Kutshanje, iintlobo zekamva elimnyama zingenise ukunyuka ngokubanzi, kubandakanywa amaxabiso exesha elizayo lentsimbi yentsimbi yinto ebalaseleyo.NgoFebruwari 20 imini evaliweyo, isivumelwano sentsimbi yentsimbi engundoqo kwi-917 yuan / ton, imini phezulu 3.21%.
Kuyaqondwa ukuba ukususela ngoFebruwari 14, amaxabiso e-iron ore kwixesha elizayo ukusuka kwi-835 yuan / ton aphakama yonke indlela kwaye aphule uphawu lwe-yuan ye-900, iintsuku ze-6 zokurhweba phezulu ngaphezu kwe-8%, ukuphakama okutsha ngaphezu kweenyanga ezili-9.
UQiu Yihong, umhlalutyi weHaitong Futures, waxelela i<em>China Times oku: “Intsimbi ekrwada yayingoyena mdlali ubalaseleyo kwindibano yaphakathi kuFebruwari, kwaye ibe nguye kuphela kudidi lwabantsundu owabetha inqanaba elitsha ngoJanuwari 30. Isizathu sokuba Lo mjikelo wekamva ufikelele kwinqanaba eliphezulu alipheleli nje ekukhuliseni imfuno yokubuyisela kwakhona phantsi kwemvelaphi yokukhula okuzinzileyo, kodwa ukwanxulumene nokunyuka kwexabiso lexesha elizayo lentsimbi.
EyoMdumba 21 15 o 'clock, intsimbi ore main contract ukuvala 919 yuan/ton.Umhlalutyi we-China Steel Futures u-Zhao Yi ukholelwa ukuba ixesha langoku liye langena kwixesha le-falsification yemfuno, enokuthi ihlale kude kube phakathi nasekupheleni kuka-Epreli, nokuba imfuno inokuhlangabezana nokulindelweyo, okanye igqithise okulindelekileyo, ayikaziwa.
Amashishini entsimbi asebenza ngamaxabiso aphezulu
I-HSBC iphakamise uqikelelo lwayo lwemveliso yasekhaya yaseTshayina (GDP) kulo nyaka ukuya kwi-5.6 yeepesenti ukusuka kwi-5 ekhulwini, i-Hong Kong Economic Times yabika ngoFebruwari 17, yathi i-China iphinda ivule ngokukhawuleza kunokuba kulindelwe kwaye imfuno ye-pent-up yeenkonzo kunye nempahla iya kukhokelela. ekuchacheni.Olona bhubhani lubi luphelile kwaye aluzukuba ngumtsalane ekusebenzeni kwezoqoqosho kwikota yokuqala, ngelixa ukusetyenziswa kunye nokonga okugqithileyo kunokubonelela ukomelela okongeziweyo ukukhawulezisa ukuchacha kunye nokwenza uqoqosho luhambe ngendlela, utshilo ingxelo yeHSBC.
I-China, okwangoku, kulindeleke ukuba ikhule ngeepesenti ze-5.7 kulo nyaka, okwenza ukuba ibe yinjini ephambili yokukhula kwehlabathi, ngokutsho kwe-KPMG.Ngokutsho kwe-National Bureau of Statistics, i-PMI yokuvelisa yase-China ngoJanuwari 2023 yayiyi-50.1%, inyuke ngepesenti ye-3.1 ukusuka ngoDisemba 2022. I-PMI engayenziyo yayiyi-54.4%, inyuke ngepesenti ze-12.8 ukusuka ngoDisemba 2022. Abangaphakathi kwishishini bathi ngokusebenzisa izibalo idatha ye-bureau, uqoqosho luyachacha ngamandla.
“Eyona ngqiqo iphambili echaphazela inkqubo yabantsundu kwixesha elizayo elingekude kukuqalisa kwemfuno esezantsi.Ngokophando lweziko lesithathu, ukusukela nge-14 kaFebruwari 2023, amashishini okwakha kuzwelonke aqalise ukuqalisa ukusebenza nge-76.5%, ukonyuka kwenyanga nenyanga ngepesenti ezingama-38.1.Umhlalutyi wexesha elizayo waseTshayina uZhao Yi uxelele intatheli yaseTshayina.
Ngokutsho kwedatha, ukususela ngoFebruwari 10 ukuya kuFebruwari 17, izinga lokusebenza kweentsimbi ze-247 zelizwe laliyi-79.54%, inyuka nge-1.12% ngeveki kunye ne-9.96% ngonyaka.Izinga lokusetyenziswa kwe-ironmaking ye-blast furnace yayingama-85.75%, enyuke nge-0.82% xa kuthelekiswa nenyanga edlulileyo kunye ne-10.31% xa kuthelekiswa nonyaka odlulileyo.Izinga lenzuzo yensimbi yensimbi yayiyi-35.93%, phantsi kwe-2.60% ukusuka kwinyanga edlulileyo kunye ne-45.02% ukusuka kunyaka odlulileyo.Umyinge wemveliso yemihla ngemihla yentsimbi etyhidiweyo yayiyi-2,308,100 yeetoni, ukwanda kweetoni ezingama-21,500 ngekota kunye ne-278,800 yeetoni unyaka nonyaka.Umndilili wemveliso yentsimbi enyibilikisiweyo yemihla ngemihla iye yachacha kangangeeveki ezintandathu ezilandelelanayo, inyuke nge-4.54% ukususela ekuqaleni konyaka.Umthamo wentengiselwano yelizwe lonke wentengiselwano yezixhobo zokwakha nawo ufunyenwe ukusuka kwiitoni ezingama-96 900 ngoFebruwari 10 ukusa kwiitoni ezingama-20 100 ngoFebruwari 20.
Ngokutsho kukaZhao Yi, kule datha ingasentla, xa kuthelekiswa neeveki ezimbini zokuqala emva koMnyhadala weNtwasahlobo, izinga lokuqalisa ishishini kumashishini asezantsi emva koMnyhadala weLantern ngomhla we-15 wenyanga yokuqala yenyanga landa kakhulu.Imfuno yaqalisa ukunyusa icandelo labantsundu, ikhokelele ukuba amaxabiso exesha elizayo entsimbi anyukele phezulu.
Nangona kunjalo, abanye abangaphakathi bathi nangona ixabiso lesivumelwano esiphambili se-iron ore liqhubeka likhula kulo nyaka, ukusebenza ngokubanzi kwexabiso layo kunye nokunyuka kusenamandla kune-Platts index, i-SGX kunye nexabiso lendawo ye-port, ebonisa ukuba ukusebenza kwexabiso. Imarike yekamva laseTshayina isazinzile xa ithelekiswa nexabiso langaphandle.Ngelo xesha, ixesha elizayo lentsimbi yasekhaya lithatha inkqubo yokuhanjiswa ngokomzimba, kwaye amanyathelo okulawula umngcipheko angqongqo.Imarike ihamba kakuhle kwaye inocwangco.Kwiimeko ezininzi, ixabiso lexesha elizayo kunye nokunyuka kuphantsi kunesalathiso se-Platts kunye ne-derivatives yangaphandle.
I-ore ore skyrocketing, i-Dalian Exchange isandul 'ukukhupha isaziso sesilumkiso somngcipheko wemarike: kutshanje, impembelelo yokusebenza kwemarike yezinto ezingaqinisekanga ngakumbi, intsimbi yentsimbi kunye nezinye iintlobo zokuguquguquka kwexabiso;Onke amaqumrhu emarike ayamenywa ukuba athathe inxaxheba ngokusengqiqweni nangokuthobela, athintele kwaye alawule imingcipheko, kwaye aqinisekise ukusebenza kakuhle kwemarike.Utshintshiselwano luya kuqhubeka ukomeleza ukubeka iliso kwimihla ngemihla, ukuphanda nzulu kwaye ukohlwaya zonke iintlobo zokwaphulwa, kunye nokugcina ulungelelwaniso lwemarike.
Ngokunyuka kwamaxabiso entsimbi ekrwada, ngaba kunokwenzeka ukuba kubekho ukuxhonywa ngokugqithisileyo koluhlu lwempahla yentsimbi kumazibuko?Injani imeko yokuthunyelwa kwentsimbi kumazibuko?Ukuphendula, u-Qiu Yihong uxelele I-China Times ukuba uluhlu lwe-iron ore ePort 45 lunyuke lwaya kutsho kwi-141,107,200 yeetoni ekupheleni kweveki ephelileyo, ukwanda kweetoni eziyi-1,004,400 ngeveki kunye nokuncipha kweetoni ezingama-19,233,300 ngonyaka- unyaka.Inani leentsuku phantsi kwechweba laqhubeka libuthathaka, liye lawela kwinqanaba eliphantsi kakhulu kwixesha elifanayo.Ngokumalunga neentlobo zezimbiwa, isitokhwe sentsimbi ekrwada ecolekileyo ngokusisiseko singaphantsi komndilili wexesha elifanayo.Kwiveki ephelileyo, isitokhwe selump ore kunye ne-pellet ore yenyuka ngokucacileyo.Isitokhwe se-lump ore kunye ne-pellet ore yayikwizinga eliphezulu lexesha elifanayo, kwaye i-stock concentrate powder yayizinzile kwinqanaba eliphezulu lexesha elifanayo.
Ngokwembono yomthombo, ukonyuka okuphambili kwiveki ephelileyo kubangelwe yi-Australia kunye neBrazil, ukuza kuthi ga ngoku kulo nyaka eyona ndlela icacileyo yokunyuka kwe-oscillation, kodwa kusekho umsantsa omkhulu xa kuthelekiswa nonyaka ophelileyo, kwiveki ephelileyo umgodi wase-Australia naseBrazil. i-inventory esisiseko yokusebenza ezinzileyo, umgodi wase-Australia usekwinqanaba eliphantsi lexesha elifanayo, uxinzelelo lwe-inventri lulula kakhulu, uluhlu oluphezulu lwe-inventory yaseBrazil lusezinzile kwinqanaba eliphezulu lexesha elifanayo, kodwa kwakhona liphantsi kakhulu kunexesha elifanayo. kunyaka ophelile.” watsho uQiu Yihong.
Ingenile kwixesha lemfuno yobuxoki
Yintoni elandelayo ngamaxabiso entsimbi?'Ngokombono wethu, kukho izinto ezimbini eziphambili eziza kuchaphazela amaxabiso exesha elizayo lentsimbi,' u-Qiu Yihong uxelele i-China Times.'Omnye kukufumana kwakhona imfuno, kwaye enye kulawulo lomgaqo-nkqubo.'Imfuno yentsimbi ekrwada kakhulu isaxhomekeke kuhlengahlengiso lwenzuzo.Ingeniso yenzuzo ye-247 yensimbi yensimbi inyuke iminyaka emihlanu echanekileyo kulo nyaka, iphinda ibuyele kwi-19.91 ipesenti ukuya kwi-peak ye-38.53 yeepesenti, kodwa yawela kwi-35.93 yeepesenti kwiveki ephelileyo.
“Oku kuthelekiswa nomsantsa kwiminyaka edlulileyo usemkhulu kakhulu, kwakhona kubonisa ukuba inkqubo yentsimbi inzuzo recovery isagcwele imiqobo ethile ameva, inkqubo yokubuyisela kunzima ukuba kuzuzwe ngobusuku obunye, kwaye ukusuka intsimbi yokusila evela kumazwe angaphandle mgodi ekhoyo. Iintsuku zemeko ephantsi yembali, inzuzo yentsimbi yokusila ihlala ijikeleza kumda wenzuzo kunye nelahleko, kwaye oku kusachaphazela isingqi sokuzalisa intsimbi, isingqisho sokuzalisa sisacotha.Qiu Yihong uthe.
Idatha ibonisa ukuba ii-247 zentsimbi zangoku zingenisa impahla yentsimbi ye-92.371 yezigidi zeetoni, umlinganiselo wokugcinwa kunye nokusetyenziswa kweentsuku ezingama-32.67, ngelixa ii-64 zentsimbi zithunyelwa ngaphandle kweentsuku ezili-18 kuphela, kwixesha lembali eliphantsi, eliphantsi. impahla yentsimbi ekrwada iye yaba lolona nyuso lukhulu lunokubakho kwimfuno yentsimbi ekrwada emva kokuqaliswa kwemveliso.

UQiu Yihong uthe, ukusuka kwiveki ephelileyo imveliso yentsimbi kunye nedatha ye-inventri inokuqinisekiswa.Kwelinye icala, ukubuyiswa ngokubanzi kwemveliso yenkqubo ende yimiqondiso ecacileyo ngakumbi yesithintelo, ukuveliswa kwe-rebar kwinkqubo ende ngokusisiseko akuzange kunyuke kakhulu, kwaye ukubuyiswa kwemveliso ye-rebar emva koMthendeleko waseNtwasahlobo kunegalelo ngokuqalisa kwakhona imveliso. kwinkqubo emfutshane.Ngakolunye uhlangothi, uxinzelelo oluqokelelweyo lweentsimbi zensimbi lukwinqanaba eliphezulu, ngoko ke ukuzimisela ukuqalisa kwakhona imveliso kwinkqubo ende kuya kuba ngumngeni.Ukongeza, i-scrap isekho kwisaphulelo kwiindleko zentsimbi etyhidiweyo, inzuzo yokusebenza kweendleko ze-scrap iya kuba ngumda othile kwimfuno yentsimbi yentsimbi, ngoko ukubuyiswa kwendawo yemfuno yentsimbi kusalindeleke ukuba phantsi koxinzelelo, olukwangumba ophambili ochaphazela ixabiso lexesha elizayo le-iron ore elizayo.

Idatha ibonise ukuba kwiveki ye-16 kaFebruwari, i-sinters ye-64 ebalwa nguMysteel yayineentsuku ze-18 ezikhoyo, ezingazange zitshintshwe ukusuka kwiveki edlulileyo kunye neentsuku ze-13 zonyaka-unyaka.“Ngexesha elifutshane ukuya kweliphakathi, zombini unikezelo kunye nemfuno yentsimbi ekrwada iyakhula.Icala lonikezelo, isesona siqhelo sokuthunyelwa kwemigodi kwi-off-season, unikezelo oluphantsi lubonisiwe, ikamva linokuthatha.Kwicala lemfuno, umkhwa wokuvelisa kunye nokuqaliswa kwakhona komsebenzi wamashishini asezantsi emva koMthendeleko weNtwasahlobo uhlala ungatshintshi.Olona vavanyo lokwenene lelokuba ubunyani bunokuhlangabezana noko kulindelweyo.”Qiu Yihong uthe.

Kuyaphawuleka ukuba uZhao Yi uxelele iChina Times ukuba uJanuwari yayiyixesha elibuthathaka lemfuno, kodwa intsimbi yentsimbi kunye nezinto ezigqityiweyo zahlala zomelele, ezisemva kokulindela okuqinileyo emva kweholide yoMnyhadala weNtwasahlobo.Okwangoku, ingene kwixesha lemfuno yobuxoki, elinokuhlala kude kube phakathi ukuya ekupheleni kuka-Epreli.Emva kokuphinda kuhlaziywe emva kweholide yokuvelisa kunye nomsebenzi, akukaziwa ukuba imfuno ngo-Matshi no-Aprili inokuhlangabezana okanye idlule ukulindela.

Ukulingana kokulindelweyo kunye nenyaniso iya kuba ngundoqo ekuphembeleleni ikhonkco loshishino lwabantsundu kwixesha elizayo.U-Zhao Yi uthe, kwixabiso lexesha elizayo lentsimbi lifake ulindelo olufudumeleyo, ukuba ufuna ukuqhubeka nokunyuka, kufuneka ukubuyisela ukubuyisela okusemgangathweni ukuqinisekisa;Ngaphandle koko, amaxabiso e-iron ore kwixesha elizayo ajongana noxinzelelo lwangasemva.

“Amaxabiso exesha elizayo entsimbi ekrwada anokuthi anyukele phezulu kwixesha elifutshane.Ukuba ujonga ixesha elide, inzuzo yentsimbi yentsimbi iphantsi, ukuhla kweshishini lepropathi akukatshintshi, ikamva lentsimbi yentsimbi ayinazo iimeko zokuqhubeka nokunyuka kwimeko engaqinisekanga esezantsi.Utshilo uZhao Yi.