Raws li cov ntaub ntawv los ntawm Oriental Fortune Choice, raws li lub Xya Hli 16, 14 ntawm 26 A-shared npe tuam txhab hauv aluminium profile manufacturers hauv Suav tebtau tshaj tawm lawv cov kev kwv yees ua ntej ib nrab, ntawm 13 tau ua tiav cov txiaj ntsig thiab tsuas yog ib qho poob nyiaj.Piv nrog rau tib lub sijhawm ntawm xyoo tas los, 11 lub tuam txhab ua tiav kev loj hlob zoo, ntawm 7 lub tuam txhab suav nrog Shenhuo Co., Ltd. thiab Dongyang Sunshine tau nce lawv cov nyiaj tau los ntau dua 100%.
"Nyob rau hauv thawj ib nrab ntawm lub xyoo, aluminium nqi yog nyob rau theem siab nyob rau hauv tib lub sij hawm nyob rau hauv lub xyoo tsis ntev los no, thiab profitability ntawm txhuas tuam txhab uas muag kuj zoo.Tam sim no, kev kwv yees ua haujlwm nruab nrab ntawm cov tuam txhab teev npe hauv kev lag luam no yog ua raws li kev cia siab ntawm kev lag luam. "Ib tug kws tshuaj ntsuam xyuas kev lag luam uas tsis yog-ferrous hais rau "Securities Daily" tus neeg sau xov xwm hais tias nyob rau hauv cov nqe lus ntawm kev thov, txawm hais tias Kev lag luam vaj tse, uas yog ib txwm siv loj ntawm txhuas, muaj kev vam meej tsawg, tab sis kev noj nyob rau hauv lub tsheb thiab lub zog muaj. txuas ntxiv kom loj hlob, dhau los ua lub luag haujlwm tseem ceeb rau kev nce hauv aluminium thov.
Aluminium nqi khiav siab
Ib tug xov tooj ntawm aluminium tuam txhab uas muag yuav tsum nce lawv cov kev ua tau zoo
Raws li cov ntaub ntawv pej xeem, txij li thawj ib nrab xyoo 2022, kev sib kis tau rov ua dua qhov kev nce ntxiv ntawm thaj chaw tsis sib haum xeeb, ua rau cov nqi txhuas hloov pauv mus rau txhua txoj kev.Ntawm lawv, Shanghai Aluminium ib zaug nce mus txog 24,020 yuan / ton, nce mus txog cov ntaub ntawv siab;London Aluminium txawm ntaus lub siab tshiab, mus txog 3,766 US las / ton.Cov nqi txhuas tau khiav ntawm qib siab, thiab ntau lub tuam txhab lag luam aluminium tau tshaj tawm cov lus tshaj tawm txog kev nce qib hauv kev ua haujlwm.
Thaum Lub Xya Hli 15, Hongchuang Holdings tau tshaj tawm kev kwv yees ua haujlwm.Nws xav tias yuav tau txais txiaj ntsig ntawm 44.7079 lab yuan rau 58.0689 lab yuan txij lub Ib Hlis mus txog rau Lub Rau Hli 2022, ua tiav kev poob rau hauv cov txiaj ntsig.Lub tuam txhab tau hais tias nyob rau hauv thawj ib nrab ntawm 2022, nce nqi txhuas hauv tsev thiab txawv teb chaws, kev sib pauv hloov pauv nyiam kev xa tawm, txhim kho cov qauv khoom, thiab kev tswj hwm tus nqi ntxiv yog tus yuam sij rau kev poob rau hauv cov txiaj ntsig rau lub tuam txhab.
Thaum Lub Xya Hli 12, Shenhuo Co., Ltd. tau tshaj tawm tsab ntawv tshaj tawm txog kev nce ntxiv hauv thawj ib nrab ntawm lub xyoo, thiab nws xav tias yuav ua tiav cov txiaj ntsig ntawm 4.513 billion yuan hauv thawj ib nrab xyoo, ib xyoos. Nyob rau lub xyoo nce ntawm 208.46%.Yog vim li cas rau kev loj hlob ntawm nws cov kev ua tau zoo yog tias ntxiv rau 900,000-tuj qhov project ntawm Yunnan Shenhuo Aluminium Co., Ltd. ncav cuag ntau lawm, qhov nce siab ntawm tus nqi ntawm cov khoom siv hluav taws xob electrolytic aluminium thiab thee kuj yog ib qho tseem ceeb.
Cov kws tshuaj ntsuam tau hais los saum toj no tau hais tias tag nrho qhov nce ntawm cov nqi txhuas feem ntau yog vim muaj kev cuam tshuam ntawm thaj chaw tsis sib haum xeeb.Ntawm qhov tod tes, nws cuam tshuam rau cov khoom ntawm thawj aluminium, thiab ntawm qhov tod tes, nws thawb tus nqi hluav taws xob hauv Tebchaws Europe, ua rau muaj kev nce nqi ntawm aluminium smelting.Tsav los ntawm LME, cov txiaj ntsig ntawm cov tuam txhab hluav taws xob hluav taws xob hauv tsev tau nce mus rau qib siab.Raws li kev kwv yees, qhov nyiaj nruab nrab ntawm ib tuj ntawm txhuas hauv kev lag luam nyob rau lub sijhawm ntawd tau mus txog 6,000 yuan, thiab kev txaus siab ntawm kev lag luam tau siab, thiab tib lub sijhawm, kev xa tawm ntawm cov khoom siv txhuas hauv tsev tau txhawb nqa.
Txawm li cas los xij, tom qab Tsoom Fwv Teb Chaws Reserve aggressively tsa cov paj laum, ua ke nrog kev rov kis mob hauv tsev, ob qho tib si aluminium nqi pib poob.Ntawm lawv, Shanghai txhuas ib zaug poob rau 18,600 yuan / ton;London aluminium poob rau 2,420 US dollars / ton.
Txawm tias cov Aluminium Extrusion Profile tus nqi nyob rau hauv thawj ib nrab ntawm lub xyoo pom ib tug qauv ntawm nce thawj zaug thiab ces poob, tag nrho profitability ntawm txhuas qhauj tau zoo.Fang Yijing, tus kws tshuaj ntsuam xyuas ntawm Shanghai Steel Union, tau hais rau "Kev Ruaj Ntseg Txhua Hnub" tus neeg sau xov xwm, "Txij Lub Ib Hlis mus txog rau Lub Rau Hli 2022, tus nqi nruab nrab ntawm electrolytic aluminium yog 16,764 yuan / ton, uas yog tib yam li tus nqi ntawm Shanghai Steel Union. aluminium ingots txij lub Ib Hlis mus txog rau Lub Rau Hli hauv lub hli ntawd.Piv nrog rau tus nqi nruab nrab ntawm 21,406 yuan / ton, qhov nyiaj nruab nrab ntawm tag nrho kev lag luam yog kwv yees li 4,600 yuan / ton, nce ntawm 548 yuan / ton piv nrog tib lub sijhawm xyoo tas los. "
Kev lag luam poob qis
Lub tsheb fais fab tau dhau los ua qhov kev thov nce ntxiv rau "lub luag haujlwm"
Los ntawm qhov kev xav ntawm kuv lub teb chaws electrolytic aluminium davhlau ya nyob twg cov neeg siv khoom lag luam, kev tsim vaj tsev, kev thauj mus los thiab hluav taws xob hluav taws xob yog peb qhov tseem ceeb tshaj plaws, suav txog ntau dua 60% ntawm tag nrho.Tsis tas li ntawd, muaj cov ntawv thov hauv cov neeg siv khoom ruaj khov, ntim thiab tshuab.
Raws li cov ntaub ntawv los ntawm National Bureau of Statistics, txij lub Ib Hlis mus txog rau lub Tsib Hlis xyoo no, kev nqis peev hauv lub teb chaws yog 5,213.4 billion yuan, ib xyoos ib zaug poob ntawm 4.0%.Qhov chaw muag khoom ntawm kev lag luam vaj tsev yog 507.38 lab square metres, ib xyoos ib zaug poob ntawm 23.6%.Kev tsim vaj tsev nyob ntawm thaj chaw tsim kho vaj tsev yog 8,315.25 lab square metres, ib xyoos ib zaug poob ntawm 1.0%.Qhov chaw pib tshiab ntawm vaj tsev yog 516.28 lab square meters, nqis 30.6%.Qhov chaw ua tiav ntawm vaj tse yog 233.62 lab square meters, nqis 15.3%.Mysteel cov txheeb cais qhia tau hais tias txij lub Ib Hlis mus txog rau lub Tsib Hlis xyoo no, cov khoom tsim tawm ntawm txhuas profile tag nrho 2.2332 lab tons, ib xyoos ib zaug poob ntawm 50,000 tons.
"Txawm hais tias qhov kev faib ua feem ntawm txhuas siv hauv kev tsim kho thiab kev lag luam vaj tse tau nqis los ntawm 32% hauv 2016 mus rau 29% hauv 2021, qhov kev thov rau txhuas hauv kev thauj mus los, hluav taws xob hluav taws xob, ntim khoom thiab lwm yam kev lag luam tau tawg ntau dua."Fang Yijing ntseeg hais tias, tshwj xeeb tshaj yog, tau txais txiaj ntsig los ntawm Cov qauv ntawm lub zog tshiab tsheb thiab lub cev qhov hnyav txo yog qhov tseem ceeb, thiab txhuas rau kev thauj mus los tseem nce ntxiv, dhau los ua tus thawj coj hauv kev loj hlob ntawm aluminium thov.Nyob rau hauv cov ntsiab lus ntawm kev loj hlob tsis tu ncua, kev tsim hluav taws xob tshiab tseem yuav tsum siv zog, thiab kev tsim kho ntawm photovoltaics thiab cov phiaj xwm hluav taws xob tuaj yeem txhawb kev siv txhuas hauv kev lag luam hluav taws xob hluav taws xob kom nce ntxiv.
Raws li cov ntaub ntawv tso tawm los ntawm Tuam Tshoj Automobile Association ob peb hnub dhau los, nrog rau kev sib koom tes ntawm txhua tog, kev lag luam tsheb tau nqis los ntawm qhov qis tshaj plaws nyob rau lub Plaub Hlis, nrog 12.117 lab thiab 12.057 lab tsheb tsim thiab muag hauv thawj ib nrab ntawm xyoo.Ntawm lawv, kev ua tau zoo ntawm kev tsim khoom thiab muag khoom hauv lub Rau Hli yog qhov zoo dua li tib lub sijhawm hauv keeb kwm.Kev tsim thiab muag tsheb hauv lub hli yog 2.499 lab thiab 2.502 lab raws li, nce ntawm 29.7% thiab 34.4% lub hli-rau-hli, thiab xyoo-rau-xyoo nce ntawm 28.2% thiab 23.8%.Tshwj xeeb, kev nce ntxiv hauv kev nkag mus ntawm lub zog tshiab tsheb yuav tsav qhov kev loj hlob sai ntawm kev thov rau cov khoom siv txhuas.
Capital Securities ntseeg hais tias tus nqi ntawm txhuas siv nyob rau hauv kuv lub teb chaws lub zog tshiab tsheb yuav mus txog 1.08 lab tons nyob rau hauv 2022, nce 380,000 tons nyob rau tib lub sij hawm xyoo tas los.
Qhov kev thov rau txhuas hauv kev lag luam photovoltaic feem ntau muab faib ua ob ntu: ncej thiab bracket.Tus nqi ntawm txhuas siv rau photovoltaic thav duab yog hais txog 13,000 tons / GWh, thiab tus nqi ntawm txhuas siv rau photovoltaic ntsia bracket yog hais txog 7,000 tons / GWh.Fang Yijing ntseeg hais tias nyob rau hauv keeb kwm yav dhau ntawm kev loj hlob tsis tu ncua, tshiab zog infrastructure yuav siv zog nws.Nws tau kwv yees tias kev lag luam photovoltaic yuav siv 3.24 lab tons ntawm txhuas hauv 2022, ib xyoos ib zaug nce ntawm 500,000 tons.
Post lub sij hawm: Aug-17-2022