◼ Lub Limtiam Kawg: Lub lim tiam dhau los, alumina tus nqi rau kev cog lus rau pem hauv ntej tau ntsib kev poob qis thaum muaj lus xaiv txog kev rov pib dua ntawm Indonesian bauxite xa tawm. Txawm li cas los xij, cov nqi muag khoom tseem nyob ruaj khov. Raws li cov hauv paus ntsiab lus tam sim no, cov khoom siv alumina tau kwv yees yuav raug txwv los ntawm cov teeb meem ore muab los ntawm Lub Xya Hli mus txog rau lub Cuaj Hli, nrog rau qhov pib ntawm lub caij los nag hauv Guinea cuam tshuam tsis zoo rau lub sijhawm luv luv ore mov. Qhov no tsis tau txo qis qhov chaw nruj alumina ua lag luam qhov xwm txheej, tab sis cov lus xaiv ntawm Indonesian ore exports kuj nyuaj rau kev txheeb xyuas. Yog li ntawd, kev lag luam alumina yuav txuas ntxiv kom muaj tus qauv ntawm lub zog nyob ze, tsis muaj zog nyob rau lub sijhawm ntev, thiab siab volatility. Raws li Asmeskas cov ntaub ntawv kev lag luam tsis muaj zog thiab cov yam tseem ceeb xws li Trump cov thawj coj txoj cai tau hloov pauv, cov khoom tsis yog hlau tsis muaj hlau tau maj mam nkag mus rau kev lag luam qhia txog kev lag luam qeeb, nrog rau kev lag luam tag nrho poob qis. Ua ke nrog cov tsoos noj tawm lub caij, cov nqi txhuas kuj pom qhov poob qis. Txawm li cas los xij, los ntawm kev xav txog kev siv tswv yim, kev siv txhuas hauv 2024 tau nce ntau dua piv rau tib lub sijhawm xyoo 2023, qhia tias cov nqi txhuas tseem muaj kev txhawb zog.
◼ Kev Ua Lag Luam Yav Tom Ntej: Alumina yav tom ntej tau poob qis rau lub lim tiam dhau los, nrog rau daim ntawv cog lus tseem ceeb qhib ntawm 3868 yuan / ton, ncav cuag ib lub lim tiam siab ntawm 3892 yuan / ton, qis ntawm 3652 yuan / ton, thiab kaw ntawm 3756 yuan / tuj, nqis 2.9 %.
◼ Lub hauv paus: cuam tshuam los ntawm qhov poob ntawm cov nqi yav tom ntej, alumina premiums thoob plaws cheeb tsam tau nthuav dav lub lim tiam dhau los.
◼ Cov Nqi Muag Khoom: Cov nqi alumina hauv tsev tsis muaj qhov hloov pauv tseem ceeb rau lub lim tiam dhau los, nrog thaj tsam Guangxi muaj tus nqi siab tshaj plaws ntawm 3940 yuan / tuj thiab thaj tsam Shandong muaj qhov qis tshaj ntawm 3895 yuan / tuj.
◼ North-South Price Gap: Sab qaum teb-sab qab teb tus nqi sib txawv nyob rau hauv lub xeev inverted, nrog rau yav qab teb tus nqi (3935 yuan / ton) siab dua tus nqi qaum teb (3896 yuan / ton). Nrog rau kev ua tiav ntawm kev ua haujlwm hauv Yunnan, tus nqi sib txawv ntawm sab qaum teb-sab qab teb tseem nyob ruaj khov.
◼ Domestic Bauxite: Cov bauxite hauv tsev hauv Henan thiab Shanxi xeev tseem nruj thiab ua haujlwm siab. Cov nqi qis qis hauv Henan yog 530 yuan / ton, tsis hloov pauv ntawm lub lim tiam dhau los, thaum nyob hauv Shanxi, lawv yog 570 yuan / ton, kuj tsis hloov. Cov nqi ore qib siab hauv Henan yog 635 yuan / tuj, thiab hauv Shanxi, 640 yuan / ton.
◼ Ntshuam Bauxite: Guinea tus nqi ore imported tau nce me ntsis, thaum Australian ore nqi tseem nyob ruaj khov. Guinea ore raug nqi ntawm 74 USD / ton, nce 1 USD los ntawm lub lim tiam dhau los, thiab Australian ore raug nqi ntawm 62 USD / ton. Tsis ntev los no, vim kev hloov pauv ntawm tus nqi pauv, cov nqi ore tau nce.
◼ Tus Nqi Ntshuam: Lub lim tiam dhau los, West Australian FOB alumina tus nqi poob rau 493 USD / ton, nrog rau tam sim no tus nqi ntshuam ntawm 4365 yuan / ton. Alumina ntshuam cov nyiaj tau los yog -462 yuan/ton lub lim tiam dhau los.
◼ Ntshuam Ntshuam: Tuam Tshoj lub alumina kev khiav hauj lwm muaj peev xwm yog kwv yees li 85 lab tons, tab sis vim nruj txawv teb chaws alumina thov, muaj ib tug meej export thov rau alumina.
◼ Shanghai Aluminium Nqe: Shanghai aluminium nqi hloov pauv lub lim tiam dhau los, qhib ntawm 20370 yuan / tuj thiab kaw ntawm 20085 yuan / tuj, nqis 1.54% rau lub lim tiam, nrog siab ntawm 20485 yuan / ton thiab qis ntawm 19890 yuan / ton. LME aluminium qhib ntawm 2534 USD / ton thiab kaw ntawm 2487.5 USD / ton, nqis 1.84% rau lub lim tiam.
◼ LME Aluminium Contango: Lub LME aluminium 0-3 rov qab tau dav mus rau 63.04 USD / ton lub lim tiam dhau los.
◼ Electrolytic Aluminium profits: Electrolytic aluminium profits tseem ruaj khov lub lim tiam dhau los, poob ntawm 2473 yuan / tuj rau 2233 yuan / tuj. Tam sim no, nyob rau hauv cov nqe lus ntawm cov nqi, nrog alumina thiab hluav taws xob nqi poob me ntsis, cov nqi khiav hauj lwm ntawm electrolytic aluminium yog 17906 yuan / ton, zoo ib yam nrog rau lub lim tiam dhau los.
◼ Kev Ua Haujlwm Muaj Peev Xwm: Lub peev xwm ua haujlwm lub lim tiam dhau los yog kwv yees li 43.25 lab tons, nrog rau thaj tsam Yunnan tau pib rov pib tsim khoom.
◼ SHFE-LME Ratio: SHFE-LME piv tau nce los ntawm 8.01 txog 8.10 kawg
