Emva kwemini ngomhla wama-26 kuMeyi, njengoko imakethi yesabelo se-A yayitshintsha kwaye ihlengahlengiswa, icandelo leshishini le-aluminium laphakama ngamandla ngequbuliso, lisenza "umkhosi ochaseneyo". Phakathi kwabo, inkokheli yeshishini i-Aluminium Corporation yaseTshayina (601600), enexabiso lemarike eliphantse libe yi-200 yeebhiliyoni zeerandi, yavalwa ngomda wemihla ngemihla, kunye nee-odolo ezingaphezu kwama-500000 ezivaliweyo ngaxesha nye. Ekugqibeleni, ii-odolo ezingama-260000 zazisavaliwe, kwaye umdla wokuqokelela imali wawuphezulu.

Izitokhwe ngazinye kwicandelo zinyuke ngaxeshanye, zinyuka ngokukhawuleza. I-Nanshan Aluminium kunye ne-Hongqiao Holdings zibone ukunyuka okungaphezulu kwe-8%. I-Yunlv Group kunye ne-Tianshan Aluminium Industry zinyuke ngaphezulu kwe-7%. Izabelo ze-Zhongfu Industrial kunye ne-Shenhuo nazo zinyuke ngaphezulu kwe-6%. Imarike yesitokhwe yaseHong Kong nayo yomelele ngaxeshanye, i-Nanshan Aluminium International inyuke phantse nge-15% kwaye i-China Aluminium Industry inyuke malunga ne-9%. Icandelo le-aluminium laba ngumgca ophambili otsala amehlo kwimarike ngaloo mini.

Ukuqhambuka kwezabelo ze-aluminium ngeli xesha kubangelwe ziindaba ezishushu zokuba iGuinea iceba ukuphumeza ulawulo lokuthunyelwa kwe-bauxite ngoJuni. Njengomvelisi omkhulu we-bauxite kwihlabathi, iGuinea ibonelela nge-bauxite engaphezulu kwesithathu se-bauxite yehlabathi kwaye ngumthombo ophambili wokungeniswa kwe-bauxite eTshayina (eyi-74% yezinto ezithunyelwa eTshayina). Ngokutsho koMphathiswa weMigodi waseGuinea, lo mthetho ujolise ekuguquleni ipateni yexabiso eliphantsi le-bauxite ngokulawula umthamo wokuthunyelwa kwamanye amazwe. Imarike ilindele ukuba umthamo wayo wokuthunyelwa kwamanye amazwe wonyaka unciphe ukusuka kwi-183 yezigidi zeetoni ngo-2025 ukuya kwi-150 yezigidi zeetoni, ukwehla kwe-18%, okubangela ngokuthe ngqo ulindelo lokuqina kokunikezelwa kwe-bauxite kwihlabathi liphela. Kwakuba nje iindaba ziphumile, ixabiso le-alumina futures kwiShanghai Futures Exchange landa ngaphezulu kwe-5% phakathi nosuku, kwaye ulindelo lokunyuka kwamaxabiso kuluhlu lweshishini lwakhula ngokukhawuleza.

Kubalulekile ukuqaphela ukuba xa kukho impendulo ebukhali kwimarike, iinkampani ezininzi ze-aluminium ziphendule ngokukhawuleza zaza zayithoba impembelelo yesi siganeko. I-Nanshan Aluminium Industry ithe izimbiwa ezingeniswe yinkampani zivela e-Australia, zinomlinganiselo ophantsi kakhulu wezimbiwa ezivela eGuinea, kwaye impembelelo yalo mgaqo-nkqubo incinci. I-Yunlv Corporation ithe i-bauxite ithengwa kakhulu ngaphakathi, ixhomekeke kancinci kwimithombo yangaphandle; I-Aluminium Corporation yaseTshayina iphendule yathi izinga lenkampani lokuzimela nge-bauxite yi-70%, kwaye imveliso kunye nokusebenza kwindawo yemigodi yaseGuinea kuqhelekile, kunye nothungelwano lokubonelela oluzinzileyo.

Impendulo ezolileyo yamashishini abonakalayo yahluke kakhulu kwindlela esabela ngayo kwimarike yemali. Ngokwenyani, olu qikelelo lwemali alusekelwanga kwinyani yangoku, kodwa kumdlalo wemida yexesha elizayo yokunikezelwa kwempahla kunye nolindelo lwamaxabiso. Ukuba ulawulo lokuthumela ngaphandle lwaseGuinea luyaphunyezwa, luya kuyila ngokutsha ngokuthe ngqo indlela yokubonelela nge-bauxite yehlabathi, lunyuse amaxabiso ezimbiwa kunye neendleko ze-alumina, luze emva koko ludluliselwe kwi-aluminium ye-electrolytic. Iinkampani ze-aluminium ezinamazinga aphezulu okuzixhasa kunye neendlela ezizinzileyo zemithombo ziya kuxhamla kakhulu, nto leyo eba yingqiqo ephambili yoyilo lwemali.

Kwixesha elifutshane, iinkcukacha zokuphunyezwa komgaqo-nkqubo waseGuinea, uluhlu lwezinto ezisetyenzisiweyo zeshishini le-aluminium lasekhaya, kunye nesantya sokuthunyelwa kwempahla emva koko ziya kuba ziinguqu ezibalulekileyo ezichaphazela indlela elihamba ngayo eli candelo. Indlela enamandla yemarike yecandelo leshishini le-aluminium ngokuyintloko kukuhlolwa kwakhona kwexabiso okuqhutywa kukulindela ukunqongophala kwezixhobo, kwaye kufuneka siqaphele umngcipheko wokuguquguquka obangelwa kukuzalisekiswa okulindelweyo kwezinto ezilindelweyo.

Emva kwemini ngomhla wama-26 kuMeyi, njengoko imakethi yesabelo se-A yayitshintsha kwaye ihlengahlengiswa, icandelo leshishini le-aluminium laphakama ngamandla ngequbuliso, lisenza "umkhosi ochaseneyo". Phakathi kwabo, inkokheli yeshishini i-Aluminium Corporation yaseTshayina (601600), enexabiso lemarike eliphantse libe yi-200 yeebhiliyoni zeerandi, yavalwa ngomda wemihla ngemihla, kunye nee-odolo ezingaphezu kwama-500000 ezivaliweyo ngaxesha nye. Ekugqibeleni, ii-odolo ezingama-260000 zazisavaliwe, kwaye umdla wokuqokelela imali wawuphezulu.

Izitokhwe ngazinye kwicandelo zinyuke ngaxeshanye, zinyuka ngokukhawuleza. I-Nanshan Aluminium kunye ne-Hongqiao Holdings zibone ukunyuka okungaphezulu kwe-8%; i-Yunlv Group kunye ne-Tianshan Aluminium Industry zinyuke ngaphezulu kwe-7%. Izabelo ze-Zhongfu Industrial kunye ne-Shenhuo nazo zinyuke ngaphezulu kwe-6%. Imarike yesitokhwe yaseHong Kong nayo yomelele ngaxeshanye, i-Nanshan Aluminium International inyuke phantse nge-15% kwaye i-China Aluminium Industry inyuke malunga ne-9%. Icandelo le-aluminium laba yeyona nto iphambili enomtsalane kwimarike ngaloo mini.

Ukuqhambuka kwezabelo ze-aluminium ngeli xesha kubangelwe ziindaba ezishushu zokuba iGuinea iceba ukuphumeza ulawulo lokuthunyelwa kwe-bauxite ngoJuni. Njengomvelisi omkhulu we-bauxite kwihlabathi, iGuinea ibonelela nge-bauxite engaphezulu kwesithathu se-bauxite yehlabathi kwaye ngumthombo ophambili wokungeniswa kwe-bauxite eTshayina (eyi-74% yezinto ezithunyelwa eTshayina). Ngokutsho koMphathiswa weMigodi waseGuinea, lo mthetho ujolise ekuguquleni ipateni yexabiso eliphantsi le-bauxite ngokulawula umthamo wokuthunyelwa kwamanye amazwe. Imarike ilindele ukuba umthamo wayo wokuthunyelwa kwamanye amazwe wonyaka unciphe ukusuka kwi-183 yezigidi zeetoni ngo-2025 ukuya kwi-150 yezigidi zeetoni, ukwehla kwe-18%, okubangela ngokuthe ngqo ulindelo lokuqina kokunikezelwa kwe-bauxite kwihlabathi liphela. Kwakuba nje iindaba ziphumile, ixabiso le-alumina futures kwiShanghai Futures Exchange landa ngaphezulu kwe-5% phakathi nosuku, kwaye ulindelo lokunyuka kwamaxabiso kuluhlu lweshishini lwakhula ngokukhawuleza.

Kubalulekile ukuqaphela ukuba xa kukho impendulo ebukhali kwimarike, iinkampani ezininzi ze-aluminium ziphendule ngokukhawuleza zaza zayithoba impembelelo yesi siganeko. I-Nanshan Aluminium Industry ithe izimbiwa ezingeniswe yinkampani zivela e-Australia, zinomlinganiselo ophantsi kakhulu wezimbiwa ezivela eGuinea, kwaye impembelelo yalo mgaqo-nkqubo incinci. I-Yunlv Corporation ithe i-bauxite ithengwa kakhulu ngaphakathi, ixhomekeke kancinci kwimithombo yangaphandle. I-Aluminium Corporation yaseTshayina iphendule yathi izinga lenkampani lokuzimela nge-bauxite yi-70%, kwaye imveliso kunye nokusebenza kwindawo yemigodi yaseGuinea kuqhelekile, kunye nothungelwano lokubonelela oluzinzileyo.

Impendulo ezolileyo yamashishini abonakalayo yahluke kakhulu kwindlela esabela ngayo kwimarike yemali. Ngokwenyani, olu qikelelo lwemali alusekelwanga kwinyani yangoku, kodwa kumdlalo wemida yemfuno yobonelelo lwexesha elizayo kunye nolindelo lwamaxabiso. Ukuba ulawulo lokuthumela ngaphandle lwaseGuinea luyaphunyezwa, luya kuyila ngokutsha ngokuthe ngqo indlela yokubonelela nge-bauxite yehlabathi, lunyuse amaxabiso ezimbiwa kunye neendleko ze-alumina, luze emva koko ludluliselwe kwisiphelo se-aluminium ye-electrolytic.Iinkampani ze-aluminiumkunye namazinga aphezulu okuzixhasa kunye neendlela ezizinzileyo zezixhobo ziya kuzuza kakhulu, nto leyo eba yingqiqo ephambili yoyilo lwemali.

Kwixesha elifutshane, iinkcukacha zokuphunyezwa komgaqo-nkqubo waseGuinea, uluhlu lwezinto ezisetyenzisiweyo zeshishini le-aluminium lasekhaya, kunye nesantya sokuthunyelwa kwempahla emva koko ziya kuba ziinguqu ezibalulekileyo ezichaphazela indlela elihamba ngayo eli candelo. Indlela enamandla yemarike yecandelo leshishini le-aluminium ngokuyintloko kukuhlolwa kwakhona kwexabiso okuqhutywa kukulindela ukunqongophala kwezixhobo, kwaye kufuneka siqaphele umngcipheko wokuguquguquka obangelwa kukuzalisekiswa okulindelweyo kwezinto ezilindelweyo.