Halayen Ayyukan Aluminum Masana'antu da nazarin halin da ake ciki

Rahoton yanayin yanayi na wata-wata na masana'antar narkewar Aluminum a China
Yuli 2022
Ƙungiyar masana'antar ba-ferrou ta kasar Sin

A watan Yuli, ma'aunin yanayin yanayi na masana'antar sarrafa aluminum a kasar Sin ya kasance 57.8, an rage shi da 1.6% daga watan da ya gabata, amma har yanzu ya kasance a cikin babba na "yankin al'ada";Babban jigon hadaddiyar giyar shine 68.3, ya ragu da 4% daga watan da ya gabata.Da fatan za a koma ga tebur 1 a cikin ƙasa - ma'aunin yanayin yanayi na masana'antar smelting na kasar Sin na watanni 13 da suka gabata:

Tebur 1. ma'aunin yanayi na masana'antar smelting na aluminium na kasar Sin na watanni 13 da suka gabata

Watan Jagoran Coindex mposite Cfaruwahadaddiyar giyar Lag composite index Climateindex
    Ykunne2005 = 100 Shekara ta 2005 = 100  
Yuli 2021 83.5 121.4 83.8 70.7
Agusta 2021 82.2 125.1 90 70.9
Satumba 2021 81.9 129.7 95 71.2
Oktoba 2021 81.6 132.8 97.6 70.5
Nuwamba 2021 80.2 137.2 97.3 68.1
Disamba 2021 78.9 140.6 95.8 65.1
Janairu 2022 79.2 144.6 94.5 62.5
Fabrairu 2022 81.1 148.4 94.6 62.4
Maris 2022 82.3 152.3 96.9 62.8
Afrilu 2022 80.5 156 101.4 62.3
Mayu2022 76.3 160 106.9 60.8
Yuni 2022 72.3 163.8 112 59.4
Yuli 2022 68.3 167.6 115.6 57.8

 

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ginshiƙi 1 da Trend na yanayin index na kasar Sin aluminum smelting masana'antu

Fihirisar yanayi ta ɗan faɗi a cikin "Yankin al'ada"

A watan Yuli, ma'aunin yanayin yanayi na masana'antar sarrafa aluminum a kasar Sin ya kasance 57.8, an rage shi da 1.6% daga watan da ya gabata, amma har yanzu ya kasance a cikin babba na "yankin al'ada";Da fatan za a koma ga ginshiƙi na 1 a ƙasa - yanayin yanayin index na masana'antar smelting na aluminium na kasar Sin

A'a. Abu 2021 2022
    Jul Agusta Satumba Oct Nov Dec Jan Feb Mar Afrilu Mayu Jun Jul
1 LME alu.Smulkifarashin 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 adadinzuba jari anarkewa O O O O O O O O O O O O O
4 Tallace-tallacen gidaje O O O O O O O O O O O O O
5 Ekaratutsara O O O O O O O O O O O O O
6 Ofitarwana electrolytic aluminum O O O O O O O O O O O O O
7 Fitar da Alumina O O O O O O O O O O O O O
8 Babban kudin shiga kasuwanci O O O O O O O O O O O O O
9 Totaladadin riba O O O O O O O O O O O O O
10 Jimlar adadin fitarwar extrusionation O O O O O O O O O O O O O
  Cmyanayi index O O O O O O O O O O O O O

 

Bayani: Ya Zafi;Ya Zafi;Ya Al'ada;Ya Sanyi;Ya Yawan sanyi
Tebur 2. hasken siginar dawwama na masana'antar smelting na kasar Sin

Daga Tebu 2. hasken siginar daɗaɗɗen masana'antar masana'antar smelting na kasar Sin, za mu iya ganin cewa abubuwa 7 daga cikin abubuwan 10 waɗanda ke cikin ma'aunin yanayin yanayin masana'antu, farashin LME aluminum daidaita farashin, M2, jimlar adadin saka hannun jari a cikin smelting, fitarwa. na electrolytic aluminum, babban kudin shiga kasuwanci, jimlar riba adadin da kuma jimlar adadin extrusion fitarwa duk sun tsaya a cikin al'ada zone, kawai abubuwa uku kamar sayar da dukiya, samar da wutar lantarki da kuma fitarwa na alumina d.
Rop zuwa yankin sanyi.

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Bayani: Fihirisar haɗaɗɗen jagorar shuɗi;ja-daidaitacce ma'auni mai haɗawa;Green-Lag composite index
ginshiƙi na 2 - lankwasa na hadadden index na kasar Sin smelting masana'antu

Babban jigon hadaddiyar giyar ya ragu kadan

A cikin watan Yuli, babban maƙasudin haɗakarwa ya kasance 68.3, ya ragu da 4%.Da fatan za a koma ga ginshiƙi na 2 - lanƙwan ƙididdige ƙididdiga na masana'antar narkewar Sin.Daga cikin abubuwan 5 da ke cikin manyan abubuwan haɗin gwiwar, akwai abubuwa 4 da aka sauke daga watan da ya gabata bayan daidaitawar kayan yaji, alal misali, farashin LME ya ragu da kashi 3.7%, jimlar adadin saka hannun jari a cikin narkewa ya ragu da 3.5%, Real estste tallace-tallace ya ragu da kashi 4.9% sannan samar da wutar lantarki ya ragu da kashi 0.1%.

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ginshiƙi 3 - yanayin farashin babban kwangilar farashin aluminum na Shanghai Exchange

Halayen Ayyukan Aluminum Masana'antu da nazarin halin da ake ciki

A watan Yuli, dawwamar masana'antar narkewar aluminium gabaɗaya ta kasance a babban ɓangaren al'ada
Yanki, halayen aiki suna nunawa kamar ƙasa:

1) Farashin Aluminum ya sake dawowa daga kasa a watan Yuli, farashin Aluminum ya sake komawa cikin firgita bayan faduwar da aka yi a farkon watan Yuli kuma ya daina faduwa ya tashi kadan a karshen watan Yuli, a kasuwannin duniya, farashin aluminum ya fadi kasa. haka kuma a farkon watan Yuli tare da babban damuwa ga tsananin tsammanin cewa US Ferderal Reserve zai ƙara yawan riba.Kuma farashin aluminum ya dawo daga ƙananan matsayi tare da dogon babban birnin da ke gudana;A cikin kasuwannin cikin gida, farashin aluminium ya faɗi yayin da annobar cutar ta Covid-19 ke maimaitawa kuma ɗan gajeren tunani ya mamaye kasuwa, farashin aluminium ya daina faɗuwa kuma ya ƙaru kaɗan a ƙarshen Yuli. Babban farashin aluminium da aka yi kwangilar musayar Shanghai ya bambanta tsakanin RMB17070-19142 /ton, ya ragu da RMB610/ton ta wata-wata, 3.2% akan ƙarshen Yuni. da fatan za a koma zuwa ginshiƙi 3 - yanayin farashin babban farashin aluminum na Shanghai Exchange:

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rks: blue line: alumina fitarwa (10K ton, hagu);jan layi: kayan aikin aluminum na lantarki na yau da kullun (ton 10k, dama)
Chart 4 – Matsakaicin fitowar yau da kullun na samfuran narkewar aluminium

2) Jimlar fitarwa na aluminium electrolytic da alumina sun kasance barga kuma fitowar yau da kullun ta karu da shekara mai zuwa.Tare da sannu a hankali bangaren samar da kayayyaki ya koma samar da kayayyaki, musamman karfin samar da kayayyaki a lardin Yunan ya hanzarta ci gaba da samar da kayayyaki, tare da sabon karfin da aka sanya a cikin samarwa, yawan sinadarin aluminum na lantarki ya karu a hankali.A cikin watan Juni, jimillar kayan aikin aluminum na electrolytic a watan Jun. ya kai tan 3,391,000, wanda ya karu da kashi 3.2 cikin dari a shekara mai zuwa;Matsakaicin abin da ake fitarwa a kullum ya kai tan 113,000, wanda ya karu da tan 2,700 a wata-wata, kuma ton 1,100 a shekara mai zuwa.jimillar kayan alumina a watan Juni ya kai tan 7,317,000, matsakaicin abin da ake fitarwa a kullum ya kai tan 243,000, ya karu da ton 20,000 a wata daya, sannan tan 9,000 a shekara mai zuwa.Da fatan za a koma ga Chart 4 - matsakaicin fitowar yau da kullun na samfuran narkewar aluminium:

3) Yawan amfani da aluminium na cikin gida wani lokaci yana ƙaruwa kuma wani lokacin yana raguwa. Lokacin shiga cikin Yuli, annobar Covid-19 a China da alama tana warwatse a cikin birane da yawa don haka yana da tasiri ga kololuwar lokacin ƙurawar aluminium, alamun lokacin kololuwa ya yi. ba bayyana.Ko da yake gwamnatin Chian a jere ta gabatar da wasu tsare-tsare masu inganci don tada amfani.Kuma cin hanci da rashawa a watan Yuli yana da alama ya zama mafi kyau, amma haɓakawa bai kasance a bayyane ba kuma masana'antun gidaje ba su da kyau sosai kuma suna riƙe da buƙata daga karɓa.Yayin da yake zuwa lokacin faɗuwar rana, saurin haɓaka buƙatun zai ci gaba da raguwa.Idan aka dubi babban filin amfani da aluminium, alal misali, a cikin masana'antar gidaje, jarin gidaje a duk faɗin ƙasar a watan Yuni ya kai RMB1618.1bn, ya ragu da kashi 8.9% a shekara mai zuwa;sararin bene da ake ginawa ya ragu da kashi 2.8% a shekarar da ta gabata, sabon filin ginin ginin ya ragu da kashi 34.4% sannan sararin ginin da aka kammala ya faɗi da kashi 15.3%.A cikin masana'antar kera motoci, samarwa da tallace-tallace sun nuna cewa sun fi daidai lokacin da aka yi a bara, samarwa da siyar da motoci a watan Yuni ya kai 2,455,000 da 2,420,000 bi da bi, ya ragu da 1.8% da 3.3% a kowane wata, kuma ya karu 31.5% da 29.7% ta shekarar da ta gabata.Abubuwan da aka fitar a duk faɗin ƙasar na bayanan martabar aluminium a cikin watan Yuni ya kasance tan 5,501,000, ya ragu da kashi 6.7% a shekara mai zuwa, yayin da a duk faɗin ƙasar na gami da aluminium ya kasance tan 1,044,000, wanda ya karu da 11.2% a shekara mai zuwa.
4) Dukansu shigo da Bauxite da fitarwa na bayanan bayanan extrusion na aluminium sun ragu ta shekara mai zuwa.Saboda ƙarancin baiwar bauxite a China da taƙaita manufofin shigo da kaya da fitarwa, kasuwancin ƙasa da ƙasa na albarkatun aluminium da aluminium na lantarki ya kasance mai shigo da kaya.Dangane da Bauxite, kasar Sin ta shigo da ton 9,415,000 na taman aluminium da abubuwan da ke tattare da shi a watan Yuni, ya ragu da kashi 7.5% a baya;Siffofin extrusion na aluminium sun kasance sabon tsarin ci gaban da ke nuna wurare biyu, wanda kasuwannin cikin gida da na ketare ke ƙarfafa juna, tare da kasuwar cikin gida a matsayin jigon.Fitar da kayayyakin aluminium da na aluminium da ba a yi su ba a cikin watan Yuni ya kasance tan 591,000, wanda kashi 50.5% aka soke su daga baya.

Gabaɗaya, a ƙarƙashin yanayin cewa tattalin arzikin ƙasa na bunƙasa cikin ɗorewa, kwanciyar hankali da haɗin kai, muna iya yin hasashen cewa masana'antar sarrafa aluminium ta kasar Sin za ta ci gaba da aiki a yankin na yau da kullun na wani lokaci mai zuwa.


Lokacin aikawa: Satumba-09-2022