Kutshanje, imakethi emnyama itshintshile ukusuka ekunyukeni ukuya ekuweni. Ingakumbi namhlanje, amaxabiso entsimbi eluhlaza kunye nepetroli emelwe yi-iron ore, i-coking coal kunye ne-coke anyukile. Phakathi kwazo, ixabiso lesivumelwano sika-2209, amandla aphambili e-iron ore futures, linyuke nge-7.16% namhlanje, kwaye amandla aphambili e-coke Isivumelwano sinyuke nge-7.52%, kwaye isivumelwano esiphambili se-coking coal sinyuke nge-10.98%. Ukuhlalutya izizathu, kukho la manqaku alandelayo:
1. Kwinqanaba le-macro, i-Federal Reserve yaphesheya ibhengeze iziphumo zengxoxo yayo yenqanaba lenzala kwiiyure zakusasa zale ntsasa, kwaye izinga lokunyuka kwenqanaba lenzala liqhubeke nokuhlala kuma-75 basis points, elaliphantsi kunama-100 basis points alindelwe yimarike. Kulindeleke ukuba kubekho uhlengahlengiso kwisicelo, kwaye amaxabiso eemveliso aza kuphinda abuyele kwisimo esifanayo. Ukunikezelwa kwezakhiwo ezingagqitywanga kwiindawo ezahlukeneyo kwikhaya kuye kwancitshiswa kwinqanaba elithile kutshanje. Ukongeza, ngokuphunyezwa kancinci kancinci komgaqo-nkqubo wokuqinisekisa ukunikezelwa kwezakhiwo, imfuno yezindlu kulindeleke ukuba ibuye kancinci kancinci, kwaye ulindelo olubi kwinqanaba lokuqala nalo luye lwalungiswa.
2. Ngokuphathelele kushishino, ngenxa yokwehla okukhulu kwexabiso le-coke kutshanje, ii-steel mills ziphinde zanika umda wenzuzo omalunga ne-100 yuan ngokwembono yenzuzo yemveliso ebalwe kwangoko. Ke ngoko, imakethi iqalile ukubona ukuqaliswa kwakhona okukhulu kwemveliso yi-steel mills. Kulindeleke, kwaye ngokwembono yeendlela zokunciphisa imveliso ye-steel mills kwinqanaba lokuqala, uninzi lwazo lusekelwe kakhulu kulondolozo kunye nokunciphisa imveliso. Ukuba imveliso iqala ukuqalisa kwakhona, iya kukwazi ukubuyela kwimeko yesiqhelo ngokukhawuleza ukuya kwinqanaba elithile, nto leyo ebangela ukuba imakethi iqale ukulandela ingqiqo yokuqaliswa kwakhona kwemveliso yentsimbi. Ukongeza, ngokwemeko yamalahle, kuba ingxaki yamandla yehlabathi isaqhubeka, ukuqikelela kwamandla ehlabathi kunamandla, kwaye imfuno yamalahle inamandla. Ukongeza, iNtshona iyaqhubeka nokwandisa izohlwayo kwiRashiya, nto leyo ekhokelela ekunciphiseni ukunikezelwa kwegesi yendalo kwihlabathi liphela, kwaye imakethi itshintshela imfuno kwi-market yamalahle ikhokelele kwimakethi yamalahle ashushu. Kwangaxeshanye, imfuno yamalahle asekhaya inyukile ngenxa yobushushu obuphezulu kwiindawo ezininzi kulo nyaka, nto leyo ekhokelele ekwandeni kwemfuno yamalahle asekhaya. Ukuze kuqinisekiswe ukunikezelwa kwamalahle ashushu, ezinye iinkampani zamalahle ziye zanciphisa imveliso yamalahle ashushu ukuya kwinqanaba elithile. Ukongeza, kukho amarhe emarike. , amanye amalahle ashushu asetyenziswa njengamalahle ashushu ukuqinisekisa ukunikezelwa, nto leyo ekhokelela ekwehleni okuthile kwicala lokunikezelwa kwamalahle ashushu. Ngokuphathelele i-coke, ngenxa yokuhla okubukhali okuqhubekayo kwisitokhwe esitshisiweyo kutshanje, isityalo se-coking naso siye saqhubeka nokulahlekelwa yimali, nto leyo ebangele ukwehla kwemveliso ye-coke. Ukongeza, amarhe emarike akutshanje okuba umgaqo-nkqubo wokuphelisa ii-oveni ze-coke ze-4.3-meter uye wavela kwakhona, nto leyo echaphazela ulindelo lokunikezelwa kwe-coke iyonke.
3. Ngokuphathelele iimvakalelo, ngenxa yokwehla okukhulu kwamaxabiso kwinqanaba lokuqala kunye noluhlu oluphantsi lwezinto ezikrwada kunye namafutha kwiifektri zentsimbi, kunye nokuphuculwa kolindelo olukhulu, ukuqikelela kwemarike kwaqala ukunyuka kancinci kancinci, nto leyo eyabangela ukuba ixabiso lezinto ezikrwada kunye namafutha linyuke kakhulu ngelixa linyuka ukusuka kwicala leendleko.
Ixesha lokuthumela: Agasti-10-2022