Na August 17, Meng Wei, ọnụ na-ekwuchitere National Development na Reform Commission, webatara ike oriri ike na ọkara mbụ nke afọ a: Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, na Jiangsu bụ 9 ógbè (mpaghara) na ọkara mbụ nke afọ a. Ike oriri ike ebelataghị kwa afọ mana ọ na-abawanye. Mbelata nke ike oriri ike na mpaghara 10 emezughị ọganihu a chọrọ, na ọnọdụ nchekwa ike mba dị oke njọ. Akwụkwọ ahụ chọrọ ka mpaghara 9 (mpaghara) nke ike ike ya adịghị ebelata ma na-abawanye, na obodo na mpaghara ndị ike ike ha adịghị ebelata ma na-abawanye, afọ a kwụsịtụrụ nyocha nchekwa ike nke ọrụ "abụọ elu" ndị ọzọ karịa nnukwu ọrụ ndị steeti zubere. Ma gbaa ndị obodo niile ume ka ha mee ihe dị mma iji hụ na emechachara ebumnuche njikwa ike oriri kwa afọ, ọkachasị ebumnuche ebumnuche nke ibelata ike oriri ike.
Na-ekpe ikpe site na mpaghara 9 (Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, na Jiangsu) ebe ike ike adịghị ada ma bilie na ọkara mbụ nke afọ, ọtụtụ n'ime ha bụ ndị na-emepụta aluminum, zinc, na tin. Mpaghara. Na 2020, mmepụta nke aluminom nke mbụ na mpaghara 9 a ga-aza 40% nke mba ahụ, mmepụta zinc ingot ga-aza 46.1% nke mba ahụ, na mmepụta nke tin ingot ga-aza 59% nke mba ahụ.
N'ọnwa Mee na Julaị, Yunnan, Guangdong na Guangxi emeela mbelata ọkụ eletrik na mgbochi mmepụta ihe ugboro abụọ, nke butere nnukwu nsogbu na mmepụta nke ụdị atọ a. Site n'echiche nke ugbu a, mpaghara ịdọ aka ná ntị ọkwa nke mbụ gụnyere Yunnan na Guangxi, ebe ọkụ eletrik na mmepụta na-ebelata nke ọma n'oge a, ma kpuchie isi ihe mmepụta ihe nke aluminum electrolytic na zinc a nụchara anụcha dị ka Xinjiang na Shaanxi. Ya mere, a naghị ewepụ na a ga-agbasawanye ụdị ndị na-abụghị nke ferrous na Xinjiang, Shaanxi, Guangdong na ebe ndị ọzọ. N'ọdịnihu, ọ dị mkpa ịṅa ntị nke ọma na amụma nke mbelata ọkụ eletrik na mmepụta. Ọ bụrụ na njikwa oriri ike na-abawanye n'ọdịniihu, ọ nwere ike inwe mmetụta na-adịghị mma na ọkọnọ na-esighi ike.
Na mgbakwunye, Guangdong na Jiangsu bụ mpaghara oriri dị mkpa. Ya mere, ọ bụrụ na amachibidoro ike na mmepụta na mpaghara abụọ a n'oge ikpeazụ, a ga-amachibidokwa oriri na mpaghara ndị na-abụghị ígwè.
N'ozuzu, n'okpuru nchịkwa nke oriri ike, ihe mgbochi ndị na-enye aka na ngwaahịa ndị na-adịghị ferrous (aluminom, zinc, tin) ga-abụ na ọ ga-abụ karịa mmetụta na oriri. N'otu oge ahụ, enwere ike dị elu na nnyonye anya na ntinye aka nke ngalaba na-abụghị nke ferrous ga-anọgide na-aga n'ihu ruo ogologo oge n'ọdịnihu.
Aluminium ahịa ọkọnọ na ele ihe anya
Na Mee 11, Yunnan mebere mmepụta nke aluminom electrolytic dị egwu na mpaghara, chọrọ mbelata 10% ibu; na Mee 18, mmụba nke mbelata ike chọrọ mbelata 40% nke ibu. Dị ka nke May 31, dị ka ọnọdụ nsochi, n'ezie ọnụ ọgụgụ nke mmepụta mbelata bụ karịa 20%, nke pụtara na ọnụ ọgụgụ nke mmepụta mbelata na ebe a bụ banyere 880,000 ton.
Kemgbe etiti Julaị, Yunnan amachibidoro ọkụ eletrik na mmepụta ọzọ. N'ime ha, ụlọ ọrụ aluminum chọrọ ka 25% belata. N'ime izu nke abụọ nke August, ụlọ ọrụ aluminom malitere ime mbelata 30% na mmepụta. N'ime izu mbụ nke August, Guangxi sonyeere mbelata ike, na ụlọ ọrụ aluminum na-ebelata ike site na 10%; na-achọ ka ụlọ ọrụ aluminum mejuputa njedebe mmepụta 30% tupu August 15. A na-eme atụmatụ mmetụta nke aluminum oge a na ọkwa 400,000 ruo 500,000 ton. N'otu oge ahụ, tọn 880,000 emechiri na Yunnan enweghị olileanya ịmaliteghachi mmepụta n'August.
Ya mere, mmepụta aluminom nke ụlọ anọgidewo na-adaba n'ime afọ. Dabere na echiche nhazi oge mmepụta ihe kacha nwee nchekwube, a na-atụ anya mmepụta aluminom nke China na 2021 ga-abụ nde tọn 39.1, nke dị elu karịa amụma na mbido afọ. Nsonaazụ dara site na tọn 900,000. N'August 17, mgbe ọkwa ọkwa nke mmechi nke abụọ nchịkwa nke ike oriri na ọkara mbụ nke afọ, nrụgide na mmepụta ihe mgbochi na Xinjiang abawanyela nke ukwuu, a na-atụkwa anya na mmepụta aluminum kwa afọ ga-ebelata.
N'otu oge ahụ, oriri ụlọ gbadara n'August wee malite iji nwayọọ nwayọọ na-aga n'oge oge kachasị elu. Oge ọdịnala kachasị elu site na Septemba ruo Nọvemba ga-eme ka oriri na-eri nri ka mma kwa ọnwa.
Onye edemede ahụ na-ebu amụma na ọbụna site na mkpofu ihe nchekwa na mbubata mbubata, mpempe akwụkwọ nguzozi nke aluminom na ọchịchọ ga-anọgide na-adị mma mgbe afọ a gasịrị, na ihe ndị na-ebufe na njedebe nke afọ nwere ike ịdị larịị na ọkwa nke 600,000-650,000 tons n'afọ gara aga.
N'ozuzu, ọnụahịa nke 20,000 yuan / ton egosipụtabeghị n'ụzọ zuru ezu ihe aluminom na-eweta n'ọdịnihu na ụkpụrụ ọchịchọ. Mkpịsị aka nke akụkụ ndị na-enye ihe, ngbanwe nke mpaghara ndị na-azụ ahịa na ịdị adị nke mmeju nke mba ofesi, karịsịa nnyonye anya nke akụkụ ahụ, na-ebuli akwụkwọ nkwụnye ego na-achọsi ike, n'ime oge ọkara, a na-atụ anya na a ga-emeghe oghere maka ọnụ ahịa aluminum.
Azụ ahịa Zinc na anya ihe achọrọ
Malite n'etiti ọnwa Mee, Yunnan malitere imejuputa atumatu mgbanwe ibu ike, na ọtụtụ ụlọ ọrụ na-agbaze zinc dị na mpaghara belatara ibu ike. Enwere ike kewaa ya n'ụzọ dị iche iche: Oge 1: Mee 10 na Mee 17 maka izu abụọ Ibu ọkụ eletrik dara site na 10%; nke abụọ ogbo: n'ime izu abụọ nke May 24th na June 1st, Mbelata nke ọkụ eletrik ngwa ngwa gbasaa 30%-50%, na ọbụna ụfọdụ ụlọ ọrụ kwụsịrị mmepụta; Nkeji nke atọ: June 7th Zhou Yunnan oke mmepụta nke smelter malitere itolata ntakịrị, na mmepụta ji nwayọọ nwayọọ maliteghachi n'etiti etiti-ọgwụgwụ June. Ihe nrụpụta zinc nke Yunnan na-agbaze site na Mee ruo June na-eche na ọ dị ihe dị ka tọn 30,000.
Malite na July 14th, Yunnan amachibidoro ọkụ eletrik na mmepụta ọzọ, na-achọ ka ụlọ ọrụ na-agbaze zinc belata ibu ha site na 5%-40% n'oge oriri ọkụ eletrik kacha elu; Mbelata ibu n'August bụ otu oge gbasaa ruo 5% -50%, na ike malitere na ọkara nke abụọ nke August. Ndozigharị obere. N'otu oge ahụ, mpaghara Guangxi sonyekwara na ikike inye ikike n'August, ụlọ ọrụ na-agbaze zinc na mpaghara belatara ibu ahụ ihe dịka 50%. Companieslọ ọrụ dị n'otu n'otu na Mongolia Inner mejuputakwara oke ike na-erughị 10% n'August. Mmetụta mbelata ọkụ eletrik na mmepụta zinc na July bụ ihe dị ka tọn 10,000, na ọ nwere ike gafere tọn 20,000 n'August.
Na mgbakwunye, na Ọgọst 16, nnukwu ihe mberede nchekwa mere na ụlọ ọrụ na-agbaze ndu-zinc na Mongolia Inner. Akwụsịla mmepụta ihe na-agbaze ụzọ ya, na mmepụta zinc ya na-agbaze na-echekwa ejighị n'aka doro anya na etiti oge.
Ya mere, mmụba nke mmepụta zinc n'ụlọ na July dị nnọọ obere karịa ka a tụrụ anya ya, na mmepụta ọnwa kwa ọnwa na August ga-ada ọzọ. N'ime afọ a, a ga-ebelata ọnụego mmụba nke mmepụta zinc ụlọ.
N'oge a, ngwaahịa ingot zinc nke ụlọ na-agbanwe agbanwe na ọkwa dị ala nke tọn 110,000-120,000, ebe ebe ụlọ na-egosi oke ego, ọkachasị na Guangdong. The adịchaghị bụ ihe doro anya; a na-atụ anya na ngwaahịa ingot zinc ga-aga n'ihu na 100,000 mgbe afọ a gasịrị - ọkwa nke 150,000 tọn.
Site na mgbakwunye bụ isi nke mkpofu mkpofu, nnweta zinc ingot na ọchịchọ nwere ike isite na nguzozi siri ike gaa n'obere mmụkọ ka emechara afọ a, mana ogo nke njuputa dị ntakịrị.
Na nchịkọta, a na-edobe oke mmepụta nke zinc smelting na mpaghara ndịda ọdịda anyanwụ, a ga-akụghasịkwa akụkụ na-esi ísì ụtọ ma ọ bụ mee ka ọ dị mma mgbe afọ a gasịrị. N'otu oge ahụ, oriri na mba ofesi nọgidere na-akawanye mma, obodo ahụ wee malite iji nwayọọ nwayọọ na-agafe n'oge oriri kacha elu. Mkpofu ebe nchekwa nwere ike ibuli ọkwa ngwaahịa ngwaahịa zinc na nkebi, mana ọnụego mmụba nwere ike ịdị oke. N'oge dị mkpirikpi, a na-atụ anya na ọnụ ahịa zinc ga-ebili na 23,000 -23.2 nde yuan / ton. N'ime oge ọkara, ọ nwere ike isiri ọnụ ahịa zinc ike ịpụ na ahịa na-agbanwe agbanwe.
Tin ahịa ọkọnọ na ele anya
Nkesa nke mmepụta tin dị ntakịrị, na-enwekwa nsogbu mgbe niile inyefe mba ndị na-emepụta ihe
Nkesa nke mmepụta tin a nụchara anụcha na ụwa na-etinye uche nke ukwuu. Na 2020, China, Indonesia na Malaysia ga-aza 75.2% nke mmepụta ụwa na Asia. Nkesa nke mmepụta tin a nụchara anụcha na China na-etinyekwa uche nke ukwuu. Mmepụta tin a nụchara anụcha na Guangxi na Yunnan ọnụ bụ 59% nke mba ahụ.
Kemgbe mmalite nke afọ a, ọnọdụ ọrịa na-efe efe na Indonesia, Malaysia, na Myanmar anọgidewo na-akawanye njọ, bụ́ nke ebelatala nkwụghachi nke mba ndị bụ́ isi na-emepụta tin na Ndịda Ebe Ọwụwa Anyanwụ Eshia. Nsonaazụ nke otu Malaysian Smelting Group na Tianma Company dara ada nke ukwuu. N'ime nkeji iri na ise nke mbụ, mmepụta tin a nụchara anụcha nke ụlọ ọrụ Tianma dara ihe fọrọ nke nta ka ọ bụrụ tọn 10,000 kwa afọ. , Roskill, onye isi nke Malaysian Smelting Group, na-atụ anya iji belata mmepụta site na 50-10,000 tọn afọ a.
Kemgbe mmalite nke afọ a, ntiwapụ na Myanmar emetụtaghị mmepụta nke ya, kamakwa ọ na-emetụta nkwụsị nke kọstọm nke ọdụ ụgbọ mmiri ndị China. N'ihi ntiwapụ ahụ na Myanmar, ọdụ ụgbọ mmiri Ruili nke Yunnan emeela ọtụtụ ule nucleic acid na mmechi kọstọm maka ndị ọrụ niile, nke emetụtala mbubata tin n'ụlọ ruo n'ókè ụfọdụ. N'otu oge ahụ, nyocha gburugburu ebe obibi n'April, mbelata ọkụ na Yunnan kemgbe etiti ọnwa Mee na mbelata ike Guangxi n'August emetụtala mmepụta tin a nụchara anụcha nke ọma.
Mbelata ọkụ eletrik kpatara mkpụkọ a na-atụghị anya ya nke ọkọnọ ụlọ
N'ọnwa Mee, n'ihi ụkọ ọkụ na Yunnan, emechiri ndị na-agbapụta tin niile ewezuga Yunxi. N'ọnwa ahụ, mmepụta tin ingot dị ihe fọrọ nke nta ka ọ bụrụ tọn 2,000 dị ala karịa ka a tụrụ anya na mmalite nke ọnwa. Na June 28, Yunxi nwetara mmezi ihe na-erughị ụbọchị 45. A na-akpaghasị mmepụta tin ingot nke China. N'ọnwa Julaị, ihe nrụpụta tin ingot dara site na tọn 2,800 site na ọnwa gara aga. N'etiti etiti na mbido August, Yunxi ji nwayọọ nwayọọ gbakee, ma Guangxi nwere nkụda mmụọ site na mbelata ike, nke a na-eme atụmatụ na ọ ga-emetụta mmepụta nke ihe dị ka tọn 1,000, nke ga-emetụta ọganihu nke mgbake a nụchara anụcha.
Kemgbe ọnwa Mee, na-erite uru site na mmụba siri ike nke oriri tin na mba ofesi, windo mbupụ agbam agbam ka na-emeghe, na mbupụ tin ingot nke China abawanyela nke ukwuu, na ịgbaze agbaze nke China emetụtawo ike nri na Yunnan na Guangxi. Akụrụngwa tin ka dị na ndekọ dị ala, ma ụlọ ahịa tin Shanghai na London gosipụtara ọnọdụ siri ike.
Ngwa ahịa tin pụtara ìhè na-agbada
Ka ọnwa Ọgọst 13, mkpokọta LME+SHFE tin inventory bụ tọn 3,57, mbelata nke tọn 3,708 site na njedebe nke afọ gara aga yana mbelata nke 5,236 site n'otu oge ahụ n'afọ gara aga. N'otu oge ahụ, ngwaahịa tin Shanghai dara ihe dị ka tọn 1,500, nke bụ ọkwa dị oke ala kemgbe edepụtara ya, ebe Lunxi nọgidere na ọkwa dị ala nke ihe dị ka tọn 2,000. N'ozuzu, ngwa ahịa tin na-achị egosila na-aga n'ihu na-agbada ala.
Ntụpọ Lun tin na Shanghai tin spot premium ka dị elu
N'ihi ngwa ahịa tin dị ala na Shanghai na London, Lunxi Cash-3M nọgidere na-enwe ndekọ dị elu kemgbe February, ebe ọnụ ahịa ntụpọ Shanghai na mbelata ebiliwo nke ukwuu kemgbe June. Ọnụ ego ntụpọ Shanghai dị ugbu a bụ yuan 5,000 / ton. Ọ dịkwa n'ọkwa dị elu na akụkọ ntolite. Nke a na-egosi na n'okpuru ndabere nke zuru oke ala inventories, ma Shanghai na London tin ntụpọ nọ na nke ukwuu ike steeti.
N'ozuzu, akụkụ ọkọnọ tin na-aga n'ihu na-enwe nsogbu, na oriri eritewo uru site na ọganihu dị elu na-aga n'ihu na semiconductor. Akụrụngwa LME+SHFE adaala ka ịdekọ ọnụ ala, na tin ingots na-aga n'ihu na-egosi ọnọdụ siri ike. N'ihi mmetụta nke ọrịa na-efe efe, mba ndị bụ isi na-emepụta tin na Ndịda Ebe Ọwụwa Anyanwụ Eshia akwụsịla mmepụta ihe, ike na nsogbu ndị ọzọ na-ewute mba ahụ, karịsịa na Yunnan na Guangxi, bụ ebe ndị bụ isi na-emepụta tin ingots. N'okwu a, Shanghai Tin na-atụ anya na ọ ga-akụ 250,000 yuan / ton n'ime ọnwa atọ na-abịa.
Disclaimer: Ozi dị n'ime akụkọ a bụ naanị maka ntụnye aka, ọ bụghị dịka ntụnye ime mkpebi ozugbo. Ọ bụrụ n'amaghị ama mebie ikike iwu gị, biko kpọtụrụ ma mesoo ya n'oge.
Oge nzipu: Ọgọst-23-2021