Niaj hnub no, tus ex Hoobkas nqi ntawm steel mills tau raug tsa thoob plaws lub rooj tsavxwm, nrog dub series cov nqi txuas ntxiv mus. Hlau ore thiab coke tau txais kev txhawb nqa zoo, thiab cov khoom siv raw thiab cov khoom tiav tau nce siab nyob rau hauv ib qho resonant; Macro cov xov xwm zoo tseem raug tshaj tawm, thiab lub rooj sib tham Politburo hauv tebchaws tau tuav, uas tau hais txog kev nce kev hloov pauv ntawm cov cai tswj hwm nyiaj txiag thiab nyiaj txiag, txhawb kev ruaj khov ntawm kev lag luam vaj tsev, thiab kev ua kom rov qab los ntawm kev lag luam los ntawm macroeconomic txoj cai ntsuas. Kev lag luam kev ntseeg siab tau nce, thiab tseem muaj kev cia siab rau kev lag luam yav tom ntej. Nws cia siab tias tus ex Hoobkas nqi ntawm steel mills yuav muaj zog tag kis.
Cov yam ntxwv cuam tshuam rau tus nqi steel:
Steel mills 'cov txiaj ntsig tau rov qab zoo, nrog cov txiaj ntsig tau nce los ntawm 8.65% rau 18.61%
Raws li kev tshawb fawb, lub tshuab hluav taws xob tawg ua haujlwm ntawm 247 steel mills yog 78.23%, tsis hloov los ntawm lub lim tiam dhau los thiab poob los ntawm 5.94% xyoo-rau-xyoo; Kev siv tus nqi ntawm lub tshuab hluav taws xob hluav taws xob hluav taws xob yog 84.45%, qhov nce ntawm 0.39% lub hli nyob rau lub hli thiab qhov txo qis ntawm 8.63% xyoo-rau-xyoo; Cov nyiaj tau los ntawm steel mills yog 18.61%, nce ntawm 8.65% lub hli nyob rau lub hli thiab txo qis ntawm 15.59% xyoo-rau-xyoo; Qhov nruab nrab txhua hnub ntawm cov hlau molten yog 2.2486 lab tons, nce 10300 tons piv rau lub sijhawm dhau los thiab txo qis ntawm 241300 tons piv rau tib lub sijhawm xyoo tas los.
Lub lim tiam no, kev saib xyuas thiab rov pib dua ntawm kev tsim cov tshuab hluav taws xob hauv kev ua lag luam yog qhov zoo ib yam, yog li qhov kev ua haujlwm ntawm lub tshuab hluav taws xob tawg kuj tau nce tsis tu ncua. Tsis ntev los no, cov txiaj ntsig ntawm ntau lub mills steel tau pib txhim kho, thiab steel mills tau maj mam nce lawv cov peev txheej siv los ua kom cov hlau ntau lawm. Txawm li cas los xij, rau kev rov pib ua haujlwm ntxiv, steel mills lawv tus kheej kuj muaj kev txhawj xeeb vim muaj teeb meem kev siv tshuab hluav taws xob. Nyob rau hauv qhov xwm txheej no, qhov nruab nrab nce hnub Sunday no yog 10300 tons rau 2.2486 lab tons, thiab tag nrho cov theem tseem qis. Txoj kev sib tw ntawm steel Hoobkas thiab kev sib raug zoo warehouses tseem tuaj yeem khaws cia, uas kuj yog ib qho ntawm cov laj thawj tseem ceeb txhawb nqa cov nqi steel. Zuag qhia tag nrho, nrog kev nce qib ntawm cov nqi steel tsis ntev los no, steel mills cov txiaj ntsig tau rov qab zoo, uas yog qhov zoo rau cov khoom siv raw. Txawm li cas los xij, cov ntaub ntawv qhia tau hais tias 80% ntawm cov chaw ua haujlwm tseem ua haujlwm poob, qhia tias kev tswj tus kheej ntawm kev lag luam dub tseem xav tau sijhawm.
Hlau ore cov khoom muag ntawm 45 qhov chaw nres nkoj poob los ntawm 2.59 lab tons, txo qis kev lag luam mines
Cov khoom muag ntawm cov hlau ore ntawm Chaw nres nkoj 45 nyob rau lub sijhawm no yog 150.5292 lab tons, txo qis ntawm 2.589 lab tons piv rau lub sijhawm dhau los thiab nce ntawm 36.675 lab tons piv rau xyoo dhau los; Qhov nruab nrab qhov chaw nres nkoj tshem tawm txhua hnub yog 3.263 lab tons, nce ntawm 241000 tons piv rau xyoo dhau los, thiab txo qis ntawm 167000 tons piv rau xyoo dhau los; Muaj 106 lub nkoj hauv chaw nres nkoj, nce 3 piv rau lub sijhawm dhau los thiab nce 16 piv rau xyoo dhau los; Kev lag luam mine cov khoom muag yog 98.6264 lab tons, txo qis ntawm 1.967 lab tons piv rau lub sijhawm dhau los.
Cov ntaub ntawv cov ntaub ntawv ntawm cov hlau ore nyob rau lub sijhawm no tau txhim kho zoo, feem ntau yog vim muaj kev cuam tshuam ntawm steel mills replenishing cov khoom muag ua ntej hnub so. Qhov ntim ntawm qhov chaw nres nkoj tshem tawm ntawm Chaw nres nkoj 45 tau nce ntau, qhia tias steel mills tseem tab tom npaj rau hnub so yuav los tom ntej; Nyob rau hauv cov nqe lus ntawm tag nrho cov ntim, txawm hais tias qhov chaw nres nkoj cov khoom muag tau txo los ntawm ntau tshaj 2.5 lab tons nyob rau hauv lub sij hawm no, tus nqi kiag li tseem yog siab tshaj 150 lab tons, thiab tag nrho cov khoom muag siab yeej ib txwm muaj. Qhov txo qis feem ntau yog los ntawm kev lag luam cov khoom lag luam ntxhia. Tsis ntev los no, ntshuam nqi ntxhia tau cuam tshuam los ntawm macroeconomic haum yam thiab tau nce sai heev. Singapore tus hlau ore sib pauv tau txawm nce mus txog $ 100. Yav dhau los, cov tub lag luam tsis tu ncua pib muag tiaj tus, ua rau muaj kev lag luam ntau ntxiv ntawm ob lub lag luam, thaum kawg ua rau cov khoom lag luam poob qis, uas tseem yog qhov laj thawj tseem ceeb rau qhov tsis ntev los no ntawm cov hlau ore volatility. Txawm li cas los xij, los ntawm kev xav ntawm tag nrho cov khoom muag, cov khoom muag siab yog qhov nyuaj rau kev txo qis, thiab qhov chaw nres nkoj cargo ntim txaus, ib txwm hnyav hnyav ntawm cov hlau ore.
Hnub no tus nqi kub dov: nce 15USD / TON
Lub teb chaws kub dov nqi tau nce los ntawm 15USD / TON. Cov yav tom ntej tseem nce ntxiv, steel mills tseem rov pib tsim khoom, ua ke nrog cov hlau mills ntxiv cov khoom lag luam ua ntej hnub so, cov khoom siv raw tau nce ntxiv, thiab cov khoom siv thiab kev xav tau ntawm cov ntawv hlau txuas ntxiv txhim kho. Macro thiab kev lag luam resonance nce, thiab nws cia siab tias cov nqi kub kub yuav ua haujlwm zoo rau tag kis.
Hnub no tus nqi dov txias: kev ua haujlwm muaj zog
Lub teb chaws txias dov nqi tau nce los ntawm 10USD / TON. Hauv lub sijhawm luv luv, cov nqi lag luam tau nce raws li txoj cai macroeconomic stimulus, tab sis cov tub lag luam feem ntau tau tshaj tawm cov kev lag luam nruab nrab thiab tseem yuav tsum tau ua tib zoo saib xyuas cov kev nqis peev hauv qab. Cia siab tias tus nqi sib sau ua ke tag kis;
Hnub no tus nqi welded yeeb nkab: tag nrho nce
Niaj hnub no, lub teb chaws tus nqi ntawm welded kav tau nce 10USD / TON. Qhov kev thov rau cov khoom lag luam hauv nruab nrab thiab qis qis tau nce sai, thiab kev ua tau zoo ntawm cov khoom lag luam digestion thoob plaws ib hnub tseem siv tau, tab sis qhov tsis txaus ntawm qee qhov tshwj xeeb txuas ntxiv. Cia siab tias yuav nce hauv cov nqi yeeb nkab tag kis.
Tam sim no, "lub zog seem" ntawm macroeconomic cov cai muaj txiaj ntsig tseem muaj, nrog rau kev lag luam Tshuag qhib siab thiab nce siab, thiab cov khoom lag luam nce nrawm, txhua yam ua rau tib neeg zoo siab. Hauv lub sijhawm luv luv, qhov cuam tshuam ntawm macroeconomic txoj cai yuav txuas ntxiv mus. Nyob rau hauv cov nqe lus ntawm kev lag luam, tsis ntev los no nce nyob rau hauv steel nqi tau coj mus rau ib tug tseem ceeb nce nyob rau hauv qhov chaw steel muas. Txawm li cas los xij, tseem muaj qhov sib txawv hauv kev ua lag luam ntawm sab kev lag luam. Vim yog qhov tseem ceeb ntawm cov khoom xa tuaj ua ntej hnub so, nws tseem yuav pom tias qhov kev thov qis qis tau zoo dua. Txawm li cas los xij, kev txiav txim siab los ntawm cov txiaj ntsig qis ntawm cov hlau mills nyob rau lub sijhawm tsis ntev los no, qhov poob ntawm ze li ntawm 80% ntawm cov tshuab hluav taws xob tawg kuj qhia tau tias kev lag luam tsis sib haum xeeb tseem muaj, yog li qhov kev pheej hmoo ntawm dub series tseem muaj. Raws li kev txhawb nqa ntawm macroeconomic cov kev pom zoo nyob rau hauv lub sij hawm luv luv, nws xav tias qhov chaw cov nqi yuav nce los ntawm 5USD / TON tag kis.