Maplate eAruminiyamu ari kukwira pamwe chete! Kudzora kwekutengesa kunze kwenyika muGuinea kunotarisirwa kutanga chimwe chikamu, neChina Aluminum Industry ichivhara plate yacho

Masikati emusi wa26 Chivabvu, sezvo musika weA-share wakachinja-chinja uye wakagadziridzwa, chikamu cheindasitiri yearuminiyamu chakangoerekana chasimuka zvakanyanya, chichiita "karamu inopikisa mafambiro". Pakati pavo, mutungamiri weindasitiri Aluminum Corporation of China (601600), ine mutengo wemusika weinosvika mabhiriyoni mazana maviri eyuan, yakavharwa nemuganhu wezuva nezuva, nemitengo inodarika 500000 yakavharwa pane imwe nguva. Pakupedzisira, maodha 260000 akanga achiri kuvharwa, uye kufarira kwekuunganidza mari kwakanga kwakakwira.

Masheya ega ega muchikamu ichi akawedzera panguva imwe chete, zvichikwira zvakanyanya. Nanshan Aluminum neHongqiao Holdings dzakaona kuwedzera kweanopfuura 8%. Yunlv Group neTianshan Aluminum Industry dzakakwira neanopfuura 7%. Zhongfu Industrial neShenhuo Shares dzakakwirawo neanopfuura 6%. Musika wemasheya weHong Kong wakasimbawo pamwe chete, neNanshan Aluminum International ichikwira neanosvika 15% uye China Aluminum Industry ichikwira neanosvika 9%. Chikamu chealuminum chakava mutsetse mukuru unonyanya kukwezva maziso mumusika pazuva iroro.

Kupararira kwemasheya emuindasitiri yearuminiyamu panguva ino kwakakonzerwa nenhau dzinoti Guinea iri kuronga kuisa mitemo yekuburitsa bauxite muna Chikumi. Semugadziri mukuru webauxite pasi rose, Guinea inopa anopfuura chikamu chimwe muzvitatu chebauxite yepasi rose uye ndiyo nzvimbo huru yekutenga bauxite kubva kuChina (ichiverengera 74% yezvinhu zvinotengeswa kuChina). Sekureva kwaGurukota reMigodhi reGuinea, mutemo uyu une chinangwa chekudzosera kumashure mutengo wakaderera webauxite nekudzora huwandu hwezvinhu zvinotengeswa kunze kwenyika. Musika unotarisira kuti huwandu hwayo hwegore negore hwezvinhu zvinotengeswa kunze kwenyika hudzike kubva pamamiriyoni zana nemakumi masere nematatu ematani muna 2025 kusvika pamamiriyoni zana nemakumi mashanu ematani, kudzikira kwe18%, zvichikonzera zvakananga tarisiro yekusimbiswa kwehuwandu hwebauxite pasi rose. Nhau padzakangobuda, mutengo wealumina futures paShanghai Futures Exchange wakakwira neanopfuura 5% mukati mezuva, uye tarisiro yekuwedzera kwemitengo muchikamu cheindasitiri yakakurumidza kukura.

Zvakakosha kuziva kuti pasinei nekukanganiswa kwakanyanya kwemusika, makambani akawanda ealuminium akakurumidza kupindura uye akaderedza kukanganisa kwechiitiko ichi. Nanshan Aluminum Industry yakati zvicherwa zvinopinzwa nekambani zvinobva kuAustralia, zvine huwandu hushoma hwezvicherwa zvinobva kuGuinea, uye kukanganisa kwemutemo uyu kwakaganhurirwa. Yunlv Corporation yakataura kuti bauxite inotengwa zvakanyanya munyika, iine kusavimba kwakaderera nezvinobva kunze kwenyika; Aluminum Corporation yeChina yakapindura kuti mwero wekambani wekuzvigadzirira bauxite i70%, uye kugadzirwa nekushanda munzvimbo yemigodhi yeGuinea kwakajairika, nekutengesa kwakasimba.

Mhinduro yakadzikama yemakambani chaiwo inosiyana zvakanyanya nemhinduro yakashata yemusika wemari. Chaizvoizvo, kufungidzira uku kwemari hakubvi pane zvazviri zviripo, asi pamutambo wekusakwana kwekudiwa kwezvinhu mune ramangwana uye tarisiro yemitengo. Kana kutonga kwekutengesa kunze kwenyika muGuinea kukashandiswa, kuchachinja zvakananga maitiro epasi rose e bauxite, kukwidza mitengo yezvicherwa nemitengo ye alumina, uye zvobva zvaendeswa kumagumo e electrolytic aluminium. Makambani e aluminiyamu ane mwero wepamusoro wekuzviriritira uye nzira dzakagadzikana dzezviwanikwa achabatsirwa zvakanyanya, izvo zvinova pfungwa huru yekurongeka kwemari.

Munguva pfupi, ruzivo rwekushandiswa kwemitemo yeGuinea, zvinhu zvakagadzirwa nearuminiyamu mumakambani emuno, uye mafambiro ekutumira zvinhu zvichave zvinhu zvikuru zvinokanganisa mafambiro echikamu ichi. Mafambiro akasimba emusika weindasitiri yearuminiyamu chaizvoizvo kuongororazve kukosha kwezvinhu kunokonzerwa netarisiro yekushomeka kwezviwanikwa, uye tinofanira kungwarira njodzi yekushanduka-shanduka inokonzerwa nekuzadzikiswa kwezvinotarisirwa.

Masikati emusi wa26 Chivabvu, sezvo musika weA-share wakachinja-chinja uye wakagadziridzwa, chikamu cheindasitiri yearuminiyamu chakangoerekana chasimuka zvakanyanya, chichiita "karamu inopikisa mafambiro". Pakati pavo, mutungamiri weindasitiri Aluminum Corporation of China (601600), ine mutengo wemusika weinosvika mabhiriyoni mazana maviri eyuan, yakavharwa nemuganhu wezuva nezuva, nemitengo inodarika 500000 yakavharwa pane imwe nguva. Pakupedzisira, maodha 260000 akanga achiri kuvharwa, uye kufarira kwekuunganidza mari kwakanga kwakakwira.

Masheya ega ega muchikamu ichi akawedzera panguva imwe chete, zvichikwira zvakanyanya. Nanshan Aluminum neHongqiao Holdings dzakaona kuwedzera kweanopfuura 8%; Yunlv Group neTianshan Aluminum Industry dzakakwira neanopfuura 7%. Zhongfu Industrial neShenhuo Shares dzakakwirawo neanopfuura 6%. Musika wemasheya weHong Kong wakasimbawo pamwe chete, neNanshan Aluminum International ichikwira neanosvika 15% uye China Aluminum Industry ichikwira neanosvika 9%. Chikamu chealuminum chakava chinhu chinonyanya kukwezva maziso mumusika pazuva iroro.

Kupararira kwemasheya emuindasitiri yearuminiyamu panguva ino kwakakonzerwa nenhau dzinoti Guinea iri kuronga kuisa mitemo yekuburitsa bauxite muna Chikumi. Semugadziri mukuru webauxite pasi rose, Guinea inopa anopfuura chikamu chimwe muzvitatu chebauxite yepasi rose uye ndiyo nzvimbo huru yekutenga bauxite kubva kuChina (ichiverengera 74% yezvinhu zvinotengeswa kuChina). Sekureva kwaGurukota reMigodhi reGuinea, mutemo uyu une chinangwa chekudzosera kumashure mutengo wakaderera webauxite nekudzora huwandu hwezvinhu zvinotengeswa kunze kwenyika. Musika unotarisira kuti huwandu hwayo hwegore negore hwezvinhu zvinotengeswa kunze kwenyika hudzike kubva pamamiriyoni zana nemakumi masere nematatu ematani muna 2025 kusvika pamamiriyoni zana nemakumi mashanu ematani, kudzikira kwe18%, zvichikonzera zvakananga tarisiro yekusimbiswa kwehuwandu hwebauxite pasi rose. Nhau padzakangobuda, mutengo wealumina futures paShanghai Futures Exchange wakakwira neanopfuura 5% mukati mezuva, uye tarisiro yekuwedzera kwemitengo muchikamu cheindasitiri yakakurumidza kukura.

Aruminiyamu (8)

Zvakakosha kuziva kuti pasinei nekukanganiswa kwakanyanya kwemusika, makambani akawanda ealuminium akakurumidza kupindura uye akaderedza kukanganisa kwechiitiko ichi. Nanshan Aluminum Industry yakati zvicherwa zvinopinzwa nekambani zvinobva kuAustralia, zvine huwandu hushoma hwezvicherwa zvinobva kuGuinea, uye kukanganisa kwemutemo uyu kwakaganhurirwa. Yunlv Corporation yakataura kuti bauxite inonyanya kutengwa munyika, isina kuvimba zvakanyanya nezvinobva kunze kwenyika. Aluminum Corporation yeChina yakapindura kuti mwero wekambani wekuzvigutsa nebauxite i70%, uye kugadzirwa nekushanda munzvimbo yemigodhi yeGuinea kwakajairika, nekutengesa kwakasimba.

Mhinduro yakadzikama yemakambani emagetsi inosiyana zvakanyanya nemhinduro yakashata yemusika wemari. Chaizvoizvo, kufungidzira uku kwemari hakubvi pane zvazviri, asi pamutambo wekusakwana kwezvinodiwa zvemagetsi mune ramangwana uye tarisiro yemitengo. Kana kutonga kwekutengesa kunze kwenyika muGuinea kukatangwa, kuchachinja zvakananga maitiro epasi rose ekugadzira bauxite, kukwidza mitengo yezvicherwa nemitengo yealumina, uye zvobva zvaendeswa kumagumo ealuminium emagetsi.Makambani ealuminiumnemitengo yepamusoro yekuzvimiririra uye nzira dzakagadzikana dzezviwanikwa zvichabatsira zvikuru, izvo zvinova pfungwa huru yekurongeka kwemari.

Munguva pfupi, ruzivo rwekushandiswa kwemitemo yeGuinea, zvinhu zvakagadzirwa nearuminiyamu mumakambani emuno, uye mafambiro ekutumira zvinhu zvichave zvinhu zvikuru zvinokanganisa mafambiro echikamu ichi. Mafambiro akasimba emusika weindasitiri yearuminiyamu chaizvoizvo kuongororazve kukosha kwezvinhu kunokonzerwa netarisiro yekushomeka kwezviwanikwa, uye tinofanira kungwarira njodzi yekushanduka-shanduka inokonzerwa nekuzadzikiswa kwezvinotarisirwa.


Nguva yekutumira: Chivabvu-29-2026
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