Bisa ga bayanai daga Oriental Fortune Choice, tun daga Yuli 16, 14 daga cikin 26 A-share da aka jera kamfanoni a cikin masana'antun bayanan martaba na aluminum a chinasun fitar da hasashen aikinsu na rabin-farko, wanda 13 sun samu riba kuma guda daya ne kawai suka yi hasarar.Idan aka kwatanta da irin wannan lokacin na bara, kamfanoni 11 sun samu ci gaba mai kyau, inda kamfanoni 7 da suka hada da Shenhuo Co., Ltd. da Dongyang Sunshine suka kara yawan ribar da suke samu da sama da kashi 100%.
“A farkon rabin shekara, farashin aluminium ya kasance a matsayi mai girma a daidai wannan lokacin a shekarun baya-bayan nan, kuma ribar da kamfanonin aluminum ke samu ya yi kyau.A halin yanzu, hasashen ayyukan tsakiyar lokaci na kamfanonin da aka jera a cikin wannan masana'antar ya yi daidai da tsammanin kasuwa."Wani manazarcin masana'antar da ba na ƙarfe ba ya shaida wa wakilin "Securities Daily" cewa dangane da buƙata, kodayake masana'antar gidaje, wacce ke da babban mai amfani da aluminium na gargajiya, tana da ƙarancin wadata, amma amfani a fagen motoci da wutar lantarki yana da ƙarfi. ya ci gaba da girma, ya zama babban alhakin karuwar bukatar aluminum.
Farashin aluminum yayi tsada
Yawancin kamfanonin aluminium ana sa ran za su haɓaka aikin su
Dangane da bayanan jama'a, tun daga farkon rabin 2022, cutar ta ci gaba da haɓaka haɓakar rikice-rikicen geopolitical, yana haifar da farashin aluminum ya tashi har zuwa sama.Daga cikin su, Aluminum na Shanghai ya taba tashi zuwa yuan / ton 24,020, yana gabatowa mafi girma;Aluminum na London ma ya yi wani sabon tsayi, har zuwa dalar Amurka 3,766/ton.Farashin aluminium yana gudana a babban matakin, kuma yawancin kamfanonin aluminium da aka jera sun ba da sanarwar riga-kafi a cikin aiki.
A ranar 15 ga Yuli, Hongchuang Holdings ya fitar da hasashen aiki.Ana sa ran za ta samu ribar yuan miliyan 44.7079 zuwa yuan miliyan 58.0689 daga watan Janairu zuwa Yuni na shekarar 2022, inda aka samu nasarar mayar da hasarar zuwa riba.Kamfanin ya ce a farkon rabin shekarar 2022, hauhawar farashin aluminium a gida da waje, canjin canjin kudi da ke nuna fifikon fitar da kayayyaki zuwa kasashen waje, inganta tsarin kayayyaki, da karfafa sarrafa farashi su ne mabudan mayar da hasara zuwa riba ga kamfanin.
A ranar 12 ga watan Yuli, kamfanin Shenhuo Ltd ya ba da sanarwar karin karuwar da aka samu a farkon rabin farkon shekarar, kuma ana sa ran samun ribar da ta kai yuan biliyan 4.513 a farkon rabin shekara, wato shekara guda. ya canza zuwa +20.46%.Dalili na ci gaban ayyukansa shi ne, baya ga aikin Yunnan Shenhuo Aluminum Co., Ltd wanda ya kai ton 900,000 da ya kai ga samar da kayayyaki, hauhawar farashin kayayyakin aluminum da na kwal na da matukar muhimmanci.
Masu sharhin da aka ambata a baya sun ce gabaɗayan hauhawar farashin aluminium ya samo asali ne saboda rikice-rikicen rikice-rikice na geopolitical.A daya bangaren kuma, yana shafar samar da sinadarin aluminium na farko, sannan a daya bangaren kuma, yana kara tsadar makamashi a kasashen Turai, lamarin da ya haifar da karuwar farashin narkar da aluminum.Ƙaddamar da LME, ribar da kamfanoni masu amfani da wutar lantarki na gida suka tashi zuwa babban matsayi.Bisa kididdigar da aka yi, matsakaicin ribar ko wacce tan na aluminum a masana'antu a wancan lokaci ya kai kusan yuan 6,000, kuma sha'awar samar da kamfanoni ya yi yawa, sa'an nan kuma, an kara kuzari wajen fitar da kayayyakin aluminium na cikin gida zuwa kasashen waje.
Koyaya, bayan Tarayyar Tarayya ta haɓaka ƙimar riba da ƙarfi, tare da maimaita annoba na cikin gida, duka farashin aluminum ya fara faɗuwa.Daga cikinsu, aluminium na Shanghai ya taɓa faɗi zuwa yuan / ton 18,600;Aluminum na London ya fadi zuwa dalar Amurka 2,420/ton.
Ko da yake Aluminum Extrusion Profile Farashin a farkon rabin shekara ya nuna yanayin haɓakawa da farko sannan kuma faɗuwa, yawan ribar kamfanonin aluminum yana da kyau.Fang Yijing, wani manazarci a kungiyar hadin kan karafa ta Shanghai, ya shaida wa wakilin jaridar "Securities Daily", cewa, "Daga watan Janairu zuwa Yuni na shekarar 2022, matsakaicin matsakaicin farashin aluminum na electrolytic ya kai yuan 16,764, wanda ya yi daidai da farashin tabo na kamfanin Shanghai Karfe. aluminum ingots daga Janairu zuwa Yuni a cikin wannan watan.Idan aka kwatanta da matsakaicin farashin yuan 21,406, matsakaicin ribar da masana'antu ke samu ya kai kusan yuan 4,600 / ton, wanda ya karu da yuan 548 idan aka kwatanta da makamancin lokacin bara."
Rushewar gidaje
Ƙarfin mota ya zama ƙarin buƙatun "alhaki"
Daga hangen kasuwar masu amfani da wutar lantarki ta ƙasata ta electrolytic aluminum, gine-ginen gidaje, sufuri da na'urorin lantarki sune mafi mahimmancin filayen guda uku, suna lissafin fiye da 60% na jimlar.Bugu da kari, akwai aikace-aikace a cikin mabukaci masu dorewa, marufi da injina.
Bisa kididdigar da hukumar kididdiga ta kasar ta fitar, daga watan Janairu zuwa Mayun bana, an zuba jarin raya gidaje da yawansu ya kai Yuan biliyan 5,213.4, adadin da ya ragu da kashi 4.0 cikin dari a duk shekara.Yankin tallace-tallace na gidajen kasuwanci ya kasance murabba'in murabba'in miliyan 507.38, raguwar shekara-shekara na 23.6%.Fannin gina gidaje na kamfanonin raya gidaje ya kai murabba'in murabba'in miliyan 8,315.25, raguwar kashi 1.0 a duk shekara.Sabon yanki na gidaje da aka fara shine murabba'in murabba'in miliyan 516.28, ƙasa da kashi 30.6%.Yankin da aka kammala na gidaje ya kai murabba'in murabba'in miliyan 233.62, ƙasa da kashi 15.3%.Ƙididdiga na Mysteel ya nuna cewa daga watan Janairu zuwa Mayu na wannan shekara, abubuwan da aka fitar da bayanan martabar aluminum ya kai tan miliyan 2.2332, raguwar shekara-shekara na tan 50,000.
"Kodayake adadin aluminium da ake amfani da shi wajen gine-gine da masana'antar gidaje ya ragu daga kashi 32% a cikin 2016 zuwa 29% a cikin 2021, buƙatun aluminium a cikin sufuri, lantarki, marufi da sauran filayen suna haɓaka sosai."Fang Yijing ya yi imanin cewa, musamman, samun fa'ida daga yanayin sabbin motocin makamashi da rage nauyin jiki yana da mahimmanci, kuma aluminum don sufuri yana ci gaba da tashi, ya zama babban karfi a ci gaban buƙatun aluminum.A cikin yanayin ci gaba da ci gaba, ana kuma sa ran sababbin kayan aikin makamashi za su yi amfani da karfi, kuma gina gine-ginen hotuna da wutar lantarki na iya inganta amfani da aluminum a cikin masana'antar wutar lantarki don karuwa sosai.
Bisa kididdigar da kungiyar kamfanonin kera motoci ta kasar Sin ta fitar a 'yan kwanakin da suka gabata, tare da kokarin hadin gwiwa na dukkan bangarori, masana'antun kera motoci sun fita daga matsayi mafi karanci a cikin watan Afrilu, inda aka kera motoci da sayar da motoci miliyan 12.117 da miliyan 12.057 a farkon rabin farkon shekarar. shekara.Daga cikin su, aikin samarwa da tallace-tallace a watan Yuni ya fi kyau fiye da lokaci guda a tarihi.Haɓaka da sayar da motoci a cikin watan ya kai miliyan 2.499 da miliyan 2.502, an samu karuwar kashi 29.7% da kashi 34.4% a duk wata, kuma an samu karuwar kashi 28.2% da 23.8% a duk shekara.Musamman, ci gaba da haɓaka ƙimar shigar sabbin motocin makamashi zai haifar da saurin haɓakar buƙatun samfuran aluminium.
Kamfanin Capital Securities ya yi imanin cewa adadin aluminium da ake amfani da shi a cikin sabbin motocin makamashi na kasata zai kai tan miliyan 1.08 a shekarar 2022, karuwar tan 380,000 a daidai wannan lokacin a bara.
Bukatar aluminum a cikin masana'antar photovoltaic an raba shi zuwa sassa biyu: firam da sashi.Adadin aluminum da aka yi amfani da shi don firam ɗin photovoltaic yana da kusan tan 13,000 / GWh, kuma adadin aluminium da aka yi amfani da shi don ɗaukar hoto mai ɗaukar hoto yana kusan tan 7,000 / GWh.Fang Yijing ya yi imanin cewa, a karkashin ci gaban ci gaba, sabbin kayayyakin samar da makamashi za su yi amfani da karfinsu.An kiyasta cewa masana'antar daukar hoto za ta yi amfani da ton miliyan 3.24 na aluminum a cikin 2022, karuwar shekara-shekara na ton 500,000.
Lokacin aikawa: Agusta-17-2022