Yawancin kamfanonin aluminium suna "ɗaukar juzu'i" don yanke wutar lantarki da rage samarwa, kuma samar da aluminum electrolytic yana damuwa

Bayan ragewa da kuma rufe masana'antar aluminium na lantarki a Sichuan, Chongqing da sauran wurare saboda yanke wutar lantarki, electrolytic.masana'antun bayanan martaba na aluminum a china sun kuma rage samar da wutar lantarki saboda katsewar wutar lantarki.

Wannan ya shafa, farashin aluminium na Shanghai ya tashi.Datayes, bayanan sadarwa, sun nuna cewa ya zuwa karshen ranar 15 ga watan Satumba, babban farashin kwantiragin aluminium na Shanghai na gaba ya rufe yuan 215 zuwa yuan 18,880;LME farashin aluminium na gaba ya fara komawa daga ƙananan matakan, a 9 Ya taɓa $ 2,344 / ton a kan Maris 13, yana tashi don 4 a jere kwanakin ciniki.

A ranar 14 ga Satumba, Shenhuo Co., Ltd. ya sanar da cewa reshensa mai suna Yunnan Shenhuo Aluminum Co., Ltd. ya sami isar da sako daga sashen samar da wutar lantarki na Wenshan.Daga ranar 10 ga watan Satumba, za ta gudanar da aikin sarrafa makamashi ta hanyar rufe tankar, kuma za ta daidaita nauyin wutar lantarki zuwa wani mataki kadan kafin ranar 12 ga wata.A kan kilowatt miliyan 1.389, za a daidaita nauyin wutar da bai wuce kilowatt miliyan 1.316 ba kafin ranar 14 ga Satumba.

Jiya da ta gabata, Yunnan Aluminum Co., Ltd ya sanar da cewa, tun daga ranar 10 ga watan Satumba, kamfanin da kamfanonin da ke karkashinsa za su gudanar da aikin sarrafa makamashi ta hanyar rufe tankin, kuma za a rage nauyin wutar da kashi 10% kafin ranar 14 ga wata. .

A karshen watan Agusta, an sake inganta abubuwan da ake bukata na rage wutar lantarki a lardin Sichuan, wanda ke bukatar duk kamfanonin da ke sarrafa aluminium su daina kera.

Dangane da kamfanonin da aka jera, masana'antar Zhongfu ta sanar a ranar 15 ga Agusta cewa, za a dakatar da wasu karfin samar da reshensa na Guangyuan City Linfeng Aluminum and Electric Co., Ltd. da na hannun jarinsa na Guangyuan Zhongfu High Precision Aluminum Co., Ltd. na tsawon mako guda. daga watan Agusta 14. Manufofin takaita wutar lantarki na biyu ya shafi samar da aluminium electrolytic a cikin tsire-tsire guda biyu da aka ambata a sama da kusan tan 7,300 da 5,600 bi da bi.An yi kiyasin cewa jimlar ribar da aka samu ga kamfanin da aka jera za a rage da kusan yuan miliyan 78.

Gabaɗaya, zagayen da ya gabata na yanke wutar lantarki ya yi tasiri sosai kan ƙarfin samar da na'urar aluminium na lantarki a lardin Sichuan.Bisa kididdigar da SMM ta yi, a karshen watan Yuni, karfin aikin almumin lantarki na lardin Sichuan ya kai tan miliyan 1.Sakamakon karancin wutar lantarki ya shafa, ta fara sakin siginar rage kaya da barin wutar lantarki ga jama’a tun tsakiyar watan Yuli, kuma ta yi ta yin kaca-kaca tare da kaucewa kololuwa da kanta.Bayan shigar da watan Agusta, yanayin samar da wutar lantarki ya zama mai tsanani, kuma ma'auni na rage yawan samar da kayan aikin aluminum ya fadada.

Rage yawan samar da aluminium na lantarki a Yunnan a wannan karon, kamar yadda manazarta masana'antu suka ce, na iya kasancewa yana da alaka da rage karfin makamashin Yunnan na samar da wutar lantarki saboda yanayi, yanayin yanayi da dai sauransu.

Bisa kididdigar rahoton rahoton bincike na Galaxy Securities, tun daga watan Yuli, Yunnan ya ci gaba da samun matsanancin zafi, fari, da kuma karancin ruwan sama, kuma adadin ruwan da ake shigowa da shi ya ragu matuka.Ana gab da shiga lokacin rani a Yunnan.

Bisa bayanan da jama'a suka bayar, an ce, akwai wasu manyan kamfanoni guda hudu masu aikin narkar da aluminum a lardin Yunnan, wato Yunnan Aluminum Co., Ltd., Yunnan Shenhuo, Yunnan Hongtai New Materials Co., Ltd., wani reshe na kamfanin kasar Sin mai suna Hong Kong. Hongqiao, Yunnan Qiya Metal Co., Ltd.

Alkaluman kididdiga na SMM sun nuna cewa, ya zuwa farkon watan Satumba na wannan shekara, aluminium electrolytic a lardin Yunnan ya gina karfin samar da tan miliyan 5.61 da karfin aiki na tan miliyan 5.218, wanda ya kai kashi 12.8% na yawan karfin aikin kasar.Ko da yake yawancin masana'antar aluminium na Yunnan kwanan nan sun mayar da martani game da yadda ake sarrafa makamashin da ake amfani da su a yankin tare da dakatar da samarwa da kusan kashi 10%, har yanzu wutar lantarki ta Yunnan tana cikin damuwa.

A cikin kasuwannin duniya, bangaren samar da aluminium electrolytic shi ma ya fara tsanantawa.Bisa kididdigar da kungiyar hadin gwiwar karafa ta Shanghai ta yi, tare da karuwar matsalar makamashi a Turai, raguwar samar da aluminium na lantarki ya ci gaba da fadada daga Turai zuwa Arewacin Amirka.Daga Oktoba 2021 zuwa karshen watan Agusta na wannan shekara, raguwar kayan aikin da rikicin makamashi ya haifar a Turai da Arewacin Amurka ya kai tan miliyan 1.3 / shekara, wanda tan miliyan 1.04 / shekara a Turai da ton 254,000 / shekara a Amurka. .Bugu da kari, wasu kamfanoni ma suna tunanin rage samar da kayayyaki.Kamfanin Neuss aluminum na kasar Jamus ya fada kwanan nan cewa zai yanke shawara a watan Satumba ko zai rage samar da kashi 50% saboda tsadar makamashi.

Binciken GF Futures ya ce tun daga shekarar 2021, karfin samar da aluminium electrolytic a Turai ya kai kusan tan miliyan 1.5.A halin yanzu, wasu masu aikin noma har yanzu sun sanya hannu kan kwangiloli na dogon lokaci tare da kamfanonin samar da wutar lantarki.Tare da karewar kwangiloli na dogon lokaci, masu aikin noma za su fuskanci tsadar wutar lantarki a kasuwa., matsa lamba akan farashin smelter.A nan gaba, tare da zuwan lokacin kololuwar buƙatun iskar gas a Turai a lokacin hunturu, ƙarancin wutar lantarki a Turai zai yi wahala a sauƙaƙe, kuma har yanzu haɗarin samar da aluminum na electrolytic zai kasance.

GF Futures ya yi kiyasin cewa ƙarfin aiki na aluminum electrolytic a Yunnan yana da kusan tan miliyan 5.2, wanda zai iya rage yawan samarwa da kusan kashi 20%.An yi hasashen cewa, yanayin zafi da fari ya shafa yankin Sichuan a farkon matakin, aikin da ya kai tan miliyan 1 na electrolytic aluminium ya kusa tsayawa a karshen watan Agusta, kuma zai dauki akalla watanni 2 kafin a ci gaba da samar da kayayyaki. .Ana sa ran cewa samar da aluminium electrolytic na cikin gida zai ragu sosai.

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Lokacin aikawa: Satumba-17-2022