NgoMeyi 15, 2025, ingxelo yakutshanje yeJPMorgan yaxela kwangaphambili ukuba ixabiso eliphakathi kwe-aluminium kwisiqingatha sesibini se-2025 liya kuba yi-$ 2325 ngetoni nganye. Uqikelelo lwexabiso le-aluminiyam lusezantsi kakhulu kunesigwebo esinethemba "sokunqongophala okuqhutywa yi-2850" ekuqaleni kukaMatshi, okubonisa ibhalansi yokwahlukana kwemarike yexesha elifutshane ngamaziko.

Inkqubela phambili engalindelekanga yesivumelwano sorhwebo sase-China sase-US yenze lula ulindelo olungenathemba kwimfuno ye-aluminiyam. Ukuthengwa kwempahla yaseTshayina kwangethuba: Emva kokukhululwa kwemiqobo yerhafu, abathengi baseTshayina bayakhawulezisa ukugcinwa kwezixhobo ezixabisa amaxabiso aphantsi, benyusa amaxabiso kwixesha elifutshane.

1. Izinto zokuqhuba ixesha elifutshane kunye nokuchasana kweemarike

Uluhlu lwezinto eziphantsi kunye nemfuno yokuqina

I-inventory entsha ye-inventory ephantsi: I-inventory ye-aluminium ecacileyo yehlabathi inokugubungela kuphela malunga neentsuku ze-15 zokusetyenziswa, inqanaba eliphantsi kakhulu ukususela ngo-2016, ukuxhasa ukunyaniseka kwexabiso;

Ukutshintshwa kwemfuno yesakhiwo: Izinga lokukhula kwemfuno ye-aluminiyam kwiindawo ezivelayo ezifanaizithuthi zamandla amatshakunye nofakelo lwe-photovoltaic lufikelele kwi-6% -8%, ngokuyinxenye ukucima umngcipheko wokunciphisa imfuno yemoto yendabuko.

2. Isilumkiso soMngcipheko kunye neeNkuthazo zeXesha elide

Icala le-aluminiyam yemfuno 'idada elimnyama'

Ukutsala ishishini leemoto: Ukuba ukuthengiswa kweemoto zemveli zehla ngaphaya koko kulindelweyo (njengokudodobala kwezoqoqosho eYurophu naseMelika), amaxabiso e-aluminium angehla ngaphantsi kweedola ezingama-2000/toni.

Impembelelo yeendleko zamandla: Ukuguquguquka kumaxabiso egesi yendalo yaseYurophu kunokunyusa ixabiso lemveliso ye-aluminiyam ye-electrolytic, kwenze mandundu ukungalingani kwemfuno yobonelelo lwengingqi.

3. Iingcebiso zeSicwangciso seTyathanga loShishino

Isiphelo sokunyibilikisa: Tshixa iikontraka zeprimiyamu kwingingqi yaseAsia ukunqanda umngcipheko wokuncipha kokusasazeka kwe-arbitrage yePasifiki.

Isiphelo sokuqhubekeka:Amashishini eAluminiyambeka phambili ukuthenga kweempahla kwiindawo ezidityanisiweyo kwaye usebenzise iifestile zeprimiyamu ezisezantsi.

Icala lotyalo-mali: amaxabiso e-aluminiyam ayilumkele umngcipheko wokuqhekeza kwinqanaba lenkxaso ye-2300 yeedola.