Thaum pib ntawm Xyoo Tshiab poob qis, cov nqi txhuas hauv qab qhov kev txhawb nqa tuaj yeem tuav?
Tom qab lub Xyoo Tshiab Xyoo 2023, cov nqi txhuas hauv tsev tau poob qis, tom qab ob lub hlis rov qab qis dua 18000 yuan / tuj kab, cov nqi qis thiab kev txhawb nqa tuaj yeem tuav tau?
Kev lag luam macro tau hloov ntawm txoj cai sab mus rau sab ntaub ntawv
Kev tshuaj xyuas tag nrho lub Kaum Ob Hlis, nrog rau kev tsaws ntawm Tsoom Fwv Teb Chaws Reserve tus nqi nce nyob rau lub Kaum Ob Hlis thiab lub rooj sib tham ntawm Domestic Central Economic Work Conference, ib tug series ntawm macro txheej xwm tseem ceeb hauv kev ua lag luam tau tsaws thiab maj mam zom los ntawm kev ua lag luam.Saib ua ntej rau thaum pib ntawm lub xyoo, kev lag luam macro yuav hloov ntawm txoj cai kawg mus rau cov ntaub ntawv macro.
Hauv tsev, kev tsim khoom hauv tsev PMI nyob rau lub Kaum Ob Hlis yog 47.0%, nqis 1.0 feem pua ntawm lub hli dhau los, qhov qis tshaj plaws rau xyoo;PMI tsis tsim khoom nyob rau lub Kaum Ob Hlis yog 41.6%, nqis 5.1 feem pua ntawm cov ntsiab lus ntawm lub hli dhau los, kuj tseem poob qis tshiab rau lub xyoo.Nrog rau qhov nce ntawm cov kab mob kis mus rau lub caij nplooj ntoos hlav Festival hnub so, qee qhov chaw ua haujlwm qis qis txawm tias nkag mus rau hnub so ua ntej lub sijhawm, ua rau PMI qhov ntsuas qis dua tshiab, thiab cov ntaub ntawv xa tawm yav tom ntej rau lub Kaum Ob Hlis yuav tsis xav ua ib yam nkaus. zoo.Txawv teb chaws, cov ntaub ntawv tshiab tshaj plaws hauv Teb Chaws Asmeskas tsis ua liaj ua teb thiab CPI cov ntaub ntawv yuav muab cov lus qhia tseem ceeb rau Fed thawj lub rooj sib tham ntawm 2023 thaum kawg ntawm Lub Ib Hlis.Txog tam sim no, Fed lub rooj sib tham Lub Ib Hlis yuav tsum qeeb US kev ua lag luam ua lag luam ntxiv kom txias thiab cov ntaub ntawv nyiaj txiag poob qis vim Fed txoj cai nce nqi paj laum nyob rau xyoo 2022. Ntxiv rau kev nce cov paj laum, kev ua lag luam yuav tsom mus rau ntau dua. kev poob qis ntawm US cov ntaub ntawv nyiaj txiag xyoo no.
Electrolytic aluminiumxws lialuminium profiles, aluminium profile rau qhov rooj thiab qhov rais, ru tsev khib hnub ci vaj huam sib luag(关键词) thiab lwm yamsocial inventory nyob rau hauv lub caij nyoog accumulation
Thaum Lub Ib Hlis 3, 2023, SMM suav cov khoom lag luam hauv zej zog ntawm electrolytic aluminium los ntawm 561,000 tons, nce 68,000 tons los ntawm hnub Thursday kawg.Thaum lub sij hawm Xyoo Tshiab Hnub so, tuaj txog ntawm electrolytic aluminium nce, thiab cov khoom muag ntawm txhuas ingots nyob rau hauv txhua cheeb tsam muaj ntau yam sib txawv, tshwj xeeb tshaj yog nce nyob rau hauv Wuxi.Los ntawm cheeb tsam, Wuxi cheeb tsam cov khoom muag tau nce 31,000 tons, tag nrho cov nyiaj ntau dua 140,000 tons.Tag nrho cov khoom muag hauv Gongyi cheeb tsam tau nce mus txog 100,000 tons;cov khoom muag nyob rau hauv South China Sea cheeb tsam tau nce me ntsis, thiab cov khoom muag tseem khaws cia li ntawm 100,000 tons.Shandong cheeb tsam warehouse txais ntim tau nce, cov khoom muag kuj tau nce.Tag nrho cov khoom lag luam electrolytic aluminium tau nce mus rau 560,000 tons, txawm hais tias nws tseem qis dua piv rau tib lub sijhawm xyoo tas los, tab sis lub hli-rau-hli saib, tau 3 lub lis piam sib law liag, txhuas ingot ingot nce rau lub Kaum Ob Hlis thiab ntsib cov nyiaj so koobtsheej noj tsis muaj zog tsub zuj zuj yuav tsum maj mam nyiaj ntsuab.Nyob rau hauv cov nqe lus ntawm outbound ntim, lub limtiam outbound ntim yog hais txog 103,800 tons, 12,700 tons qis dua lub hli dhau los.Raws li kev lag luam tawm tswv yim, qee qhov kev lag luam downstream tau nyob rau hnub so, thiab nws xav tias kev lag luam kev lag luam yuav muaj teeb meem ntau dua nyob rau theem tom ntej.Nyob rau hauv cov nqe lus ntawm txhuas pas nrig, nyob rau lub ib hlis ntuj 3,2023, SMM cov txheeb cais, cov khoom siv txhuas pas nrig ntawm cov khoom siv hluav taws xob hauv tsev yog 74,300 tons, piv nrog 13,400 tons rau hnub Thursday dhau los, kuj nyob rau hauv lub xeev ntawm tsub zuj zuj.
Electrolytic aluminium nqi them nyiaj yug lossis qee qhov txav mus
Nyob rau hauv cov nqe lus ntawm electrolytic aluminium nqi, alumina nqi tau rebounded txij lub Kaum Ob Hlis;thermal thee nqi hauv Inner Mongolia ua piv txwv, poob los ntawm 50 yuan / tuj nyob rau lub Kaum Ob Hlis;Nyob rau lub Kaum Ob Hlis, qhov kev yuav khoom tus nqi ntawm pre-ci anode ntawm Shandong loj electrolytic aluminium lag luam poob los ntawm 220 yuan / tuj lub hlis ntawm lub hlis.Raws li Mysteel cov ntaub ntawv, thaum lub Kaum Ib Hlis 2022, qhov hnyav nruab nrab tus nqi tag nrho ntawm Tuam Tshoj txoj kev lag luam electrolytic aluminium yog 17,557 yuan / ton, thiab cov txiaj ntsig ntawm tag nrho kev lag luam yog 1,173 yuan / ton.Nyob rau lub Kaum Ob Hlis, nws cia siab tias cov nqi ntawm electrolytic txhuas yuav txav me ntsis, cov nqi txhuas qhov kev poob qis los yog yuav rov qab ze rau txoj kab nruab nrab ntawm kev lag luam.
Cov nyiaj luv luv los yog yuav tawg hauv qab kev txhawb nqa
Los ntawm daim ntawv qhia txhua hnub ntawm daim ntawv cog lus tseem ceeb ntawm Shanghai aluminium, txij li thaum lig Lub Xya Hli 2022, tus nqi ntawm Shanghai aluminium yog qhov pib oscillating ntawm 17,500-19,000 yuan / ton.Xyoo Tshiab hnub tom qab thawj hnub ntawm kev poob qis, cov nyiaj luv luv tseem ceeb nce txoj haujlwm, net luv luv lub taub hau ntawm qhov ntev txoj hauj lwm kom zoo dua ntxiv.Yog tias tus nqi tom ntej poob rau txoj hauj lwm hauv qab no txhua hnub, cov bears tsis txo lawv txoj haujlwm lossis cov bulls tsis tau nce lawv txoj haujlwm, thiab qhov tshwm sim ntawm cov nqi txhuas ntxiv poob qis dua cov kev txhawb nqa qib maj mam nce.Zuag qhia tag nrho, nyob rau hauv tsis ntev los no cov ntaub ntawv tsis zoo macro thiab kev sib raug zoo cov khoom lag luam loj tsub zuj zuj ntawm kev cia siab, aluminium nqi yuav tsum nyob rau hauv siab.Tsis tas li ntawd, tam sim no tus nqi them nyiaj yug thiab kev txhawb nqa ntawm 17500 yuan / tuj kab, tab sis tam sim no tus nqi them nyiaj yug yuav poob qis dua, thiab kev txhawb nqa kev lag luam kuj ntsib qhov kev pheej hmoo ntawm kev tawg;ib zaug tawg, cov kauj ruam tom ntej yuav sim qhov nce thiab poob ntawm 17000 yuan / tuj kab.
Post lub sij hawm: Jan-10-2023
