The London Metal Exchange (LME) aruminiyamu inventory inoramba ichidzika, ichidonha kusvika ku322000 matani kubva munaJune 17, ichirova yakaderera kubva 2022 uye kuderera kwakanyanya kwe75% kubva pakakwirira makore maviri apfuura. Seri kweiyi data kune mutambo wakadzika wekupa uye kudiwa pateni mumusika wealuminium: iyo premium yemwedzi mitatu yealuminium yakachinja kubva pamadhora makumi mana nematatu / toni muna Kubvumbi kuenda kumutengo wepamusoro, uye mutengo wekuwedzera wehusiku hwakakwira kusvika kumadhora gumi nemaviri / toni, zvichiratidza kudzvanywa kwenzvimbo refu kudzvanya zvigaro.
Inventory dambudziko: kupera kwemari kwakabatana nemitambo yezvematongerwo enyika
Kubva muna Chikumi, matani zana nemakumi mashanu chete emaresiti emudura akanyoreswa LME aruminiyamu inventory, uye zvikamu zviviri muzvitatu zveiyo iripo ialuminium yeRussia yakarambidzwa neUS neUK. China yakakurumidza kutorwa kwe741000 matani eRussia aruminiyamu kubva munaNdira kusvika Kubvumbi, gore negore kuwedzera kwe48%. Nekudaro, mudzimba electrolytic aruminiyamu yekugadzira simba yasvika padanho repasirindi yemamiriyoni makumi mana neshanu ematoni, uye uwandu hwenguva yakapfuura hwakadzikira kusvika kumwedzi gumi nematanhatu. Pasi pekumanikidzwa kwekupa uye kudiwa, iyo liquidity yemusika wealuminium iri kuratidza "kuuraya kaviri" maitiro.
Kugadziridzwa Kwezvekutengesera: Zvikamu Zvakavanzwa Mukuyerera Kwemarara Aluminium
Kutengeserana kwepasi rose kwezvakaraswa aruminiyamu kuri kuita shanduko inoshamisa: United States iri kushandisa kusabhadharirwa mutero kukwezva kudzoka kwezvakarakwa zvealuminium, izvo zviri kukanganisa kurongeka kweindasitiri yearuminiyamu yakadzokororwa yeChina. Data inoratidza kuti China yakadzokororwa kugadzirwa kwealuminium ichasvika 10.5 miriyoni matani muna 2024, ichiverengera makumi maviri muzana eiyo yakazara aluminium. Nekudaro, kusimba kwezvirambidzo zvekupinda munyika dzeSoutheast Asia zvakamanikidza makambani eChinese kumisa mafekitori muMalaysia neThailand kugadzirisa marara emhando yakaderera. Panguva imwe cheteyo, European Union iri kusimudzira kuzviriritira muzvakaraswa aruminiyamu kudzokorodza, uye chikamu cheJapan chearuminiyamu yakadzokororwa chasvika 100%. Makwikwi epasi rose ealuminium low-carbon aruminiyamu ari kuramba achiwedzera.
Shanduko yeindasitiri: kufanana kwepamusoro-kumagumo kudiwa uye zvipingamupinyi zvemitemo
Shanduko yezvimiro yeChina Aluminium Indasitiri iri kukurumidza: Muna 2024, chikamu chepamusoro-chakawedzerwa zvigadzirwa zvakadai sendege.mahwendefa ealuminiumuye mabhatiri emagetsi emagetsi mukugadzirwa kwealuminium emamiriyoni makumi mana nemaviri ematani achawedzera kusvika pa35%. Chikamu chealuminium inoshandiswa mumotokari dzesimba idzva chasvetuka kubva pa3% muna 2020 kusvika pa12%, ichiva iyo injini yekukura kwekuda. Nekudaro, kutsamira kwekunze kwebauxite kunodarika makumi manomwe muzana, sirin'i ye electrolytic aluminium ishoma, uye pamwe nekumanikidzwa kweEU Carbon Border Tax (CBAM), kuwedzera kweindasitiri kunotarisana nezvipingamupinyi zvakawanda.
Maonero eramangwana: Matambudziko ezvimiro munguva yekuderera kwekutenga
Ongororo inoratidza kuti yazvino LME aruminiyamu yekudzvanya maitiro yakapfuura fungidziro yenguva pfupi uye yakashanduka kuita bvunzo yekushushikana kwekusimba kwepasi rose aruminiyamu yekugovera cheni. Kana iyo yakaderera inventory state ikaramba iripo, musika unogona kubva pa "cyclical surplus" kuenda ku "kushomeka kwemaitiro". Mabhizinesi anofanirwa kuve akasvinura kumubatanidzwa wengozi dze geopolitical, shanduko yemitemo yekutengeserana, uye zvipingaidzo zvekugona, uye mabhindauko muakagadziridzwazve tekinoroji yealuminium uye kuiswa kwenzvimbo kwezvinhu zvepamusoro-soro kunogona kuve kiyi yekupaza.
Nguva yekutumira: Jun-26-2025