A watan Mayu, farashin aluminium na Shanghai ya nuna yanayin faɗuwar farko sannan kuma ya tashi, sha'awar buɗe sha'awar aluminium ta Shanghai ta kasance a ƙaramin matakin, kuma kasuwa tana da yanayin jira da gani mai ƙarfi.Yayin da ƙasar ta dawo aiki da samarwa, farashin aluminium na iya komawa cikin matakai.Koyaya, a cikin rabin na biyu na shekara, samar da aluminium na lantarki na gida zai karu kuma buƙatun aluminium na ketare zai raunana.Ana sa ran cewa farashin aluminum zai ɗauki nauyin.
Tushen ƙasashen waje suna da ƙarfi
Tallafin ɗan gajeren lokaci na Lun Aluminum yana nan
Tun daga kwata na biyu, an sami yawancin abubuwan da suka faru na macro a ƙasashen waje, waɗanda suka shafi farashin aluminum.Ragowar farashin aluminium a London ya fi raguwar farashin aluminum a Shanghai.
Manufofin kuɗi na “hawkish” na Tarayyar Reserve ya tura dala zuwa kusan shekaru 20.A halin da ake ciki na hauhawar hauhawar farashin kayayyaki a duniya, saurin tsaurara manufofin kudi na Fed ya jefa inuwa ga yanayin tattalin arzikin duniya, kuma ana sa ran cewa amfani da aluminium a ketare na iya raguwa a rabin na biyu na shekara.Sabanin haka, masana'antar aluminium na Turai sun yanke kayan aiki a farkon wannan shekara saboda hauhawar farashin makamashi.Lalacewar yanayin geopolitical kuma yana shafar samar da aluminum electrolytic.A halin yanzu, Turai ta kara sanya takunkumi kan makamashin Rasha, kuma yana da wuya a rage farashin makamashi na gajeren lokaci.Aluminum na Turai zai kula da farashi mai yawa da ƙima mai yawa.
Ƙarfe na Ƙarfe na London (LME) kayan aikin aluminum na lantarki yana cikin ƙananan matsayi a cikin shekaru 20, kuma akwai yiwuwar zai ci gaba da raguwa.Ana sa ran cewa akwai ɗan ɗaki don raguwa na ɗan gajeren lokaci a farashin aluminum.
Annobar cikin gida tana inganta kuma tana murmurewa
A wannan shekara, Yunnan ya ƙarfafa aiwatar da ƙarfin samar da aluminium kore.A farkon wannan shekara, masana'antun aluminum a Yunnan sun shiga cikin hanzari na sake dawo da samar da kayayyaki.Bayanai sun nuna cewa ƙarfin aiki na electrolytic aluminum ya wuce tan miliyan 40.5.Ko da yake kololuwar girman ƙarfin samar da alumini na wannan shekarar ya wuce, fiye da tan miliyan 2 na sabbin ƙarfin samar da aluminium da aka dawo da shi za a fara daga watan Yuni.Alkaluman hukumar kwastam sun nuna cewa tun farkon wannan shekarar, aluminium da ake amfani da shi a kasarmu yana cikin daidaiton yanayin shigo da kayayyaki zuwa kasashen waje.Idan aka kwatanta da matsakaita na shigar da kayayyaki sama da ton 100,000 a duk wata na bara, raguwar shigo da almumin lantarki ya sauƙaƙa matsin lamba kan haɓakar kayayyaki.Bayan watan Yuni, samar da aluminium na electrolytic na wata-wata zai wuce lokaci guda a shekarar da ta gabata, kuma samar da dogon lokaci zai karu.
A cikin watan Mayu, an samu saukin barkewar annobar a gabashin kasar Sin, kuma kasuwar sufuri ta inganta.Ƙididdiga mai ƙima na kayan aikin aluminum da sanduna sun kiyaye raguwar raguwar tan 30,000 na mako-mako, amma faɗuwar har yanzu tana da rauni idan aka kwatanta da daidai wannan lokacin a cikin 'yan shekarun nan.A halin yanzu, bayanan tallace-tallace na gida ba su da kyau, kuma wajibi ne a jira sakamakon aiwatar da manufofin gida.Ci gaban ci gaba da fitarwa na aluminium a cikin filaye masu tasowa ya haɓaka.Daga watan Janairu zuwa Afrilu, sabbin kayan aikin daukar hoto da aka shigar a kasar Sin ya karu da 130%, samarwa da siyar da sabbin motocin makamashi ya karu da fiye da 110%, kuma fitar da kayayyakin aluminum ya karu da kusan 30%.Kamar yadda kasata ta yi nasarar bullo da tsare-tsare don daidaita ci gaba da kare rayuwar jama'a, hasashen tattalin arzikin cikin gida zai kasance da kyakkyawan fata.Ana sa ran cewa ana sa ran amfani da aluminium na gida zai ci gaba da ci gaba mai kyau a wannan shekara.
A watan Mayu, PMI na masana'antu na ƙasata ya kasance 49.6, har yanzu yana ƙasa da mahimmanci, tare da karuwa a kowane wata da 2.2%, wanda ke nuna cewa tasirin annobar a kan tattalin arzikin ya ragu.Ƙimar ƙima mai ƙima na aluminium ba ta da girma, kuma adadin yawan amfani da kayayyaki yana cikin ƙananan matakin a cikin 'yan shekarun nan.Idan amfani da aluminium na cikin gida zai iya samun ci gaba cikin sauri, farashin aluminium za a haɓaka cikin matakai.Koyaya, a ƙarƙashin yanayin cewa haɓakar samar da aluminium na lantarki yana da ɗan kwanciyar hankali, idan farashin aluminium a Shanghai yana son samun ƙaruwa mai yawa, yana buƙatar samun ci gaba mai ƙarfi da aikin destock.Kuma kasuwa na yanzu ya yadu akan abubuwan da suka shafi ragi na gaba na electrolytic, na iya iyakance tsayin farashin aluminum.
A cikin gajeren lokaci, farashin aluminium na Shanghai zai tashi tsakanin yuan 20,000 da yuan 21,000 kan kowace tan.A watan Yuni, farashin yuan 21,000 akan kowace ton na aluminum mai amfani da wutar lantarki zai zama muhimmin batu ga tsayi da gajerun bangarorin kasuwa.A cikin tsaka-tsakin lokaci, farashin aluminium na Shanghai ya faɗi ƙasa da dogon lokaci mai tsayin tsayin daka da aka kafa tun daga shekarar 2020, kuma ana sa ran cewa kasuwar bijimin na aluminium electrolytic a cikin shekaru biyu da suka gabata za ta zo ƙarshe.Ta fuskar dogon lokaci, kasashen ketare na da hadarin koma bayan tattalin arziki sakamakon tsaurara manufofin kudi.Idan buƙatar tasha na aluminium ta shiga zagaye na ƙasa, akwai haɗarin faɗuwar farashin aluminum.
Lokacin aikawa: Juni-22-2022