Musi waAugust 17, MEG WEI, Mutauriri weNational Development uye Reform Commission, qinghai, Guangxi, Yunnan, Shaanxi, uye Jiangxi aive ma9 matunhu (matunhu gumi emakore gore rino. Simba rekushandisa simba rekusimbisa harina kuderedza gore-pa-gore asi rakawedzera. Muyero wekudzikisira wesimba rekushandisa simba mumatunhu gumi haana kuzadzisa zvinodiwa nezvokufambira mberi, uye mamiriro enyika simba ekuchengetedza zvakanyanya. Gwaro rinoda kuti matunhu e9 (matunhu) ane simba rekusimba risina kuderera, uye maguta anochengetedza simba. Uye kukurudzira nzvimbo dzese dzekutora matanho ekushandisa kuti uve nechokwadi chekupedzisa kwegore rese rekushandisa Dual kutonga, kunyanya chinangwa chekudzora simba rekushandisa simba.
Kutonga kubva kuma9 province (qinghai, Ningxia, Guangxi, Guangdiang, Yunnan, Shaanxi Dunhu. Muna 2020, kubudiswa kweiyo Aluminium Aluminium mune aya mapongwa emagetsi anozoverengera makumi mana muzana, iyo yakabuda yeZinc ingot icha account ye66,10,1, uye kubuda kweTIN ingot icha account ye 59% yenyika.
Muna May naChikunguru, Yunnan, Guangxi, uye Guangxi vakaita maviri ekutenderera kwemagetsi uye kurambidzwa kwekugadzira, izvo zvakakonzera nyonganiso yakakura kune iyo yakakura kune izvi zvitatu zvemhando. Kubva pane zvazvino maonero, nzvimbo dzekutanga dzekunyevera dzinosanganisira Yunnan neGuangxi, apo magetsi zvave zvichikosha kwazvo panguva yeElectrolytic aluminium uye yakanatswa zinc senge xinjiang naShaanxi. Naizvozvo, haina kutongwa kunze kwekuti vasiri-ferus mhando vanowedzera kuwedzerwa kuXinjiang, Shaanxi, Guangdong nedzimwe nzvimbo. Mune ramangwana, zvinodikanwa kuti uteerere zvakanyanya kurongeka kwekutapurirana kwemagetsi uye kugadzirwa. Kana simba rekushandisa simba richikurwazve mune ramangwana, rinogona kunge riine mukana wakashata pane iyo yatove isina kusimba.
Mukuwedzera, Guangdong uye Jiangsu matunhu akakosha ekushandisa. Naizvozvo, kana simba nekugadzirwa zvichidzorwa mumatunhu maviri aya munguva dzinotevera, kupindira mune isina-ferrow chikamu kuchadzikiswa.
Muzhinji, pasi pekutongwa kwesimba rekushandisa, iyo inopihwa-chikamu-chikamu chevasina kugadzirwa zvigadzirwa (aluminium, zinc, tin) ichave yakawanda kwazvo kupfuura zvinokanganisa. Panguva imwecheteyo, pane mukana wepamusoro wekupindira pane iyo yekupa chikamu chechikamu chisiri-ferrow chikamu chinoramba chichienda kunguva yakareba mune ramangwana.
Aluminium Musika Wemakende uye Kuda Kunze
Musi waMay 11, Yunnan akashandisa kugadzirwa kwakadzikama kweElectrolytic Aluminium mudunhu, inoda kuderedzwa kwegumi muzana pakuremerwa; Musi waMay 18, kuwedzera kwesimba kucheka kunodiwa 40% kuderedzwa kwemutoro. Kubva muna Chivabvu 31, maererano nemamiriro ekutevera, chiyero chairo chekudzikama kuderedzwa kwaive kupfuura 20%, zvinoreva kuti chiyero chekudzikiswa kwenzvimbo iyi inenge 880,000 matani.
Kubva pakati-Chikunguru, Yunnan yakadzoreredzwa magetsi uye kugadzirwa. Pakati pavo, maAluminium makambani anodikanwa 25% akacheka. Muvhiki yechipiri yaAugust, makambani aluminium makambani akatanga kuita 30% kuderedzwa mukugadzira. Muvhiki yekutanga yaAugust, Guangxi yakabatana neyakaitwa simba, neAluminium makambani anotema simba negumi muzana; Uye inoda makambani ealumini kuti aite makumi matatu muzana yekugadzira makumi matatu pamberi paAugust 15 Panguva imwecheteyo, ma 880,000 matani aakambosvina muYunnan haana tariro kuti atangezve kugadzirwa munaAugust.
Naizvozvo, iyo yeimba yekubuditsa areuminium yakaramba ichitsamira mugore rese. Maererano nekumwe tarisiro yekugadzira kuronga kukurukurirana, China yekutanga Aluminium kubuda muna 2021 inotarisirwa kuve iri mamirioni mazana matatu nemakumi matatu nemashanu, ayo akakwira kupfuura kufungidzira pakutanga kwegore. Zvakaburitsa matani mazana mapfumbamwe ezviuru. Musi wa18 Nyamavhuvhu, mushure mekuziviswa kwekupedzerwa kwekutongwa kwesimba kwesimba muhafu yekutanga muXinjiang kwave kuwedzera zvakanyanya, uye zvinotarisirwa kuti iyo inotevera yegore aluminium inozodzikiswa.
Panguva imwecheteyo, kushandiswa kwemudzimba kwakasvibiswa muna Nyamavhuvhu uye kwakatanga zvishoma nezvishoma kushandurwa kwemwaka wetsika. Mwaka wepamusoro wetsika kubva munaSeptember kusvika munaNovember zvichachityaira kunhuwa kuri nani mwedzi-mumwedzi.
Iye munyori anofungidzira kuti kunyangwe nekurohwa kwemari uye kuendesa mari yekuwedzera uye kudiwa kweAluminium.
Zvakawanda, mutengo we20,000 Yuan / ton haisati yaratidza ramangwana realuminium kupa uye kuda maitiro. Iko kushandurwa kweiyo nzvimbo yekupa, iyo yekugadziriswa kwemutengi uye kuvapo kwekusvirwa kwemakungwa kudzoreredzwa, simbisai yekupa uye kuyaradzira kwesimba, iyo nzvimbo yemitengo yeAluminium yekumusoro inotarisirwa kuwanda.
Zinc musika wekupa uye kudikanwa kunze
Kutanga muMay, Yunnan akatanga kuita kuti simba rekuisa simba, uye vazhinji veZinc vanonhuwirira mabhizinesi akaderedza simba remagetsi. Zvinogona kukakamurwa kuita matanho akati wandei: Chikamu 1: Chivabvu 10 na Chivabvu 17 kwemavhiki maviri magetsi akadonhedzwa ne10%; Chikamu chechipiri: Mavhiki maviri EzvaMay 24th uye June 1st, kuderedzwa kwemagetsi nekukurumidza kwakawedzera kusvika ku30%, uye kunyange mamwe mabhizinesi akamira kugadzirwa; Chikamu chechitatu: June 7th Zhou Yunnan Yunnan SmExpress muganho wakatanga kusunungura margimally, uye kugadzirwa zvishoma nezvishoma kunotangazve pakati-kusvika-kunonoka kwaJune. Iyo yakabuda yeYunnan's Zinc inonhuwirira kubva kuMay kusvika kuna June inofungidzirwa kuti inenge makumi matatu ematani matani.
Kutanga kubva muna Chikunguru 14th, Yunnan akamborambidzwa magetsi uye kugadzirwa, inoda makambani eZinc anonhuwirira kuti aderedze mutoro wavo ne5% -40% panguva yekufambisa magetsi; Kuderedzwa kwemutoro muna Nyamavhuvhu kwakambowedzerwa kusvika ku5% -50%, uye masimba akatanga muhafu yechipiri yaAugust. Diki gadziriso. Panguva imwecheteyo, nzvimbo yeGuangxi yakabatanawo neSimba Kuverengera muna Nyamavhuvhu, uye mabhizinesi emunharaunda ekunyepedzera akaderedza mutoro neanenge 50%. Makambani ega ega muMukati Mongolia akashandisawo muganho wemagetsi asingasviki 10% muna Nyamavhuvhu. Kukanganiswa kwemagetsi kudzikama paZinc chinonhuwira munaJuly zvinofungidzirwa kuve zviuru gumi zvematani matani, uye rinogona kupfuura makumi maviri ematani munaAugust.
Uye zvakare, pana Nyamavhuvhu 16, tsaona huru yekuchengetedzeka yakaitika mune inotungamira-zinc inonhuwira bhizinesi muMukati Mongolia. Kugadzirwa kwaro kunhuhwirira kwakamiswa, uye kugadzirwa kwayo kweZinc chinonhuwirira kutarisana nekusagadzikana kuri pachena pakati-time.
Naizvozvo, kuwedzera kwekubiwa kweZinc kunhuwa muna Chikunguru kwaive kusiri kushoma pane zvaitarisirwa, uye mwedzi-pamwedzi zvinobuda munaAugust uchawonazve. Gare gare gore rino, mwero wekuwedzera mune epamba zinc anonhuwirira kuburuka kunoderedzwa.
Panguva ino, iyo nzvimbo yeimba yekungocherera inventory inotsvedza pane imwe nhanho yegumi nenomwe-120,000 matani, uye nzvimbo yemumba iri kuratidza premium, kunyanya muguangdong. Iyo premium iri pachena; Zvinotarisirwa kuti iyo imba yeZinc inggot inventory ichaenderera mberi pane 100,000 gare gare gore rino - iyo nhanho yegumi nemakumi mashanu ematani matani.
Nekuwedzera kukuru kwekurasa marara, epamba zinc ingot kupa uye kudiwa kunogona kuchinja kubva kune yakajeka kune zvishoma zvakawandisa gore rino, asi ukuru hwevazhinji hwakawandisa.
Mukupfupikisa, muganho wekugadzira weZinc kunyudza munharaunda yekumaodzanyemba kwakachengetwa, uye side yekunyepedzera ichavhiringidzwa kana kugadzikana gare gare gore rino. Panguva imwecheteyo, kudanidzira kwemakungwa kwakaramba kuchiramba, uye nyika yakatanga kuchinja zvishoma nezvishoma kumwaka wepamusoro wekushandisa. Kukurira kwemahombekombe kunogona kusimudza zinc edzinza mazinga mumatanho, asi huwandu hwekuwedzera hunogona kunge hushoma. Munguva pfupi, mitengo yeZinc inotarisirwa kumuka kusvika ku23,000 -23.2 miriyoni yuan / ton. Mune yedare remukati, zvingave zvakaoma kuti zviitungamirire zveZinc kuti abvise musika wakajeka wekufamba.
Tin musika kupa uye kudikanwa kunze
Kugoverwa kweTIN kugadzirwa kwakanyatsoomeswa, uye kuwanikwa kwevanhu vazhinji kunogadzira kunogara kuchikanganiswa
Kugoverwa kwekugadzirwa kwakanatswa kuri kuitika munyika kwakanyanyisa kuomeswa. Muna 2020, China, Indonesia neMalaysia ichaverengera 75.2% yeiyo Global Kubuda muAsia. Kugoverwa kwekugadzirwa kwakanatswa kweTIN kuChina kunoenderana zvakanyanya. Kugadzirwa kweTini yakanatswa muGuangxi uye Yunnan pamwe chete maakaundi 59% yenyika.
Kubva pakutanga kwegore rino, mamiriro eiyo dentonesia, Myanmar, uye Myanmar yakaramba ichiwedzera, iyo yakadzora kupora kwechigadzirwa cheTini inogadzira nyika muSoutheast Asia. Kubuditsa kweboka reMalaysian kunhuhwirira kweboka uye Tianma kambani rakatodonha zvakanyanya. Muchikamu chekutanga, iyo yakanatswa tin kubuda kweTianma Kambani yakadonhedzwa neanosvika zviuru gumi zvematani ematani-gore. , Roskill, mukuru weboka reMalaysian anonhuwirira, anotarisira kuderedza kugadzirwa nemasoni 50-10 000 gore rino.
Kubva pakutanga kwegore rino, kubuda muMyanmar hakuna kungokanganisa kugadzirwa kwayo, asi zvakare zvakakanganisa kujekesa kweChinese zveChinese zveChinese. Nekuda kwekubuda muMyanmar, iyo Ruli yeYunnan yakanangana nemibvunzo yakawanda acid uye yevashandi vese, iyo yakakanganisa tin yekukomba kune imwe nhanho kune imwe nhanho. Panguva imwecheteyo, kuongororwa kwezvakatipoteredza munaApril, kucheka simba muYunnan kubva pakati-May uye Guangxi Simba Kucheka muna Nyamavhuvhu kwakakanganiswa neiniti yakanatswa.
Magetsi kudzikisira kwakakonzera zvisingatarisirwi contraction yekugovera mudzimba
Muna May, nekuda kwekushomeka kwesimba muYunnan, tin ese anonyemwerera kunze kwaYunxi yakavharwa. Mumwedzi iyoyo, tin ichinge ichigadzira kugadzirwa yaive zviuru zviviri zvematani matani akaderera pane zvaitarisirwa pakutanga kwemwedzi. Pana June 28, Yunxi Understintance yekugadzirisa kweanopfuura mazuva makumi mana. China tin ingot kugadzirwa yakaramba ichikanganiswa zvakanyanya. Muna Chikunguru, kubuda kweTIN ichinge yawa nematani mazana maviri nemazana masere kubva kumwedzi wapfuura. Pakati pekutanga, Yunxi yakadzoreredzwa, asi Guangxi yakapora neyakagadziriswa nesimba, iyo inofungidzirwa kuti ichikanganisa kugadzirwa kwematani anenge chiuru, ayo achakanganisa kufambira mberi kwekudzoreredzwa kweTIN yakanatswa.
Sezvo May, kubatsirwa nekusimba kwakasimba kweiyo mhiri kwemakungwa, neTin kutumira kunze kweTin Lock Tin Stocks yakaramba iri kurekodha inokwira, uye zvese shanghai uye london tin masokisi airatidza mamiriro akasimba kwazvo.
Iyo inooneka tini yekutsvaga inoramba ichidaro
Kubva paAugust 13, iyo LME + Shfe Tin Inventory yaive 3,57 matani, matani emakumi matanhatu kubva kugore rapfuura uye kuderera kwe5,236 matani kubva panguva imwe chete gore rapfuura. Munguva imwe chete iyoyo, Shanghai Tin masokisi akawira mumatani anenge 1,500, ayo aive akanyanya kuderera kubva pakanyorwa, nepo Lunxi akaramba aine huwandu hwakadzika hwematani anenge zviuru zviviri. Pane zvese, iyo yakakurumbira tin inventory yakaratidza kuenderera mberi kwekudzikama maitiro.
Lun Tin Spot uye Shanghai Tin Spot Premiums Regedza
Nekuda kwekudzikira tin kuShanghai neLondon, Lunxi Cash-3m kwakachengeta rekodhi kubva munaFebruc tin Iyo yazvino shanghai tin spot premiums ndeye zviuru zvishanu Yuan / ton. Iyo zvakare iri padanho rakanyanya munhoroondo. Izvi zvinoratidza kuti pasi pemashure memakamuri akaderera akaderera, ese shanghai uye london tin nzvimbo iri mune yakasimba kwazvo mamiriro.
Pazvose, iyo tin yekupa chikamu ichienderera mberi ichivhiringidzwa, uye kushandiswa kwekushandisa kwakabatsirwa kubva kune kwakapfuurira mberi kwakakwirira mumamicondikoro. LMe + Shfe Tin Stocks akawira kumusoro Offer, uye tin ingots inoramba ichiratidza mamiriro akasimba kwazvo. Nekuda kwekukanganisa kwedenda, iyo huru tin inogadzira nyika muSoutheast Asia yakanonoka kupora, uye nyika yakaramba ichivhiringidzwa nesimba uye zvimwe zvinetso, kunyanya munzvimbo dzeGuangxi. Mundima iyi, Shanghai Tin inotarisirwa kurova 250,000 Yuan / ton mumwedzi mitatu inotevera.
Disiki: Ruzivo rwuri mune ichi chinyorwa ndezvekuti zvinorehwa chete, kwete sekuraira kwakananga kwekuita sarudzo. Kana iwe uchisarudza kukanganisa kodzero dzako dzepamutemo, ndapota taura uye ubate nazvo munguva.
Kutumira Nguva: Aug-23-2021