1. Imakethe yensimbi yomhlaba wonke yaba buthaka ngoJanuwari
Ngokusho kuka-(Januwari 20 - Januwari 27) inkomba yami ye-Steel net international price price ikhombisa ukuthi inkomba yentengo yensimbi yomhlaba wonke ingu-242.5, ukwenyuka kwesonto nesonto ngo-0.87%, ukwehla kwenyanga nenyanga ngo-26.45%.Inkomba yezinkuni eziyisicaba yayingama-220.6, ikhula ngo-1.43% ngesonto futhi yehla ngo-33.59% ngenyanga.Inkomba yezinkuni ezinde yayingama-296.9, ikhula ngeviki elingu-0.24% ngenyanga futhi yehla ngo-15.22% ngenyanga.Inkomba yaseYurophu yayingama-226.8, ikhuphuke ngo-1.16% ngesonto futhi yehle ngo-21.79% ngenyanga.Inkomba yase-Asia ime ku-242.5, ikhuphuke ngo-0.54% ngesonto futhi yehle ngo-22.45% ngenyanga.
2. Ukukhiqizwa kwensimbi engahluziwe emhlabeni wonke kwehle kancane ngoDisemba 2022
NgoZibandlela wezi-2022, isamba sensimbi engahluziwe esikhiqizwe emazweni angama-64 afakwe ezibalweni zeNhlangano Yamazwe Ngamazwe Yensimbi Nensimbi yaba ngamathani ayizigidi eziyi-141, ukwehla konyaka ngonyaka ngo-10.76%;Ukukhishwa kwensimbi engahluziwe ezweni laseChina ngoDisemba 2022 bekungamathani ayizigidi ezingama-77.89, kwehle ngo-10.66% kusukela esikhathini esifanayo ngonyaka odlule.Okuphumayo kweChina kubalelwa kumaphesenti angama-55.36 omkhiqizo womhlaba wonke.
3. Ukubuyekezwa kwezimakethe ezinkulu zasekhaya ngoJanuwari
NgoJanuwari, inzuzo yezigayo zensimbi yabuyiselwa, umehluko wentengo phakathi kwentambo yesikulufu kanye nohlobo lwensimbi kanye ne-billet yancipha, kanti ezinye izigayo zensimbi zandisa ukuthengiswa kwamanye amazwe kwe-billet, i-Tangshan billet nsuku zonke igcinwe amathani angu-40,000-50,000, kanye ne-East China Steel Mill. futhi kwandise ukuthengiswa kwamanye amazwe kwe-billet.Eduze koMkhosi Wasentwasahlobo wensimbi egingqikayo yensimbi eyehlayo kancane kancane yamisa ukukhiqizwa ukuze ilungiswe, isidingo sensimbi senziwe buthaka, abahwebi bangaphezu kokubekiwe, inani le-billet kazwelonke lenhlalakahle lenyuka lafinyelela kumathani ayizigidi eziyi-1.5.Imakethe yaseTangshan ikhuphuke yafinyelela kumathani ayizigidi eziyi-1.Isekelwe okulindelekile okuqinile, intengo ye-billet yensimbi ngoJanuwari yaqhubeka ikhuphuka, kuhlanganise nentengo yefekthri ye-Tangshan steel billet inyuke ngo-110 yuan/ton, intengo yemakethe ye-Jiangyin inyuke ngama-yuan angu-80/ton.
4. Imakethe yempahla eluhlaza
Insimbi yensimbi: uma ubheka emuva ngoJanuwari 2023, inqubomgomo evumayo enkulu yokushayela ipuleti elimnyama, intengo yensimbi iyenyuka ikhuphuke.Kusukela ngoJanuwari 30, i-Mysteel62% ye-Australian powder forward point index 129.45 dollars/dry ton, up 10.31% ngenyanga ngenyanga;62% I-Macao powder port spot price index 893 yuan/ton, ikhuphuke ngo-4.2% kusukela ekupheleni kwenyanga edlule.Ukunikezwa kwezimayini zasekhaya kuba buthaka, amanani ezimayini zasekhaya akhuphuke kancane kule nyanga.Ukuthunyelwa phesheya kwezilwandle kwaphela ngoJanuwari, kanti ukuthunyelwa komhlaba wonke kwehle ngamathani ayizigidi ezingama-21 inyanga nenyanga, kanye nokufika kwensimbi yensimbi echwebeni yasekhaya kufinyelela kumathani ayizigidi eziyi-108, okuwukunyuka kancane kwamathani ayi-160,000 inyanga nenyanga.Sekukonke, ukunikezwa kwensimbi yehlile kusukela ekupheleni konyaka odlule.Ngokwesidingo, inzuzo yezigayo zensimbi yalungiswa ngoJanuwari, kanti ezinye izigayo zensimbi zinezinhlelo zokuqalisa kabusha ukukhiqiza ngemuva kokubekwa phezulu.Kulindeleke ukuthi ukufunwa kwe-iron ore kwansuku zonke kukhuphuke kancane uma kuqhathaniswa nalokho ngoJanuwari.Mayelana nempahla, ukuvulwa kwamachweba kwehle ngesikhathi soMkhosi waseNtwasahlobo, kanti inani lempahla ethekwini lenyuka ngamathani ayizigidi ezi-5.4 laya kumathani ayizigidi eziyi-137.Njengamanje, inani eliphelele le-inventory yensimbi yokugaya ibe sezingeni eliphansi ngenxa yokusetshenziswa ngaleso sikhathi, futhi isilinganiso se-inventory kanye nokuthengisa sehle ngezinsuku ezingu-1.36 kusukela ekuqaleni kwenyanga.Ngokombono wesidingo sangemva kweholide, ukutholwa kwenzuzo yezigayo zensimbi kanye nokuqalwa kabusha komsebenzi ongezansi komfula kulindeleke ukuthi kuqine, izigayo zensimbi zibe namandla athile okuthenga nendawo yokugcwalisa.
Umqondo oyinhloko osekela ukukhuphuka kwemakethe kusukela ngoDisemba 2022-Januwari 2023 ukulindela kwemakethe ukusimama komnotho wasekhaya.Phakathi noMkhosi Wasentwasahlobo, ukusetshenziswa kwezakhamuzi kukhiphe ubungqabavu obuthile, okubonisa izimpawu zokuthuthukisa isidingo, kodwa amandla okuthola kabusha awazange abonise okuphelele futhi adlule okwakulindelwe.Ngakolunye uhlangothi, ngosuku lokuqala ngemva koMkhosi waseNtwasahlobo, iChina yakhipha izinqubomgomo zokukhuthaza nokweseka abantu abafanelekayo nabazimisele ukuba bahlale edolobheni, okwaqhubeka nokukhipha uphawu lokuthuthuka komnotho, ngakho ukulindela kwemakethe ukusimama komnotho kuleli dolobha. isikhathi esifushane kunzima ukuqamba amanga.I-iron ore yaseChina yehla ngezikhathi ezithile zonyaka ngoFebhuwari, okungenzeka ngenxa yokwehla kwenyanga nenyanga kokuthunyelwa kusuka phesheya kwezilwandle ngoJanuwari.Nokho, ukuqaliswa kabusha kokukhiqiza ezimayini zasekhaya ngemva kweholide kungase kungezelele ekuhlinzekeni.Kodwa-ke, kwezinye izindawo, imikhawulo yokukhiqiza ngemuva kwezingozi zangonyaka odlule ayizange isuswe, ngakho-ke lesi sengezo sizonqunyelwa.Ekupheleni kwesidingo, izinga lenzuzo yezinsimbi zensimbi lisephansi okwamanje, futhi ukwanda kwesidingo esilethwa ukwanda okusheshayo kokukhiqizwa kwensimbi yengulube kungase kube nzima ukufeza esikhathini esifushane.Khona-ke, ngenxa yoMkhosi Wasentwasahlobo wangaphambili kulo nyaka, isidingo sokuphela singase siqale ngoMashi, futhi isidingo sokugcwaliswa kabusha ngemva kweholide singase sibe buthaka.
I-Coke: Uma ubheka emuva emakethe ye-coke ngoJanuwari, iphethini eliphelele lokuzinza libuthakathaka.Intengo ye-coke yemizuliswano emibili yokwehliswa, ibanga lika-200-220 yuan/ton.Inyanga ngaphambi koMkhosi Wasentwasahlobo, imakethe ye-coke ayinathemba.Isitoreji sangaphambi kwesikhathi sasebusika sithuthukisiwe, amanani entengo ye-coke aqhubekile nokukhuphuka imizuliswano emine, ukulungiswa okuqhubekayo kwenzuzo, ukunikezwa kwe-coke kuthuthukisiwe.Isitshalo sensimbi ngaphambi kokuba intengo yensimbi ikhuphuke ngokuyinhloko, kodwa kunzima ukufihla ubuthakathaka bokuthengiselana, ukulahlekelwa okuqhubekayo ngaphansi kokukhiqizwa kwensimbi ephansi.Lapho kuphela izigayo zensimbi isitoreji sasebusika, izigayo zensimbi zokumelana namanani aphezulu ku-coke, imakethe ye-coke iyonke iba buthaka kakhulu.
Uma sibheka phambili kuNhlolanja, i-coke kunezimpawu zokubuya kwe-rebound.Izintengo ze-coke zizinzile futhi ziphinde zaqina, kodwa isikhala sokuphindaphinda sinqunyelwe.Ngokubizwa kwe-NPC yendawo kanye ne-CPPCC, kwethulwe izinqubomgomo zezomnotho ezahlukahlukene, futhi ukuzethemba kwezimakethe kuye kwakhula ngokuqhubekayo ekufuneni inqubekelaphambili ekuzinzeni.Ngesimo sezulu esishisayo, i-steel off-season isidlulile, ukukhiqizwa kwesithando somlilo sensimbi sekuqalile, isidingo se-coke, imakethe ye-coke yaqala ukuqina.Kodwa-ke, izigayo zensimbi kanye namabhizinisi e-coke kusenesikhathi ngenxa yokulahlekelwa okuqhubekayo, ukulungiswa kwenzuzo kudinga isikhathi sokugqugquzela, kulokhu nalokhuya, izinhlangothi ezimbili zokulungiswa kwamanani ziqaphe kakhulu, isikhala sokuphinda sibuyele emuva noma sizokhawulelwa.
Isikhathi sokuthumela: Feb-02-2023