Nge-17 ka-Agasti, Meng Wei, isithethi seKhomishini yeSizwe yoPhuculo, yazisa amandla okusebenzisa amandla kwisiqingatha sokuqala salo nyaka: i-qungxian, gungdong, i-gunjan, i-gunjan, i-gunjan, i-gunjan, i-jiangsu yayiyisiqingatha sokuqala salo nyaka. Ubunzulu bokusebenzisa amandla azange banciphise unyaka wonke kodwa banda. Ireyithi yokuncitshiswa kwamandla enzonzobila kumaphondo ali-10 ayifezekisi iimfuno zenkqubela, kwaye imeko yemeko yolondolozo yeLizwe inamandla kakhulu. Olu xwebhu lufuna ukuba amaphondo ali-9 (imimandla) amandla omzimba angayenzi kodwa izixeko kunye nokwanda kweprojekthi yokonga amandla kodwa i-vem ephezulu "yezinto eziphambili ezicwangcisiweyo nguRhulumente. Kwaye izibongoze zonke iingingqi ukuba zithathe amanyathelo afanelekileyo okuqinisekisa ukugqitywa kwethagethi yolawulo lwamandla yonyaka, ngakumbi umsebenzi ojolise kuyo wokunciphisa amandla okusebenzisa amandla.
Ukugweba ukusuka kwiphondo eli-9 (Qinghai, Ningxia, Guangxi, Gunjaan, Xunjiang, i-fiangsi, i-shaangsu) apho uninzi lwamandla aluzange lube khona, i-jinungsu) apho uninzi lwamandla aluzange lubene-aluminiyam, i-zinc, kunye ne-tin. Isithili. Ngo-2020, iziphumo ze-aluminium eziphambili kula maphondo zi-9 ziya kuphendula nge-40% yelizwe, ukukhupha i-zinc Iyot kuya kuphendula nge-59% yelizwe.
NgoMeyi noJulayi, uYunnan, i-guangdong, kwaye iGuangxi iqhube imijikelezo emibini yombane kunye nezithintelo zemveliso, ezibangela ukuphazamiseka kwezi ntlobo zintathu. Ukusuka kwimbono yangoku, iindawo zokuqala zesilumkiso zibandakanya uYunnan naseGuangxi, apho umbane kunye nemveliso iye yancitshiswa kakhulu kweli nqanaba, kwaye igubungela iindawo eziphambili ze-shaminum kunye ne-finjiang kunye ne-shaaANxi. Ke ngoko, ayizange igwetywe ukuba iindidi ezingathandekiyo ziya kwandiswa ngakumbi kwi-xinajiang, Shaata, Guangdong kunye nezinye iindawo. Kwixa elizayo, kunyanzelekile ukuba banikele ingqalelo kumgaqo-nkqubo wokuncitshiswa kombane kunye nemveliso. Ukuba ulawulo lokusebenzisa amandla luyanda kwikamva, inokuba nefuthe elibi malunga nokunikezelwa okuphezulu.
Ukongeza, i-gungdong kunye ne-jiangsu yimimandla ebalulekileyo yokusebenzisa. Ke ngoko, ukuba amandla nemveliso athintelwe kwezi ndawo zimbini emva kwexesha, ukusetyenziswa kwicandelo elingasebenziyo kuya kuthintelwa.
Ngokubanzi, phantsi kolawulo lokusetyenziswa kwamandla, iingxaki zecala lokuhambisa kwiimveliso ezingengabi (i-Aluminium, i-zinc, i-tin) iya kuba inkulu kunefuthe ekusebenziseni. Kwangelo xesha, kukho amathuba aphezulu okuphazamiseka kwicala lokubonelela ngecandelo elingasebenziyo kuya kuqhubeka nokuqhuba ixesha elide kwixesha elizayo.
I-Aluminium Refer kunye ne-Outlook
Nge-11 kaMeyi, uYunnan wasebenzisa imveliso ebekiweyo yeAluminium ye-elektrolytic kwiphondo, efuna ukuncitshiswa kwe-10% kumthwalo; Ngomhla we-18 kaMeyi, ukwanda kwemida yamandla kufuna ukuncitshiswa kwe-40% kumthwalo. Ukusukela nge-31 kaMeyi, ngokwemeko yokulandela umkhondo, eyona nto inciphisa ukuncitshiswa kwemveliso yayingaphezulu kwe-20%, oko kuthetha ukuba ubungakanani bokuncitshiswa kwemveliso kule ndawo imalunga ne-880,000 yeetoni malunga neetoni ezingama-880,000.
Ukusukela phakathi e-Julayi, uYunnan ukhangele umbane kunye nemveliso. Phakathi kwazo, iinkampani zeAluminium zifuna ukuncitshiswa kwe-25%. Kwiveki yesibini ka-Agasti, iinkampani zeAluminium zaqala ukusebenzisa ukuncitshiswa kwe-30% kwimveliso. Kwiveki yokuqala ka-Agasti, iGuangaxi yajoyina i-curgation, kunye neenkampani ze-aluminium ezisika amandla nge-10%; kwaye ifuna iinkampani ze-aluminium ukuba zisebenze umda wemveliso engama-30% ngaphambi ko-Agasti 15. Ifuthe le-Alumnum ngeli xesha liqikelelwa kwinqanaba lama-400,000 angama-500,000 eetoni. Kwangelo xesha, iitoni ezingama-880,000 ezazivaliwe ngaphambili e-Yunnan zingenakukuphinda ziqhubeke nokuvelisa ngo-Agasti.
Ke ngoko, imveliso ye-aluminium ye-aluminium iqhubekile nokwehla unyaka wonke. Ngokutsho kweyona nkqubo icocekileyo yemveliso eqinisekileyo, imveliso ye-chinarinum yase-Chinarinum engu-2021 kulindeleke ukuba ibe yi-39.1 yezigidi zeetoni, eziphezulu kuneso uqikelelo ekuqaleni konyaka. Iziphumo zawa ziitoni ezingama-900,000. Nge-17 ka-Agasti, emva kokubhengezwa kokugqitywa kolawulo lwamandla kwisiqingatha sokuqala sonyaka, uxinzelelo lwemiqobo ye-Xinjiam yonyaka iya kuncitshiswa ngakumbi.
Kwangelo xesha, ukusetyenziswa kwekhaya ku-Agasti ngo-Agasti kwaye kwaqala ukutshintsha ngokuthe ngcembe ukuya kwixesha le-peik. Ixesha le-peak lemveli ukusuka ngoSeptemba ukuya kuNovemba uza kuqhuba ukusela kungcono inyanga nenyanga.
Umbhali uxela kwangaphambili ukuba kwakuphosana ugcino kunye nezinto ezongeziweyo, iphepha le-Alumnum le-Aluminium kunye ne-inveren ye-Aluminium ikwisicaba esithile kwi-600,000-550,000 kunyaka ophelileyo.
Lilonke, ixabiso le-20,000 yuan / itoni ayikabonakali ngokupheleleyo ukubonelela nge-aluminium yexesha elizayo kunye nemeko yemfuno. Ukuhlulelana kwecala lokuhambisa, uhlengahlengiso lwecandelo labathengi kunye nobukho becandelo lokufikelela phesheya, ngakumbi uphawu lwecala lokuhambisa, ukwenzela ukuba i-Artium Sheet i-Aluminium yamaxabiso okulindeleka kulindeleke ukuba ivulwe kwakhona.
I-ZINCOROFTORK
Ukuqala phakathi kwe-Meyi, uYunnan waqalisa ukuphumeza umgaqo-nkqubo wokuguqula umthwalo wamandla, kwaye uninzi lwamashishini okuhlamba i-zinc sylking inciphise umthwalo wamandla. Inokwahlulwa ngokwamanqanaba aliqela: iSigaba 1: ngo-10 kaMeyi ne-17 kaMeyi iveki ezimbini umthwalo wombane wehla nge-10%; Inqanaba lesibini: kwiiveki ezimbini ze-24 kaMeyi neye-1 kaJuni,, ukuncitshiswa komthwalo wombane ngokukhawuleza kwandiswe ukuya kwi-30% -50%, kwaye namanye amashishini ayeka ukuveliswa; Inqanaba lesithathu: nge-7 kaJuni 7 I-Zhou Yunnan Smelter Imveliso yaqala ukukhulula, kwaye imveliso iphinde yaphinda yaphinda yaphinda yaphinda yaphinda yaphinda yaphinda yaphinda yaphinda yaphinda-phinda emibukhulu phakathi kuJuni. Iziphumo ze-zunn ye-zunnan ye-YINNC ukusuka kuMeyi ukuya ku-Juni ku-Juni kuqikelelwa ukuba malunga ne-30,000 yeetoni.
Ukuqala ukusukela nge-14 kaJulayi, uYunnan ukhawuleze akhawuleze umbane kunye nemveliso, efuna iinkampani zeZinc syling ukunciphisa umthwalo wabo nge-5% -40% ngexesha lokusebenzisa umbane we-piak; Ukuncitshiswa komthwalo ku-Agasti kube kanye kwandisiwe kwi-5% -50%, kwaye i-Dynamics yaqala kwisiqingatha sesibini sika-Agasti. Uhlengahlengiso oluncinci. Kwangelo xesha, ingingqi yeGuangxi nayo yajoyina i-Agasti ye-Agasti, kunye namashishini e-winc sylces anciphise umthwalo malunga ne-50%. Iinkampani ezizodwa e-Inner Mongolia zimiliselwe umda wamandla ongaphantsi kwe-10% ngo-Agasti. Ifuthe lombane kwi-chinc ikhutshiwe kwimveliso kaJulayi iqikelelwa ukuba ibe malunga ne-10,000 yeetoni, kwaye inokudlula i-20,000 yeetoni ngo-Agasti.
Ukongeza, nge-16 ka-Agasti, ingozi enkulu yokhuseleko yenzeka kwishishini le-chinc sylp spelation kwi-Inner Mongolia. Imveliso yayo yokuqhawula i-syling inqunyanyisiwe, kwaye ukuveliswa kwe-zinc sylting kujamelene nokungaqiniseki kwixesha eliphakathi.
Ke ngoko, ukwanda kwemveliso yeZinc sylting yasekhaya ngoJulayi yayingaphantsi kakhulu kunokuba bekulindelwe, kwaye inyanga yenyanga yenyanga eya kuwa kwakhona. Emva kwalo nyaka, umyinge wokunyuka kwemveliso yeZinc sylting yasekhaya iya kuthotywa.
Kweli nqanaba, uluhlu lwe-Incy lwasekhaya lwe-zinc luctocal luyaguqula kwinqanaba eliphantsi le-110,000 yeetoti, kunye nendawo yasekhaya ibonisa iprimiyamu, ngakumbi kwi-gungdong. Ipremiyamu icacile kakhulu; Kulindelwe ukuba uluhlu lwezinto zasekhaya ze-zinc IngoT luya kuqhubeka nge-100,000 kamva kulo nyaka- kwinqanaba le-150,000 yeetoni.
Ngesongezo esiphambili sokulahla inkunkuma, ubonelelo lwasekhaya lweZinc Isot kunye nemfuno inokutshintsha ukusuka kwibhalansi eqinileyo kwintsalela encinci kamva kulo nyaka, kodwa ubukhulu bentsalela incinci.
Isishwankathelo, umda wemveliso we-zinc sylting kwindawo esemazantsi-ntshona iyagcinwa, kwaye icala lokuhambisa i-sylting liya kuphazamiseka okanye laqhelwa kamva kulo nyaka. Kwangelo xesha, ukusetyenziswa phesheya kwaqhubeka ukuphucula, kwaye ilizwe laqalisa ukutshintsha kancinci ukuya kwixesha lokusebenzisa le-peak. Ukulahla indawo kungaphakamisa amanqanaba e-InC ye-zeni ngamanqanaba, kodwa inqanaba lokunyuka linokulinganiselwa. Ngexesha elifutshane, amaxabiso e-zinc kulindeleke ukuba anyuke aye kwi-23,000 -23.2 yezigidi ezili-Yuan / Ton. Kwixesha eliphakathi, kunokuba nzima kumaxabiso e-zinc ukuba baphume kwimakethi ecacileyo.
I-Tin Imarike kunye neNgxelo yeNgxelo
Ukuhanjiswa kwemveliso ye-Tin kugxile kakhulu, kwaye ukubonelelwa kwezinto eziphambili zokuvelisa kuhlala kuphazamiseka
Ukuhanjiswa kwemveliso ye-tin ehlaziyiweyo emhlabeni kugxilwe kakhulu. Ngo-2020, iChina, iIndonesia kunye neMalaysia iya kunika i-752% yemveliso yehlabathi e-Asia. Ukuhanjiswa kwemveliso ye-tin ehlaziyiweyo e-China ikwagxininiswa kakhulu. Ukuveliswa kwe-tin ehlaziyiweyo eGuangxi kunye ne-yunnan kunye neeakhawunti ze-59% yelizwe.
Ukusukela ekuqaleni kwalo nyaka, imeko yemeko ye-eIndosia, eMalaysia, naseMyanmar kuqhubekile ukuba mandundu, nto leyo iye yanciphisa ukubuyiswa kwe-tin enkulu ekuveliseni amazwe asezantsi kwe-mpuma. Iziphumo zeqela le-malaysian shysing kunye nenkampani yaseTianma zide zahla kakhulu. Kwikota yokuqala, iziphumo ze-tin ye-tin ye-tianma ziye zehliswa phantse i-10,000 yonyaka-mali. , IRoskill, isigqeba seqela le-malaysia, lilindele ukunciphisa ukuveliswa ziitoni ezingama-50-10,000 kulo nyaka.
Ukusukela ekuqaleni kwalo nyaka, ukuqhambuka eMyanmar akuchaphazeleki nje ukuveliswa kwayo, kodwa kukwachaphazele ukuvuselelwa kweziko lamazibuko amaTshayina. Ngenxa yokuqhambuka eMyanmar, iPort ye-ruili yaseRunnan iphinde yavalwa iimvavanyo kunye nokuvalwa kwamasiko kubo bonke abasebenzi, ekuchaphazelele ukungenisa i-tin ye-tin ore ukuya kwinqanaba elithile. Kwangelo xesha, ukuhlolwa kwendalo ngo-Epreli, ukunqunyulwa kwamandla eYunnan ukusukela phakathi e-Dun-Meon kunye ne-Guangxi Amandla AMANDLA AMA-ATHINGU KUTSHINTSHIWEYO NGOKUGQIBELA.
Ukuchitheka kombane kubangela ukuntywila okungalindelekanga kunikezelo lwasekhaya
NgoMeyi, ngenxa yokunqongophala kwamandla eYunnan, zonke ii-tin smelter ngaphandle kwa-Yunxi. Kwinyanga enyangeni, i-tin ye-tin ye-tin iphantse yaba ngama-2 000 eetoni ngaphantsi kunokuba kulindelwe ekuqaleni kwenyanga. Nge-28 kaJuni, i-Yunxi yafikelelwa kwisondlo esingaphezu kweentsuku ezingama-45. Imveliso ye-chin ye-chin ye-chin iqhubeka iphazamiseka kakhulu. NgoJulayi, ukuphuma kwe-tin ingot yawa ziitoni ezingama-2,800 kwinyanga ephelileyo. Kumphakathi wango-Agasti, i-Yunxi ngokuthe ngcembe, kodwa uGungxi waphazanyiswa nguMbane osikiweyo, oqikelelwa ukuba achaphazele imveliso malunga nemveliso eyi-1 000, eya kuthi ichaphazele inkqubela phambili yokubuyiselwa kwemveliso ye-tin ehlaziyiweyo.
Ukusukela ngoko, ukuzuza kukukhula okuqinileyo kwe-tench the phesheya, i-Tin yokuthumela kwelinye i-TIN iqhubekile ukuvula, kwaye i-tin ye-tin ye-tin ye-tin ichaphazelekile, kwaye i-tin ye-tin ye-tin ichatshazelwe yi-Yunnan naseGuangxi. Izitokhwe ze-tin zahlala ezikwirekhodi yerekhodi, kwaye zombini i-shanghai kunye ne-london tin izitokhwe zibonisa imeko eqinileyo.
Uluhlu lwe-tin olubonakalayo luyaqhubeka ukwehla
Ukusukela nge-13 ka-Agasti, i-LME TIT TIT i-Inventi yayiziitoni ezingama-3,57, ukuncipha kweetoni ezingama-3,708 ukusuka ekupheleni kwe-5,236 iitoni kunyaka ophelileyo. Kwangelo xesha linye, i-shanghai tin stocks yawa malunga ne-1,500 yeetoni, ezazingamanqanaba asezantsi asezantsi ukusukela kuluhlu, ngelixa iLunjni ihleli kwinqanaba elingaphantsi leetoni ezingama-2 000. Kuzonke, uluhlu lwe-tin olubalaseleyo lubonakalise umntu oqhubekayo.
I-Luns Tin Spots kunye neShanghai Tin Premiamus zihlala ziphezulu
Ngenxa ye-tin ye-tin ephantsi eShanghai naseLondon, i-Lunji yemali-3M igcine irekhodi eliphezulu ukusukela ngoFebruwari, ngelixa i-shanghai tins inyukele kakhulu ukusukela ngoJuni. I-shanghai ye-shanghai ye-shanghai i-5,000 yuan / ton. Ikwakwinqanaba eliphezulu kakhulu kwimbali. Oku kubonisa ukuba phantsi kwemvelaphi yeempahla eziphantsi eziphantsi, zombini iShanghai naseLondon Tin zikwimeko eqinileyo kakhulu.
Kuzonke, icala le-tin lokuhambisa liyaqhubeka nokuphazamiseka, kwaye ukusetyenziswa kuye kwangenelwa kwi-boom ephezulu eqhubekayo kwi-semicondtors. I-LME + STFO TINS iwile kwirekhodi le-lows, kwaye i-tin ingeets iyaqhubeka nokubonisa imeko eqinileyo. Ngenxa yefuthe lobhubhane, owona mbhalo ophambili wokuvelisa amazwe ase-mpuma Asia anciphile ukubuyela kwakhona, kwaye ilizwe liqhubeke liphazanyiswe ngamandla kunye nezinye iingxaki eYunnan naseGuangxi, ezona ndawo ziphambili ze-tin ze-tin. Kule meko, i-shanghai tin kulindeleke ukuba ibe yi-250,000 yuan / ton kwiinyanga ezintathu ezizayo.
Iphepha elichazayo: Ulwazi olukule nqaku lulungiselelwe kuphela, kungekuko njengesiphakamiso sokwenza izigqibo ngqo. Ukuba uyaphula umthetho ngamalungelo akho asemthethweni, nceda uqhagamshelane nokujongana nayo ngexesha.
IXESHA LOKUQALA: Aug-23 ukuya kwi-2021