Usudlulile u-2021 futhi sekuqalile uNyaka Omusha. Uma sibheka emuva onyakeni, imakethe yensimbi iye yaba nezikhathi ezinhle nezimbi zayo. Engxenyeni yokuqala yonyaka, ukusimama komnotho womhlaba wonke, ukukhula ngokushesha kwezakhiwo zasekhaya kanye nokutshalwa kwezimali kwempahla engaguquki. , ukushayela isidingo sensimbi, izintengo zensimbi endaweni ekhuphukayo, intengo yake yafinyelela irekhodi eliphezulu.Maphakathi nonyaka, kwaba nezingcingo eziphindaphindwayo zezikhulu eziphezulu zokuthi zibambe intengo yempahla ekukhuphukeni ngokushesha okukhulu, kulandelwa ukukhala okubukhali. ukulungiswa kwezimpahla, okuholwa yinsimbi.Umnotho wasekhaya wafinyelela umvuthwandaba engxenyeni yesibili yonyaka, isidingo semakethe siba buthakathaka, amanani ezimakethe zensimbi ehla kancane kancane.

Njengamanje, abantu abaningi bensimbi endala abanelisekile ngokusebenza kwemakethe yensimbi ngoDisemba, yiqiniso, kukhona umehluko ekubukeni kwemakethe, ukuthi ukuphakama akuzange kuphakame ngokwanele, ukuthi ukuwa akuzange kuwele ngokwanele, noma ngabe iyindawo, noma ikusasa, lisendaweni ephakathi kokushaqeka.NgoJanuwari, ngenxa yoMkhosi waseNtwasahlobo wokuqala kulo nyaka, ngaphandle kosuku lukaNcibijane noMkhosi waseNtwasahlobo, asikho isikhathi esiningi sokuhweba okuphumelelayo emakethe. Lapho sibhekene nesidingo esinciphayo, isikhathi esiningi sibangelwa imali kanye nemizwelo, ngakho-ke kuzoba nenani eliningi ngaphandle kwemakethe. Ikakhulukazi phakathi kwezinkampani ze-logistics ziseholidini, umbukiso wezohwebo wangempela uzoncishiswa kakhulu. isikhathi, incazelo yemakethe akuyona intengo, ilele kulokho okulindelwe ngemva komkhosi kanye nezixazululo ezihlukahlukene zobungozi.

Izintengo zensimbi zenyuka zase zehla

Ngokusebenza kwaminyaka yonke kwemakethe yensimbi ngo-2021, abahlaziyi bathi imakethe yensimbi ngo-2021 yazuza emjikelezweni wokukhuphuka okuyinhloko kanye nokuphazamiseka ohlangothini lokunikezela, unyaka wonke ukuwa, iYang ngemuva kokucindezelwa, kumabhizinisi ensimbi iyisivuno esikhulu, kodwa amabhizinisi omjikelezo wokuhweba kufanele azuze futhi alahlekelwe, ingqikithi ayilungile.

Ekupheleni kwemakethe, izinkampani zensimbi zinethemba elikhulu ngekusasa.Valin Iron & Steel muva nje uthe ukukhiqizwa nokusebenza kwenkampani engxenyeni yesine bekusezingeni elijwayelekile. Mayelana namapuleti, isidingo sokwakhiwa kwemikhumbi, amandla omoya, izimoto kanye nempahla yasendlini sasisihle. Inzuzo yebhodi lokwakha imikhumbi iye yagcina izinga elihle kusukela ekuqaleni kwalo nyaka, futhi kulindeleke ukuthi iqhubeke nokugcina inkambiso enhle esikhathini esizayo, kuyilapho isidingo semishini yokwakha namaloli asindayo sasibuthakathaka. ngenxa yethonya lezinqubomgomo zokulawulwa kwezakhiwo, isidingo sibuthakathaka, kodwa isikhathi esingenathemba kakhulu kungenzeka ukuthi sesidlulile, futhi isidingo sokwakhiwa okuphezulu Amabhuloho ahlala azinzile.Isidingo sepayipi lensimbi engenamthungo eliphansi kukawoyela negesi imboni yezinzile izinzile.

Mayelana nokuthambekela kwemakethe ka-2022, abahlaziyi bathi imakethe yensimbi iyonke ngonyaka ozayo iqaphile, lo mzuliswano omfushane womjikelezo omfushane kulo nyaka uqinisekisiwe, ngo-2022 emjikelezweni we-ebb tide kanye nenqubomgomo yokubopha umqondo omkhulu, izintengo zensimbi kufanele zilandele. isinyathelo.Kusukela kuNgqungquthela Enkulu Yomsebenzi Nomnotho, siyabona ukuthi ukukhula okuqhubekayo ngo-2022 kuyisimo esingakaze sibonwe, futhi inhloko eyinhloko yeKhomishana Yezokuthuthukiswa Nezinguquko Kazwelonke ize yakubeka kwacaca ukuthi “sizokwethula ngokucophelela izinqubomgomo nezindlela umphumela onciphayo”.Ngokusekelwe kulokhu, ukuvumelana kwemakethe okuphezulu kwangaphambilini kokuphakelwa kabili kwephethini yokwehla kwesidingo kungase kube nzima ukuvela, ukunikezwa kwensimbi kulindeleke ukuthi kukhule ngo-2022, isidingo sizinzile ngokunyuka, iphethini iyonke yokusatshalaliswa ngokweqile.

Ingabe imakethe ingakhuphuka ngemva koNyaka Omusha?

Ngena ngoJanuwari, isidingo semakethe sibuthakathaka futhi sibuthakathaka, imakethe iseduze nokulindelwe, isitoreji sasebusika kanye negeyimu yemali, ayikho imakethe esobala kakhulu. isikhawu, 450-600 ephakeme kunonyaka odlule, imboni kulindeleke ukuba inzuzo isikhala silinganiselwe, kodwa isimo sengqondo ukuvikela inqubomgomo yensimbi futhi uqine more.Indawo yonke imakethe indawo kusazoba eduze amanani isitoreji ebusika, January angase abe nendawo encane ngenxa yokwehla, kodwa izinga ngeke libe likhulu kakhulu.Ngemva komkhosi, ikakhulukazi bheka isidingo, ngoFebhuwari ukucindezelwa kwama-Olympics ebusika, ngo-March amaseshini amabili nomthelela, ngokusho kwesikhathi nokubala kwesizini, indawo yangempela ukuqala ngo-April, uma inqubomgomo ngaphambi kwevelu, okuhlanganisa amaphrojekthi wengqalasizinda kanye namanye amaphrojekthi ezindawo ezithengiswayo, aselungile kusenesikhathi, angase athuthelwe ngasekupheleni kukaMashi.Isidingo esinciphile, esivalwe kusukela maphakathi no-November ngasekupheleni, kulindeleke ukuthi siqhume.

Kodwa kungani ungatholi i-bullish kakhulu?Futhi kulula kakhulu, ngakolunye uhlangothi, intengo yensimbi ephelele ingaphezu kwama-yuan angama-500-600 kunesikhathi esifanayo ngonyaka odlule; Ngakolunye uhlangothi, imvelo enkulu nesimo somnotho sihlukile kokugcina. ngonyaka ngisho neminyaka embalwa edlule. Ukukhula komnotho wangonyaka ozayo kungenzeka kube ngu-5.2% -5.8%, kunciphe futhi kuqinisekise intuthuko eqhubekayo.Isidingo sensimbi ayisewona umfutho wokukhula okusheshayo nokuqhubekayo esikhathini esidlule, futhi kungase kube nokuhlukana kwesakhiwo embonini engezansi. isici imikhawulo yenqubomgomo. Ngo-2021, i-sequela ye-boom yamalahle nezimayini ayikapheli, futhi izophinde ikhule. Indlela yokusimamisa umnotho, ukuthuthukiswa okulinganiselwe kokukhiqizwa kwezimboni, kanye nendlela yokuvuselela umnotho wangempela? Asivamile ukubona into efana nekota yokuqala ka-2021 noma ngisho nokuphakama okukhulu okwafinyelelwa kuyo ngoMeyi.Ngaphakathi kobubanzi obunengqondo, obunengqondo futhi ngokomthetho, incazelo ayilutho.

Ngakho-ke, imakethe ngaphambi koMkhosi we-Spring ayiyona i-bearish kakhulu, hhayi i-bullish kakhulu emva koMkhosi wase-Spring, unyaka ngaphambi kokulungiswa kwezimpahla endaweni yokulungiselela, ungalahlekelwa kodwa ungenzi imali eningi, lesi simo, imakethe akudingeki ucabange kakhulu.