Tsis ntev los no, dub yav tom ntej ntau yam ushered nyob rau hauv ib tug dav dav nce, nrog rau cov hlau ore yav tom ntej nqi yog ib tug standout.Lub Ob Hlis 20 hnub kaw, hlau ore daim ntawv cog lus tseem ceeb ntawm 917 yuan / tuj, hnub nce 3.21%.
Nws tau nkag siab tias txij li Lub Ob Hlis 14, hlau ore yav tom ntej tus nqi los ntawm 835 yuan / tuj tau nce txhua txoj kev thiab tsoo 900 yuan cim, 6 hnub ua lag luam nce ntau dua 8%, qhov siab tshiab ntawm ntau dua 9 lub hlis.
Qiu Yihong, tus kws tshuaj ntsuam xyuas ntawm Haitong Futures, tau hais rau Tuam Tshoj Times: "Iron ore yog tus neeg ua yeeb yam tseem ceeb tshaj plaws nyob rau hauv nruab nrab Lub Ob Hlis rally, thiab tsuas yog ib qho ntawm cov dub dub tau ntaus lub siab tshiab rau lub Ib Hlis 30. Qhov laj thawj rau qhov kev hloov pauv ntawm yav tom ntej mus rau qhov siab tshiab tsis yog tsuas yog kev txhawb nqa ntawm kev thov rov qab los ntawm keeb kwm ntawm kev loj hlob ntawm macro ruaj khov, tab sis kuj muaj feem cuam tshuam nrog kev nce ntawm cov nqi sab nraud ntawm cov hlau ore yav tom ntej. "
Lub Ob Hlis 21 15 o'clock, hlau ore tseem ceeb cog lus kaw ntawm 919 yuan / ton.Tuam Tshoj Steel Futures tus kws tshuaj ntsuam Zhao Yi ntseeg tias tam sim no tau nkag mus rau lub sijhawm thov tsis raug, uas yuav kav mus txog rau nruab nrab thiab lig Plaub Hlis, seb qhov kev thov tuaj yeem ua tau raws li qhov kev cia siab, lossis txawm tias dhau qhov kev cia siab, tseem tsis paub.
Steel mills khiav ntawm tus nqi siab dua
HSBC tau nce nws qhov kev kwv yees rau Tuam Tshoj cov khoom lag luam thoob ntiaj teb (GDP) xyoo no rau 5.6 feem pua ​​​​los ntawm 5 feem pua, Hong Kong Economic Times tau tshaj tawm rau Lub Ob Hlis 17, hais tias Tuam Tshoj rov qhib sai dua li qhov xav tau thiab kev thov rau cov kev pabcuam thiab cov khoom yuav ua rau. mus rau kev rov qab los.Qhov phem tshaj plaws ntawm kev sib kis tau dhau mus thiab yuav tsis cuam tshuam rau thawj peb lub hlis twg kev lag luam kev lag luam, thaum noj thiab kev txuag nyiaj ntau tuaj yeem muab kev txhawb nqa ntxiv txhawm rau txhawm rau txhawm rau rov qab los thiab tau txais kev lag luam hauv kev lag luam, HSBC tsab ntawv ceeb toom tau hais.
Tuam Tshoj, lub sijhawm no, xav tias yuav loj hlob 5.7 feem pua ​​​​rau xyoo no, ua rau nws yog lub hauv paus tseem ceeb ntawm kev loj hlob thoob ntiaj teb, raws li KPMG.Raws li National Bureau of Statistics, Tuam Tshoj txoj kev tsim PMI nyob rau lub Ib Hlis 2023 yog 50.1%, nce 3.1 feem pua ​​​​ntawm lub Kaum Ob Hlis 2022. PMI tsis tsim khoom yog 54.4%, nce 12.8 feem pua ​​​​ntawm lub Kaum Ob Hlis 2022. Kev lag luam insiders hais tias los ntawm kev txheeb cais. bureau cov ntaub ntawv, kev lag luam yog rov zoo.
"Lub ntsiab lus tseem ceeb cuam tshuam rau lub kaw lus dub nyob rau yav tom ntej yog qhov pib ntawm kev thov qis qis.Raws li kev tshawb fawb ntawm ib lub koom haum thib peb, txij li Lub Ob Hlis 14, 2023, cov tuam txhab tsim kho hauv tebchaws tau pib rov ua haujlwm ntawm 76.5%, ib hlis ib hlis nce ntawm 38.1 feem pua. "Tuam Tshoj Steel yav tom ntej tus kws tshuaj ntsuam Zhao Yi hais rau Suav Times tus kws sau xov xwm hais tias.
Raws li cov ntaub ntawv, txij Lub Ob Hlis 10 txog Lub Ob Hlis 17, kev ua haujlwm ntawm lub teb chaws 247 steel mills yog 79.54%, nce los ntawm 1.12% lub lim tiam ntawm lub lis piam thiab 9.96% xyoo rau xyoo.Kev siv tus nqi ntawm lub tshuab hluav taws xob hluav taws xob hluav taws xob yog 85.75%, uas tau nce 0.82% piv rau lub hli dhau los thiab 10.31% piv nrog xyoo tas los.Cov nyiaj tau los ntawm steel zeb yog 35.93%, nqis 2.60% ntawm lub hli dhau los thiab 45.02% ntawm xyoo dhau los.Qhov nruab nrab txhua hnub ntawm cov hlau molten yog 2,308,100 tons, nce 21,500 tons ntawm peb lub hlis twg thiab 278,800 tons xyoo-rau-xyoo.Qhov nruab nrab txhua hnub molten hlau tsim tau zoo rov qab rau rau lub lis piam sib law liag, nce 4.54% txij li thaum pib ntawm lub xyoo.Lub teb chaws cov ntaub ntawv kev lag luam ntim kuj tau rov qab los ntawm 96,900 tons ntawm Lub Ob Hlis 10 txog 20,100 tons rau Lub Ob Hlis 20.
Raws li Zhao Yi, los ntawm cov ntaub ntawv saum toj no, piv nrog rau thawj ob lub lis piam tom qab lub caij nplooj ntoos hlav Festival, tus nqi ntawm kev lag luam rov pib dua ntawm cov lag luam hauv qab tom qab lub Teeb Festival nyob rau 15th hnub ntawm thawj lub hli lunar tau nce ntau.Kev thov tau pib tsav cov dub sector, kuj coj hlau ore yav tom ntej tus nqi mus rau cov ntaub ntawv siab.
Txawm li cas los xij, qee tus neeg sab hauv tau hais tias txawm hais tias tus nqi ntawm daim ntawv cog lus tseem ceeb ntawm cov hlau ore yav tom ntej txuas ntxiv nce xyoo no, tag nrho cov kev ua tau zoo ntawm nws cov nqi thiab kev nce ntxiv tseem tsis muaj zog dua li Platts Performance index, SGX thiab chaw nres nkoj tus nqi, qhia tias tus nqi ua tau zoo. ntawm Tuam Tshoj yav tom ntej kev lag luam tseem ruaj khov piv nrog tus nqi sab nraud.Nyob rau tib lub sij hawm, lub domestic hlau ore yav tom ntej txais yuav lub cev kev xa khoom, thiab kev tswj hwm kev pheej hmoo tswj kev ntsuas nruj.Kev ua lag luam khiav lag luam ntau dua thiab ua kom zoo.Feem ntau, tus nqi yav tom ntej thiab kev nce qib qis dua li Platts Performance index thiab txawv teb chaws derivatives.
Rau cov hlau ore skyrocketing, Dalian Exchange tsis ntev los no tau tshaj tawm tsab ntawv ceeb toom txog kev pheej hmoo ntawm kev lag luam: tsis ntev los no, qhov cuam tshuam ntawm kev lag luam kev lag luam ntawm ntau yam tsis paub tseeb, hlau ore thiab lwm yam ntawm cov nqi volatility;Txhua lub koom haum ua lag luam raug caw tuaj koom nrog kev sib raug zoo thiab ua raws, tiv thaiv thiab tswj kev pheej hmoo, thiab ua kom lub lag luam zoo.Kev sib pauv yuav ntxiv dag zog rau kev saib xyuas txhua hnub, tshawb xyuas thiab rau txim rau txhua yam kev ua txhaum cai, thiab tswj xyuas kev ua lag luam.
Nrog rau qhov nce ntawm cov nqi hlau ore, nws puas tuaj yeem muaj ntau dhau ntawm cov khoom lag luam hlau ntawm cov chaw nres nkoj?Qhov xwm txheej ntawm cov hlau hlau xa khoom ntawm cov chaw nres nkoj li cas?Hauv kev teb, Qiu Yihong tau hais rau Tuam Tshoj Times tias cov khoom lag luam hlau hlau ntawm Chaw nres nkoj 45 tau nce mus rau 141,107,200 tons thaum kawg ntawm lub lim tiam dhau los, nce ntawm 1,004,400 tons nyob rau ib asthiv-rau-lub lim tiam thiab txo qis ntawm 19,233,300 tons xyoo-rau- xyoo.Cov hnub nyob rau hauv qhov chaw nres nkoj txuas ntxiv tsis muaj zog, tau poob mus rau qhov qis tshaj plaws nyob rau tib lub sijhawm.Nyob rau hauv cov nqe lus ntawm cov ntxhia hom, cov khoom ntawm cov nplua nuj ore nyob rau hauv qis dua qhov nruab nrab theem ntawm tib lub sij hawm.Lub lim tiam dhau los, cov khoom lag luam ntawm cov pob zeb thiab cov pellet ore tau nce siab tshaj plaws.Cov khoom lag luam ntawm pob ore thiab pellet ore yog nyob rau theem siab ntawm tib lub sijhawm, thiab cov khoom ntawm cov hlau concentrate hmoov tau ruaj khov nyob rau theem siab ntawm tib lub sijhawm.
"Los ntawm lub hauv paus ntsiab lus ntawm kev pom, qhov loj tshaj lub lim tiam dhau los yog pab los ntawm Australia thiab Brazil, txog rau tam sim no lub xyoo no qhov tseeb tshaj plaws upward trend of oscillation, tab sis tseem muaj qhov sib txawv loj piv nrog rau xyoo tas los, lub lim tiam dhau los Australian thiab Brazilian mine. Cov khoom lag luam yooj yim ruaj khov kev ua tau zoo, Australian kuv tseem nyob rau theem qis ntawm tib lub sijhawm, cov khoom lag luam siab kuj yog lub teeb, zoo Brazilian mine cov khoom lag luam tseem ruaj khov nyob rau theem siab ntawm tib lub sijhawm, tab sis kuj qis dua tib lub sijhawm. xyoo tas los."Qiu Yihong hais.
Tau nkag mus rau lub sijhawm thov cuav
Dab tsi ntxiv rau tus nqi hlau ore?"Los ntawm peb qhov kev xav, muaj ob yam tseem ceeb uas yuav cuam tshuam rau cov nqi hlau ore yav tom ntej," Qiu Yihong hais rau China Times.'Ib qho yog kev rov qab los ntawm kev thov, thiab lwm qhov yog txoj cai tswj hwm.'Hlau ore xav tau ntau dua tseem nyob ntawm kev hloov pauv nyiaj.Cov nyiaj tau los ntawm 247 steel mills tau nce rau tsib xyoos ncaj nraim rau xyoo no, rov qab los ntawm 19.91 ib xees mus rau qhov siab tshaj ntawm 38.53 ib xees, tab sis poob rov qab mus rau 35.93 ib xees lub lim tiam dhau los.
"Qhov no yog piv nrog qhov sib txawv ntawm cov xyoo dhau los tseem loj heev, tseem qhia tau hais tias cov txheej txheem ntawm cov txiaj ntsig steel rov qab los tseem muaj tag nrho cov pos muaj teeb meem, cov txheej txheem rov qab yog qhov nyuaj rau kev ua tiav thaum hmo ntuj, thiab los ntawm cov hlau zeb tuaj txawv teb chaws kuv muaj. hnub ntawm keeb kwm tsis tshua muaj teeb meem, steel zeb cov txiaj ntsig ib txwm hovering ntawm ntug ntawm cov nyiaj tau los thiab kev poob, thiab qhov no tseem cuam tshuam rau steel zeb rov ua kom zoo dua qub, kev rov ua kom zoo dua qub tseem qeeb. "Qiu Yihong hais.
Cov ntaub ntawv qhia tau hais tias tam sim no 247 steel mills imported hlau ore inventory ntawm 92.371 lab tons, qhov piv ntawm kev cia thiab noj ntawm 32.67 hnub, thaum 64 steel mills imported nruab nrab hnub ntawm tsuas yog 18 hnub, yog nyob rau hauv keeb kwm lub sij hawm ntawm tsis tshua muaj, tsawg. steel raw khoom cov khoom muag tau dhau los ua qhov loj tshaj plaws muaj peev xwm nce hauv cov hlau ore xav tau tom qab rov pib ua haujlwm.

Qiu Yihong tau hais tias, los ntawm lub lim tiam dhau los steel ntau lawm thiab cov ntaub ntawv khaws cia kuj tuaj yeem lees paub.Ntawm qhov tod tes, tag nrho kev rov qab los ntawm cov txheej txheem ntev ntau lawm yog cov cim qhia pom tseeb ntawm kev cuam tshuam, kev tsim cov rebar nyob rau hauv cov txheej txheem ntev yeej tsis nce qhov tseem ceeb, thiab kev rov qab los ntawm rebar ntau lawm tom qab lub caij nplooj ntoos hlav Festival yog qhov tseem ceeb los ntawm kev rov pib dua ntawm kev tsim khoom. hauv cov txheej txheem luv luv.Ntawm qhov tod tes, cov khoom siab ntawm steel mills yog nyob rau theem siab, yog li kev txaus siab rov pib tsim khoom hauv cov txheej txheem ntev kuj tseem yuav muaj kev sib tw.Tsis tas li ntawd, cov khoom seem tseem yog luv nqi rau tus nqi ntawm cov hlau molten, qhov kom zoo dua ntawm cov nqi ntawm cov khoom seem yuav yog ib qho kev txwv rau qhov kev thov rau cov hlau ore, yog li qhov rov qab ntawm cov hlau ore xav tau qhov chaw tseem xav tau. nyob rau hauv siab, uas kuj yog ib qho tseem ceeb cuam tshuam rau yav tom ntej tus nqi ntawm hlau ore yav tom ntej.

Cov ntaub ntawv tseem qhia tau tias nyob rau lub lim tiam ntawm Lub Ob Hlis 16, 64 sinters suav los ntawm Mysteel muaj 18 hnub muaj, uas tsis hloov pauv ntawm lub lim tiam dhau los thiab qis dua 13 hnub xyoo-rau-xyoo."Nyob rau hauv lub sij hawm luv luv mus rau nruab nrab, ob qho tib si muab khoom thiab kev thov rau hlau ore tau nce.Cov khoom siv sab nraud, tseem yog lub ntsiab lus tseem ceeb ntawm cov khoom xa tuaj tawm ntawm lub caij, cov khoom siv qis tau pom, yav tom ntej tuaj yeem tuaj tos.Ntawm qhov kev thov sab, tus qauv ntawm kev tsim khoom thiab kev ua haujlwm rov pib dua ntawm cov lag luam downstream tom qab lub caij nplooj ntoos hlav Festival tseem tsis hloov pauv.Qhov kev sim tiag tiag yog seb qhov tseeb puas tuaj yeem ua tau raws li qhov kev cia siab. "Qiu Yihong hais.

Nws yog tsim nyog sau cia tias Zhao Yi tau hais rau Tuam Tshoj Times tias Lub Ib Hlis yog lub caij tsis muaj zog rau kev thov, tab sis hlau ore thiab cov khoom tiav tseem muaj zog, uas yog tom qab qhov kev cia siab muaj zog tom qab lub caij nplooj ntoos hlav Festival so.Tam sim no, nws tau nkag mus rau lub sijhawm thov tsis raug cai, uas yuav kav mus txog rau ib nrab rau lub Plaub Hlis.Tom qab hnub so rov pib dua ntawm kev tsim khoom thiab kev ua haujlwm, nws tseem tsis tau paub tias qhov kev thov hauv lub Peb Hlis thiab Plaub Hlis tuaj yeem ua tau raws li qhov xav tau lossis ntau dua qhov kev cia siab.

Qhov haum ntawm kev cia siab thiab kev muaj tiag yuav yog tus yuam sij rau cuam tshuam rau kev lag luam dub rau yav tom ntej.Zhao Yi tau hais tias, nyob rau hauv tus nqi ntawm cov hlau ore yav tom ntej tau suav nrog cov kev cia siab sov, yog tias koj xav tau txuas ntxiv mus ntxiv, xav tau lub davhlau ya nyob twg muaj tseeb dua kom paub meej;Txwv tsis pub, cov nqi hlau ore yav tom ntej ntsib kev nyuaj siab.

"Iron ore yav tom ntej tus nqi zoo li yuav ntaus siab tshiab hauv lub sijhawm luv luv.Yog tias koj saib mus rau lub sijhawm ntev, steel mills cov nyiaj tau los tsawg, cov cuab yeej kev lag luam kev lag luam poob qis tsis tau hloov pauv, cov hlau ore yav tom ntej tsis muaj cov xwm txheej los txuas ntxiv mus rau qhov tsis paub tseeb hauv qab. "Zhao Yi hais.