Uma intengo ye-aluminium ye-electrolytic ilungiswa kancane ngaphakathi kobubanzi, ukuqina kwentengo yangempela kuyashintsha kancane kuye ekugcineni kokucubungula. Kusukela emini ngoSepthemba 1, intengo yakamuva yenkontileka ye-Shanghai Aluminium 2610 ingu-24110 yuan/ton, ukwanda kwama-yuan ayi-150 kusukela entengo yokukhokha izolo engu-23960 yuan (isibuyekezo 31/8/2026). Intengo emaphakathi ye-aluminium ye-A00 emakethe ye-spot yoMfula i-Yangtze ingu-24110 yuan/ton, ukwanda kwama-yuan ayi-140, cishe kufana ne-futures; Amanani e-ingots ze-aluminium alloy ezingezansi asevele emenyezelwe ukuthi intengo emaphakathi ye-aluminium alloy ADC12 ingu-24000 yuan/ton, ikhuphuke ngama-yuan ayi-100, kanti intengo emaphakathi ye-ingot ye-aluminium alloy A356.2 ingu-24400 yuan/ton, ikhuphuke ngama-yuan ayi-100. Okwamanje lapho ukukhanyisa kushintshela emqondweni kuya ekuhambisaneni okuphoqelekile, ukuhlolwa kabusha kwenani lethrekhi yokucubungula i-aluminium sekuqalile buthule.

Ukufuduka kwesakhiwo sesidingo kuyisizinda salokhu kuhlolwa kabusha. Isidingo samaphrofayili okwakha endabuko kanye nama-foil okupakisha sesingene esikhathini esibucayi, futhi isikhala esikhulayo siya ezimotweni ezintsha zamandla, isitoreji samandla, kanye nokukhiqizwa kwemishini ephezulu. Emkhakheni wezimoto zezentengiselwano, indinganiso kazwelonke eyimpoqo i-GB1589-2026 ichaze ngokucacile indlela yokuhlanganiswa okulula, okuholele ekwandeni kwenani le-aluminium elisetshenziselwa umzimba kanye nomzimba.

Ukusebenza kahle kwezindlekoama-alloy e-aluminiumphakathi kokunciphisa isisindo kanye nobubanzi sekuphinde kwabalwa. Isibonakaliso sentengo esivela ekugcineni kokucubungula sivele: I-ADC12, njengophawu oluyinhloko lwe-die-casting, inesilinganiso esingu-24000 yuan/ton, esilingana ngokuyisisekelo ne-A00 aluminium's 24110 yuan/ton, ekhombisa ukwesekwa kwezindleko eziqinile zezinto ezilahliwe ze-aluminium kanye ne-alloy; I-A356.2, njengehabhu ephezulu kanye nezinto zokwakha, inentengo engu-24400 yuan/ton, okuyi-400 yuan/ton ephakeme kune-ADC12.

I-premium ivela ezidingweni eziphakeme zokuhlanzeka nokusebenza kahle kwemishini, kanti isithiyo sokuqinisekiswa komkhiqizo wekhwalithi ephezulu sikhulisa ngasikhathi sinye inani lokucubungula elengeziwe. Kusukela embonweni wokugcina, inani le-aluminium elisetshenziswa ezimotweni zamandla amasha likhuphuke kakhulu uma kuqhathaniswa nezimoto zikaphethiloli, kanti amagobolondo ebhethri kanye nezingxenye zomzimba zifaka isandla ekwandeni okukhulu. Ukugcinwa kwamandla kanye nohlaka lwe-photovoltaic kuyaqhubeka nokumunca izinto ze-aluminium, kanti izinguquko ezincane ekuthunyelweni kwamanye amazwe kanye nama-oda okukhiqiza wekhwalithi ephezulu ziba yizinto ezibalulekile ekucutshungulweni kwenzuzo.

Ngokombono wokuxhumanisa iketanga lezimboni, iphethini yentengo engaguquki engu-24110 yuan yeShanghai Aluminium 2610 kanye no-24110 yuan ye-A00 aluminium isho ukuthi inzuzo yengxenye yokuncibilikisa ayizange incishiswe, ukuhlinzekwa kwezinto zokusetshenziswa kuningi, futhi amabhizinisi okucubungula angenza ama-oda ngezindleko ezizinzile. Intengo yokugcina yeLondon Futures yeLunwai Aluminium (London Futures) yayingu-$3242/ton, ukwenyuka okungu-$18 kusukela ekuvalweni izolo okungu-$3224, okuqinisa ngokungaqondile izindleko zokucubungula zasekhaya ngamanani ezinto ezilahliwe ezingenisiwe kanye nezinto ze-alloy. Isitokwe esiphansi siphinde sibe yisekelo elingabonakali.

Isitoko se-aluminium esikhathini esidlule (ngesonto lika-Agasti 28) sasingamathani angu-391498 (cishe amathani angu-391500), ukwehla kwamathani angu-12299 ngesonto. Ukunikezwa okuncane kwezinto zokusetshenziswa kwenze amabhizinisi okucubungula anaka kakhulu ukukhiya amanani kanye nesivinini sokuhlela ukukhiqizwa.

Sekukonke, i-ADC12 igcine intengo eqinile engu-24000 yuan/ton kanti i-A356.2 ikhuphuke yaya ku-24400 yuan/ton, okuyi-footnote ehambisanayo nesitayela sokukhanya kanye nokuhlolwa kabusha kwendlela yokucubungula. I-24110 yuan ye-Shanghai Aluminium 2610 kanye nokulingana kwe-A00 aluminium kunikeza isisekelo sezindleko ezizinzile zezansi.

Ukuhlolwa kabusha kwendlela yokucubungula i-aluminium akuyona into engavamile, kuhlobene kakhulu nenani eliphansi le-aluminium eyinhloko kanye nesakhiwo sama-yuan angu-24110 ngemitha yesikwele se-Shanghai Aluminium 2610. Lapho ukunikezwa okuphezulu kuncane futhi isidingo esingezansi sishintshela ekugcineni okuphezulu, ukuqina kwenzuzo kwezixhumanisi zokucubungula eziphakathi kuyavulwa kabusha.

Kumabhizinisi okucubungula, ukwanda kwamanani aphezulu emikhiqizo ephezulu kuyithuba kanye nokuhlolwa. Ukuthi bangakwazi yini ukuguqula ama-oda alula abe yinzuzo kuncike ezinqubweni zabo kanye namakhono okuvala intengo. Esikhathini esizayo, sidinga ukugxila esivinini sokuqaliswa kwezinqubomgomo ezilula zezimoto ezintsha zamandla kanye nezimoto zezentengiselwano, kanye nokuthi i-premium yemikhiqizo ephezulu njenge-A356.2 izoqhubeka nokukhula njengoba kukhula isidingo indaba ye-aluminium ibhalwa kusukela ku-aluminium yokuqala uqobo kuze kube sekupheleni kokucubungula.