A cikin 2022, ƙarfin samar da alumina zai ci gaba da haɓaka, ƙarfin samar da aluminium na lantarki zai dawo da hankali sannu a hankali, kuma farashin aluminum zai nuna yanayin tashin farko sannan kuma faɗuwa.Farashin LME shine dalar Amurka 2340-3230 / ton, kuma farashin farashin SMM (21535, -115.00, -0.53%) shine 17500-24800 yuan / ton.
A cikin 2021, farashin SMM ya karu da 31.82%, kuma yanayinsa na iya zama kusan kasu kashi biyu: daga farkon shekara zuwa tsakiyar Oktoba, ƙarƙashin tasirin farfadowar tattalin arziƙin ƙasashen waje, haɓakar fitarwa, manufofin sarrafa dual. Amfani da makamashi da hauhawar farashin iskar gas a ketare, farashin aluminum yana ci gaba da hauhawa.;Tun daga karshen watan Oktoba, kasar Sin ta shiga tsakani a farashin kwal, tunanin tallafin farashi ya rushe, kuma farashin aluminum ya fadi sosai.A karshen shekara, sakamakon tashin farashin makamashi a Turai, an fara samun koma baya.
1.Alumina samar da iya aiki ya ci gaba da fadada
Daga watan Janairu zuwa Nuwamba 2021, yawan alumina na duniya ya karu zuwa tan miliyan 127, wanda ya karu da kashi 4.3% a duk shekara, wanda Sinawa ke fitarwa ya kai ton miliyan 69.01, wanda ya karu da kashi 6.5 cikin dari a duk shekara.A cikin 2022, akwai ayyukan alumina da yawa da za a sanya su cikin samarwa a gida da waje, galibi a Indonesia.Bugu da kari, matatar alumina ta Jamalco tare da fitar da tan miliyan 1.42 na shekara ana sa ran zata sake farawa a shekarar 2022.
Ya zuwa watan Disamba na 2021, alumina na kasar Sin ya gina karfin tan miliyan 89.54, kuma karfin aikinsa ya kai tan miliyan 72.25.Ana sa ran cewa sabon karfin samar da kayayyaki zai kasance tan miliyan 7.3 a shekarar 2022, kuma karfin sake dawo da shi an kiyasta shi zuwa tan miliyan 2.
Gabaɗaya, ƙarfin samar da alumina na duniya yana cikin yanayin wuce gona da iri.
2.2022 kasuwar kasuwa
A cikin 2022, ana sa ran Fed zai haɓaka ƙimar riba, kuma farashin ƙarfe zai kasance ƙarƙashin matsin lamba gabaɗaya.Manufar kasafin kudi na cikin gida an riga an tsara shi, zuba jari na kayan aikin zai karu a farkon rabin shekara, kuma buƙatun aluminum zai inganta.Tun da ka'idodin ka'ida ba a kwantar da hankali ba, za mu iya mayar da hankali kan buƙatun aluminum daga sababbin motocin makamashi da masana'antu na hotovoltaic.Bangaren wadata yana kula da samar da aluminum electrolytic.A cikin mahallin "carbon sau biyu", ƙarfin samar da wutar lantarki na gida na iya ci gaba da iyakancewa, amma ana tsammanin ya fi 2021. Ƙididdigar ƙima na haɓakawa da haɓakawa a ƙasashen waje a cikin 2022 kuma yana da yawa.
Gabaɗaya, za a rage tazarar da ke tsakanin samarwa da buƙatun aluminum na electrolytic a cikin 2022. Zai kasance mai ƙarfi a farkon rabin shekara kuma ya inganta a cikin rabin na biyu na shekara.Farashin aluminum zai nuna yanayin tashin farko sannan kuma ya fadi.Farashin aluminium a London shine dalar Amurka 2340-3230 / ton, kuma farashin aluminium na Shanghai shine 17500-24800 yuan / ton.
Lokacin aikawa: Janairu-17-2022