Dukurikije imibare yavuye mu burasirazuba bwa Fortune Choice, guhera ku ya 16 Nyakanga, 14 muri 26 A-imigabane 26 yashyizwe ku rutonde muri umwirondoro wa aluminium mubushinwabasohoye igice cyambere cyateganijwe cyerekana, muri bo 13 bageze ku nyungu nimwe yatakaye.Ugereranije nigihe kimwe cyumwaka ushize, ibigo 11 byageze ku iterambere ryiza, muri byo ibigo 7 birimo Shenhuo Co., Ltd. na Dongyang Sunshine byongereye inyungu zirenga 100%.
Ati: “Mu gice cya mbere cy'umwaka, igiciro cya aluminiyumu cyari ku rwego rwo hejuru mu gihe kimwe mu myaka yashize, kandi inyungu z'amasosiyete ya aluminium yari nziza cyane.Kugeza ubu, iteganyagihe ry’igihe giciriritse ry’amasosiyete yashyizwe ku rutonde muri uru ruganda arahuye n'ibiteganijwe ku isoko. ”Umusesenguzi w’inganda zidafite ingufu yatangarije umunyamakuru wa "Securities Daily" ko mu bijyanye n’ibisabwa, nubwo inganda z’imitungo itimukanwa, zikoreshwa cyane na aluminium, zifite iterambere rito, ariko ikoreshwa mu bijyanye n’imodoka n’ingufu rifite byakomeje kwiyongera, biba inshingano nyamukuru yo kwiyongera kwa aluminium.
Ibiciro bya aluminium bigenda hejuru
Ibigo byinshi bya aluminiyumu biteganijwe ko byongera imikorere yabyo
Nk’uko imibare rusange ibigaragaza, kuva mu gice cya mbere cy’umwaka wa 2022, icyorezo cyagiye gikurikirana inshuro nyinshi kwiyongera kw’amakimbirane ya politiki, bigatuma ibiciro bya aluminiyumu bihindagurika kugeza hejuru.Muri byo, Shanghai Aluminium yigeze kuzamuka igera kuri 24.020 Yuan / toni, igera ku rwego rwo hejuru;London Aluminium ndetse yageze hejuru cyane, agera kuri 3.766 US $ / toni.Ibiciro bya Aluminiyumu biri ku rwego rwo hejuru, kandi amasosiyete menshi ya aluminiyumu yashyizwe ku rutonde yatanze amatangazo yo kongera ibikorwa mbere.
Ku ya 15 Nyakanga, Hongchuang Holdings yashyize ahagaragara iteganyagihe.Biteganijwe ko izabona inyungu ingana na miliyoni 44.7079 kugeza kuri miliyoni 58.0689 Yuan kuva Mutarama kugeza Kamena 2022, igahindura igihombo mu nyungu.Isosiyete yavuze ko mu gice cya mbere cy’umwaka wa 2022, izamuka ry’ibiciro bya aluminiyumu mu gihugu no hanze yacyo, ihindagurika ry’ivunjisha ryemeza ibyoherezwa mu mahanga, guhindura imiterere y’ibicuruzwa, no gushimangira igenzura ry’ibiciro ni urufunguzo rwo guhindura igihombo mu nyungu z’isosiyete.
Ku ya 12 Nyakanga, Shenhuo Co., Ltd yasohoye itangazo ku iyongerwa ry’imbere mu gice cya mbere cy’umwaka, bikaba biteganijwe ko izagera ku nyungu ingana na miliyari 4.513 mu gice cya mbere cy’umwaka, umwaka- kwiyongera ku mwaka kwiyongera 208.46%.Impamvu yo kuzamura imikorere yayo ni uko usibye umushinga wa toni 900.000 wa Yunnan Shenhuo Aluminum Co., Ltd ugera ku musaruro, izamuka rikabije ry’ibiciro bya aluminium ya electrolytike n’ibicuruzwa n’amakara nabyo ni ikintu gikomeye.
Abasesenguzi bavuzwe haruguru bavuze ko izamuka rusange ry’ibiciro bya aluminium biterwa ahanini n’imivurungano y’amakimbirane ya politiki.Ku ruhande rumwe, bigira ingaruka ku itangwa rya aluminiyumu y'ibanze, ku rundi ruhande, rizamura ibiciro by'ingufu mu Burayi, bigatuma izamuka ry'ibiciro byo gushonga aluminium.Iyobowe na LME, inyungu zamasosiyete ya aluminium ya electrolytike yo mu gihugu yazamutse ku rwego rwo hejuru.Dukurikije ibigereranyo, inyungu mpuzandengo kuri toni ya aluminiyumu mu nganda icyo gihe yari igeze ku mafaranga 6.000, kandi ishyaka ry’umusaruro w’ibigo ryari ryinshi, kandi muri icyo gihe, ibyoherezwa mu mahanga byoherezwa mu mahanga bya aluminiyumu.
Icyakora, nyuma yuko Banki nkuru y’igihugu yazamuye igipimo cy’inyungu, hamwe n’ibyorezo by’imbere mu gihugu, ibiciro bya aluminiyumu byatangiye kugabanuka.Muri byo, aluminium ya Shanghai yigeze kugabanuka igera kuri 18,600 yu / toni;Aluminium ya Londres yagabanutse kugera ku madorari 2,420 US / toni.
Nubwo Umwirondoro wa Aluminium igiciro mugice cya mbere cyumwaka cyerekanaga icyerekezo cyo kuzamuka mbere hanyuma kigabanuka, inyungu rusange yibikorwa bya aluminium byari byiza.Fang Yijing, umusesenguzi muri Shanghai Steel Union, yatangarije umunyamakuru wa “Securities Daily”, ati: “Kuva muri Mutarama kugeza muri Kamena 2022, igiciro kiremereye cya aluminium electrolytike ni 16.764 Yuan / toni, kikaba ari kimwe n’igiciro cy’ibiciro bya Shanghai Steel Union's aluminiyumu kuva muri Mutarama kugeza muri Kamena muri uko kwezi.Ugereranije n'ikigereranyo cyo hagati ya 21.406 Yuan / toni, impuzandengo y'inganda zose ni hafi 4,600 / toni, yiyongereyeho 548 / toni ugereranije n'icyo gihe cyashize umwaka ushize. ”
Kugabanuka kw'imitungo itimukanwa
Imbaraga zimodoka zimaze kwiyongera kubisabwa "inshingano"
Ukurikije igihugu cyanjye cya electrolytike ya aluminium itumanaho ku isoko ry’abaguzi, kubaka amazu atimukanwa, ubwikorezi n’amashanyarazi n’ibice bitatu byingenzi, bingana na 60% byuzuye.Mubyongeyeho, hariho porogaramu mugihe kirekire cyabaguzi, gupakira hamwe nimashini.
Dukurikije imibare yaturutse mu kigo cy’igihugu gishinzwe ibarurishamibare, kuva muri Mutarama kugeza Gicurasi uyu mwaka, ishoramari ry’iterambere ry’imitungo y’igihugu ryari miliyari 5.213.4 y’amayero, umwaka ushize ugabanuka 4.0%.Ubuso bwagurishijwe amazu yubucuruzi bwari metero kare miliyoni 507.38, umwaka ushize wagabanutseho 23,6%.Ahantu hubatswe amazu yimishinga iteza imbere imitungo itimukanwa yari metero kare 8.315.25, umwaka ushize wagabanutse 1.0%.Ubuso bushya bwubatswe ni metero kare miliyoni 516.28, munsi ya 30.6%.Ubuso bwuzuye bwamazu bwari metero kare 233.62, munsi ya 15.3%.Imibare ya Mysteel yerekana ko kuva Mutarama kugeza Gicurasi uyu mwaka, umusaruro wa profili ya aluminiyumu wageze kuri toni miliyoni 2.2332, umwaka ushize ugabanuka toni 50.000.
Ati: “N'ubwo igipimo cya aluminiyumu ikoreshwa mu bwubatsi n’inganda zitimukanwa cyamanutse kiva kuri 32% mu 2016 kigera kuri 29% mu 2021, icyifuzo cya aluminium mu bwikorezi, ibikoresho bya elegitoroniki, gupakira ndetse n’izindi nzego kiragenda byiyongera.”Fang Yijing yizera ko, cyane cyane kungukirwa n’imodoka z’ingufu nshya no kugabanya ibiro by’umubiri ari ngombwa, kandi aluminium yo gutwara abantu ikomeje kwiyongera, ibaye imbaraga zambere mu kuzamuka kwa aluminiyumu.Mu rwego rwo kuzamuka gahoro, ibikorwa remezo bishya by’ingufu nabyo biteganijwe ko bizashyira ingufu, kandi kubaka amashanyarazi n’amashanyarazi bishobora guteza imbere ikoreshwa rya aluminium mu nganda zikoresha amashanyarazi kugira ngo ryiyongere ku buryo bugaragara.
Nk’uko imibare yashyizwe ahagaragara n’ishyirahamwe ry’imodoka mu Bushinwa mu minsi yashize, ku mbaraga zihuriweho n’impande zose, inganda z’imodoka zavuye ku mwanya wo hasi cyane muri Mata, aho miliyoni 12.117 na miliyoni 12.057 by’imodoka n’ibicuruzwa mu gice cya mbere cy’igice cya mbere umwaka.Muri byo, imikorere yumusaruro nogurisha muri kamena yari nziza kuruta igihe kimwe cyamateka.Gukora no kugurisha imodoka mu kwezi byari miliyoni 2.499 na miliyoni 2.502, byiyongereyeho 29.7% na 34.4% ukwezi ku kwezi, naho umwaka ushize byiyongera 28.2% na 23.8%.By'umwihariko, kwiyongera guhoraho kw’imodoka z’ingufu nshya bizatuma iterambere ryihuta ry’ibicuruzwa bya aluminium.
Capital Securities yizera ko ingano ya aluminium ikoreshwa mu modoka nshya y’igihugu cyanjye izagera kuri toni miliyoni 1.08 mu 2022, ikiyongeraho toni 380.000 mu gihe kimwe n’umwaka ushize.
Ibisabwa kuri aluminiyumu mu nganda zifotora bigabanijwemo ibice bibiri: ikadiri na brake.Ingano ya aluminiyumu ikoreshwa mu ikarito ya Photovoltaque ni toni zigera ku 13.000 / GWh, naho aluminiyumu ikoreshwa mu gufotora amashanyarazi ni toni 7,000 / GWh.Fang Yijing yizera ko mu rwego rwo kuzamuka kwiterambere, ibikorwa remezo bishya by’ingufu bizakoresha imbaraga.Biteganijwe ko inganda zifotora zizakoresha toni miliyoni 3.24 za aluminium mu 2022, umwaka ushize wiyongereyeho toni 500.000.
Igihe cyo kohereza: Kanama-17-2022