Cov ntsiab lus: Saib rov qab rau lub lag luam steel lub lim tiam dhau los, tus nqi ntawm cov hlau tau pom ib qho kev hloov pauv ntawm kev ua haujlwm, feem ntau cov khoom steel ua ntej poob thiab tom qab ntawd rov zoo li ntawm 30-50 cov ntsiab lus;rau cov khoom siv raw thiab cov roj, cov hlau ore duas index nce 6 cov ntsiab lus, thiab cov seem steel nqi ntsuas tau nce los ntawm 51 cov ntsiab lus, Coke Price Index poob 102 cov ntsiab lus.
Saib ua ntej rau lub lim tiam no lub lag luam steel, nws yuav tsum tau ua kom pom qhov tsis muaj zog rov qab los ntawm kev ua haujlwm ntawm qhov xwm txheej, cov laj thawj tseem ceeb: Ua ntej, macro-surface cua sov cua tshuab, ntawm ib sab ntawm Central Bank kom txo qis quasi. -tag nrho ib nrab ntawm qhov feem pua ntawm cov ntsiab lus, tag nrho ntawm kev tso tawm mus ntev txog 1.2 trillion yuan;Ntawm qhov tod tes, nyiaj txiag ntawm vaj tse yog maj mam txo qis, tsis tas li ntawd, US Treasury Secretary Yellen kuj los ntawm US trump los txiav txim tariffs rau Tuam Tshoj ua rau muaj kev cuam tshuam tsis zoo ntawm kev nce nqi ntau dhau, yuav tsum txhim kho kev ntseeg siab;Thib ob, cov khoom lag luam ntawm cov hlau txuas ntxiv poob qis, thiab kev poob qis tau nthuav dav, ntau thiab ntau qhov chaw, qee yam ntawm qhov tshwm sim ntawm qhov tsis muaj qhov tshwj xeeb, qee yam ntawm cov nqi nce;thib peb, los ntawm kev pom, cov khoom tiav ntawm qhov rov qab yuav tsum tsis tas.
Qhov xwm txheej ntawm ntau yam khoom siv raw
1. Hlau Hlau
Lub lim tiam no, nws zoo li tias tom qab kev txhim kho qee qhov chaw nres nkoj ntawm Australia, Australian mines pib ua rau lub xyoo xaus, thiab cov khoom xa khoom hlau hlau tau nce ntxiv, nce mus txog qib siab rau xyoo.Nyob rau tib lub sij hawm, domestic hlau ore tuaj txog rebounded sharply nyob rau theem qis.Ntawm qhov kev thov sab, tangshan tau nruj kev txwv ntau lawm thiab nce qhov kev tshuaj xyuas thiab kho qhov cub tshiab, thiab nws cia siab tias qhov nruab nrab ntawm cov hlau kub txhua hnub yuav poob mus ntxiv rau lub lim tiam no;Cov khoom lag luam nce ntxiv thiab kev thov txo qis, qhov sib txawv ntawm Iron Ore Supply thiab xav tau nthuav dav, thiab qhov loj ntawm cov khoom khaws cia ntawm qhov chaw nres nkoj nce.Yog li ntawd, los ntawm qhov tseem ceeb foundations, lub lim tiam no tus nqi ntawm cov hlau ore fluctuated me ntsis thiab khiav tsis muaj zog.Txawm li cas los xij, vim qhov kev txhim kho tsis ntev los no hauv kev thov rau cov khoom tiav, cov nqi steel ua tau zoo, muab qee qhov kev txhawb nqa rau cov lag luam dub.Yog li ntawd, coj los ua ke, lub lim tiam no hlau ore tus nqi zoo li yuav tsum tau dominated los ntawm dav viav vias.
(2) Coal Coke
(3) khib nyiab
Raws li tus nqi ntawm cov khoom tiav yog qhov ruaj khov, qhov kev txaus siab ntawm steel mills rau kev tsim khoom nce me ntsis, kev siv cov khoom seem ntawm cov hlau qhia tau hais tias kev txhim kho me ntsis, thiab raws li kev xav ntawm kev lag luam nce, qhov tuaj txog ntawm cov khoom seem ntawm steel mills txo qis, thiab cov Tshuag. ntawm cov seem steel los ntawm steel mills nrog cov txheej txheem luv luv poob qis tshwj xeeb, kev hloov kho thiab nce kev ua haujlwm kuj tseem ua haujlwm;Cov txheej txheem ntev yog qhov tsawg ntawm kev noj, ntau cov khoom xa tuaj nyob rau theem pib, cov khoom lag luam muaj ntau, thiab kev tos-thiab-pom tus cwj pwm rau kev hloov kho tus nqi yog qhov muaj zog, thiab vim qhov txuas ntxiv ntawm cov khoom seem-molten. hlau nqi tam sim no, lub impetus rau nce ntawm seem steel yog tsis txaus, profits yuav raug txwv.Cov nqi seem yuav tsum nyob twj ywm hauv qhov nqaim ntawm lub lim tiam tom ntej.
(4) pob
Billet cov txiaj ntsig tau nce ntxiv, kev lag luam kev lag luam lag luam los ntawm "Urgent" mus rau "Ceev".Raws li qhov xwm txheej ntawm cov khoom siv hluav taws xob ruaj khov, nws tsis yooj yim rau kev tso tawm billet xav tau hauv cov khoom siv qis qis los ntawm qhov pom ntawm ntuj tsim, thiab vim muaj cov yam ntxwv xws li kev xa khoom, kev xa mus rau qhov chaw nres nkoj thiab ncaj qha muag, thiab lwm yam.Nyob rau hauv cov xwm txheej no, nyob rau hauv lub sij hawm luv luv, steel billet cov khoom muag los yog tig down (ntshuam Shugang), tab sis cov peev txheej hauv zos yog qhov nyuaj los qhia txog lub pas dej (raws li cov khoom siv hauv paus), kev lag luam kev lag luam hloov pauv ntau coj los ntawm kev hloov pauv ntawm yav tom ntej. kev lag luam kev xav hloov.Kev cia siab rau lub sij hawm luv luv billet nqi txuas ntxiv kom muaj qhov nqaim ntawm kev hloov kho.
Qhov xwm txheej ntawm ntau yam khoom siv hlau
(1) kev tsim kho steel
Lub lim tiam dhau los kev tsim kho steel kev lag luam tseem ceeb txuas ntxiv kho, kev lag luam kev xav tau maj mam ruaj khov.Los ntawm cov ntsiab lus tseem ceeb ntawm kev pom, kev tsim kho cov khoom siv hlau thiab kev xav tau nce ntxiv, kev thov rov qab tau pom tseeb dua, cov khoom muag tau poob qis, yog tias xav tau nyob ze rau lub xeev tam sim no, lub lim tiam no yuav tsum poob qis dua qhov qub. lub sijhawm xyoo tas los.Qhov no yuav tsis muaj kev poob siab yog qhov txiaj ntsig zoo.Kev tsim kho cov nqi hlau yuav txuas ntxiv rov qab rau lub lim tiam no, tab sis maj mam stagnation ntawm kev thov nyob rau sab qaum teb, kev ua tau zoo ntawm kev ua lag luam yav qab teb, cov nqi lag luam hauv cheeb tsam yuav raug faib, tus nqi sib txawv hauv cov txheej txheem kho yuav nthuav dav.
(2) daim hlau nruab nrab thiab hnyav
Saib rov qab rau lub lim tiam dhau los ntawm kev lag luam hauv tsev rau cov phaj nruab nrab thiab hnyav, qhov xwm txheej tag nrho yog thawj zaug thiab tom qab ntawd nqis.Nyob rau hauv lub sij hawm luv luv, lub hom phiaj tseem ceeb yog nyob rau hauv cov nram qab no yam: theem mov, muaj tej yam sib txawv ntawm lub neej yav tom ntej mov qauv nyob rau hauv tam sim no, nyob rau hauv ib tes, rov pib dua ntawm kev tsim khoom yuav tsum muaj nyob rau hauv lub Kaum Ob Hlis, tab sis ntawm qhov tod tes. , Lub caij ntuj no Olympic txwv ntau lawm nyob rau hauv thawj peb lub hlis twg ntawm lub xyoo tom ntej yuav muaj ib tug tej yam kev cuam tshuam rau cov zis ntawm nruab nrab phaj;nyob rau hauv kev sib txuas, tam sim no lub regional tus nqi sib txawv ntawm lub tiaj phaj yog me me, cov peev txheej liquidity tsis zoo, thiab muaj qee qhov chaw rau cov hlau tsis tshua muaj, qhov sib txawv ntawm tus nqi ntawm sab qaum teb mus rau sab hnub tuaj ntawm Tuam Tshoj thiab cov tus nqi lag luam yog kwv yees li 100 Yuan / ton, uas yuav dhau los ua cov peev txheej tseem ceeb mus rau sab qab teb.Nws cia siab tias tus nqi sib txawv ntawm cov hlau tsis tshua muaj hlau thiab cov phaj tiaj yuav qhia txog kev kho yav tom ntej.Ntawm qhov kev xav tau, nyob ze rau lub xyoo xaus, qhov kev thov raws caij nyoog yuav poob, uas yog qhov sib txawv, txawm tias lub sijhawm luv luv lossis los ntawm cov sijhawm hloov pauv ntawm cov nqi hloov pauv, tab sis lub sijhawm ntev, kev thov yuav tsis rov qab los. tseem ceeb.Integrated Forecast, xav tias lub lim tiam no tuab phaj nqi nyob rau hauv ib tug nqaim ntau yam ntawm shocks khiav.
(3) Txias thiab Kub Rolling
Los ntawm cov khoom muag pom, cov txiaj ntsig ntawm cov kub dov zeb tau rov qab pom tseeb nyob rau yav tom ntej, tab sis tag nrho cov khoom tsim tawm tseem txwv tsis pub pom tseeb los ntawm txoj cai, uas ua rau tag nrho kev rov qab nrawm nrawm, yog li ntawd, rau lub sijhawm, tag nrho cov khoom yuav nyob qis rau lub Kaum Ob Hlis;los ntawm Steel Mills'orders tau txais nyob rau lub Kaum Ob Hlis, muaj kev txhim kho tseem ceeb hauv kev txiav txim kub kub thiab qhov sib txawv tau txhim kho;thiab cov kab mob khaub thuas tsis tuaj yeem daws tau zoo vim yog qhov teeb meem ntawm nws pib chips, kev thov los ntawm cov khoom vaj khoom tsev, kev noj qab haus huv, kev tsim khoom hauv tsev ntawm cov khoom siv hauv tsev poob qis, kev lag luam cov khoom muag thiab lwm yam, ua rau cov hlau txiav txim siab qhov sib txawv yog qhov nyuaj. txhim kho.Yog li ntawm qhov sib txawv tom qab, qhov txias system siab yog tseem siab dua qhov cua sov system.Los ntawm kev tawm tswv yim qis qis, qhov kev txiav txim tsis tau qhia txog kev txhim kho tseem ceeb, tab sis nws tus kheej cov khoom muag qis, tsuas yog yuav tsum tau xa cov xwm txheej.Tsis tas li ntawd, qhov kev txiav txim tshiab tau txais txiaj ntsig tuaj yeem ua tau, yog li kev cia siab rau lub caij ntuj no tau nce ntxiv, rau kev xav txog kev noj yuav zoo dua.Raws li Mysteel tus kheej kev tshawb fawb, kev siv nyiaj ntawm cov neeg siv khoom tseem xav tias yuav ruaj khov nyob rau lub Kaum Ob Hlis txij lub Kaum Ib Hlis.Cov lus tawm tswv yim los ntawm qhov qis kawg qhia tau hais tias peev hauv kev tsim kho kev lag luam tseem nruj thiab tsis pom muaj kev cuam tshuam rau qhov kawg ntawm lub xyoo, thaum lwm cov sectors muaj kev cia siab ntxiv rau lub Kaum Ob Hlis kom kaw cov txiaj ntsig lig.Zuag qhia tag nrho: Kev thov ruaj khov ib ntus, cov khoom lag luam nce tsis pom tseeb, kev xa khoom thiab kev thov nthuav tawm qhov sib npaug nruj.Rau tag nrho cov kev lag luam dabtsi yog khoov, lub siab los ntawm hauv qab mus rau kev coj ua, cov khoom muag tam sim no tsis tshua muaj teeb meem, nws yog ib qho nyuaj rau kev tsim kev ntseeg siab nyob rau hauv kev ua lag luam yuav tau txais kev txhawb nqa, tsis xav tias yuav tsum tau soj ntsuam zoo rau lub lim tiam no, rau tus nqi tseem yog ib tug kev hloov kho poob siab.
(4) stainless hlau
Tam sim no, cov khoom siv tseem zoo li qub lossis txawm tias qib siab, tab sis qhov kev thov tsis muaj zog.Feem ntau steel mills tseem tab tom txiav txim rau lub Kaum Ob Hlis.Cov tub lag luam thiab cov khoom lag luam hauv qab tau khiav sib dua thaum kawg ntawm lub xyoo.Qhov muaj peev xwm ntawm qhov kev thov tawg ua ntej lub xyoo yog qhov tsawg dua, 304 tus nqi yuav tsum nyob twj ywm tsis muaj zog thiab tsis muaj zog lub lim tiam no.Tam sim no, feem ntau ntawm qhov tseeb ntawm cov hlau ua rau poob, cov nqi poob rau yav tom ntej kuj raug txwv.
Post lub sij hawm: Dec-07-2021