Xa ixabiso le-aluminium ye-electrolytic lilungiswa kancinci ngaphakathi koluhlu, ukuqina kwexabiso lokwenyani kuyatshintsha ngokuthe cwaka ukuya ekupheleni kokucubungula. Ukususela emini ngomhla woku-1 kuSeptemba, ixabiso lamva nje lesivumelwano seShanghai Aluminium 2610 yi-24110 yuan/ton, ukunyuka kwe-150 yuan ukusuka kwixabiso lokuhlaliswa izolo le-23960 yuan (uhlaziyo lwe-31/8/2026). Ixabiso eliqhelekileyo le-aluminium ye-A00 kwimarike yeYangtze River yi-24110 yuan/ton, ukunyuka kwe-140 yuan, phantse ngokulinganayo ne-futures; Amaxabiso ee-ingots ze-aluminium alloy ezisezantsi sele ebhengeziwe ukuba ixabiso eliqhelekileyo le-aluminium alloy ADC12 yi-24000 yuan/ton, ukunyuka kwe-100 yuan, kwaye ixabiso eliqhelekileyo le-ingot ye-aluminium alloy A356.2 yi-24400 yuan/ton, ukunyuka kwe-100 yuan. Okwangoku xa ukwenziwa kwezinto zibe lula kutshintshela ekubeni yingcamango ukuya ekuthotyelweni kwemithetho enyanzelekileyo, ukuvavanywa kwakhona kwexabiso lendlela yokucubungula i-aluminium kuqalile ngokuzolileyo.

Ukufuduka kolwakhiwo lwemfuno yimvelaphi yolu vavanyo kwakhona. Imfuno yeeprofayili zezakhiwo zemveli kunye neefoyile zokupakisha ifikelele kwixesha elinzima, kwaye indawo ekhulayo itshintshela kwizithuthi zamandla amatsha, ukugcinwa kwamandla, kunye nokuveliswa kwezixhobo eziphezulu. Kwicandelo lezithuthi zorhwebo, umgangatho wesizwe onyanzelekileyo we-GB1589-2026 uchaze ngokucacileyo indlela yokudibanisa okukhaphukhaphu, okubangele ukwanda kobungakanani be-aluminium esetyenziselwa umzimba kunye nomzimba.

Ukusebenza kakuhle kweendlekoii-alloys ze-aluminiumphakathi kokunciphisa ubunzima kunye nobubanzi kuphinde kwabalwa. Isibonakaliso sexabiso esivela kwisiphelo sokucubungula sivele: I-ADC12, njengophawu oluphambili lwe-die-casting, inesicatshulwa se-24000 yuan/ton, esilingana ne-24110 yuan/ton ye-A00 aluminium, ebonakalisa inkxaso eqinileyo yeendleko ze-aluminium elahliweyo kunye nezinto ze-alloy; I-A356.2, njenge-hub ephezulu kunye nezinto zokwakha, ixabiso layo liyi-24400 yuan/ton, ephezulu yi-400 yuan/ton kune-ADC12.

Le premium ivela kwiimfuno eziphezulu zobumsulwa kunye nokusebenza koomatshini, kwaye umqobo kwisatifikethi sophawu oluphezulu ngaxeshanye unyusa ixabiso elongezelelweyo lokucubungula. Ukusuka kwimbono yesiphelo, ubungakanani be-aluminium esetyenziswa kwizithuthi zamandla ezintsha bunyuke kakhulu xa kuthelekiswa nezithuthi zamandla, kunye neegobolondo zebhetri kunye nezinto zokwakha zomzimba ezinegalelo ekunyuseni okuphambili. Ukugcinwa kwamandla kunye neefreyimu ze-photovoltaic ziyaqhubeka nokufunxa izixhobo ze-aluminium, kwaye utshintsho oluncinci kwiimpahla ezithunyelwa kwamanye amazwe kunye nee-odolo zokuvelisa eziphezulu ziba ziinguqu ezibalulekileyo kwinzuzo yokucubungula.

Ngokwembono yonxibelelwano lwe-industrial chain, ipateni yexabiso elingaguqukiyo le-24110 yuan yeShanghai Aluminium 2610 kunye ne-24110 yuan ye-A00 aluminium ithetha ukuba inzuzo yesiphelo sokunyibilikisa ayikhange incitshiswe, ukubonelelwa kwezinto eziluhlaza kuninzi, kwaye amashishini okucubungula angenza ii-odolo ngeendleko ezizinzileyo. Ixabiso lokuvala leLondon Futures yeLunwai Aluminium (London Futures) yayiyi-$3242/ton, ukunyuka kwe-$18 ukusuka kwi-$3224 yokuvala izolo, okuxhasa ngokungathanga ngqo iindleko zokucubungula zasekhaya ngamaxabiso ezinto ezilahlwayo ezingenisiweyo kunye nezinto ze-alloy. Uluhlu oluphantsi lukwaxhasa ngokungangqalanga.

Isitokhwe se-aluminium kwixesha elidlulileyo (iveki ye-28 ka-Agasti) yayiziitoni ezingama-391498 (malunga neetoni ezingama-391500), ukwehla kweetoni ezili-12299 ngeveki. Ubuninzi bezinto ezisetyenzisiweyo zenze ukuba amashishini okucubungula anikele ingqalelo ngakumbi ekuvalekeni kwamaxabiso kunye nokuhlelwa kweshedyuli yemveliso.

Lilonke, i-ADC12 igcine ixabiso elizinzileyo le-24000 yuan/ton kwaye i-A356.2 inyuke yaya kwi-24400 yuan/ton, nto leyo ebonisa indlela yokukhanya kunye nokuhlaziywa kwakhona kwendlela yokucubungula. I-24110 yuan yeShanghai Aluminium 2610 kunye nokulingana kwe-A00 aluminium zibonelela ngexabiso elizinzileyo lomgangatho osezantsi.

Ukuhlolwa kwakhona kwendlela yokucubungula i-aluminium ayisiyonto ingaqhelekanga, inxulumene kakhulu noluhlu oluphantsi lwe-aluminium yokuqala kunye nesakhiwo se-24110 yuan ngemitha yesikwere seShanghai Aluminium 2610. Xa unikezelo oluphezulu luncinci kwaye imfuno esezantsi itshintshela kwinqanaba eliphezulu, ukuqina kwenzuzo yeekhonkco zokucubungula eziphakathi kuyavulwa kwakhona.

Kumashishini okucubungula, ukwandiswa kwamaxabiso aphezulu kwiimveliso eziphezulu lithuba kunye novavanyo. Nokuba bangaziguqula na ii-odolo ezilula zibe yinzuzo kuxhomekeke kwiinkqubo zabo kunye nokukwazi kwabo ukuvalela amaxabiso. Kwixesha elizayo, kufuneka sigxile kwisantya sokuphunyezwa kwemigaqo-nkqubo elula kwiimoto ezintsha zamandla kunye nezithuthi zorhwebo, kunye nokuba ixabiso eliphezulu leemveliso eziphezulu ezifana ne-A356.2 liya kuqhubeka likhula ngokufunwa okukhulu ibali le-aluminium libhalwa ukusuka kwi-aluminium yokuqala ukuya ekupheleni kokucubungula.