Gulu lofufuza za aluminiyamu la Mysteel linafufuza ndikuyerekeza kuti mtengo wonse wapakati wa makampani opanga aluminiyamu amagetsi ku China mu Epulo 2022 unali 17,152 yuan/tani, kukwera ndi 479 yuan/tani poyerekeza ndi Marichi. Poyerekeza ndi mtengo wapakati wa 21569 yuan/tani wa Shanghai Iron and Steel Association, makampani onse adapeza phindu la 4417 yuan/tani. Mu Epulo, zinthu zonse zogulira zidasakanizidwa, zomwe mtengo wa alumina udatsika kwambiri, mtengo wamagetsi udasinthasintha m'madera osiyanasiyana koma magwiridwe antchito onse adakwera, ndipo mtengo wa anode yophikidwa kale udapitilira kukwera. Mu Epulo, mitengo ndi mitengo zidapita mosiyana, ndi mitengo ikukwera komanso mitengo ikutsika, ndipo phindu lapakati la makampaniwo linatsika ndi 1541 yuan/tani poyerekeza ndi Marichi.
Epulo chifukwa cha mliri wa m'dziko muno wawonekera ndipo mkhalidwe woipa wa m'deralo, pa kuchuluka kwa ndalama pamsika wonse, nyengo yachikhalidwe yachikale sinafike, ndipo pamene kuwonongeka ndi kupewa ndi kuwongolera mliri kukukula, omwe akutenga nawo mbali pamsika pa nkhawa za kukula kwachuma chaka chino akukwera, kuphatikiza mphamvu zopangira aluminiyamu yamagetsi ndi kutulutsa kwatsopano kwa kupanga kukupitilirabe kukwera, mitengo yomwe ikupezeka ndi yayikulu kuposa kusagwirizana kwa kapangidwe kake komwe kali kofooka, komwe, kumakhudza phindu la makampani.
Makampani opanga aluminiyamu amagetsi a Epulo ayenera kubweretsa mitengo yawo yamagetsi yapakhomo, pomwe chitsimikizo cha mfundo zokhazikika zamitengo m'makampani onse a malasha, koma chifukwa cha malo opangira magetsi odzipangira okha amakampani opanga aluminiyamu amagetsi ambiri alibe dongosolo lalitali logwirizana, lomwe lakhudzidwa ndi kufalikira kwa zinthu zakunja monga mayendedwe, kusokonezeka kwa ngozi ya daqin line, kuphatikiza ndi zomwe zidawonekeranso mu 2021, nkhawa za kusowa kwa malasha, malo opangira magetsi odzipangira okha a fakitale ya aluminiyamu akuwonjezera kuchuluka kwa malasha, mitengo yogulira malo nayonso idakwera moyenerera.
Deta yaposachedwa kuchokera ku National Bureau of Statistics yawonetsa kuti kuchuluka kwa malasha osaphika kuyambira Januwale mpaka Marichi kunali matani 1,083859 miliyoni, kukwera ndi 10.3% pachaka. Mu Marichi, matani 396 miliyoni a malasha osaphika adapangidwa, kukwera ndi 14.8% pachaka, ndi maperesenti 4.5 kuposa Januwale-Febuluwale. Kuyambira Marichi, mfundo zowonjezera kupanga ndi kupereka malasha zalimbikitsidwa, ndipo zigawo zazikulu zopangira malasha zayesetsa kwambiri kugwiritsa ntchito mphamvu ndikukulitsa mphamvu kuti ziwonjezere kupezeka kwa malasha. Nthawi yomweyo, chifukwa cha kuwonjezeka kwa magetsi amadzi ndi mphamvu zina zoyera, malo opangira magetsi ndi ena omwe akufuna kwambiri amayang'anira liwiro logula. Malinga ndi ziwerengero za Mysteel, kuyambira pa Epulo 29, malo osungira malasha onse m'malo 72 mdzikolo anali matani 10.446 miliyoni, ndi matani 393,000 ogwiritsidwa ntchito tsiku lililonse ndi masiku 26.6 a masiku omwe alipo, adakwera kwambiri kuchokera pa masiku 19.7 mu kafukufukuyu kumapeto kwa Marichi.
Poganizira za kugula ndi kutumiza malasha, malinga ndi mtengo wapakati wa malasha pamwezi, mtengo wapakati wamagetsi wodzipangira wokha wa makampani onse mu Epulo unali 0.42 yuan/KWH, 0.014 yuan/KWH wokwera kuposa wa Marichi. Pa mphamvu yogwiritsa ntchito magetsi odzipangira wokha, mtengo wapakati wamagetsi unakwera ndi pafupifupi 190 yuan/tani.
Poyerekeza ndi mwezi wa Marichi, mtengo wamagetsi wogulidwa wa mabizinesi a aluminiyamu apakhomo unakwera kwambiri mu Epulo, ndipo kuchuluka kwa malonda amagetsi kunakwera kwambiri. Mtengo wamagetsi wogulidwa wa mabizinesi sunalinso njira yotsekera ya mtengo umodzi m'zaka ziwiri zapitazi, koma unasintha mwezi ndi mwezi. Palinso zinthu zambiri zomwe zimakhudza mtengo wamagetsi wogulidwa, monga coal-electricity linkage factor ya power plant, mtengo wamagetsi woperekedwa ndi aluminium plant, komanso kusintha kwa mphamvu yoyera mumagetsi ogulidwa. Kugwiritsa ntchito mphamvu zambiri chifukwa cha kupanga kosakhazikika kwa electrolytic aluminiyamu ndiye chifukwa chachikulu cha kukwera kwa mtengo wamagetsi wa mabizinesi ena, monga Guangxi ndi Yunnan. Ziwerengero za kafukufuku wa Mysteel, mu Epulo mabizinesi a aluminiyamu adziko lonse lapansi kuti agwiritse ntchito mtengo wamagetsi wolemera wa 0.465 yuan/degree, poyerekeza ndi mwezi wa Marichi unakwera ndi 0.03 yuan/degree. Pa mphamvu yopangira pogwiritsa ntchito grid power, kuchuluka kwapakati pamitengo yamagetsi pafupifupi 400 yuan/ton.
Malinga ndi kuwerengera kwathunthu, mtengo wamagetsi wapakati wolemera wamakampani opanga aluminiyamu amagetsi ku China mu Epulo unali 0.438 yuan/KWH, 0.02 yuan/KWH wokwera kuposa wa Marichi. Chikhalidwe chake ndichakuti liwiro la kutumiza kunja lidzasinthidwa pamene zinthu zosungiramo aluminiyamu za malasha zikutsimikizika. Mtengo wa malasha pakadali pano ukukumana ndi zinthu zambiri zomwe zimakhudza. Kumbali imodzi, ndi kukhazikitsa mfundo zowonetsetsa kuti mitengo ikupezeka ndikukhazikika. Kumbali ina, kufunikira kwa magetsi kudzawonjezeka ndi mliriwu, koma zopereka za magetsi amadzi zipitilira kukwera nyengo yamvula ikubwera. Komabe, mtengo wamagetsi wogulidwa udzatsika. Kum'mwera chakumadzulo kwa China walowa nyengo yamvula, ndipo mtengo wamagetsi wamakampani opanga aluminiyamu amagetsi ku Yunnan udzatsika kwambiri. Pakadali pano, makampani ena omwe ali ndi mtengo wapamwamba wamagetsi akuyesetsa kuchepetsa mtengo wamagetsi. Ponseponse, ndalama zamagetsi zamakampani zidzatsika mu Meyi.
Mitengo ya alumina kuyambira theka lachiwiri la February inayamba kukulirakulira, ndipo kuchepa kwa March yonse, kumapeto kwa March kunali kufooka, mpaka kumapeto kwa April, kubwereranso pang'ono, ndipo mu April electrolytic aluminiyamu yoyezera mtengo ikuwonetsa kuti mtengo wa alumina unatsika kwambiri. Chifukwa cha kusiyana kwa kapangidwe ka zinthu ndi kufunikira m'derali, kuchepa kumeneku kuli kosiyana kum'mwera ndi kumpoto, pakati pawo kuchepa kumwera chakumadzulo ndi 110-120 yuan/tani, pomwe kuchepa kumpoto kuli pakati pa 140-160 yuan/tani.
Izi zikusonyeza kuti phindu la makampani opanga aluminiyamu yamagetsi lidzasintha kwambiri mu Meyi. Chifukwa cha kutsika kwa mtengo wa aluminiyamu, mabizinesi ena okwera mtengo kwambiri akulowa m'mphepete mwa kutayika kwa ndalama zonse.
Nthawi yotumizira: Meyi-13-2022