Tsis ntev los no, nrog rau kev maj mam ua raws li cov cai tswjfwm zoo, kev lag luam kev ntseeg siab tau raug txhawb kom muaj txiaj ntsig zoo, thiab cov nqi ntawm cov khoom lag luam dub tseem nce ntxiv.Tus nqi ntawm cov hlau ore imported tau tsoo qhov siab tshiab hauv plaub lub hlis dhau los, tus nqi ntawm coke tau nce peb zaug nyob rau lub sijhawm luv luv, thiab cov seem hlau tseem muaj zog.Cov khoom tsim tawm ntawm cov khoom steel tau nce me ntsis, qhov kev thov hauv lub caij off-season maj mam tsis muaj zog, thiab cov khoom siv thiab kev thov txuas ntxiv tsis muaj zog.Muaj zog raw khoom thiab roj nqi, nce ntau lawm txiav kev cia siab nyob ze rau lub caij nplooj ntoos hlav Festival, thiab cov khoom muag qis tau dhau los ua cov ntsiab lus tseem ceeb txhawb nqa cov nqi hlau hauv kev siv lub caij so tam sim no.
import thiab export
Txij Lub Ib Hlis Ntuj txog Lub Kaum Ib Hlis, cov khoom xa tuaj ntawm cov hlau ore thiab nws cov ntsiab lus yog 1.016 billion tons, ib xyoos ib zaug -2.1%, ntawm cov khoom xa tuaj rau lub Kaum Ib Hlis yog 98.846 lab tons, ib hlis-rau-lub hlis +4.1%, thiab 5.8% ntawm lub xyoo.Kev xa tawm ntawm cov khoom steel yog 61.948 lab tons, +0.4% xyoo-rau-xyoo, uas tau hloov los ntawm kev poob mus rau qhov nce thawj zaug hauv tag nrho lub xyoo.Ntawm lawv, kev xa tawm thaum Lub Kaum Ib Hlis yog 5.590 lab tons, +7.8% lub hli dhau los thiab +28.2% xyoo-rau-xyoo.Kev xa tawm ntawm cov khoom steel yog 9.867 lab tons, uas yog -25.6% xyoo-rau-xyoo, ntawm 752,000 tons tau tuaj rau lub Kaum Ib Hlis, uas yog -2.6% lub hli-rau-hli thiab -47.2% xyoo-rau-xyoo. .Thaum lub Kaum Ib Hlis, kev lag luam thoob ntiaj teb kev loj hlob txuas ntxiv qeeb, kev lag luam kev lag luam tau qeeb, thiab qhov kev thov rau cov khoom siv hlau thiab cov hlau hlau txawv teb chaws tseem tsis muaj zog.Nws cia siab tias kuv lub teb chaws cov hlau xa tawm ntim yuav hloov pauv me ntsis hauv lub Kaum Ob Hlis, thiab cov ntim tuaj yeem yuav khiav ntawm qib qis.Nyob rau tib lub sij hawm, tag nrho cov khoom ntawm hlau ore nyob rau hauv lub ntiaj teb no tseem yuav xoob, thiab kuv lub teb chaws cov hlau ore ntshuam ntim yuav hloov me ntsis.
Hlau ntau lawm
Thaum lub Kaum Ib Hlis lig, CISA cov txheeb cais tseem ceeb ntawm qhov nruab nrab txhua hnub cov khoom lag luam hlau thiab hlau yog 2.0285 lab tons ntawm cov hlau tsis zoo, +1.32% ntawm lub hli dhau los;1.8608 lab tons ntawm npua hlau, +2.62% ntawm lub hli dhau los;2.0656 lab tons ntawm steel khoom, +4.86% ntawm lub hli dhau los +2.0%).Raws li kev kwv yees ntau lawm ntawm cov ntaub ntawv tseem ceeb ntawm cov tuam txhab hlau thiab hlau, lub teb chaws qhov nruab nrab txhua hnub cov khoom tsim tawm thaum lub Kaum Ib Hlis Ntuj yog 2.7344 lab tons ntawm crude steel, +0.60% lub hli-rau-hli;2.3702 lab tons ntawm npua hlau, +1.35% lub hli-rau-hli;3.6118 lab tons ntawm steel, +1.62% lub hli-rau-hli.
Cov khoom lag luam thiab cov khoom muag
Lub lim tiam dhau los (lub lim tiam thib ob ntawm Lub Kaum Ob Hlis, txij lub Kaum Ob Hlis 5 txog rau Lub Kaum Ob Hlis 9, tib yam hauv qab no) kev txhim kho thiab kev hloov kho ntawm txoj cai tiv thaiv kab mob sib kis tau muaj kev txhawb nqa rau kev ua lag luam, tsav tsheb me me hauv kev xav tau ntawm cov hlau qis, tab sis nws nyuaj rau hloov lub zuag qhia tag nrho kev lag luam poob, raws caij nyoog off-season Cov yam ntxwv tseem pom tseeb, thiab lub teb chaws xav tau steel tseem nyob qis.Qhov kev xav ntawm kev xav nyob rau hauv lub sij hawm luv luv steel lag luam tau sov, thiab kev lag luam ntim ntawm cov khoom lag luam steel hauv khw muag khoom tseem tseem qeeb.Qhov nruab nrab txhua hnub kev lag luam ntim ntawm cov khoom siv steel yog 629,000 tons, +10.23% lub hli-rau-hli thiab -19.93% xyoo-rau-xyoo.Steel social inventory thiab steel zeb cov khoom muag tau nce me ntsis.Tag nrho kev sib raug zoo thiab steel zeb cov khoom lag luam ntawm tsib hom hlau loj yog 8.5704 lab tons thiab 4.3098 lab tons, raws li, +0.58% thiab +0.29% hli-rau-hli, thiab -10.98% thiab -7.84% xyoo-rau- xyoo.Nws cia siab tias lub lim tiam no, kev lag luam ntim ntawm cov khoom siv hlau yuav hloov pauv me ntsis.
Raw roj nqi
Coke, qhov nruab nrab ex-Factory tus nqi ntawm thawj qib metallurgical coke lub lim tiam dhau los yog 2748.2 yuan ib tuj, +3.26% hli-rau-hli thiab +2.93% xyoo-rau-xyoo.Tsis ntev los no, qhov thib peb puag ncig ntawm coke nqi nce tau tsaws.Vim qhov sib npaug ntawm tus nqi ntawm coking thee, cov txiaj ntsig ntawm cov lag luam coking tseem tseem nyias.Cov khoom lag luam coke ntawm downstream steel mills yog tsawg.Xav txog qhov kev thov rau lub caij ntuj no cia thiab ntxiv, tus nqi ntawm superimposed steel khoom tau nce tsis tu ncua.Rau cov hlau ore, qhov chaw pem hauv ntej CIF tus nqi ntawm 62% ntshuam nplua ore nyob rau lub asthiv dhau los yog US $ 112.11 ib tuj, +5.23% lub hli-rau-hli, +7.14% xyoo-rau-xyoo, thiab tus nqi nruab nrab txhua lub lim tiam yog +7.4% hli-rau-hli.Lub lim tiam dhau los, qhov chaw nres nkoj hlau ore cov khoom lag luam thiab cov khoom siv hluav taws xob tawg ua haujlwm tau nce me ntsis, thaum qhov nruab nrab niaj hnub molten hlau ntau lawm poob me ntsis.Tag nrho cov khoom siv thiab kev xav tau ntawm cov hlau ore tseem xoob.Nws cia siab tias lub lim tiam no, tus nqi hlau ore yuav hloov pauv ntawm qib siab.Rau cov khoom seem hlau, cov khoom seem steel nqi tau nce me ntsis lub lim tiam dhau los.Tus nqi nruab nrab ntawm cov khoom seem hlau siab tshaj 6 hli hauv 45 lub nroog yog 2569.8 yuan ib tuj, uas yog +2.20% hli-rau-hli thiab -14.08% xyoo-rau-xyoo.Thoob ntiaj teb, cov nqi hlau seem hauv Tebchaws Europe tau nce siab, nrog Rotterdam +4.67% lub hli-rau-hli thiab Qaib Cov Txwv +3.78% hli-rau-hli.US steel seem nqi yog +5.49% lub hli-rau-lub hlis.Nrog rau kev maj mam ua raws cov kev cai macro zoo, kev ua kom zoo ntxiv ntawm kev tiv thaiv kab mob sib kis hauv zos thiab tswj cov cai, thiab lub caij ntuj no cia cov khoom seem steel hauv qee lub lag luam, qee qhov kev txhawb nqa tau tsim rau cov nqi seem steel.Nws cia siab tias lub lim tiam no, cov nqi hlau seem yuav ntxiv dag zog rau hauv qhov nqaim.
steel nqi
Cov nqi lag luam hlau tau nce me ntsis lub lim tiam dhau los.Raws li kev txheeb cais ntawm Tuam Tshoj Iron thiab Steel Association, tus nqi nruab nrab ntawm ib tuj hlau rau yim hom hlau loj yog 4332 yuan, + 0.83% lub hli-rau-hli thiab -17.52% xyoo-rau-xyoo.Los ntawm qhov kev xav ntawm cov khoom siv hlau, tshwj tsis yog cov kav dej seamless, uas yog -0.4% lub hli-rau-hli, lwm hom loj tag nrho tau nce me ntsis, hauv 2%.
Lub lim tiam dhau los, kev ua lag luam hlau feem ntau txuas ntxiv cov khoom tsis muaj zog thiab kev xav tau ntawm lub lim tiam dhau los.Kev khiav hauj lwm tus nqi ntawm blast furnaces nce me ntsis, qhov nruab nrab txhua hnub tso zis ntawm molten hlau txo me ntsis, thiab cov khoom siv hlau tau nce me ntsis.Ntawm qhov kev thov sab nraud, nyob rau hauv qhov kev txhawb nqa sab nraud zoo, kev ua haujlwm ntawm kev ua lag luam xav tau kev xav tau nce ntxiv, thaum qhov chaw noj cov khoom siv hlau tseem nyob qis qis thaum lub caij ntuj no tob zuj zus.Kev txhawb nqa los ntawm cov khoom lag luam xws li cov nqi ruaj khov thiab cov nqi roj, cov khoom muag qis, thiab kev cia siab ntau ntxiv ntawm kev txiav kev tsim khoom nyob ze rau lub caij nplooj ntoos hlav Festival, qhov poob qis hauv cov nqi hlau tsis muaj zog.Nws cia siab tias cov nqi hlau yuav txuas ntxiv hloov mus rau lub lim tiam no.(Ruixiang Steel Research Institute)
Post lub sij hawm: Dec-13-2022