Munguva pfupi yadarika, nekuitwa zvishoma nezvishoma kweakanaka macro policy, kuvimba kwemusika kwakawedzera zvinobudirira, uye mitengo yenzvimbo dzevatema iri kuramba ichikwira. Mutengo wenzvimbo yesimbi inotengeswa kunze kwenyika yakakwira kutsva mumwedzi mina yapfuura, mutengo wekoki wakakwira katatu munguva pfupi, uye simbi yakarashika inoramba yakasimba. Kubuda kwezvigadzirwa zvesimbi kwakawedzera zvishoma, kudiwa mu-off-season zvishoma nezvishoma kwakaderera, uye kupa uye kudiwa kwakaramba kusina simba. Mitengo yakasimba yemafuta nemafuta, yakawedzera kugadzirwa yakacheka tarisiro padyo neMutambo weChirimo, uye nhanho dzakaderera dzezvinhu zvave zvinhu zvikuru zvinotsigira mitengo yesimbi mukushandiswa kwemwaka usiri-mwaka.
kunze uye kutumira kunze kwenyika
Kubva munaNdira kusvika munaNovember, iyo yakawedzera kupinza kwesimbi ore uye kutarisisa kwayo yaive 1.016 bhiriyoni matani, gore-pa-gore -2.1%, iyo inotengeswa kunze kwenyika munaNovember yaive 98.846 miriyoni matani, mwedzi-pa-mwedzi + 4.1%, uye gore negore -5.8%. Kutengeswa kunze kwenyika kwezvigadzirwa zvesimbi kwaiva 61.948 mamiriyoni emamiriyoni, + 0.4% gore negore, izvo zvakashanduka kubva pakuderera kusvika pakuwedzera kwekutanga kwegore rose. Pakati pavo, kunze kwenyika munaNovember kwaiva 5.590 mamiriyoni emamiriyoni, + 7.8% mwedzi-pa-mwedzi uye + 28.2% gore negore. Kuwedzerwa kwekutengeswa kwezvigadzirwa zvesimbi kwaiva 9.867 mamiriyoni ematoni, ayo aiva -25.6% gore negore, ayo matani 752,000 akatengeswa munaNovember, iyo yaiva -2.6% mwedzi-pa-mwedzi uye -47.2% gore negore. . Muna Mbudzi, kukura kwehupfumi hwenyika kwakaramba kuchidzikira, indasitiri yekugadzira yaive nehusimbe, uye kudiwa kwezvigadzirwa zvesimbi uye mhiri kwemakungwa simbi yakaramba isina simba. Zvinotarisirwa kuti vhoriyamu yenyika yangu inotengeswa kunze kwenyika ichachinja zvishoma muna Zvita, uye huwandu hwekunze huchafamba padanho rakaderera. Panguva imwe cheteyo, kuwanda kwesimbi kwesimbi munyika kucharamba kusingabviri, uye hupfumi hwenyika yangu hunobva hwachinja-chinja zvishoma.
Kugadzirwa kwesimbi
Mukupera kwaNovember, CISA's key statistics paavhareji zuva nezuva kubuda kwesimbi nesimbi mabhizimisi aiva mamiriyoni 2.0285 matani crude simbi, + 1.32% kubva mwedzi wapfuura; 1.8608 mamiriyoni ematani enguruve iron, + 2.62% kubva pamwedzi wapfuura; 2.0656 mamiriyoni ematani ezvigadzirwa zvesimbi, + 4.86% kubva pamwedzi wapfuura + 2.0%). Zvinoenderana nekugadzirwa kwekufungidzira kweakakosha manhamba simbi uye simbi mabhizinesi, avhareji yenyika zuva nezuva kubuda mukupera kwaNovember yaive 2.7344 miriyoni matani esimbi isina kuchena, + 0.60% mwedzi-on-mwedzi; 2.3702 mamiriyoni ematani enguruve iron, + 1.35% mwedzi-pa-mwedzi; 3.6118 mamiriyoni ematani esimbi, + 1.62% mwedzi-pa-mwedzi.
Transactions uye Inventory
Vhiki rapfuura (vhiki rechipiri raDecember, kubva muna Zvita 5 kusvika 9, zvakafanana pazasi) iko optimization uye kugadziriswa kwegwaro rekudzivirira denda rine kumwe kukwidziridzwa kumusika, kutyaira kudiki kwekuwedzera kwesimbi kudiwa, asi zvakaoma shandura kuderera kwemusika kwese, mwaka-off-season Maitiro acho achiri pachena, uye kudiwa kwesimbi yenyika kunoramba kuri pasi. Mafungiro ekufungidzira mumusika wesimbi wenguva pfupi akadziya, uye huwandu hwekutengesa hwezvigadzirwa zvesimbi mumusika wenzvimbo huchiri hunyoro. Ivhareji yevhiki nevhiki yekutengeserana kwezuva nezuva yezvigadzirwa zvesimbi yekuvaka yaiva 629,000 matani, + 10.23% mwedzi-pa-mwedzi uye -19.93% gore negore. Steel social inventory uye simbi mill inventory yakawedzera zvishoma. Iyo yakazara yemagariro uye simbi mill inventory yemhando shanu huru dzesimbi yaive 8.5704 miriyoni matani uye 4.3098 miriyoni matani, zvichiteerana, + 0.58% uye + 0.29% mwedzi-pa-mwedzi, uye -10.98% uye -7.84% gore-on- gore. Zvinotarisirwa kuti vhiki ino, kutengesa kwekutengesa kwezvigadzirwa zvesimbi kuchachinja zvishoma.
Mitengo yemafuta emafuta
Coke, avhareji yekare-yefekitari mutengo wekutanga-giredhi metallurgical coke svondo rapfuura yaive 2748.2 yuan patani, + 3.26% mwedzi-pa-mwedzi uye + 2.93% gore-pagore. Nguva pfupi yadarika, denderedzwa rechitatu rekukwira kwemutengo wecoke rasvika. Nekuda kwekukwira pamwe chete kwemutengo wekubikisa marasha, purofiti yemabhizinesi ekukoka ichiri mutete. Nhamba yecoke yezvigayo zvesimbi yakaderera. Tichifunga nezvekudiwa kwekuchengetwa kwechando uye kuzadzazve, mutengo wezvigadzirwa zvesimbi zvakanyanyisa wakakwira zvishoma nezvishoma. Kune simbi yesimbi, iyo yemberi CIF mutengo we62% yakatengwa kunze kwenyika yakanaka ore svondo rapfuura yaive US$112.11 patani, + 5.23% mwedzi-pa-mwedzi, + 7.14% gore negore, uye mutengo wepakati pevhiki waiva + 7.4% mwedzi-pa-mwedzi. Vhiki rapfuura, iyo port iron ore inventory uye blast furnace inoshanda mwero wakawedzera zvishoma, nepo avhareji yemazuva ese yakanyungudutswa kugadzirwa kwesimbi yakadonha zvishoma. Kuwanikwa kwese uye kudiwa kwesimbi kwakaramba kwakasununguka. Zvinotarisirwa kuti svondo rino, mitengo yesimbi ichachinja-chinja padanho repamusoro. Pasimbi dzakaraswa, mitengo yesimbi yepamba yakakwira zvishoma svondo rapfuura. Mutengo wepakati wesimbi yakarashika pamusoro pe6mm mumaguta makumi mana nemashanu yaiva 2569.8 yuan patani, iyo yaiva + 2.20% mwedzi-pa-mwedzi uye -14.08% gore negore. Munyika yose, mitengo yesimbi yakarashika muEurope yakasimuka zvakanyanya, neRotterdam + 4.67% mwedzi-pa-mwedzi uye Turkey + 3.78% mwedzi-pa-mwedzi. US simbi yakarashika mitengo yaiva + 5.49% mwedzi-on-mwedzi. Nekuitwa zvishoma nezvishoma kweanofarirwa macro policy, kuenderera mberi kwekugadzirisa kwedenda renzvimbo yekudzivirira nekudzora marongero, uye kuchengetwa kwechando kwesimbi yakaraswa mune mamwe mabhizinesi, kumwe kutsigirwa kwakagadzirwa kwemitengo yesimbi. Zvinotarisirwa kuti svondo rino, mitengo yesimbi yakarashika ichasimbisa mukati mechikamu chakamanikana.
mutengo wesimbi
Mitengo yemusika wesimbi yakakwira zvishoma svondo rapfuura. Maererano nehuwandu hweChina Iron and Steel Association, mutengo wepakati patani yesimbi yemhando sere huru dzesimbi ndeye 4332 yuan, + 0.83% mwedzi-pa-mwedzi uye -17.52% gore negore. Kubva pakuona kwezvigadzirwa zvesimbi, kunze kwepombi dzisina musono, dzaive -0.4% mwedzi-pa-mwedzi, mamwe marudzi makuru ose akasimuka zvishoma, mukati me2%.
Vhiki rapfuura, musika wesimbi waiwanzoenderera mberi nekusasimba kwekupa uye kudiwa mamiriro esvondo rapfuura. Chiyero chekushanda chekuputika kwefurnaces chakawedzera zvishoma, chiyero chezuva nezuva chekubuda kwesimbi yakanyungudutswa chakaderera zvishoma, uye kubuda kwezvigadzirwa zvesimbi kwakawedzera zvishoma. Kudivi rekuda, pasi pekuwedzera kwakanaka kwekunze, chiitiko chemusika chekufungidzira chinodiwa chakawedzera zvakanyanya, nepo kushandiswa kwenzvimbo kwezvigadzirwa zvesimbi kunoramba kwakapusa sezvo chando chinowedzera. Zvichitsigirwa nezvinhu zvakaita semitengo yakadzikama uye yemafuta edzimotokari, yakaderera mazinga, uye tarisiro yakawedzera yekucheka kwekugadzira pedyo neMutambo weChirimo, kudonha kwakanyanya kwemitengo yesimbi kunoshaya simba. Zvinotarisirwa kuti mitengo yesimbi icharamba ichichinja svondo rino. (Ruixiang Steel Research Institute)
Nguva yekutumira: Zvita-13-2022