Thaum Lub Tsib Hlis 15, 2025, JPMorgan tsab ntawv tshaj tawm tshiab tau kwv yees tias tus nqi nruab nrab ntawm txhuas nyob rau ib nrab xyoo 2025 yuav yog $ 2325 ib tuj. Tus nqi txhuas tus nqi kwv yees tau qis dua qhov kev txiav txim siab zoo ntawm "kev xa khoom tsis txaus uas tau tsav mus rau $ 2850" thaum lub Peb Hlis Ntuj thaum ntxov, qhia txog qhov sib npaug ntawm kev lag luam luv luv los ntawm cov koom haum.

Qhov kev npaj txhij txog kev vam meej ntawm Tuam Tshoj US kev pom zoo kev lag luam tau txo qis kev cia siab rau kev thov txhuas. Tuam Tshoj txoj kev yuav khoom thaum ntxov: Tom qab loosening ntawm tariff barriers, Suav buyers accelerate lub hoarding ntawm cov nqi qis, thawb tus nqi nyob rau hauv lub sij hawm luv luv.

1. Lub sij hawm luv luv ntawm kev tsav tsheb thiab kev ua lag luam tsis sib haum

Tsawg cov khoom muag thiab xav tau resilience

Cov khoom lag luam qis qis tshiab: Cov khoom lag luam thoob ntiaj teb qhia meej txhuas tsuas tuaj yeem npog txog 15 hnub ntawm kev noj, qib qis tshaj txij li xyoo 2016, txhawb tus nqi elasticity;

Cov qauv kev thov hloov pauv: Kev loj hlob tus nqi ntawm aluminium xav tau hauv cov teb tshiab xws litsheb tshiab zogthiab kev teeb tsa photovoltaic tau mus txog 6% -8%, ib feem ntawm qhov kev pheej hmoo ntawm kev poob qis rau cov tsheb ib txwm muaj.

2. Kev ceeb toom kev pheej hmoo thiab kev txhawj xeeb mus sij hawm ntev

Aluminium thov sab 'dub swan'

Dragging kev lag luam automotive: Yog tias kev muag khoom ntawm cov tsheb roj tsheb poob qis tshaj qhov kev cia siab (xws li kev lag luam poob qis hauv Europe thiab Asmeskas), cov nqi txhuas yuav poob qis dua $ 2000 / tuj.

Kev cuam tshuam tus nqi hluav taws xob: Kev hloov pauv hauv cov nqi hluav taws xob nyob sab Europe tuaj yeem thawb cov nqi tsim khoom ntawm electrolytic aluminium, ua rau cov khoom siv hauv cheeb tsam-xav tau tsis txaus.

3. Cov lus qhia rau Kev Lag Luam Chain Strategy

Smelting kawg: Xauv hauv cov ntawv cog lus hwm hauv thaj av Esxias kom tsis txhob muaj kev pheej hmoo ntawm kev hla hla Pacific arbitrage kis.

Ua tiav:Aluminium Enterprisesua ntej yuav khoom qhov chaw los ntawm cov chaw sib koom ua ke thiab siv cov khoom lag luam qis qis.

Kev nqis peev sab: cov nqi txhuas tau ceev faj txog kev pheej hmoo ntawm kev tawg ntawm $ 2300 kev txhawb nqa qib.