Galabnimadii Maajo 26, iyadoo suuqa saamiyada A uu isbeddelay oo la hagaajiyay, qaybta warshadaha aluminiumka ayaa si lama filaan ah si xooggan u kacday, iyadoo samaysay "kalluun ka soo horjeeda isbeddelka". Kuwaas waxaa ka mid ah, hoggaamiyaha warshadaha Aluminium Corporation of China (601600), oo leh qiimo suuqeed ku dhawaad ​​​​200 bilyan oo yuan, ayaa lagu xiray xadka maalinlaha ah oo kor u kacay, iyadoo in ka badan 500000 oo dalab la xiray hal mar. Dhammaadka maalinta, 260000 oo dalab ayaa weli si adag loo xiray, xiisaha loo qabo ururinta lacagahana wuu sarreeyay.

Saamiyada shakhsi ahaaneed ee qaybta ku jira ayaa si isku mid ah kor ugu kacay, iyadoo isbeddel weyn uu kor u kacay. Nanshan Aluminium iyo Hongqiao Holdings waxay arkeen koror ka badan 8%. Yunlv Group iyo Tianshan Aluminium Industry ayaa kor u kacay in ka badan 7%. Zhongfu Industrial iyo Shenhuo Shares ayaa sidoo kale kor u kacay in ka badan 6%. Suuqa saamiyada Hong Kong ayaa sidoo kale si isku mid ah u xoogaystay, iyadoo Nanshan Aluminium International uu cirka isku shareeray ku dhawaad ​​15% iyo China Aluminium Industry oo kor u kacday qiyaastii 9%. Qaybta aluminiumku waxay noqotay khadka ugu muhiimsan ee soo jiidashada badan suuqa maalintaas.

Saamiyada warshadaha aluminiumka ee xilligan ayaa si wada jir ah u faafay markii ay soo baxeen wararkii ugu muhiimsanaa ee ahaa in Guinea ay qorsheyneyso inay hirgeliso xakamaynta dhoofinta bauxite bisha Juun. Iyada oo ah soo saaraha ugu weyn adduunka ee bauxite, Guinea waxay bixisaa in ka badan saddex meelood meel bauxite-ka adduunka waana isha ugu muhiimsan ee soo dejinta bauxite-ka Shiinaha (oo ka dhigan 74% wax soo saarka Shiinaha). Sida laga soo xigtay Wasiirka Macdanta ee Guinea, xeerkan wuxuu higsanayaa inuu beddelo qaabka qiimaha hooseeya ee bauxite iyadoo la xakameynayo mugga dhoofinta. Suuqu wuxuu filayaa in mugga dhoofinta sanadlaha ah uu hoos uga dhaco 183 milyan oo tan sanadka 2025 ilaa 150 milyan oo tan, taasoo ah hoos u dhac 18% ah, taasoo si toos ah u kicinaysa rajada ah in sahayda bauxite ee adduunka la adkeeyo. Isla markii warka soo baxay, qiimaha mustaqbalka alumina ee ku jira Suuqa Mustaqbalka ee Shanghai ayaa kor u kacay in ka badan 5% maalintii, rajada kororka qiimaha ee silsiladda warshadahana si dhakhso ah ayay u bislaadeen.

Waxaa xusid mudan in iyadoo ay jiraan falcelin xooggan oo suuqa ah, shirkado badan oo aluminium ah ayaa si degdeg ah uga jawaabay oo hoos u dhigay saameynta dhacdada. Nanshan Aluminium Industry waxay sheegtay in macdanta laga soo dejiyo shirkaddu ay inta badan ka timaado Australia, iyadoo qayb aad u yar oo macdan ah laga helo Guinea, saameynta siyaasaddanina ay xaddidan tahay. Shirkadda Yunlv waxay sheegtay in bauxite-ka inta badan laga iibsado gudaha, iyadoo ku tiirsanaan yar ay ku leedahay ilo dibadda ah; Shirkadda Aluminium-ka ee Shiinaha ayaa ka jawaabtay in heerka isku filnaanshaha shirkadda ee bauxite uu yahay 70%, wax soo saarka iyo hawlgalka aagga macdanta Guinea-na ay yihiin kuwo caadi ah, iyadoo silsilad sahaydu deggan tahay.

Jawaabta degan ee shirkadaha ganacsiga ee jireed waxay si weyn uga duwan tahay falcelinta xagjirka ah ee suuqa raasamaalka. Asal ahaan, mala-awaalkan lacageed kuma salaysna xaqiiqada hadda jirta, laakiin wuxuu ku salaysan yahay ciyaarta farqiga mustaqbalka ee baahida saadka iyo rajooyinka qiimaha. Haddii xakamaynta dhoofinta Guinea la hirgeliyo, waxay si toos ah u qaabayn doontaa qaabka saadka bauxite ee adduunka, waxay kor u qaadi doontaa qiimaha macdanta iyo kharashyada alumina, ka dibna waxay u gudbin doontaa dhammaadka aluminiumka elektrolytic. Shirkadaha aluminiumka ee leh heerarka isku filnaanshaha sare iyo kanaallada kheyraadka deggan ayaa si weyn uga faa'iideysan doona, taas oo noqonaysa macquulka ugu muhiimsan ee qaabaynta raasamaalka.

Waqtiga gaaban, faahfaahinta hirgelinta siyaasadda Guinea, kaydka alaabta ceeriin ee shirkadaha aluminiumka ee gudaha, iyo laxanka dhoofinta ee xiga ayaa noqon doona doorsoomayaal muhiim ah oo saameeya isbeddelka qaybta. Isbeddelka suuqa ee xooggan ee qaybta warshadaha aluminiumku asal ahaan waa dib-u-qiimeyn qiimeyn ah oo ay horseedday filashada yaraanta kheyraadka, waxaanan u baahanahay inaan ka digtoonaano khatarta isbeddelka ee ka dhalata fulinta la filayo ee filashooyinka.

Galabnimadii Maajo 26, iyadoo suuqa saamiyada A uu isbeddelay oo la hagaajiyay, qaybta warshadaha aluminiumka ayaa si lama filaan ah si xooggan u kacday, iyadoo samaysay "kalluun ka soo horjeeda isbeddelka". Kuwaas waxaa ka mid ah, hoggaamiyaha warshadaha Aluminium Corporation of China (601600), oo leh qiimo suuqeed ku dhawaad ​​​​200 bilyan oo yuan, ayaa lagu xiray xadka maalinlaha ah oo kor u kacay, iyadoo in ka badan 500000 oo dalab la xiray hal mar. Dhammaadka maalinta, 260000 oo dalab ayaa weli si adag loo xiray, xiisaha loo qabo ururinta lacagahana wuu sarreeyay.

Saamiyada shakhsi ahaaneed ee qaybta ku jira ayaa si isku mid ah kor ugu kacay, iyadoo isbeddel weyn uu kor u kacay. Nanshan Aluminium iyo Hongqiao Holdings waxay arkeen koror ka badan 8%; Yunlv Group iyo Tianshan Aluminium Industry ayaa kor u kacay in ka badan 7%. Zhongfu Industrial iyo Shenhuo Shares ayaa sidoo kale kor u kacay in ka badan 6%. Suuqa saamiyada Hong Kong ayaa sidoo kale si isku mid ah u xoogaystay, iyadoo Nanshan Aluminium International uu cirka isku shareeray ku dhawaad ​​15% iyo China Aluminium Industry oo kor u kacday qiyaastii 9%. Qaybta aluminiumku waxay noqotay suuqa ugu muhiimsan ee soo jiita indhaha maalintaas.

Saamiyada warshadaha aluminiumka ee xilligan ayaa si wada jir ah u faafay markii ay soo baxeen wararkii ugu muhiimsanaa ee ahaa in Guinea ay qorsheyneyso inay hirgeliso xakamaynta dhoofinta bauxite bisha Juun. Iyada oo ah soo saaraha ugu weyn adduunka ee bauxite, Guinea waxay bixisaa in ka badan saddex meelood meel bauxite-ka adduunka waana isha ugu muhiimsan ee soo dejinta bauxite-ka Shiinaha (oo ka dhigan 74% wax soo saarka Shiinaha). Sida laga soo xigtay Wasiirka Macdanta ee Guinea, xeerkan wuxuu higsanayaa inuu beddelo qaabka qiimaha hooseeya ee bauxite iyadoo la xakameynayo mugga dhoofinta. Suuqu wuxuu filayaa in mugga dhoofinta sanadlaha ah uu hoos uga dhaco 183 milyan oo tan sanadka 2025 ilaa 150 milyan oo tan, taasoo ah hoos u dhac 18% ah, taasoo si toos ah u kicinaysa rajada ah in sahayda bauxite ee adduunka la adkeeyo. Isla markii warka soo baxay, qiimaha mustaqbalka alumina ee ku jira Suuqa Mustaqbalka ee Shanghai ayaa kor u kacay in ka badan 5% maalintii, rajada kororka qiimaha ee silsiladda warshadahana si dhakhso ah ayay u bislaadeen.

Waxaa xusid mudan in iyadoo ay jiraan falcelin xooggan oo suuqa ah, shirkado badan oo aluminium ah ayaa si degdeg ah uga jawaabay oo hoos u dhigay saameynta dhacdada. Nanshan Aluminium Industry waxay sheegtay in macdanta laga soo dejiyo shirkaddu ay inta badan ka timaado Australia, iyadoo qayb aad u yar oo macdan ah laga helo Guinea, saameynta siyaasaddanina ay xaddidan tahay. Shirkadda Yunlv waxay sheegtay in bauxite-ka inta badan laga iibsado gudaha, iyadoo ku tiirsanaan yar ay ku leedahay ilo dibadda ah. Shirkadda Aluminium-ka ee Shiinaha ayaa ka jawaabtay in heerka isku filnaanshaha shirkadda ee bauxite uu yahay 70%, wax soo saarka iyo hawlgalka aagga macdanta Guinea-na ay yihiin kuwo caadi ah, iyadoo silsilad sahaydu deggan tahay.

Jawaabta degan ee shirkadaha ganacsiga ayaa si weyn uga duwan falcelinta xagjirka ah ee suuqa raasamaalka. Asal ahaan, mala-awaalkan ay sameeyeen lacagaha kuma salaysna xaqiiqada hadda jirta, laakiin wuxuu ku salaysan yahay ciyaarta farqiga baahida sahayda mustaqbalka iyo rajada qiimaha. Haddii xakamaynta dhoofinta Guinea la hirgeliyo, waxay si toos ah u qaabayn doontaa qaabka sahayda bauxite ee adduunka, waxay kor u qaadi doontaa qiimaha macdanta iyo kharashyada alumina, ka dibna waxay u gudbin doontaa dhammaadka aluminiumka elektaroonigga ah.Shirkadaha aluminiumkaiyadoo heerarka isku filnaanshaha sare iyo kanaallada kheyraadka ee deggan ay si weyn uga faa'iideysan doonaan, taasoo noqonaysa caqliga ugu muhiimsan ee qaab-dhismeedka raasamaalka.

Waqtiga gaaban, faahfaahinta hirgelinta siyaasadda Guinea, kaydka alaabta ceeriin ee shirkadaha aluminiumka ee gudaha, iyo laxanka dhoofinta ee xiga ayaa noqon doona doorsoomayaal muhiim ah oo saameeya isbeddelka qaybta. Isbeddelka suuqa ee xooggan ee qaybta warshadaha aluminiumku asal ahaan waa dib-u-qiimeyn qiimeyn ah oo ay horseedday filashada yaraanta kheyraadka, waxaanan u baahanahay inaan ka digtoonaano khatarta isbeddelka ee ka dhalata fulinta la filayo ee filashooyinka.