Litšobotsi tsa ts'ebetso ea Indasteri ea Aluminium le tlhahlobo ea maemo

Tlaleho ea khoeli le khoeli ea index ea boemo ba leholimo ea indasteri ea ho qhibilihisa Aluminium naheng ea China
Phupu 2022
Mokhatlo oa indasteri ea non-ferrou ea China

Ka July, index ea Climate ea indasteri ea ho qhibilihisa aluminium Chaena e ne e le 57,8, e fokotsehile ka 1.6% ho tloha khoeling e fetileng, empa e ntse e le karolong e ka holimo ea "sebaka se tloaelehileng";Lenane la lihlopha tse ka sehloohong e ne e le 68.3, e fokotsehile ka 4% ho tloha khoeling e fetileng.Ka kopo sheba lethathamo la 1 le ka tlase - index ea Tlelaemete ea indasteri ea ho qhibilihisa aluminium ea China likhoeling tse 13 tse fetileng:

Lethathamo la 1. index ea Tlelaemete ea indasteri ea ho qhibilihisa aluminium ea China ea likhoeli tse 13 tse fetileng

Kgwedi Leading coindex ea mposite Cketsahaloindex ea motsoako Lag composite index Climateindex
    Ytsebe2005 =100 Selemo sa 2005 = 100  
Phupu 2021 83.5 121.4 83.8 70.7
Aug. 2021 82.2 125.1 90 70.9
Loetse 2021 81.9 129.7 95 71.2
Oct. 2021 81.6 132.8 97.6 70.5
Nov. 2021 80.2 137.2 97.3 68.1
Tšitoe 2021 78.9 140.6 95.8 65.1
Pherekhong 2022 79.2 144.6 94.5 62.5
Hlakola. 2022 81.1 148.4 94.6 62.4
Mar. 2022 82.3 152.3 96.9 62.8
Mmesa 2022 80.5 156 101.4 62.3
Mots'eanong.2022 76.3 160 106.9 60.8
Phup. 2022 72.3 163.8 112 59.4
Phupu 2022 68.3 167.6 115.6 57.8

 

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chate 1 mokhoa oa boemo ba Climate index of China aluminium smelting industry

Lenane la boemo ba leholimo le theoha hanyane "sebakeng se tloaelehileng"

Ka July, index ea Climate ea indasteri ea ho qhibilihisa aluminium Chaena e ne e le 57,8, e fokotsehile ka 1.6% ho tloha khoeling e fetileng, empa e ntse e le karolong e ka holimo ea "sebaka se tloaelehileng";Ka kopo sheba chate ea 1 e ka tlase - mokhoa oa boemo ba leholimo ba indasteri ea ho qhibilihisa aluminium ea China.

Che. Ntho 2021 2022
    Jul Aug Sept Oct Nov Tšitoe Jan Hlakola Mar Mmesa Mots'eanong Jun Jul
1 LME le.Settletheko O O O O O O O O O O O O O
2 M2 O O O O O O O O O O O O O
3 Total palo eainvest inho qhibilihisa O O O O O O O O O O O O O
4 Thekiso ea matlo O O O O O O O O O O O O O
5 Ethutomoloko O O O O O O O O O O O O O
6 Othoholetsoaluminium ea electrolytic O O O O O O O O O O O O O
7 Sehlahisoa sa Alumina O O O O O O O O O O O O O
8 Chelete e ka sehloohong ea khoebo O O O O O O O O O O O O O
9 Totalpalo ea phaello O O O O O O O O O O O O O
10 Kakaretso ea chelete e romelloang kantle ho nahaation O O O O O O O O O O O O O
  Ckahohleindex ea boemo ba leholimo O O O O O O O O O O O O O

 

Maikutlo: O Ho chesa ho Feta;O Mocheso;O Tloaelehileng;O batang;O Overcold
Lethathamo la 2. Leseli la pontšo ea persperity ea indasteri ea ho qhibilihisa aluminium ea China

Ho tloha ho Lethathamo la 2. leseli la pontšo ea persperity ea indasteri ea ho qhibilihisa aluminium ea China, re ka bona hore lintho tse 7 ho tsoa ho lintho tse 10 tse etsang index ea boemo ba leholimo ba indasteri, LME aluminium settle price, M2, kakaretso ea chelete ea lichelete ho smelting, output. aluminium ea electrolytic, chelete e kenang ea khoebo, kakaretso ea phaello le kakaretso ea thomello ea kantle ho naha kaofela li lula sebakeng se tloaelehileng, ke lintho tse tharo feela tse kang thekiso ea matlo le meaho, tlhahiso ea motlakase le tlhahiso ea alumina d.
Rop ho ea sebakeng se batang.

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Maikutlo: index ea motsoako o moputsoa;index ea motsoako o mofubelu o kopaneng;index ea motsoako o motala-lag
chate 2 - mothinya oa index e kopantsoeng ea indasteri ea ho qhibilihisa ea China

Index ea likarolo tse ka sehloohong e theoha hanyane

Ka July, index ea lihlopha tse ka sehloohong e ne e le 68.3, e fokotsehile ka 4%.Ka kopo, sheba chate ea 2 - lekhalo la index e kopaneng ea indasteri ea ho qhibilihisa ea China.Har'a lintho tse 5 tse etsang index ea likarolo tse ka sehloohong, ho na le lintho tse 4 tse theohileng ho tloha khoeling e fetileng ka mor'a ho lokisoa ha nako, mohlala, theko ea LME e theohile ka 3.7%, palo eohle ea matsete a ho qhibiliha e theohile ka 3.5%, Real estte. thekiso e theohile ka 4.9% mme tlhahiso ea motlakase e theohile ka 0.1%.

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chate 3 - theko mokhoa oa ka sehloohong konteraka aluminium theko ea Shanghai Exchange

Litšobotsi tsa ts'ebetso ea Indasteri ea Aluminium le tlhahlobo ea maemo

Ka Phupu, katleho ea indasteri ea ho qhibilihisa aluminium ka kakaretso e ile ea lula e le karolong e kaholimo ea maemo a tloaelehileng.
Zone, litšobotsi tsa ts'ebetso li bonts'a ka tlase:

1) Theko ea aluminium e theohile ho tloha botlaaseng ba eona ka Phupu. Theko ea aluminium e ile ea phahama hape ka ho ts'oha ka mor'a ho oa ho matla halofo ea pele ea Jul. 'me e ile ea khaotsa ho theoha le ho phahama hanyenyane bofelong ba July.'Maraka oa machaba, theko ea aluminium e theohile. hammoho le mathoasong a Jul ka ba amehileng haholo ka tebello e matla ea hore US Ferderal Reserve e tla eketsa sekhahla sa tsoala.'Me theko ea aluminium e theoha ho tloha boemong bo tlaase ka chelete e telele e phallang;Mmarakeng oa lehae, theko ea aluminium e ile ea theoha ha mafu a seoa a covid-19 a ntse a pheta-pheta le maikutlo a makhutšoane a laola 'maraka, theko ea aluminium e ile ea theoha 'me ea eketseha hanyenyane bofelong ba Phupu. /ton, e theohile ka RMB610/ton ka khoeli e fetileng, 3.2% khahlanong le bofelong ba Phuptjane ka kopo, sheba chate 3 - mokhoa oa theko ea theko e kholo ea konteraka ea aluminium ea Shanghai Exchange:

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rks: mola o moputsoa: tlhahiso ea alumina (lithane tse 10K, ka ho le letšehali);mohala o mofubelu: electrolytic aluminium letsatsi le letsatsi (lithane tse 10k, ka ho le letona)
Chate ea 4 - karolelano ea letsatsi le letsatsi ea lihlahisoa tsa aluminium tse qhibilihisang

2) Kakaretso ea tlhahiso ea aluminium ea electrolytic le alumina e ile ea lula e tsitsitse 'me tlhahiso ea letsatsi le letsatsi e eketseha ka selemo pele ho moo.Ha karolo ea phepelo e ntse e tsoela pele butle-butle tlhahiso, haholo-holo matla a tlhahiso profinseng ea Yunan a potlakisa ho tsosolosa tlhahiso, hammoho le bokhoni bo bocha bo kentsoeng tlhahisong, tlhahiso ea aluminium ea electrolytic e ile ea eketseha butle-butle.Ka Jun, kakaretso ea aluminium ea electrolytic ka Jun e fihlile ho lithane tse 3,391,000, e eketsehile ka 3.2% ka selemo pele;karolelano ea tlhahiso ea letsatsi le letsatsi e fihlile ho lithane tse 113,000, e eketsehile ka lithane tse 2,700 ka khoeli pele ho moo, le lithane tse 1,100 ka selemo pele ho moo.kakaretso ea tlhahiso ea alumina ka Jun e fihlile ho lithane tsa 7,317,000, karolelano ea letsatsi le letsatsi e fihlile ho lithane tse 243,000, e eketsehile ka lithane tse 20,000 ka khoeli pele, le lithane tse 9,000 ka selemo.Ka kopo sheba Chate ea 4 - karolelano ea letsatsi le letsatsi ea lihlahisoa tse qhibilihang tsa aluminium:

3) Tšebeliso e bonahalang ea aluminium lapeng ka linako tse ling e ile ea eketseha 'me ka linako tse ling ea fokotseha. ha e hlahe.Leha mmuso oa Chian o ile oa hlahisa maano a mangata a molemo ho khothaletsa tšebeliso.'Me comsumption ka July e bonahala e ntlafala, empa ntlafatso e ne e sa totobala hakaalo le indasteri ea thekiso ea matlo e ntse e sa lekana le ho boloka tlhokahalo ea ho fumana chelete.Ha e ntse e fihla sehleng se bataletseng, lebelo la ho ntlafatsa tlhokahalo le tla tsoela pele ho fokotseha.Haeba u sheba tšimo e sebelisoang haholo ea aluminium, ka mohlala, indastering ea thekiso ea matlo, lichelete tsa lichelete tsa naha ka June e ne e le RMB1618.1bilione, e theohileng ka 8,9% ka selemo pele;sebaka sa fatše se ntseng se hahuoa se theohile ka 2.8% ka selemo se fetileng, sebaka se secha sa kaho se fokotsehile ka 34.4% mme sebaka sa mokatong oa moaho se phethiloeng se theohile ka 15.3%.Indastering ea likoloi, tlhahiso le thekiso li bonts'a hore li betere ho feta ka nako e ts'oanang le selemong se fetileng, tlhahiso le thekiso ea likoloi ka Phuptjane e fihlile ho 2,455,000 le 2,420,000 ka ho latellana, e theohile ka 1.8% le 3.3% ka khoeli ka ho latellana, mme e eketsehile 31.5% le 29.7% ka selemo pele ho moo.Phallo ea naha ka bophara ea profil ea aluminium extrusion ka Phuptjane e ne e le lithane tse 5,501,000, e theohile ka 6.7% ka selemo se fetileng, ha tlhahiso ea naha ea aluminium alloy ka Phuptjane e ne e le lithane tse 1,044,000, e eketsehile ka 11.2% ka selemo se fetileng.
4) Ho tlisoa ha Bauxite kantle ho naha le ho romelloa kantle ha profil ea aluminium extrusion ho ile ha theoha ka selemo se fetileng.Ka lebaka la khaello e mpe ea bauxite naheng ea China le ho thibeloa ha leano la ho reka kantle ho naha, khoebo ea machaba ea mohlodi oa aluminium le aluminium ea motlakase e ile ea lula e le kantle ho naha.Mabapi le Bauxite, Chaena e ile ea reka lithane tse 9,415,000 tsa tšepe ea aluminium le metsoako ea eona ka June, e fokotsehile ka 7.5% ka selemo se fetileng;Aluminium extrusion profiles e ile ea lula e le paradigm e ncha ea nts'etsopele e nang le potoloho e 'meli, eo ho eona limmaraka tsa malapeng le tsa mose ho maoatle li matlafatsanang,' me 'maraka oa naha e le oona oa mantlha.Ho romelloa kantle ha aluminium le lihlahisoa tsa aluminium tse sa sebetsoang ka Phuptjane e bile lithane tse 591,000, tse tlositsoeng ke 50.5% ka selemo se fetileng.

Ka kakaretso, tlas'a maemo a hore moruo oa naha o hola ka mokhoa o tsitsitseng, o tsitsitseng le o hokahaneng, re ka bolela esale pele hore indasteri ea ho etsa aluminium ea China e tla lula e sebetsa sebakeng se tloaelehileng bakeng sa nako e tlang.


Nako ea poso: Sep-09-2022