Tom qab txo qis thiab kaw ntawm electrolytic aluminium lag luam hauv Sichuan, Chongqing thiab lwm qhov chaw vim muaj hluav taws xob txiav, electrolyticaluminium profile manufacturers hauv Suav teb kuj tau txo cov kev tsim khoom vim raug txiav hluav taws xob.
Kev cuam tshuam los ntawm qhov no, tus nqi ntawm Shanghai aluminium yav tom ntej tau sawv.Datayes, cov ntaub ntawv kev sib txuas lus, tau pom tias nyob rau lub Cuaj Hli 15, cov nqi cog lus tseem ceeb ntawm Shanghai aluminium yav tom ntej tau kaw 215 yuan rau 18,880 yuan / tuj;LME aluminium yav tom ntej tus nqi pib rov qab los ntawm qib qis, ntawm 9 Nws tau kov $ 2,344 / tuj rau lub Peb Hlis 13, nce rau 4 hnub sib law liag.
Thaum lub Cuaj Hlis 14, Shenhuo Co., Ltd. tshaj tawm tias nws lub koom haum tuav Yunnan Shenhuo Aluminium Co., Ltd. tau txais kev sib txuas lus los ntawm Wenshan fais fab mov department.Txij lub Cuaj Hlis 10, nws yuav ua tiav kev tswj hwm hluav taws xob los ntawm kev kaw lub tank, thiab yuav kho cov khoom siv hluav taws xob kom qis qis ua ntej 12th.Ntawm 1.389 lab kilowatts, hluav taws xob load yuav raug kho kom tsis txhob siab tshaj 1.316 lab kilowatts ua ntej lub Cuaj Hlis 14.
Hnub ua ntej, Yunnan Aluminium Co., Ltd. kuj tau tshaj tawm tias txij li lub Cuaj Hlis 10, lub tuam txhab thiab nws cov chaw lag luam electrolytic aluminium yuav ua tiav kev tswj xyuas hluav taws xob los ntawm kev kaw lub tank, thiab cov hluav taws xob thauj khoom yuav raug txo los ntawm 10% ua ntej 14th. .
Tsuas yog nyob rau lub Yim Hli lig, cov cai txwv kev txwv hluav taws xob hauv Sichuan Xeev tau hloov kho dua tshiab, xav kom txhua lub tuam txhab hluav taws xob electrolytic yuav tsum nres.
Hais txog cov tuam txhab teev npe, Zhongfu Kev Lag Luam tau tshaj tawm rau lub Yim Hli 15 tias qee lub peev xwm tsim khoom ntawm nws cov chaw muag khoom Guangyuan City Linfeng Aluminium thiab Electric Co., Ltd. thiab nws cov koom tes koom nrog Guangyuan Zhongfu High Precision Aluminium Co., Ltd. txij lub Yim Hli 14. Txoj cai tswjfwm kev tswj hwm hluav taws xob thib ob tau cuam tshuam rau kev tsim cov khoom siv hluav taws xob electrolytic hauv ob qho tib si saum toj no los ntawm kwv yees li 7,300 thiab 5,600 tons raws li.Nws tau kwv yees tias tag nrho cov nyiaj tau los ntawm lub tuam txhab teev npe yuav raug txo los ntawm kwv yees li 78 lab yuan.
Zuag qhia tag nrho, yav dhau los ntawm kev txiav hluav taws xob tau muaj kev cuam tshuam loj heev rau kev tsim khoom ntawm electrolytic aluminium hauv Sichuan Province.Raws li SMM cov ntaub ntawv txheeb xyuas, thaum kawg ntawm Lub Rau Hli, Sichuan Xeev lub tshuab hluav taws xob electrolytic txhuas ua haujlwm tau 1 lab tons.Muaj kev cuam tshuam los ntawm qhov tsis txaus ntawm hluav taws xob, nws pib tso lub teeb liab ntawm kev txo qis thiab tso hluav taws xob rau cov neeg txij thaum nruab nrab Lub Xya Hli, thiab staggered thiab zam qhov siab tshaj ntawm nws tus kheej.Tom qab nkag mus rau lub Yim Hli, qhov teeb meem ntawm cov khoom siv hluav taws xob tau dhau los ua qhov hnyav dua, thiab qhov ntsuas ntawm kev txo qis ntawm cov nroj tsuag aluminium nthuav dav.
Kev txo qis ntawm electrolytic aluminium ntau lawm hauv Yunnan lub sijhawm no, raws li cov kws tshuaj ntsuam xyuas kev lag luam, tej zaum yuav cuam tshuam nrog Yunnan Hydropower txo qis hauv kev tsim hluav taws xob vim huab cua, huab cua thiab lwm yam.
Raws li kev txheeb xyuas ntawm Galaxy Securities Research Report, txij thaum Lub Xya Hli, Yunnan tau txuas ntxiv muaj qhov kub thiab txias, dej qhuav, thiab dej nag me ntsis, thiab cov dej ntws tau poob qis heev.Nws tab tom yuav nkag rau lub caij qhuav hauv Yunnan.
Raws li cov ntaub ntawv pej xeem, muaj plaub qhov loj-scale electrolytic aluminium smelting lag luam nyob rau hauv Yunnan Province, uas yog Yunnan Aluminium Co., Ltd., Yunnan Shenhuo, Yunnan Hongtai Tshiab Materials Co., Ltd., ib tug subsidiary ntawm Hong Kong-listed tuam txhab Tuam Tshoj. Hongqiao, thiab Yunnan Qiya Hlau Co., Ltd.
SMM cov txheeb cais qhia tau hais tias txij thaum pib lub Cuaj Hli xyoo no, electrolytic aluminium hauv Yunnan Province tau tsim muaj peev xwm ntawm 5.61 lab tons thiab kev ua haujlwm muaj peev xwm ntawm 5.218 lab tons, suav txog 12.8% ntawm lub teb chaws muaj peev xwm ua haujlwm tag nrho.Txawm hais tias muaj ntau cov nroj tsuag txhuas hauv Yunnan tsis ntev los no tau teb rau kev tswj hwm kev siv hluav taws xob hauv cheeb tsam thiab tso tseg kev tsim khoom los ntawm 10%, Yunnan Hluav Taws Xob Hluav Taws Xob tseem ntshai.
Hauv kev ua lag luam thoob ntiaj teb, cov khoom siv ntawm electrolytic aluminium kuj tau pib nruj.Raws li kev txheeb cais ntawm Shanghai Steel Federation, nrog rau cov teeb meem loj zog hauv Tebchaws Europe, qhov txo qis ntawm electrolytic aluminium ntau lawm tau txuas ntxiv los ntawm Tebchaws Europe mus rau North America.Txij thaum Lub Kaum Hli 2021 txog rau lub Yim Hli Ntuj xyoo tas los no, kev txo cov zis los ntawm cov teeb meem hluav taws xob hauv Tebchaws Europe thiab North America tau mus txog 1.3 lab tons / xyoo, ntawm 1.04 lab tons / xyoo hauv Tebchaws Europe thiab 254,000 tons / xyoo hauv Tebchaws Meskas. .Tsis tas li ntawd, qee lub tuam txhab tseem tab tom txiav txim siab txo kev tsim khoom.Lub teb chaws Yelemees lub Neuss aluminium cog tau hais tsis ntev los no tias nws yuav txiav txim siab hauv lub Cuaj Hli seb puas yuav txiav cov khoom lag luam los ntawm 50% vim yog cov nqi hluav taws xob siab.
GF Yav Tom Ntej Kev Tshawb Fawb tau hais tias txij li xyoo 2021, lub peev xwm ntawm electrolytic aluminium hauv Tebchaws Europe tau txog ze li ntawm 1.5 lab tons.Tam sim no, qee cov smelters tseem tau kos npe rau daim ntawv cog lus ntev nrog cov chaw tsim hluav taws xob.Nrog rau qhov tas sij hawm ntawm cov ntawv cog lus mus sij hawm ntev, smelters yuav ntsib cov nqi hluav taws xob hauv khw siab., tso siab rau cov nqi smelter.Nyob rau hauv lub neej yav tom ntej, nrog rau lub advent ntawm lub ncov lub caij ntawm natural gas xav nyob rau hauv cov teb chaws Europe nyob rau hauv lub caij ntuj no, lub hwj chim tsis txaus nyob rau hauv cov teb chaws Europe yuav nyuaj rau alleviate, thiab cov kev pheej hmoo ntawm electrolytic txhuas mov yuav tseem muaj nyob.
GF Futures kwv yees tias tam sim no muaj peev xwm ua haujlwm ntawm electrolytic txhuas hauv Yunnan yog li ntawm 5.2 lab tons, uas tuaj yeem txo cov khoom lag luam ze li ntawm 20%.Superimposed tias thaj tsam Sichuan raug cuam tshuam los ntawm qhov kub thiab txias thaum ntxov, kev ua haujlwm muaj peev xwm ntawm 1 lab tons ntawm electrolytic aluminium yog ze rau tag nrho nres thaum lub Yim Hli kawg, thiab nws yuav siv sijhawm tsawg kawg 2 lub hlis los rov pib tsim khoom. .Nws cia siab tias cov khoom siv hauv tsev ntawm electrolytic aluminium yuav poob qis heev.
Post lub sij hawm: Sep-17-2022