Kutsatira kuchepetsedwa ndi kutseka kwa mabizinesi a aluminiyamu a electrolytic ku Sichuan, Chongqing ndi malo ena chifukwa cha kudula kwamagetsi, electrolyticopanga mbiri ya aluminiyamu ku China achepetsanso kupanga chifukwa cha kuchepa kwa magetsi.
Kukhudzidwa ndi izi, mtengo wa Shanghai aluminiyamu zam'tsogolo unakwera.Datayes, deta kulankhulana, anasonyeza kuti chakumapeto kwa September 15, waukulu mgwirizano mtengo wa Shanghai zotayidwa zam'tsogolo anatseka 215 yuan kuti 18,880 yuan / tani;Mitengo yamtsogolo ya aluminiyamu ya LME idayamba kubwereranso kuchokera kumagulu otsika, pa 9 Inakhudza $ 2,344 / tani pa March 13, ikukwera kwa masiku 4 otsatizana a malonda.
Pa Seputembara 14, Shenhuo Co., Ltd. idalengeza kuti kampani yake yocheperako Yunnan Shenhuo Aluminium Co., Ltd. idalandira kulumikizana kuchokera ku dipatimenti yamagetsi ya Wenshan.Kuyambira pa Seputembara 10, idzachita kasamalidwe ka mphamvu potseka thanki, ndipo isintha kuchuluka kwa magetsi kuti ikhale yotsika pasanafike 12.Pa ma kilowatts 1.389 miliyoni, kuchuluka kwa magetsi kudzasinthidwa kukhala osakwera ma kilowatts 1.316 miliyoni isanafike Seputembara 14.
Dzulo, Yunnan Aluminium Co., Ltd. adalengezanso kuti kuyambira pa Seputembara 10, kampaniyo ndi mabizinesi ake ocheperako a electrolytic aluminiyamu azichita kasamalidwe ka mphamvu potseka thanki, ndipo mphamvu yamagetsi idzachepetsedwa ndi 10% isanafike 14th. .
Chakumapeto kwa Ogasiti, zofunikira zochepetsera mphamvu m'chigawo cha Sichuan zidakwezedwanso, zomwe zimafuna kuti mabizinesi onse a aluminiyamu a electrolytic asiye kupanga.
Pankhani yamakampani omwe adatchulidwa, Zhongfu Viwanda adalengeza pa Ogasiti 15 kuti mphamvu zina zopangira kampani yake yocheperako Guangyuan City Linfeng Aluminium and Electric Co., Ltd. ndi kampani yake yocheperako Guangyuan Zhongfu High Precision Aluminium Co., Ltd. kuyambira August 14. Ndondomeko yochepetsera mphamvu yachiwiri yakhudza kupanga aluminiyamu ya electrolytic mu zomera ziwiri zomwe tazitchula pamwambapa ndi matani 7,300 ndi 5,600 motsatira.Akuti phindu lonse lopezeka ndi kampani yomwe yatchulidwalo lichepetsedwa ndi pafupifupi 78 miliyoni yuan.
Ponseponse, kuzungulira kwam'mbuyo kwa kudula mphamvu kunakhudza kwambiri mphamvu yopanga aluminiyamu ya electrolytic m'chigawo cha Sichuan.Malinga ndi ziwerengero za SMM, kumapeto kwa June, mphamvu ya aluminiyamu ya electrolytic ya Sichuan inali matani 1 miliyoni.Atakhudzidwa ndi kusowa kwa magetsi, anayamba kumasula chizindikiro chochepetsera katundu ndi kulola magetsi kwa anthu kuyambira pakati pa mwezi wa July, ndikugwedezeka ndikupewa nsonga zokha.Pambuyo pa mwezi wa Ogasiti, vuto lamagetsi lidakula kwambiri, ndipo kukula kwa zopangira zopangira zotayidwa kudakula.
Kuchepetsa kwapang'onopang'ono kwa kupanga aluminiyamu ya electrolytic ku Yunnan nthawi ino, malinga ndi akatswiri amakampani, kungakhale kogwirizana ndi kuchepa kwa mphamvu yamagetsi ya Yunnan Hydropower chifukwa cha nyengo, zakuthambo ndi zina.
Malingana ndi kusanthula kwa Galaxy Securities Research Report, kuyambira July, Yunnan akupitirizabe kutentha kwambiri, chilala, ndi mvula yochepa, ndipo kuchuluka kwa madzi akutsika kwambiri.Yatsala pang'ono kulowa nyengo yowuma ku Yunnan.
Malinga ndi chidziwitso cha anthu, pali mabizinesi anayi akuluakulu osungunula ma electrolytic aluminiyumu m'chigawo cha Yunnan, omwe ndi Yunnan Aluminium Co., Ltd., Yunnan Shenhuo, Yunnan Hongtai New Materials Co., Ltd., wocheperapo ndi kampani yomwe ili ku Hong Kong Hongqiao, ndi Yunnan Qiya Metal Co., Ltd.
Ziwerengero za SMM zikuwonetsa kuti kuyambira kumayambiriro kwa Seputembala chaka chino, aluminiyamu ya electrolytic m'chigawo cha Yunnan idapanga mphamvu yopangira matani 5.61 miliyoni ndi matani opitilira 5.218 miliyoni, zomwe ndi 12,8% ya mphamvu zonse zogwirira ntchito mdziko muno.Ngakhale zomera zambiri za aluminiyamu ku Yunnan posachedwapa zayankha kasamalidwe ka mphamvu zamagetsi m'deralo ndikusiya kupanga pafupifupi 10%, Yunnan Electric Power akadali wamantha.
Pamsika wapadziko lonse lapansi, mbali yoperekera ya aluminiyamu ya electrolytic yayambanso kulimba.Malinga ndi ziwerengero za Shanghai Steel Federation, ndi vuto lamphamvu lomwe likukulirakulira ku Europe, kuchepa kwa aluminiyamu ya electrolytic kwapitilira kukula kuchokera ku Europe kupita ku North America.Kuyambira October 2021 mpaka kumapeto kwa August chaka chino, kuchepetsa linanena bungwe chifukwa cha vuto mphamvu mphamvu mu Europe ndi North America afika 1.3 miliyoni matani / chaka, amene 1.04 miliyoni matani / chaka ku Ulaya ndi 254,000 matani / chaka ku United States. .Kuphatikiza apo, makampani ena akuganizanso zochepetsera kupanga.Chomera cha aluminium cha Neuss cha ku Germany chanena posachedwa kuti chidzasankha mu Seputembala ngati achepetse kupanga ndi 50% chifukwa cha kukwera mtengo kwamagetsi.
Kusanthula kwa GF Futures kunati kuyambira 2021, mphamvu yopanga aluminiyamu ya electrolytic ku Europe yafika pafupifupi matani 1.5 miliyoni.Pakadali pano, ena osungunula adasainabe mapangano anthawi yayitali ndi mafakitale amagetsi.Ndi kutha kwa mapangano a nthawi yayitali, ma smelters adzakumana ndi mitengo yayikulu yamagetsi pamsika., kuika mphamvu pa mtengo wosungunulira.M'tsogolomu, pofika nyengo yapamwamba kwambiri ya mafuta achilengedwe ku Ulaya m'nyengo yozizira, kusowa kwa magetsi ku Ulaya kudzakhala kovuta kuthetsa, ndipo chiopsezo cha electrolytic aluminiyamu chidzakhalapobe.
GF Futures ikuyerekeza kuti mphamvu yogwiritsira ntchito ma electrolytic aluminium ku Yunnan ndi pafupifupi matani 5.2 miliyoni, zomwe zingachepetse kupanga pafupifupi 20%.Poyerekeza kuti dera la Sichuan lidakhudzidwa ndi kutentha kwakukulu ndi chilala kumayambiriro, mphamvu yogwiritsira ntchito matani 1 miliyoni a aluminiyamu ya electrolytic inali pafupi kutha kumapeto kwa August, ndipo zingatenge miyezi iwiri kuti ayambenso kupanga. .Zikuyembekezeka kuti kutulutsa kwapakhomo kwa aluminiyamu ya electrolytic kutsika kwambiri.
Nthawi yotumiza: Sep-17-2022