(1) Kayayyaki: A cewar Esser Consulting, a watan Yuni, farashin ma'aunin farashin anode da aka riga aka gasa na wani babban masana'antar aluminum a Shandong ya faɗi da yuan 300/ton, farashin musayar yanzu shine yuan 4225/ton, kuma farashin karɓa shine yuan 4260/ton.
(2) Buƙata: A makon da ya ƙare a ranar 2 ga Yuni, manyan kamfanonin sarrafa aluminum na cikin gida suna aiki da kashi 64.1% na ƙarfin aiki, ba tare da canzawa ba daga makon da ya gabata, a cewar SMM. Matsakaicin aiki na farantin kebul na aluminum na mako kawai ya tashi, layin farantin aluminum, ƙimar aikin bayanin martaba na aluminum da buƙatar lokacin hutu ya ragu. Bayan watan Yuni, tasirin lokacin hutu ya bayyana a hankali, kuma umarnin kowane farantin ya nuna raguwar aiki.
(3) Kayayyaki: Ya zuwa ranar 1 ga Yuni, kayan LME sun kai tan 578,800, sun ragu da tan 0.07,000 a wata-wata. Rangwamen ajiya na lokacin da ya gabata shine tan 68,900, raguwar yau da kullun shine tan 0.2,700. Ma'ajiyar kayan aluminum ta SMM tan 595,000, raguwar tan 26,000 daga kwanaki 29 da suka gabata.
(4) Kimantawa: Ya zuwa ranar 1 ga Yuni, farashin A00 aluminum ingot ya kai yuan 40, kowace rana bayan wata ya ragu da yuan 20. An kiyasta farashin aluminum electrolytic shine yuan 16,631/ton, yana raguwa da yuan 3 a kowace rana idan aka kwatanta da watan da ya gabata. Ribar aluminum ta kai yuan 1769, kowace rana - bayan wata ya karu da yuan 113.
Binciken gabaɗaya: A ƙasashen waje, ma'aunin masana'antu na Amurka ISM na watan Mayu ya kasance 46.9, ƙasa da tsammanin 47, tare da ma'aunin biyan kuɗi ya faɗi zuwa 44.2 daga 53.2, yuwuwar hauhawar farashin Fed mai maki 25 a watan Yuni ya faɗi ƙasa da 50%, tsammanin hauhawar farashi ya koma Yuli, kuma ma'aunin dala ya fuskanci matsin lamba don ɗaga farashin aluminum. A cikin gida, PMI na masana'antu na Caixin ya tashi da maki 1.4 zuwa 50.9 a watan Mayu daga Afrilu, wanda ya bambanta da PMI na masana'antu na hukuma, wanda ya fi mai da hankali kan ƙananan da matsakaitan kamfanoni waɗanda ke fitarwa, yana ƙara kwarin gwiwa a kasuwa. Dangane da tushe, rage farashin oxidation da anode yana haifar da ƙimar farashin narkar da aka kiyasta, kuma tallafin farashi yana ci gaba da raguwa. Binciken ƙasa ya nuna cewa rashin buƙata a lokacin hutun bazara yana haifar da raguwar oda a kowane faranti. A halin yanzu, ƙarshen kayan aluminum ya faɗi ƙasa da maki 600,000, kasuwar Kudancin China ta ci gaba da fuskantar ƙarancin wadata, har ma da bambancin tushe guda uku a mafi girma, farashin aluminum na ɗan gajeren lokaci har yanzu yana da ƙarfi. A cikin matsakaici, ƙarshen tallace-tallace na gidaje da sabbin gine-gine ba su da ƙarfi, farashin narkar da shi ma yana ci gaba da raguwa, tarin ribar aluminum don faɗaɗa wahalar yana da yawa, ra'ayin sake dawowa.
Lokacin Saƙo: Yuni-09-2023
