1. Musika wepasi rose wesimbi wakapera simba muna Ndira
Maererano ne (January 20 - January 27) yangu Steel net international simbi mutengo index inoratidza kuti pasi rose simbi mutengo indekisi 242,5, vhiki nevhiki kuwedzera 0.87%, mwedzi-on-mwedzi kuderera 26,45%.Iyo flat wood index yaive 220.6, ichiwedzera ne1.43% vhiki pamwedzi uye ichiderera ne33.59% mwedzi pamwedzi.Iyo yakareba huni index yaiva 296.9, ichiwedzera ne 0.24% vhiki pamwedzi uye ichiderera ne 15.22% mwedzi pamwedzi.Indekisi yeEuropean yaive 226.8, kumusoro 1.16% pavhiki uye pasi 21.79% pamwedzi.Indekisi yeAsia yakamira pa242.5, kumusoro 0.54% pavhiki uye pasi 22.45% pamwedzi.
2. Kugadzirwa kwesimbi kwepasi rose kwakadzikira zvishoma muna Zvita 2022
Muna Zvita 2022, iyo yakazara crude simbi yakabuda yenyika makumi matanhatu neina inosanganisirwa muhuwandu hweInternational Iron and Steel Association yaive matani emamiriyoni zana nemakumi mana nerimwe, kuderera kwegore negore kwe10.76%;Crude simbi yakabuda muChinese mainland muna Zvita 2022 yaive 77.89 miriyoni matani, pasi 10.66% kubva panguva imwecheteyo gore rapfuura.Kubuda kweChina kunopa 55.36 muzana yepasi rose.
3. Ongororo yemisika mikuru yemumba muna Ndira
Muna Ndira, purofiti yezvigayo zvesimbi yakadzoreredzwa, mutsauko wemutengo pakati pe screw shinda uye simbi mhando uye billet wakadzikiswa, uye mamwe magiyo esimbi akawedzera kutengesa kwekunze kwebillet, Tangshan billet zuva nezuva kuchengetwa kwakachengetedza 40,000-50,000 matani, uye East China Steel Mill. yakawedzerawo kutengesa kwekunze kwebillet.Pedyo neChirimo Mutambo wakadzika billet achikungurutsa simbi zvishoma nezvishoma akamisa kugadzirwa kwekugadzirisa, simbi billet kudiwa kwakaderera, vatengesi vanopfuura seti yekupinda, iyo yenyika billet social inventory yakawedzera kusvika matani miriyoni 1.5.Musika weTangshan wakakwira kusvika pamiriyoni imwe yematani.Yakatsigirwa netarisiro yakasimba, mutengo wesimbi billet muna Ndira wakaramba uchikwira, kusanganisira Tangshan steel billet fekitari mutengo wakawedzera 110 yuan / ton, Jiangyin mutengo wemusika wakawedzera 80 yuan / toni.
4. Raw material market
Iron ore: tarisa kumashure muna Ndira 2023, iyo macro yakanaka mutemo wekutyaira ndiro nhema, iron ore mutengo unokatyamadza kumusoro.Kubva munaJanuary 30, Mysteel62% yeAustralia poda inotungamira nzvimbo index 129.45 madhora / toni yakaoma, kusvika 10.31% mwedzi pamwedzi;62% Macao powder port spot price index 893 yuan/ton, kumusoro 4.2% kubva pakupera kwemwedzi wapera.Mugodhi wemumba wakaderera, mitengo yemugodhi yakakwira zvishoma mwedzi uno.Kuendeswa kunze kwenyika kwakapera muna Ndira, nekutakura kwepasirese kwakadzikira mamirioni makumi maviri nerimwe ematoni pamwedzi-pa-mwedzi, uye mudzimba pamwedzi wepachiteshi iron ore vanosvika vachisvika 108 miriyoni matani, kuwedzera kudiki kwematani 160,000 mwedzi-pa-mwedzi.Pakazere, simbi dzesimbi dzakadzikira kubva mukupera kwegore rapfuura.Panyaya yekuda, purofiti yezvigayo zvesimbi yakagadziriswa muna Ndira, uye mamwe magiyo esimbi ane zvirongwa zvekutanga zvekugadzira mushure mepamusoro.Zvinotarisirwa kuti avhareji yemazuva ese iron ore kudiwa munaFebruary yakawedzera zvishoma zvichienzaniswa neiyo muna Ndira.Panyaya yekuverenga, kuvhurwa kwechiteshi kwakadzikira panguva yeMutambo weChirimo, uye uwandu hwechiteshi hwakawedzera ne5.4 miriyoni matani kusvika 137 miriyoni matani.Parizvino, kukosha kwakakwana kwekugadzirwa kwesimbi kwesimbi kwave kune nhoroondo yakaderera nekuda kwekushandiswa munguva, uye chiyero chekutengesa uye kutengesa kwakaderera nemazuva 1.36 kubva pakutanga kwemwedzi.Kubva pakuona kwekudiwa kwepashure pezororo, purofiti yekudzoreredza simbi dzesimbi uye kudzika kwakadzika kwekutanga basa kunotarisirwa kuve kwakasimba, zvigayo zvesimbi zvine simba rekutenga uye nzvimbo yekuzadzazve.
Pfungwa huru inotsigira kusimuka kwemusika kubva muna Zvita 2022-Ndira 2023 ndiyo tarisiro yemusika yekudzoreredza hupfumi hwenyika.Munguva yeMutambo weChirimo, kushandiswa kwevagari kwakaburitsa humwe hutano, zvichiratidza zviratidzo zvekuvandudza kudiwa, asi simba rekudzoreredza harina kuratidza kuzere uye kudarika zvinotarisirwa.Ukuwo, pazuva rekutanga mushure meMutambo weChirimo, China yakapa mitemo yekukurudzira uye kutsigira vanhu vanokwanisa uye vanoda kugara muguta, iro rakaramba richiburitsa chiratidzo chekusimudzira hupfumi, saka tarisiro yemusika yekuvandudza hupfumi mu nguva pfupi yakaoma kunyengedzwa.Kutengeswa kwesimbi kuChina kwakadonha mumwaka muna Kukadzi, pamwe nekuda kwekudonha kwemwedzi-pa-mwedzi kwekutakura kubva mhiri kwemakungwa muna Ndira.Nekudaro, kutangazve kwekugadzirwa mumigodhi yemumba mushure mezororo kunogona kuwedzera kupihwa.Nekudaro, mune dzimwe nzvimbo, zvirambidzo zvekugadzira mushure metsaona dzegore rapfuura hazvina kubviswa, saka kuwedzera uku kuchave kushoma.Pakupera kwekudiwa, purofiti yezvigayo zvesimbi ichiri yakaderera iye zvino, uye kuwedzera kwekuda kunounzwa nekukurumidza kuwedzera kwekugadzirwa kwesimbi yenguruve kungave kwakaoma kuwana munguva pfupi.Zvino, nekuda kwekutanga kweMutambo weChirimo gore rino, kudiwa kwekupedzisira kunogona kutanga munaKurume, uye kudiwa kwekuzadza mushure mezororo kunogona kunge kusina simba.
Coke: Tichitarisa kumashure pamusika wekoki muna Ndira, maitiro ese ekugadzikana haana simba.Mutengo weCoke wemaround maviri ekudzikisa, huwandu hwe200-220 yuan/ton.Kwemwedzi pamberi peMutambo weChirimo, musika wecoke hauna tariro.Kwekutanga kwechando kuchengetwa kwakasimudzirwa, mitengo yecoke yakaramba ichikwira mativi mana, kuenderera mberi kwekugadzirisa purofiti, coke supply margin yakavandudzwa.Sirivha yesimbi isati yasvika mutengo wesimbi inonyanya kukwira, asi zvakaoma kuvhara kushaya simba kwekutengeserana, kurasikirwa kunopfuurira pasi pekugadzirwa kwesimbi.Nekupera kwezvigayo zvesimbi kuchengetwa kwechando, zvigayo zvesimbi zvekupikisa mutengo wepamusoro kune coke, musika wecoke unowedzera kupera simba zvakanyanya.
Tichitarisa kumberi kwaFebruary, coke pane zviratidzo zvekudzokororwa.Mitengo yeCoke yakagadzikana uye yakawedzera, asi nzvimbo yekudzosera ishoma.Nekushevedzwa kweNPC yemuno neCPPCC, marongero ehupfumi akasiyana akaunzwa, uye chivimbo chemusika chakaramba chichiwedzerwa mukutsvaga kufambira mberi mukugadzikana.Nekudziya kwemamiriro ekunze, simbi off-mwaka wapfuura, simbi inoputika choto kugadzirwa kwakatangazve, kudiwa kwecoke, coke musika kwakatanga kusimba.Nekudaro, zvigayo zvesimbi uye coke mabhizinesi ekutanga nekuda kwekurasikirwa kwakasimba, kugadzirisa purofiti kunoda nguva yekusimudzira, mune izvi uye izvo, mativi maviri ekugadziriswa kwemitengo akanyanya kungwarira, rebound nzvimbo kana ichave shoma.
Nguva yekutumira: Feb-02-2023