Muva nje, ngokusetshenziswa kancane kancane kwezinqubomgomo ezinkulu ezinhle, ukuzethemba kwemakethe kukhushulwe ngempumelelo, futhi amanani aphansi ezimpahla ezimnyama ayaqhubeka nokukhuphuka. Intengo ephansi yensimbi engenisiwe ifinyelele phezulu kakhulu ezinyangeni ezine ezedlule, intengo ye-coke ikhuphuke kathathu esikhathini esifushane, kanti insimbi eqoshiwe iyaqhubeka nokuba namandla. Umkhiqizo wemikhiqizo yensimbi ukhuphuke kancane, isidingo ngesikhathi sokungasebenzi sincipha kancane kancane, kanti ukunikezwa nesidingo kuqhubeke nokuba buthakathaka. Amanani aqinile okuluhlaza kanye nophethiloli, ukwehla komkhiqizo okulindelwe eduze noMkhosi WaseNtwasahlobo, kanye namazinga aphansi esitokweni kube yizinto eziyinhloko ezisekela amanani ensimbi ekusetshenzisweni kwamanje kokungasebenzi kwesizini.
ukungenisa nokuthumela ngaphandle
Kusukela ngoJanuwari kuya kuNovemba, ukungeniswa kwe-iron ore kanye nokugxila kwayo okuhlanganisiwe kwakungamathani ayizigidi eziyi-1.016, okungu-2.1% ngonyaka, okwakungeniswa kuwo ngoNovemba kwakungamathani ayizigidi eziyi-98.846, inyanga nenyanga +4.1%, kanye no-5.8% ngonyaka nonyaka. Ukuthunyelwa kwemikhiqizo yensimbi okuhlanganisiwe kwakungamathani ayizigidi eziyi-61.948, +0.4% unyaka nonyaka, okwashintsha kusukela ekwehleni kwaba ukwanda okokuqala onyakeni wonke. Phakathi kwazo, ukuthunyelwa kwamanye amazwe ngoNovemba kwakungamathani ayizigidi eziyi-5.590, +7.8% inyanga nenyanga kanye no-28.2% unyaka nonyaka. Ukungeniswa kwemikhiqizo yensimbi okuhlanganisiwe kwakungamathani ayizigidi eziyi-9.867, okwakungama-25.6% unyaka nonyaka, okwakungeniswa kuwo amathani angu-752,000 ngoNovemba, okwakungama-2.6% inyanga nenyanga kanye no-47.2% unyaka nonyaka. NgoNovemba, ukukhula komnotho womhlaba wonke kwaqhubeka nokwehla, imboni yokukhiqiza yayihamba kancane, futhi isidingo semikhiqizo yensimbi kanye ne-iron ore yaphesheya kwezilwandle sahlala sibuthakathaka. Kulindeleke ukuthi umthamo wokuthunyelwa kwensimbi ezweni lami uzoshintshashintsha kancane ngoDisemba, futhi umthamo wokungeniswa uzosebenza ezingeni eliphansi. Ngesikhathi esifanayo, ukuhlinzekwa kwe-iron ore iyonke emhlabeni kuzoqhubeka nokukhululeka, futhi umthamo wokungeniswa kwe-iron ore ezweni lami uzoshintshashintsha kancane.
Ukukhiqizwa kwensimbi
Ngasekupheleni kukaNovemba, izibalo ezibalulekile ze-CISA mayelana nomkhiqizo wansuku zonke ojwayelekile wamabhizinisi ensimbi nensimbi kwakuyizigidi ezingama-2.0285 zamathani ensimbi engahluziwe, +1.32% kusukela ngenyanga edlule; amathani ayizigidi ezingu-1.8608 ensimbi yengulube, +2.62% kusukela ngenyanga edlule; amathani ayizigidi ezingu-2.0656 emikhiqizo yensimbi, +4.86% kusukela ngenyanga edlule +2.0%). Ngokusho kwezilinganiso zokukhiqiza zamabhizinisi abalulekile ensimbi nensimbi, isilinganiso somkhiqizo wansuku zonke kazwelonke ngasekupheleni kukaNovemba sasingamathani ayizigidi ezingu-2.7344 ensimbi engahluziwe, +0.60% inyanga nenyanga; amathani ayizigidi ezingu-2.3702 ensimbi yengulube, +1.35% inyanga nenyanga; amathani ayizigidi ezingu-3.6118 ensimbi, +1.62% inyanga nenyanga.
Ukuthengiselana kanye ne-Inventory
Ngesonto eledlule (ngesonto lesibili likaDisemba, kusukela mhla zi-5 kuya ku-9 kuDisemba, okufanayo ngezansi) ukwenza ngcono nokulungiswa kwenqubomgomo yokuvimbela ubhubhane kuthuthukise imakethe, okuqhuba ukwanda okuncane kwesidingo sensimbi esezansi, kodwa kunzima ukushintsha ukwehla kwemakethe iyonke, isizini engaphandle kwesizini yesizini. Izici zisabonakala, futhi isidingo sensimbi sikazwelonke siyaqhubeka nokuhlala siphansi. Umuzwa wokuqagela emakethe yensimbi yesikhathi esifushane usufudumele, futhi inani lokuhweba lemikhiqizo yensimbi emakethe yesikhashana lisahamba kancane. Inani elimaphakathi lokuhweba kwansuku zonke lemikhiqizo yensimbi yokwakha lalingamathani angu-629,000, +10.23% inyanga nenyanga kanye no-19.93% unyaka nonyaka. Impahla yensimbi yomphakathi kanye nempahla yensimbi yensimbi ikhuphuke kancane. Inani eliphelele lemikhiqizo yensimbi kanye neyenhlalo yezinhlobo ezinhlanu ezinkulu zensimbi lalingamathani ayizigidi ezingu-8.5704 kanye namathani ayizigidi ezingu-4.3098, ngokulandelana, +0.58% kanye +0.29% inyanga nenyanga, kanye -10.98% kanye -7.84% unyaka nonyaka. Kulindeleke ukuthi kuleli sonto, inani lokuhweba lemikhiqizo yensimbi lizoshintsha kancane.
Amanani kaphethiloli aluhlaza
I-Coke, intengo ejwayelekile ye-coke yensimbi yebanga lokuqala ngesonto eledlule yayingu-2748.2 yuan ngethani, +3.26% inyanga nenyanga kanye +2.93% unyaka nonyaka. Muva nje, umjikelezo wesithathu wokwenyuka kwentengo ye-coke ufikile. Ngenxa yokwenyuka ngasikhathi sinye kwezindleko zamalahle okupheka, inzuzo yamabhizinisi okupheka isencane kakhulu. Impahla ye-coke yemishini yensimbi engezansi iphansi. Uma kucatshangelwa isidingo sokugcina nokugcwalisa kabusha ebusika, intengo yemikhiqizo yensimbi ebekwe ngaphezulu ikhuphuke kancane. Nge-iron ore, intengo ye-CIF ye-62% ye-fine ore engeniswe ngempelasonto edlule yayingu-US$112.11 ngethani, +5.23% inyanga nenyanga, +7.14% unyaka nonyaka, kanti intengo ejwayelekile yamasonto onke yayingu-+7.4% inyanga nenyanga. Ngesonto eledlule, izinga lokusebenza kwe-port iron ore kanye ne-blast furnace likhuphuke kancane, kuyilapho ukukhiqizwa kwensimbi encibilikisiwe kwansuku zonke kwehla kancane. Ukutholakala kanye nesidingo sensimbi yonke kuhlale kukhululekile. Kulindeleke ukuthi kuleli sonto, amanani ensimbi azoshintshashintsha ngezinga eliphezulu. Ngensimbi eqoshiwe, amanani ensimbi eqoshiwe yasekhaya akhuphuke kancane ngesonto eledlule. Intengo emaphakathi yensimbi eqoshiwe engaphezu kuka-6mm emadolobheni angu-45 yayingu-2569.8 yuan ngethani, okwakungu-+2.20% inyanga nenyanga kanye no-14.08% unyaka nonyaka. Emazweni angaphandle, amanani ensimbi eqoshiwe eYurophu akhuphuke kakhulu, kanti iRotterdam +4.67% inyanga nenyanga kanye neTurkey +3.78% inyanga nenyanga. Amanani ensimbi eqoshiwe yase-US ayengu-+5.49% inyanga nenyanga. Ngokusetshenziswa kancane kancane kwezinqubomgomo ezinkulu ezinhle, ukuthuthukiswa okuqhubekayo kwezinqubomgomo zokuvimbela nokulawula ubhubhane lwendawo, kanye nokugcinwa kwensimbi eqoshiwe ebusika kwamanye amabhizinisi, kuye kwakhiwa ukwesekwa okuthile kwamanani ensimbi eqoshiwe. Kulindeleke ukuthi kuleli sonto, amanani ensimbi eqoshiwe azoqina ngaphakathi kobubanzi obuncane.
intengo yensimbi
Amanani emakethe yensimbi akhuphuke kancane ngesonto eledlule. Ngokwezibalo ze-China Iron and Steel Association, intengo emaphakathi ngethani lensimbi yezinhlobo eziyisishiyagalombili ezinkulu zensimbi ingu-4332 yuan, +0.83% inyanga nenyanga kanye no-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 nesimo sokutholakala kwempahla esibuthakathaka kanye nesidingo sesonto eledlule. Izinga lokusebenza kwezitofu zokuqhuma lenyuke kancane, isilinganiso sokukhishwa kwansuku zonke kwensimbi encibilikisiwe sehle kancane, kanti umkhiqizo wemikhiqizo yensimbi wenyuke kancane. Ngasohlangothini lwesidingo, ngaphansi kokukhula okuhle kwangaphandle, umsebenzi wesidingo sokuqagela semakethe ukhuphuke kakhulu, kuyilapho ukusetshenziswa kwemikhiqizo yensimbi kusalokhu kuncipha njengoba ubusika bukhula. Kusekelwa yizici ezifana namanani aqinile okusetshenziswa kwensimbi kanye nophethiloli, amazinga aphansi esitokweni, kanye nokwanda kokulindela kokunciphisa umkhiqizo eduze noMkhosi WaseNtwasahlobo, ukwehla okukhulu kwamanani ensimbi akunamandla. Kulindeleke ukuthi amanani ensimbi azoqhubeka nokushintshashintsha kuleli sonto. (Ruixiang Steel Research Institute)
Isikhathi sokuthunyelwe: Disemba 13-2022