Steel Stock Market

Njengoba intengo iqhubeka nokukhuphuka ukwesekwa kokuthengiselana kancane kancane kuba buthaka, kuhambisana nezici zakamuva zezomnotho ezinkulu zokuphazamiseka komthelela wentengo kubuyekezwa kancane kancane, ngakho-ke intengo yemakethe yokulandelela yaqala kancane kancane ukuba inengqondo.Ngakolunye uhlangothi, nge ukuqoqwa kancane kancane kwempahla yefekthri muva nje, ingcindezi yezinsiza kanye namanani entengo yaqala ukudluliswa ukusuka phezulu kuya phansi, futhi imakethe yayikhathazekile ngokuqoqwa kwezinsiza ngemuva kokutholwa kwempahla. umqedazwe. Ngakho-ke, ngemva kokukhuphuka kwentengo kwakamuva, imakethe yokuthunyelwa kwemakethe yanda kakhulu.Isibikezelo esiphelele, kuleli sonto (2022.4.11-4.15) intengo yemakethe yensimbi yasekhaya noma ukusebenza kokushaqeka okukhulu.

 

Uma unezidingo zomkhiqizo, njengeipayipi le-boiler, ipayipi likamanyolo wamakhemikhali, ipayipi lomshini we-petroleum, impahla yeGB5310,GB3087,I-ASTM-A106,I-ASTM-A335nokunye, ungabona isingeniso somkhiqizo onemininingwane kuwebhusayithi yethu.

 

Imakethe yensimbi yasekhaya yamanje izici ezinhle zisezikhudlwana, enye ukutholakala okuphansi okuqhubekayo.Isimo sobhubhane sikhawulela ukuqoqwa nokugcinwa kwezinsimbi ezilahliwe futhi izindleko eziphezulu zikhawulela umthamo wokukhiqiza wenqubo emfushane. Izinga lokusebenza kwesithando somlilo kagesi lehlile amasonto amathathu alandelanayo, okunomthelela omkhulu ekuhlinzekweni kwensimbi yokwakha.Ngaphezu kwalokho, ngokwezibalo ze-China Iron and Steel Association, insimbi engahluziwe ngo-March ilinganiselwa emathani ayizigidi ezingu-2.71, yehle ngo-10.7% unyaka nonyaka, futhi ukuqaliswa kabusha kokukhiqiza bekuphansi kunalokho obekulindelwe.Okwesibili, ukusekelwa kwezindleko okuqinile. Muva nje, i-iron ore kanye ne-coke iyaqhubeka nokusebenza ngezinga eliphezulu, elisekela kakhulu izintengo zensimbi ngaphansi kwesizinda sokutholwa kwayo yonke indawo. emnothweni, ngakho-ke amazwe avame ukuqapha kakhulu ekwahluleleni isimo somnotho futhi adinga inqubomgomo yezimali ukuze kwandiswe ukwesekwa komnotho wangempela.Isici esibi esiyinhloko ukuthi lolu bhubhane lusesigabeni sokuthuthuka, ngaphezu kweShanghai kanye I-Jilin, i-Hebei, i-Jiangsu nezinye izindawo ziye zaqubuka kaningi lo bhubhane, okunomthelela omkhulu ekufuneni kwemakethe.Ngokwezibalo zewebhusayithi yensimbi yendlu, iqoqo lensimbi langesonto eledlule lingamathani ayizigidi ezingu-25.8, ukwanda kwamathani angu-140,000 uma kuqhathaniswa nokugcina. Ngeviki, izinhlobo zensimbi eziyinhloko ze-rebar, ipuleti kanye nevolumu yokuhweba ikhoyili egoqiwe eshisayo yehle kusukela enyangeni edlule, ukukhishwa kwesidingo semakethe kusaqhubeka nokunqunyelwa, kunomthelela othile emqondweni wamabhizinisi.Ngokujwayelekile, umthelela wangempela wobhubhane olukhona manje ekufuneni okungaphansi komfula mkhulu kunokunikezwa kwezinsiza, futhi kuzothatha isikhathi ukuthi inqubomgomo ifezeke. Kulindeleke ukuthi kuleli sonto (April 11-April 15, 2022), ukushaqeka kwentengo yemakethe yensimbi yasekhaya maningi amathuba okuthi kuqale.

 

Uma unezidingo zomkhiqizo, njengeipayipi le-boiler, ipayipi likamanyolo wamakhemikhali, ipayipi lomshini we-petroleum, impahla yeGB5310,GB3087,I-ASTM-A106,I-ASTM-A335nokunye, ungabona isingeniso somkhiqizo onemininingwane kuwebhusayithi yethu.

 

Njengamanje, ngenxa yobhubhane lwasekhaya kaninginingi, amadolobha athathwa izinyathelo ezinqala zokulawula umgwaqo, isidingo okuthiwa ngaphansi kwesizini “yesiliva yesine” sokungahlaliseki okusohlwini lwaseHong Kong, izimakethe ziqale ukukhathazeka ngokulinganiselwe. ukukhishwa kuzoba sobala, ngesidingo sokukhiqiza insimbi cishe izoba buthakathaka, isidingo sensimbi yokwakha cishe sizobambezeleka.Ngakho-ke, ngo-April 6, umhlangano ovamile woMkhandlu Wombuso wabonisa ukuthi kufanele sisebenzise ezihlukahlukene amathuluzi enqubomgomo yezimali ngesikhathi esifanele nangendlela evumelana nezimo, ukudlala kangcono imisebenzi embaxambili yenqubomgomo yezimali ehlanganisiwe nehlelekile, futhi kwandise ukusekela umnotho wangempela.Okokuqala, sizokwenyusa ukuqaliswa kwenqubomgomo yezimali ehlakaniphile futhi sigcine ukutholakala kwezimali okwanele.Okwesibili, thina kudingeka ukutadisha izindlela zokusekela ukusetshenziswa kanye nokutshalwa kwezimali okuphumelelayo, ukuthuthukisa izinsizakalo zezezimali zezindlu ezihola kancane, ukuxhaswa ngezimali okuphephile kwamaphrojekthi abalulekile, nokukhuthaza ukukhula okusheshayo kwenkathi ephakathi nendawo neyesikhathi eside. imali ebolekiwe emkhakheni wezokukhiqiza.

 

Emakethe yensimbi yasekhaya, ukukhula okuqhubekayo "kokulindelwe okuqinile" kusenamandla, kodwa uhlangothi lwesidingo "lweqiniso elibuthakathaka" lusekhona, okulindelwe okuqinile kanye neqiniso elibuthakathaka lomdlalo kusaqhubeka.Ngokombono wokunikezwa, ukunikezwa kwensimbi yasekhaya kusesekuthuthukisweni kwenyanga kodwa isimo sokwehla konyaka nonyaka, ngesikhathi esifanayo, ukuhlalisana kwezindleko eziphezulu kanye nenzuzo ephansi nakho kunciphise amandla okuthize ukukhululwa kwamandla. insimbi yasekhaya imakethe izobhekana nokuhlinzekwa okuqinile, isidingo esibuthakathaka, imakethe yensimbi izoba sesimweni sokulungiswa kokushaqeka.Ngokuvumelana neplathifomu yebhizinisi le-Lange Iron and Steel cloud yebhizinisi intengo yesibikezelo samasonto onke ukubala kwedatha yemodeli, kuleli sonto (2022.4.11-4.15) intengo yemakethe yensimbi yasekhaya izoba ukuqinisa ukushaqeka, impahla ende kanye nentengo yemakethe yephrofayili izokwehla kancane, intengo yemakethe yamapuleti izozinza ekuwohlokeni, intengo yemakethe yamapayipi izokhuphuka kancane.

 

Uma unezidingo zomkhiqizo, njengeipayipi le-boiler, ipayipi likamanyolo wamakhemikhali,ipayipi lomshini we-petroleum, impahla yeGB5310,GB3087,I-ASTM-A106,I-ASTM-A335nokunye, ungabona isingeniso somkhiqizo onemininingwane kuwebhusayithi yethu.

 

Nakuba leli sonto lisesikhathini esihle kakhulu sokwakha, ngenxa yokuvimbela nokulawula “ubhubhane” ezindaweni eziningi zezwe kusesikhathini esibucayi, inqubekelaphambili yokwakhiwa kwamaphrojekthi wokwakha noma iyaqhubeka nokuthinteka, ukukhula kwesidingo esibulalayo amabhizinisi okucubungula kanye nokukhiqiza asazohamba kancane, umthelela wesidingo sensimbi ezindaweni ezibalulekile noma uqhubeke nokulinganiselwa, ukuthengiselana kwensimbi kunzima ukuthuthukisa.Ngokwezidingo, ukusebenza kwesithando somlilo esiqhumayo samabhizinisi ensimbi e-tangshan kuyaqhubeka nokuba ngcono, futhi ulayini wokukhiqiza e-Handan nakwezinye izindawo awuzange uthinteke kakhulu, ukuphuma kwensimbi yenqubo ende noma ukuqhubeka nokukhula;Ukukhiqizwa kwenqubo emfushane eNingizimu yeShayina kuthinteke ngenxa yalolu bhubhane, okwenza kube nzima ukwenza ngcono ukukhiqizwa.Isivuno sezinhlobo ezibalulekile ezifana ikhoyili, iribhoni kanye nomnenke kuqhubekile kwanda.Imfuyo yemfuyo eyinhloko, isamba semfuyo noma siyaqhubeka sikhuphuka kancane.Ngaphansi kokwengeziwe “ukuvimbela ubhubhane nokulawula ukuphela kokukhula kwesidingo ngaphansi kobunzima bangempela, isidingo esinamandla esilindelwe umuzwa wemakethe kupholisiwe, ngesikhathi esifanayo ukunikezwa kwensimbi futhi okulindeleke ukuthi kuthuthukiswe ukukhula kweqiniso, ezimweni eziphakeme kakhulu zokucindezela intengo, isimo sezimakethe sokulinda sibona siyashuba, izintengo zensimbi zesikhathi esifushane zinciphisa amathuba okulungiswa okukhulu. esikhathini esimaphakathi neside, ukuphela kwenqubomgomo kulindeleke ukuthi kusekele umnotho oqinile ozinzile, futhi ngemva kokuba ubhubhane seluthuthukile, amanani entengo yensimbi kulindeleke ukuthi aphinde aqine lapho kuqala ukusetshenziswa.

 

Uma unezidingo zomkhiqizo, njengeipayipi le-boiler, ipayipi likamanyolo wamakhemikhali, ipayipi lomshini we-petroleum, impahla yeGB5310,GB3087,I-ASTM-A106,I-ASTM-A335nokunye, ungabona isingeniso somkhiqizo onemininingwane kuwebhusayithi yethu.

 

Kusukela ngo-April 9, 20mmHRB400E rebar 24 intengo emaphakathi yemakethe engu-5096 yuan/ton, isonto likhuphuke ngo-16 yuan/ton;4.75 Ikhoyili egoqiwe eshisayo engu-24 yenani elimaphakathi lemakethe ngu-5226 yuan/ton, isonto nenyanga yehle ngo-8 yuan/ton;Inani elimaphakathi of 14-20mm ipuleti jikelele 5240 yuan/ton, phezulu 30 Iviki le-yuan/ton ngenyanga.Emakethe yekusasa, ikusasa laphela isonto lehla ngo-190 ngo-4970, ikusasa laphela isonto lehla ngo-169 ngo-5150.Spot basis umehluko wesiteji sentambo yi-126, isiteji sekhoyili eshisayo yi-166.Ngenxa yobuthakathaka imakethe yekusasa kuleli sonto, intengo yensimbi yehle ngokushesha, futhi imakethe yendawo yehla nge-margin encane, insimbi inamandla, umehluko wesisekelo sendawo. Indawo yaseTangshan ivalwa kancane kancane, isheduli yokukhiqiza insimbi iyanda, ukuthengwa kwensimbi kuyanda, isidingo sensimbi sikhulu, okudala ukuthi amanani ensimbi asaqinile. kanye namanani entengo yensimbi yesikhathi esimaphakathi.Imakethe ye-futures ukukhulisa i-threshold izophinde ibangele ukuthengwa kwempahla esikhathini esifushane, inciphise abaqagela, amanani esikhathi esizayo ehle, kodwa amanani entengo asasekela amanani ensimbi, okuhambisana nokwenyuka kophenyo lwezindlu ezithengiswayo, amaphrojekthi wengqalasizinda ahlala njalo, isidingo sisenamandla okukhululwa, kuleli sonto (2022.4.11-4.15) jikelele.


Isikhathi sokuthumela: Apr-11-2022