Ina whakatikatikahia te utu o te konumohe hiko i roto i te awhe, ka neke marie te ngāwari o te utu tūturu ki te pito tukatuka. I te poutumarotanga o te 1 o Hepetema, ko te utu hou o te kirimana Shanghai Aluminum 2610 he 24110 yuan/tana, he pikinga o te 150 yuan mai i te utu whakataunga o inanahi o te 23960 yuan (whakahou 31/8/2026). Ko te utu toharite o te konumohe A00 i te mākete wāhi o te awa o Yangtze he 24110 yuan/tana, he pikinga o te 140 yuan, tata rite ki ngā heke mai; Kua panuitia kētia ngā utu o ngā paraihe konumohe whakarewa i raro iho ko te utu toharite o te konumohe konumohe ADC12 he 24000 yuan/tana, he pikinga 100 yuan, ā, ko te utu toharite o te paraihe konumohe whakarewa A356.2 he 24400 yuan/tana, he pikinga 100 yuan. I tēnei wā e neke haere ana te whakaiti i te taumaha mai i te ariā ki te whakatutuki i ngā whakaritenga ā-ture, kua tīmata marie te aromatawai anō i te uara o te ara tukatuka konumohe.

Ko te hekenga o te hanganga tono te pūtake o tēnei arotakenga anō. Kua tae te tono mō ngā kōtaha whare tuku iho me ngā pepa takai ki tētahi wā papatahi, ā, kei te neke haere te wāhi piki haere ki ngā waka hiko hou, te rokiroki hiko, me te hanga taputapu kounga teitei. I roto i te mara o ngā waka arumoni, kua mārama te paerewa ā-motu GB1589-2026 i te ara o te whakakotahitanga mama, ā, kua hua ake te pikinga o te nui o te konumohe e whakamahia ana mō te tinana me te pouaka.

Te whai huatanga o te utungā koranu konumoheKua tātaihia anō te rerekētanga i waenga i te whakaiti taumaha me te whānuitanga. Kua puta te tohu utu mai i te pito tukatuka: ko ADC12, te waitohu matua o te whakarewa-mate, he utu whakatau tata 24000 yuan/tana, he rite tonu ki te 24110 yuan/tana o te konumohe A00, e whakaatu ana i te tautoko utu pakari mō ngā huānga konumohe para me te koranu; ko A356.2, hei pokapū kounga teitei me te rauemi mata mō te wāhanga hanganga, he utu 24400 yuan/tana, he 400 yuan/tana teitei ake i te ADC12.

I ahu mai te utu nui i ngā whakaritenga teitei ake mō te parakore me te mahi miihini, ā, ko te arai ki te tiwhikete waitohu teitei kei te whakapiki ake i te uara tāpiri tukatuka. Mai i te tirohanga whakamutunga, kua tino piki ake te nui o te konumohe e whakamahia ana i roto i ngā waka hiko hou ki te whakataurite ki ngā waka wahie, me ngā anga pākahiko me ngā wāhanga hanganga tinana e whai wāhi ana ki te pikinga matua. Kei te mimiti tonu ngā rauemi konumohe i te rokiroki hiko me ngā anga photovoltaic, ā, ko ngā huringa iti o ngā kaweake me ngā ota hanga teitei kei te noho hei taurangi matua i roto i ngā hua tukatuka.

Mai i te tirohanga o te hononga mekameka ahumahi, ko te tauira utu papatahi o te 24110 yuan mō te Shanghai Aluminum 2610 me te 24110 yuan mō te A00 konumohe te tikanga kāore anō kia pēhia ngā hua o te pito whakarewa, he nui te tuku rauemi mata, ā, ka taea e ngā umanga tukatuka te whakahaere ota i ngā utu pumau. Ko te utu kati o London Futures mō Lunwai Aluminum (London Futures) he $3242/tana, he pikinga $18 mai i te katinga o inanahi o te $3224, e tautoko ana i ngā utu tukatuka ā-rohe mā roto i ngā utu o ngā rauemi para kawemai me ngā huānga koranu. Ko te iti o ngā taonga he tautoko ā-roto anō hoki.

Ko te nui o te konumohe i te wā o mua (wiki o te 28 o Ākuhata) he 391498 tana (tata ki te 391500 tana), he hekenga tēnei o te 12299 tana ia wiki. Nā te iti o ngā rauemi mata kua nui ake te aro o ngā umanga tukatuka ki te raka utu me te auau o te whakaritenga whakaputa.

I te nuinga, i mau tonu te utu pumau o ADC12 ki te 24000 yuan/tana, ā, i piki ake te utu o A356.2 ki te 24400 yuan/tana, he tohu tēnei e whakaatu ana i te ia o te whakaiti i te taumaha me te arotakenga anō o te ara tukatuka. Ko te 24110 yuan o Shanghai Aluminum 2610 me te ōritetanga o te konumohe A00 e whakarato ana i te punga utu pumau mō te hekenga iho.

Ehara te arotakenga anō o te ara tukatuka konumohe i te mea takitahi, engari he hononga tata ki te iti o te taonga konumohe tuatahi me te hanganga 24110 yuan ia mita tapawha o Shanghai Aluminum 2610. Ina iti te tuku o runga, ā, kei te neke te tono o raro ki te taumata teitei, ka whakatuwheratia anō te ngāwari o te hua o ngā hononga tukatuka waenga.

Mō ngā umanga tukatuka, he whai wāhitanga, he whakamātautau hoki te whānui ake o ngā utu nui mō ngā waitohu utu nui. Mēnā ka taea e rātou te huri i ngā ota mama hei hua, kei runga i ā rātou tukanga me ō rātou āheinga ki te pupuri utu. I te heke mai, me arotahi tātou ki te tere o te whakatinanatanga o ngā kaupapa here mama mō ngā waka hiko hou me ngā waka arumoni, me te mea hoki ka whānui haere tonu te utu nui mō ngā waitohu utu nui pēnei i te A356.2 me te piki haere o te tono. Kei te tuhia te kōrero mō te konumohe mai i te konumohe taketake ki te pito tukatuka.