chakuchulukirako mu theka loyamba la chaka, ndipo ikuyembekezeka kupeza phindu la yuan biliyoni 4.513 mu theka loyamba la chaka, chaka- wasintha kufika +208.46%.Chifukwa cha kukula kwa ntchito yake ndikuti kuwonjezera pa polojekiti ya 900,000-tani ya Yunnan Shenhuo Aluminium Co., Ltd. ikufika kupanga, kukwera kwakukulu kwa mtengo wa electrolytic aluminium ndi mankhwala a malasha ndi chinthu chofunika kwambiri.
Ofufuza omwe tawatchulawa adanena kuti kukwera kwa mitengo ya aluminiyamu makamaka chifukwa cha kusokonezeka kwa mikangano ya geopolitical.Kumbali imodzi, imakhudza kupezeka kwa aluminiyumu yoyamba, ndipo kumbali ina, imakweza mitengo yamagetsi ku Ulaya, zomwe zimapangitsa kuti mtengo wa aluminiyumu uwonjezeke.Motsogozedwa ndi LME, phindu lamakampani apanyumba a electrolytic aluminiyamu adakwera kwambiri.Malinga ndi kuyerekezera, phindu lapakati pa tani imodzi ya aluminiyamu pamakampani panthawiyo linali litakwana pafupifupi 6,000 yuan, ndipo chidwi chopanga mabizinesi chinali chokwera, ndipo nthawi yomweyo, kutumizidwa kunja kwa aluminiyamu yapakhomo kunalimbikitsidwa.
Komabe, Federal Reserve itakweza mwamphamvu chiwongola dzanja, kuphatikiza miliri yapakhomo mobwerezabwereza, mitengo yonse ya aluminiyamu idayamba kutsika.Pakati pawo, Shanghai zotayidwa kamodzi anagwa 18,600 yuan / tani;Aluminiyamu yaku London idatsika mpaka $ 2,420 US / tani.
Ngakhale a Mbiri ya Aluminium Extrusion mtengo mu theka loyamba la chaka unawonetsa kukwera koyamba kenako kugwa, phindu lonse la mabizinesi a aluminiyamu linali labwino.Fang Yijing, katswiri wa Shanghai Steel Union, adauza mtolankhani wa "Securities Daily", "Kuyambira Januware mpaka June 2022, mtengo wapakati wa aluminiyamu ya electrolytic ndi 16,764 yuan / ton, womwe ndi wofanana ndi mtengo wa Shanghai Steel Union's. Aluminium ingots kuyambira Januware mpaka June m'mwezi womwewo.Poyerekeza ndi mtengo wapakati wa 21,406 yuan / tani, phindu lapakati pamakampani onse ndi pafupifupi 4,600 yuan / tani, kuwonjezeka kwa 548 yuan / ton poyerekeza ndi nthawi yomweyi chaka chatha.
Kutsika kwanyumba
Mphamvu zamagalimoto zakhala kufunikira kowonjezereka kwa "udindo"
Malinga ndi msika wakudziko lathu wa electrolytic aluminium terminal ogula, nyumba zomanga, zoyendera ndi zamagetsi zamagetsi ndizofunikira kwambiri, zomwe zimawerengera 60% yonse.Kuphatikiza apo, pali ntchito zokhazikika pamakina ogula, ma CD ndi makina.
Malinga ndi deta yochokera ku National Bureau of Statistics, kuyambira Januwale mpaka Meyi chaka chino, ndalama zachitukuko zanyumba ndi 5,213.4 biliyoni za yuan, chaka ndi chaka kuchepa kwa 4.0%.Malo ogulitsa nyumba zamalonda anali 507.38 miliyoni masikweya mita, chaka ndi chaka kuchepa kwa 23.6%.Malo omanga nyumba zamabizinesi otukula nyumba anali 8,315.25 miliyoni masikweya mita, kuchepa kwa chaka ndi 1.0%.Malo omwe adangoyambika kumene anali 516.28 miliyoni masikweya mita, kutsika ndi 30.6%.Malo omalizidwa a nyumba anali 233.62 miliyoni masikweya mita, kutsika ndi 15.3%.Ziwerengero za Mysteel zikuwonetsa kuti kuyambira Januware mpaka Meyi chaka chino, zotulutsa za aluminiyamu zidakwana matani 2.2332 miliyoni, kutsika kwapachaka kwa matani 50,000.
"Ngakhale kuchuluka kwa aluminiyumu yomwe imagwiritsidwa ntchito pomanga ndi kugulitsa nyumba kwatsika kuchoka pa 32% mu 2016 kufika pa 29% mu 2021, kufunikira kwa aluminiyumu pamayendedwe, magetsi amagetsi, kulongedza ndi madera ena kukukulirakulira."Fang Yijing amakhulupirira kuti, makamaka, kupindula ndi Mchitidwe wa magalimoto atsopano amphamvu ndi kuchepetsa kulemera kwa thupi ndikofunika, ndipo aluminiyumu yoyendetsa galimoto ikupitirizabe kukwera, kukhala mphamvu yotsogolera pakukula kwa aluminiyumu.Pankhani ya kukula kosasunthika, mphamvu zatsopano zowonjezera mphamvu zikuyembekezekanso kukhala ndi mphamvu, ndipo kupanga ma photovoltaics ndi magetsi opangira magetsi kungalimbikitse kugwiritsa ntchito aluminiyumu mu makampani opanga magetsi kuti awonjezere kwambiri.
Malinga ndi zomwe bungwe la China Automobile Association linatulutsa masiku angapo apitawa, ndi kuyesetsa kwa maphwando onse, makampani opanga magalimoto atuluka m'malo otsika kwambiri mu Epulo, ndi 12.117 miliyoni ndi 12.057 miliyoni kupanga ndikugulitsa mu theka loyamba la chaka.Pakati pawo, ntchito yopanga ndi kugulitsa mu June inali yabwinoko kuposa nthawi yomweyi m'mbiri.Kupanga ndi kugulitsa magalimoto m'mwezi kunali 2.499 miliyoni ndi 2.502 miliyoni motsatana, kuwonjezeka kwa 29.7% ndi 34.4% mwezi ndi mwezi, komanso kuwonjezeka kwa chaka ndi 28.2% ndi 23.8%.Makamaka, kukwera kosalekeza kwa kuchuluka kwa magalimoto amagetsi atsopano kudzayendetsa kukula kwachangu kwa zinthu za aluminiyamu.
Capital Securities imakhulupirira kuti kuchuluka kwa aluminiyamu yogwiritsidwa ntchito mu magalimoto atsopano amphamvu a dziko langa kudzafika matani 1.08 miliyoni mu 2022, kuwonjezeka kwa matani 380,000 pa nthawi yomweyi chaka chatha.
Kufunika kwa aluminiyumu mumakampani a photovoltaic kumagawidwa m'magawo awiri: chimango ndi bulaketi.Kuchuluka kwa aluminiyumu yomwe imagwiritsidwa ntchito pazithunzi za photovoltaic ndi pafupifupi matani 13,000 / GWh, ndipo kuchuluka kwa aluminiyumu yomwe imagwiritsidwa ntchito popanga bulaketi ya photovoltaic ndi pafupifupi matani 7,000 / GWh.Fang Yijing amakhulupirira kuti pansi pa kukula kosasunthika, zomangamanga zatsopano zidzagwiritsa ntchito mphamvu zake.Akuti makampani opanga photovoltaic adzagwiritsa ntchito matani 3.24 miliyoni a aluminiyamu mu 2022, kuwonjezeka kwa chaka ndi chaka kwa matani 500,000.
Nthawi yotumiza: Aug-17-2022