Ngo-Agasti 17, Meng Wei, okhulumela ihhovisi leKhomishini Yezokuthuthukiswa Nokuvuselelwa Kwamazwe Nesigamu, i-Guangdong, i-shado, xinjia, kanti uJiangsu, uJiangsu, kanti uJiangsu wayeyizifundazwe ezi-9 (izifunda) engxenyeni yokuqala yalo nyaka. Ukuqina kokusetshenziswa kwamandla kunganciphisi unyaka nonyaka kodwa kwanda. Izinga lokuncipha kokusetshenziswa kokusetshenziswa kwamandla ezifundazweni eziyi-10 azange lihlangabezane nezidingo zenqubekela phambili, kanti isimo sezokwenziwa kwemvelo kazwelonke sinzima kakhulu. Lo mbhalo ufuna ukuthi izifundazwe eziyi-9 (izifunda) ezinamandla zawo zinganciphisi kodwa zikhule, kanye namadolobha aphezulu ancipha amandla okubukwa kwamaphrojekthi amakhulu ahlelwe ngumbuso. Futhi ugqugquzela zonke izindawo ukuthi zithathe izinyathelo ezisebenzayo zokuqinisekisa ukugcwaliswa konyaka wokusebenzisa amandla okusetshenziswa okubili, ikakhulukazi umsebenzi oqondiwe wokunciphisa amandla okusetshenziswa kwamandla.
Ukwahlulela ezifundazweni eziyi-9 (Qinghai, Ningxia, Guangxi, GuJian, Xaanxi, Xaanxi, kanye ne-Jiangsu) Lapho amandla okuqala angazange ashise khona kodwa akhuphuka abakhiqizi abakhulu be-aluminium, i-zinc, kanye ne-tin. Isifunda. Ngo-2020, umphumela we-aluminium oyinhloko kulezi zifundazwe eziyi-9 uzolandisa nge-40% yezwe, umphumela we-zinc isot uzolandisa ngo-46.1 I-Ingot yezwe, futhi umphumela we-tin Ingot uzolandisa nge-59% yezwe.
NgoMeyi nangoJulayi, uYunnan, uGuangdong, noGuangdong, baye benza imijikelezo emibili yokunciphiswa kukagesi kanye nemikhawulo yokukhiqiza, eyadala ukuphazamiseka okukhulu ekuphumeni kwalezi zinhlobo ezintathu. Ngokombono wamanje, izindawo ezisezingeni lokuqala lezexwayiso zifaka i-Yunnan neGuangxi, lapho ugesi nokukhiqiza kuncishiswe kakhulu kulesi sigaba, futhi ukumboza izindawo ezibalulekile zokukhiqiza ze-electolytic aluminium ne-zinnidxing ne-shaanxi ne-shaanxi. Ngakho-ke, akunqunyelwe ukuthi izinhlobo ezingezona ezingezinhle zizokwanda ziphinde zandiswe ku-XINJIANG, Shaanxi, Guangdong nezinye izindawo. Ngokuzayo, kuyadingeka ukunaka kakhulu inqubomgomo yokuncishiswa kukagesi nokukhiqizwa. Uma ukulawulwa kokusetshenziswa kwamandla kukhuphuka ngokwengeziwe esikhathini esizayo, kungahle kube nomthelela ongeyena ongemuhle ekuhlinzekeni okubuthakathaka okuvele.
Ngaphezu kwalokho, iGuangdong neJiangsu zombili izifunda ezibalulekile zokusetshenziswa. Ngakho-ke, uma amandla nokukhiqizwa kukhawulelwe kulezi zindawo ezimbili esikhathini esizayo, ukusetshenziswa emkhakheni ongewona umfazi kuzonqunyelwa.
Ngokuvamile, ngaphansi kokulawulwa kokusetshenziswa kwamandla, izingqinamba eziseceleni kwezimpahla zemikhiqizo engemihle (i-aluminium, i-zinc, i-tin) kuzoba mkhulu kunomthelela ekusetshenzisweni. Ngasikhathi sinye, kunethuba eliphakeme kakhulu lokuthi ukuphazamiseka ohlangothini lokuhlinzekwa komkhakha ongewonakele kuzoqhubeka nokugijima isikhathi eside ngokuzayo.
Ukuhlinzekwa kwemakethe ye-aluminium nokufuna umbono
NgoMeyi 11, uYunnan wasebenzisa umkhiqizo omile i-aluminium ye-electrolytic esifundazweni, edinga ukuncishiswa okungu-10% komthwalo; NgoMeyi 18, ukwanda kokuncishiswa kwamandla kudinga ukwehliswa okungu-40% komthwalo. Kusukela ngoMeyi 31, ngokwesimo sokulandela umkhondo, isilinganiso sangempela sokwehliswa kokukhiqiza sasingaphezu kwama-20%, okusho ukuthi isilinganiso sokuncishiswa kokukhiqiza kule ndawo singamathani angama-880,000.
Kusukela maphakathi noJulayi, uYunnan uphinde wavimbela ugesi nokukhiqizwa. Phakathi kwazo, izinkampani ze-aluminium zifuna ukusikeka okungu-25%. Evikini lesibili lika-Agasti, izinkampani ze-aluminium zaqala ukusebenzisa ukuncishiswa kwama-30% ekukhiqizweni. Esontweni lokuqala lika-Agasti, iGuangxi yajoyina ukuncishiswa kwamandla, nezinkampani ze-aluminium zisika amandla ngo-10%; Futhi edinga izinkampani ze-aluminium ukuthi zisebenzise umkhawulo wokukhiqiza ezingama-30% ngaphambi kuka-Agasti 15. Umthelela we-aluminium ngalesi sikhathi ulinganiselwa ezingeni lamathani angama-400,000 kuya kwangama-500,000 kuya kwangama-500,000 amathani. Ngasikhathi sinye, amathani angama-880,000 avale ngaphambili eYunnan ngokuyisisekelo angenathemba lokuqalisa ukukhiqizwa ngo-Agasti.
Ngakho-ke, ukuphuma kwe-aluminium yasekhaya kuqhubekile ukwehla unyaka wonke. Ngokusho kokuhlelwa okunempilo kakhulu kokuhlelwa kokuhlelwa, okuphumayo okuyisisekelo kwe-aluminium ngo-2021 kulindeleke ukuthi kube ngamathani ayizigidi ezingama-39.1, okuphakeme kunesibikezelo ekuqaleni konyaka. Okuphumayo kwawa ngamathani angama-900,000. Ngo-Agasti 17, ngemuva kokumenyezelwa kokuphothulwa kokulawulwa kwamandla kokusetshenziswa kwamandla engxenyeni yokuqala yonyaka, ingcindezi emikhawulweni yokukhiqiza ekwandiswe kakhulu, futhi kulindeleke ukuthi ukuphuma kwe-aluminium okwalandela kuyokwehliswa.
Ngasikhathi sinye, ukusetshenziswa kwasekhaya okukhishwe phansi ngo-Agasti futhi kwaqala ukuguqukela kancane kancane esikhathini sendabuko. Isikhathi esiphakeme sendabuko kusuka ngoSepthemba kuya ku-Novemba sizoqhuba ukusetshenziswa ngenyanga ngenyanga.
Umbhali ubikezela ukuthi ngisho nokulahla izinhlanzi nokungenisa izithasiselo, ishidi elilinganiselwe lokuhlinzekwa kwe-aluminium kanye nokufunwa kuzohlala kusesimweni esisekupheleni konyaka kungasekupheleni kwamathani angama-600,000-650,000 ngonyaka owedlule.
Sekukonke, intengo ka-20,000 yuan / ton ayikakubonisi ngokuphelele ukuhlinzekwa kwe-aluminium yesikhathi esizayo kanye nephethini. Ukuchithwa kohlangothi lwezokuphakelwa, ukulungiswa komkhakha wabathengi kanye nokuba khona kokuphindaphindeka kwaphesheya kwesidingo, ikakhulukazi ukuphazamiseka kohlangothi oluhlinzekwayo, kulindeleke ukuthi kufakwe i-Aluminium Sheet, isikhathi se-Aluminium Amanani okuvuka kulindeleke ukuthi avulwe.
Ukuhlinzekwa kwemakethe ye-zinc futhi kufunwa umbono
Kusukela maphakathi noMeyi, uYunnan waqala ukusebenzisa inqubomgomo yokuguga kwamandla amandla, futhi iningi lamabhizinisi endawo ama-zinc anciphisa umthwalo wamandla. Ingahlukaniswa izigaba eziningana: Isigaba 1: Meyi 10 noMeyi 17 amasonto amabili umthwalo wegesi wehle ngo-10%; Isigaba sesibili: amasonto amabili kaMeyi 24 nangoJuni 1, ukuncishiswa komthwalo kagesi kwandiswa ngokushesha ku-30% -50%, ngisho namanye amabhizinisi amisa ukukhiqizwa; Isigaba sesithathu: June 7th zhou yunnan smelter umkhawulo we-moresed maslage, futhi ukukhiqizwa kancane kancane kwaqala ngo-Juni ngo-Juni ngasekupheleni kukaJuni. Ukukhishwa kukaYunnan's Zinc Smorelting kusuka ngoMeyi kuya kuJuni kulinganiselwa ukuthi kube ngamathani angama-30,000.
Kusukela ngoJulayi 14, uYunnan uphinde wavimbela ugesi nokukhiqizwa, edinga izinkampani zokushaya ama-zinc ukunciphisa umthwalo wazo ngo-5% -40% ngesikhathi sokusetshenziswa kukagesi okuphezulu; Ukwehliswa komthwalo ngo-Agasti kwake kwandiswa ku-5% -50%, futhi amandla aqalayo aqala engxenyeni yesibili ka-Agasti. Ukulungisa okuncane. Ngasikhathi sinye, isifunda saseGuangxi sibuye sajoyina amandla kagesi ngo-Agasti, futhi amabhizinisi endawo ahamba e-Zinc anciphisa umthwalo cishe ngama-50%. Izinkampani ngazinye eMongolia yangaphakathi nazo zisebenzisa umkhawulo wamandla angaphansi kwe-10% ngo-Agasti. Umthelela we-kagesi Curtailment ekukhishweni kwe-zinc smelting ngoJulayi kulinganiselwa ukuthi ube ngamathani angama-10,000, futhi kungadlula amathani angama-20,000 ngo-Agasti.
Ngaphezu kwalokho, ngo-Agasti 16, kwenzeke ingozi enkulu yezokuphepha ebhizinisini lokuhola le-zinc e-Interner Mongolia. Ukukhiqizwa kwayo okuholayo okuholayo kumisiwe, futhi ukukhiqizwa kwayo kweZinc Smelting nakho kubhekene nokungaqiniseki okusobala maphakathi ne-term.
Ngakho-ke, ukwanda kokukhishwa kweZinc Smelting okufuywayo ngoJulayi kwakungaphansi kakhulu kunalokho obekulindelwe, futhi ukuphuma kwenyanga ngenyanga ngo-Agasti kuzokuqala futhi. Kamuva kulo nyaka, izinga lokukhuphuka kokukhishwa kwezilwane ezifuywayo lizokwehliswa.
Kulesi sigaba, ukusungula kwe-zinc Ingot kuguquguquka ngokuyisisekelo ezindaweni eziphansi zamathani ayi-110,000-120,000, futhi indawo yasekhaya ikhombisa i-premium, ikakhulukazi eGuangdong. Iphrimiyamu isobala ngokwengeziwe; Kulindeleke ukuthi ukusungulwa kwe-Inot ye-Zinc Ingot kuzoqhubeka ku-100,000 kamuva kulo nyaka- izinga lamathani ayi-150,000.
Ngesengezo esikhulu sokulahla imfucumfucu, ukuhlinzekwa kwe-zinc Ingot kanye nokufunwa kungasuka ekulinganiselweni okuqinile ku-subplus encane ngokuhamba kwesikhathi kulo nyaka, kepha ubukhulu bensalela buncane.
Ngamafuphi, umkhawulo wokukhiqizwa we-zinc smelling esifundeni eseningizimu-ntshonalanga uyagcinwa, futhi uhlangothi lokuphumula luzophazamiseka noma lujwayelekile ngokuhamba kwesikhathi kulo nyaka. Ngasikhathi sinye, ukusetshenziswa kwaphesheya kwezilwandle kwaqhubeka nokwenza ngcono, futhi izwe laqala ukuguquguquka kancane kancane ekusetshenzisweni kwe-Peak Ukusetshenziswa. Ukulahlwa kwezindawo ezigciniwe kungakhulisa amazinga we-zinc Inventory ngezigaba, kepha izinga lokukhuphuka lingalinganiselwe. Esikhathini esifushane, amanani e-zinc kulindeleke ukuthi akhuphuke afike ku-23,000 -23.2 million yuan / ton. Esikhathini esiphakathi nendawo, kungaba nzima ngamanani entengo ze-zinc ukuze aphule emakethe ebonakalayo ecacile.
Ukuhlinzekwa kwemakethe yeTin futhi kufunwa umbono
Ukusatshalaliswa komkhiqizo we-TIT kugxile kakhulu, futhi ukunikezwa kwamazwe aphambili akhiqizayo kuphazamiseka njalo
Ukusatshalaliswa kokukhiqizwa kwe-tin okucwengekile emhlabeni kugxile kakhulu. Ngo-2020, iChina, i-Indonesia naseMalaysia izolandisa ngo-75,2% womphumela womhlaba e-Asia. Ukusatshalaliswa kokukhiqizwa kwe-tin okucwengekile eChina nakho kugxile kakhulu. Ukukhiqizwa kwethini okucwengekile eGuangxi noYunnan ndawonye kubiza ama-59% wezwe.
Kusukela ekuqaleni kwalo nyaka, isimo se-ebhubhane e-Indonesia, eMalaysia naseMyanmar siqhubekile ekubuyiselweni, okunciphise ukwelulama kwamazwe amakhulu akhiqiza amathayela e-Ashia eSoutheast Asia. Ukukhishwa kweqembu laseMalaysian Smelting Group ne-Tianma Ekota yokuqala, ukuphuma kwe-tianma okucwengezelayo kwehla yiminyaka eyi-10,000 yonyaka. , Roskill, Isikhulu seqembu lokubhema laseMalaysian, lilindele ukunciphisa ukukhiqizwa ngamathani angama-50-10,000 kulo nyaka.
Kusukela ekuqaleni kwalo nyaka, ukuqubuka eMyanmar akuzange kuthinte kuphela ukukhiqizwa kwayo, kodwa futhi kwathinta nokukhishwa kwamasiko amachweba amaShayina. Ngenxa yokuqubuka eMyanmar, iRuli Port yaseYunnan iye yahlolwa izivivinyo eziningi ze-nucleic acid kanye nokuvalwa kwawo wonke abasebenzi, okuthinte ukungeniswa kwezinyawo ezifuywayo ezingeni elithile. Ngasikhathi sinye, ukuhlolwa kwezemvelo ngo-Ephreli, ukusikeka kwamandla eYunnan kusukela maphakathi noMeyi kanye noGuangxi Ukuncishiswa kwamandla ngo-Agasti kuphazamise ngokuphelele ukukhiqizwa kwe-Tin okucwengekile.
I-Electricity Curtailment yabangela ukuthengiswa okungalindelekile kokuhlinzekwa kwasekhaya
NgoMeyi, ngenxa yokushoda kwamandla eYunnan, wonke ama-tin smelters ngaphandle kwe-yunxi avalwa. Ngaleyo nyanga, ukukhiqizwa kwe-tin ingot yasekhaya kwakucishe kube ngamathani angama-2 000 aphansi kunalokho obekulindelwe ekuqaleni kwenyanga. NgoJuni 28, i-YunXi ukulungiswa kwe-underwent ngaphandle kwezinsuku ezingama-45. Ukukhiqizwa kwe-tin isot ye-China kwaqhubeka nokuphazamiseka kakhulu. NgoJulayi, umphumela we-tin ingot wawela ngamathani angama-2,800 ukusuka enyangeni edlule. Maphakathi no-Agasti, i-YUNXI yatholakala kancane kancane, kepha iGuangxi yaphazanyiswa ukusikwa kwamandla, okulinganiselwa ukuthi kuthinte ukukhiqizwa kwamathani acishe kube ngu-1 000, okuzothinta inqubekela phambili yokuvuselelwa kokuvuselelwa kokukhiqizwa kwe-Tin okucwengekile.
Kusukela ngoMeyi, ukuzuza ekukhuleni okuqinile kokusetshenziswa kwe-Tin averseas, iwindi lokuthekelisa iTin Export liye laqhubeka nokuvula, futhi ukuthunyelwa kwama-Ingot kwe-Tin Ingot kuye kwanda kakhulu, futhi ukuthungwa kwe-Tin Smoreng kweChina kuthintekile ngenxa yamandla e-yunnan naseGuangxi. Amasheya we-tin asele erekhondi, futhi womabili amasheya eShanghai neLondon akhombisa isimo esiqinile kakhulu.
I-Tin yokusungula ebonakalayo iyaqhubeka nokuncipha
Ngokusukela ngo-Agasti 13, i-LME + Shse Tin Inventory yayingamathani angama-3,57, ukwehla kwamathani angama-3,708 ukusuka ekupheleni konyaka odlule kanye nokwehla kwamathani angama-5,236 kusuka esikhathini esifanayo ngonyaka owedlule. Ngaleso sikhathi esifanayo, amasheya kaShanghai tin awela cishe amathani ayi-1,500, okwakuyizinga eliphansi kakhulu kusukela kuhlu, ngenkathi uLuni ehlala ezingeni eliphansi lamathani angaba ngu-2 000. Kuwo wonke, ukusungulwa kwethayela okuvelele kukhombisile ukuthambekela okuqhubekayo okuqhubekayo.
I-Lun Tin Spot and Shanghai Tin Spot Premium ahlala ephezulu
Ngenxa yokusungula okuphansi kwe-tin eShanghai naseLondon, i-Lunxi Cash-3M igcine irekhodi eliphakeme kusukela ngoFebhuwari, ngenkathi amaphrimiyamu weShanghai Tin Spot nezephulelo akhuphukile kakhulu kusukela ngoJuni. Amaphrimiyamu weShanghai Tin Spot Premium angama-5,000 yuan / ton. Futhi kusezingeni eliphakeme kakhulu emlandweni. Lokhu kukhombisa ukuthi ngaphansi kwesizinda sempahla ephansi ngokuphelele, womabili ama-shanghai neLondon Tin Spot asesimweni esiqinile kakhulu.
Kukonke, uhlangothi oluhlinzekwayo lwe-tin luyaqhubeka luphazamisekile, futhi ukusetshenziswa kusizile ku-Boom ephezulu eqhubekayo kuma-semiconductors. Amasheya we-LME + Shfe tin awile ukurekhoda imidwebo, futhi i-ting ingots iyaqhubeka nokukhombisa isimo esiqinile. Ngenxa yomthelela wobhubhane, amazwe akhiqizayo akhiqizayo e-ashia eSoutheast Asia anciphise ukululama ukukhiqiza, futhi izwe liye laqhubeka liphazamise amandla amandla nezinye izinkinga, ikakhulukazi eYunnan naseGuangxi, izindawo eziphambili ezikhiqiza ama-Ingots asekhaya. Kulesi simo, i-shanghai tin kulindeleke ukuthi ishaye ama-250,000 yuan / ton ezinyangeni ezintathu ezizayo.
Ukuzikhulula: Imininingwane equkethwe kule ndatshana ingesethenjwa kuphela, hhayi njengesiphakamiso sokwenza izinqumo ngokuqondile. Uma ungazange wephule ngamalungelo akho asemthethweni, sicela uxhumane futhi ubhekane nakho ngesikhathi.
Isikhathi sePosi: Aug-23-2021