Nyuma yo kugabanya no guhagarika inganda za aluminium electrolytike muri Sichuan, Chongqing nahandi hantu kubera amashanyarazi, amashanyaraziumwirondoro wa aluminium mubushinwa bagabanije kandi umusaruro kubera kugabanuka kw'amashanyarazi.
Ingaruka zibi, igiciro cya aluminium aluminium yazamutse.Datayes, amakuru y’itumanaho, yerekanye ko guhera ku ya 15 Nzeri, igiciro nyamukuru cy’amasezerano y’igihe kizaza cya aluminium ya Shanghai cyafunze 215 kugeza kuri 18.880 / toni;LME ibiciro byigihe kizaza byatangiye kwiyongera kuva kurwego rwo hasi, kuri 9 Byakozeho $ 2,344 / toni ku ya 13 Werurwe, bizamuka iminsi 4 yikurikiranya.
Ku ya 14 Nzeri, Shenhuo Co., Ltd. yatangaje ko ishami ryayo ryitwa Yunnan Shenhuo Aluminum Co., Ltd. ryakiriye itumanaho n’ishami rishinzwe gutanga amashanyarazi Wenshan.Kuva ku ya 10 Nzeri, izakora imicungire y’ingufu mu kuzimya ikigega, kandi izahindura imitwaro y’amashanyarazi kugeza ku rwego rwo hasi mbere ya 12.Kuri kilowati miliyoni 1.389, umutwaro w'amashanyarazi uzahindurwa utarenze kilowati miliyoni 1.316 mbere yitariki ya 14 Nzeri.
Umunsi umwe, Yunnan Aluminum Co., Ltd. yatangaje kandi ko kuva ku ya 10 Nzeri, isosiyete n’inganda ziyobowe na electrolytike ya aluminium ya aluminium bazakora imicungire y’ingufu bahagarika ikigega, kandi umutwaro w’amashanyarazi uzagabanukaho 10% mbere yitariki ya 14 .
Mu mpera za Kanama, ibyifuzo byo kugabanya amashanyarazi mu Ntara ya Sichuan byongeye kuvugururwa, bisaba ko inganda zose za aluminium electrolytike zihagarika umusaruro.
Ku bijyanye n’amasosiyete yashyizwe ku rutonde, Zhongfu Industry yatangaje ku ya 15 Kanama ko ubushobozi bw’umusaruro w’ishami ryayo rya Guangyuan City Linfeng Aluminium n’amashanyarazi, Ltd hamwe n’ishami ryayo rya Guangyuan Zhongfu High Precision Aluminum Co., Ltd. bizahagarikwa icyumweru guhera ku ya 14 Kanama. Politiki yo kugabanya ingufu za kabiri yagize ingaruka ku musaruro wa aluminium electrolytike mu bimera bibiri twavuze haruguru kuri toni zigera ku 7.300 na 5.600.Biteganijwe ko inyungu zose zituruka ku isosiyete yashyizwe ku rutonde zizagabanuka hafi miliyoni 78.
Muri rusange, icyiciro cyambere cyo kugabanya amashanyarazi cyagize ingaruka zikomeye ku bushobozi bwo gukora aluminium electrolytike mu Ntara ya Sichuan.Nk’uko imibare ya SMM ibigaragaza, mu mpera za Kamena, ingufu za aluminium ya electrolytike yo mu Ntara ya Sichuan yari toni miliyoni.Kubera ingaruka z’ibura ry’amashanyarazi, ryatangiye gusohora ikimenyetso cyo kugabanya imizigo no kugeza amashanyarazi ku baturage kuva muri Nyakanga rwagati, maze iradandabirana kandi irinda impinga yonyine.Nyuma yo kwinjira muri Kanama, ikibazo cyo gutanga amashanyarazi cyarushijeho gukomera, kandi igipimo cyo kugabanya umusaruro w’ibiti bya aluminiyumu cyaragutse.
Kugabanya hamwe umusaruro wa aluminium electrolytike muri Yunnan kuri iyi nshuro, nk’uko abasesengura inganda babitangaza, bishobora kuba bifitanye isano n’igabanuka ry’amashanyarazi ya Yunnan kubera ingufu z’ikirere bitewe n’ikirere, ikirere ndetse n’izindi mpamvu.
Nk’uko isesengura ry’ubushakashatsi bwakozwe na Galaxy Securities ribitangaza, kuva muri Nyakanga, Yunnan yakomeje kugira ubushyuhe bwinshi, amapfa, n’imvura nkeya, kandi umubare w’amazi yinjira wagabanutse ku buryo bugaragara.Ari hafi kwinjira mugihe cyizuba muri Yunnan.
Nk’uko amakuru rusange abitangaza, mu Ntara ya Yunnan hari inganda enye nini nini za electrolytike ya aluminium ya elegitoronike, ari yo Yunnan Aluminum Co., Ltd., Yunnan Shenhuo, Yunnan Hongtai New Materials Co., Ltd., ishami ry’isosiyete ikora ku rutonde rwa Hong Kong mu Bushinwa. Hongqiao, na Yunnan Qiya Metal Co., Ltd.
Imibare ya SMM yerekana ko guhera mu ntangiriro za Nzeri uyu mwaka, aluminium ya electrolytike mu Ntara ya Yunnan yari imaze kubaka toni miliyoni 5.61 n’ubushobozi bwa toni miliyoni 5.218, bingana na 12.8% by’ubushobozi rusange bw’igihugu.Nubwo inganda nyinshi za aluminium muri Yunnan ziherutse kwitabira imicungire y’ingufu zikoreshwa muri ako karere kandi zihagarika umusaruro ku kigero cya 10%, amashanyarazi ya Yunnan aracyafite ubwoba.
Ku isoko mpuzamahanga, uruhande rutanga aluminium ya electrolytike narwo rwatangiye gukomera.Dukurikije imibare y’ishyirahamwe ry’ibyuma bya Shanghai, hamwe n’ikibazo cy’ingufu zikomeje kwiyongera mu Burayi, igabanuka ry’umusaruro wa aluminium electrolytike wakomeje kwiyongera kuva mu Burayi kugera muri Amerika ya Ruguru.Kuva mu Kwakira 2021 kugeza mu mpera za Kanama uyu mwaka, igabanuka ry'umusaruro ryatewe n'ikibazo cy'ingufu mu Burayi no muri Amerika y'Amajyaruguru ryageze kuri toni miliyoni 1.3 / umwaka, muri zo toni miliyoni 1.04 / umwaka mu Burayi na toni 254.000 / umwaka muri Amerika .Byongeye kandi, ibigo bimwe na bimwe biratekereza kugabanya umusaruro.Uruganda rwa Neuss aluminium rwo mu Budage ruherutse kuvuga ko ruzafata icyemezo muri Nzeri niba kugabanya umusaruro ku kigero cya 50% kubera ingufu nyinshi.
Isesengura rya GF Futures ryavuze ko kuva mu 2021, umusaruro wa aluminium electrolytike mu Burayi wageze kuri toni miliyoni 1.5.Kugeza ubu, bamwe mu bashoramari baracyasinyanye amasezerano maremare n’amashanyarazi.Mugihe amasezerano arangiye, abashoramari bazahura nibiciro byamashanyarazi kumasoko., gushira igitutu kubiciro bya smelter.Mu bihe biri imbere, hamwe n’igihe cy’ibihe byo gukenera gaze gasanzwe mu Burayi mu gihe cy'itumba, ibura ry'amashanyarazi mu Burayi rizagorana kugabanya, kandi ibyago byo gutanga aluminium ya electrolytike bizakomeza kubaho.
GF Futures ivuga ko ubushobozi bwo gukora bwa aluminium electrolytike muri Yunnan bugera kuri toni miliyoni 5.2, zishobora kugabanya umusaruro hafi 20%.Bavuze ko agace ka Sichuan katewe n’ubushyuhe bwinshi n’amapfa mu ntangiriro, ubushobozi bwa toni miliyoni imwe ya aluminium electrolytike yari hafi guhagarara mu mpera za Kanama, kandi bizatwara nibura amezi 2 kugira ngo ukomeze umusaruro .Biteganijwe ko itangwa rya aluminium ya electrolytike yo mu gihugu izagabanuka cyane.
Igihe cyo kohereza: Nzeri-17-2022