I ke awakea o Mei 26, i ka wā i loli a hoʻoponopono ʻia ai ka mākeke A-share, ua piʻi koke ka ʻoihana alumini, e hoʻonohonoho ana i kahi "counter trend carnival". I waena o lākou, ʻo ke alakaʻi ʻoihana ʻo Aluminum Corporation of China (601600), me ka waiwai mākeke o aneane 200 biliona yuan, ua pani ʻia e ka palena o kēlā me kēia lā, me ka pani ʻia ʻana o nā kauoha ma mua o 500,000 i hoʻokahi manawa. I ka hopena o ka lā, ua pani paʻa ʻia nā kauoha he 260,000, a ua kiʻekiʻe ka hoihoi no ka hōʻiliʻili kālā.

Ua piʻi like nā waihona pākahi i loko o ka ʻāpana, me kahi ʻano piʻi nui. Ua ʻike ʻo Nanshan Aluminum lāua ʻo Hongqiao Holdings i ka piʻi ʻana ma luna o 8%. Ua piʻi aʻe ʻo Yunlv Group lāua ʻo Tianshan Aluminum Industry ma luna o 7%. Ua piʻi pū ʻo Zhongfu Industrial lāua ʻo Shenhuo Shares ma luna o 6%. Ua hoʻoikaika pū ʻia ka mākeke kūʻai o Hong Kong, me ka piʻi ʻana o Nanshan Aluminum International ma kahi o 15% a me ka piʻi ʻana o China Aluminum Industry ma kahi o 9%. Ua lilo ka ʻāpana alumini i laina nui i ʻike nui ʻia ma ka mākeke i kēlā lā.

Ua hoʻāla ʻia ka hoʻolaha ʻana o nā waihona ʻoihana alumini i kēia manawa e ka lono kaumaha e hoʻolālā ana ʻo Guinea e hoʻokō i nā kaohi hoʻokuʻu aku i ka bauxite i Iune. Ma ke ʻano he mea hana bauxite nui loa o ka honua, hoʻolako ʻo Guinea ma mua o hoʻokahi hapakolu o ka bauxite o ka honua a ʻo ia ke kumu nui o nā mea lawe mai bauxite mai Kina (e helu ana no 74% o nā mea lawe mai Kina). Wahi a ke Kuhina o nā Mines o Guinea, manaʻo kēia hoʻoponopono e hoʻohuli i ke ʻano haʻahaʻa o ke kumukūʻai bauxite ma ka kaohi ʻana i ka nui o ka mea lawe aku. Manaʻo ka mākeke e emi ana ka nui o kāna mea lawe aku makahiki mai 183 miliona tons i ka makahiki 2025 a i 150 miliona tons, he emi ʻana o 18%, e hoʻoulu pololei ana i ka manaʻolana o ka hoʻopaʻa ʻana i ka lako bauxite honua. I ka puka ʻana mai o ka lono, ua piʻi aʻe ke kumukūʻai o nā alumina futures ma ka Shanghai Futures Exchange ma mua o 5% i loko o ka lā, a ua ulu koke ka manaʻolana o ka piʻi ʻana o ke kumukūʻai ma ke kaulahao ʻoihana.

He mea kūpono ke hoʻomaopopo ʻana i ke alo o nā pane ikaika o ka mākeke, ua pane wikiwiki nā ʻoihana alumini he nui a hoʻohaʻahaʻa i ka hopena o ka hanana. Ua ʻōlelo ʻo Nanshan Aluminum Industry ua hele mai nā minelala i lawe ʻia mai e ka ʻoihana mai Australia mai, me ka hapa haʻahaʻa loa o nā minelala mai Guinea mai, a ua kaupalena ʻia ka hopena o kēia kulekele. Ua ʻōlelo ʻo Yunlv Corporation ua kūʻai nui ʻia ka bauxite ma ka home, me ka hilinaʻi haʻahaʻa i nā kumu o waho; Ua pane ʻo Aluminum Corporation o Kina he 70% ka nui o ka lawa ponoʻī o ka ʻoihana no ka bauxite, a he maʻamau ka hana ʻana a me ka hana ma ka wahi eli ʻana o Guinea, me kahi kaulahao lako paʻa.

ʻOkoʻa loa ka pane mālie o nā ʻoihana kino me ka pane radical o ka mākeke kapikala. ʻO ke kumu, ʻaʻole i hoʻokumu ʻia kēia kuhi ʻana e nā kālā ma ka ʻoiaʻiʻo o kēia manawa, akā ma ka pāʻani o nā hakahaka lako-koi e hiki mai ana a me nā manaʻolana kumukūʻai. Inā hoʻokō ʻia ka mana hoʻokuʻu aku o Guinea, e hoʻololi pololei ia i ke ʻano lako bauxite honua, e hoʻokiʻekiʻe i nā kumukūʻai mineral a me nā kumukūʻai alumina, a laila e hoʻouna i ka hopena alumini electrolytic. ʻO nā ʻoihana alumini me nā helu kūʻokoʻa kiʻekiʻe a me nā kahawai kumuwaiwai paʻa e pōmaikaʻi nui, ka mea e lilo i kumu nui o ka hoʻonohonoho kapikala.

I ka wā pōkole, ʻo nā kikoʻī o ka hoʻokō ʻana i ke kulekele o Guinea, ka waihona waiwai maka o ka ʻoihana alumini kūloko, a me ke ʻano hoʻouna ma hope e lilo i mau mea nui e hoʻopilikia ana i ke ʻano o ka ʻāpana. ʻO ke ʻano mākeke ikaika o ka ʻāpana ʻoihana alumini he loiloi hou ia i hoʻokele ʻia e ka manaʻolana o ka nele o nā kumuwaiwai, a pono mākou e makaʻala e pili ana i ka pilikia volatility i hoʻokumu ʻia e ka hoʻokō ʻia o nā manaʻolana i manaʻo ʻia.

I ke awakea o Mei 26, i ka wā i loli a hoʻoponopono ʻia ai ka mākeke A-share, ua piʻi koke ka ʻoihana alumini, e hoʻonohonoho ana i kahi "counter trend carnival". I waena o lākou, ʻo ke alakaʻi ʻoihana ʻo Aluminum Corporation of China (601600), me ka waiwai mākeke o aneane 200 biliona yuan, ua pani ʻia e ka palena o kēlā me kēia lā, me ka pani ʻia ʻana o nā kauoha ma mua o 500,000 i hoʻokahi manawa. I ka hopena o ka lā, ua pani paʻa ʻia nā kauoha he 260,000, a ua kiʻekiʻe ka hoihoi no ka hōʻiliʻili kālā.

Ua piʻi like nā waihona pākahi i loko o ka ʻāpana, me kahi ʻano piʻi nui. Ua ʻike ʻo Nanshan Aluminum lāua ʻo Hongqiao Holdings i ka piʻi ʻana ma mua o 8%; Ua piʻi aʻe ʻo Yunlv Group lāua ʻo Tianshan Aluminum Industry ma mua o 7%. Ua piʻi pū ʻo Zhongfu Industrial lāua ʻo Shenhuo Shares ma mua o 6%. Ua hoʻoikaika pū ʻia ka mākeke kūʻai o Hong Kong, me ka piʻi ʻana o Nanshan Aluminum International ma kahi o 15% a me ka piʻi ʻana o China Aluminum Industry ma kahi o 9%. Ua lilo ka ʻāpana alumini i laina nui loa i ka mākeke i kēlā lā.

Ua hoʻāla ʻia ka hoʻolaha ʻana o nā waihona ʻoihana alumini i kēia manawa e ka lono kaumaha e hoʻolālā ana ʻo Guinea e hoʻokō i nā kaohi hoʻokuʻu aku i ka bauxite i Iune. Ma ke ʻano he mea hana bauxite nui loa o ka honua, hoʻolako ʻo Guinea ma mua o hoʻokahi hapakolu o ka bauxite o ka honua a ʻo ia ke kumu nui o nā mea lawe mai bauxite mai Kina (e helu ana no 74% o nā mea lawe mai Kina). Wahi a ke Kuhina o nā Mines o Guinea, manaʻo kēia hoʻoponopono e hoʻohuli i ke ʻano haʻahaʻa o ke kumukūʻai bauxite ma ka kaohi ʻana i ka nui o ka mea lawe aku. Manaʻo ka mākeke e emi ana ka nui o kāna mea lawe aku makahiki mai 183 miliona tons i ka makahiki 2025 a i 150 miliona tons, he emi ʻana o 18%, e hoʻoulu pololei ana i ka manaʻolana o ka hoʻopaʻa ʻana i ka lako bauxite honua. I ka puka ʻana mai o ka lono, ua piʻi aʻe ke kumukūʻai o nā alumina futures ma ka Shanghai Futures Exchange ma mua o 5% i loko o ka lā, a ua ulu koke ka manaʻolana o ka piʻi ʻana o ke kumukūʻai ma ke kaulahao ʻoihana.

He mea kūpono ke hoʻomaopopo ʻia i ke alo o nā pane ikaika o ka mākeke, ua pane koke aku nā ʻoihana alumini he nui a hoʻohaʻahaʻa i ka hopena o ka hanana. Ua ʻōlelo ʻo Nanshan Aluminum Industry ua hele mai nā minelala i lawe ʻia mai e ka ʻoihana mai Australia mai, me ka hapa haʻahaʻa loa o nā minelala mai Guinea mai, a ua kaupalena ʻia ka hopena o kēia kulekele. Ua ʻōlelo ʻo Yunlv Corporation ua kūʻai nui ʻia ka bauxite ma ka home, me ka hilinaʻi haʻahaʻa i nā kumu o waho. Ua pane mai ʻo Aluminum Corporation o Kina ʻo ka nui o ka lawa ponoʻī o ka ʻoihana no ka bauxite he 70%, a he maʻamau ka hana ʻana a me ka hana ma ka wahi eli ʻana o Guinea, me kahi kaulahao lako paʻa.

ʻOkoʻa loa ka pane mālie o nā ʻoihana kino me ka pane radical o ka mākeke kapikala. ʻO ke kumu, ʻaʻole i hoʻokumu ʻia kēia kuhi ʻana e nā kālā ma ka ʻoiaʻiʻo o kēia manawa, akā ma ka pāʻani o nā hakahaka koi lako e hiki mai ana a me nā manaʻolana kumukūʻai. Inā hoʻokō ʻia ka mana hoʻokuʻu aku o Guinea, e hoʻololi pololei ia i ke ʻano lako bauxite honua, e hoʻokiʻekiʻe i nā kumukūʻai mineral a me nā kumukūʻai alumina, a laila e hoʻouna i ka hopena alumini electrolytic.Nā ʻoihana aluminime nā uku kūʻokoʻa kiʻekiʻe a me nā kahawai kumuwaiwai paʻa e pōmaikaʻi nui ai, ka mea e lilo i kumu nui o ka hoʻonohonoho kapikala.

I ka wā pōkole, ʻo nā kikoʻī o ka hoʻokō ʻana i ke kulekele o Guinea, ka waihona waiwai maka o ka ʻoihana alumini kūloko, a me ke ʻano hoʻouna ma hope e lilo i mau mea nui e hoʻopilikia ana i ke ʻano o ka ʻāpana. ʻO ke ʻano mākeke ikaika o ka ʻāpana ʻoihana alumini he loiloi hou ia i hoʻokele ʻia e ka manaʻolana o ka nele o nā kumuwaiwai, a pono mākou e makaʻala e pili ana i ka pilikia volatility i hoʻokumu ʻia e ka hoʻokō ʻia o nā manaʻolana i manaʻo ʻia.