Cov tseem ceeb tsav tsheb rau cov nqi siab aluminium hauv lub hli tsis ntev los no

1) Geopolitics thiab macro cov txiaj ntsig: Kev ua tub rog tsis tu ncua ntawm Tebchaws Meskas thiab Iran tau cuam tshuam kev taug kev hauv Strait of Hormuz, thiab cov nqi pheej hmoo ntawm thaj chaw tau txhawb nqa hauv qab ntawm cov nqi txhuas. Nyob rau tib lub sijhawm, US dollar Performance index poob qis me ntsis rau 99.894, vim tias qhov tsis muaj zog ntawm US duas tau muab kev txhawb nqa rau cov khoom lag luam uas suav nrog hauv Teb Chaws Asmeskas las, ua ke nrog kev nce ntawm cov khoom lag luam boosting kev lag luam kev xav.
2) Kev txhim kho hauv cov khoom siv thiab kev xav tau: Cov khoom siv hluav taws xob hauv tsev hluav taws xob txuas ntxiv mus rau kev destocking. Raws li lub Xya Hli 30th, cov neeg siv khoom lag luam tseem ceeb tau khaws cov khoom lag luam 512000 tons los ntawm lub Tsib Hlis siab, nrog tus nqi destocking ntawm 35%, qhov siab tshaj plaws nyob rau hauv ze li peb xyoos. Qhov tsis sib haum xeeb ntawm cov khoom siv thiab kev xav tau muab kev txhawb nqa tus nqi zoo. Txawm hais tias tau muaj qhov hloov pauv me ntsis hauv luv luv - cov khoom lag luam (cov khoom lag luam khaws cia ntawm 5000 tons thaum Lub Yim Hli

3) Cov khoom lag luam tseem ceeb yog qib qis.
Txhim kho tus nqi txhawb: Tus nqi ntawm bauxite tau nce siab, thiab tus nqi nruab nrab ntawm Yangtze River kev bauxite tau nce, uas tau tsa tus nqi tsim khoom ntawm alumina. Cov neeg lag luam txaus siab los tsa tus nqi tau nce ntxiv, txhawb nqa tus nqi ntawm electrolytic aluminium