1. Imarike yentsimbi yamazwe ngamazwe ibuthathaka ngoJanuwari
Ngokutsho (ngoJanuwari 20 - 27 kaJanuwari) isalathisi sexabiso lentsimbi ye-Steel net international ibonisa ukuba i-index yexabiso lentsimbi yehlabathi yi-242.5, ukunyuka kweveki ye-0.87%, ukuhla kwenyanga-ngenyanga ye-26.45%.Isalathiso somthi osicaba sasiyi-220.6, sikhula nge-1.43% ngeveki ngenyanga kwaye sihla nge-33.59% ngenyanga ngenyanga.Isalathisi eside sokhuni sasiyi-296.9, inyuka nge-0.24% ngeveki ngenyanga kwaye iyancipha nge-15.22% ngenyanga ngenyanga.Isalathisi saseYurophu sasiyi-226.8, i-1.16% ngeveki kunye ne-21.79% ngenyanga.Isalathisi sase-Asia simi kwi-242.5, i-0.54% ngeveki kunye ne-22.45% ngenyanga.
2. Imveliso yentsimbi ekrwada yehlabathi yehle kancinane ngoDisemba ka-2022
NgoDisemba 2022, imveliso yentsimbi ekrwada iyonke yamazwe angama-64 aqukiweyo kwizibalo ze-International Iron and Steel Association yayimalunga ne-141 yezigidi zeetoni, ukwehla konyaka-ngonyaka nge-10.76%;Imveliso yentsimbi ekrwada kwilizwe laseTshayina ngoDisemba ka-2022 yayiziitoni ezizigidi ezingama-77.89, ihle nge-10.66% ukusuka kwangelo xesha linye kulo nyaka uphelileyo.Imveliso yaseTshayina yenza i-55.36 yepesenti yemveliso yehlabathi.
3. Uphononongo lweemarike ezinkulu zasekhaya ngoJanuwari
NgoJanuwari, inzuzo yeentsimbi zensimbi yabuyiselwa, umehluko wexabiso phakathi kwentambo yesikrufu kunye nohlobo lwentsimbi kunye ne-billet yancitshiswa, kwaye ezinye iintsimbi zentsimbi zandisa ukuthengiswa kwamanye amazwe kwi-billet, i-Tangshan billet yemihla ngemihla igcinwe i-40,000-50,000 tons, kunye ne-East China Steel Mill. kwandise ukuthengiswa kwebhillet kumazwe angaphandle.Eyayame kuMthendeleko Spring ezantsi billet eziqengqelekayo intsimbi ngokuthe ngcembe wayeka imveliso ukugcinwa, imfuno billet steel buthathaka, abarhwebi ngaphezu kokungena entry, i-inventri yesizwe billet yentlalo yanda ukuya kwi-1.5 yezigidi zeetoni.Imakethi yaseTangshan inyuke yaya kutsho kwisigidi seetoni.Ukuxhaswa ngokulindela okunamandla, ixabiso le-billet yensimbi ngoJanuwari liqhubekile likhupha, kubandakanywa i-Tangshan steel billet yexabiso lefektri inyuke nge-110 yuan / ton, ixabiso lemarike ye-Jiangyin lenyuka nge-80 yuan / ton.
4. Imarike yempahla ekrwada
Intsimbi ekrwada: jonga emva ngoJanuwari ka-2023, umgaqo-nkqubo oncomekayo kakhulu wokuqhuba ipleyiti emnyama, ixabiso lentsimbi yentsimbi liyothusa phezulu.Ukususela ngomhla we-30 kaJanuwari, i-Mysteel62% ye-Australian powder phambili isalathisi sendawo ye-129.45 yeedola / i-toni eyomileyo, i-10.31% inyanga ngenyanga;I-62% i-Macao powder port spot point index index 893 yuan / ton, i-4.2% ukusuka ekupheleni kwenyanga edlulileyo.Ubonelelo lwemigodi yasekhaya lube buthathaka, amaxabiso emigodi yasekhaya anyuke kancinci kule nyanga.Ukuthunyelwa kwempahla phesheya kolwandle kuphele ngoJanyuwari, kwaye ukuthunyelwa kwelizwe jikelele kwehle nge-21 yezigidi zeetoni ngenyanga-ngenyanga, kunye nokufika kwe-iron ore kwizibuko lasekhaya kufikelela kwi-108 yezigidi zeetoni, ukonyuka okuncinci kweetoni ezingama-160,000 ngenyanga-ngenyanga.Ngokubanzi, izibonelelo zentsimbi zihlile ukusuka ekupheleni konyaka ophelileyo.Ngokwemfuno, inzuzo yeentsimbi zetsimbi yalungiswa ngoJanuwari, kwaye ezinye izixhobo zetsimbi zinezicwangciso zokuqalisa imveliso emva kokugqithiswa.Kulindeleke ukuba i-avareji yemfuno yentsimbi yentsimbi yemihla ngemihla inyuke kancinane xa ithelekiswa neyangoJanuwari.Ngokumalunga noluhlu lweempahla, ukuvulwa kwamazibuko kwehlile ngexesha loMnyhadala waseNtwasahlobo, noluhlu lweempahla ezizibukweni lwande nge-5.4 yezigidi zeetoni ukuya kwi-137 lezigidi zeetoni.Okwangoku, ixabiso elipheleleyo le-inventory yensimbi yensimbi liye laphantsi kwimbali ngenxa yokusetyenziswa kwexesha, kwaye ukuthengiswa kwempahla kunye nokuthengiswa kwehle ngeentsuku ze-1.36 ukususela ekuqaleni kwenyanga.Ukususela kumbono wemfuno emva kweholide, ukubuyiswa kwenzuzo yeentsimbi zetsimbi kunye nokuqala phantsi komsebenzi kulindeleke ukuba kube namandla, iintsimbi zensimbi zinamandla athile okuthenga kunye nendawo yokuzalisa.
Eyona ngqiqo iphambili exhasa ukunyuka kwemarike ukusukela ngoDisemba wama-2022 ukuya kuJanuwari ka-2023 lulindelo lwemarike lokubuyisela uqoqosho lwangaphakathi.Ngexesha loMnyhadala weNtwasahlobo, ukusetyenziswa kwabahlali kukhuphe ubungqabavu obuthile, obubonisa iimpawu zokuphucula imfuno, kodwa amandla okubuyisela awazange abonise ngokubanzi kwaye agqithise okulindelekileyo.Kwelinye icala, ngosuku lokuqala emva koMthendeleko Spring, China wakhupha imigaqo-nkqubo ukukhuthaza nokuxhasa abantu abaqeqeshiweyo nabazimiseleyo ukuzinza esixekweni, nto leyo eqhubeka ukukhulula umqondiso unyuso kwezoqoqosho, ngoko ulindelo imarike ukubuyiswa koqoqosho kwi. ixesha elifutshane kunzima ukuxoka.Ukuthengwa kwentsimbi ekrwada yaseTshayina kwehle ngamaxesha athile ngoFebruwari, mhlawumbi ngenxa yokuhla kwenyanga-ngenyanga kokuthunyelwa kwempahla evela phesheya kolwandle ngoJanuwari.Nangona kunjalo, ukuqaliswa kwakhona kwemveliso kwimigodi yasekhaya emva kweholide kunokuncedisa ukubonelela.Nangona kunjalo, kwezinye iindawo, izithintelo zemveliso emva kweengozi zonyaka odlulileyo azizange ziphakanyiswe, ngoko ke le ncediso iya kulinganiselwa.Ekupheleni kweemfuno, izinga lenzuzo yeentsimbi zensimbi lisephantsi okwangoku, kwaye ukunyuka kweemfuno eziziswa ngokunyuka ngokukhawuleza kwemveliso yentsimbi yehagu kunokuba nzima ukufikelela kwixesha elifutshane.Emva koko, ngenxa yoMthendeleko wangaphambili weNtwasahlobo kulo nyaka, imfuno yokuphela inokuqala ngoMatshi, kwaye imfuno yokuzaliswa emva kweholide ingaba buthathaka.
I-Coke: Ukujonga emva kwimarike ye-coke ngoJanuwari, ipateni epheleleyo yokuzinza ibuthathaka.Ixabiso leCoke kwimijikelo emibini yokunciphisa, uluhlu lwe-200-220 yuan / ton.Kwinyanga ngaphambi koMthendeleko weNtwasahlobo, imarike yecoke ayinathemba.Ukugcinwa kwasekuqaleni kwasebusika kukhuthazwa, amaxabiso e-coke aqhubekile nokunyuka kwemijikelezo emine, ukulungiswa okuqhubekayo kweenzuzo, i-coke supply margin iphuculwe.Isityalo sensimbi phambi kokuba ixabiso lentsimbi linyuka kakhulu, kodwa kunzima ukufihla ubuthathaka bokuthengiselana, ilahleko eqhubekayo phantsi kwemveliso yentsimbi ephantsi.Ngokuphela kokugcinwa kwentsimbi ebusika, izixhobo zentsimbi zokumelana nexabiso eliphezulu kwi-coke, imarike ye-coke iyonke iyancipha kakhulu.
Ukujonga phambili kuFebruwari, i-coke kukho iimpawu zokuphindaphinda.Amaxabiso e-coke azinzile kwaye aphinde aphindaphindeka, kodwa indawo yokubuyela umva ilinganiselwe.Ngokubizwa kwe-NPC yengingqi kunye ne-CPPCC, imigaqo-nkqubo eyahlukeneyo yezoqoqosho iye yaziswa, kwaye ukuzithemba kweemarike kuye kwaqhubeka kukhuthazwa ekufuneni inkqubela phambili kuzinzo.Ngemozulu efudumeleyo, i-steel off-season idlulile, imveliso ye-steel blast furnace iphinde yaqala, imfuno ye-coke, i-coke market yaqala ukomelela.Nangona kunjalo, iintsimbi zetsimbi kunye namashishini e-coke kwangoko ngenxa yelahleko eqhubekayo, ukulungiswa kweenzuzo kufuna ixesha lokukhuthaza, kule nto kwaye, amacala amabini ohlengahlengiso lwexabiso lulumke ngakumbi, indawo yokubuyisela okanye iya kunqunyulwa.
Ixesha lokuposa: Feb-02-2023