A ranar 26 ga Mayu da rana, yayin da kasuwar hannun jari ta A-share ta canza kuma ta daidaita, ɓangaren masana'antar aluminum ya tashi ba zato ba tsammani, yana shirya wani "bikin al'ada na daban". Daga cikinsu, shugaban masana'antar Aluminum Corporation of China (601600), wanda darajar kasuwa ta kusan yuan biliyan 200, an rufe shi da iyaka ta yau da kullun, tare da rufe sama da oda 500000 a lokaci guda. A ƙarshen rana, har yanzu an rufe oda 260000, kuma sha'awar tara kuɗi ta yi yawa.

Hannun jarin mutum ɗaya a cikin wannan fanni sun tashi a lokaci guda, tare da ci gaba mai kyau. Nanshan Aluminum da Hongqiao Holdings sun ga ƙaruwar sama da kashi 8%. Yunlv Group da Tianshan Aluminum Industry sun tashi da sama da kashi 7%. Zhongfu Industrial da Shenhuo Handles suma sun tashi da sama da kashi 6%. Kasuwar hannayen jari ta Hong Kong ta kuma ƙarfafa a lokaci guda, inda Nanshan Aluminum International ta tashi da kusan kashi 15% yayin da China Aluminum Industry ta tashi da kusan kashi 9%. Bangaren aluminum ya zama babban layin da ya fi jan hankali a kasuwa a wannan ranar.

Barkewar hannun jarin masana'antar aluminum a wannan karon ya samo asali ne daga labarin da ke cewa Guinea na shirin aiwatar da tsarin sarrafa fitar da bauxite a watan Yuni. A matsayinta na babbar mai samar da bauxite a duniya, Guinea tana samar da sama da kashi daya bisa uku na bauxite a duniya kuma ita ce babbar hanyar shigo da bauxite daga China (wanda ke wakiltar kashi 74% na shigo da kayayyaki daga China). A cewar Ministan Ma'adinai na Guinea, wannan doka tana da nufin sauya tsarin farashin bauxite mai rahusa ta hanyar sarrafa yawan fitar da kayayyaki. Kasuwa tana sa ran yawan fitar da kayayyaki daga shekara zai ragu daga tan miliyan 183 a shekarar 2025 zuwa tan miliyan 150, raguwar kashi 18%, wanda hakan ke haifar da tsammanin kara yawan samar da bauxite a duniya. Da zarar labarin ya fito, farashin alumina futures a kasuwar Shanghai Futures Exchange ya karu da sama da kashi 5% cikin yini, kuma tsammanin karuwar farashi a sarkar masana'antu ya yi sauri.

Ya kamata a lura cewa, a yayin da ake fuskantar matsin lamba a kasuwa, kamfanonin aluminum da yawa sun mayar da martani cikin gaggawa kuma sun rage tasirin lamarin. Nanshan Aluminum Industry ta bayyana cewa ma'adanai da kamfanin ke shigowa da su galibi suna fitowa ne daga Ostiraliya, tare da ƙarancin kaso na ma'adanai daga Guinea, kuma tasirin wannan manufar yana da iyaka. Kamfanin Yunlv ya bayyana cewa ana siyan bauxite galibi a cikin gida, tare da ƙarancin dogaro da kafofin ƙasashen waje; Kamfanin Aluminum na China ya mayar da martani cewa ƙimar wadatar da kamfanin ke samu ga bauxite shine kashi 70%, kuma samarwa da aiki a yankin haƙar ma'adinai na Guinea abu ne na yau da kullun, tare da sarkar samar da kayayyaki mai ɗorewa.

Amsar da kamfanonin da ke aiki a fannin tattalin arziki suka bayar ta bambanta sosai da martanin da kasuwar jari ke mayarwa. Ainihin, wannan hasashen da aka yi ta hanyar kuɗi ba ya dogara ne akan gaskiyar da ake da ita a yanzu ba, amma akan wasan gibin da ake da shi na buƙatar wadata da kayayyaki nan gaba da kuma tsammanin farashi. Idan aka aiwatar da tsarin fitar da kayayyaki na Guinea, zai sake fasalin tsarin samar da bauxite na duniya kai tsaye, ya ƙara farashin ma'adinai da farashin alumina, sannan ya kai ga ƙarshen aluminum mai amfani da wutar lantarki. Kamfanonin aluminum waɗanda ke da yawan wadatar kansu da hanyoyin samar da albarkatu masu ƙarfi za su amfana sosai, wanda ya zama babban ma'anar tsarin jari.

A cikin ɗan gajeren lokaci, cikakkun bayanai game da aiwatar da manufofin Guinea, kayan aikin masana'antar aluminum na cikin gida, da kuma tsarin jigilar kaya daga baya za su zama manyan abubuwan da ke shafar yanayin ɓangaren. Babban yanayin kasuwa na ɓangaren masana'antar aluminum ainihin sake kimantawa ne wanda ake sa ran ƙarancin albarkatu ke haifarwa, kuma muna buƙatar yin taka tsantsan game da haɗarin canjin yanayi da ake samu sakamakon cikar tsammanin da ake tsammani.

A ranar 26 ga Mayu da rana, yayin da kasuwar hannun jari ta A-share ta canza kuma ta daidaita, ɓangaren masana'antar aluminum ya tashi ba zato ba tsammani, yana shirya wani "bikin al'ada na daban". Daga cikinsu, shugaban masana'antar Aluminum Corporation of China (601600), wanda darajar kasuwa ta kusan yuan biliyan 200, an rufe shi da iyaka ta yau da kullun, tare da rufe sama da oda 500000 a lokaci guda. A ƙarshen rana, har yanzu an rufe oda 260000, kuma sha'awar tara kuɗi ta yi yawa.

Hannun jarin mutum ɗaya a cikin wannan fanni sun tashi a lokaci guda, tare da ci gaba mai kyau. Nanshan Aluminum da Hongqiao Holdings sun ga ƙaruwar sama da kashi 8%; Yunlv Group da Tianshan Aluminum Industry suma sun tashi da sama da kashi 7%. Hannun jarin Zhongfu Industrial da Shenhuo suma sun karu da sama da kashi 6%. Kasuwar hannayen jarin Hong Kong ta kuma ƙarfafa a lokaci guda, inda Nanshan Aluminum International ta tashi da kusan kashi 15% yayin da China Aluminum Industry ta tashi da kusan kashi 9%. Bangaren aluminum ya zama babban layin da ya fi jan hankali a kasuwa a wannan ranar.

Barkewar hannun jarin masana'antar aluminum a wannan karon ya samo asali ne daga labarin da ke cewa Guinea na shirin aiwatar da tsarin sarrafa fitar da bauxite a watan Yuni. A matsayinta na babbar mai samar da bauxite a duniya, Guinea tana samar da sama da kashi daya bisa uku na bauxite a duniya kuma ita ce babbar hanyar shigo da bauxite daga China (wanda ke wakiltar kashi 74% na shigo da kayayyaki daga China). A cewar Ministan Ma'adinai na Guinea, wannan doka tana da nufin sauya tsarin farashin bauxite mai rahusa ta hanyar sarrafa yawan fitar da kayayyaki. Kasuwa tana sa ran yawan fitar da kayayyaki daga shekara zai ragu daga tan miliyan 183 a shekarar 2025 zuwa tan miliyan 150, raguwar kashi 18%, wanda hakan ke haifar da tsammanin kara yawan samar da bauxite a duniya. Da zarar labarin ya fito, farashin alumina futures a kasuwar Shanghai Futures Exchange ya karu da sama da kashi 5% cikin yini, kuma tsammanin karuwar farashi a sarkar masana'antu ya yi sauri.

Ya kamata a lura cewa, a yayin da ake fuskantar matsin lamba a kasuwa, kamfanonin aluminum da dama sun mayar da martani cikin gaggawa kuma sun rage tasirin lamarin. Nanshan Aluminum Industry ta bayyana cewa ma'adanai da kamfanin ke shigowa da su galibi suna fitowa ne daga Ostiraliya, tare da ƙarancin kaso na ma'adanai daga Guinea, kuma tasirin wannan manufar yana da iyaka. Kamfanin Yunlv ya bayyana cewa galibi ana siyan bauxite a cikin gida, tare da ƙarancin dogaro da kafofin ƙasashen waje. Kamfanin Aluminum na China ya mayar da martani cewa ƙimar wadatar da kamfanin ke samu ga bauxite shine kashi 70%, kuma samarwa da aiki a yankin haƙar ma'adinai na Guinea abu ne na yau da kullun, tare da sarkar samar da kayayyaki mai ɗorewa.

Amsar da kamfanonin da ke aiki a fannin tattalin arziki suka bayar ta bambanta sosai da martanin da kasuwar jari ke mayarwa. Ainihin, wannan hasashe na kuɗi ba ya dogara ne akan gaskiyar da ake da ita a yanzu ba, amma akan wasan gibin buƙatar wadata nan gaba da tsammanin farashi. Idan aka aiwatar da tsarin fitar da kayayyaki na Guinea, zai sake fasalin tsarin samar da bauxite na duniya kai tsaye, ya ƙara farashin ma'adinai da farashin alumina, sannan ya kai ga ƙarshen aluminum mai amfani da wutar lantarki.Kamfanonin aluminumtare da yawan wadatar kai da hanyoyin samar da albarkatu masu dorewa za su amfana sosai, wanda ya zama babban ma'anar tsarin jari.

A cikin ɗan gajeren lokaci, cikakkun bayanai game da aiwatar da manufofin Guinea, kayan aikin masana'antar aluminum na cikin gida, da kuma tsarin jigilar kaya daga baya za su zama manyan abubuwan da ke shafar yanayin ɓangaren. Babban yanayin kasuwa na ɓangaren masana'antar aluminum ainihin sake kimantawa ne wanda ake sa ran ƙarancin albarkatu ke haifarwa, kuma muna buƙatar yin taka tsantsan game da haɗarin canjin yanayi da ake samu sakamakon cikar tsammanin da ake tsammani.