Babban masana'antar aluminum (electrolytic aluminum) ta kasar Sin ta nuna wani yanayi na musamman na "hauhawar farashi tare da karuwar riba" a watan Nuwamba na 2025, a cewar wani bincike na farashi da farashi da Antaike ta fitar, wata babbar cibiyar bincike kan karafa marasa ƙarfe. Wannan dual dynamic yana ba da mahimman bayanai ga masu narkar da ƙarfe na sama, masu sarrafa ƙarfe na tsakiya (gami dafarantin aluminum, sandar ƙarfe, da bututumasana'antun), da kuma masu amfani da ƙarshen kasuwa waɗanda ke bin diddigin canjin kasuwa.
Lissafin Antaike ya nuna cewa matsakaicin jimillar kuɗin da aka kashe (gami da haraji) na babban aluminum a watan Nuwamba ya kai RMB 16,297 a kowace tan, wanda ya karu da RMB 304 a kowace tan (ko 1.9%) a wata-wata (MoM). Abin lura shi ne, farashin ya kasance RMB 3,489 a kowace tan (ko 17.6%) ƙasa da shekara-shekara (YoY), wanda ke nuna fa'idodin farashi na tsawon lokaci daga lokutan baya. Abubuwa biyu ne suka haifar da hauhawar farashin wata-wata: hauhawar farashin anode da hauhawar farashin wutar lantarki. Duk da haka, raguwar farashin alumina da ke ci gaba da raguwa ya zama wani ɓangare na rage farashin, wanda ya rage hauhawar farashin gaba ɗaya. Bayanan farashin amin Antaike sun nuna cewa matsakaicin farashin alumina, babban kayan samar da aluminum na farko, ya faɗi da RMB 97 a kowace tan (ko 3.3%) MoM zuwa RMB 2,877 a kowace tan a lokacin zagayowar siyan kayan amfanin gona na Nuwamba.
Kudin wutar lantarki, wanda shine babban ɓangare na manyan kuɗaɗen samar da aluminum, ya ga hauhawar farashi. Haɓaka farashin kwal ya ƙara farashin wutar lantarki da ake samarwa da kanta a masana'antun narkar da mai, yayin da shigowar yankin kudancin China zuwa lokacin rani ya haifar da ƙaruwa mai yawa a cikin harajin wutar lantarki. Sakamakon haka,cikakken farashin wutar lantarki(gami da haraji) ga babban masana'antar aluminum ya haura da RMB 0.03 a kowace kWh MoM zuwa RMB 0.417 a kowace kWh a watan Nuwamba. A halin yanzu, farashin anode da aka gasa kafin a gasa, wani babban abin da ke haifar da tsada, ya ci gaba da murmurewa. Bayan ya faɗi ƙasa a watan Satumba, farashin anode ya tashi tsawon watanni uku a jere, tare da girman karuwar yana ƙaruwa kowane wata, galibi saboda hauhawar farashin man fetur coke, babban kayan samar da anode.
Duk da hauhawar farashi, hasashen ribar kasuwar aluminum ta farko ya inganta yayin da farashin ya karu fiye da karuwar farashi. Matsakaicin farashin kwangilar ci gaba ta Shanghai Aluminum (SHFE Al) ya karu da RMB 492 a kowace tan MoM zuwa RMB 21,545 a kowace tan a watan Nuwamba. Antaike ta kiyasta cewa matsakaicin ribar kowace tan na aluminum na farko ya tsaya a RMB 5,248 a watan Nuwamba (ban da harajin ƙara daraja da harajin kuɗin shiga na kamfanoni, idan aka yi la'akari da bambancin farashin haraji a yankuna), wanda ke wakiltar karuwar MoM na RMB 188 a kowace tan. Wannan ya nuna ci gaba da ribar masana'antar, alama ce mai kyau ga dukkan sarkar samar da aluminum, daga masu narkar da kayayyaki da ke tabbatar da dorewar samarwa zuwa masu sarrafa aluminum (kamar waɗanda ke aiki a cikin injin aluminum) suna inganta dabarun siyan kayan.
Ga 'yan kasuwan da suka mai da hankali kanfarantin aluminum, sandar ƙarfe, bututumasana'antu, da kuma injina, wannan yanayin riba mai riba yana nuna mahimmancin bin diddigin farashi da canjin farashi a sama don daidaita farashin samarwa da farashin samfura, ta haka ne za a ci gaba da samun gasa a kasuwannin cikin gida da na ƙasashen waje.
Lokacin Saƙo: Disamba-09-2025
