Diirada maanta ee suuqa aluminiumka: laba darawal ee siyaasadaha iyo khilaafyada ganacsiga

Siyaasaddii gudaha ee 'qoriga bilawga' waa la riday

Abriil 7, 2025, Komishanka Horumarinta iyo Dib-u-habaynta Qaranka iyo Wasaaradda Warshadaha iyo Tignoolajiyada Warfaafinta ayaa si wada jir ah u qabtay shir kor loogu qaadayo horumarinta tayada sare leh ee warshadaha aluminium, iyagoo caddaynaya hirgelinta "Qorshaha Waxqabad ee Saddexda Sano ee Isbeddelka Cagaaran ee Warshadaha Aluminium" laga bilaabo maanta. Siyaasadda xudunta u ah waxaa ka mid ah:

Si adag u xakamee ku darida awooda wax soo saarka aluminium elektrolytic ah: mabda 'ahaan, mashaariicda aluminium tamarta kulaylka ah mar dambe lama ansixin doono, iyo awoodda wax soo saarka ee 3 milyan oo tan ayaa la baabi'in doonaa 2027.

"Qorshaha labanlaaban ee aluminium dib loo warshadeeyey" ayaa ujeedadiisu tahay in la gaaro wax soo saarka in ka badan 13 milyan oo tan oo aluminium dib loo warshadeeyey marka la gaaro 2025, iyadoo dhiirigelin canshuureed loo janjeero shirkadaha aluminiumka ee dib loo warshadeeyey.

Xoojinta amniga kheyraadka: Daah-furka mashruucyada tijaabada ah ee horumarinta agabka aluminiumka ee hoos yimaada dhuxusha ee gobollada Henan iyo Shanxi, iyada oo kor loo qaadayo heerka isku filnaanta ee bauxite gudaha ilaa 60%.

Tani waxay saameyn ku yeelatay, qaybta aluminium ee A-share waxay muujisay kala duwanaansho muhiim ah maanta, iyada oo la adeegsanayo kaydka fikradda isbeddelka cagaaran sida Shiinaha Aluminium Industry (601600. SH) iyo Nanshan Aluminum Industry (600219. SH) oo kor u kaca in ka badan 3% oo ka soo horjeeda isbeddelka, halka qiimaha saamiyada ee shirkadaha yaryar iyo kuwa dhexdhexaadka ah ee aluminium ee ku tiirsan awoodda kulaylka ay cadaadis ku jireen.

Tirinta kabaha tacriifadaha Shiinaha ee Maraykanka oo soo degaya'

Xafiiska Wakiilka Ganacsiga ee Mareykanka (USTR) ayaa ku celiyay maanta in "tarifyada u dhigma" ee alaabada warshadaha Shiinaha ay si rasmi ah u dhaqan gali doonto 10-ka Abriil. Inkasta oo aluminium ingots aysan ku jirin liiska, kharashka dhoofinta ee alaabta aluminiumka hoose (sida qaybaha baabuurta iyo aluminium aluminium) ayaa laga yaabaa inay si aad ah u kordhiso. Marka lagu daro hoos u dhaca lama filaanka ah ee wax soo saarka Maraykanka ee PMI ilaa 49.5 bishii Maarso (horay 51.2), welwelka ku saabsan aragtida baahida aluminium ee caalamiga ah ayaa ku sii korodhay suuqa.

Ciyaarta wax-soo-saarka iyo dalabaadka: alaabada oo burburay vs. kharashka burburka

Alaabta ayaa hoos u dhacday saddex sano, buuxinta xilliga ugu sarreysa ayaa bilaabmaya

Laga bilaabo Abriil 7-deedii, agabka bulsheed ee aluminium elektrolytic ah ee Shiinaha ayaa hoos ugu dhacay 738000 tan (hoos u dhac toddobaadle ah oo ah 27000 tan), heerka ugu hooseeya tan iyo 2022.Usha aluminiumagabka alaabada ayaa si isku mid ah hoos ugu dhacay ilaa 223000 oo tan, taas oo muujinaysa soo kabasho joogto ah oo loo qabo baahida loo qabo dhisidda muuqaalada, sawir-qaadaha, iyo alaabada kale.

Dhanka kharashka 'avalanche' wuxuu hoos u dhigayaa qiimaha aluminiumka

Iyada oo ay saamaysay dib u soo kabashada dhoofinta bauxite ee Indonesia, qiimaha alumina ayaa hoos u dhacay 8% hal toddobaad gudaheed, iyo odhaahda gobolka Henan ayaa hoos u dhacday 2850 yuan / ton. Qiimaha dhamaystiran ee aluminium electrolytic ayaa hoos u dhacay 16600 yuan/ton, iyo faa'iidada dhalaalaysa ayaa kor u kacday ilaa 3200 yuan/ton. Taageerada qiimaha daciifinta iyo kordhinta caabbinta kor u kaca qiimaha aluminium.

Isbeddelka ugu horreeya: Yaa ku tartamaya jidka cagaaran? ;

China Hongqiao (01378. HK) ayaa maanta ku dhawaaqday in ay maalgalin doonto dhismaha xariiqda bandhiga "eber carbon electrolytic aluminium" ee adduunka ugu horreeya ee Yunnan, iyada oo la qorsheynayo in la bilaabo wax soo saarka 2026. Qiimaha saamiyada ayaa kor u kacay 5% inta lagu jiro kalfadhiga ganacsiga.

Yunlv Co., Ltd. (000807. SZ) ayaa ku dhawaaqday iskaashi lala yeesho CATL si loo horumariyo "battery-carbon foil aluminium" oo loo galo silsiladda sahayda gaadiidka tamarta cusub. Machadku wuxuu saadaaliyay in dakhliga ka soo gala aluminium dib loo warshadeeyay uu ka badnaan doono 40% marka la gaaro 2025.

Qaabaynta weyn ee caalamiga ah: Alcoa ayaa maanta ku dhawaaqday in ay xidhi doonto smelters-ka qaaliga ah ee Australia oo ay u wareegi doonto Koonfur-bari Aasiya suuqa aluminium ee dib loo warshadeeyey, iyada oo dardargelinaysa isbeddelka awoodda wax-soo-saarka caalamiga ah ee u wareegaysa bari.

Saadaasha qiimaha aluminium ee usbuucan: saami qaybsiga siyaasadda iyo walaacyada baahida qarsoon

Qodobbada togan

Alaabta hoose + baahida xilliga ugu sarreysa: wareegga buuxinta ama taageerada kor u kaca muddada-gaaban ee qiimaha aluminium.

Catalysis siyaasadda: Mawduucyada fikradda ah sida aluminium dib loo warshadeeyey iyo aluminium hoostii dhuxusha ayaa khamiiraya, waxaana laga yaabaa in lacagaha diiradda lagu saaro kaydka hogaaminaya.

Cadaadiska xun ee cadaadiska

Qiimaha Burburka: Hawlgalka daciifka ah ee qiimaha aluminiumku waxa uu wiiqi karaa taageerada kharashka ee aluminium elektrolytic ah.

Khatarta baahida dibadda: Ka dib hirgelinta tacriifadaha Abriil 10-keeda, amarada dhoofinta aluminiumku waxay noqon kartaa cadaadis.