Alumina qhov twg mus
Lub Kaum Hli 20 Xov Xwm: Tus nqi nce ntxiv, txhim kho kev thov thiab kev xa khoom, nyob rau hauv kev cuam tshuam ntawm kev cuam tshuam hauv peb lub hlis twg alumina yav tom ntej yog tus cwj pwm nce siab, Tus nqi yav tom ntej tau nce mus rau 3203 yuan / ton, tom qab nkag mus rau lub Cuaj Hli, lubalumina yav tom ntejtus nqi qhib ib tug dav volatility qauv, tom qab lub teb chaws hnub so, tus nqi nce thiab downs yog ntau pom tseeb, feem ntau yog vim muaj kev hloov nyob rau hauv lub hauv paus, cov khoom ntawm ntau lawm yog tsis xav kom coj mus rau lub muaj zog kev muaj tiag thiab tsis muaj zog kev cia siab ntawm ntev- lub sij hawm easing ntawm qhov tsis sib xws, ntxiv rau, tus nqi poob ua rau cov alumina hauv qab qhov kev txhawb nqa tsis muaj zog. Tom qab nkag mus rau lub quarter thib plaub, qhov kev ua tau zoo ntawm cov khoom siv thiab kev thov yog dab tsi? Yuav txhais li cas tus nqi alumina yav tom ntej?
Kev tsim khoom ntawm electrolytic aluminium yog ruaj khov ib ntus
Nyob rau lub Cuaj Hli, cov khoom siv hluav taws xob hluav taws xob hauv tsev muaj peev xwm nce me ntsis, feem ntau yog vim qhov txuas ntxiv ntawm qee qhov peev txheej hloov pauv hauv Yunnan thiab Guizhou, qee qhov kev lag luam tau tshwm sim me me, thiab lub peev xwm ntawm lwm qhov chaw tsis hloov ntau, txawm li cas los xij, vim mus rau lub domestic aluminium dej piv tau nce lub hli-rau-hli, ua rau poob qis me ntsis hauv cov khoom siv hluav taws xob hluav taws xob hauv tsev nyob rau lub Cuaj Hli, National Bureau of Statistics tau tshaj tawm tsab ntawv ceeb toom qhia tias, Tuam Tshoj tus thawj aluminium (electrolytic aluminium) ntau lawm nyob rau lub Cuaj Hli yog 3.58 lab tons, nce 5.3% xyoo rau xyoo. Thaum Lub Kaum Hli, cov khoom siv hauv tsev tsis xav tias yuav hloov pauv, cov khoom siv hauv tsev electrolytic aluminium concentrated resumption ntawm kev tsim khoom yog qhov pib ua tiav, lossis tsis muaj kev rov ua haujlwm loj ntawm kev tsim khoom yuav tsum nyob rau hauv lub xyoo, tam sim no.electrolytic aluminiumKev lag luam tau txais txiaj ntsig, raws li Mysteel kev tshawb fawb thiab kev suav qhia tau hais tias nyob rau lub Cuaj Hli 2023, qhov hnyav nruab nrab ntawm Tuam Tshoj txoj kev lag luam electrolytic txhuas yog 15,845 yuan / ton, nce 81 yuan / tuj los ntawm lub hli dhau los. Qhov nce ntawm cov nqi txhuas tau ntau dua li qhov nce ntawm cov nqi, uas ua rau nce qhov nyiaj nruab nrab ntawm kev lag luam electrolytic aluminium hauv lub Cuaj Hli. Raws li kev txhawb nqa ntawm cov txiaj ntsig zoo dua, cov lag luam feem ntau tuav ruaj khov ntau lawm, thiab tsis muaj kev txo qis hauv lub sijhawm luv.
Nyob rau lub quarter thib peb ntawm lub xyoo no, cov dej nag hauv Yunnan tau zoo dua qub, tab sis tom qab nag lossis daus tau nce mus txog qhov siab tshaj plaws thaum Lub Yim Hli, nag lossis daus hauv lub Cuaj Hli tau poob qis xyoo ib xyoos. Los ntawm qhov xwm txheej kwv yees thaum Lub Kaum Hli, nag lossis daus hauv Yunnan tseem tsawg dua li niaj zaus, thiab qhov muaj peev xwm ntawm huab cua qhuav nyob rau xyoo no lub caij qhuav tsis tuaj yeem txiav tawm. Nws tau tshaj tawm tias nkag mus rau ib nrab ntawm lub Cuaj Hlis 2023, tus nqi hluav taws xob ua lag luam hauv Yunnan Xeev tau pib nce siab. Nyob rau hauv lub thib ob ib nrab ntawm lub hli, tus nqi nruab nrab ntawm kev sib pauv tau nce mus rau ntau tshaj 0.19 yuan. Txawm li cas los xij, kev cia dej zoo dua li qhov kev cia siab hauv Yunnan tuaj yeem txo qhov kev pheej hmoo ntawm kev txo qis hauv cov khoom hauv zos thaum lub caij qhuav. Yog li ntawd, los ntawm qhov tam sim no qhov teeb meem ntawm electrolytic aluminium refinery, ua ntej tuaj txog ntawm lub caij qhuav, aluminium ingots los yog tseem yuav tso tawm ib co ntawm incremental, yuav tsum tau mus txuas ntxiv pib ntawm electrolytic txhuas nyob rau hauv Lub kaum hli ntuj, los yog yuav tsav lub alumina lag luam thov maj mam nce. Tom qab lub caij qhuav tuaj, nws tseem yuav tsum tau them sai sai rau lub zog ntawm cov khoom siv hluav taws xob hauv cov chaw tsim khoom loj ntawm kev ua haujlwm ntawm electrolytic aluminium refineries.
Alumina mov tseem nruj nyob rau lub sij hawm luv luv tab sis xav tias yuav nce ntxiv rau lub sijhawm ntev
Los ntawm qhov xwm txheej tam sim no, cov khoom siv bauxite hauv tsev yog qhov nruj, nws tau tshaj tawm tias cov mine hauv tsev tsis muaj cov xov xwm tsim tawm ntxov, feem ntau yog nyob hauv Shanxi thiab Henan, thiab cov dej nag nyob rau sab qaum teb muaj qee yam cuam tshuam rau kev tsuas, Tsis tas li ntawd, vim Guizhou kev tshuaj xyuas ib puag ncig, kev hloov kho tsuas tsis tau ua tiav, ua rau cov khoom lag luam nruj nruj. Nyob rau hauv cov nqe lus ntawm imports, qhov cuam tshuam ntawm Guinea lub caij los nag ntawm lub sij hawm shipping tau txo cov ntshuam ntawm ore. Tsis tas li ntawd, tsis ntev los no, Australian tsoom fwv tau txiav txim siab suav nrog hlau ore, bauxite thiab coking thee thiab lwm yam minerals nyob rau hauv nws "cov ntaub ntawv tseem ceeb", uas tau ua rau muaj kev txhawj xeeb thoob plaws, SMM kev tshawb fawb thiab kev tshuaj xyuas, yog bauxite suav nrog hauv cov npe tseem ceeb ntawm cov minerals. Australia tau dhau los ua qhov tseeb, kev ruaj ntseg ntawm Tuam Tshoj cov khoom siv bauxite tuaj yeem ua rau muaj kev pheej hmoo. Tuam Tshoj tau xa tawm txog 35 lab tons ntawm bauxite ib xyoos los ntawm Australia nyob rau xyoo tas los no, thiab kev pheej hmoo ntawm kev nom kev tswv tuaj yeem ua rau cov khoom xa tuaj thiab cov nqi hloov pauv.
Ntxiv nrog rau cov khoom siv nruj ntawm bauxite, alumina refinery ntau lawm kuj cuam tshuam los ntawm cov khoom siv commissioning thiab tu. Los ntawm cov xwm txheej tam sim no ntawm cov khoom lag luam, tom qab hnub so, kev tsim khoom hauv tsev alumina refinery tsis du, ntau lub tuam txhab alumina nyob rau sab qab teb thiab sab qaum teb ntawm lub teb chaws rov pib ua haujlwm qeeb, alumina cov lag luam nyob rau sab qab teb hnub poob ntawm cov concentrated roaster. overhaul, thiab Chongzuo ibaluminacog cuam tshuam los ntawm ore nro nyuaj rau kev ua tiav ntau lawm, qhov nce hauv cov khoom siv tom qab hnub so yog qhov qis dua li qhov xav tau, ua rau lub lag luam hnyav tuaj yeem ntws qhov chaw nro. Tsis tas li ntawd, tom qab nkag mus rau lub caij nplooj zeeg thiab lub caij ntuj no, cov cheeb tsam sab qaum teb tuaj yeem muaj peev xwm txo qis ib puag ncig, txawm hais tias qhov luv luv roasting yuav muaj kev cuam tshuam rau qhov kawg ntawm kev tsim khoom, tab sis nws yuav ua rau txo qis hauv cov khoom noj, chaw lag luam yog nruj, thiab tus nqi muaj lub sij hawm luv luv. Txawm li cas los xij, nyob rau hauv kev pom ntawm tag nrho cov peev txheej ntawm alumina thiab kev txwv tsawg dua ntawm kev rov pib dua ntawm kev tsim khoom, cov khoom siv mus sij hawm ntev tseem xav tias yuav nce ntxiv, los yog yuav txwv nws qhov upside.
Zuag qhia tag nrho, tus nqi ntawm alumina tau poob qis piv nrog rau lub sijhawm dhau los, thiab cov khoom siv thiab kev xav tau yog nyob rau hauv qhov muaj zog thiab kev cia siab tsis muaj zog, nyob rau hauv qhov kev cuam tshuam ntawm qhov no, lub volatility ntawm alumina yav tom ntej yog pom tseeb dua. Txawm hais tias qhov kev thov luv luv ntawm electrolytic aluminium refinery ntau lawm yog qhov ruaj khov, cov khoom lag luam ntawm alumina cov lag luam rov pib ua lag luam qeeb, thiab lub hauv paus tsis ntev los no nthuav dav ntawm qhov kev thov rau kev lag luam tam sim no tau ua rau muaj kev kub ntxhov hauv khw muag khoom, tus nqi lag luam tau ua lub zog txhawb nqa, tus nqi ntawm qhov chaw yuav tsav tus nqi yav tom ntej kom rov qab mus rau qhov tseem ceeb, qhov luv luv alumina yav tom ntej hauv qab no lossis tseem muaj qee qhov kev txhawb nqa. Txawm li cas los xij, tom qab tuaj txog ntawm lub sij hawm qhuav, electrolytic aluminium nroj tsuag tseem tab tom ntsib qhov muaj peev xwm ntawm kev txiav ntau lawm, thiab cov khoom siv mus sij hawm ntev ntawm alumina tseem xav tias yuav nce ntxiv, cov khoom siv thiab kev thov ntawm alumina tuaj yeem tig xoob, thiab cov nqi them nqi. logic yuav dominate.
