Muva nje, ngokusetshenziswa kancane kancane kwezinqubomgomo ezinhle kakhulu, ukuzethemba kwezimakethe kukhuliswe ngempumelelo, futhi amanani entengo yezimpahla zabamnyama ayaqhubeka nokukhuphuka. Intengo yezindawo zensimbi ethengwa kwamanye amazwe ifike phezulu kakhulu ezinyangeni ezine ezedlule, intengo ye-coke ikhuphuke imizuliswano emithathu esikhathini esifushane, futhi insimbi yensimbi iyaqhubeka nokuba namandla. Ukukhiqizwa kwemikhiqizo yensimbi kwanda kancane, isidingo senkathi engasebenzi kancane kancane saba buthaka, futhi ukuhlinzekwa nokufunwa kwaqhubeka nokuba buthaka. Amanani aqinile entengo kaphethiloli, ukukhiqizwa okunyukile okulindelwe eduze noMkhosi Wasentwasahlobo, kanye namazinga aphansi e-inventory abe yizinto eziyinhloko ezisekela amanani ensimbi ekusetshenzisweni kwamanje ngaphandle kwesizini.
ukungenisa nokuthekelisa
Kusukela ngoJanuwari kuya kuNovemba, ukungenisa okuhlanganisiwe kwe-iron ore kanye nokugxila kwayo bekungamathani ayizigidi eziyizinkulungwane eziyi-1.016, unyaka nonyaka -2.1%, okuthengiswa kuwo ngoNovemba kwaba amathani ayizigidi ezingama-98.846, inyanga nenyanga +4.1%, futhi unyaka nonyaka -5.8%. Ukuthunyelwa kwemikhiqizo yensimbi eqoqwenisiwe kwaba amathani ayizigidi ezingama-61.948, +0.4% unyaka nonyaka, okuguquke kusukela ekuwohlokeni kuya ekukhuleni okokuqala ngqa onyakeni wonke. Phakathi kwazo, ukuthunyelwa kwamanye amazwe ngoNovemba kwakungamathani ayizigidi ezingu-5.590, + 7.8% inyanga nenyanga kanye + 28.2% unyaka nonyaka. Ukungeniswa kwemikhiqizo yensimbi okuhlanganisiwe kwaba amathani ayizigidi ezingu-9.867, okwakungu-25.6% unyaka nonyaka, lapho amathani angu-752,000 angeniswa kwamanye amazwe ngoNovemba, okwakungu-2.6% inyanga nenyanga kanye -47.2% unyaka nonyaka. . NgoLwezi, ukukhula komnotho womhlaba kwaqhubeka nokuhamba kancane, imboni yezokukhiqiza yaba buthaka, futhi isidingo semikhiqizo yensimbi nensimbi yaphesheya kwezilwandle yahlala ibuthakathaka. Kulindeleke ukuthi umthamo wezwe lami othunyelwa kwamanye amazwe uguquguquke kancane ngoZibandlela, futhi umthamo wokungenisa ezweni uzosebenza ngezinga eliphansi. Ngaso leso sikhathi, ukutholakala okuphelele kwe-iron emhlabeni kuzoqhubeka nokuxega, futhi umthamo wensimbi wezwe lami wokungenisa izoshintsha kancane.
Ukukhiqizwa kwensimbi
Ekupheleni kukaNovemba, izibalo ezibalulekile ze-CISA mayelana nokuphuma kwansuku zonke kwamabhizinisi ensimbi nensimbi kwakungamathani ayizigidi ezingu-2.0285 ensimbi engahluziwe, +1.32% kusukela enyangeni edlule; Amathani ayizigidi ezingu-1.8608 zensimbi yengulube, + 2.62% kusukela ngenyanga edlule; Amathani ayizigidi ezingu-2.0656 wemikhiqizo yensimbi, + 4.86% kusukela ngenyanga edlule + 2.0%). Ngokwezilinganiso zokukhiqiza zamabhizinisi abalulekile ezibalo zensimbi nensimbi, isilinganiso sikazwelonke esiphuma nsuku zonke ngasekupheleni kukaNovemba sasingamathani ayizigidi ezingu-2.7344 ensimbi engahluziwe, +0.60% inyanga nenyanga; Amathani ayizigidi ezingu-2.3702 wezingulube zensimbi, + 1.35% inyanga nenyanga; I-3.6118 million amathani ensimbi, + 1.62% inyanga nenyanga.
Ukuthengiselana kanye ne-Inventory
Ngesonto eledlule (isonto lesibili likaDisemba, kusukela ngoDisemba 5 kuya ku-9, okufanayo ngezansi) ukuthuthukiswa nokulungiswa kwenqubomgomo yokuvimbela ubhubhane kunomfutho othile emakethe, okushayela ukwanda okuncane kwesidingo sensimbi ephansi, kodwa kunzima shintsha ukwehla kwemakethe jikelele, isizini off-season Izici zisasobala, futhi isidingo sensimbi kazwelonke siyaqhubeka nokuhlala siphansi. Umqondo wokuqagela emakethe yensimbi yesikhashana usufudumala, futhi umthamo wokuhweba wemikhiqizo yensimbi emakethe yendawo lusantenga uma kuqhathaniswa. Isilinganiso samasonto onke somthamo wokuhweba wansuku zonke wemikhiqizo yensimbi yokwakha sasingamathani angu-629,000, + 10.23% inyanga nenyanga kanye -19.93% unyaka nonyaka. I-inventory ye-Steel social kanye ne-inventory yensimbi yensimbi inyuke kancane. Isamba senhlalo yenhlalo kanye nensimbi yensimbi yezinhlobo ezinhlanu ezinkulu zensimbi yayingamathani ayizigidi ezingu-8.5704 kanye namathani ayizigidi ezingu-4.3098, ngokulandelana, + 0.58% kanye + 0.29% inyanga nenyanga, kanye -10.98% kanye -7.84% ngonyaka-on- unyaka. Kulindeleke ukuthi kuleli sonto, umthamo wokuhweba wemikhiqizo yensimbi uzoshintsha kancane.
Amanani kaphethiloli angahluziwe
I-Coke, isilinganiso senani lentengo yangaphambili yemboni ye-coke ye-metallurgical yebanga lokuqala ngesonto eledlule yayingu-2748.2 yuan ngethani, +3.26% inyanga nenyanga kanye no-+2.93% unyaka nonyaka. Muva nje, umjikelezo wesithathu wokwenyuka kwentengo ye-coke usufikile. Ngenxa yokwenyuka ngasikhathi sinye kwezindleko zokupheka amalahle, izinzuzo zamabhizinisi okupheka zisencane kakhulu. Uhlu lwe-coke lwezigayo zensimbi ezansi nomfula luphansi. Uma kucatshangelwa isidingo sokugcina ubusika kanye nokugcwaliswa kabusha, intengo yemikhiqizo yensimbi ene-superimposed iye yaphakama kancane kancane. Ngensimbi yensimbi, indawo eya phambili intengo ye-CIF engu-62% yensimbi ecolekileyo engenisiwe ngempelasonto edlule ibingu-US$112.11 ithani, +5.23% inyanga nenyanga, +7.14% unyaka nonyaka, kanye nenani eliyisilinganiso samasonto onke libe ngu-+7.4% inyanga nenyanga. Ngesonto eledlule, i-port iron ore kanye nesilinganiso sokusebenza kwesithando somlilo sikhuphuke kancane, kuyilapho isilinganiso sokukhiqizwa kwensimbi encibilikisiwe yansuku zonke sehle kancane. Ukunikezwa okuphelele kanye nesidingo se-iron ore kwahlala kuxege. Kulindeleke ukuthi kuleli sonto amanani ensimbi azoguquguquka ngezinga eliphezulu. Ezinsimbini ezilahliwe, izintengo zensimbi ezilahliwe zasekhaya zenyuke kancane ngesonto eledlule. Isilinganiso senani lentengo yensimbi eyizinsimbi ezingaphezu kuka-6mm emadolobheni angu-45 kwakungu-2569.8 yuan ngethani, okwakungu +2.20% inyanga nenyanga kanye -14.08% unyaka nonyaka. Emazweni ngamazwe, izintengo zensimbi ye-scrap eYurophu zikhuphuke kakhulu, nge-Rotterdam + 4.67% inyanga nenyanga kanye neTurkey + 3.78% inyanga nenyanga. Izintengo zensimbi yase-US bezingu-+5.49% inyanga nenyanga. Ngokuqaliswa kancane kancane kwezinqubomgomo ezinhle ezinkulu, ukuthuthukiswa okuqhubekayo kwezinqubomgomo zendawo zokuvimbela nokulawula ubhubhane, kanye nokugcinwa kwasebusika kwezinsimbi ezilahliwe kwamanye amabhizinisi, kuye kwasungulwa okunye ukusekelwa kwamanani entengo yensimbi. Kulindeleke ukuthi kuleli sonto, izintengo zensimbi ezilahliwe zizoqina phakathi kwebanga elincane.
intengo yensimbi
Izintengo zemakethe yensimbi zikhuphuke kancane ngesonto eledlule. Ngokwezibalo ze-China Iron and Steel Association, inani lentengo ngethani ngalinye lensimbi yezinhlobo eziyisishiyagalombili ezinkulu zensimbi yi-4332 yuan, +0.83% inyanga nenyanga kanye -17.52% unyaka nonyaka. Ngokombono wemikhiqizo yensimbi, ngaphandle kwamapayipi angenamthungo, okwakungu -0.4% inyanga nenyanga, ezinye izinhlobo ezinkulu zonke zikhuphuke kancane, ngaphakathi kuka-2%.
Ngesonto eledlule, imakethe yensimbi ngokuvamile iqhubekile nokuhlinzeka ngobuthaka nesimo sokufunwa kwesonto eledlule. Izinga lokusebenza kwezithando zomlilo landa kancane, isilinganiso sokukhishwa kwansuku zonke kwensimbi encibilikisiwe sehla kancane, futhi ukukhishwa kwemikhiqizo yensimbi kukhuphuke kancane. Ngasohlangothini lwesidingo, ngaphansi kokwenyuka okuhle kwangaphandle, umsebenzi wesidingo sokuqagela ezimakethe ukhule kakhulu, kuyilapho ukusetshenziswa kwamabala kwemikhiqizo yensimbi kusalokhu kuntenga njengoba ubusika buya ngokuya bushona. Isekelwe izici ezifana namanani entengo aqinile kanye nakaphethiloli, amazinga aphansi wempahla, kanye nokwenyuka okulindelekile kokuncishiswa kokukhiqiza eduze noMkhosi Wasentwasahlobo, ukwehla okukhulu kwezintengo zensimbi akunawo umfutho. Kulindeleke ukuthi amanani ensimbi aqhubeke nokushintshashintsha kuleli sonto. (I-Ruixiang Steel Research Institute)
Isikhathi sokuthumela: Dec-13-2022