Izindaba

Uhlolojikelele lokwenziwa komkhiqizo oqediwe
Intambo yesikulufu: intengo yenduku yocingo emakethe yaseHebei yehla isuka phezulu iya phansi: I-Anfeng yehle ngo-20, iJiujiang yehla ngo-20, iJinzhou yazinza, iChunxing yehla ngo-20, i-Aosen yehla ngo-20;I-Wu'an wire rod i-Yuhuawen, i-Jinding ne-Taihang;Intengo yokukhiya emakethe yaseWu'an ngu-3515-3520;Ireferensi yentengo yokulethwa kwe-Anping ngaphandle kwentela: 195/6.5 Aosen 3680 Anfeng 3675 Jiujiang 3710. Namuhla, ukulethwa okuqondile kwamabhilidi ensimbi kunomsebenzi omaphakathi wokuthenga.Njengamanje, abanye abadayisi bezindawo zokugcina izinto zensimbi yaseTangshan babika ama-yuan angama-3690 (kufakwe nentela), ngokuthengiselana okumbalwa;Mayelana nemakethe, imakethe yesikhathi esizayo ibambe ukushaqeka okuluhlaza, umdlandla wokuqagela emakethe waphola, izinsiza zezinga eliphezulu zehla kancane, amanani abadayisi bemakethe ayephansi kancane, isimo sokulinda nokubona sanyuka, futhi ukuhweba ngokuvamile kwakubuthakathaka.Kulindeleke ukuthi esikhathini esifushane, amanani azozinza futhi aguquguquke.
Strip steel: ukulungiswa okubuthakathaka ezindaweni ezishisayo zaseNyakatho China.Njengamanje, umbiko we-145 we-narrowband mainstream 3930-3940, okuhlanganisa nentela, ushiya imboni.Umsebenzi usuwonke ngokuvamile awunamandla, futhi ukuthengwa komfula ongezansi ngokusobala kuwukulinda ubone.355 isho indawo enqunu engu-3595-3605 emakethe ye-broadband, eqinile ngokuyisisekelo uma iqhathaniswa nentambama.Ntambama, umnenke ubambe ukushaqeka okuluhlaza, kodwa abahwebi babenokuzimisela okulinganiselwe ukwehlisa.Ukuthengiselana kwamanje kwemakethe kuyisilinganiso, inani eliphansi kuphela elibushelelezi.Intengo ehlanganisa intela emakethe yaseTangshan ingu-3900-3920, intengo emakethe yase-Handan ingu-3930-3940, kanti intengo efektri yaseTianjin ingu-3930-3980.Njengamanje, inqubomgomo yobhubhane ezifundeni ezahlukahlukene ibanzi futhi ayisebenzi, futhi imakethe ayinayo ingcindezi enkulu engemihle ngaphandle kokulandela isidingo esinganele.Ngakho-ke, isikhala esibheke phansi asikavulwa ngokugcwele okwamanje, futhi umqondo ophansi usaqinile.Cabangela ukwesekwa kwezindleko, futhi ubikezele noma ulungise ukuzinza okuyinhloko.
Iphrofayili: intengo yohlobo lwaseNyakatho China izinzile ikakhulukazi futhi ibuthakathaka kancane.I-Tangshan: 5 amakhona 4050, Tangshan: 10 amakhona 4020, Tangshan: 16 amakhona 4020, Cangzhou: 5 amakhona 4210, Tianjin: 4 amakhona 4340, Handan: 5 amakhona 4060, Handanscent. kanye nezinyathelo zokulawula, isimo semakethe siya ngokuya sisimama, futhi isimo sempahla yezimpahla naso siye sathuthukiswa ngokuqhubekayo.Nokho, njengoba isimo sezulu sishintsha kubanda, ukwakhiwa kwamatheminali ezindaweni eziningi kuya ngokuya kuphela.Isidingo sisesikhaleni esinciphayo, futhi ukuzimisela kokuthengwa kwezimpahla ezansi nomfula akwanele.Abathengisi baphakathi nabo bayakuqaphela ukugcwaliswa kwentengo ephezulu, futhi kulindeleke ukuthi inani lesikhathi esifushane lizinziswe futhi lisetshenziswe.
Izinto zamapayipi: amanani e-East China akhuphuke futhi ehla.Ishidi lamapayipi angenamthungo e-Liaocheng eSifundazweni SaseShandong lehle ngama-40, ipayipi likathayela ngo-30, ipayipi elivunguzayo le-Laiwu ngo-10, ipayipi elishiselwe i-Hangzhou nesikafula ngama-30, ne-spiral pipe ngo-60. Inqubomgomo evumayo yesimo sobhubhane inomphumela othile emakethe, futhi umqondo wabathengisi ushintshile.Kodwa-ke, okwamanje, ukuthengiselana kwemakethe akuguquguquki, futhi ezinye izimboni zamapayipi zigijimela ukusebenzela ukusilela emuva kwama-oda ngenxa yesimo esiwubhubhane.Muva nje, intengo yezinto zokusetshenziswa ikhuphukile, futhi ingcindezi embonini yokuphatha ukuthi isebenzise izimali inkulu kakhulu.Ngaphezu kwalokho, umphumela we-off-season ushintshile, futhi isidingo semakethe siphinde salulama kancane.Ngemuva kokucubungula okuphelele, kulindeleke ukuthi intengo yamapayipi izolungiswa kancane kancane.
Ukuhlaziywa kwethrendi kweminenke yesikhathi esizayo
Ukuphawula okufushane nge-Qiaoluo: I-Qiaoluo 05 ibilawulwa ukushaqeka usuku lonke.I-K yansuku zonke ivale iphozithivu kububanzi obuncane, ivala u-3808, futhi yehla ngo-0.60% kokungu-23. Ishadi lansuku zonke elithi BOLL lihlanganele phezulu kuthrekhi ephansi, futhi inkomba ye-KD ibonise ithrendi efile.Izingodo eziqediwe zezwe zehle ngaphezu kwe-rose, futhi intengo emaphakathi yenhlobo ngayinye iguquguquke ngo-10-20.Ukulindela okuhle kusekhona.Izindleko eziningi zezinsiza zisehlangothini eliphezulu, futhi abakhiqizi bazimisele ukusekela amanani.Kodwa-ke, isizini ye-off-season ohlangothini lwesidingo iyakhula.Abasebenzisi bokugcina bathenga ngokufunwa kakhulu, futhi umsebenzi uyaqhubeka nokuba buthaka.Abanye abathengisi banciphisa ngokuyinhloko i-inventory emisebenzini yabo, futhi abanalo ithemba ngemakethe yesikhathi esizayo.Kuphakanyiswa ukuthi abathengisi abanezimpahla eziningi kufanele banciphise izindawo zabo zokugcina impahla ngendlela efanele lapho izimpahla ziphakeme, futhi balinde futhi babone lapho izimpahla zincane.Ukudlidliza kwezinga eliphezulu lesikulufu sesiteji, ukusekela okungu-3770, ingcindezi engu-3825, 3850, 3890.
Ukuchazwa kwe-Macro hotspot
[I-China Steel Association: isitokwe senhlalo yezinhlobo ezinhlanu ezinkulu zensimbi emadolobheni angama-21 sehle ngamathani ayi-120000 ngasekupheleni kukaNovemba]
Ekupheleni kukaNovemba, isitokwe senhlalo yezinhlobo ezinhlanu ezinkulu zensimbi emadolobheni angu-21 kwaba amathani ayizigidi ezingu-7.39, inyanga ngenyanga yokwehla kwamathani angu-120000, noma i-1.6%, futhi ukwehla kwaqhubeka kuncane;amathani angama-970000 ngaphansi kwalokho ngasekupheleni kuka-Okthoba, phansi ngo-11.6%;amathani angama-490000 ngaphansi kokuqala konyaka, phansi ngo-6.2%;Ukwehla konyaka nonyaka ngamathani ayizigidi eziyi-1.42, noma ngo-16.1%.
[I-China Federation of Logistics and Purchasing: Inkomba yomphathi wokuthenga wokukhiqiza emhlabeni wonke iqhubekile nokwehla ngoNovemba]
I-China Federation of Logistics and Purchasing ikhiphe inkomba yabaphathi bokuthenga bemboni yezokukhiqiza emhlabeni wonke ngoNovemba mhla ziyisi-6.Inkomba iqhubekile nokusebenza kububanzi obungaphansi kwama-50%, futhi umnotho womhlaba waqhubeka ukwehla.NgoNovemba, inkomba yomhlaba wonke yabaphathi abathengayo yaba ngu-48.7%, yehle ngamaphesenti angu-0.7 ukusuka enyangeni edlule, futhi ingaphansi kuka-50% izinyanga ezimbili zilandelana.
Incazelo: Ngokombono wesifunda, inkomba yabaphathi bokuthenga bemboni yokukhiqiza e-Asia kanye naseMelika kokubili yehle ngaphansi kwama-50%, futhi imboni yokukhiqiza ibhekene nengcindezi yokuncipha;Nakuba inkomba yabaphathi bokuthenga embonini yezokukhiqiza yase-Europe iphinde yakhuphuka kusukela enyangeni edlule, isengaphansi kwama-48%, futhi imboni yokukhiqiza igcina inkambiso ebuthakathaka yokusebenza;Inkomba yabaphathi bokuthenga embonini yokukhiqiza e-Afrika yenyuka kancane izinyanga ezimbili zilandelana, yaba ngaphezudlwana kwama-50%, futhi imboni yokukhiqiza yasimama.Ngokushintsha kwenkomba eyinhlanganisela, imboni yezokukhiqiza yomhlaba wonke iyaqhubeka nokubonisa inkambiso eyehlayo futhi isabhekene nengcindezi enkulu yokuncipha.
[Amathuba okuthi i-Federal Reserve inyuse izilinganiso zenzalo ngamaphoyinti angu-50 ngo-December ngu-79.4%]
Idatha ye-CME “Federal Reserve Observation” ikhombisa ukuthi amathuba okuthi i-Federal Reserve inyuse izilinganiso zenzalo ngamaphuzu angu-50 kuya ku-4.25% - 4.50% ngoDisemba angama-79.4%, futhi amathuba okukhulisa inzalo ngamaphoyinti angu-75 angu-20.6%;NgoFebhruwari 2023, amathuba okukhuphuka kwezinga lenzalo eqongelelekayo ngamaphoyinti angu-75 angu-37.1%, amathuba okukhuphuka kwezinga lenzalo enqwabelene ngamaphoyinti angu-100 ngu-51.9%, kanye namathuba okwenyuka kwezinga lenzalo ehlanganisiwe ngamaphoyinti angu-125 ngu-11.0%.
[Ngesikhathi "soHlelo Lweminyaka Eyishumi Nane", zama ukusimamisa ukutholakala kwensimbi minyaka yonke cishe ngamathani ayizigidi ezingama-300 (insimbi evamile)]
Ngesikhathi “soHlelo Lweminyaka Eyishumi Nane”, umnyango wokuphathwa kwemithombo yemvelo uzosheshisa ukwakhiwa kwezizinda zensimbi ezingama-25 kanye nokuhlolwa nokuthuthukiswa kwezindawo zezimayini ezihleliwe zikazwelonke ezingama-28 mayelana nokuhlelwa nokuhlelwa kokuhlolwa kwemithombo yensimbi, futhi ukhuthaze ukwakhiwa kwephethini yokuhlinzeka elawulwa izimayini ezinkulu neziphakathi nendawo.Ngesikhathi esifanayo, sizoqinisekisa ukuthuthukiswa okuqhubekayo kwamandla ensimbi akhona, sikhuthaze ngenkuthalo inqwaba yamaphrojekthi okwakhiwa kwensimbi, siqalise umkhankaso wokuhlola izindawo ezibalulekile zokuhlola, sisheshise ukwanda kwezinqolobane nokukhiqizwa, futhi silwele ukuzinzisa ukutholakala kwensimbi minyaka yonke cishe ngamathani ayizigidi ezingu-300 (insimbi evamile), edlala indima eyisisekelo yokusekela imithombo yensimbi yensimbi yaseChina.
Isibikezelo sethrendi esizayo
Muva nje, inqubomgomo yokwesekwa kwezakhiwo kanye nenqubomgomo yokuvimbela nokulawula iye yathuthukiswa ngokuqhubekayo, okuye kwakhuthaza ukukhuphuka kwemakethe yensimbi, futhi intengo yensimbi ibonise umkhuba wokushaqeka nokuphindaphinda.Nakuba kulindeleke ukuthi isibalo sikhuphuke, isimo sezulu siyashintsha sibe ngamakhaza, futhi ukwakhiwa ezindaweni eziningi enyakatho kuya ngokuya kuphela.Ukugcinwa kwasebusika akukakaqali empumalanga naseningizimu yeChina, futhi imakethe yamabala isaphuza ukulandela.Nokho, ngenxa yokulindela okuqinile kokuphela kwempahla eluhlaza ukukhuphuka, izindaba ezinhle nazo ziyaqhubeka zishukumisa izinzwa zabakhiqizi, futhi ukuzimisela kwezimakethe ukugcina ebusika nakho kuye kwaba ngcono uma kuqhathaniswa nokwangaphambili.Kulindeleke ukuthi intengo yensimbi yesikhashana izoshintsha kakhulu.