1. macroscopically, nyob rau hauv lub thib ob ib nrab ntawm lub xyoo, downward siab nyob rau hauv lub domestic kev lag luam nce, kev lag luam kev lag luam pom ib tug tsis muaj zog qauv ntawm ob qho tib si mov thiab kev thov, cov vaj tsev ua lag luam cools down, peev nyob rau hauv infrastructure tsis muaj zog, peev nyob rau hauv kev tsim khoom. sector tseem rov qab los, thiab qhov tshwm sim ntawm cov kab mob sib kis hauv zos tau rub cov khoom noj, marginal qeeb hauv kev loj hlob ntawm kev xa tawm.Tightening ntawm Tsoom Fwv Teb Chaws Reserve liquidity yuav tsum txhawb cov nyiaj muaj zog, ntxiv rau qhov cuam tshuam ntawm kev sib kis, cov roj av thoob ntiaj teb tsis ntev los no, cov nqi hlau hlau poob qis heev.Lub ntsiab lus siab ntawm cov khoom lag luam nce siab yog tam sim no, kev lag luam tau qeeb zuj zus hauv peb lub hlis twg los ntawm peb lub hlis twg, Tuam Tshoj txoj cai macro-txoj cai yuav ntxiv dag zog rau kev tswj hwm kev sib tw.
2.Cov yam ntxwv ntawm cov khoom siv raw (1) hlau ore
Lub lim tiam no, nrog rau cov khoom ntawm cov hlau ore tau nce zuj zus thiab qhov cuam tshuam ntawm kev thov-kev txwv kev tsim khoom txuas ntxiv poob qis, steel mills tseem xav tias yuav muaj chaw seem, cov tub lag luam yuav txuas ntxiv mus ntxiv cov peev txheej, cov qauv ntawm oversupply thiab overdemand nyuaj rau thim rov qab, hlau ore nqi tseem muaj chaw poob ntxiv
Tus nqi Billet lub lim tiam dhau los los ntawm kev ua lag luam yav tom ntej poob qis, tus nqi qis, dov steel ntau lawm, cov khoom lag luam khaws cia ntawm tus nqi tsis txaus siab.Txawm li cas los xij, los ntawm qhov pom ntawm lub sijhawm node, lub ntsej muag yooj yim ntawm qhov kev cia siab ntawm tus nqi nce siab yog muaj zog, lub zog tsav tsheb feem ntau yog nyob rau hauv nqes qis steel dov txuas.Tam sim no, tsuas yog ob peb lub taub hau mills muaj cov khoom lag luam siab ntawm cov khoom tiav, feem ntau ntawm cov khoom tiav yog tawm ntawm cov khoom lag luam thiab tawm ntawm cov lus qhia, thiab qhov kev txiav txim puv rau lub sijhawm tom qab tsim khoom.Raws li tus nqi tam sim no billet-cov ntaub ntawv, cov txiaj ntsig ntawm instant steel dov yog tshaj 150. Rau qee qhov, nws muab qhov chaw ntawm billet nce.Tau kawg, los ntawm cov khoom lag luam pom, qhov qis dua dov zeb Tshuag nyob ze ntawm qhov siab siab hauv lub xyoo, kev rov ua haujlwm ntawm kev tsim khoom yuav tsum tau npaj tag nrho, pib ntawm lub sijhawm luv luv yuav muab qhov tseem ceeb rau kev zom cov khoom cog, billet tus nqi muaj qee qhov tsis kam.Qhov tseem ceeb tshaj, nyob rau lub sij hawm luv luv nqi billet muaj kev nce siab, tab sis qhov nce lossis los ntawm kev tso tawm cov khoom muag tsis kam.
Kev Siv Khoom: Kub Coil kho txuas ntxiv, yog li tsis muaj chaw me me rau kev hloov pauv hauv cov zis, xav kom tswj tau ntawm 3.18-3.21 lab tons / lub lis piam;Kev thov: Downstream los ntawm Mysteel cov txiaj ntsig kev tshawb fawb, cov khoom lag luam txias-dov kev sib raug zoo khaws cia me me qis qis, luv luv rau kev muag khoom txias.Txawm li cas los xij, nyob rau hauv cov ntaub ntawv ntawm tus kheej txias dov mills, tus nqi tuaj tos yog tsawg, thiab cov nyiaj tau los yog compressed ntau pom tseeb, thiab yuav muaj qee qhov kev txo qis hauv lub sijhawm tom qab los txo qhov siab.Hauv lwm qhov kev lag luam, kev tsim kho tshuab kev lag luam cia siab tias yuav xaj kom tuaj txog lub Cuaj Hli, hauv kev lag luam tsheb hnyav, kev ceev ntawm cov khoom noj khoom noj khoom haus tseem nyob rau sab qis, qhov kev txiav txim qhia tau poob qis, thiab lub zog ntawm kev txhawb nqa yog nyob rau sab qis hauv lub sijhawm lig, tsis muaj qhov tsis txaus ntawm engineering xaj, thiab cov tuam txhab lag luam twv tsis pom qhov muag xaj xaj.Qhov laj thawj tseem ceeb yog vim li cas cov nyiaj tau los thiab cov peev txheej tau pom tseeb dua.Yog li ntawd, muaj tsawg chav rau steel qauv noj kom rebound.Nyob rau hauv kev lag luam infrastructure, tam sim no muaj ib lub hlis-rau-hli rebound, tab sis nws tseem yog down piv nrog rau xyoo tas los, rau counter-cyclical industries, kev them nyiaj yug luv luv yuav tsuas qhia, nce qhov chaw yog kuj txwv;nyob rau sab export, steel mills tawm tswv yim, Lub yim hli ntuj kev txiav txim yuav qis tshaj lub Xya hli ntuj, export txiav txim yuav qhia ib tug poob (neeb, Ben, Mei).Txawm li cas los xij, ntawm qhov tam sim no saib, steel mills nyob rau thaum xaus ntawm lub quarter thib peb mus rau lub quarter thib plaub yuav muaj kev txo qis, yog li qhov kev cia siab yuav txo qis lossis maj mam cuam tshuam hauv kev ua lag luam.KHOOM NTAUB NTAWV: Tsis ntev los no steel zeb siab tsis muaj kev cuam tshuam, steel zeb lossis tswj kev hloov pauv ib txwm, lub Hoobkas yuav tswj tau qib ntawm 950-980,000 tons ntawm kev hloov kho cov khoom muag;Kev noj qis ib puag ncig tsuas yog xav tau, kev txiav txim dav dav, tsis muaj nyiaj, tsis muaj txiaj ntsig nqa tawm, yuav muaj kev tsim kho vaj tse thiab kev tsim kho vaj tse, tab sis tam sim no tsis muaj zog yuav tsum tau nce ntxiv.Txhawm rau ua kom tiav, lub lim tiam no kub thiab txias dov cov nqi lossis yuav yog qhov kev poob siab tos-thiab-saib kev ua haujlwm, qhov kawg ntawm cov khoom xa tuaj-taw qhia txog kev ua haujlwm.
9.Stainless hlau
3. Coal Coke
[ntawm coking thee] kev tsim cov thee cia siab tias yuav tuaj yeem qeeb rau lub lim tiam no.Ntawm qhov chaw ntawm kev txwv nruj ntawm kev tsim tawm ntau dhau hauv cov mines thee, nws yog qhov nyuaj kom pom qhov nce loj hauv cov khoom ntawm coking thee.Nyob rau yav tom ntej, nws cia siab tias cov khoom yuav nyob twj ywm nruj;Cov xwm txheej kis mob hauv Mongolia tau rov ua dua, cov tsheb thauj mus los ntawm kev lis kev cai tau txo qis, thiab tseem muaj qhov tsis txaus ntseeg nyob rau theem tom ntej, qhov nce ntawm kev xa khoom yog txwv;Kev qhib cov nroj tsuag cog qoob loo xav tias yuav poob qis me ntsis rau lub lim tiam no, tab sis qhov kev poob qis hauv kev thov yuav tsis ua rau qhov tsis txaus ntawm cov khoom siv rau lub sijhawm, thiab cov khoom lag luam ntawm coking thee los ntawm cov chaw lag luam hauv qab coking thiab steel mills tseem nyob rau qhov kev poob qis. ;cov nqi tseem xav tias yuav nce ntxiv, cov nqi hluav taws xob yuav nyob twj ywm siab rau lub lim tiam no.
[nyob rau hauv cov nqe lus ntawm coke] ntxiv rau nws tus kheej cov khoom thiab kev thov, qhov tseem ceeb tshaj plaws yog vim li cas rau qhov nce ntawm Coke yog tus nqi-tsav;Kev xa khoom thiab kev thov ntawm coke nws tus kheej yog nruj thiab sib npaug, thiab ob qho tib si cov khoom siv thiab kev xav tau yuav tsum poob qis.Kev txo qis hauv kev tsim khoom ntawm qhov khoom kawg vim yog kev tiv thaiv ib puag ncig thiab kev kub siab ntawm coke thee kev yuav khoom txwv tsis pub cov tuam txhab coke los ntawm kev tsim cov khoom lag luam nce ntxiv, cov dej hauv qab Steel Mills tseem tau txuas ntxiv mus pom qhov poob ntawm kev thov hauv cov ntsiab lus ntawm kev txo qis steel hlau, tab sis steel mills. 'cov khoom lag luam kuj tau siv sai heev, thiab lawv tseem nyob hauv lub xeev ntawm destocking yav tom ntej.Tsis tas li ntawd, cov nqi coking thee tau nce siab, thiab cov nqi tau cuam tshuam cov txiaj ntsig ntawm cov lag luam coking, coke yuav txuas ntxiv mus nce kev hloov pauv ntawm cov nqi tsim khoom nyob rau yav tom ntej, hnub no muaj qhov thib rau ntawm coke nce, xav tias yuav yog. muaj peev xwm siv tau sai.
4.qeb
Tam sim no, qhov kev thov rau cov khoom seem steel hauv zos steel mills tseem muaj qhov sib txawv, txawm hais tias cov txiaj ntsig ntawm hluav taws xob arc rauv tau cog lus me ntsis, tab sis qhov kev ua tau zoo tag nrho tseem muaj txiaj ntsig.Tus nqi seem yog me ntsis qis dua tus nqi ntawm cov hlau molten, thiab tus nqi-kev ua tau zoo ntawm cov seem tau txo qis.Tsis tas li ntawd, txawm hais tias cov khoom tiav lawm tau poob rau hnub Friday, thiab kev lag luam rov qab los, tab sis nyob rau hauv lub caij nyoog xa khoom tsis zoo tom qab, tus nqi rov qab los yog txwv, rau cov nqi them nyiaj los yog yuav raug txwv.Xav txog tus nqi ntawm MOLTEN IRON kom txav mus ntxiv, lub lim tiam no xav tias yuav muaj kev cuam tshuam los ntawm cov nqi khoom lag luam hauv tsev.
5.Steel Billet
6.Txhua yam steel siv steel
Los ntawm lub asthiv dhau los cov ntaub ntawv macro thiab vaj tse, qhov kev thov qis qis tseem tsis tau zoo dua, kev xav tau kev xav tau pib tsis tau zoo dua, lossis txawm tias tsis zoo, kev lag luam xav tau hloov kho.Nyob rau lub sijhawm luv luv, hlau ore, thee, kev thov thiab lwm yam yuav koom ua ke cuam tshuam rau tus nqi sib txawv ntawm kev tsim steel, kev ua lag luam tej zaum yuav ua rau me me depots, txuas ntxiv tos rau kev thov rov qab thiab tso tawm cov txheej txheem, kev tsim kho steel nqi lub lim tiam no yuav tsum. los ua ib qho kev tos-thiab-pom kev hloov kho, kev ua haujlwm ntawm qhov nqaim ntawm kev poob siab.
7. Cov phaj nruab nrab
Rov qab rau lub lim tiam dhau los ntawm kev lag luam hauv tsev, tag nrho qhov xwm txheej tseem tsis muaj zog, nyob rau lub sijhawm luv, qhov kev txhawj xeeb tseem ceeb yog cov hauv qab no: cov khoom siv-sab, cov khoom lag luam steel tsis ntev los no tau qis me ntsis, tab sis nrog kev nthuav dav ntawm steel zeb cov txiaj ntsig, qee cov steel mills tau ncua kev npaj kho, thiab yav tom ntej nruab nrab phaj ntau lawm yuav nce me ntsis.Hauv kev ncig, vim yog tus nqi sib tham siab ntawm sab qaum teb steel zeb thiab tus nqi sib txawv ntawm sab qab teb thiab sab qaum teb, qhov kev thov rau kev txiav txim tau poob qis, vim li ntawd, cov khoom lag luam tuaj txog tsis ntev los no tau poob, thiab nce ntxiv. nyob rau hauv kev sib raug zoo pas dej ua ke tau kuj me me, relieving lub siab ntawm accumulated stocks.Ntawm qhov kev thov sab nraud, nrog rau qhov kev hloov pauv sib sib zog nqus ntawm tus nqi ntawm cov phaj nruab nrab, kev xav tau kev xav tau poob qis, qhov nrawm ntawm cov khoom siv qis qis tau qeeb, thiab qee qhov kev thov tau raug txwv, tab sis los ntawm hnub Friday kev ua lag luam teeb meem, tom qab qhov chaw stabilizes. , qhov kev thov nyob rau lub lim tiam no yuav muaj qee qhov kev tso tawm.Integrated Forecast, lub lim tiam no, muab khoom thiab xav tau phaj ob npaug, tus nqi lossis txuas ntxiv ua rau poob siab.
8.Cold thiab Kub Rolling
Txawm li cas los xij, tam sim no, cov khoom lag luam ntawm cov chaw lag luam davhlau ya nyob twg yog nyob rau theem qis, thiab kev saib xyuas tau them rau qhov kev sib tw ntawm kev rov qab los hauv qab.Tsis tas li ntawd, kev suav tam sim ntawm 304 cov txiaj ntsig tau txais txiaj ntsig tau nqaim heev, thiab cov txiaj ntsig tam sim ntawm cov txheej txheem nickel hlau tau nkag mus rau hauv qhov poob, muaj qee qhov kev txhawb nqa ntawm tus nqi;tom qab Aoyama sim txav mus, saib kev ua lag luam kev lag luam, 304 tus nqi yuav tsum khiav lub lim tiam no nyob rau hauv qhov nqaim.
Post lub sij hawm: Aug-26-2021