I te ahiahi o te 26 o Mei, i te mea e piki haere ana, e whakarerekētia ana hoki te mākete hea-A, ka piki ake te rāngai ahumahi konumohe, ka whakatū i tētahi "karāniwha ā-auaha". I roto i a rātou, ko te kaiārahi ahumahi konumohe Corporation o Haina (601600), me te uara mākete tata ki te 200 piriona yuan, i katihia e te rohe o ia rā, me te neke atu i te 500,000 ota i kati i tētahi wā. I te mutunga o te rā, e 260,000 ota kei te kati tonu, ā, he nui te hihiri ki te kohi moni.

I piki haere ngā hea takitahi o te rāngai i te wā kotahi, me te pikinga tere. I kite a Nanshan Aluminum me Hongqiao Holdings i te pikinga neke atu i te 8%. I piki ake a Yunlv Group me Tianshan Aluminum Industry mā te neke atu i te 7%. I piki ake hoki a Zhongfu Industrial me Shenhuo Shares mā te neke atu i te 6%. I kaha ake hoki te mākete hea o Hong Kong i te wā kotahi, me te pikinga tere o Nanshan Aluminum International mā te tata ki te 15% me te pikinga o China Aluminum Industry mā te tata ki te 9%. Ko te rāngai konumohe te raina matua tino hopukina i te mākete i taua rā.

I puta te pakarutanga o ngā hea o te umanga konumohe i tēnei wā nā te rongo nui e whakaaro ana a Guinea ki te whakatinana i ngā mana whakahaere kaweake bauxite i te marama o Hune. Hei te kaihanga bauxite nui rawa atu o te ao, e tuku ana a Guinea i te neke atu i te kotahi-hautoru o te bauxite o te ao, ā, koia te pūtake matua o ngā kawemai bauxite a Haina (e 74% o ngā kawemai a Haina). E ai ki te Minita o ngā Maina o Guinea, ko te whāinga o tēnei ture he huri i te tauira utu iti o te bauxite mā te whakahaere i te rahinga kaweake. E matapaetia ana e te mākete ka heke te rahinga kaweake ā-tau mai i te 183 miriona tana i te tau 2025 ki te 150 miriona tana, he hekenga o te 18%, ka whakaoho tika i te tumanako ka whakawhāitihia te tuku bauxite o te ao. I te putanga mai o te rongo, ka piki ake te utu o ngā alumina ā-mua i runga i te Shanghai Futures Exchange mā te neke atu i te 5% i roto i te rā, ā, ka tere te piki o te tumanako ka piki ake te utu i roto i te mekameka umanga.

He mea tika kia mōhiotia, ahakoa te kaha o ngā tauhohenga mākete, he maha ngā kamupene konumohe kua tere te urupare, ā, kua whakaiti i te pānga o te aituā. I kī a Nanshan Aluminum Industry ko ngā kohuke kawemai a te kamupene i ahu mai i Ahitereiria, he iti noa iho te ōwehenga o ngā kohuke mai i Guinea, ā, he iti noa iho te pānga o tēnei kaupapa here. I kī a Yunlv Corporation ko te nuinga o te wā ka hokona te bauxite i roto i te motu, me te iti o te whakawhirinaki ki ngā puna o tāwāhi; i whakautu a Aluminum Corporation o Haina ko te reiti whaiaro a te kamupene mō te bauxite he 70%, ā, he noa te whakaputa me te mahi i roto i te rohe keri o Guinea, me te mekameka tuku pumau.

He rerekē rawa te tauhohenga marino o ngā umanga ā-tinana ki te tauhohenga nui o te mākete whakapaipai. Ko te tikanga, ehara tēnei whakapae a ngā pūtea i te mea e ahu mai ana i te ao tūturu o nāianei, engari i runga i te kēmu o ngā āputa o te tuku me te tono ā muri ake nei me ngā tumanakohanga utu. Mēnā ka whakatinanahia te mana kaweake o Guinea, ka huri tika i te tauira tuku bauxite o te ao, ka piki ake ngā utu kohuke me ngā utu alumina, kātahi ka tukuna ki te pito konumohe hiko. Ka nui te painga o ngā kamupene konumohe he nui ngā reiti whaiaro me ngā hongere rauemi pumau, ka noho hei kaupapa matua o te whakatakotoranga whakapaipai.

I roto i te wā poto, ko ngā taipitopito o te whakatinanatanga o ngā kaupapa here a Guinea, te rarangi rauemi mata o ngā umanga konumohe ā-rohe, me te auau o ngā kaipuke i muri mai ka noho hei taurangi matua e pā ana ki te ia o te rāngai. Ko te ia kaha o te mākete o te rāngai umanga konumohe he arotakenga anō o te aromatawai i ahu mai i te tumanako o te kore rauemi, ā, me mataara tātou ki te mōrearea o te piki me te heke o te uara e puta mai ana i te whakatutukitanga o ngā tumanakohanga.

I te ahiahi o te 26 o Mei, i te mea e piki haere ana, e whakarerekētia ana hoki te mākete hea-A, ka piki ake te rāngai ahumahi konumohe, ka whakatū i tētahi "karāniwha ā-auaha". I roto i a rātou, ko te kaiārahi ahumahi konumohe Corporation o Haina (601600), me te uara mākete tata ki te 200 piriona yuan, i katihia e te rohe o ia rā, me te neke atu i te 500,000 ota i kati i tētahi wā. I te mutunga o te rā, e 260,000 ota kei te kati tonu, ā, he nui te hihiri ki te kohi moni.

I piki haere ngā hea takitahi o te rāngai i te wā kotahi, me te pikinga tere. I kite a Nanshan Aluminum me Hongqiao Holdings i te pikinga neke atu i te 8%; i piki ake a Yunlv Group me Tianshan Aluminum Industry mā te neke atu i te 7%. I piki ake hoki a Zhongfu Industrial me Shenhuo Shares mā te neke atu i te 6%. I kaha ake hoki te mākete hea o Hong Kong i te wā kotahi, me te pikinga tere o Nanshan Aluminum International mā te tata ki te 15% me te pikinga o China Aluminum Industry mā te tata ki te 9%. Ko te rāngai konumohe te mea tino ātaahua i te mākete i taua rā.

I puta te pakarutanga o ngā hea o te umanga konumohe i tēnei wā nā te rongo nui e whakaaro ana a Guinea ki te whakatinana i ngā mana whakahaere kaweake bauxite i te marama o Hune. Hei te kaihanga bauxite nui rawa atu o te ao, e tuku ana a Guinea i te neke atu i te kotahi-hautoru o te bauxite o te ao, ā, koia te pūtake matua o ngā kawemai bauxite a Haina (e 74% o ngā kawemai a Haina). E ai ki te Minita o ngā Maina o Guinea, ko te whāinga o tēnei ture he huri i te tauira utu iti o te bauxite mā te whakahaere i te rahinga kaweake. E matapaetia ana e te mākete ka heke te rahinga kaweake ā-tau mai i te 183 miriona tana i te tau 2025 ki te 150 miriona tana, he hekenga o te 18%, ka whakaoho tika i te tumanako ka whakawhāitihia te tuku bauxite o te ao. I te putanga mai o te rongo, ka piki ake te utu o ngā alumina ā-mua i runga i te Shanghai Futures Exchange mā te neke atu i te 5% i roto i te rā, ā, ka tere te piki o te tumanako ka piki ake te utu i roto i te mekameka umanga.

He mea tika kia mōhiotia, ahakoa te kaha o ngā urupare a te mākete, he maha ngā kamupene konumohe kua tere te urupare, ā, kua whakaiti i te pānga o te aituā. I kī a Nanshan Aluminum Industry ko ngā kohuke kawemai a te kamupene i ahu mai i Ahitereiria, he iti noa iho te ōwehenga o ngā kohuke mai i Guinea, ā, he iti noa iho te pānga o tēnei kaupapa here. I kī a Yunlv Corporation ko te nuinga o te wā ka hokona te bauxite i roto i te motu, me te iti o te whakawhirinaki ki ngā puna o tāwāhi. I whakautu a Aluminum Corporation o Haina ko te reiti whaiaro a te kamupene mō te bauxite he 70%, ā, he noa te whakaputa me te mahi i roto i te rohe keri o Guinea, me te mekameka tuku pumau.

He rerekē rawa te tauhohenga marino o ngā umanga ā-tinana ki te tauhohenga nui o te mākete whakapaipai. Ko te tikanga, ehara tēnei whakapae a ngā pūtea i te mea e ahu mai ana i te ao tūturu o nāianei, engari i runga i te kēmu o ngā āputa tono tuku ā muri ake nei me ngā tumanakohanga utu. Mēnā ka whakatinanahia te mana whakahaere kaweake a Guinea, ka huri tika i te tauira tuku bauxite o te ao, ka piki ake ngā utu kohuke me ngā utu alumina, kātahi ka tukuna ki te pito konumohe hiko.Ngā kamupene konumoheka tino whai hua mēnā he nui ngā reiti oranga-ā-koe me ngā hongere rauemi pumau, ka noho koinei te kaupapa matua o te whakatakotoranga whakapaipai.

I roto i te wā poto, ko ngā taipitopito o te whakatinanatanga o ngā kaupapa here a Guinea, te rarangi rauemi mata o ngā umanga konumohe ā-rohe, me te auau o ngā kaipuke i muri mai ka noho hei taurangi matua e pā ana ki te ia o te rāngai. Ko te ia kaha o te mākete o te rāngai umanga konumohe he arotakenga anō o te aromatawai i ahu mai i te tumanako o te kore rauemi, ā, me mataara tātou ki te mōrearea o te piki me te heke o te uara e puta mai ana i te whakatutukitanga o ngā tumanakohanga.