Thaum Lub Peb Hlis 12, 2025, cov ntaub ntawv tso tawm los ntawm Marubeni Corporationqhia tau tias cov khoom lag luam aluminiumntawm Nyiv peb lub chaw nres nkoj loj tsis ntev los no tau poob mus rau 313,400 metric tons (txog thaum kawg ntawm Lub Ob Hlis 2025), uas yog qhov qis tshaj plaws txij li lub Cuaj Hlis 2022. Cov khoom muag khoom muag thoob plaws Yokohama, Nagoya, thiab Osaka cov chaw nres nkoj sawv ntawm 42.6%, 52%, thiab 5.4%, raws li, ntsig txog, cuam tshuam cov khoom lag luam thoob ntiaj teb.

Surging Demand Emerges raws li Thawj Tsav Tsheb

Lub nthwv dej ntawm automotive electrification tau ncaj qha fueled aluminium noj. Japanese automakers xws li Toyota thiab Honda pom 28% xyoo-rau-xyoo surge nyob rau hauv txhuas lub cev vaj huam sib luag yuav nyob rau hauv Lub ob hlis ntuj, nrog Tesla Model Y lub lag luam feem nyob rau hauv Nyiv tshaj 12%, ntxiv kev txhawb nqa. Lub caij no, Nyij Pooj "Green Industry Revitalization Plan," uas tau txiav txim siab nce 40% hauv kev tsim kho kev siv txhuas los ntawm 2027, tau ua rau cov neeg tsim khoom khaws cov ntaub ntawv ntxov. Kev txheeb cais qhia tau hais tias aluminium xav tau hauv kev tsim kho ib leeg tau nce 19% piv rau tib lub sijhawm xyoo tas los.

Kev hloov pauv loj hauv Kev Lag Luam

Muaj peev xwm US tariffs rau txhuas tau yuam cov neeg lag luam Nyij Pooj los pivot sai rau cov lag luam Esxias sab hnub tuaj thiab Europe. Hauv thawj ob lub hlis ntawm 2025, Nyiv cov txhuas xa tawm mus rau Nyab Laj thiab Thaib tau nce siab los ntawm 57%, thaum nws cov khoom xa tawm hauv Asmeskas tau poob qis los ntawm 18% mus rau 9% ntawm tag nrho cov khoom xa tuaj. Qhov "dhau kev xa tawm" lub tswv yim no tau tso tawm cov khoom muag ncaj qha. Kev sib xyaw ua ke, cov khoom lag luam txhuas thoob ntiaj teb tseem tab tom nruj -LME (London Hlau Txauv) cov khoom lag luam poob rau 142,000 metric tons, tsib xyoos qis - ua kom cov saw hlau hnyav ntxiv.

Tus nqi raug txwv tsis pub nkag

Nyiv tus nqi txhuas cov khoom lag luam tau nce 12% xyoo-rau-xyoo, tab sis cov nqi hauv tsev tau nce tsuas yog 3%, txo tus nqi sib kis thiab txhawb cov tuam txhab kom txo qis cov khoom muag uas twb muaj lawm. Ua ke nrog US dollar Performance index dipping rau 104.15, importers 's txaus siab rau restock tau tsis muaj zog ntxiv. Lub Koom Haum Nyij Pooj Aluminum ceeb toom tias yog tias cov chaw nres nkoj cov khoom lag luam poob qis dua 100,000 metric tons, nws tuaj yeem ua rau muaj kev maj nrawm ntxiv rau LME Asian xa khoom warehouses,tsav tsheb nce nqi txhuas thoob ntiaj teb.

Peb Cov Lus Ceeb Toom Txog Kev Nyab Xeeb Yav Tom Ntej

1. Indonesia txoj cai xa tawm nickel tuaj yeem cuam tshuam cov nqi hluav taws xob txhuas.

2. Kev Xaiv Tsa Ua Ntej Tebchaws Asmeskas Txoj Cai Kev Lag Luam Kev Lag Luam tsis muaj kev pheej hmoo cuam tshuam cuam tshuam thoob ntiaj teb cov khoom siv txhuas.

3. Tuam Tshoj txoj kev npaj 4 lab Metric Tons tshiab Electrolytic Txhuas Muaj Peev Xwm hauv 2025 tuaj yeem hloov pauv kev lag luam.