{Asar Amirka na la'akari da takunkumi kan kayayyakin aluminum na Rasha, wanda ya haifar da hauhawar farashin aluminium na London a cikin dare, da Shanghai aluminum, kodayake zanga-zangar intraday, amma mai rauni fiye da Lun aluminum. kasuwar aluminium ta fadada sosai.Don haka, ta yaya haramcin aluminium na Rasha zai shafi kasuwannin aluminium na cikin gida da na waje, kamar bayanan martabar aluminium na china, taga harsashi na aluminum, beading aluminum da sauransu?
Bisa ga cikakken bincike, a karkashin yanayin rikicin makamashi na Turai a halin yanzu da kuma raunin da ke tattare da sarkar masana'antar aluminum da sarkar samar da kayayyaki, da zarar an aiwatar da takunkumin, gibin samar da kayan aikin aluminum na ketare yana da wuya a iya inganta shi yadda ya kamata, da kuma riga. kasuwa mai rauni na iya ƙara damuwa.Don cikin gida, wadatar kasuwar aluminium na cikin gida da buƙatu ya fi sauƙi, tasirin yana da iyaka.Dangane da tasirin sauyin farashin nickel na Lun na baya-bayan nan, manazarta sun nuna cewa har yanzu kamfanonin cikin gida suna bukatar su mai da hankali don hana haɗarin hauhawar farashin.
Takunkumi akai-akai yana kawo cikas ga kayan aluminium na ketare
Rahotanni sun ce gwamnatin Amurka na duba yiwuwar sanya takunkumi kan shigo da kayayyaki na Rusal.Zaɓuɓɓukan zaɓin gwamnatin Amurka sun haɗa da cikakken dakatar da shigo da kayayyaki na Russo, ƙara yawan harajin da zai zama haramci mai inganci, ko kuma sanya wa Russo takunkumi, in ji rahoton.Labarin ya haifar da damuwa na kasa da kasa game da rage samar da aluminium, kuma makomar aluminum ta tashi sama da 7% a lokaci guda.
A zahiri, a cikin shekaru biyu da suka gabata, kasuwar aluminium ta duniya ta sha fama da takunkumai da manyan sauye-sauye masu alaƙa.Bayan jita-jita na haramcin, Kamfanin Kasuwancin Karfe na London ya tabbatar a ƙarshen Satumba cewa yana tunanin dakatar da karafa na Rasha, yana haɓaka farashin ƙarfe masu alaƙa a London, tare da aluminium na London ya kusan kusan 8%.Tun da farko a cikin 2018, farashin ya haura kashi 30 cikin ɗari yayin takunkumin baitul mali akan Rusal.
Rasha ita ce ta biyu bayan kasar China mafi girma wajen samar da aluminium, wanda ke da kusan kashi 5-6 cikin dari na samar da aluminium na duniya, har ma a Amurka, wanda ke da kusan kashi 10 cikin 100 na shigo da aluminium na Amurka.” na Amurka a watan Agusta. "Gu Fangda, shugaban bincike da tuntuba a Guosen Futures, ya ce haramcin aluminium na Rasha zai iya yin tasiri sosai a kasuwannin kasuwancin aluminum na duniya, tilasta masu amfani a Amurka da sauran ƙasashe su nemo madadin karafa. .
Baya ga rufe wasu masana'antar aluminium na cikin gida saboda rikicin makamashi na Turai, da kuma rarrabuwar kawuna da rashin daidaituwar kasuwannin ketare sakamakon takunkumin Turai da Amurka ga Rasha, tsammanin kasuwan da ake samu na kara samar da aluminium a ketare ya fi daidaita. "A cikin rikicin makamashi na ketare da raunin sarkar samar da kayayyaki yana ba da haske a baya, sarkar masana'antar aluminum, musamman ma hanyoyin samar da kayayyaki da cinikayya sun ci karo da kalubale masu tsanani da ba a taba ganin irin su ba, saboda Turai da Amurka kara takunkumi kan karfen Rasha na iya kara rarrabuwar kawuna da wadata da bukatar rashin daidaituwa, a kasashen waje. free wurare dabam dabam na karfe albarkatun kasa farashin ko kuma zai kasance mafi girma sosai, da kuma gabatar da aluminum wakilta da nonferrous karfe wadata da kuma bukatar 'a waje m ciki sako-sako' 'a waje karfi a cikin rauni' tsarin "Mr.Gu ya ce.
Fan Rui, babban manazarci na Guoyuan Futures, ya kuma yi imanin cewa, ba za a yi la'akari da tasirin takunkumin da Amurka za ta yi kan Rusal ba, amma dangane da takamaiman tasirin da zai haifar, za a iya samun wasu bambance-bambance tsakanin kasashen cikin gida da na waje.Wani bincike na musamman na Fan Rui ya ce dangane da kasuwannin duniya, daga rahoton na yanzu, zabin takunkumin Amurka na iya hada da zabi uku, kuma mafi tasiri kai tsaye shi ne cewa manyan masu shigo da aluminum za su yi taka-tsantsan, ko ma neman wasu hanyoyi daga wasu kasashe. .A sa'i daya kuma, kasuwar hada-hadar karafa ta birnin Landan na ci gaba da tattaunawa kan ko ya kamata a hana karafa na kasar Rasha shiga cikin musayar, tare da takaita samar da sinadarin aluminium da kamfanoni ke samu a kasuwannin duniya idan har aka sanar da takunkumin Amurka.Bugu da kari, kayan aikin lun aluminum a halin yanzu yana cikin matsayi mara nauyi na tarihi, kuma ana aiwatar da manufofin gida biyu na carbon, kuma masu aikin tuƙin Turai suna fuskantar rashin kwanciyar hankali abubuwan samar da makamashi da hauhawar farashin wutar lantarki, “Ina jin tsoron cewa yana da wuyar gaske. yadda ya kamata a kara yawan gibin cikin gajeren lokaci”.
Wang Xianwei, babban mai bincike a Citic Construction Investment Futures, ya kuma ce karfin samar da aluminium na kasar Rasha ya kai kusan kashi 12 cikin 100 na kayayyakin da take samarwa a ketare, kuma sinadarin aluminium da ake sayar wa Amurka ya kai kashi 10 cikin 100 na tallace-tallace a shekarar 2021. Amurka ta kakaba mata takunkumi, zai yi tasiri sosai kan cinikin aluminum a Turai da Amurka, amma tasirin farashin zai iya zama mai iyaka.Ya bayyana cewa, a gefe guda, an dan dakile cinikin aluminium na Rasha bayan rikici tsakanin Rasha da Ukraine, kuma bukatun kasashen waje na ci gaba da raguwa, don haka tasirin farashin aluminum ya dan kadan.
Koyaya, kasuwa har yanzu tana da wasu damuwa game da wannan, takamaiman aiki a cikin adadin isar da tabo na aluminium na ƙasashen waje na baya-bayan nan, kayan LME ya bayyana tarin yawa.Wasu masu riƙe da Rusal sun damu game da tabo na hannu daga baya suna fuskantar barazanar hana ciniki, don haka sun zaɓi su ba da adadi mai yawa na faifan LME, don zubar da tabo.” Mista Wang Xianwei ya kara da cewa.Bayanai na musanya sun kuma nuna cewa ories na aluminium sun tashi wani tan 15,625 a ranar 13 ga Oktoba, bayan da aka samu sama da tan 10,000 a ranar da ta gabata, tare da wuraren ajiyar kayayyaki na Klang.
china anodized aluminum profile taurin karin bayanai
Don haka haramcin aluminum zai shafi kasuwar cikin gida?Cikakken bincike, dangane da "'yancin kai na dangi" na samar da kayan aikin aluminium na cikin gida da buƙatu, tasirin haramcin aluminium na Rasha akan farashin aluminium na gida na iya zama a bayyane.
Da farko, daga kasuwa a baya damuwa game da babban adadin matsalolin gida, Shanghai nonferrous Metals Network (SMM) bincike ya nuna cewa a cikin 2022, cikin gida electrolytic aluminum sannu a hankali ci gaba da samarwa, da shigo da taga ne a cikin wani rufaffiyar jihar.Ko da yake Rasha ta kasance mai mahimmanci mai shigo da kayan aluminium na cikin gida, amma tare da ƙarin ƙarfin aiki na gida, ƙimar wadatar da kai na gida yana da girma, farashin aluminum yana da rauni da ƙarfi, shigo da ingots na aluminum don kula da asarar, babban adadin aluminium na Rasha. cikin kasar Sin ba zai yiwu ba, kashi na hudu ko kuma har yanzu yana kula da karamin adadin shigo da kaya
Na biyu, ta fuskar tsarin kasuwar aluminium na cikin gida, Fan Rui ya shaida wa kamfanin dillancin labarai na Xinhua Finance cewa, kasar Sin ita ce kan gaba wajen samar da aluminium mafi girma a duniya, kuma adadin musaya na cikin gida ya tsaya tsayin daka, akwai isassun ikon da za a iya magance hadarin kasuwa.
"Tsarin samar da kayayyaki da buƙatu na cikin gida yana da ƙarfi da ƙarfi, musamman matsalar harajin aluminum da ba ta da ƙarfe ba ta da ƙarfi a ciki da waje ba ta da ƙarfi, don haka haɓakar aluminium na LME a cikin makomar aluminium na Shanghai ya yi girma sosai, amma idan aka yi la'akari da barkewar gida da barazanar samar da makamashi, wasu Nonferrous samar Enterprises fuskanci samar, farashi da oda bayarwa matsaloli, da kuma gida aluminum kaya ne a tarihi low matakan, masu zuba jari ya kamata a watan Oktoba da Nuwamba kusa isar nonferrous kwangila na iya canza contingency shirin, bayar da shawarar babban birnin kasar management da hadarin kula, shirye don matsawa a cikin wata. ci gaba, rage rayayye da kuma barazanar yuwuwar haɓaka canjin kasuwa.” Mr.Gu ya ba da shawarar.
Lokacin aikawa: Oktoba-14-2022