Mayar da hankali na yau a cikin kasuwar aluminium: direbobi biyu na manufofi da rikice-rikice na kasuwanci

An harba manufar cikin gida 'farawa bindiga'

A ranar 7 ga Afrilu, 2025, Hukumar Raya Kasa da Gyara ta Kasa da Ma'aikatar Masana'antu da Fasahar Watsa Labarai tare da hadin gwiwa sun gudanar da wani taro don inganta ingantaccen ci gaban masana'antar aluminium, tare da fayyace aiwatar da "Shirin Ayyuka na Shekara Uku don Canjin Kore na Masana'antar Aluminum" daga yau. Babban manufar manufofin ya haɗa da:

Tsananin sarrafa ƙarin ƙarfin samar da aluminium na electrolytic: bisa ƙa'ida, ba za a ƙara yarda da ayyukan aluminium na thermal ba, kuma za a kawar da ƙarfin samar da tan miliyan 3 nan da 2027.

Shirin "Shirin Sau Biyu don Aluminum Sake Fa'ida" yana nufin cimma samar da sama da tan miliyan 13 na aluminium da aka sake fa'ida nan da shekarar 2025, tare da ƙarfafa harajin da aka karkata zuwa ga kamfanonin aluminum da aka sake fa'ida.

Ƙarfafa tsaro na albarkatu: Ƙaddamar da ayyukan matukin jirgi don haɓaka albarkatun aluminium a ƙarƙashin kwal a lardunan Henan da Shanxi, haɓaka ƙimar wadatar kai na bauxite na cikin gida zuwa 60%.

Shafi da wannan, da A-share aluminum sassa ya nuna gagarumin bambanci a yau, tare da kore canji ra'ayi hannun jari irin su China Aluminum Industry (601600. SH) da kuma Nanshan Aluminum Industry (600219. SH) tashi fiye da 3% a kan Trend, yayin da stock farashin kananan da matsakaici-sized aluminum Enterprises da suka dogara da thermal ikon sun kasance karkashin matsin lamba.

Kidayar kudin harajin Amurka na China ya sauka'

Ofishin Wakilin Kasuwancin Amurka (USTR) ya sake nanata a yau cewa "daidai da haraji" kan kayayyakin masana'antu na kasar Sin zai fara aiki a hukumance a ranar 10 ga Afrilu. Kodayake ingots na aluminium basa cikin jerin, farashin fitarwa na samfuran aluminium na ƙasa (kamar sassan mota da foil na aluminium) na iya ƙaruwa sosai. Haɗe da raguwar da ba zato ba tsammani a cikin masana'antar PMI na Amurka zuwa 49.5 a cikin Maris (a baya 51.2), damuwa game da yanayin buƙatun aluminium na duniya ya ƙaru a kasuwa.

Wasan samarwa da buƙatu: durkushewar kaya vs. tsadar farashi

Ƙididdiga ta yi ƙasa da ƙasa na shekaru uku, an fara cika lokacin kololuwar

Ya zuwa ranar 7 ga Afrilu, kididdigar zamantakewar al'umma ta lantarki a kasar Sin ta ragu zuwa tan 738000 (raguwar mako-mako na tan 27000), matakin mafi karanci tun 2022.Aluminum sandakaya ya ragu tare da haɗin kai zuwa tan 223000, yana nuna ci gaba mai dorewa a buƙatar ginin bayanan martaba, firam ɗin hoto, da sauran samfuran.

Gefen farashi 'avalanche' yana jan farashin aluminum

Sakamakon dawo da kayayyakin bauxite daga Indonesia, farashin alumina ya ragu da kashi 8% a cikin mako guda, kuma adadin da aka yi a yankin Henan ya fadi zuwa yuan 2850. Cikakkun farashin aluminium na lantarki ya ragu zuwa ƙasa da yuan/ton 16600, kuma ribar da ake samu ta narke ta haura zuwa yuan/ton 3200. Taimakon farashi mai rauni da haɓaka juriya ga ƙimar aluminium yana ƙaruwa.

Yanayin jagora: Wanene ke tsere akan koren waƙa? ;

Kasar Sin Hongqiao (01378. HK) ta sanar a yau cewa, za ta zuba jari a aikin gina layin farko na nunin "sifiri na carbon electrolytic aluminum" a Yunnan, tare da shirin fara samar da kayayyaki a shekarar 2026. Farashin hannun jari ya karu da sama da kashi 5% yayin zaman ciniki.

Yunlv Co., Ltd. (000807. SZ) ya sanar da haɗin gwiwa tare da CATL don haɓaka "batir mai ƙananan carbon aluminum foil" da shigar da sabon tsarin samar da makamashi. Cibiyar ta yi hasashen cewa kudaden shigarta daga aluminum da aka sake yin fa'ida zai wuce 40% nan da 2025.

Tsarin giant na kasa da kasa: Alcoa ya sanar a yau cewa zai rufe manyan masu siyar da kaya a Ostiraliya kuma zai canza zuwa kasuwar aluminium da aka sake yin fa'ida a kudu maso gabashin Asiya, yana haɓaka yanayin ƙarfin samar da duniya yana juyawa gabas.

Hasashen farashin aluminium na wannan makon: rabe-raben manufofi da buƙatun buƙatun ɓoye

Abubuwa masu kyau

Ƙananan ƙira

Manufofin siyasa: Jigogi masu ra'ayi irin su aluminium da aka sake yin fa'ida da aluminium a ƙarƙashin kwal suna haifuwa, kuma kuɗi na iya mai da hankali kan manyan hannun jari.

Rashin matsi mara kyau

Rushewar farashi: Rashin ƙarfi na farashin alumina na iya raunana tallafin farashi na aluminium electrolytic.

Haɗarin buƙatu na waje: Bayan aiwatar da jadawalin kuɗin fito a ranar 10 ga Afrilu, odar fitar da samfuran aluminum na iya kasancewa cikin matsin lamba.