Nov yog cov ntsiab lus:
1. Macro
Kev tsim khoom thiab kev xav tau tsis muaj zog thaum Lub Kaum Hli, nrog rau cov khoom siv hluav taws xob tseem nruj thiab cov nqi rau qee cov khoom siv raw tau nce siab.Kev vam meej vaj tsev kawm ntawv qib siab yog nyob rau sab qis, kev nqis peev hauv vaj tse yuav tsum tau ua kom muaj zog, kev tsim kho kev lag luam tag nrho kev nthuav dav qeeb.Tam sim no, kev lag luam steel tau hloov pauv los ntawm kev txo qis rau ob-tswj ntawm lub peev xwm thiab cov khoom tsim tawm hauv theem tshiab, thiab qhov qis dua qhov kev ua tau zoo ib puag ncig, qhov kev faib ua feem ntau ntawm staggered ntau lawm hauv lub caij cua sov.Lub xeev tau tshawb xyuas thiab ua phem rau kev ua txhaum cai thiab tsis raug cai hauv kev lag luam thee, thiab qhov xwm txheej ntawm cov khoom siv hluav taws xob thiab kev thov tau zoo dua.
Qhov xwm txheej ntawm txhua yam khoom siv raw
1. Hlau Hlau
Cov nqi hlau ore txuas ntxiv poob, uas tau tsav los ntawm qhov sib txawv ntawm cov khoom siv thiab kev thov thiab cov nqi dub tsis ntev los no.Peb qhov tseem ceeb ntawm kev ua tau zoo, pellet ore muaj zog dua li cov pob zeb, muaj zog dua cov hmoov ore, 65 feem pua ntawm cov nqi pellet tau mus txog peb lub xyoos siab nyob rau sab nraum qab ntawm Cov Khoom Siv thiab xav tau cov hauv paus.Tuam Tshoj 45 chaw nres nkoj cov khoom lag luam txuas ntxiv mus ua txhaum cov ntaub ntawv tshiab.Qhov chaw nruab nrab ntawm cov chaw nres nkoj tuaj txog thiab txo qhov chaw nres nkoj tau tawm hauv chav rau tsub zuj zuj ntawm cov chaw nres nkoj.Tus nqi ntawm cov hlau ore tau txuas ntxiv poob rau hauv kev sib piv nrog cov chaw nres nkoj cov khoom lag luam nyob rau tib theem hauv keeb kwm, qhov muaj peev xwm tso tawm kev pheej hmoo.
(2) Coal Coke
(3) khib nyiab
Los ntawm qhov pom ntawm qhov sib txawv ntawm qhov sib txawv, tus nqi ntawm cov khoom seem tseem qis dua tus nqi ntawm Molten Iron;los ntawm qhov pom ntawm cov ntsia hlau seem sib txawv thiab phaj seem sib txawv, cov txiaj ntsig tam sim no ntawm steel mills yog OK, tseem xav tau cov khoom seem.Tab sis nyob rau hauv lub neej yav tom ntej, lub hwj chim txwv ntawm steel mills tseem muaj zog, qhov kev thov rau cov seem steel tseem tsis muaj zog, thaum cov khib nyiab thiab kev lag luam raug cuam tshuam, tag nrho cov lag luam yog nyob rau hauv ib tug tsis muaj zog qauv ntawm ob qho tib si mov thiab kev thov.Raws li kev ua haujlwm tsis muaj zog ntawm cov khoom muaj feem cuam tshuam, cov nqi lag luam seem yuav tsum tsis muaj zog nyob rau lub lim tiam no.
(4) pob
Kev cuam tshuam los ntawm kev ua lag luam yav tom ntej, lub lim tiam no tus nqi billet poob rau hauv resonance.Tam sim no billet nqi siab, nrog rau tus nqi ntawm ib tug ntse poob, poob qis dua tus nqi ntawm steel zeb kab, billet raug yuam kom ua raws li tus nqi insured.Los ntawm qhov kev xav ntawm kev cia siab, Kev Tiv Thaiv Ib puag ncig hauv thaj tsam Tangshan tau nruj, thiab kev xa khoom ntawm steel billets tau raug txo dua, thaum cov kev lag luam hauv qab steel dov xav tias yuav rov pib tsim khoom hauv lub sijhawm luv.Txawm li cas los xij, los ntawm qhov xwm txheej tam sim no ntawm cov txiaj ntsig qis ntawm cov hlau dov thiab kev lag luam cuam tshuam, kev txaus siab rau kev rov ua dua tshiab yuav raug txo kom tsawg, yog tias tsis muaj qhov xwm txheej tshwj xeeb, billet Hoobkas nqi dua los txo qhov muaj peev xwm me me, tus nqi ntawm qib 4900. .Nyob rau hauv tam sim no tus nqi tsub nqi, downstream xav tsis muaj zog lub xeev, ib zaug ib tug rebound lub sij hawm, billet nqi yuav teb sai sai, tsom rau txoj cai thiab downstream resumption ntawm ntau lawm, turnover.
Qhov xwm txheej ntawm ntau yam khoom siv hlau
(1) kev tsim kho steel
Tam sim no, kev ua lag luam tag nrho yog nyob rau hauv ob-tsis muaj zog qauv ntawm kev muab khoom thiab kev thov.Kev noj haus tau poob qis los ntawm tib lub sijhawm xyoo tas los thiab qhov kev rov qab los tsis ntev los no tsawg dua li qhov xav tau.Txawm li cas los xij, tus nqi ntawm rebar tau poob mus rau ze tus nqi, thiab ua ntej tus nqi ntawm cov hlau ua haujlwm tsis tau pom tias muaj kev poob qis, cov nqi yuav muab qee qhov kev txhawb nqa rau cov nqi.Cov nqi hauv tsev tau cia siab tias yuav tsis muaj zog nyob rau lub lim tiam no.
(2) daim hlau nruab nrab thiab hnyav
Saib rov qab rau hauv kev lag luam phaj hauv lub lim tiam dhau los, tag nrho qhov xwm txheej tseem pheej poob qis, nyob rau lub sijhawm luv, qhov kev txhawj xeeb tseem ceeb yog cov hauv qab no: cov khoom siv-sab, lub lim tiam dhau los lub teb chaws cov khoom lag luam tau rov zoo dua, tab sis cov hlau mills tam sim no. nyob rau hauv kev kho yog tseem loj, lub sij hawm luv luv rov qab yog tsawg dua, xav tias nyob rau hauv nruab nrab lub Kaum Ib Hlis cov khoom yuav tsum tau kho zoo;kev sib txuas ntawm kev sib txuas, pom kev poob sai, kev txiav txim steel los xyuas kom meej tias lub caij nplooj zeeg muaj zog dua.Los ntawm cov khoom muag pom, cov txiaj ntsig ntawm kev txo qis kev tsim khoom thiab kev cia khoom yog qhov pom tseeb heev, qee qhov peev txheej hauv cheeb tsam tau tsawg;ntawm qhov kev thov sab, qhov kev hloov kho tus nqi tsis ntev los no tau nrawm dhau, inhibiting qee qhov kev yuav khoom ntawm lub davhlau ya nyob twg, yog tias lub lim tiam no lub disk nres poob kho, kev lag luam yuav tsum txhim kho.Kev sib koom ua ke kev cia siab, lub lim tiam no, hauv qab ntawm lub phaj nqi poob siab, muaj chav me me rau kev rov qab los.
(3) Txias thiab Kub Rolling
Los ntawm qhov kev xav ntawm kev muab khoom, muaj kev xav rov pib dua ntawm cov hlau ntau lawm yav tom ntej, kev tsim khoom tau pom tias muaj qhov sib txawv ntawm qhov pom tseeb, tshwj xeeb tshaj yog cov khoom siv txias-dov Muaj peev xwm siv tau nce 6.62% lub hli-rau-hli;
Los ntawm qhov kev xav ntawm kev xav tau, ntawm ib sab, feem ntau steel mills hais tias tau txais kev txiav txim muaj qee qhov siab, tshwj xeeb tshaj yog los ntawm qhov kawg.Los ntawm cov lus tawm tswv yim los ntawm kev ua lag luam, vim qhov kev txiav txim siab tus nqi ntawm cov tub lag luam, cov peev txheej kev zom zaub mov tau qeeb zuj zus piv rau qib ib txwm muaj, lub siab ntawm cov peev nyiaj tau nce siab, yog li txawm tias Social Treasury nyob rau hauv lub xeev ntawm destocking, lub siab ntawm lub Hoobkas Treasury tau nce mus rau ib qho twg.Ntawm qhov tod tes, kev yuav khoom txaus siab ntawm kev ua lag luam nyob rau lub sijhawm tsis ntev los no feem ntau ua tau, tshwj xeeb tshaj yog tom qab tus nqi tau nqis, thiab kev ua lag luam tos-thiab-pom kev xav tau muaj zog, kub thiab txias rolling turnover Chow nplhaib pom qhov poob qis hauv lub qhov teeb meem (- 4.8%, -5.2%) mov thiab thov siab nce.
Los ntawm qhov kev xav ntawm kev ua lag luam kev xav, nyob rau hauv cov ntsiab lus ntawm kev poob qis hauv ib puag ncig, cov neeg lag luam txaus siab txiav cov nqi mus rau lub tsev khaws khoom, tab sis kuj cia siab tias yuav txo qis tus nqi sib hais ntawm steel mills rau qee yam, kom yooj yim. lub siab ntawm lawv tus kheej cov nqi.
Nyob rau hauv tag nrho, lub sij hawm luv luv feem ntau yog los ntawm kev puas siab puas ntsws hloov pauv ntawm kev ua lag luam pessimism, thiab nyob rau hauv lub ntsej muag ntawm cov khoom siv thiab kev xav tau ntawm lub siab me me yuav tsum tau mus txuas ntxiv rau lub lim tiam no, cov khoom txias-dov cov nqi ua haujlwm tsis muaj zog.
(4) stainless hlau
Txij li thaum lub Cuaj Hli, vim muaj kev txhawb zog ntawm kev tswj hwm ob lub zog, kev tsim cov hlau tsis muaj zog nyob rau hauv siab, ntxiv qee cov khoom siv raw cov nqi tau nce, tus nqi ntxiv nce raws li tus nqi nce yoj.Nrog rau kev so ntawm lub zog rationing thaum lub Kaum Ib Hlis, cov khoom ntawm steel mills yuav nce, tab sis tam sim no downstream qhov xav tau tsis muaj zog, lub lim tiam dhau los 300 series ntawm kev sib raug zoo cov khoom lag luam tau ua ib qho kev cuam tshuam, lub lim tiam no 304 qhov chaw nqi volatility yuav tsum khiav tsis muaj zog. .
Post lub sij hawm: Nov-02-2021