Musi wa23 Kurume, 2026, musika wearuminiyamu wemuno wakasangana nekuderera kukuru, uye tarisiro yechinyakare yekushandiswa kwe "goridhe, sirivha, uye ina" yakaparadzwa zvachose. Musika wakaedzwa zvakanyanya ne "mwaka wepamusoro-soro usina simba", uye mitengo ye "spot and futures" yakaderera panguva imwe chete, zvichikonzera kutonhora kukuru kwemaonero e "bullish".

Mitengo yenguva yemberi neyenguva pfupi yadzikira pamwe chete, mitengo mikuru ichidzikira imwe mushure meimwe

Pazuva iroro, chibvumirano chikuru cheShanghai Aluminum chakadzikira zvakanyanya panguva yekutengesa, kamwe chete chichidzika pasi penhamba ye23300 yuan/tani, nekuderera kwezuva nezuva kuchidarika 1.4%, zvichiratidza kushata kwemusika. Panguva imwe chete, avhareji yemutengo weangots dzearuminiyamu dzemumba yakadzikira pamwe chete, ichidzika pasi pemutengo wepfungwa we24000 yuan/tani. Musika une pfungwa yakasimba yekumirira uye kuona, uye mamiriro ekutengeserana achiri akareruka.

Zvinhu zvakawanda zvakasanganiswa nekusada kudiwa, kusawirirana kwezvinhu zviripo uye zvinodiwa zvinova dambudziko guru

Chikonzero chikuru chekuderera kwemusika wearuminiyamu parizvino chiri mukusawirirana kukuru pakati pekuwanikwa kwezvinhu zvinodiwa nevanhu. Huwandu hwevanhu hwezvinhu zvakagadzirwa nearuminiyamu zvemuno hwakwira kusvika pamatani mamiriyoni 1.339, zvichikwira zvakanyanya mumakore anoda kusvika mashanu, uye huwandu hwakawanda hwezvinhu zviri kugadzirwa huri kuramba huchideredza mitengo. Zvisinei, divi revatengi riri pasi rinoramba richishanda zvisina kusimba, uye kuburitswa kwezvinodiwa zvemwaka wepamusoro hakusviki pane zvaitarisirwa. Musiyano wakasimba pakati pezvinhu zvakawanda zviri kugadzirwa nezvinodiwa zvisina kusimba wave chinhu chikuru chinodzikisa mitengo yearuminiyamu.

Kumanikidzwa kwakawanda, kusimbaradzwa kwedhora rekuAmerica kunodzvinyirira chikamu chisina feri

Nzvimbo yakakura inewo mhedzisiro yakaipa pamusika wearuminiyamuKukwira kwekusawirirana pakati peUnited States neIran munguva pfupi yapfuura kwawedzera mitengo yemafuta asina kucheneswa pasi rose uye kwakawedzera kunetseka kwemitengo yemusika; Nekuda kweizvozvo, kutarisira kweFederal Reserve kuderedza mitengo yemubereko kwakamiswa zvakare kusvika pakupera kwekota yechitatu kana kunyange kota yechina. Kusimbiswa kweUS dollar index kuri kuramba kuchimanikidza mhando dzesimbi dzisina ferrous dzinotengeswa muUS dollars, uye musika wealuminium haugone kunzvenga kudhonzwa kwese kwechikamu ichi.

Kusiyana kwemukati nekunze, kumanikidzwa kwemumba, kuderedzwa kwekugadzirwa kwekunze kwenyika uye kubviswa kwezviyo

Zvinhu zvakakosha pamusika wepasi rose wearuminiyamu zvinoratidza maitiro akakosha ekusiyana kwemukati nekunze. Panyaya dzekunze kwenyika, gakava reMiddle East riri kuramba richikura, nemakambani akawanda earuminiyamu ekune dzimwe nyika akadai seQatar Aluminum neBahrain Aluminum achiwana kudzikiswa kukuru kwekugadzirwa, nekudzikira kweanopfuura matani miriyoni imwe chete. Zvinhu zveLME aluminium zviri kuramba zvichipera kusvika matani 433000, zvichiratidza kuti huwandu hwezvinhu zviri kuwanikwa kunze kwenyika huri kuramba huchikwira.

Kune rumwe rutivi, muChina, kumanikidzwa kwehuwandu hwezvinhu zvakagadzirwa nearuminiyamu hakuna kugadziriswa, uye makambani ekugadzirisa zvinhu ari pasi pemvura ari kudzvinyirirwa zvakanyanya nekuchinja kwemitengo yearuminiyamu, zvichikonzera kuderedzwa kwakanyanya kwepurofiti uye chido chekutenga chisina kusimba. Kugamuchirwa kwemirairo kubva kumakambani ekugadzirisa marara kwaderera kusvika pakuomesesa, zvichingochengetedza kumhanya kwekutenga kwakakosha. Musika wearuminiyamu yakasakara unokanganiswa nemutemo we "reverse invoicing", uye kuwanikwa kwezvinhu zvinotenderera kuri kuramba kuri kushoma. Rudzi rwearuminiyamu yakapwanyika (mutengo wemvura) runochinja zvishoma pakati pe20200-20800 yuan/tani (kunze kwemutero), uye hapana chiratidzo chekuti zvinhu zvichadzoka pari zvino.

Kuchinja pfungwa dzekutengeserana, tarisiro dzekudzikira kwehupfumi dzichitsiva mari yemubhadharo wezvematongerwo enyika

Parizvino, chinangwa chekutengeserana mumusika wearuminiyamu chachinja zvakanyanya, kubva pakungofungidzira nezvemari yemitero yengozi yezvematongerwo enyika kusvika pakutengesa zvishoma nezvishoma zvinotarisirwa zvekuderera kwehupfumi hwenyika. Mitengo yepamusoro yemafuta, ukuwo ichiwedzera kushushikana kwemitengo, yakamutsawo kunetseka mumusika nezvekuderera kwekukura kwehupfumi hwenyika. Kuda mari yengozi yehupfumi kwadzika zvakanyanya, uye musika wearuminiyamu ucharamba uchitarisana nemiedzo yakawanda yekumanikidzwa munguva pfupi.