1. Uhlolojikelele lwemakethe:
I-bauxite yasekhaya: ikota yesibili yonyaka wezi-2022 isimo esiqinile sokuhlinzekwa kwezimayini zasekhaya sehlile ngaphambili, kodwa amanani aqale ehla ngemuva kokukhuphuka.Ekuqaleni kwekota yesibili, ngenxa yokubheduka kwalolu bhubhane ezindaweni ezahlukene ngezigaba zezwe, inqubekela phambili yokuqaliswa kabusha kwezimayini ezindaweni ezehlukene zezwe ayizange ibe yinhle njengoba bekulindelekile.Nakuba ukukhiqizwa kwanda, isimo sokujikeleza kwemakethe yendawo sasingesihle, okubangele isimo esibandayo sokuhweba, ukukhiqizwa kwezitshalo ze-alumina kuyaqhubeka kudla i-inventory.Futhi maphakathi nekota yesibili, njengoba isimo esiwumqedazwe sizinza kancane kancane ezweni lonke, izimayini zaqala kabusha ngokujwayelekile futhi umphumela wanda, futhi njengoba intengo yezimayini ezingenisiwe isezingeni eliphezulu, kuholela ezindlekweni zamabhizinisi e-alumina enyakatho yeShanxi futhi Isenzo se-Henan esihlanekezelwe, ingxenye yokusetshenziswa kwe-ore engenisiwe yehlisiwe, ukwanda kwesidingo se-ore yasekhaya, amanani e-ore athintwa yilokhu, intengo yokunyuka ngezigaba.
Ukungeniswa kwe-Bauxite kwamanye amazwe: ekuqaleni kwekota yesibili ka-2022, izimpahla zasolwandle zaqhubeka nokwehla ekuthambekeni kokuqala kokuzinza.Kodwa ekupheleni kweholide likaMay Day, amasheya kawoyela ongahluziwe awe, amanani kawoyela kanye nezinye izici zemakethe zaholela ekwenyukeni okukhulu kwempahla yasolwandle, okuholele ekwenyukeni ngasikhathi sinye kwentengo ye-ore ethunyelwa kwamanye amazwe.Okwesibili, njengoba izindaba zokuvinjelwa kokuthekelisa kwe-Indonesia ziphinde zaphuma futhi ngo-Ephreli, umsebenzi wemakethe uphinde wanda, futhi intengo ye-ore engenisiwe yaphakama, phakathi kwayo, ukuthumela i-ore yaseGuinea emachwebeni aseShayina kungabiza cishe ama-dollar angu-40 ithani.Nakuba ukwehla kwakamuva kwempahla yasolwandle, kodwa ukungenisa kwentengo ye-ore umthelela ulinganiselwe.
2. Ukuhlaziya imakethe:
1. Itshe lensimbi elikhiqizwe ngaphakathi: okuthinteke isimo esinzima sesimo sobhubhane ezindaweni ezahlukene, ukuqaliswa kabusha kwezimayini ezindaweni ezehlukene akuzange kuthuthuke njengoba bekulindelekile ekuqaleni kwekota yesibili.Okwesibili, ngenxa yezinyathelo eziqinisiwe zokulawula isimo esiwumqedazwe ezindaweni ezihlukahlukene, ezokuthutha zaphazanyiswa, okuholela ezindabeni zokuhweba ezimakethe zendawo ngezikhathi ezithile, isimo semakethe sizolile.Esigabeni sakamuva, lapho isimo esiwumqedazwe sizinza kancane kancane, inqubekelaphambili yezimayini yaphinde yaqala futhi nokujikeleza kwendawo yemakethe kwanda, kodwa igebe lesidingo sezimayini zasekhaya labonakala kakhulu ngenxa yokusetshenziswa okukhulu kwe-ore stock emabhizinisini e-alumina ekuqaleni, ngenxa yalokho, ukuhlinzekwa kanye nokufunwa kwe-ore kuhlala kuqinile.Muva nje, ngenxa yengcindezi kumanani entengo ye-alumina, okuhlanganisa amabhizinisi aseNyakatho ye-Shanxi ne-Henan alumina akhuphule ingcindezi yezindleko, ingxenye ephansi yokusetshenziswa kwe-ore evela kwamanye amazwe, ukufunwa kwe-ore yasekhaya futhi.
Ngokwamanani, inani elivamile lamanje esifundazweni sase-Shanxi liqukethe i-aluminium engu-60%, kanti intengo yensimbi yasekhaya enesilinganiso se-aluminium-silicon yezinga elingu-5.0 ikuma-yuan angu-470 ngethani lentengo elingenalutho efektri, kanti ekhona njengamanje Isifundazwe saseHenan siqukethe i-aluminium engu-60%, intengo yensimbi yasekhaya enesilinganiso se-aluminium-silicon yebanga elingu-5.0 ngokuyisisekelo ikumayuan angama-480 ngethani noma ngaphezulu.Isilinganiso samanje e-Guizhou siqukethe i-aluminium engu-60%, isilinganiso se-aluminium-silicon yezinga elingu-6.0 lensimbi yasekhaya ngokuyisisekelo singamayuan angama-390 ngethani noma ngaphezulu enanini lefekthri.
2. I-ore engenisiwe: ngokukhishwa kancane kancane komthamo wokukhiqiza we-alumina entsha ezansi nomfula ekupheleni kwekota yokuqala, ukukhiqizwa kwale ngxenye yomthamo kuncike kakhulu ensimbi ephuma kwamanye amazwe;Isidingo se-ore yokungenisa ngekota yesibili sisonke sisesenyuka.
Intengo ye-ore engenisiwe iye yaguquguquka ngekota yesibili, futhi intengo iyonke ngokuyisisekelo yahlala ohlangothini oluphezulu.Ngakolunye uhlangothi, ngenxa yethonya lezinqubomgomo zaphesheya kwezilwandle, amaqembu amaningi emakethe anaka kakhulu i-ore engenisiwe, esekela ukusebenza kwamanani emakethe e-ore angenisiwe.Ngakolunye uhlangothi, inani eliphelele lempahla yasolwandle lisesohlangothini oluphezulu uma liqhathaniswa nesikhathi sika-2021, elithinteke ekuxhumaneni phakathi kwamanani amabili, intengo yensimbi ethengwa kwamanye amazwe ezingeni eliphezulu ekusebenzeni kokushaqeka kwe-synchronism.
3. I-Outlook:
Insimbi yasekhaya: isikhungo sentengo yemakethe ye-bauxite yesikhathi esifushane kulindeleke ukuthi izinze ukuthambekela okuphelele, kodwa amanani kusalindeleke ukuthi anyuke.
Ngenisa insimbi: intengo yakamuva yempahla yasolwandle yehle, yehlisa intengo yemayini evela kwamanye amazwe.Kodwa imakethe yokungeniswa kwe-ore isalondoloza izinga elithile lokukhathazeka, ukwesekwa kwentengo ethile.
Isikhathi sokuthumela: 30-11-2022