IZINDABA ZAMAZWE
▲ Ngo-April, i-PMI yokukhiqiza i-Markit kanye nemboni yesevisi ye-PMI zombili zashaya irekhodi eliphezulu.Inani lokuqala le-Markit Manufacturing PMI e-United States ngo-Ephreli lalingu-60.6, elilinganiselwa ku-61, futhi inani langaphambili lalingu-59.1.Inani lokuqala lemboni yesevisi ye-Markit PMI e-United States ngo-Ephreli lalingu-63.1, futhi inani elilinganiselwe lalingu-61.5.Inani langaphambilini lalingu-60.4.
▲ I-China ne-United States bakhiphe isitatimende esihlanganyelwe mayelana nokubhekana nenkinga yesimo sezulu: Zizibophezele ukubambisana nokusebenzisana namanye amazwe ukuxazulula inkinga yesimo sezulu, la mazwe womabili ahlela ukuthatha izinyathelo ezifanele ukuze kwandiswe ukutshalwa kwezimali kwamazwe ngamazwe kanye nokuxhasa ngezimali ukusekela asathuthuka. amazwe ukusuka emandleni e-carbon fossil ephezulu ukuya eluhlaza kanye ne-low-carbon Kanye nokuguqulwa kwamandla avuselelekayo.
▲ Umbiko weForamu ye-Boao "ye-Asian Economic Prospects and Integration Process" uveze ukuthi, njengoba sibheke ngabomvu unyaka ka-2021, iminotho yase-Asia izokhula ngokusimama, nokukhula komnotho okulindeleke ukuthi kufinyelele ngaphezu kuka-6.5%.Lolu bhubhane lusewushintsho olukhulu oluthinta ngqo ukusebenza komnotho wase-Asia.
▲ Isitatimende esihlanganyelwe se-US-Japan sathi uMongameli wase-US u-Biden kanye noNdunankulu wase-Japan u-Yoshihide Suga basungule ubudlelwano besimo sezulu base-US-Japan;I-US kanye ne-Japan bazibophezele ekuthatheni izinyathelo eziwujuqu zesimo sezulu ngo-2030 futhi bazuze ukukhishwa kwegesi ebamba ukushisa kwemvelo ngonyaka ka-2050.
▲ IBhange Elikhulu LaseRussia lenyuse ngokungalindelekile izinga lenzalo elingukhiye laya ku-5%, uma kuqhathaniswa no-4.5% ngaphambilini.IBhange Elikhulu LaseRussia: Ukusimama okusheshayo kwesidingo kanye nezingcindezi ezikhulayo zokwehla kwamandla emali kudinga ukubuyiselwa kwangaphambi kwesikhathi kwenqubomgomo yezimali engathathi hlangothi.Uma kucatshangelwa isimo senqubomgomo yezimali, izinga lokwehla kwamandla emali lonyaka lizobuyela ezingeni elihlosiwe leBhange Elikhulu LaseRussia phakathi no-2022, futhi lizoqhubeka lihlala eduze ne-4%.
▲ Ukuthengiswa kwe-Thailand ngoMashi kukhuphuke ngo-8.47% unyaka nonyaka, futhi kulindeleke ukuthi kwehle ngo-1.50%.Ukuthengwa kwempahla yaseThailand ngoMashi kukhuphuke ngo-14.12% unyaka nonyaka, okulinganiselwa ukuthi izokhula ngo-3.40%.
IMINININGWANE YEZINSI
▲ Njengamanje, ukuthunyelwa kokuqala kwamathani angu-3,000 wezinto zensimbi ezigaywe kabusha ezingeniswe yi-Xiamen International Trade sekuqedile ukugunyazwa kwempahla.Lokhu ukuthunyelwa kokuqala kwempahla yensimbi egaywe kabusha nensimbi engenisiwe ezosayinwa futhi kusulwe ngempumelelo ngamabhizinisi aseFujian kusukela kwaqala ukusebenza imithethonqubo yokungenisa mahhala impahla yensimbi egaywe kabusha nensimbi kulo nyaka.
▲ I-China Iron and Steel Association: NgoMashi 2021, amabhizinisi abalulekile ezibalo zensimbi nensimbi akhiqize amathani angu-73,896,500 ensimbi engahluziwe, agqoke unyaka nonyaka ka-18.15%.ukukhishwa kwansuku zonke kwensimbi engahluziwe bekungamathani ayi-2,383,800, yehle inyanga nenyanga ngo-2.61% futhi ikhule unyaka nonyaka ngo-18.15%.
▲ UMnyango Wezimboni Nobuchwepheshe Bolwazi: Ukwenyuka kwamanani ezimpahla kunomthelela embonini yokukhiqiza, kodwa umthelela ngokuvamile uyalawuleka.Isinyathelo esilandelayo kuzoba ukuthatha izinyathelo ngenkuthalo neminyango efanele ukuze kugqugquzelwe ukuzinza kwamanani entengo yempahla kanye nokuvimbela ukuthengwa kovalo noma ukuqoqwa kwemali ezimakethe.
▲ Isifundazwe sase-Hebei: Sizolawula ngokuqinile ukusetshenziswa kwamalahle ezimbonini ezibalulekile njengensimbi futhi sikhuthaze ngamandla i-photovoltaic, amandla omoya namandla e-hydrogen.
▲ Izintengo ze-Asia billet ziqhubekile nokukhula kwazo kuleli sonto, zafinyelela izinga eliphezulu elisha cishe eminyakeni eyi-9, ikakhulukazi ngenxa yesidingo esinamandla esivela ePhilippines.Kusukela ngomhla ka-20 Ephreli, intengo evamile yensiza ye-billet e-Southeast Asia ingaba ngu-US$655/ton CFR.
▲ Ihhovisi Likazwelonke Lezibalo: Ukukhishwa kwensimbi engahluziwe e-Hebei nase-Jiangsu kweqe amathani ayizigidi eziyi-10 ngoMashi, futhi ukukhishwa okuhlanganisiwe kubalele u-33% wesamba somkhiqizo wezwe.Phakathi kwazo, iSifundazwe saseHebei sikleliswe endaweni yokuqala ngokuphuma kwensimbi engahluziwe engamathani ayizinkulungwane ezingu-2,057.7, kulandele iSifundazwe saseJiangsu esinamathani ayizigidi ezingu-11.1864, kanti iSifundazwe saseShandong sikleliswe endaweni yesithathu ngamathani angu-7,096,100.
▲ Ngomhla zingama-22 kuMbasa, “iKomidi Lokukhuthaza Umsebenzi Wezimboni Zensimbi Ephansi” lasungulwa ngokusemthethweni.
UKUTHUTHWA KWASE-OCEAN KWE-CONTAINER CARGO EMIGQENI YAMAZWE
I-CHINA/EAST ASIA - ENyakatho Yurophu
ICHINA/EAST ASIA – MEDITERRANEAN
UKUHLAZIYWA KWEZIMmakethe
▲ ITHIkithi:
Ngesonto eledlule, intengo yangaphambili ye-billet ngokuyisisekelo yahlala izinzile.Ezinsukwini ezine zokuqala zokusebenza, izinsiza ezivamile ze-carbon billet zezigayo zensimbi endaweni yase-Changli zabikwa ku-4,940 CNY/Mt kuhlanganise nentela, ekhuphuke ngo-10 CNY/Mt ngoLwesihlanu kanye ne-4950 CNY/Mt kuhlanganise nentela.Isikhala sokuguquguquka kwangaphakathi sinqunyelwe.Ekuqaleni, ngenxa yokulahlekelwa yinzuzo yezigayo ze-billet endaweni yaseTangshan, abambalwa asebeyekile ukukhiqiza.Ngomhla zingama-22 ngesonto eledlule, izigayo zendawo zingena esimweni sokumiswa ngokuhambisana nezidingo zikahulumeni.Isidingo samabhilidi siqhubekile nokuba sibi, futhi isamba sempahla yendawo yokugcina impahla senyuke safinyelela ku-21.05 izinsuku ezine zilandelana.Kodwa-ke, inani alizange lithinteke kulokhu, kodwa intengo yehlisiwe.Kunalokho, inyuke kancane.Isici esiyinhloko esisekelayo umthamo wokulethwa olinganiselwe wezigayo zensimbi.Ngaphezu kwalokho, kukhona ukuthengiselana okwengeziwe okuya phambili kwama-billet ekupheleni kuka-April.Ngasekupheleni kwenyanga, kunesidingo esithile samanye ama-oda.Kubonakala sengathi, ngaphezu kokuguquguquka nokukhuphuka kweminenke kuleli sonto, intengo ye-billet ihlala iphezulu ezicini eziningi.Kulindeleke ukuthi intengo ye-billet isazoguquguquka ngezinga eliphezulu kuleli sonto, negumbi elilinganiselwe lokuguquguquka okukhuphukayo naphansi.
▲ I-ARON:
Intengo yemakethe yensimbi ikhuphuke kakhulu ngesonto eledlule.Mayelana nezimayini ezikhiqizwa kuleli, kusenokwehluka ekukhuphukeni kwamanani esifunda.Ngokombono wesifunda, ukukhuphuka kwentengo ye-iron refined powder eNyakatho ye-China naseNyakatho-mpumalanga ye-China bekukukhulu kunalokho kwase-Shandong.Ngokombono weNyakatho yeChina, intengo ye-powder ehlanjululwe e-Hebei iholele ukwanda enyakatho yeChina njenge-Inner Mongolia ne-Shanxi.Imakethe ye-pellet kwezinye izingxenye zeNyakatho neChina ikhula ngamandla ngenxa yokushoda okukhulu kwezinsiza, kuyilapho amanani e-pellet kwezinye izifunda ezinzile okwesikhashana.Ngokuqonda kwemakethe, amabhizinisi endaweni yaseTangshan asasebenzisa ngokuqinile izinhlelo zenqubomgomo yokukhawulela ukukhiqiza.Njengamanje, ukushoda kwemithombo yempushana ekhiqizwe ekhaya kanye ne-pellet kubangele isidingo semakethe kwezinye izindawo seqe isidingo.Umkhiqizi wokukhetha imayini yempahla eluhlaza, umdayisi obambe indawo eqinile kanye nokuzimisela okuqinile kokusekela intengo.
Mayelana ne-ore engenisiwe, esekelwa izinqubomgomo kanye nezilinganiso zenzuzo ephezulu, amanani emakethe ye-iron ore anyukile.Kodwa-ke, okuthintwa izindaba zokuvinjelwa kokukhiqiza ezindaweni eziningi, amanani ezimakethe azinzile eduze nempelasonto.Ngokombono wemakethe iyonke, izintengo zensimbi zasekhaya zamanje ziyaqhubeka nokukhuphuka, futhi inzuzo evamile ngethani ikhuphuke ngaphezu kwe-yuan eyi-1,000.Inzuzo enkulu yamanani ensimbi isekela ukuthengwa kwezinto ezingavuthiwe.Isilinganiso sansuku zonke sokukhipha insimbi encibilikisiwe kokubili kuphindaphindeka inyanga nenyanga kanye nonyaka nonyaka, futhi okuphumayo kufinyelele phezulu kwakamuva.Njengezindaba zemakethe zangempelasonto ezimayelana namabhizinisi aseWu'an, Jiangsu nakwezinye izifunda ezidingida ukuncishiswa kokungcola nemikhawulo yokukhiqiza, umuzwa wemakethe uqaphile noma kunengozi yokuphinda ushayelwe ucingo.Ngakho-ke, uma kucatshangelwa izimo zethonya ezingenhla, kulindeleke ukuthi imakethe yendawo yensimbi izoguquguquka kakhulu kuleli sonto.
▲ I-COKE:
Umzuliswano wokuqala wokukhuphuka kwemakethe ye-coke yasekhaya usufikile, futhi umzuliswano wesibili wokukhuphuka uzoqala eduze nempelasonto.Ngokombono wokuhlinzekwa, ukuvikelwa kwemvelo eShanxi kuqinisiwe.Ezinye izinkampani zokupheka e-Changzhi naseJinzhong zinokukhiqiza okulinganiselwe ngo-20% -50%.Amahhavini ama-coke angamamitha angu-4.3 okuhlelwe ukuthi ahoxiswe ekupheleni kukaJuni kancane kancane aqale ukuvalwa, okubandakanya umthamo wokukhiqiza wamathani ayizigidi ezingu-1.42.Abahwebi bathathe inqwaba yezimpahla kanti ezinye izigayo zensimbi seziqalile ukugcwalisa uhlu lwamabhizinisi e-coke.Njengamanje, uhlu lwamabhizinisi e-coke lusezingeni eliphansi kakhulu.Amabhizinisi e-coke athe ezinye izinhlobo ze-coke ziqinile futhi ngeke zamukele amakhasimende amasha okwamanje.
Kusukela ohlangothini lwesidingo, inzuzo yezigayo zensimbi ilungile.Ezinye izigayo zensimbi ezinezidingo ezingenamkhawulo zokukhiqiza ziye zanda ukukhiqizwa, okuqhuba isidingo sokuthengwa kwe-coke, futhi ezinye izigayo zensimbi ezinempahla ephansi seziqalile ukugcwalisa izindawo zazo zokugcina.Eduze nempelasonto, azikho izimpawu zokuxegiselwa kwemikhawulo yokuvikelwa kwemvelo e-Hebei.Kodwa-ke, ezinye izitshalo zensimbi zisadla ukusetshenziswa okuphezulu kwe-coke.I-inventory ye-coke ezitshalweni zensimbi manje isidliwe ngaphansi kwezinga elifanelekile.Isidingo sokuthengwa kwe-coke siye sakhula kancane kancane.I-inventory ye-coke ezitshalweni zensimbi ezimbalwa izinzile okwamanje.
Uma sibheka isimo samanje, izinkampani zama-coke njengamanje zithumela ngokushelela, futhi isidingo sokuqagela emakethe esezansi nomfula sisebenza kakhulu, siqhuba ukuhlinzekwa kanye nesidingo semakethe ye-coke ukuthi ithuthuke, okuhambisana nokuhlinzekwa okuqinile kwezinye izinsiza zekhwalithi ephezulu, enye i-coke. izinkampani zinomqondo wokungabaza ukuthengisa nokulinda ukukhula, futhi ijubane lokulethwa liyancipha., Kulindeleke ukuthi imakethe ye-coke yasekhaya isebenzise umzuliswano wesibili wokwanda kuleli sonto.
Isikhathi sokuthumela: Apr-23-2021