A cikin rabin farko na 2022, akwai rikice-rikice na asali da macro da yawa.A karkashin resonance na abubuwa da yawa, Shanghai Aluminum ya fita daga kasuwar V mai jujjuyawar.Gabaɗaya, ana iya raba yanayin farkon rabin shekara zuwa matakai biyu.Matakin farko yana daga farkon shekara zuwa kwanaki goma na farkon Maris.Wadatar cikin gida ta yi tsauri saboda takunkumin samar da kariya ga muhalli na wasannin Olympics na lokacin sanyi da kuma annobar Baise.Ƙasashen wajealuminum profile masu kayaRikicin da ke tsakanin Rasha da Ukraine ya yi tasiri sosai.A gefe guda kuma, damuwa game da raguwar samar da kayayyaki a Turai ya karu, a gefe guda kuma, cibiyar farashin ta tashi saboda tashin farashin makamashi a cikin rikicin.An mamaye kan tukin nickel na London a farkon Maris, Kamfanin Aluminum na Shanghai ya ci gaba da karuwa tun farkon wannan shekara, inda ya kai kololuwar yuan 24,255 / ton, mai tsayin wata hudu da rabi.Koyaya, tun daga ƙarshen Maris, duk da cewa ya shiga cikin yanayin kololuwar al'ada na buƙatu, a ƙarƙashin tasirin shawo kan cutar a wurare da yawa, tsammanin samun murmurewa mai mahimmanci a cikin buƙatun bai samu ba, kuma matsin lamba a bangaren samar da kayayyaki ya fara fitowa a hankali.Manufar kudi ta Fed ta ci gaba da tsanantawa, kuma damuwar kasuwa game da koma bayan tattalin arzikin duniya ya sanya matsin lamba kan farashin aluminum.
Bangaren samar da kayayyaki yana yanke samarwa kuma yana dawo da samarwa, haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓakar haɓaka tana jujjuyawa zuwa matsatsi na ƙasa
The aluminum profile masana'antuna bangaren kasar Sin ya shafi raguwar samar da kayayyaki a cikin kwata na farko.A farkon shekarar, an takaita samar da kayayyakin ne saboda wasannin Olympics na lokacin hunturu, kuma an dakile gagarumin raguwar samar da alumina a bangaren albarkatun kasa.A watan Fabrairu, annoba a Guangxi ta haifar da fadada raguwar samar da aluminum na electrolytic a Baise.Yankin Baise yana ɗaya daga cikin manyan wuraren samar da aluminium electrolytic a China.Annobar ta sa kasuwa ta damu da wadata.Daga karshen watan Fabrairu zuwa Maris, rikicin da ke tsakanin Rasha da Ukraine ya shafa, bangaren samar da kayayyaki na ketare ya yi tsauri, kuma kasuwa ta fara yin ciniki da yiwuwar takunkumin da Rusal ya shafa da yuwuwar rage samar da kayayyaki ta hanyar hauhawar farashin makamashi a Turai.Ƙarƙashin rinjayar abubuwa masu yawa na ciki da na waje, aikin samar da aluminum a cikin kwata na farko ya kasance mai tsauri, kuma farashin aluminum ya sami ci gaba.
Tun daga kwata na biyu, aikin bangaren samar da kayayyaki ya koma baya.Iyakar samar da wasannin Olympics na lokacin sanyi da tasirin cutar Baise ya ƙare.Bangaren samar da kayayyaki ya dawo sannu a hankali, kuma sake dawo da samar da kayayyaki a Yunnan ya nuna alamun saurin yaduwa.A cikin abin da ke biyo baya, yayin da ake ci gaba da sanya sabon ƙarfin samarwa a cikin samarwa, samar da aluminum na electrolytic yana karuwa a hankali.Duk da cewa matsalar makamashi ta shafi bangaren samar da kayayyaki na kasashen waje, amma raguwar samar da kayayyaki a Turai ya fi karkata ne a kashi na hudu na shekarar 2021 da rubu'in farko na shekarar 2022, kuma ba za a sami raguwar samar da kayayyaki a nan gaba ba.Sabili da haka, farawa daga kwata na biyu, tallafin da ƙasashen ketare ke kawowa zai fara Rauni, kuma tare da ci gaba da sakin ƙarfin samar da aluminium na cikin gida, matsa lamba akan farashin aluminum daga haɓakar haɓakawa ya fito a hankali.
Cutar ta kama lokacin kololuwar al'ada, kuma buƙatun a farkon rabin shekara ya kasance mai rauni.
Kodayake buƙatun a farkon shekara ya kasance mai rauni saboda dalilai irin su ƙarancin bayanan gidaje da kuma buƙatu na lokaci-lokaci, kasuwa yana da kyakkyawan fata don lokacin buƙatu mafi girma, wanda ke goyan bayan haɓakar farashin aluminum.Sai dai a watan Maris ne aka fara bullar cutar a birnin Shanghai, kuma an samu bullar cutar a sassa da dama na kasar.Rigakafin cutar da kuma sarrafa ta ya hana zirga-zirga da ginin ƙasa.Bugu da ƙari, saboda tsawon lokaci, duk lokacin buƙatun buƙatu ya shafi cutar, kuma halayen lokacin kololuwar ba su bayyana ba.
Duk da cewa a karshen wannan lokaci na annobar, kasar ta yi nasarar bullo da wasu tsare-tsare masu kyau da za su kara farfaɗo da abubuwan da ake amfani da su bayan annobar, lamarin da ya sa kasuwa ta amince da farfadowar buƙatun tare da haɓaka farashin aluminum.Duk da haka, daga hangen nesa na ainihin aikin, kodayake yawan amfani da aluminum a cikin watan Yuni ya inganta idan aka kwatanta da lokacin da ya gabata, haɓakawa ba a bayyane yake ba, kuma aikin gine-ginen ya kasance mara kyau, wanda ya jawo hankalin dawowar buƙatu. .Dangane da tushen tsammanin tsammanin ƙarfi da raunin gaskiya, yana da wahala a goyi bayan ci gaba da hauhawar farashin aluminum.Bugu da ƙari, yayin da ƙarshen kakar ke gabatowa, buƙata na iya da kyar ta inganta sosai.
Abubuwan ƙirƙira na Aluminum a Shanghai da London suna ci gaba da raguwa, kuma akwai wasu tallafi da ke ƙasa da farashin aluminum
A farkon rabin wannan shekara, kayan aikin aluminium a London ya kasance cikin koma baya gaba ɗaya, kuma ya sake komawa na ɗan lokaci, amma gabaɗayan yanayin ƙasa bai canza ba.Kayan aluminium a London ya ragu daga ton 934,000 a farkon shekara zuwa tan 336,000 na yanzu.Akwai alamun cewa matakan ƙirƙira sun faɗi zuwa mafi ƙasƙanci a cikin fiye da shekaru 21.Tun daga farkon shekara zuwa farkon watan Maris, jimillar kayan aluminium a birnin Shanghai ya karu, inda ya kai wata goma a ranar 11 ga Maris, sa'an nan kuma kididdigar ta fara raguwa, kuma sabbin kayayyaki na baya-bayan nan sun ragu zuwa wani sabon matsayi. fiye da shekaru biyu.Gabaɗaya, abubuwan ƙirƙira na aluminium a Shanghai da London a halin yanzu suna cikin yanayin ci gaba da raguwa, kuma ci gaba da raguwa zuwa sabbin rahusa yana da takamaiman tallafi ƙasa da farashin aluminum.
Haɗarin koma bayan tattalin arziƙin duniya yana ƙaruwa, kuma yanayi maras kyau yana sanya matsin lamba kan farashin aluminum
A wannan shekara, matsa lamba macro yana ƙaruwa.Rikicin tsakanin Rasha da Ukraine da aka fara a farkon wannan shekara ya kara tsananta.Farashin makamashi ya yi tashin gwauron zabo, lamarin da ya haifar da tabarbarewar hauhawar farashin kayayyaki a kasashen ketare.Matsayin Fed ya zama a hankali a hankali.Shiga cikin Mayu da Yuni, bayanai sun nuna cewa hauhawar farashin kayayyaki a ketare ya yi yawa.A kan wannan baya, Fed Sautin haɓaka kudaden sha'awa da raguwar ma'auni ya fi shakku, kuma tsammanin koma bayan tattalin arziki na duniya ya raunana yanayin kasuwa, kuma ƙananan ƙarfe marasa ƙarfe suna ƙarƙashin matsin lamba.Musamman a karshen watan Yuni, Tarayyar Tarayya ta yanke shawarar kara yawan kudin ruwa da maki 75 da kuma ci gaban karin kudin ruwa a nan gaba, wanda ya sa tunanin kasuwa ya durkushe, kuma kasuwar ta damu da hadarin koma bayan tattalin arziki.
Game da yanayin gaba, yanayin macro na iya zama mai kyakkyawan fata.Ƙididdigar dalar Amurka tana gudana a matsayi mai girma.Sabuwar CPI ta Amurka a watan Yuni ta sami karuwa mafi girma a kowace shekara a cikin fiye da shekaru 40, amma Biden ya ce bayanan hauhawar farashin kayayyaki sun kasance cikin tashin hankali.ana sa ran komawa baya.Halin Fed don shawo kan hauhawar farashin kayayyaki yana ƙara ƙaddara.A watan Yuli, Fed na iya ci gaba da haɓaka ƙimar riba ta hanyar maki 75.Kasuwar har yanzu tana cikin damuwa game da koma bayan tattalin arzikin duniya.Rashin rashin tausayi na macro yana da tasiri mafi girma akan farashin aluminum na gaba, kuma yana iya ci gaba da kasancewa cikin matsin lamba a cikin gajeren lokaci.
Daga mahimmin ra'ayi, ɓangaren buƙatun ya shiga cikin lokacin kashe-kashe, amfani da ɗan gajeren lokaci na iya da wuya a ga babban ci gaba, kuma kayan aikin samar da kayayyaki yana ci gaba da ƙaruwa.Kodayake farashin aluminum ya faɗi zuwa layin farashi, har yanzu babu labarin rage yawan samarwa.Idan asarar tsire-tsire na aluminium electrolytic ya kasa haifar da raguwar haɓakar haɓakawa ko raguwar samarwa, raguwar mahimman bayanai za su ci gaba da kasancewa mai rauni, kuma farashin aluminum zai ci gaba da faduwa, kuma ya ci gaba da gwada tallafin farashi har sai raguwar samarwa ya kawo sabbin abubuwa. direba.
Lokacin aikawa: Agusta-08-2022