Amerika irimo gutekereza ku bihano by’ibicuruzwa bya aluminiyumu y’Uburusiya, byatumye ijoro ryiyongera ry’ibiciro bya aluminiyumu ya Londere, na aluminium ya Shanghai, nubwo igiterane cy’umunsi, ariko kikaba gifite intege nke kurusha Lun aluminium. isoko rya aluminiyumu ryagutse cyane.None, guhagarika Uburusiya bwa aluminiyumu bizagira izihe ngaruka ku masoko ya aluminiyumu yo mu gihugu no mu mahanga, nk'umwirondoro wa china aluminium, idirishya rya casement ya aluminium, amashanyarazi ya aluminium n'ibindi?
Nk’uko isesengura ryimbitse ribigaragaza, inyuma y’ibibazo by’ingufu z’ibihugu by’i Burayi biriho ubu ndetse n’intege nke z’uruganda rwa aluminiyumu n’inganda zitangwa, iyo ibihano bimaze gushyirwa mu bikorwa, icyuho cy’isoko rya aluminiyumu mu mahanga kiragoye kucyuzuza neza, kandi kimaze kuba isoko yoroshye irashobora guhungabana.Kubisoko byimbere mu gihugu, isoko rya aluminiyumu nibisabwa biroroshye guhinduka, ingaruka ni nke.Abasesenguzi bavuga ku ngaruka z’ihindagurika ry’ibiciro bidasanzwe bya Lun nikel, abasesenguzi bavuga ko ibigo by’imbere mu gihugu bigikeneye kwitondera kugira ngo birinde ingaruka z’ihindagurika ry’ibiciro.
Ibihano bikunze guhungabanya ibikoresho bya aluminium yo hanze
Bivugwa ko guverinoma y'Amerika irimo gutekereza ku bihano byo gutumiza mu mahanga Rusal.Raporo ivuga ko amahitamo ya guverinoma y'Amerika ahitamo harimo guhagarika burundu ibicuruzwa bitumizwa mu mahanga na Russo, kuzamura imisoro ihagije ku buryo bibuza burundu, cyangwa ibihano Russo.Amakuru yateje impungenge mpuzamahanga kubyerekeye kugabanuka kwa aluminiyumu, kandi lun aluminiyumu yazamutse hejuru ya 7% mugihe kimwe.
Mubyukuri, mu myaka ibiri ishize, isoko rya aluminiyumu ku isi ryagiye ryibasirwa n’ibihano n’imihindagurikire minini bifitanye isano.Nyuma y’ibihuha by’iryo tegeko, ihererekanyabubasha ry’i Londres ryemeje mu mpera za Nzeri ko ririmo gutekereza ku guhagarika amabuye y’Uburusiya, bigatuma ibiciro by’ibyuma bifitanye isano i Londres, aho aluminium ya Londres yazamutse hafi 8%.Mu ntangiriro za 2018, igiciro cyazamutseho 30 ku ijana mu gihe ibihano by’imari byafatiwe Rusal.
Uburusiya ni ubwa kabiri nyuma y’Ubushinwa bukora aluminiyumu nini cyane, bingana na 5-6 ku ijana by’ibicuruzwa bya aluminiyumu ku isi, ndetse no muri Amerika, bingana na 10 ku ijana by’ibicuruzwa bitumizwa muri Amerika muri Amerika. muri Amerika. ”Gu Fangda, ukuriye ubushakashatsi n’ubujyanama muri Guosen Futures, yavuze ko guhagarika Uburusiya bwa aluminiyumu bishobora kugira ingaruka nini ku isoko ry’ubucuruzi bwa aluminiyumu ku isi, bigatuma abakiriya bo muri Amerika ndetse no mu bindi bihugu bashaka ubundi buryo bw'ibyuma. .
Usibye ihagarikwa rya bamwe mu bacuruzi ba aluminiyumu kubera ikibazo cy’ingufu z’uburayi, hamwe no gucikamo ibice mu karere no kudahuza amasoko yo mu mahanga byatewe n’ibihano by’Uburayi na Amerika ku Burusiya, ibyifuzo by’isoko by’ibicuruzwa bya aluminiyumu byo mu mahanga bikomeza gukomera. ”Mu kibazo cy’ingufu z’amahanga mu mahanga ndetse n’ingutu zitangwa n’ibicuruzwa byerekana inyuma, urwego rwa aluminiyumu, cyane cyane umusaruro n’ubucuruzi byahuye n’ibibazo bitigeze bibaho, kubera ko Uburayi na Amerika ibindi bihano by’icyuma cy’Uburusiya bishobora kongera amacakubiri mu karere no gutanga no gusaba bidahuye, mu mahanga kuzenguruka ku buntu ibiciro by’ibikoresho fatizo cyangwa bizaba hejuru cyane, kandi byerekana aluminiyumu ihagarariwe n’ibyuma bidafite ingufu kandi isaba 'hanze imbere imbere irekuye' 'hanze ikomeye imbere mu ntege nke. ”BwanaGu
Fan Rui, umusesenguzi mukuru wa Guoyuan Futures, na we yemeza ko ingaruka z’ibihano by’Amerika kuri Rusal zitagomba gusuzugurwa, ariko ukurikije ingaruka zihariye, hashobora kubaho itandukaniro hagati y’ibihugu by’imbere n’amahanga.Isesengura ryihariye rya Fan Rui yavuze ko ku bijyanye n’isoko mpuzamahanga, uhereye kuri raporo iriho, uburyo Amerika yafatiye ibihano bushobora kuba bukubiyemo uburyo butatu, kandi ingaruka zitaziguye ni uko abatumiza mu mahanga aluminiyumu bazitonda, cyangwa bakanashakisha ubundi buryo buturuka mu bindi bihugu. .Muri icyo gihe, ihererekanyabubasha ry’i Londres riracyaganiraho niba ibyuma by’Uburusiya bigomba kubuzwa kwinjira mu ivunjisha, bikagabanya itangwa rya aluminium iboneka ku masosiyete mpuzamahanga ku isoko mpuzamahanga niba ibihano by’Amerika byatangajwe.Byongeye kandi, ibarura rya aluminiyumu ya lun iri ku rwego rwo hasi mu mateka, kandi politiki yo mu gihugu ya karuboni yo mu gihugu irashyirwa mu bikorwa, kandi uruganda rukora ibicuruzwa byo mu Burayi ruhura n’ibintu bitanga ingufu zidahungabana ndetse n’izamuka ry’ibiciro by’amashanyarazi, ati: “Mfite ubwoba ko bigoye kuzuza neza icyuho mu gihe gito ”.
Wang Xianwei, umushakashatsi mukuru muri Citic Construction Investment Futures, yavuze kandi ko Uburusiya bw’amashanyarazi ya aluminium y’amashanyarazi bugera kuri 12 ku ijana by’ibyoherezwa mu mahanga, kandi aluminium electrolytike yagurishijwe muri Amerika yari ifite 10% by’igurishwa ryayo mu 2021. Niba Amerika ibishyiraho ibihano, bizagira ingaruka zikomeye ku bucuruzi bwa aluminium mu Burayi no muri Amerika, ariko ingaruka ku biciro zishobora kuba nke.Yasobanuye ko ku ruhande rumwe, Uburusiya bwinjira mu bucuruzi bwa aluminiyumu bwahagaritswe mu buryo runaka nyuma y’amakimbirane hagati y’Uburusiya na Ukraine, kandi ko icyifuzo cyo mu mahanga gikomeje kugabanuka, bityo ingaruka ku biciro bya aluminium zikaba nke.
Nyamara, isoko iracyafite impungenge kuriyi ngingo, imikorere yihariye mumibare myinshi iheruka yoherezwa hanze ya aluminium ingot yo mu mahanga, ibarura rya LME ryagaragaye cyane.Bamwe mu bafite Rusal bahangayikishijwe n’ikiganza nyuma y’iterabwoba ryo guhagarika ubucuruzi, bityo bahitamo gutanga umubare munini wa disiki ya LME, kugira ngo bajugunye aho hantu. ”BwanaWang Xianwei yongeyeho.Guhana amakuru kandi byerekanye ko ories ya aluminiyumu yazamutseho toni 15,625 ku ya 13 Ukwakira, nyuma yo kwiyongera kuri toni zirenga 10,000 ku munsi wabanjirije uwo, ububiko bwa Klang bwiyongereye cyane.
Ubushinwa Anodized aluminium umwirondoro ukomeye
Noneho kubuza aluminiyumu bizagira ingaruka ku isoko ryimbere mu gihugu?Isesengura ryuzuye, rishingiye ku “bwigenge bugereranije” bwo gutanga isoko rya aluminiyumu yo mu gihugu ndetse n’ibisabwa, ingaruka zo guhagarika Uburusiya bwa aluminiyumu ku biciro bya aluminiyumu yo mu gihugu ntizishobora kugaragara.
Mbere na mbere, uhereye ku isoko mbere wari uhangayikishijwe n’ibibazo byinshi by’imbere mu gihugu, isesengura ry’umuringa wa Shanghai (SMM) ryerekanye ko mu 2022, aluminium y’amashanyarazi yo mu gihugu yongeye gutangira umusaruro, idirishya ritumizwa mu mahanga rifunze.Nubwo Uburusiya bwahoze butumiza mu mahanga ibicuruzwa bya aluminiyumu yo mu gihugu, ariko hiyongereyeho ubushobozi bwo gukora mu gihugu, igipimo cyo kwihaza mu gihugu kiri hejuru, igiciro cya aluminiyumu kirakomeye kandi gikomeye, ibicuruzwa bya aluminiyumu bitumizwa mu mahanga kugira ngo bikomeze igihombo, umubare munini wa aluminium y’Uburusiya mu Bushinwa ntabwo bishoboka, igihembwe cya kane cyangwa iracyakomeza kugumya ibicuruzwa bitumizwa mu mahanga
Icya kabiri, ukurikije imiterere yisoko rya aluminiyumu yimbere mu gihugu, Fan Rui yatangarije Xinhua Finance ko Ubushinwa ubwabwo aribwo butanga aluminiyumu nini ku isi, kandi ibarura ry’imbere mu gihugu rikaba rihagaze neza, hari ubushobozi buhagije bwo guhangana n’ingaruka ku isoko.
Yakomeje agira ati: "Ibicuruzwa bitangwa mu gihugu n'ibisabwa bifite ubukana bukomeye kandi bworoshye, cyane cyane ibyuma bitagira amabara ya aluminium umusoro w'imbere mu gihugu ndetse no hanze ntabwo bikomeye, bityo rero LME aluminium yiyongera mu bihe biri imbere bya aluminium ya Shanghai, ariko urebye icyorezo cy’imbere mu gihugu ndetse n’ingaruka zo gutanga ingufu, bamwe Inganda zidafite ingufu zihura n’umusaruro, igiciro n’ibicuruzwa bitangwa, kandi ibarura rya aluminiyumu yo mu gihugu riri ku rwego rwo hasi mu mateka, abashoramari bagomba mu Kwakira no mu Gushyingo hafi yo gutanga amasezerano adafite amabara ashobora guhindura gahunda y'ibihe, bagasaba gucunga imari no kugenzura ingaruka, biteguye kwimuka mu kwezi gutera imbere, kugabanya byimazeyo n’iterabwoba rishobora kuba isoko ry’imihindagurikire y’isoko. ”BwanaGu yatanze igitekerezo.
Igihe cyo kohereza: Ukwakira-14-2022