Kutshanje, ngokuphunyezwa kancinci kancinci kwemigaqo-nkqubo emihle ye-macro, ukuzithemba kwimarike kuye kwanda ngempumelelo, kwaye amaxabiso aphantsi eempahla ezimnyama ayaqhubeka nokunyuka. Ixabiso eliphantsi le-iron ore engeniswe kwamanye amazwe liye lafikelela kwinqanaba eliphezulu kwiinyanga ezine ezidlulileyo, ixabiso le-coke liye lanyuka kathathu kwixesha elifutshane, kwaye i-scrap steel iyaqhubeka nokuba namandla. Imveliso yeemveliso zentsimbi inyuke kancinci, imfuno ngexesha lokungabikho kwexesha lokuthengisa iye yancipha kancinci, kwaye ukubonelela kunye nemfuno kuqhubekile nokuba buthathaka. Amaxabiso aqinileyo e-green kunye ne-fuel, ulindelo oluphezulu lokunciphisa imveliso kufutshane noMnyhadala weNtwasahlobo, kunye namanqanaba aphantsi e-inventory ziye zaba zizinto eziphambili ezixhasa amaxabiso entsimbi ekusetyenzisweni kwangoku ngaphandle kwexesha lokuthengisa.
ukungenisa nokuthumela ngaphandle
Ukususela ngoJanuwari ukuya kuNovemba, ukungeniswa kwe-iron ore kunye nomxube wayo bekuyi-1.016 yeebhiliyoni zeetoni, unyaka nonyaka -2.1%, apho ukungeniswa ngoNovemba bekuyi-98.846 yezigidi zeetoni, inyanga nenyanga +4.1%, kunye nonyaka nonyaka -5.8%. Ukuthunyelwa kwamanye amazwe kweemveliso zentsimbi bekuyi-61.948 yezigidi zeetoni, +0.4% unyaka nonyaka, okuye kwaguquka ukusuka ekwehleni ukuya ekunyukeni okokuqala kunyaka wonke. Phakathi kwazo, ukuthunyelwa kwamanye amazwe ngoNovemba bekuyi-5.590 yezigidi zeetoni, +7.8% inyanga nenyanga kunye +28.2% unyaka nonyaka. Ukungeniswa kwamanye amazwe kweemveliso zentsimbi bekuyi-9.867 yezigidi zeetoni, ebeyi-25.6% unyaka nonyaka, apho iitoni ezingama-752,000 zingeniswe ngoNovemba, ebeyi-2.6% inyanga nenyanga kunye ne-47.2% unyaka nonyaka. NgoNovemba, ukukhula koqoqosho lwehlabathi kwaqhubeka nokuhla, ishishini lokuvelisa lalicotha, kwaye imfuno yeemveliso zentsimbi kunye ne-iron ore zaphesheya kwelizwe yahlala ibuthathaka. Kulindeleke ukuba umthamo wokuthunyelwa kwentsimbi kwilizwe lam uza kutshintsha kancinci ngoDisemba, kwaye umthamo wokungeniswa kwentsimbi uza kusebenza kwinqanaba eliphantsi. Kwangaxeshanye, ukunikezelwa kwe-iron ore iyonke kwihlabathi kuya kuqhubeka kukhululekile, kwaye umthamo wokungeniswa kwe-iron ore yelizwe lam uya kutshintsha kancinci.
Imveliso yentsimbi
Ngasekupheleni kukaNovemba, izibalo eziphambili zeCISA malunga nokuveliswa kwemihla ngemihla kweenkampani zentsimbi nentsimbi zaziziitoni ezizigidi ezingama-2.0285 zentsimbi ekrwada, +1.32% ukusuka kwinyanga ephelileyo; iitoni ezizigidi ezili-1.8608 zentsimbi yehagu, +2.62% ukusuka kwinyanga ephelileyo; iitoni ezizigidi ezingama-2.0656 zeemveliso zentsimbi, +4.86% ukusuka kwinyanga ephelileyo +2.0%). Ngokweengxelo zemveliso zeenkampani eziphambili zentsimbi nentsimbi, umyinge wemveliso yemihla ngemihla kazwelonke ekupheleni kukaNovemba yayiziitoni ezizigidi ezingama-2.7344 zentsimbi ekrwada, +0.60% inyanga nenyanga; iitoni ezizigidi ezingama-2.3702 zentsimbi yehagu, +1.35% inyanga nenyanga; iitoni ezizigidi ezingama-3.6118 zentsimbi, +1.62% inyanga nenyanga.
Iintengiselwano kunye ne-inventory
Iveki ephelileyo (kwiveki yesibini kaDisemba, ukusuka nge-5 ukuya kwi-9 kaDisemba, ilandelayo ngezantsi) ukwenziwa ngcono kunye nokulungiswa komgaqo-nkqubo wokuthintela ubhubhane kuye kwaphucula imarike, nto leyo eqhuba ukunyuka okuncinci kwimfuno yentsimbi esezantsi, kodwa kunzima ukutshintsha ukwehla kwemarike iyonke, ixesha lonyaka ngaphandle kwexesha. Iimpawu zisabonakala, kwaye imfuno yentsimbi yesizwe iyaqhubeka iphantsi. Ingcinga eqikelelweyo kwimarike yentsimbi yexesha elifutshane ifudumale, kwaye umthamo wokurhweba weemveliso zentsimbi kwimarike yendawo usacotha. Umthamo oqhelekileyo weveki wemveliso yentsimbi yokwakha yayiyi-629,000 yeetoni, +10.23% inyanga nenyanga kunye ne-19.93% ngonyaka. Umthamo wezinto zentsimbi kunye nomatshini wesinyithi wenyuka kancinci. Isixa sisonke seemveliso zentsimbi kunye neze-social media kwiintlobo ezintlanu eziphambili zentsimbi yayiyi-8.5704 yezigidi zeetoni kunye ne-4.3098 yezigidi zeetoni, ngokwahlukeneyo, +0.58% kunye +0.29% inyanga nenyanga, kunye -10.98% kunye -7.84% unyaka nonyaka. Kulindeleke ukuba kule veki, umthamo worhwebo lweemveliso zentsimbi uya kutshintsha kancinci.
Amaxabiso epetroli eluhlaza
I-Coke, ixabiso eliqhelekileyo le-coke yesinyithi yeklasi yokuqala kwiveki ephelileyo yayiyi-2748.2 yuan ngetoni, +3.26% inyanga nenyanga kunye +2.93% ngonyaka. Kutshanje, umjikelo wesithathu wokunyuka kwamaxabiso e-coke uye wehla. Ngenxa yokunyuka ngaxeshanye kweendleko zamalahle okupheka, inzuzo yamashishini okupheka isancinci. Uluhlu lwe-coke lwee-steel mills ezisezantsi luphantsi. Xa kujongwa imfuno yokugcina nokugcwalisa ebusika, ixabiso leemveliso zesinyithi ezifakwe ngaphezulu liye lenyuka ngokuthe chu. Kwi-iron ore, ixabiso le-CIF eliphambili le-62% ye-fine ore engeniswe ngempelaveki ephelileyo yayiyi-US$112.11 ngetoni, +5.23% inyanga nenyanga, +7.14% unyaka nonyaka, kwaye ixabiso eliqhelekileyo leveki yayiyi-+7.4% inyanga nenyanga. Kwiveki ephelileyo, izinga lokusebenza kwe-port iron ore kunye ne-blast furnace lenyuke kancinci, ngelixa imveliso ye-iron ore yemihla ngemihla yehla kancinci. Ubonelelo kunye nemfuno ye-iron ore iyonke ihlale ikhululekile. Kulindeleke ukuba kule veki, amaxabiso e-iron ore aza kutshintsha-tshintsha kwinqanaba eliphezulu. Kwi-scrap steel, amaxabiso e-scrap steel asekhaya anyuke kancinci kwiveki ephelileyo. Ixabiso eliqhelekileyo le-scrap steel elingaphezulu kwe-6mm kwizixeko ezingama-45 yayiyi-2569.8 yuan ngetoni, eyayiyi-+2.20% inyanga nenyanga kunye ne--14.08% unyaka nonyaka. Kumazwe ngamazwe, amaxabiso e-scrap steel eYurophu anyuke kakhulu, apho iRotterdam +4.67% inyanga nenyanga kunye neTurkey +3.78% inyanga nenyanga. Amaxabiso e-scrap steel aseMelika ayeyi-+5.49% inyanga nenyanga. Ngokusetyenziswa kancinci kancinci kwemigaqo-nkqubo emihle, ukuphuculwa okuqhubekayo kwemigaqo-nkqubo yokuthintela nokulawula ubhubhane lwasekuhlaleni, kunye nokugcinwa kwe-scrap steel ebusika kwamanye amashishini, kuye kwenziwa inkxaso ethile yamaxabiso e-scrap steel. Kulindeleke ukuba kule veki, amaxabiso e-scrap steel aza komelela ngaphakathi koluhlu oluncinci.
ixabiso lentsimbi
Amaxabiso emarike yentsimbi anyuke kancinci kwiveki ephelileyo. Ngokwezibalo ze-China Iron and Steel Association, ixabiso eliqhelekileyo ngetoni nganye yentsimbi kwiintlobo ezisibhozo eziphambili zentsimbi yi-4332 yuan, +0.83% inyanga nenyanga kunye ne-17.52% unyaka nonyaka. Ngokwembono yeemveliso zentsimbi, ngaphandle kwemibhobho engenamthungo, eyayiyi-0.4% inyanga nenyanga, ezinye iintlobo eziphambili zonke zinyuke kancinci, ngaphakathi kwe-2%.
Kwiveki ephelileyo, imakethi yentsimbi ngokubanzi iqhubekile nemeko yokungabikho kobonelelo kunye nemfuno yeveki ephelileyo. Izinga lokusebenza kwezitofu zomlilo linyuke kancinci, imveliso yemihla ngemihla yentsimbi enyibilikisiweyo yehle kancinci, kwaye imveliso yeemveliso zentsimbi inyuke kancinci. Kwicala lemfuno, phantsi kokunyuka okuhle kwangaphandle, umsebenzi wemfuno yemarike yoqikelelo unyuke kakhulu, ngelixa ukusetyenziswa kweemveliso zentsimbi kusaqhubeka kucotha njengoko ubusika busiya busiba nzulu. Ixhaswa zizinto ezifana namaxabiso aqinileyo ekrwada kunye nepetroli, amanqanaba aphantsi empahla, kunye nolindelo olukhulayo lokuncitshiswa kwemveliso kufutshane noMnyhadala weNtwasahlobo, ukwehla okukhulu kwamaxabiso entsimbi akunawo amandla. Kulindeleke ukuba amaxabiso entsimbi aqhubeke nokutshintsha kule veki. (I-Ruixiang Steel Research Institute)
Ixesha lokuthumela: Disemba-13-2022