IZINDABA ZEMAKETHWE EZINSIMBI: Izigayo zensimbi zinyuse amanani ngezinga elikhulu, futhi amanani ensimbi yesikhashana angase aguquguquke kakhulu.

Izigayo zensimbi zinyuse amanani ngezinga elikhulu, futhi amanani ensimbi yesikhashana angase aguquguquke kakhulu.

  • ABSTRACT: Ngomhla zingama-25 kuNovemba, imakethe yensimbi yasekhaya ngokuvamile yaphakama, futhi intengo yangaphambili yefekthri ye-billet ye-Tangshan Pu yahlala izinzile ku-4,320 cny/ton.Iqhutshwa ukukhuphuka kwekusasa lokuhweba ebusuku, iningi lezintengo zensimbi yokwakha ekhaya likhuphuke ekuseni.Ngokombono wokwenziwe, ukukhuphuka okuqhubekayo ezinsukwini ezimbalwa ezedlule kubangele ukuthi abaphansi bangathengi, ukuthengiselana okuphezulu kuvinjelwe ngokusobala, isidingo sokuqagela sincane, futhi ukuthengiselana kwemakethe kubuthakathaka.

Ngomhla zingama-25, NOV, amandla amakhulu ekusasa avuleka futhi ashintshashintsha.Intengo yokuvala ye-4255 ikhuphuke ngo-2.55%.I-DIF ne-DEA ikhuphuke kuzo zombili izinkomba, futhi inkomba yemigqa emithathu ye-RSI yayiku-44-69, ihamba phakathi kwethrekhi ephakathi nendawo ephezulu ye-Bollinger Band.

 

Imakethe yendawo yensimbi:

  • Insimbi yokwakha:Ngomhla zingama-25 kuNovemba, inani lentengo elimaphakathi le-20mm lamazinga amathathu e-seismic rebar emadolobheni amakhulu angu-31 ezweni lonke lalingu-4,820 cny/ton, okuwukunyuka ngo-27 cny/ton ukusuka osukwini olwedlule lokuhweba.Muva nje, ukukhiqizwa kwe-rebar kuye kwaphindeka kancane, futhi kokubili imboni nezindawo zokugcina izinto zomphakathi zehlile.Ngesikhathi esifanayo, ukusetshenziswa okubonakalayo kuye kwaphindeka kancane, kodwa kusephansi kakhulu kunesikhathi esifanayo ngonyaka odlule.Esikhathini esifushane, nakuba izisekelo ze-rebar sezithuthuke ngokwezinga elithile, njengoba isimo sezulu sishintsha ngokubanda, sisekhona isikhala sokuthi isidingo sehle.Esikhathini esizayo esiseduze, sidinga ukunaka kakhulu ukushuba kokukhululwa kwesidingo setheminali ngemva kokuhlehliswa kwentengo.Ngenhlanhla, izindaba ezivamile zemikhawulo yokukhiqiza enyakatho ziye zakhulisa ukuzethemba kwemakethe ngokwezinga elithile.Ngakho-ke, kulindeleke ukuthi amanani ensimbi yokwakha yasekhaya angase aqhubeke nokuqinisa ngomhla ka-26.
  • Ikhoyili egoqelwe ngokushisayo:Ngomhla zingama-25 kuLwezi, inani lentengo elijwayelekile lamakhoyili angu-4.75mm emadolobheni amakhulu angu-24 ezweni lonke lalingu-4,825 cny/ton, okuwukunyuka ngo-27 cny/ton ukusuka osukwini olwedlule lokuhweba.Izinkomba ezehlukene zamakhoyili aginqikayo asebenze kahle kuyonale iviki.Okukhiphayo masonto onke kanye nezindawo zokugcina izinto zomphakathi zonke zehlile, kuyilapho izimboni nezindawo zokugcina impahla kwenyukile.Imakethe iyakuthakasela ukwehlisa izindawo zokugcina, futhi ezinye izinto zokwakha kanye nemininingwane kuphelile esitokweni.Ngokuvamile, ukuzwela kwemakethe kuye kwathuthuka kancane ezinsukwini ezimbili ezedlule njengoba imakethe ikhuphukile.Ngemva kokubhekana nokwehla okubukhali okuqhubekayo, abathengisi banesifiso esinamandla sokwandisa amanani, kodwa ngesikhathi esifanayo, banesifiso esinamandla sokunciphisa i-inventory.Kulindeleke ukuthi zizoba zinhle futhi zibe ngokoqobo esikhathini esizayo esiseduze.Emdlalweni.Sekukonke, imakethe yezwe yamakhoyili ashisayo kulindeleke ukuthi iguquguquke kakhulu ngomhlaka-26.
  • Ikhoyili egoqiwe ebandayo:Ngomhla zingama-25 kuLwezi, isilinganiso senani lentengo yekhoyili ebandayo engu-1.0mm emadolobheni amakhulu angu-24 ezweni lonke lalingu-5518 cny/ton, okuwukunyuka ngo-13 cny/ton kusukela osukwini lwangaphambili lokuhweba.Ngasekupheleni kwenyanga, izigayo ezinkulu zensimbi ziye zethula amanani okukhokha ngoNovemba ngokulandelanayo.Abanye abathengisi banendawo yokuxoxisana ngezintengo zomsebenzi ukuze bathumele izimpahla.Ngokwezibalo, ngokwezibalo ezingaphelele zikaMysteel, inani lamanje lensimbi egaywe ngamathani angamathani angama-346,800, ukwanda kwamathani angama-5,200 isonto nenyanga, kanye nokusungulwa kwezenhlalo kungamathani ayizigidi eziyi-1.224, okuwukuncipha 3 million amathani isonto nenyanga.Ithani.Ngakho-ke, kulindeleke ukuthi intengo yendawo ebandayo yasekhaya ngomhla ka-26 ingaba buthakathaka futhi izinzile.
  • Ipuleti:Ngomhla zingama-25 kuNovemba, inani lentengo elijwayelekile lamapuleti enjongo evamile angu-20mm emadolobheni amakhulu angu-24 ezweni lonke lalingu-5158 cny/ton, okuwukunyuka ngo-22 cny/ton kusukela osukwini lwangaphambili lokuhweba.Ngokusho kokukhiqizwa kwamasonto onke kanye nedatha ye-inventory ye-Mysteel, ukukhiqizwa kwamapuleti aphakathi kukhuphuke kuleli sonto, nokwanda kwezindawo zokugcina izimpahla zomphakathi kanye nokwanda kwezindawo zokugcina impahla.Ingcindezi yokuthengisa iqhubekile nokushintshela ezigayweni zensimbi.Umehluko wamanje wentengo yekhoyili ungamayuan angama-340/ton, ongaphansi kunomehluko wentengo evamile.Izigayo zensimbi eziphakeme zinokuzimisela okukhulu ukukhiqiza amapuleti aphakathi nendawo.Ngesikhathi esifanayo, ama-ejenti anomqondo oqinile wokwenyanya ubungozi kanye nokugcwaliswa okuncane.Sekukonke, isidingo semakethe sisesikhathini esingekho, futhi intengo yepuleti izohlala iguquguquka futhi izinzile esikhathini esifushane, futhi-ke kungenzeka ukuthi iqhubeke nokuwa.

Imakethe yendawo yezinto ezingavuthiwe:

  • I-ore engenisiwe:Ngomhla zingama-25 kuLwezi, imakethe ye-iron ore engenisiwe eShandong yaguquguquka yaya phezulu, imakethe yayithule, futhi kwaba khona ukuthengiselana okumbalwa.Kusukela ngesikhathi sokushicilela, okunye ukuthengiselana emakethe kuye kwaphenywa: Ichweba laseQingdao: Ufulawa okhethekile ongu-440 cny / ton;I-Lanshan Port: Ufulawa wekhadi 785 cny / ton, Uzbek 825 cny / ton.
  • I-Coke:NgoNovemba 25, imakethe ye-coke yayisebenza kancane kancane.Ngasohlangothini lokuhlinzekwa kwempahla, ngenxa yokuhlolwa kwemvelo kanye neziyingi eziqhubekayo zokwehla kwamanani, izinga lokusebenza lilonke lezitshalo zokuphekela laliphansi, amabhizinisi ama-coking alahlekelwa inzuzo, futhi ukukhiqizwa kukonke kwavinjelwa.Ukunikezwa kwaqhubeka nokuwa.Kodwa-ke, ngenxa yesimo semakethe ye-bearish, ukuthunyelwa kwakungasheleli futhi kukhathele.Mayelana nesidingo, amanani emakethe yensimbi aphinde akhuphuka kancane muva nje, futhi inzuzo yezinkampani zensimbi iye yaba ngcono.Kodwa-ke, izigayo zensimbi zisalindele ukwehla kwe-coke, futhi zisagxile ekuthengeni okufunwa kakhulu.Njengamanje, izitshalo zokupheka zimelana kakhulu nokunciphisa amanani e-coke.Kuzoba nzima ukuthi amanani e-coke aqhubeke nokwehla esikhathini esifushane.Kuleli sonto, isilinganiso sensimbi eshisayo esingabandakanyi izindleko zentela zesampula yezitshalo zensimbi ezivamile endaweni yase-Tangshan sasingu-3085 yuan/ton, kanti izindleko ezimaphakathi ze-billet ezifakiwe zentela zazingu-4,048 cny/ton, eyehliswa ngo-247 cny/ton kusukela kwedlule. ngenyanga, uma kuqhathaniswa nentengo yamanje ye-billet ex-factory yamanje engu-4,320 cny ngoNovemba 24. Uma kuqhathaniswa ne-ton, isilinganiso senzuzo enkulu yezigayo zensimbi yi-272 cny/ton, okuwukunyuka kwe-387 cny/ton ngesonto-on. -ngesonto isisekelo.Njengamanje, kokubili ukunikezwa kanye nesidingo emakethe ye-coke kubuthakathaka, izindleko ziyehla, futhi imakethe yensimbi engezansi iguquguquka ngezinga eliphansi.Esikhathini esifushane, imakethe ye-coke ibuthakathaka.
  • I-Scrap:Ngomhla zingama-25 kuNovemba, isilinganiso senani lentengo yezinto ezilahliwe ezimakethe ezinkulu ezingama-45 ezweni lonke lalingu-RMB 2832/ton, okuwukunyuka ngo-RMB 50/ton kusukela osukwini lwangaphambili lokuhweba.Imakethe yamanje ye-scrap isebenza ngaphakathi kwebanga elincane futhi ohlangothini oluqinile.Namuhla, amanani entengo yekusasa elimnyama kanye nemikhiqizo eqediwe asalokhu ekhuphuka, okusekela amanani entengo elahlekile.Izigayo zensimbi zingene ngokulandelana esiteji sokugcina ubusika, zikhuphule izintengo zensimbi ezilahliwe ukuze zimunce izimpahla.Imakethe yezinsiza zensimbi ezilahliwe ngokuvamile iqinile, futhi ezinye izisekelo zokucubungula zihamba kahle futhi azikwazi ukugcina isitokwe, futhi abahwebi banobunzima bokuthola izimpahla.Imakethe ye-Scrap steel kulindeleke ukuthi ihlanganiswe phakathi kwebanga elincane esikhathini esifushane.

Ukuhlinzekwa kanye nesidingo semakethe yensimbi:

  • Ohlangothini lokuhlinzekwa kwempahla: Ngokocwaningo lukaMysteel, ukukhiqizwa kwemikhiqizo yensimbi yezinhlobonhlobo ezinkulu bekungamathani ayi-8,970,700 kulo Lwesihlanu, ukwehla kwamathani angama-71,300 ngesonto nesonto.
  • Ngokwesidingo: ukusetshenziswa okusobala kwezinhlobo ezinkulu zensimbi ngalolu Lwesihlanu bekungamathani angama-9,544,200, ukwanda kwamathani angama-85,700 ngesonto nesonto.
  • Ngokuphathelene nokusungula: isamba sensimbi yaleli sonto sasingamathani ayizigidi ezingu-15.9622, ukwehla kwesonto ngalinye ngamathani angu-573,500.Phakathi kwabo, i-inventory yensimbi yensimbi yayingamathani ayizigidi ezingu-5.6109, ukwehla kwesonto ngalinye ngamathani angu-138,200;i-stock social inventory yayingamathani ayizigidi ezingu-10.351, ukwehla kwesonto ngalinye ngamathani angu-435,300.
  • Ubudlelwano phakathi kokunikezwa kanye nesidingo emakethe yensimbi buye baba ngcono kuleli sonto, kuhambisana nokukhuphuka kwamanani entengo yezinto ezingavuthiwe kanye namafutha, okuphusha amanani ensimbi ukuze aqinise.Ethintwa inkathi yokushisisa kanye nama-Olympics Wasebusika, ngisho noma izigayo zensimbi zakamuva ziqala kabusha ukukhiqiza ngenxa yenzuzo ethuthukisiwe, imizamo yokwandisa ingase ingabi mikhulu, futhi akulungile ukukhuphula ngokweqile izintengo zezinto zokusetshenziswa namafutha okubasa.Muva nje, isidingo sokuqagela besisebenza ngokuqhathaniswa, futhi kuyangabazeka ukuthi ukuthenga kwetheminali engezansi komfula kuzoqhubeka nokuba ngcono yini.Izintengo zensimbi zesikhathi esifushane zingase zehle, futhi akufanelekile ukuba nethemba ngokweqile.

Umthombo: Mysteel.

Umhleli: Ali


Isikhathi sokuthumela: Nov-26-2021