(1) Phepelo: Ho latela Esser Consulting, ka Phuptjane, theko ea tekanyetso ea anode ea fektheri e kholo ea aluminium e Shandong e theohile ka 300 yuan/ton, theko ea hajoale ea phapanyetsano ke 4225 yuan/ton, mme theko ea kamohelo ke 4260 yuan/ton.
(2) Tlhokahalo: Bekeng e felileng ka la 2 Phuptjane, lik'hamphani tse etellang pele tsa aluminium tsa malapeng li ile tsa sebetsa 64.1% ea bokhoni, e sa fetoheng ho tloha bekeng e fetileng, ho latela SMM. Beke feela sekhahla sa ts'ebetso ea li-cable tsa aluminium se ile sa phahama, sekhahla sa poleiti ea aluminium, sekhahla sa ts'ebetso ea profil ea aluminium ho latela tlhoko ea nako e seng e fokotsehile. Ka mor'a Phuptjane, phello ea nako e sa sebetseng e ile ea hlaha butle-butle, 'me litaelo tsa poleiti e' ngoe le e 'ngoe li bonts'a mokhoa oa ho theoha.
(3) Inventory: Ho tloha ka la 1 Phuptjane, lethathamo la LME e ne e le lithane tse 578,800, ho theosa le lithane tse 0.07,000 khoeli le khoeli. Receipt ea polokelo ea nako ea ho qetela e ne e le lithane tse 68,900, ho fokotseha ha letsatsi le letsatsi e ne e le lithane tsa 0.2,700. SMM aluminium ingots ingots lithane tse 595,000, ho theosa le lithane tse 26,000 ho tloha matsatsing a 29 a fetileng.
(4) Boleng ba Theko: Ho tloha ka la 1 Phuptjane, A00 aluminium ingot theko ea li-yuan tse 40, letsatsi le khoeli ho theoha li-yuan tse 20. Theko e hakantsoeng ea aluminium ea electrolytic ke 16,631 yuan/ton, e fokotseha ka li-yuan tse 3 ka letsatsi ha e bapisoa le khoeli e fetileng. Lithane tsa phaello ea aluminium 1769 yuan, letsatsi - ka khoeli - ho nyoloha ka 113 yuan.
Kakaretso ea tlhahlobo: mose ho maoatle, US ISM tlhahiso index bakeng sa May e ne e le 46,9, ka tlaase ho litebello tsa 47, le index ditefello tsa theko oela ho 44.2 ho tloha 53.2, monyetla oa ho 25 motheo oa ntlha Fed sekhahla nyoloha ka June o ile a theoha ka tlase ho 50%, litebello tsa ho phahama ha litekanyetso li ile tsa khutlela morao ho July, 'me index ea dollar e ile ea e-ba tlas'a khatello ea ho phahamisa theko. Ka lapeng, Caixin ea tlhahiso ea PMI e nyolohile ka liperesente tse 1.4 ho isa ho 50.9 ka Mots'eanong ho tloha ka Mmesa, ho fapana le PMI ea semmuso ea tlhahiso, e shebaneng haholo le likhoebo tse nyane le tse mahareng tse romellang thepa kantle ho naha, tse matlafatsang kholiseho ea 'maraka. Mabapi le metheo, phokotso ea oxidation le theko ea anode e fokotsa litšenyehelo tse hakantsoeng tsa ho qhibiliha, 'me tšehetso ea litšenyehelo e ntse e fokola. Patlisiso e tlase e bonts'a hore khaello ea tlhokeho nakong ea off-sehla e lebisa ho fokotseha ha litaelo poleiti ka 'ngoe. Hona joale, letheba qetellong ea aluminium ingot inventory oela ka tlase ho 600,000 letšoao, South China maraka tsoela pele phepelo khaello boemo ba, esita le tse tharo motheo phapang ka batlang e phahameng, theko ea nako e khutsoanyane aluminium e ntse e na le tšehetso e matla. Ka nako e mahareng, thekiso ea thekiso ea matlo e fela 'me kaho e ncha e fokola, litšenyehelo tsa ho qhibiliha le tsona li ntse li tsoela pele ho theoha, lithane tsa phaello ea aluminium ho atolosa bothata bo phahame, khopolo e khutšoanyane ea rebound.
Nako ea poso: Phup-09-2023
