1. Market Overview:
Domestic bauxite: chikamu chechipiri che2022 mugodhi wemugodhi unopa mamiriro akasimba kare, asi mitengo yakatanga kudonha mushure mekukwira.Pakutanga kwechikamu chechipiri, nekuda kwekupararira kwechirwere ichi munzvimbo dzakasiyana siyana munyika, mafambiro ekumutsiridzwa kwezvicherwa munzvimbo dzakasiyana-siyana munyika haana kumira zvakanaka sezvaitarisirwa.Kunyangwe kugadzirwa kwakawedzera, mamiriro ekutenderera kwemusika wenzvimbo anga asina kunaka, zvichikonzera kutonhora kwekutengesa mhepo, kugadzirwa kwealumina chirimwa kunoramba kuchidya zvinhu.Uye pakati pechikamu chechipiri, sezvo mamiriro edenda akadzikama zvishoma nezvishoma munyika yose, migodhi yakatanga zvakare zvakajairika uye kubuda kwakawedzera, uye sezvo mutengo wemigodhi inotengeswa kunze uri padivi repamusoro, zvinotungamirira kumutengo wemabhizimisi ealuminium kuchamhembe kweShanxi uye Henan inverted phenomenon, chikamu chekushandiswa kwekunze kwekunze kwakaderedzwa, kuwedzera kudiwa kwesimbi yemumba, mitengo yeore yakakanganiswa neizvi, mutengo wekuwedzera kwechikamu.
Bauxite inotengeswa kunze kwenyika: kutanga kwechikamu chechipiri che2022, mitoro yegungwa yakaramba ichidzikira mukutanga kugadzikana.Asi nekupera kwezororo reMay Day, masheya emafuta asina kuchena akadonha, mitengo yemafuta uye zvimwe zvinhu zvemusika zvakakonzera kukwira kwakanyanya kwekutakura zvinhu mugungwa, zvichikonzera kuwedzera panguva imwe chete yemutengo weiyo ore inotengeswa kunze kwenyika.Chechipiri, sezvo nhau dzekurambidzwa kweIndonesia kunze kwenyika dzakabuda zvakare muna Kubvumbi, basa remusika rakawedzera zvakare, uye mutengo weiyo ore inotengeswa kunze wakasimuka, pakati pawo, kutumira ore yeGuinea kuenda kumachiteshi eChinese kunogona kuita mari inosvika madhora makumi mana patani.Kunyangwe iyo ichangoburwa kuderera kwekutakura zvinhu mugungwa, asi kune kuunza ore mutengo kukanganisa kunogumira.
2. Kuongorora kwemusika:
1. Ore inogadzirwa mudzimba: yakakanganiswa nemamiriro ezvinhu akaoma emamiriro edenda munzvimbo dzakasiyana-siyana, kutangwazve kwekuchera munzvimbo dzakasiyana-siyana hakuna kufambira mberi sezvaitarisirwa pakutanga kwekota yechipiri.Chechipiri, nekuda kwematanho akasimba ekudzora mamiriro edenda munzvimbo dzakasiyana-siyana, zvekufambisa zvakadziviswa, zvinotungamira kune chaiyo nzvimbo yemusika wekutengesa nhau nguva nenguva, mhepo yemusika yakadzikama.Muchikamu chekupedzisira, sezvo mamiriro edenda akadzikama zvishoma nezvishoma, kufambira mberi kwemigodhi kwakatangazve uye kutenderera kwemusika kwakawedzera, asi gaka rekudiwa kwemigodhi yemumba rakanyanya kuoneka nekuda kwekushandiswa kukuru kwemaore mumabhizinesi ealuminium pakutanga, nekudaro, kupihwa uye kudiwa kweore kunoramba kwakasimba.Munguva pfupi yapfuura, nekuda kwekumanikidzwa kwemitengo yealuminium, kusanganisira yekuchamhembe kweShanxi neHenan alumina mabhizinesi akawedzera kudzvanywa kwemutengo, chikamu chakaderera chekushandiswa kwesimbi kubva kunze kwenyika, kudiwa kwemumba zvakare.
Panyaya yemutengo, iyo iripo mupurovhinzi yeShanxi ine makumi matanhatu muzana ealuminium, uye mutengo wesimbi yemumba ine aluminium-silicon reshiyo yegiredhi 5.0 iri pa470 yuan patani yemutengo usina chinhu kufekitori, ukuwo iyo iripo Dunhu reHenan rine makumi matanhatu muzana ealuminium, mutengo wesimbi yemumba ine aluminium-silicon reshiyo yegiredhi 5.0 iri pa480 yuan patani kana zvakadaro.Ikozvino mainstream muGuizhou ine 60% aruminiyamu, aluminium-silicon reshiyo ye6.0 giredhi yematombo emumba iri pa390 yuan patani kana zvakadaro kumutengo wefekitori.
2. Ore inotengeswa kunze kwenyika: nekuburitswa zvishoma nezvishoma kwealumina itsva yekugadzira simba kudzika pasi pakupera kwekota yekutanga, kugadzirwa kwechikamu ichi chesimba kunonyanya kutsamira pane inotengeswa kunze kwenyika;Kupinza ore kudiwa mukota yechipiri sese kuchiri kukwira.
Mutengo weiyo ore inotengeswa kunze kwenyika wakachinja muchikamu chechipiri, uye mutengo wakazara wakaramba uri padivi repamusoro.Kune rimwe divi, nekuda kwepesvedzero yemitemo yemhiri kwemakungwa, mapato mazhinji mumusika anobhadhara zvakanyanya kune inotengeswa kunze kwenyika, iyo inotsigira kushanda kwemitengo yemusika wekunze.Nekune rimwe divi, mwero wekutakura zvinhu mugungwa uchiri padanho repamusoro kana uchienzaniswa nenguva ya2021, yakakanganiswa nekubatana pakati pemitengo miviri, mutengo wesimbi inotengeswa kunze kwenyika pamwero wepamusoro musynchronism shock operation.
3. Outlook:
Domestic ore: yenguva pfupi bauxite yemusika mutengo wepakati wegiravhiti inotarisirwa kudzikamisa maitiro ese, asi mitengo ichiri kutarisirwa kukwira.
Import ore: mutengo uchangoburwa wekutakura zvinhu mugungwa wakadzikira, uchityaira mutengo wemugodhi wekunze zvishoma pasi.Asi musika wekupinzwa kunze kweore uchiri kuchengetedza kumwe kushushikana, kumwe kutsigirwa kwemutengo.
Nguva yekutumira: 30-11-2022