Ka la 12 Hlakubele 2025, data e lokollotsoeng ke Marubeni Corporation e bonts'itse hore ho elella bofelong ba February 2025, kakaretso ea aluminium ea likoung tse tharo tse kholo tsa Japane e theohetse ho lithane tse 313400, ho fokotseha ha 3.5% ho tloha khoeling e fetileng le ho fokotseha ho hocha ho tloha ka Loetse 2022. Har'a bona, Yokohama1 ho ea ho 6 Ports ea 3420% e na le thepa ea 620. e na le lithane tse 163000 (52.0%), 'me Osaka Port e na le lithane tse 17000 (5.4%). Lintlha tsena li bonts'a hore phepelo ea phepelo ea aluminium lefatšeng ka bophara e ntse e etsa liphetoho tse kholo, 'me likotsi tsa tikoloho le liphetoho tsa tlhokeho ea indasteri li fetoha tsona tse susumetsang haholo.
Lebaka le ka sehloohong la ho theoha ha thepa ea aluminium ea Japane ke ho putlama ho sa lebelloang ha tlhokahalo ea lehae. Ho rua molemo ho tsoa leqhubung la motlakase likoloing, Toyota, Honda le lik'hamphani tse ling tsa likoloi li bone keketseho ea selemo le selemo ea 28% ea theko ea karolo ea 'mele ea aluminium ka Pherekhong 2025, mme karolo ea mmaraka ea Tesla Model Y naheng ea Japane e ile ea hola ho fihla ho 12%, tlhokeho e eketsehileng ea ho khanna. Ho feta moo, "Leano la Tsosoloso ea Indasteri e Tala" la mmuso oa Japane le hloka keketseho ea 40% ea tšebeliso ealisebelisoa tsa aluminiumindastering ea kaho ka 2027, ho khothaletsa lik'hamphani tsa kaho ho bokella esale pele.
Taba ea bobeli, phallo ea khoebo ea aluminium lefatšeng ka bophara e ntse e fetoha ka sebopeho. Ka lebaka la monyetla oa hore United States e lefise litefiso ho aluminium e tsoang kantle ho naha, bahoebi ba Majapane ba potlakisa ho tsamaisoa ha aluminium ho ea limmarakeng tsa Asia Boroa-bochabela le Europe. Ho ea ka lintlha tse tsoang ho Marubeni Corporation, thepa ea aluminium ea Japane ho ea linaheng tse kang Vietnam le Thailand e eketsehile ka 57% selemo le selemo ho tloha ka January ho ea ho February 2025, ha karolo ea 'maraka United States e fokotsehile ho tloha ho 18% ka 2024 ho ea ho 9%. Leano lena la' detour export 'le lebisitse ho fokotseheng ho tsoelang pele ha thepa likoung tsa Japane.
Ho theoha ha nako e le 'ngoe ha thepa ea aluminium ea LME (ho theohela ho lithane tse 142000 ka la 11 Hlakubele, boemo bo tlase ka ho fetesisa hoo e ka bang lilemo tse hlano) le ho oa ha index ea lidolara tsa Amerika ho ea ho lintlha tse 104.15 (la 12 Hlakubele) le tsona li hatelletse boikemisetso ba barekisi ba Majapane ba ho tlatsa thepa ea bona. Mokhatlo oa Japane oa Aluminium o hakanya hore theko ea hona joale ea thepa e tsoang linaheng tse ling e eketsehile ka 12% ha e bapisoa le nako e tšoanang ka 2024, athe theko ea aluminium ea lehae e eketsehile hanyenyane feela ka 3%. Phapang e fokolang ea theko e entse hore lik'hamphani li rate ho sebelisa thepa le ho lieha ho reka.
Ka nako e khuts'oane, haeba lethathamo la likou tsa Majapane le ntse le theoha ka tlase ho lithane tse 100000, se ka baka tlhoko ea ho nchafatsoa ha libaka tsa polokelo ea thepa ea LME Asia, ka hona ho ts'ehetsa litheko tsa machaba tsa aluminium. Leha ho le joalo, nakong ea nako e telele ho ea ho nako e telele, lintlha tse tharo tsa kotsi li lokela ho lebisoa tlhokomelo ho: pele, ho lokisoa ha leano la lekhetho la thepa ea kantle ho naha ea Indonesia ho ka ama litšenyehelo tsa tlhahiso ea aluminium ea electrolytic; Ea bobeli, phetoho ea tšohanyetso ea leano la khoebo pele ho likhetho tsa US e ka lebisa tšitiso e 'ngoe ea ketane ea phepelo ea aluminium lefatšeng ka bophara; Taba ea boraro, sekhahla sa ho lokolloa ha matla a tlhahiso ea aluminium ea electrolytic ea China (e lebelletsoeng ho eketseha ka lithane tse limilione tse 4 ka 2025) e ka fokotsa khaello ea phepelo.
Nako ea poso: Mar-18-2025