Iintsimbi zentsimbi ziye zawanyusa amaxabiso ngomlinganiselo omkhulu, kwaye amaxabiso entsimbi exeshana elifutshane angaguquguquka kakhulu.
- UMXHOLO: Ngomhla we-25 kaNovemba, imarike yensimbi yasekhaya ngokubanzi yaphakama, kwaye ixabiso le-ex-factory ye-billet ye-Tangshan Pu yahlala izinzile kwi-4,320 cny / ton.Iqhutywa kukunyuka kwexesha elizayo lokurhweba ebusuku, uninzi lwamaxabiso entsimbi yolwakhiwo lwasekhaya lwavuka kusasa.Ngokombono wokuthengiselana, ukunyuka okuqhubekayo kwiintsuku ezimbalwa zokugqibela kubangele ukuba i-downstream ingathengi, ukuthengiselana okuphezulu kuvaliwe ngokucacileyo, imfuno eqikelelwayo incinci, kwaye ukuthengiswa kweemarike buthathaka.
Ngomhla wama-25, NOV, awona mandla aphambili ekamva avulwe kwaye aguquka.Ixabiso lokuvala le-4255 lenyuka nge-2.55%.I-DIF kunye ne-DEA yenyuka kumacala omabini, kunye ne-RSI isalathisi semigca emithathu ibekwe kwi-44-69, ihamba phakathi komzila ophakathi kunye nomzila ophezulu we-Bollinger Band.
Imarike yendawo yentsimbi:
- Intsimbi yokwakha:Ngomhla wama-25 kaNovemba, ixabiso eliqhelekileyo le-20mm yenqanaba lesithathu le-seismic rebar kwizixeko ezikhulu ze-31 kwilizwe lonke yayiyi-4,820 cny/ton, ukwanda kwe-27 cny/toni ukusuka kusuku lwangaphambili lorhwebo.Kutshanje, imveliso ye-rebar iphinde yanda kancinci, kwaye zombini umzi-mveliso kunye neendawo zokugcina uluntu ziye zancipha.Kwangaxeshanye, ukusetyenziswa okubonakalayo kuye kwaphindaphindeka kancinci, kodwa kusephantsi kakhulu kunexesha elifanayo kunyaka ophelileyo.Ngexesha elifutshane, nangona iziseko ze-rebar ziphuculwe kwinqanaba elithile, njengoko imozulu iguquka ngokubanda, kusekho indawo yokuwa kwemfuno.Kwixesha elizayo elingekude, kufuneka sihlawule ngakumbi ingqalelo yokukhululwa kwemfuno ye-terminal emva kokuphindaphinda kwexabiso.Ngethamsanqa, iindaba ezithe rhoqo zezithintelo zemveliso emantla zonyuse ukuzithemba kwimarike ukuya kumlinganiselo othile.Ngoko ke, kulindeleke ukuba amaxabiso ensimbi yokwakhiwa kwasekhaya angaqhubeka nokuqinisa ngomhla we-26.
- Ikhoyili eqengqelekayo:Ngomhla wama-25 kaNovemba, ixabiso eliqhelekileyo le-4.75mm yekhoyili eshushu kwi-24 izixeko ezikhulu kwilizwe lonke yayiyi-4,825 cny/ton, ukwanda kwe-27 cny/toni ukusuka kusuku lwangaphambili lorhwebo.Iimpawu ezahlukeneyo zeekhoyili ezishushu ziqhube kakuhle kule veki.Imveliso yeveki kunye noovimba boluntu bonke behlile, ngelixa iifektri kunye noovimba bonyukile.Imakethi inomdla wokunciphisa iindawo zokugcina, kwaye ezinye izixhobo kunye neenkcukacha ziphelile.Ngokubanzi, uvakalelo lwemarike luye lwaphucuka kancinci kwiintsuku ezimbini ezidlulileyo njengoko imarike inyukile.Emva kokufumana ukwehla okubukhali okuqhubekayo, abarhwebi banomnqweno onamandla wokunyusa amaxabiso, kodwa kwangaxeshanye, banomnqweno onamandla wokunciphisa uluhlu lwempahla.Kulindeleke ukuba zibe zifanelekileyo kwaye zibe sengqiqweni kwixesha elizayo elingekude.Emdlalweni.Lilonke, imarike yekhoyili eshushu yelizwe kulindeleke ukuba iguquguquke ngamandla ngomhla wama-26.
- Ikhoyili eqengqelekayo ebandayo:Ngomhla wama-25 kaNovemba, ixabiso eliqhelekileyo le-coil ebandayo ye-1.0mm kwiidolophu ezinkulu ze-24 kwilizwe lonke yayiyi-5518 cny / toni, ukunyuka kwe-13 cny / toni ukusuka kusuku lwangaphambili lokuthengisa.Ngasekupheleni kwenyanga, ii-mell zentsimbi ezinkulu ziye zazisa ngokulandelelana amaxabiso okuhlalisa ngoNovemba.Abanye abarhwebi banendawo yothethathethwano ngamaxabiso entengiselwano ukuze bathumele iimpahla ngenqanawa.Ngokumalunga ne-inventory, ngokweenkcukacha-manani ezingaphelelanga zeMysteel, uluhlu lwangoku lokusila lwensimbi olubandayo luyi-346,800 yeetoni, ukwanda kweetoni ezingama-5,200 ngeveki-ngenyanga, kunye ne-inventory yentlalo yi-1.224 yezigidi zeetoni, oku kukuncipha kweetoni ze-1. 3 yezigidi zeetoni ngeveki-ngenyanga.Itoni.Ke ngoko, kulindeleke ukuba ixabiso lendawo ebandayo yasekhaya ngomhla wama-26 linokuba buthathaka kwaye lizinzile.
- Icwecwe:Ngomhla wama-25 kaNovemba, ixabiso eliqhelekileyo le-20mm yeepleyiti zenjongo ngokubanzi kwizixeko ezikhulu ezingama-24 kwilizwe lonke laliyi-5158 cny/toni, ukwanda kwe-22 cny/toni ukusuka kusuku lwangaphambili lorhwebo.Ngokutsho kwemveliso yeveki yeMysteel yeveki kunye nedatha ye-inventory, ukuveliswa kwamacwecwe aphakathi kwandiswe kule veki, kunye nokunyuka kweendawo zokugcina iimpahla zoluntu kunye nokwanda kweendawo zokugcina iimpahla.Uxinzelelo lokuthengisa lwaqhubeka lutshintshela kwiintsimbi zentsimbi.Umahluko wangoku wexabiso le-coil malunga ne-340 yuan / ton, ephantsi kunokwehluka kwexabiso eliqhelekileyo.Izixhobo eziphakamileyo, iintsimbi zinomdla ophezulu wokuvelisa amacwecwe aphakathi.Ngexesha elifanayo, ii-agent zinomqondo oqinileyo wokuchasa umngcipheko kunye nokuzaliswa okuncinci.Kulo lonke, imfuno yemarike isekho kwixesha elingekhoyo, kwaye ixabiso leplate liya kuhlala liguquguquka kwaye lizinzile kwixesha elifutshane, kwaye ke kunokwenzeka ukuba liqhubeke nokuwa.
Imarike yendawo yezinto ezikrwada:
- Intsimbi ekrwada evela kumazwe angaphandle:Ngomhla wama-25 kaNovemba, imakethi yentsimbi ekrwada eShandong yanyuka yaya phezulu, uluvo lwentengiso lwaluzolile, kwaye kwakukho ukuthengiselana okumbalwa.Njengoko ixesha lokushicilela, ezinye iintengiselwano kwimarike ziye zaphandwa: Qingdao Port: Super ekhethekileyo umgubo 440 cny / ton;Lanshan Port: Umgubo Card 785 cny / ton, Uzbek 825 cny / ton.
- Coke:NgoNovemba 25, imarike yecoke yayisebenza okwethutyana.Kwicala lokubonelela, ngenxa yokuhlolwa kokusingqongileyo kunye nemijikelo eqhubekayo yokuhla kwexabiso, izinga lokusebenza ngokubanzi kwezityalo ze-coking laliphantsi, amashishini e-coking alahlekelwe yinzuzo, kwaye imveliso yonke yayithintelwe ngokusebenzayo.Unikezelo lwaqhubeka luwa.Nangona kunjalo, ngenxa ye-bearish market sentiment, ukuthunyelwa kwakungahambi kakuhle kwaye kudiniwe.Ngokubhekiselele kwimfuno, amaxabiso eemarike zetsimbi aphinde abuyele kancinane kutshanje, kwaye inzuzo yeenkampani zetsimbi iphuculwe.Nangona kunjalo, iintsimbi zentsimbi zilindele ukuhla kwe-coke, kwaye zisagxile ekuthengeni imfuno.Okwangoku, izityalo zokupheka zixhathisa kakhulu ekunciphiseni amaxabiso e-coke.Kuya kuba nzima ukuba amaxabiso e-coke aqhubeke ehla kwixesha elifutshane.Kule veki, i-avareji yentsimbi eshushu engabandakanyi iindleko zerhafu yezityalo zensimbi eziqhelekileyo kwindawo yaseTangshan yayiyi-3085 yuan / ton, kunye neendleko ze-billet ezibandakanyiweyo zerhafu yayiyi-4,048 cny / ton, eyathotywa yi-247 cny / ton ukusuka kwixesha elidlulileyo. ngenyanga, xa kuthelekiswa nexabiso langoku le-billet ye-ex-factory yangoku ye-4,320 cny ngoNovemba 24. Xa kuthelekiswa netoni, i-avareji yengeniso ye-gross gross gross mills yi-272 cny / ton, okunyuka kwe-387 cny / ton ngeveki-on. -isiseko seveki.Okwangoku, zombini ukubonelela kunye nemfuno kwimarike ye-coke ibuthathaka, iindleko ziyancipha, kwaye imarike yensimbi esezantsi iguquguquka kwinqanaba eliphantsi.Ngexesha elifutshane, imarike ye-coke ibuthathaka.
- Isilaphu:Ngomhla we-25 kaNovemba, ixabiso eliqhelekileyo le-scrap kwiimarike ezinkulu ze-45 kulo lonke ilizwe laliyi-RMB 2832 / ton, ukwanda kwe-RMB 50 / itoni ukusuka kusuku lwangaphambili lokurhweba.Imarike ye-scrap yangoku isebenza ngaphakathi kwinqanaba elincinci kwaye kwicala elinamandla.Namhlanje, amaxabiso ekamva elimnyama kunye neemveliso ezigqityiweyo zisagcina umgangatho wokunyuka, oxhasa amaxabiso alahliweyo.Iintsimbi zentsimbi ziye zangena ngokulandelelanayo kwinqanaba lokugcina ubusika, zinyusa amaxabiso entsimbi elahliweyo ukuze zifunxe iimpahla.Imarike yemithombo yensimbi ye-scrap ngokuqhelekileyo iqinile, kwaye ezinye iziseko zokucubungula ziyi-bullish kwaye azikwazi ukugcina, kwaye abahwebi banobunzima bokufumana iimpahla.Imarike yentsimbi ye-scrap kulindeleke ukuba idibanise phakathi koluhlu oluncinci kwixesha elifutshane.
Ubonelelo kunye nemfuno yemarike yentsimbi:
- Kwicala lokubonelela: Ngokutsho kophando lukaMysteel, ukuveliswa kweemveliso zetsimbi ezinkulu ze-8,970,700 kulo Lwesihlanu, ukuhla kweetoni ze-71,300 ngeveki-ngeveki.
- Ngokwemfuno: ukusetyenziswa okubonakalayo kweentlobo ezinkulu zetsimbi kulo Lwesihlanu kwakuyi-9,544,200 iitoni, ukwanda kweetoni ze-85,700 ngeveki-ngeveki.
- Ngokubhekiselele kwi-inventory: i-inventory yentsimbi yale veki yayiyi-15.9622 yezigidi zeetoni, ukuhla kweetoni ze-573,500 ngeveki ngeveki.Phakathi kwabo, i-inventory yensimbi yensimbi yayiyi-5.6109 yezigidi zeetoni, ukuhla kweveki ngeveki ye-138,200 yeetoni;i-inventory yentsimbi yentlalo yayiyi-10.351 yezigidi zeetoni, ukuhla kweveki ngeveki ye-435,300 yeetoni.
- Ubudlelwane phakathi kokubonelela kunye nemfuno kwiimarike zetsimbi kuphuculwe kule veki, kunye nokunyuka kwamaxabiso ezinto eziluhlaza kunye namafutha, ukutyhala amaxabiso ensimbi ukuqinisa.Ukuchatshazelwa lixesha lokufudumeza kunye neeOlimpiki zaseBusika, nokuba iintsimbi zentsimbi zamva ziphinda ziqalise imveliso ngenxa yenzuzo ephuculweyo, iinzame zokwandiswa zisenokungabi nkulu, kwaye akufanelekanga ukunyusa amaxabiso ezinto ezikrwada kunye namafutha.Kutshanje, imfuno eqikelelwayo ibisebenza ngokuthelekiswa, kwaye kuyathandabuzeka ukuba ukuthengwa kwetheminali esezantsi kwi-off-season kuya kuqhubeka nokuphucula.Amaxabiso entsimbi yexesha elifutshane asenokucotha, yaye akufanelekanga ukuba nethemba eligqithiseleyo.
Umthombo: Mysteel.
Umhleli: Ali
Ixesha lokuposa: Nov-26-2021