Tsis ntev los no, nrog rau kev siv maj mam ntawm cov cai macro zoo, kev ntseeg siab ntawm kev ua lag luam tau nce siab zoo, thiab cov nqi ntawm cov khoom lag luam dub txuas ntxiv nce. Tus nqi ntawm cov hlau xa tuaj tau nce siab tshiab hauv plaub lub hlis dhau los, tus nqi ntawm coke tau nce peb zaug hauv lub sijhawm luv luv, thiab cov hlau seem tseem muaj zog. Cov khoom tsim tawm ntawm cov khoom hlau tau nce me ntsis, qhov kev thov hauv lub caij tsis muaj zog maj mam poob qis, thiab kev muab khoom thiab kev thov tseem tsis muaj zog. Cov nqi raw thiab roj muaj zog, kev tsim khoom nce ntxiv txiav kev cia siab ze rau Lub Caij Nplooj Ntoos Hlav, thiab cov khoom muag qis tau dhau los ua cov yam tseem ceeb uas txhawb nqa cov nqi hlau hauv kev siv tam sim no.
kev xa tawm thiab kev xa tawm
Txij lub Ib Hlis mus txog rau lub Kaum Ib Hlis, kev xa khoom hlau thiab nws cov khoom siv yog 1.016 billion tons, ib xyoos-rau-xyoo -2.1%, ntawm cov khoom xa tuaj rau lub Kaum Ib Hlis yog 98.846 lab tons, ib hlis-rau-hli + 4.1%, thiab ib xyoos-rau-xyoo -5.8%. Kev xa khoom hlau tag nrho yog 61.948 lab tons, + 0.4% xyoo-rau-xyoo, uas tau hloov los ntawm kev poob qis mus rau kev nce thawj zaug hauv tag nrho lub xyoo. Ntawm lawv, kev xa khoom hauv lub Kaum Ib Hlis yog 5.590 lab tons, + 7.8% hli-rau-hli thiab + 28.2% xyoo-rau-xyoo. Kev xa khoom hlau tag nrho yog 9.867 lab tons, uas yog -25.6% xyoo-rau-xyoo, ntawm cov khoom xa tuaj rau lub Kaum Ib Hlis, uas yog -2.6% hli-rau-hli thiab -47.2% xyoo-rau-xyoo. Thaum lub Kaum Ib Hlis, kev loj hlob ntawm kev lag luam thoob ntiaj teb tseem qeeb qeeb, kev lag luam tsim khoom qeeb qeeb, thiab qhov kev thov rau cov khoom siv hlau thiab cov hlau txawv teb chaws tseem tsis muaj zog. Nws xav tias kuv lub teb chaws cov hlau xa tawm yuav hloov pauv me ntsis thaum Lub Kaum Ob Hlis, thiab cov khoom xa tuaj yuav khiav ntawm qib qis. Tib lub sijhawm, tag nrho cov khoom siv hlau hauv ntiaj teb yuav txuas ntxiv mus xoob, thiab kuv lub teb chaws cov hlau xa tuaj yuav hloov pauv me ntsis.
Kev tsim hlau
Thaum kawg ntawm lub Kaum Ib Hlis, CISA cov ntaub ntawv tseem ceeb ntawm qhov nruab nrab txhua hnub ntawm cov hlau thiab hlau lag luam yog 2.0285 lab tons ntawm cov hlau nyoos, + 1.32% los ntawm lub hli dhau los; 1.8608 lab tons ntawm npua hlau, + 2.62% los ntawm lub hli dhau los; 2.0656 lab tons ntawm cov khoom hlau, + 4.86% los ntawm lub hli dhau los + 2.0%). Raws li kev kwv yees ntau lawm ntawm cov hlau thiab hlau lag luam tseem ceeb, lub teb chaws qhov nruab nrab txhua hnub tsim tawm thaum kawg ntawm lub Kaum Ib Hlis yog 2.7344 lab tons ntawm cov hlau nyoos, + 0.60% hli-rau-hli; 2.3702 lab tons ntawm npua hlau, + 1.35% hli-rau-hli; 3.6118 lab tons ntawm hlau, + 1.62% hli-rau-hli.
Kev 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 9, tib yam hauv qab no) kev kho kom zoo thiab kev hloov kho ntawm txoj cai tiv thaiv kev sib kis tau muaj qee yam kev txhawb nqa rau kev ua lag luam, tsav tsheb me ntsis kev nce ntxiv ntawm kev thov hlau downstream, tab sis nws nyuaj rau hloov pauv tag nrho kev lag luam poob qis, lub caij tawm ntawm lub caij Cov yam ntxwv tseem pom tseeb, thiab lub teb chaws cov kev thov hlau tseem nyob qis. Kev xav txog kev lag luam hlau luv luv tau sov so, thiab qhov ntim kev lag luam ntawm cov khoom hlau hauv kev ua lag luam tseem qeeb qeeb. Qhov nruab nrab txhua hnub kev lag luam ntim ntawm cov khoom siv hlau tsim kho yog 629,000 tons, + 10.23% hli-rau-hli thiab -19.93% xyoo-rau-xyoo. Cov khoom muag hauv zej zog hlau thiab cov khoom muag hauv tsev hlau tau nce me ntsis. Tag nrho cov khoom muag hauv zej zog thiab cov hlau ntawm tsib hom hlau loj yog 8.5704 lab tons thiab 4.3098 lab tons, raws li, +0.58% thiab +0.29% txhua hli, thiab -10.98% thiab -7.84% txhua xyoo. Xav tias lub lim tiam no, qhov ntim khoom lag luam ntawm cov khoom hlau yuav hloov pauv me ntsis.
Cov nqi roj av nyoos
Coke, tus nqi nruab nrab ntawm ex-factory 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 ntawm kev nce nqi coke tau tsaws. Vim tias tus nqi ntawm coking thee nce tib lub sijhawm, cov txiaj ntsig ntawm cov tuam txhab coking tseem tsawg. Cov khoom muag coke ntawm cov hlau mills qis. Xav txog qhov kev thov rau lub caij ntuj no cia thiab rov ua dua tshiab, tus nqi ntawm cov khoom hlau superimposed tau nce siab tas li. Rau cov hlau ore, tus nqi CIF pem hauv ntej ntawm 62% cov hlau zoo xa tuaj rau lub lim tiam dhau los yog US $ 112.11 ib tuj, + 5.23% 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, cov khoom muag hlau ore thiab lub tshuab cua sov tawg ua haujlwm nce me ntsis, thaum qhov nruab nrab txhua hnub molten hlau tsim poob me ntsis. Tag nrho cov khoom thiab kev thov ntawm hlau ore tseem xoob. Xav tias lub lim tiam no, cov nqi hlau ore yuav hloov pauv ntawm qib siab. Rau cov hlau seem, cov nqi hlau seem hauv tsev tau nce me ntsis lub lim tiam dhau los. Tus nqi nruab nrab ntawm cov hlau seem saum 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 heev, nrog rau Rotterdam + 4.67% hli-rau-hli thiab Qaib Cov Txwv + 3.78% hli-rau-hli. Cov nqi hlau seem hauv Tebchaws Meskas yog + 5.49% hli-rau-hli. Nrog rau kev siv maj mam ntawm cov cai macro zoo, kev ua kom zoo dua ntawm cov cai tiv thaiv thiab tswj kev sib kis hauv zos, thiab kev khaws cia hlau seem rau lub caij ntuj no hauv qee lub tuam txhab, qee qhov kev txhawb nqa tau tsim rau cov nqi hlau seem. Xav tias lub lim tiam no, cov nqi hlau seem yuav muaj zog hauv qhov ntau nqaim.
tus nqi hlau
Tus nqi lag luam hlau tau nce me ntsis lub lim tiam dhau los. Raws li cov ntaub ntawv ntawm Tuam Tshoj Hlau thiab Hlau Association, tus nqi nruab nrab ib tuj ntawm hlau rau yim hom hlau loj yog 4332 yuan, + 0.83% hli-rau-hli thiab -17.52% xyoo-rau-xyoo. Los ntawm qhov pom ntawm cov khoom hlau, tshwj tsis yog cov kav dej seamless, uas yog -0.4% 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 qhov xwm txheej tsis muaj zog thiab kev thov ntawm lub lim tiam dhau los. Qhov kev ua haujlwm ntawm cov cub tawg tau nce me ntsis, qhov nruab nrab txhua hnub ntawm cov hlau molten txo qis me ntsis, thiab cov khoom tsim tawm ntawm cov khoom hlau tau nce me ntsis. Ntawm sab kev thov, nyob rau hauv qhov kev txhawb nqa sab nraud zoo, kev ua ub no ntawm kev xav tau kev lag luam tau nce ntau heev, thaum kev siv cov khoom hlau tseem qeeb thaum lub caij ntuj no tob zuj zus. Txhawb nqa los ntawm cov yam xws li cov nqi raw thiab roj ruaj khov, cov khoom lag luam qis, thiab kev cia siab ntawm kev txiav ntau lawm ze rau Lub Caij Nplooj Ntoos Hlav, qhov kev poob qis ntawm cov nqi hlau tsis muaj zog. Nws xav tias cov nqi hlau yuav txuas ntxiv hloov pauv lub lim tiam no. (Ruixiang Steel Research Institute)
Lub sijhawm tshaj tawm: Lub Kaum Ob Hlis-13-2022