Tsoom Fwv Teb Chaws Reserve cov tub ceev xwm txiav nyiaj paj yuav poob
Raws li kev tshawb fawb los ntawm Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam (ISM) rau hnub Wednesday, kev pabcuam kev lag luam hauv Tebchaws Meskas tau qeeb qeeb thaum lub Kaum Ib Hlis tom qab muaj kev nce ntxiv hauv lub hlis tsis ntev los no.
Vim tias cov ntaub ntawv poob qis los ntawm Tebchaws Meskas, Tsoom Fwv Teb Chaws Reserve tuaj yeem ceev faj ntau dua los txo cov paj laum thaum nrhiav cov paj laum nruab nrab. Kev ua lag luam nyob rau hauv feem ntau cheeb tsam tau nce me ntsis, thiab cov nqi hauv ntau thaj tsam tsuas yog nce ntawm tus nqi nruab nrab. Qee cov neeg ua haujlwm hauv Tsoom Fwv Teb Chaws Reserve tau hais lus tsis txaus ntseeg, ua rau muaj kev nce nyiaj hauv Teb Chaws Asmeskas thiab txo qis tus nqi ntawm cov khoom muag. Hlau ore nqi tau poob, kev them nyiaj yug tus nqi tsis muaj zog, thiab steel nqi yog bearish.
Thaum lub Kaum Ib Hlis Ntuj, cov khoom siv roj av niaj hnub ntawm Suav cov tuam txhab steel tau nce ntxiv
Thaum lub Kaum Ib Hlis 2024, qhov nruab nrab ntawm cov khoom siv roj av niaj hnub ntawm cov tuam txhab steel tseem ceeb yog 2.091 lab tons, nrog rau ib hlis nce ntawm 0.5%. Downstream speculative xav tau nce, thiab steel zeb cov khoom lag luam poob qis. Thaum lub Kaum Ib Hlis Ntuj lig, cov ntaub ntawv tseem ceeb tau pom tias cov khoom lag luam steel ntawm cov tuam txhab steel yog 13.15 lab tons, txo qis ntawm 2.4 lab tons lossis 15.4% piv rau kaum hnub dhau los; Kev nce ntawm 190000 tons, lossis 1.5%, piv rau tib lub sijhawm xyoo tas los.
Muaj kev cuam tshuam los ntawm kev nce hauv cov nqi steel, cov txiaj ntsig ntawm steel mills tseem txais tau, thiab cov kev xav ntawm cov tuam txhab tsim khoom yog qhov ruaj khov. Cov hlau ntau lawm ruaj khov nrog kev nce me ntsis, tshwj xeeb tshaj yog nyob rau sab qaum teb qhov chaw uas qhov kub thiab txias tau poob qis thiab kev tsim kho sab nraum zoov yog txwv. Lub tuam txhab cov ntaub ntawv hauv tsev tau maj mam txo lawv qhov kev thov rau cov hlau, thiab ntau lub tuam txhab steel tau hloov mus rau daim ntawv ntau lawm. Nws cia siab tias qhov kev xav tau ntawm cov khoom siv tsis sib haum xeeb hauv kev ua lag luam yuav maj mam tshwm sim rau lub lim tiam tom ntej, uas yuav tsis zoo rau cov qauv ntawm cov nqi steel.
Kev thov tsis zoo ua rau poob qis ntawm cov nqi steel
Raws li huab cua hloov txias dua, tus nqi sib txawv ntawm sab qaum teb thiab sab qab teb yog maj mam nthuav dav, thiab cov txheej txheem ntawm cov khoom siv sab qaum teb mus rau sab qab teb yuav nrawm dua. Qhov kev cia siab ntawm cov khoom ntim khoom yuav nce ntxiv. Nyob rau tib lub sijhawm, kev nce qib ntawm kev tsim kho sab nrauv nyob rau sab qaum teb yog txwv, thiab kev lag luam kev lag luam yog qeeb. Kev thov ntau dua yog suppressed, thiab kev lag luam cov khoom muag txo tau nqaim. Xav txog tias ob lub rooj sib tham tseem ceeb yuav muaj nyob rau yav tom ntej, kev ua lag luam tsom mus rau kev lag luam yuav hloov mus rau macro txoj cai kev cia siab, thiab cov qauv kev xav tau tsis muaj zog hauv kev ua lag luam yuav txuas ntxiv mus. Qhov kev cia siab tawm ntawm lub caij nyoog yog maj mam tshwm sim, uas yog bearish rau cov nqi steel.
Tus ex Hoobkas nqi ntawm welded kav yog ruaj khov tab sis maj mam tsis muaj zog. Tianjin ncaj seam kav yog luv nqi ntawm 521 USD / TON, Tangshan ncaj seam kav yog luv nqi ntawm 504 USD / TON, thiab steel kav yog luv nqi ntawm 448 USD / TON. Lub sij hawm ntawm qwj oscillation tsis muaj zog, thiab tus nqi ntawm raw khoom sawb hlau yog txo. Cov tub lag luam tau ceev faj thiab tsis muaj zog hauv lawv cov lus hais, thiab cov kev xav tau qis qis qis yog qhov tseem ceeb, ua rau tag nrho cov kev lag luam tsis muaj zog.
Cov nqi kub kub tau txo los ntawm 3 USD / TON, nrog tus nqi hais txog 478 USD / TON; Tus nqi nruab nrab thiab tuab daim hlau tau txo los ntawm 1USD / TON, thiab cov ntsiab lus tseem ceeb yog 465USD / TON. Tangshan kub coil hais yog 468 USD / TON. Kev lag luam yav tom ntej hloov pauv thiab poob, thiab kev lag luam kev lag luam feem ntau tsis muaj zog. Kev tsim cov kub-dov coils los ntawm cov tuam txhab steel thoob plaws lub tebchaws tau nce ntau ntxiv, nrog rau kev nce siab thiab kev cia siab ua lag luam tsis muaj zog.
Kev cuam tshuam los ntawm qis dua li qhov xav tau ntawm Asmeskas cov ntaub ntawv them nyiaj me me uas tsis yog ua liaj ua teb, qeeb nyiaj txiag, thiab cov lus hais ntxiv hawkish los ntawm Tsoom Fwv Teb Chaws Reserve, US dollar Performance index tau nce, uas yog bearish ntawm cov khoom muag. Hlau ore nqi tau poob, thiab kev them nyiaj yug tus nqi tsis muaj zog, rub tus nqi steel. Nyob rau tib lub sijhawm, cov ntawv cog lus tseem ceeb hauv kev ua lag luam yav tom ntej tau maj mam hloov txoj haujlwm rau lub hlis, nrog ntau txoj haujlwm ntev thiab luv luv raug txo. Tom qab tsis tu ncua kev nce qib, yuav tsum tau kho thiab kho. Tag nrho kev lag luam kev lag luam tau poob qis, kev xav tau kev xav tau tsis muaj zog, thiab cov lag luam feem ntau ceev faj thiab saib xyuas.