Ethintwe ukwehla kwamanani entengo ye-bifocals kuleli sonto, izindleko ze-billet zehle kakhulu, futhi izintengo zensimbi ziye zehla ngesilinganiso esifanayo ne-bifocals, okubangele ithani lenzuzo yensimbi engazange ikhule njengoba sasilindele. Isizathu esiyinhloko siwukuthi nakuba ukukhiqizwa kwamanje ukusikeka kuqhubeka ukuqina, Nokho, ohlangothini funa futhi buthaka. Uma sibheka ivolumu yokuthengwa kwezintambo zezintambo e-Shanghai, ngaphezu kokuthuthukiswa okuqhubekayo kusukela ngo-Agasti kuya kuSepthemba, ukwehla kwenyanga nenyanga futhi ngemva kukaNovemba. Isidingo esibuthakathaka sochungechunge lokwakhiwa kwezakhiwo senza kube nzima ukuthuthukisa isidingo se-rebar esikhathini esifushane.
Izokwanda nini inzuzo ngethani lensimbi futhi? Sikholelwa ukuthi uchungechunge lwezimboni ludinga ukuqedwa ngokuphelele. Nakuba i-inventory yensimbi yamanje iqhubeka nokuncipha, kusenokwenyuka okungu-30+% uma kuqhathaniswa nokuqala konyaka, okubonisa ukuthi i-inventory iphelile unyaka wonke. Ngemuva kokuthi ingxenye ye-inventory ekhuphukayo isiqediwe, umthelela wokuncishiswa kokukhiqizwa ohlangothini lokunikezela ungase ubonakale ngempela.
Kusukela kuzibalo ze-Bureau of Statistics, ukukhiqizwa kwensimbi engahluziwe okuhlanganisiwe ngoSepthemba wokuqala kwaba amathani ayizigidi ezingu-806 kanti insimbi yengulube yayingamathani ayizigidi ezingu-671, okwakungu-2.00% kanye -1.30% unyaka nonyaka ngokulandelana. Ukukhishwa kwensimbi yengulube kwawa okokuqala, futhi umphumela wokunciphisa ukukhiqizwa wawubonakala. Ngokombono wakho konke ukuphakelwa kanye nokufinyezwa kwesidingo sensimbi, ukufinyela kokunikezwayo kukhulu kunokufinyezwa kwesidingo. Njengoba izitoko ezilandelayo zanele, umphumela wokunciphisa umkhiqizo uzobonakala kancane kancane.
I-iron ore kanye ne-double coke yizindleko zokukhiqiza eziyinhloko zamabhilidi ensimbi. Njengamanje, insimbi iwile isuka ezingeni eliphezulu. Njengoba intengo ye-double coke iqhubeka nokubuyela ezingeni elifanele ngokulawulwa kwenqubomgomo, izindleko zamabhilidi ensimbi zingase zikhuphuke kancane kancane. Ngokombono womthelela omncane ovela ekuncishisweni kokukhiqizwa, naka i-Linggang, i-Fangda Special Steel, i-Xingang, i-Sangang Minguang, njll.; ngokombono wokukhula, kunconywa ukuthi unake: I-Jiuli Special Materials kanye ne-Guangda Special Materials.
Isidingo setheminali asinamandla, futhi imikhawulo yokukhiqiza iyaqhubeka nokuthuthuka
Ivolumu yokuthengwa kweminenke e-Shanghai yayingamathani angu-15,900, ukwehla ngo-3.6% kusukela enyangeni edlule, nokwehla ngamathani angu-17,200 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, kanye nokwehla konyaka ngo-52.0%. Izinga lokusebenza kweziqhumiso kuleli sonto lalingu-48.48%, lehle ngo-3.59pct kusukela enyangeni edlule; izinga lokusebenza kweziko likagesi lalingu-61.54%, lehle ngo-1.28pct kusukela enyangeni edlule.
Amanani ensimbi aqhubeka ehla, futhi amanani e-bi-coke akhuphuka kakhulu
Amanani esikhathi esizayo ensimbi yensimbi ehle ngo-55 yuan/ton kuya ku-587 yuan/ton, okukhuphuke ngo--8.57%; amanani entengo yesikhathi esizayo yamalahle ehle ngo-208 yuan/ton kuya ku-3400 yuan/ton, okukhuphuke ngo-5.76%; izintengo zendawo ye-coke futures zikhuphuke ngo-210 yuan/ Ithani laya ku-4326 yuan/ton, okukhuphuke ngo-5.09%. Ingqikithi yokuthunyelwa kwensimbi phesheya kwezilwandle kwaba amathani ayizigidi ezingama-21.431, okuwukukhuphuka ngamathani ayizigidi eziyi-1.22 noma u-6% ngenyanga; isamba sokufika kwensimbi evela emachwebeni asenyakatho kwaba amathani ayizigidi eziyi-11.234, ukwehla ngamathani ayizigidi eziyi-1.953 noma ngo-15% kusukela enyangeni edlule.
Izintengo zensimbi zehla, inzuzo enkulu ngethani lensimbi yehla
Ngokombono wenzuzo yemikhiqizo yensimbi ehlukene, amanani ensimbi aqhubeka ehla njengoba intengo ye-bi-coke yafinyelela phezulu futhi yawa, izindleko ze-billet zaqala ukwehla, kodwa amanani ensimbi ehla, futhi inzuzo enkulu ngethani lensimbi yehla. Mayelana nokwahlukaniswa, inzuzo yonke ngethani ngalinye lebha yokugeleza ende ingu-602 yuan/ton, futhi inzuzo yonke ngethani lokugeleza okufushane kabusha kwe-rebar ngu-360 yuan/ton. I-cold rolling inenzuzo ephezulu kakhulu, enenzuzo eyisamba ngethani elingu-1232 yuan/ton ngenqubo ende kanye no-RMB 990/ton ngenqubo emfushane.
Isixwayiso sobungozi: Ukusimama komnotho omkhulu akulindelekile; izinga lokwehla kwamandla emali emhlabeni wonke lidlula lokho obekulindelwe; ukwanda kokukhiqizwa kwensimbi akuhlangabezani nokulindelwe; inqubekelaphambili yokuthuthukiswa nokugonywa komgomo omusha womqhele iphansi kunalokho obekulindelwe.
Isikhathi sokuthumela: Nov-08-2021