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长江有色:云南铝企复产受限,旺季预期乐观 19日现铝或上涨

作者:tongwj来源:长江有色金属网网址:http://www.ccmn.cn

美指原油齐涨博弈氛围重,隔夜伦铝谨慎小跌0.02%;云南铝企复产靴子落地但短期复产速度和规模或受限,市场对旺季存乐观预期,今现铝或上涨。

长江铝价alu.ccmn.cn短评:美指原油齐涨博弈氛围重,隔夜伦铝谨慎小跌0.02%;云南铝企复产靴子落地但短期复产速度和规模或受限,市场对旺季存乐观预期,今现铝或上涨。

【铝期货市场】:美指原油齐涨博弈氛围重,海外降息的乐观预期有所降温,目前市场聚焦美联储决议,因此交投情绪趋向谨慎,进而影响铝价的走势,隔夜伦铝高位回落,尾盘有小幅冲高后横盘整理收录小阴线。最新收盘报价2277美元/吨,收跌0.5美元,跌幅0.02%,成交量21570增加607手,持仓量680479手增加864手。晚间沪铝震荡走强,尾盘最终阳线报收,主力月2405合约最新收盘价19340元/吨,涨70元,涨幅0.36%。

伦敦金属交易所(LME)3月16日伦铝最新库存量报568,525公吨,较上个交易日减少3,250公吨,跌幅0.57%。

长江铝业网讯:3月18日现货铝价,长江综合现货A00铝锭价报19255元/吨,涨80元;中铝华东A00铝锭价报19260元/吨,涨80元。云南铝企复产靴子落地但短期复产速度和规模或受限,这意味着供应端的压力在现阶段并不显著。同时,铝锭的累库过程已接近尾声,且库存整体水平相较同期处于较低位置,这将对铝价形成一定的支撑作用。目前已进入旺季月份,市场对旺季存乐观预期。此外,近期贵金属和铜价的大幅上涨,也带动了有色金属市场的整体重心上移,沪铝市场同样跟随此趋势,今现铝或上涨。


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新疆西部海新进出口贸易有限公司成立于2019年。是一家集国际进出口贸易、农副产品加工与生产、农业机械设备生产和销售及可再生资源回收再利用生产于一体的综合性企业。

Xinjiang Xibu Haixin Import and Export Trade Co., Ltd. was established in 2019. It is a comprehensive enterprise with businesses of international import and export trade, processing and produce of agricultural and sideline products, production and sales of agricultural machinery, and recycling and reuse of Renewable resource.

自公司成立以来一直着力打造全球化的采购供应链,现已与中亚、俄罗斯、非洲及巴西淡水河谷地区众多大型矿业集团达成战略合作协议。大宗矿产品的销售品系包含:电解铜、铁矿石、铜精粉、石油焦等。年销售规模自成立以来逐年稳步增长2022年已初步达成32亿人民币的销售规模。

Since its establishment, the company has been striving to build a global procurement supply chain, and has reached strategic cooperation agreements with many large mining groups in Central Asia, Russia, Africa and Brazil's Vale region. Sales of bulk mineral products include copper cathodes, iron ore, copper concentrate powder, Petroleum coke, etc. The annual sales volume has steadily increased year by year since its establishment. It has initially reached a sales volume of 3.2 billion RMB since 2022.

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2022年公司依托海外地区资源优势陆续完成了面粉加工企业、农业机械生产企业的投资与建设,并在运转初期就取得了骄人的业绩。公司面粉加工企业坐落于新疆边境霍尔果斯市综合保税区。现已与越南地区国企签定预采购面粉合同20000吨,销售金额将达到3.5亿人民币,累计小麦加工能力预计将达到50000, 年销售金额达6亿人民币。

In 2022, the company has successively completed the investment and construction of flour processing enterprises and agricultural machinery production enterprises based on the advantages of overseas resources, and has achieved impressive performance in the early stages of operation. The flour processing factory affiliated to the company is located in the comprehensive bonded area of Khorgas City, which is the border of Xinjiang. We have signed a pre- purchase flour contract with state-owned enterprises in Vietnam for 20000 tons, with a sales amount of 350 million RMB. The cumulative wheat processing capacity is expected to reach 50000 tons, with an annual sales amount of 600 million RMB.

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农业机械生产企业与澳大利亚等发达地区农业机械销售商累计签定定单达到1500000澳元。年预计完成出口产品达150台。预计年度销售规模将达到1.6亿人民币。

Agricultural machinery factory have signed cumulative orders with agricultural machinery sellers in developed regions such as Australia, reaching 1500000AUD. It is expected to complete the export of 150 units of machines annually. It is expected that the annual sales scale will reach 160 million RMB.


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当前,公司正以国家产业政策为指引,以自身全球采购供应链为优势和产业融合为契机,以产业化做精,多元化做强为目标,在新疆各级政府政策和上下游企业的支持下,依靠一支团结奋进、开拓创新的团队,一定能够把公司建设成为璀璨的企业之星。

At present, the company is guided by national industrial policies, taking its global procurement supply chain as an advantage and industrial integration as an opportunity, with the goal of becoming more meticulous and diversified in industrialization. With the support of government policies at all levels in Xinjiang and upstream and downstream enterprises, relying on a unity, progress, and innovative team, the company is bound to become a shining star of enterprises.

总部地址:中国新疆乌鲁木齐市经济技术开发区乌昌路252号德海·新天地A座商业办公楼609-1室
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