Great changes in the transport market freight rates rose sharply

Since the second half of this year, the domestic transport market has undergone major changes. The first is the sharp rise in coal prices, the national railway freight volume continued to rise, coal demand increased substantially; second, September 21, the Ministry of Transport issued a "transport vehicle road regulations", the new provisions of the punishment standard than the current standard High several times, a substantial increase in the cost of overrun overloading. On the one hand, the highway caused by super-high road transport costs, unit capacity decreased significantly, a large number of the original use of motor transport materials in the railway transport; the other hand, with the rail transport demand rose, the railway authorities gradually raised rail freight , Such as Taiyuan Railway Bureau tube stations sent to the whole bureau (excluding the Council tube) of the vehicle freight up 10%, according to the "competitive price a" project implementation, at the same time, Lanzhou Railway Bureau, Urumqi Railway Bureau Are raised freight. Moreover, due to the arrival of the northern winter heating season, the Development and Reform Commission to convene the northern railway bureau to carry out coal transportation, a time for coal transport in the first place, rail transport is very tight, and other material transport needs are waiting in line.

After the implementation of the above provisions, local freight generally rose 50-100 yuan / ton. Such as the Xinjiang Railway Freight down 15%, and then gradually canceled, sent to South China door to station freight from 590 yuan / ton up to 690 yuan / ton, sent to the East China region has a corresponding increase in the rate. Road freight rates rose more, the current aluminum from an aluminum smelter shipped to Henan Gongyi road freight up to 700 yuan / ton, up sharply from the previous period nearly 200 yuan / ton. However, the road transport market is obvious, the transport costs affected by multiple factors, there is a certain seasonal change, in May this year, the northwest road transport was cheaper than the railway.

Aluminum prices rise aluminum prices and other aluminum processing enterprises in the golden age is not

According to Aladdin (ALD) understanding, since the beginning of this year, domestic prices of aluminum water has basically 20% of the floating, as far as we know, this year in Xinjiang, Qinghai, Chongqing, Henan, Shandong, Inner Mongolia and other places have aluminum prices Rising in different areas, individual areas have been rising several times in succession, such as the Xinjiang region, the price of aluminum water from the Yangtze River in 2014 down 820 yuan / ton down to 2016 down 620 yuan / ton, the rising trend is still continuing. At the same time, not only the rising price of aluminum water, and aluminum water pricing agreement is increasingly harsh, the provisions of individual aluminum plant unfinished program standards, up to hundreds of yuan per ton punishment; and pricing methods have changed, more average price model (Changjiang, Nanzu, Huatong), the average price (the Yangtze River, the South Reserve) model has emerged in the four places average price (Shandong, Henan, East China, South China).

Aluminum water costs, coupled with the recent transport prices, double squeeze, some of the northwest aluminum processing enterprises can not stand his direct address, the enterprise operating margin is almost negative, some companies were forced to cut production. It is understood that a number of Xinjiang aluminum rod production enterprises have cut production, shutdown, production status intermittent, and some enterprises have even holiday, has been operating in the production rate dropped significantly, only about one percent of the start. Qinghai, a new aluminum rod enterprises, the average price of aluminum used aluminum, the company found that a total of several times that is a loss, simply continue to be production.

Aluminum rods and other aluminum water processing enterprises deteriorating business environment is mainly due to significant changes in market position, China's aluminum demand growth continues to decline, while the aluminum supply is increasing, once sought-after aluminum ingot, aluminum bar, is now oversupply, Processing fees in the doldrums, operating profit decline is certain. Especially in the aluminum and aluminum processing enterprises in the middle of deep processing of aluminum, both sides of the market position by the gas is to allow these enterprises to operate cautious, cautious. Therefore, in our view, such as aluminum rods of aluminum water processing enterprises in the golden age is over, the future may not be better.

Aluminum strong enterprise like aluminum foundry

We Aladdin (ALD) with the downstream business communication found that almost no one company praised the upstream business, complained about the upstream business strength, unreasonable situation is more common, quite helpless psychological very obvious, like a foundry, the Limited obvious. Take aluminum water supply, this year a lot of aluminum water processing is often limited by the upper reaches of the aluminum plant for aluminum, the peak season for the off-season and take too few people too; and some aluminum processing enterprises to reflect the phenomenon of aluminum hanging bag Particularly serious, there are always up to 50 yuan / ton range of aluminum water bag loss. But the aluminum plant in this regard really is not what, as far as we know, almost in addition to alumina aluminum procurement, other materials are a strong position.

Aluminum water resources transformation and upgrading is not without success, we found that the aluminum industry, the development of the upstream and downstream industry chain is better only Shandong Weiqiao mode, and regardless of the port bauxite - power - alumina - electrolytic aluminum integration of a single electrolytic aluminum - The aluminum industry has developed into the largest pillar industry in Binzhou and become the important aluminum industry in China. The aluminum industry has become the largest pillar industry in Binzhou, and has become one of the most important enterprises in the country. Production base. In contrast, the Northwest, Inner Mongolia and even some parts of Henan has been unable to achieve from the "silly big crude" to "high-precision fine" gorgeous turn, one reason worthy of business and local government ponder.

Electrolytic aluminum competition should be the industry chain competition

Due to the diversity of domestic policies, the operating costs of domestic aluminum factories are quite different. Most enterprises do not realize that competition is not competition between enterprises and enterprises, but competition between supply chains and supply chains. Today, most of the world's leading companies are aware of the importance of co-existence and co-prosperity with their suppliers, share their development achievements with partners and begin to strengthen the process. Such as the bridge to win the bridge Wei, the port, logistics, mining all together, just two years to achieve with the "Three Kingdoms" partners in Guinea to form a win-win alliance to build the whole bauxite logistics chain.

At present, most provinces are planning to local alumina, electrolytic aluminum to achieve local conversion, the resource advantages into industrial advantages, I hope the aluminum plant not to an aluminum ingot, the aluminum factory is also actively cooperate with the on-line a large number of aluminum processing planning, but It now appears that this process is a bit slow. We believe that the development of the downstream industry chain still have to rely on investment, aluminum processing, after all, is not aluminum core advantage, I hope local governments, especially the Northwest local governments should ensure that the upstream and downstream cooperation between enterprises credit, and actively create a favorable business environment, active care Downstream SME development, in order to resource advantages into industrial advantages.