Musi waKurume 12, 2025, data yakabudiswa neMarubeni Corporation yakaratidza kuti pakupera kwaFebruary 2025, iyo yakazara aluminium inventory muJapan madoko makuru matatu yakadonha kusvika 313400 matani, kuderera kwe3.5% kubva pamwedzi wapfuura uye kutsva kutsva kubva munaGunyana 2022. Pakati pavo, Yokohama13 Port kusvika 3400 Port Na4400%. ine 163000 matani (52.0%), uye Osaka Port ine 17000 matani (5.4%). Idzi data rinoratidza kuti yepasi rose aluminium yekugovera cheni iri kugadzirisa zvakanyanya, nengozi dze geopolitical uye shanduko mukudiwa kwemaindasitiri kuve iwo madhiraivha makuru.
Chikonzero chikuru chekudzikira kwechiJapan aruminiyamu hesera ndiko kudzokororwa kusingatarisirwe mukudiwa kwemba. Kubatsirwa kubva pakuiswa kwemagetsi mumotokari, Toyota, Honda nemamwe makambani emotokari akaona kuwedzera kwe28% gore-pa-gore mukutengwa kwealuminium body component muna Kukadzi 2025, uye Tesla Model Y's market share muJapan yakawedzera kusvika 12%, ichiwedzera kudiwa kwekutyaira. Pamusoro pezvo, "Green Industry Revitalization Plan" yehurumende yeJapan inoda kuwedzera kwe40% mukushandiswa kwealuminium zvinhumuindasitiri yekuvaka panosvika 2027, ichikurudzira makambani ekuvaka kuti atore nguva isati yasvika.
Chechipiri, iyo yepasi rose aluminium yekutengesa kuyerera iri kuita shanduko yemaitiro. Nekuda kwekugona kweUnited States kuisa mutero paaluminium inotengeswa kunze kwenyika, vatengesi vekuJapan vari kukurumidza kutakurwa kwealuminium kuenda kumisika yeSoutheast Asia neEurope. Zvinoenderana nedata kubva kuMarubeni Corporation, kutengeswa kwealuminium kuJapan kune nyika dzakaita seVietnam neThailand kwakawedzera ne57% gore negore kubva muna Ndira kusvika Kukadzi 2025, ukuwo chikamu chemusika muUnited States chakadzikira kubva pa18% muna 2024 kusvika pa9%. Iyi' detour export 'strategy yakakonzera kuenderera mberi kwekushomeka kwezvikepe muzviteshi zveJapan.
Kudzikira panguva imwe chete kweLME aluminium inventory (kudonha kusvika ku142000 matani musi waKurume 11, iyo yakaderera nhanho mumakore angangoita mashanu) uye kudonha kweiyo US dollar index kusvika 104.15 points (Kurume 12) zvakare yakadzvanyirira chido chevanobva kunze kwenyika vekuJapan kuti vadzore zvakare zvinhu zvavo. Sangano reJapan Aluminium Association rinofungidzira kuti mari yekutenga kunze kwenyika yakawedzera ne12% zvichienzaniswa nenguva imwe chete muna 2024, nepo mutengo wealuminium wepamba wakangowedzera zvishoma ne3%. Musiyano wemutengo uri kuderera waita kuti makambani atange kushandisa zvinhu uye kunonoka kutenga.
Nenguva pfupi, kana kuumbwa kwezviteshi zveJapan kukaramba kuchidzika pasi pe100000 matani, zvinogona kukonzeresa kudiwa kwekudzoserwa kweLME Asia yekuchengetera matura, nekudaro zvichitsigira mitengo yealuminium yepasi rose. Zvisinei, munguva yepakati kusvika kune yakareba, zvitatu zvengozi zvinoda kutariswa kune: kutanga, kugadziriswa kweIndonesia nickel ore kunze kwenyika mutero mutemo unogona kukanganisa mutengo wekugadzira electrolytic aluminium; Chechipiri, kungoerekana kushanduka kwemitemo yekutengeserana pamberi pesarudzo yeUnited States inogona kutungamirira kune imwe kukanganisa kwepasi rose aluminium supply chain; Chetatu, mwero wekuburitswa kweChina electrolytic aluminum yekugadzira simba (inotarisirwa kuwedzera nemamiriyoni mana ematani panosvika 2025) inogona kuderedza kushomeka kwekushandisa.
Nguva yekutumira: Mar-18-2025