Ngo-Agasti 17, uMeng Wei, isithethi seKomishoni yoPhuhliso kunye noHlaziyo lweSizwe, wazisa amandla okusetyenziswa kwamandla kwisiqingatha sokuqala salo nyaka: Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, kunye neJiangsu ngamaphondo angama-9 (imimandla) kwisiqingatha sokuqala salo nyaka. Amandla okusetyenziswa kwamandla akhange anciphe unyaka nonyaka kodwa anyukile. Izinga lokwehliswa kwamandla okusetyenziswa kwamandla kumaphondo ali-10 khange lihlangabezane neemfuno zenkqubela-phambili, kwaye imeko yesizwe yogcino lwamandla imbi kakhulu. Olu xwebhu lufuna ukuba amaphondo ali-9 amandla anamandla anganciphisi kodwa anyuke, kwaye izixeko kunye neengingqi amandla azo anganciphisi kodwa anyuke, kulo nyaka amise uphononongo lokonga umbane kwiiprojekthi "ezimbini eziphezulu" ngaphandle kweeprojekthi ezinkulu ezicetywayo ngurhulumente. Kwaye sibongoze zonke iingingqi ukuba zithathe amanyathelo asebenzayo ukuqinisekisa ukuqosheliswa kommiselo wonyaka wokusetyenziswa kwamandla amabini, ngakumbi umsebenzi ekujoliswe kuwo wokunciphisa amandla okusetyenziswa kwamandla.
Xa sijonga amaphondo ali-9 (iQinghai, iNingxia, iGuangxi, iGuangdong, iFujian, iXinjiang, iYunnan, iShaanxi, neJiangsu) apho amandla anamandla angazange athobe kodwa anyuka kwisiqingatha sokuqala sonyaka, uninzi lwawo lwalungabavelisi abakhulu be-aluminium, i-zinc, kunye ne-tin. Isithili. Ngo-2020, imveliso ye-aluminium ephambili kula maphondo ayi-9 iya kubalelwa kwi-40% yelizwe, imveliso ye-zinc ingot iya kuba ne-46.1% yelizwe, kwaye imveliso ye-tin ingot iya kuba yi-59% yelizwe.
NgoMeyi nangoJulayi, iYunnan, iGuangdong, kunye neGuangxi zenze imijikelo emibini yokunciphisa umbane kunye nezithintelo zokuvelisa, ezibangele ukuphazamiseka okukhulu kwimveliso yezi ntlobo zintathu. Ukususela kumbono wangoku, iindawo ezilumkiso zokuqala ziquka iYunnan kunye neGuangxi, apho umbane kunye nemveliso ziye zancitshiswa kakhulu ngeli nqanaba, kwaye zigubungela iindawo eziphambili zokuvelisa i-aluminium electrolytic kunye ne-zinc esulungekileyo njenge-Xinjiang kunye ne-Shaanxi. Ke ngoko, akulalwa ukuba iintlobo ezingezizo i-ferrous ziyakwandiswa ukuya kwi-Xinjiang, Shaanxi, Guangdong nakwezinye iindawo. Kwixesha elizayo, kuyimfuneko ukubeka ingqalelo ngokukhawuleza kumgaqo-nkqubo wokunciphisa umbane kunye nemveliso. Ukuba ulawulo lokusetyenziswa kwamandla lunokwandiswa ngakumbi kwixesha elizayo, lunokuba nempembelelo embi ngakumbi kunikezelo olusele luethe-ethe.
Ukongeza, iGuangdong kunye neJiangsu zombini ziindawo zokusetyenziswa ezibalulekileyo. Ke ngoko, ukuba amandla kunye nemveliso zithintelwe kule mimandla mibini kwixesha elizayo, ukusetyenziswa kwicandelo elingeyo-ferrous nako kuya kuthintelwa.
Ngokuqhelekileyo, phantsi kolawulo lokusetyenziswa kwamandla, izithintelo zecala lokubonelela kwiimveliso ezingenayo i-ferrous (i-aluminium, i-zinc, i-tin) iya kuba nkulu kunempembelelo yokusetyenziswa. Kwangaxeshanye, kukho amathuba aphezulu okuba uphazamiseko kwicala lonikezelo lwecandelo le-non-ferrous luya kuqhubeka luqhuba ixesha elide kwixesha elizayo.
Ubonelelo lwemarike yeAluminiyam kunye nembonakalo yemfuno
Ngomhla we-11 ngoMeyi, uYunnan uphumeze ukuveliswa kwe-aluminium ye-electrolytic kwiphondo, efuna ukunciphisa umthwalo we-10%; ngoMeyi 18, ukunyuka kokunciphisa amandla kufuna ukucuthwa komthwalo we-40%. Ukususela ngoMeyi 31, ngokwemeko yokulandelela, umlinganiselo wangempela wokunciphisa imveliso wawungaphezulu kwe-20%, oko kuthetha ukuba umlinganiselo wokunciphisa imveliso kule ndawo malunga neetoni ezingama-880,000.
Ukusukela phakathi kuJulayi, uYunnan uphinde wanqanda umbane kunye nemveliso. Phakathi kwazo, iinkampani ze-aluminiyam zifuna ukucuthwa kwe-25%. Ngeveki yesibini ka-Agasti, iinkampani ze-aluminium zaqala ukuphumeza i-30% yokunciphisa imveliso. Ngeveki yokuqala ka-Agasti, i-Guangxi yajoyina ukuncitshiswa kwamandla, kunye neenkampani ze-aluminium ezinqumla amandla nge-10%; kwaye ifuna iinkampani ze-aluminium ukuba zisebenzise umda we-30% wemveliso ngaphambi kuka-Agasti 15. Impembelelo ye-aluminium ngeli xesha iqikelelwa kwinqanaba le-400,000 ukuya kwi-500,000 yeetoni. Kwangelo xesha, iitoni ezingama-880,000 ebezivaliwe ngaphambili eYunnan ngokusisiseko azinathemba lokuphinda ziqalise imveliso ngo-Agasti.
Ke ngoko, imveliso ye-aluminium yasekhaya iqhubekile nokuhla unyaka wonke. Ngokweyona ngcinga inethemba lokucwangcisa imveliso, imveliso ye-aluminiyam yaseTshayina ngo-2021 kulindeleke ukuba ibe yi-39.1 yezigidi zeetoni, engaphezulu kunoqikelelo ekuqaleni konyaka. Imveliso yehle ngeetoni ezingama-900,000. Ngo-Agasti 17, emva kwesibhengezo sokugqitywa kokulawulwa kabini kokusetyenziswa kwamandla kwisiqingatha sokuqala sonyaka, uxinzelelo lwezithintelo zemveliso eXinjiang luye lwanda kakhulu, kwaye kulindeleke ukuba imveliso ye-aluminium yonyaka elandelayo iya kuncitshiswa ngakumbi.
Kwangaxeshanye, ukusetyenziswa kwasekhaya kwehlile ngo-Agasti kwaye kwaqala ukutshintshela kancinci kwixesha lesiqhelo. Ixesha eliphakamileyo lesiqhelo ukusuka kuSeptemba ukuya kuNovemba liya kuqhuba ukusetyenziswa ngcono inyanga nenyanga.
Umbhali uqikelela ukuba nangona ukulahlwa kwezinto ezigciniweyo kunye nezongezelelo zokungenisa elizweni, i-balance sheet yonikezelo lwe-aluminium kunye nemfuno iya kuhlala ikwimeko entle kamva kulo nyaka, kwaye i-inventory yokuqhubela phambili ekupheleni konyaka ingaba tyaba kwinqanaba le-600,000-650,000 yeetoni kunyaka odlulileyo.
Lilonke, ixabiso le-20,000 yuan/toni alikabonakalisi ngokupheleleyo unikezelo lwe-aluminiyam yexesha elizayo kunye nepateni yemfuno. Ukucutheka kwecala lokubonelela, ukulungiswa kwecandelo labathengi kunye nobukho bemfuno yokuzaliswa phesheya kwezilwandle, ngokukodwa ukuphazamiseka kwecala lokubonelela, ukunyusa ukubonelela kunye ne-balance balance sheet, kwixesha eliphakathi, indawo yokunyuka kwamaxabiso e-aluminium kulindeleke ukuba ivulwe ngakumbi.
Ubonelelo lwemarike yeZinc kunye nembonakalo yemfuno
Ukuqala phakathi kuMeyi, uYunnan waqala ukuphumeza umgaqo-nkqubo wokutshintsha umthwalo wamandla, kwaye uninzi lwamashishini asekhaya okunyibilikisa i-zinc anciphisa umthwalo wamandla. Inokwahlulwa ngokwezigaba ngokwezigaba eziliqela: Isigaba 1: Meyi 10 kunye noMeyi 17 iiveki ezimbini Umthwalo wombane wehle nge-10%; isigaba sesibini: iiveki ezimbini zikaMeyi 24 kunye noJuni 1, ukucuthwa komthwalo wombane kwanda ngokukhawuleza ukuya kuma-30% -50%, kwaye amanye amashishini ayeka imveliso; isigaba sesithathu: Juni 7th umnyibilikisi Zhou Yunnan umnyibilikisi wemveliso waqala ukukhulula kancinci, kwaye imveliso ngokuthe ngcembe yaqalisa phakathi ukuya ekupheleni kukaJuni. Imveliso yeYunnan's zinc smelting ukusuka ngoMeyi ukuya kuJuni iqikelelwa malunga neetoni ezingama-30,000.
Ukususela ngomhla we-14 kaJulayi, uYunnan uphinde wanqanda umbane kunye nemveliso, efuna ukuba iinkampani zokunyibilikisa i-zinc zinciphise umthwalo wazo nge-5% -40% ngexesha lokusetyenziswa kombane okuphezulu; ukucuthwa komthwalo ngo-Agasti kuye kwandiswa ukuya kwi-5% -50%, kwaye amandla aqala kwisiqingatha sesibini sika-Agasti. Uhlengahlengiso oluncinci. Kwangelo xesha, ingingqi yaseGuangxi nayo yajoyina ulwabiwo lwamandla ngo-Agasti, kwaye amashishini asekhaya okunyibilikisa i-zinc anciphisa umthwalo malunga ne-50%. Iinkampani ezizimeleyo kwi-Inner Mongolia nazo zasebenzisa umda wamandla ongaphantsi kwe-10% ngo-Agasti. Impembelelo yokuncitshiswa kombane kwimveliso ye-zinc smelting ngoJulayi iqikelelwa malunga neetoni ze-10,000, kwaye ingadlula iitoni ezingama-20,000 ngo-Agasti.
Ukongezelela, ngo-Agasti 16, ingozi enkulu yokhuseleko yenzeke kwishishini lokunyibilikisa i-zinc e-Inner Mongolia. Imveliso yayo yokunyibilikisa i-lead iye yanqunyanyiswa, kwaye imveliso yayo yokunyibilikisa i-zinc nayo ijongene nokungaqiniseki okucacileyo phakathi kwexesha.
Ngoko ke, ukunyuka kwemveliso ye-zinc yasekhaya ye-smelting ngoJulayi yayingaphantsi kakhulu kunokulindelekile, kwaye imveliso yenyanga-ngenyanga ngo-Agasti iya kuwa kwakhona. Kamva kulo nyaka, izinga lokunyuka kwemveliso yasekhaya yokunyibilikisa i-zinc liya kuthotywa.
Ngeli nqanaba, i-inventory ye-zinc ingot yasekhaya ngokusisiseko iyaguquguquka kwinqanaba eliphantsi le-110,000-120,000 yeetoni, kwaye indawo yasekhaya ibonisa i-premium, ngakumbi e-Guangdong. Iprimiyamu ibonakala ngakumbi; kulindeleke ukuba i-inventory ye-zinc ingot yasekhaya iya kuqhubeka kwi-100,000 kamva kulo nyaka- Inqanaba leetoni ze-150,000.
Ngesongezo esingundoqo soovimba bokulahla, unikezelo lwezinki lwezinki lwasekhaya kunye nemfuno inokusuka kwibhalansi eqinile iye kwintsalela encinci kamva kulo nyaka, kodwa ubukhulu bentsalela buncinci.
Isishwankathelo, umda wemveliso ye-zinc smelting kummandla osemzantsi-ntshona ugcinwa, kwaye icala lokubonelela nge-smelting liya kuphazamiseka okanye liqhelekileyo kamva kulo nyaka. Kwangaxeshanye, ukusetyenziswa phesheya kwaqhubeka kuphucuka, kwaye ilizwe laqala ukutshintshela kancinci kwixesha lokusetyenziswa kwencopho. Ukulahlwa koovimba kunokunyusa amanqanaba e-inventory ye-zinc ngokwezigaba, kodwa izinga lokunyuka lisenokulinganiselwa. Ngexesha elifutshane, amaxabiso e-zinc kulindeleke ukuba anyuke ukuya kwi-23,000 -23.2 yezigidi ze-yuan / ton. Ngexesha eliphakathi, kunokuba nzima kumaxabiso e-zinc ukuphuma kwimakethi ecacileyo ehamba phambili.
Ubonelelo lwemarike yeTin kunye nembonakalo yemfuno
Ukusasazwa kwemveliso ye-tin kugxininisekile, kwaye ukunikezelwa kwamazwe avelisayo aphambili kuhlala kuphazamiseka
Ukuhanjiswa kwemveliso yetoti esulungekisiweyo kwihlabathi kugxininiswe kakhulu. Ngo-2020, i-China, i-Indonesia kunye ne-Malaysia iya kwenza i-75.2% yemveliso yehlabathi e-Asia. Ukuhanjiswa kwemveliso ye-tin esulungekileyo e-China nayo igxininise kakhulu. Ukuveliswa kwetoti esulungekisiweyo eGuangxi naseYunnan xa kudityaniswe i-59% yelizwe.
Ukusukela ekuqaleni kwalo nyaka, imeko yobhubhani e-Indonesia, eMalaysia, naseMyanmar iqhubekile nokuba mandundu, nto leyo eye yacothisa ukufunyanwa kwemveliso yamazwe avelisa iitoti ezinkulu kuMzantsi-mpuma Asia. Iziphumo zeMalasian Smelting Group kunye neTianma Company ziye zehla kakhulu. Kwikota yokuqala, imveliso yetoti esulungekileyo yeNkampani yaseTianma yehle malunga neetoni ezili-10,000 unyaka nonyaka. , URoskill, umlawuli we-Smelting Group yaseMalaysian, ulindele ukunciphisa imveliso ngeetoni ezingama-50-10,000 kulo nyaka.
Ukususela ekuqaleni kwalo nyaka, ukuqhambuka kweMyanmar akuzange kuchaphazele imveliso yayo kuphela, kodwa kuchaphazele nokukhutshwa kwezithethe zamachweba aseTshayina. Ngenxa yokuqhambuka kweMyanmar, izibuko laseRuili laseYunnan liye lenziwa uvavanyo oluninzi lwe-nucleic acid kunye nokuvalwa kwezithethe kubo bonke abasebenzi, okuthe kwachaphazela ukuthengiswa kwentsimbi yasekhaya ukuya kuthi ga kwinqanaba elithile. Kwangaxeshanye, ukuhlolwa kokusingqongileyo ngo-Epreli, ukucuthwa kwamandla eYunnan ukususela phakathi kuMeyi kunye nokunciphisa amandla e-Guangxi ngo-Agasti konke kuphazamise ukuveliswa kwe-tin esulungekileyo.
Ukucuthwa kombane kubangele ukucutheka okungalindelekanga kobonelelo lwasekhaya
NgoMeyi, ngenxa yokunqongophala kwamandla eYunnan, zonke izinyibilikisi zetin ngaphandle kweYunxi zavalwa. Ngaloo nyanga, imveliso yenkcenkce yenkcenkce yasekhaya yayiphantse yangaphantsi kweetoni ezingama-2,000 kunokuba bekulindelwe ekuqaleni kwenyanga. Ngomhla wama-28 kuJuni, uYunxi wafumana isondlo esingekho ngaphezu kweentsuku ezingama-45. Imveliso yenkcenkce yaseTshayina yaqhubeka iphazamiseka kakhulu. NgoJulayi, imveliso ye-tin ingot yehle ngeetoni ezingama-2,800 ukusuka kwinyanga edlulileyo. Phakathi ukuya ekuqaleni kuka-Agasti, uYunxi wachacha ngokuthe ngcembe, kodwa i-Guangxi yaphazanyiswa kukunqunyulwa kwamandla, okuqikelelwa ukuba kuchaphazela ukuveliswa kweetoni ezimalunga ne-1,000, okuya kuchaphazela inkqubela phambili yokubuyisela imveliso ye-tin esulungekileyo.
Ukusukela ngoMeyi, ukuxhamla ekukhuleni okunamandla kokusetyenziswa kweetoti phesheya kweelwandle, ifestile yokuthumela i-tin iqhubekile ukuvulwa, kwaye ukuthunyelwa kwe-tin ingot yaseChina kuye kwanda kakhulu, kwaye ukunyibilikiswa kwe-tin yaseChina kuchatshazelwe kukunikwa amandla eYunnan naseGuangxi. Izitokhwe ze-tin zahlala kwirekhodi ephantsi, kwaye zombini i-Shanghai kunye ne-London tin stocks ibonisa imeko enzima kakhulu.
I-inventri ye-tin ebonakalayo iyaqhubeka nokuhla
Ukusukela nge-13 ka-Agasti, i-LME+SHFE iyonke i-inventory yeetoni beziyi-3,57 yeetoni, ukuhla kweetoni ezingama-3,708 ukusuka ekupheleni konyaka ophelileyo kunye nokuhla kweetoni ezingama-5,236 ukusuka kwixesha elifanayo kulo nyaka uphelileyo. Kwangelo xesha linye, isitokhwe setin eShanghai sawela malunga neetoni ze-1,500, eyayikumgangatho ophantsi kakhulu ukusukela oko kuluhlu, ngelixa iLunxi yahlala ikwinqanaba elisezantsi malunga neetoni ezingama-2,000. Lilonke, uluhlu lwe-tin olubalaseleyo lubonise ukuhla okuqhubekayo.
Indawo ye-Lun tin kunye ne-Shanghai tin spot premiums zihlala ziphezulu
Ngenxa yoluhlu oluphantsi lwe-tin e-Shanghai nase-London, i-Lunxi Cash-3M igcine irekhodi eliphezulu ukususela ngoFebruwari, ngelixa i-Shanghai tin spot premiums kunye nezaphulelo zinyuke kakhulu ukususela ngoJuni. Intlawulo yangoku ye-tin spot yase-Shanghai yi-5,000 ye-yuan/toni. Ikwakwinqanaba eliphezulu kakhulu kwimbali. Oku kubonisa ukuba phantsi kwemvelaphi ye-inventri ephantsi ngokupheleleyo, zombini i-Shanghai kunye ne-London indawo yetin ikwimeko ebambene kakhulu.
Lilonke, icala lokubonelela nge-tin liyaqhubeka nokuphazamiseka, kwaye ukusetyenziswa kuye kwazuza kwi-boom eqhubekayo kwi-semiconductors. I-LME + SHFE i-tin stocks iwile ukurekhoda i-lows, kwaye i-tin ingots iyaqhubeka nokubonisa imeko enzima kakhulu. Ngenxa yempembelelo yobhubhani, amazwe avelisa i-tin ephambili kuMzantsi-mpuma we-Asiya aye acotha ukubuyiswa kwemveliso, kwaye ilizwe liye laqhubeka liphazanyiswa ngamandla kunye nezinye iingxaki, ngakumbi eYunnan naseGuangxi, ezona ndawo zivelisa i-tin ingots zasekhaya. Kulo mongo, i-Shanghai Tin kulindeleke ukuba ibethe i-250,000 yuan / toni kwiinyanga ezintathu ezizayo.
Ukuziphendulela: Ulwazi oluqulethwe kweli nqaku lwenzelwe ireferensi kuphela, hayi njengengcebiso yokwenziwa kwesigqibo ngokuthe ngqo. Ukuba wophula ngokungeyonjongo amalungelo akho asemthethweni, nceda uqhagamshelane kwaye ujongane nayo kwangethuba.
Ixesha lokuposa: Aug-23-2021