I-aluminium eluhlaza ibhala kabusha imithetho yamanani. Ngomhlaka-30 kuJulayi, intengo emaphakathi ye-aluminium eluhlaza kagesi egcwele eMfuleni iYangtze yabikwa ku-23820 yuan/ton, okwakuyi-yuan engu-195 ephakeme kunentengo emaphakathi ye-aluminium A00 ku-23625 yuan ngosuku olufanayo. Ngakolunye uhlangothi, i-premium ye-aluminium ephansi yekhabhoni iyaqhubeka nokukhula, kanti ngakolunye uhlangothi, umkhawulo wamandla okukhiqiza angamathani ayizigidi ezingu-45 usuvele uvale ukuhlinzekwa okwengeziwe kwe-aluminium eyinhloko.

Lapho ugesi wamanzi waseYunnan ungena enkathini enkulu yezikhukhula, ukunwebeka kokunikezwa kwe-aluminium eluhlaza kusanqunyelwe umugqa obomvu wamandla okukhiqiza, futhi ukuphikisana kuyandiswa kakhulu. Uqhekeko lohlangothi lokunikezwa luphinde lubekwe intengo yimakethe, okwenza ukuthi i-aluminium ivele kuphi endabeni ebucayi kakhulu ochungechungeni lwemboni. Enkathini yamanje yokulawulwa okubili kokusetshenziswa kwamandla kanye nemikhawulo yekhabhoni, indaba yokunikezwa kwe-aluminium eyinhloko ayisaseyona nje izibalo zokukhiqiza.

Ngokusho kombiko wesikhulumi se-CCMN ngoJulayi 30, intengo ejwayelekile ye-aluminium ye-A00 emakethe ye-spot River yaseYangtze yayingu-23630 yuan/ton, ukwanda kwama-yuan angu-230. Ngaphansi kobubanzi obuphelele boMfula iYangtze, intengo ejwayelekile ye-aluminium ye-A00 ingu-23625 yuan, i-ingot ye-aluminium yase-East China ingu-23630 yuan, kanti i-ingot ye-aluminium ye-Gongyi ingu-23490 yuan. Umehluko wentengo yesifunda uhlala uqinile. Intengo ejwayelekile ye-aluminium eluhlaza ingu-23820 yuan, okungaphezu kwama-yuan angu-195 kune-aluminium ye-A00, futhi ikhuphuke ngama-yuan angu-230 ngosuku olulodwa, kanti iprimiyamu ayincishiswanga. Intengo yakamuva yenkontileka ye-Shanghai Aluminium 2609 emini yayingu-23625 yuan/ton, ikhuphuke ngama-yuan angu-240, enezikhundla ezingu-252194 kanye nenani lokuhweba elingu-171224. Izimali ziyaqhubeka nokuqongelela kwinkontileka ye-Shanghai Aluminium 2609.

Umkhawulo wamandla okukhiqiza wamathani ayizigidi ezingu-45 e-aluminium kagesi usuvele uvale ukuphakelwa kwe-aluminium eyinhloko okuqhubekayo, futhi ukuvunyelwa kwamandla okukhiqiza amasha kuya ngokuya kuba nzima, kanti izinkomba zokuthobela imithetho zithambekele ezindaweni zamandla aluhlaza. Ngokuphikisana nemingcele yokusetshenziswa kwamandla ku-aluminium egesi eshisayo, i-aluminium eluhlaza evela ezindaweni ezicebile ngamandla kagesi njengeYunnan neSichuan cishe isibe yindawo kuphela yokuthumela ngaphandle ukuphakelwa kwe-aluminium eyinhloko okuqhubekayo.

I-aluminium eluhlaza ithembele entengo yamandla kagesi aseNingizimu-ntshonalanga kanye nezici ze-carbon ephansi ukuze ithole i-premium ezinzile, futhi i-qualification yayo ye-carbon ephansi ikhuliswa njalo ngaphansi kwendlela yomngcele we-carbon yaseYurophu kanye nezidingo ze-zero carbon supply chain zezinkampani zezimoto zasekhaya. Ukuguquguquka kwesizini ekukhiqizweni kwamandla kagesi angaphansi komhlaba eNingizimu-ntshonalanga yeShayina kunquma ngqo isigqi sokukhishwa kwe-aluminium eluhlaza nyanga zonke, futhi ukungaqiniseki ohlangothini lokunikezwa ngakho-ke kubekwa njengokuguquguquka kwesimo sezulu. Ngokombono wesifunda, umehluko wentengo phakathi kwe-ingots ze-aluminium eNingizimu yeShayina naseMpumalanga yeShayina uhlala uzinzile cishe ku-140 yuan, okubonisa imikhawulo yesakhiwo kwezokuthutha kanye nempahla.

Ngasohlangothini lwezinto zokusetshenziswa, intengo ephakathi kuka-55% kuya ku-60% ye-bauxite yebanga ihlala izinzile ku-545 yuan/ton, kuyilapho i-ore yebanga eliphezulu eNingizimu-ntshonalanga yeShayina intengo yayo i-465 yuan/ton. Akukho ukushoda kokutholakala kwe-ore. Intengo ephakathi nendawo ye-aluminium esaphulelo soMfula iYangtze ingu-5 yuan/ton, ukwehla kwama-5 yuan kusukela enanini langaphambilini. Ubukhulu obuphelele boMfula iYangtze bungu--5 yuan/ton, ngokuhweba okuphakathi nendawo. Amabha e-aluminium neminye imikhiqizo ecutshungulwayo eyinhloko iyaqina ngasikhathi sinye, ngeAmabha e-aluminium angu-6063ukwenyuka kwama-yuan angu-200 kusuka kuma-yuan angu-22400 eNingizimu yeShayina, okubonisa ukwehla kokudluliselwa kokucindezeleka kokunikezwa kwempahla ochungechungeni lwezimboni.

Kuyaphawuleka ukuthi umehluko wentengo phakathi kwe-aluminium eluhlaza kanye ne-aluminium evamile awuzange unciphe ngenxa yomthamo ophelele okhululekile, okubonisa ukuthi izici zekhabhoni ephansi sezibe yinto ezimele yamanani. Imikhawulo yokuhlinzekwa ibe yinto enzima kakhulu yokusekela amanani aphansi e-aluminium. Ukuthi i-premium ye-aluminium eluhlaza ingaqhubeka nokukhula kuncike ekutheni amandla kagesi asebenza ngamanzi angakanani kanye nokudluliswa kwezindleko zekhabhoni. Lapho uphahla lwamathani ayizigidi ezingu-45 luhlangana nokuphakama kokusetshenziswa kukagesi, kuzokwehla kuphi ukuguquguquka kwentengo okulandelayo? Impendulo isalenga ngesikhathi semvula eYunnan.

Futhi uma isizini eyomile iqhubeka, ukuqina kokunikezwa kuzocindezelwa kakhulu, futhi umqondo ophansi wamanani e-aluminium uzoba nzima kakhulu. Kusukela embonweni wesikhathi eside, ukuqina kokunikezwa kwe-aluminium ye-electrolytic kuvinjelwe yizinqubomgomo kanye nezinsizakusebenza, futhi noma yikuphi ukushaya kwesidingo kuzokhuliswa ukuqina kokunikezwa kube ukuqina kwentengo. Imakethe ikhokha iprimiyamu yokuhlinzekwa okungavamile kwekhabhoni ephansi kuneprimiyamu yenani eliphelele, okuwushintsho oluyisisekelo kumqondo wamanani e-aluminium.