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[其他方面] 中国铝厂减产推动国际铝价创新高--BY Cris Flood 11/07/08 [复制链接]

发表于 2008-7-11 11:05 |显示全部楼层
此文章由 jialiren 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 jialiren 所有!转贴必须注明作者、出处和本声明,并保持内容完整
中国铝厂减产推动国际铝价创新高

BY Cris Flood--- 11/07/08

国际铝价昨日升至创纪录水平,此前,由于中国全国供电问题日益严重,中国最大的20家铝厂宣布计划从本月开始减产,减产幅度最高达10%
   
   
伦敦金属交易所(LME)基准的3个月期铝期货上涨5.8%,至每吨3375美元的历史新高。铝价今年以来的累积涨幅高达40%,使其成为2008年表现最强劲的一种贱金属。
  
   
由于这些铝厂的产能占中国总产能的70%、世界总产能的30%,一些分析师认为,它们的减产可能导致全球铝供应量减少3%(约合每年130万吨),使得市场今年乃至更遥远的未来进入供不应求状态。
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RBS Sempra的约翰•肯普(John Kemp)表示:“由于电力供应趋紧、能源价格上涨,(中国的)产量增速将放缓,导致全球在未来4年消除数百万吨的潜在产量增量。”
  
   
中国炼铝行业的产能已经取得了长足的增长,自2005年以来增长近86%,预计今年将达到年产1450万吨的规模。
  
   
不过,今年的产量增长明显放缓,部分原因是今年2月的破坏性雪灾,同时也是因为煤炭供应紧张、价格上涨。
   
本周早些时候,中国最大的铝生产商中国铝业(Chalco)旗下年产28万吨的山西华泽铝厂停产,原因是电力短缺。
  
   
与此同时,美国第二大铝生产商世纪铝业(Century Aluminium)宣布,将耗资17亿美元,解除以前达成的销售协议。按照那些协议,该公司的售价将远远低于当前的市场价
     
世纪铝业将回购所有未结清的、针对未来铝销售做出的对冲安排,总计127万吨,时间直至2015年

   
该公司首席执行官罗根•克鲁格(Logan Kruger)表示:“我无法坐视我们30%的产量仅按当前市价的一半水平出售。”
  
   
Aluminium prices hit a record yesterday after China’s top 20 aluminium smelters announced plans to cut production by as much as 10 per cent from this month because of increasingly serious power supply problems across the country.

The benchmark three-month LME contract rose 5.8 per cent to a record $3,375 a tonne, up 40 per cent this year, making aluminium the best performing base metal in 2008.

As the smelters account for 70 per cent of Chinese capacity and about 30 per cent of world output, some analysts think the cuts could reduce global aluminium supplies by up to 1.3m tonnes, or 3 per cent, pushing the market into a supply deficit this year and beyond

John Kemp of RBS Sempra said: “As power availability tightens and energy prices rise, [Chinese] output growth is set to slow, leading to the elimination of several million tonnes of potential production growth in the next four years.”

China’s aluminium industry has enjoyed a huge increase in capacity, rising almost 86 per cent since 2005 to an estimated 14.5m tonnes this year.

However, production growth has slowed dramatically this year, partly because of disruptive snowstorms in February but also because of shortages of coal supplies and high prices.

Earlier this week, Chalco, China’s largest producer, stopped production at the 280,000 tonnes a year Shanxi Huaze smelter because of a power shortage.

Meanwhile, Century Aluminium, the second-largest US producer, has announced it will spend $1.7bn to extricate itself from previous arrangements to sell aluminium at prices significantly below current market levels.

Century will buy back all of its outstanding hedging programme of forward aluminium sales, a total of 1.27m tonnes that stretched out to 2015.

“It has been difficult for me to watch us receive a price for 30 per cent of our production capacity that is roughly half the current market price,” said Logan Kruger, Century’s chief executive officer.
Life Is a Happy Journey , Enjoy !
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退役斑竹 2007 年度奖章获得者 2008年度奖章获得者 特殊贡献奖章 参与宝库编辑功臣

发表于 2008-7-11 11:11 |显示全部楼层
此文章由 黑山老妖 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 黑山老妖 所有!转贴必须注明作者、出处和本声明,并保持内容完整
昨天我已经帖过bloomberg的了。

发表于 2008-7-11 11:12 |显示全部楼层
此文章由 jialiren 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 jialiren 所有!转贴必须注明作者、出处和本声明,并保持内容完整
看看澳洲有那几个生产---铝--的上市公司股票?有谁能帮忙列出来--观测一下? 俺对澳洲的上市公司很不熟悉-只知道每几个?忒惭愧!嗨主要原因还是资源紧缺-- -澳币少
Life Is a Happy Journey , Enjoy !

发表于 2008-7-11 11:15 |显示全部楼层
此文章由 jialiren 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 jialiren 所有!转贴必须注明作者、出处和本声明,并保持内容完整
原帖由 黑山老妖 于 2008-7-11 10:11 发表
昨天我已经帖过bloomberg的了。

老妖动手真快! 推荐一下那几个相关股票可以关注? THANKS!
Life Is a Happy Journey , Enjoy !

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