Ngomhlaka-23 Mashi 2026, imakethe ye-aluminium yasekhaya yabhekana nokuwa okukhulu, futhi amathemba endabuko okusetshenziswa kwesizini ephezulu “yegolide, isiliva, kanye nesine” aphela ngokuphelele. Imakethe yavivinywa kakhulu “ngesizini ephezulu ebuthakathaka”, futhi amanani entengo ye-spot kanye ne-futures ancipha ngasikhathi sinye, okwaholela ekupholeni okukhulu kwemizwa yokukhula.

Amanani esikhathi esizayo kanye namanani aqondile awile ndawonye, ​​​​amanani abalulekile ehla ngokulandelana

Ngalolo suku, inkontileka eyinhloko yeShanghai Aluminium yehle kakhulu ngesikhathi sokuhweba, kanye nangaphambi kokuba ifinyelele ngaphansi kwenani eliphelele lama-yuan angu-23300/ton, kanye nokwehla kwansuku zonke okungaphezu kuka-1.4%, okugqamisa iphethini ebuthakathaka yemakethe. Ngesikhathi esifanayo, intengo evamile ye-ingots ze-aluminium zasekhaya yehle ngesikhathi esifanayo, yehla ngaphansi kwentengo eyinhloko yengqondo yama-yuan angu-24000/ton. Imakethe inombono oqinile wokulinda nokubona, futhi isimo sokuhweba sihlala silula.

Isitokwe esikhulu sihlanganiswe nesidingo esibuthakathaka, ukuphikisana kokunikezwa kanye nesidingo kuba yisithiyo esiyinhloko

Imbangela eyinhloko yobuthakathaka bamanje bemakethe ye-aluminium ilele ekungalinganini okukhulu phakathi kokunikezwa kanye nesidingo. Inani lezinto ezisetshenziswayo ze-aluminium zasekhaya selikhuphuke lafika kumathani ayizigidi ezingu-1.339, libeka inani eliphakeme elisha cishe eminyakeni emihlanu, futhi inani elikhulu lezinto ezisetshenziswayo liyaqhubeka nokucindezela isikhala esiphezulu samanani. Kodwa-ke, uhlangothi lwabathengi oluphansi luyaqhubeka nokusebenza kancane, kanti ukukhishwa kwesidingo sesikhathi esivamile sesikhathi esiphezulu akubi ngaphezu kwalokho obekulindelwe. Umehluko omkhulu phakathi kwenani eliphezulu lezinto ezisetshenziswayo kanye nesidingo esibuthakathaka ube yisici esiyinhloko esidonsela phansi amanani e-aluminium.

Izingcindezi eziningi ezinkulu, ukuqiniswa kwedola laseMelika kucindezela umkhakha ongeyona i-ferrous

Imvelo enkulu nayo inomthelela omubi ku-imakethe ye-aluminium. Ukwanda kwamuva kokungezwani phakathi kwe-United States ne-Iran kuye kwakhuphula amanani kawoyela ongahluziwe emhlabeni wonke kanye nokukhathazeka okukhulu ngokukhuphuka kwamanani emakethe; Ngenxa yalokho, ukulindela kokunciphisa amazinga enzalo e-Federal Reserve kuye kwahlehliswa kuze kube sekupheleni kwekota yesithathu noma ngisho nekota yesine. Ukuqina kwenkomba yedola laseMelika kuyaqhubeka nokucindezela izinhlobo zensimbi ezingenayo insimbi ezibiza ngamadola aseMelika, futhi imakethe ye-aluminium ayikwazi ukuphunyuka ekudonsweni yilo lonke imboni.

Ukwehlukaniswa okuyisisekelo kwangaphakathi nangaphandle, ingcindezi yasekhaya, ukunciphisa umkhiqizo waphesheya kanye nokususa isitokwe

Izisekelo zemakethe ye-aluminium yomhlaba wonke zibonisa iphethini ebalulekile yokwehluka kwangaphakathi nangaphandle. Ngaphesheya kwezilwandle, ingxabano yaseMpumalanga Ephakathi iyaqhubeka nokukhula, lapho izinkampani eziningi ze-aluminium zaphesheya kwezilwandle ezifana neQatar Aluminium kanye neBahrain Aluminium zibhekene nokuncipha okukhulu kokukhiqiza, kanye nokwehla okuhlanganisiwe kwamathani angaphezu kwesigidi. Izitokwe ze-aluminium ze-LME ziyaqhubeka nokuncipha kufika kumathani angu-433000, okubonisa ukuthambekela okukhulu kokuqina kokuhlinzekwa kwamanye amazwe.

Ngakolunye uhlangothi, eShayina, ingcindezi yokufakwa kwezinto eziningi ayixazululwanga, futhi amabhizinisi okucubungula angaphansi komfula acindezelwe kakhulu ukuguquguquka kwamanani e-aluminium, okuholele ekuncishisweni okukhulu kwenzuzo kanye nokuzimisela okuphansi okuqhubekayo kokuthenga. Izinga lokwamukelwa kwama-oda avela emabhizinisini okuvuselela imfucuza lehle laya ezingeni lokubanda, okugcina ijubane lokuthengwa okubalulekile. Imakethe ye-aluminium elahliwe ithintwa yinqubomgomo "yokubuyisela emuva ama-invoyisi", futhi ukunikezwa kwezimpahla ezijikelezayo kuyaqhubeka nokuba nzima. Uhla olujwayelekile lwe-aluminium eluhlaza ephukile (intengo yamanzi) lushintsha kancane cishe phakathi kuka-20200-20800 yuan/ton (ngaphandle kwentela), futhi akukho sibonakaliso esicacile sokululama okwamanje.

Ukushintsha indlela yokuhweba, okulindelwe ukwehla komnotho kuthatha indawo yamaphrimiyamu ezepolitiki

Njengamanje, ukugxila kwezohwebo kwemakethe ye-aluminium kuye kwashintsha kakhulu, kusukela ekuqageleni nje ngamaphrimiyamu engozi ye-geopolitical kuya ekuhwebeni kancane kancane okulindelwe kokwehla komnotho womhlaba. Amanani aphezulu kawoyela, ngenkathi ekhulisa ukucindezeleka kokwehla kwamandla emali, nawo aphakamise ukukhathazeka emakethe mayelana nokwehla kokukhula komnotho womhlaba. Isifiso sokuthola ingozi yezimali sesipholile kakhulu, futhi imakethe ye-aluminium izoqhubeka nokubhekana nokuhlolwa kwengcindezi okuningi esikhathini esifushane.