Tuam Tshoj Steel Nqe Index (CSPI) nyob rau lub Peb Hlis.

Tus nqi ntawm cov khoom siv hlau hauv kev lag luam hauv tsev tau hloov pauv mus rau hauv lub Peb Hlis, thiab nws nyuaj rau kev nce ntxiv rau lub sijhawm tom qab, yog li kev hloov pauv me me yuav tsum yog qhov tseem ceeb.

Nyob rau lub Peb Hlis, kev thov kev lag luam hauv tsev tau muaj zog, thiab tus nqi ntawm cov khoom siv hlau tau hloov pauv mus rau sab saud, thiab qhov nce ntau dua li lub hli dhau los.Txij li thaum pib lub Plaub Hlis, cov nqi hlau tau nce ua ntej thiab tom qab ntawd poob, feem ntau txuas ntxiv hloov pauv mus.

1. Tuam Tshoj tus nqi steel nqi index tau nce lub hli-rau-hli.

Raws li kev soj ntsuam ntawm Cov Hlau thiab HlauCov koom tesntawm,Thaum kawg ntawm lub Peb Hlis, Tuam Tshoj Steel Nqe Index (CSPI) yog 136.28 cov ntsiab lus, nce ntawm 4.92 cov ntsiab lus los ntawm qhov kawg ntawm Lub Ob Hlis, nce ntawm 3.75%, thiab ib xyoos ib zaug nce ntawm 37.07 ntsiab lus, nce ntawm 37.37%.(Saib hauv qab no)

Tuam Tshoj Steel Nqe Index (CSPI) daim ntawv qhia

• Tus nqi ntawm cov khoom steel loj tau nce.

Thaum kawg ntawm lub Peb Hlis, tus nqi ntawm tag nrho yim hom hlau loj uas tau saib xyuas los ntawm Lub Koom Haum Hlau thiab Hlau tau nce ntxiv.Ntawm lawv, tus nqi ntawm lub kaum sab xis steel, nruab nrab thiab hnyav daim hlau, kub dov coils thiab kub dov seamless kav tau nce ntau, nce los ntawm 286 yuan / ton, 242 yuan / ton, 231 yuan / ton thiab 289 yuan / ton raws li. los ntawm lub hli dhau los;Tus nqi nce ntawm rebar, cov ntawv txias txias thiab cov ntawv galvanized yog me me, nce los ntawm 114 yuan / ton, 158 yuan / ton, 42 yuan / ton thiab 121 yuan / ton raws li lub hli dhau los.(Saib cov lus hauv qab no)

Cov lus hloov pauv ntawm tus nqi thiab qhov ntsuas ntawm cov khoom siv hlau loj

2.Tshaj tawm ntawm qhov hloov pauv ntawm cov nqi steel hauv kev lag luam hauv tsev.

Thaum lub Peb Hlis, kev lag luam hauv tsev tau nkag mus rau lub caij nyoog ntawm kev siv steel, qhov kev xav tau ntawm cov hlau tsis muaj zog, cov nqi lag luam thoob ntiaj teb tau nce, kev xa tawm kuj tseem muaj kev loj hlob, kev lag luam kev cia siab tau nce ntxiv, thiab cov nqi hlau txuas ntxiv nce ntxiv.

• (1) Kev lag luam hlau tseem ceeb yog ruaj khov thiab txhim kho, thiab qhov kev thov rau cov hlau txuas ntxiv mus ntxiv.

Raws li National Bureau of Statistics, tag nrho cov khoom lag luam hauv tebchaws (GDP) hauv thawj peb lub hlis twg tau nce 18.3% xyoo-rau-xyoo, 0.6% los ntawm lub quarter thib plaub ntawm 2020, thiab 10.3% ntawm thawj peb lub hlis twg ntawm 2019;lub teb chaws ruaj cov cuab tam peev (tsis suav cov tsev neeg nyob deb nroog) tau nce xyoo-rau-xyoo 25.6%.Ntawm lawv, kev nqis peev hauv vaj tse tau nce los ntawm 29.7% xyoo-rau-xyoo, kev nqis peev hauv vaj tse tau nce 25.6% xyoo-rau-xyoo, thiab thaj chaw tshiab ntawm cov tsev tau nce 28.2%.Nyob rau lub Peb Hlis, tus nqi ntxiv ntawm kev lag luam kev lag luam saum toj saud loj tau nce 14.1% xyoo-rau-xyoo.Ntawm lawv, kev lag luam khoom siv dav dav tau nce los ntawm 20.2%, cov khoom siv tshwj xeeb tsim kev lag luam nce 17.9%, kev lag luam tsheb tsim tau nce 40.4%, railway, nkoj, aerospace thiab lwm yam khoom siv thauj mus los tsim kev lag luam nce 9.8%, thiab Kev lag luam hluav taws xob thiab khoom siv hluav taws xob tau nce los ntawm 24.1%.Lub computer, kev sib txuas lus thiab lwm yam khoom siv hluav taws xob tsim kev lag luam loj hlob los ntawm 12.2%.Nyob rau hauv tag nrho, lub teb chaws kev lag luam pib zoo nyob rau hauv thawj peb lub hlis twg, thiab downstream steel kev lag luam muaj zog thov.

• (2) steel ntau lawm tau khaws cia siab, thiab kev xa tawm steel tau nce ntau.

Raws li kev txheeb cais ntawm Lub Koom Haum Hlau thiab Hlau, nyob rau lub Peb Hlis, lub teb chaws cov khoom lag luam ntawm npua hlau, steel hlau thiab hlau (tsis suav nrog cov khoom siv rov ua dua) yog 74.75 lab tons, 94.02 lab tons thiab 11.87 lab tons, feem ntau, nce 8.9%. 19.1% thiab 20.9% xyoo-rau-xyoo;Kev tsim tawm txhua hnub ntawm cov hlau yog 3.0329 lab tons, qhov nruab nrab nce ntawm 2.3% hauv thawj ob lub hlis.Raws li kev lis kev cai txheeb cais, nyob rau lub Peb Hlis, lub teb chaws kev xa tawm ntawm cov khoom steel yog 7.54 lab tons, ib xyoos ib zaug nce ntawm 16.4%;imported steel khoom yog 1.32 lab tons, ib xyoos ib zaug nce ntawm 16.0%;net steel xa tawm yog 6.22 lab tons, ib xyoos ib zaug nce ntawm 16.5%.Kev tsim cov hlau hauv kev lag luam hauv tsev tau tswj hwm qib siab, kev xa tawm steel txuas ntxiv rov qab los, thiab cov khoom siv thiab kev xav tau hauv kev lag luam steel tseem nyob ruaj khov.

• (3) Cov nqi ntawm cov mines txawv teb chaws thiab coke coke tau raug kho, thiab tag nrho cov nqi tseem siab.

Raws li kev txheeb cais ntawm Lub Koom Haum Hlau thiab Hlau, thaum kawg ntawm Lub Peb Hlis, tus nqi ntawm cov hlau ore concentrates nce 25 yuan / tuj, tus nqi ntawm cov khoom siv txawv teb chaws (CIOPI) poob los ntawm 10.15 US dollars / ton, thiab cov nqi. ntawm coking thee thiab metallurgical coke poob los ntawm 45 yuan / tuj thiab 559 yuan / ton feem.Tuj, tus nqi ntawm seem hlau tau nce los ntawm 38 yuan / tuj hli-rau-hli.Kev txiav txim los ntawm qhov xwm txheej xyoo-rau-xyoo, cov hlau ore tseem ceeb hauv tsev thiab cov ore tuaj txawv teb chaws tau nce los ntawm 55.81% thiab 93.22%, coking thee thiab metallurgical coke nqi nce 7.97% thiab 26.20%, thiab cov khoom seem hlau tau nce 32.36%.Tus nqi ntawm cov khoom siv raw thiab roj tau sib sau ua ke ntawm qib siab, uas yuav txhawb nqa cov nqi hlau txuas ntxiv.

3.Tus nqi ntawm cov khoom steel nyob rau hauv lub thoob ntiaj teb kev lag luam txuas ntxiv mus, thiab lub hli-on-hloov nce ntxiv.

Nyob rau lub Peb Hlis, lub thoob ntiaj teb steel nqi Performance index (CRU) yog 246.0 ntsiab lus, nce 14.3 ntsiab lus lossis 6.2% lub hli-rau-hli, nce ntawm 2.6 feem pua ​​​​cov ntsiab lus nyob rau lub hli dhau los;nce ntawm 91.2 ntsiab lus lossis 58.9% nyob rau tib lub sijhawm xyoo tas los.(Saib daim duab thiab cov lus hauv qab no)

International Steel Nqe Index (CRU) daim ntawv qhia

4.Tshaj tawm ntawm tus nqi sib txawv ntawm tom qab steel kev lag luam.

Tam sim no, kev lag luam steel yog nyob rau lub caij xav tau siab tshaj plaws.Vim muaj yam xws li kev tiv thaiv ib puag ncig, kev txo qis kev cia siab thiab kev loj hlob ntawm kev xa tawm, steel nqi hauv kev lag luam tom qab yuav tsum nyob ruaj khov.Txawm li cas los xij, vim qhov kev loj hlob ntawm lub sijhawm thaum ntxov thiab kev loj hlob sai, qhov nyuaj ntawm kev xa mus rau kev lag luam hauv qab tau nce, thiab nws nyuaj rau tus nqi txuas ntxiv mus rau lub sijhawm tom qab, thiab qhov kev hloov pauv me me yuav tsum yog qhov nyuaj. vim li cas.

• (1) Kev lag luam thoob ntiaj teb kev lag luam yuav tsum txhim kho, thiab kev thov rau cov hlau txuas ntxiv mus ntxiv

Saib ntawm qhov xwm txheej thoob ntiaj teb, kev lag luam hauv ntiaj teb txuas ntxiv txhim kho.Lub International Monetary Fund (IMF) tau tshaj tawm "World Economic Outlook Report" rau lub Plaub Hlis 6, kwv yees tias kev lag luam thoob ntiaj teb yuav loj hlob los ntawm 6.0% hauv 2021, nce 0.5% los ntawm lub Ib Hlis kev kwv yees;Lub Koom Haum Ntiaj Teb Hlau tau tshaj tawm qhov kev kwv yees luv luv rau lub Plaub Hlis 15 Hauv 2021, kev thov steel thoob ntiaj teb yuav ncav cuag 1.874 billion tons, nce ntawm 5.8%.Ntawm lawv, Tuam Tshoj loj hlob los ntawm 3.0%, tsis suav nrog lub teb chaws thiab cheeb tsam lwm yam tshaj li Tuam Tshoj, uas loj hlob los ntawm 9.3%.Saib ntawm qhov xwm txheej hauv tebchaws, kuv lub tebchaws yog thawj xyoo ntawm "14th Tsib Xyoo Plan".Raws li kev lag luam hauv tsev tseem pheej rov qab los tsis tu ncua, kev tiv thaiv ntawm cov peev txheej hauv kev lag luam tau txuas ntxiv ntxiv dag zog, thiab kev loj hlob ntawm kev lag luam ruaj khov rov qab los rau lub sijhawm tom ntej yuav txuas ntxiv mus ntxiv."Tseem muaj ntau qhov chaw nqis peev hauv kev hloov pauv ntawm kev lag luam ib txwm muaj thiab txhim kho cov kev lag luam tawm tshiab, uas muaj kev txhawb zog rau qhov kev thov rau kev tsim khoom thiab hlau.

• (2) steel ntau lawm tseem nyob rau theem siab, thiab nws nyuaj rau steel nqi kom nce siab.

Raws li kev txheeb cais los ntawm Lub Koom Haum Hlau thiab Hlau, nyob rau thawj kaum hnub ntawm lub Plaub Hlis, cov khoom siv roj av niaj hnub (tib lub caliber) ntawm cov tuam txhab hlau tseem ceeb tau nce 2.88% nyob rau ib hlis, thiab nws tau kwv yees tias lub teb chaws cov hlau tsis huv. tso zis ntau ntxiv los ntawm 1.14% lub hli-rau-hli.Los ntawm qhov kev xav ntawm cov khoom-sab qhov teeb meem, "saib rov qab" ntawm cov hlau thiab steel muaj peev xwm txo qis, txo qis ntawm cov khoom siv hlau tsis zoo, thiab kev saib xyuas ib puag ncig tab tom pib, thiab nws nyuaj rau cov khoom siv roj av kom nce ntxiv hauv lub sij hawm tom qab.Los ntawm qhov kev thov sab, vim qhov nce sai thiab loj ntawm cov nqi hlau txij li lub Peb Hlis, cov kev lag luam hauv qab steel xws li kev tsim cov nkoj thiab cov khoom siv hauv tsev tsis tuaj yeem tiv taus qhov kev sib sau ua ke ntawm cov nqi hlau, thiab cov nqi hlau tom qab tsis tuaj yeem nce siab ntxiv.

• (3) Cov khoom lag luam hlau txuas ntxiv poob qis, thiab kev lag luam siab tau txo qis hauv lub sijhawm tom qab.

Kev cuam tshuam los ntawm kev loj hlob sai ntawm kev thov hauv kev lag luam hauv tsev, cov khoom lag luam steel tau txuas ntxiv poob.Nyob rau lub Plaub Hlis thaum ntxov, los ntawm kev xav ntawm kev sib raug zoo cov khoom lag luam, kev lag luam ntawm tsib cov khoom lag luam hlau loj hauv 20 lub nroog yog 15.22 lab tons, uas tau poob rau peb hnub sib law liag.Qhov kev poob qis yog 2.55 lab tons los ntawm qhov siab tshaj plaws hauv lub xyoo, txo qis ntawm 14.35%;poob ntawm 2.81 lab tons hauv ib xyoos.15.59%.Los ntawm qhov kev xav ntawm cov khoom lag luam steel, lub koom haum hlau thiab steel cov ntaub ntawv tseem ceeb ntawm steel tuam txhab steel cov khoom muag yog 15.5 lab tons, nce los ntawm thawj ib nrab ntawm lub hli, tab sis piv nrog cov ntsiab lus siab hauv tib lub xyoo, nws poob los ntawm 2.39. lab tons, txo qis ntawm 13.35%;ib xyoo-rau-xyoo txo ​​ntawm 2.45 lab tons, ib tug txo Nws yog 13.67%.Kev lag luam cov khoom lag luam thiab cov khoom lag luam sib raug zoo txuas ntxiv poob qis, thiab kev lag luam siab tau txo qis ntxiv rau lub sijhawm tom qab.

5. Cov teeb meem tseem ceeb uas yuav tsum tau them nyiaj rau tom qab kev ua lag luam:

• Ua ntej, qib ntawm steel ntau lawm yog qhov siab, thiab qhov sib npaug ntawm cov khoom siv thiab kev thov tau ntsib cov teeb meem.Txij lub Ib Hlis mus txog Lub Peb Hlis xyoo no, lub teb chaws cov khoom siv roj av tau nce mus txog 271 lab tons, ib xyoos ib zaug nce ntawm 15.6%, tswj hwm qib siab ntawm kev tsim khoom.Kev lag luam kev lag luam thiab kev xav tau sib npaug yog ntsib cov teeb meem, thiab muaj qhov sib txawv loj ntawm lub teb chaws cov khoom tsim tawm txhua xyoo yuav tsum tau txo.Hlau thiab steel tuam txhab yuav tsum rationally npaj ntau lawm pace, kho cov qauv khoom raws li kev hloov nyob rau hauv kev ua lag luam xav tau, thiab txhawb kev sib npaug ntawm kev lag luam thiab kev thov.

• Qhov thib ob, tus nqi hloov pauv siab ntawm cov khoom siv raw thiab roj tau nce siab rau cov tuam txhab steel kom txo tau cov nqi thiab nce kev ua haujlwm.Raws li kev soj ntsuam ntawm Lub Koom Haum Hlau thiab Hlau, Lub Plaub Hlis 16, CIOPI tau xa cov hlau ore nqi yog US $ 176.39 / ton, ib xyoos ib zaug nce ntawm 110.34%, uas yog ntau dua li qhov nce ntawm cov nqi hlau.Tus nqi ntawm cov khoom siv raw xws li hlau ore, seem hlau, thiab cov coke coke txuas ntxiv mus siab, uas yuav ua rau cov tuam txhab hlau thiab hlau ua rau kom txo tau cov nqi thiab nce kev ua haujlwm hauv cov theem tom ntej.

• Thib peb, kev lag luam thoob ntiaj teb tab tom ntsib qhov tsis paub tseeb thiab kev xa tawm tau ntsib teeb meem ntau dua.Hnub Friday dhau los, Lub Koom Haum Saib Xyuas Kev Noj Qab Haus Huv Ntiaj Teb tau tshaj tawm xov xwm hais tias nyob rau ob lub hlis dhau los, tus naj npawb ntawm cov neeg mob tshiab tshiab thoob ntiaj teb tau ze li ob npaug, thiab nws tab tom nce mus txog tus kab mob siab tshaj plaws txij li muaj kev sib kis, uas yuav ua rau muaj kev kis tus kab mob ntau tshaj plaws. rub rau kev rov qab los ntawm kev lag luam thoob ntiaj teb thiab kev thov.Tsis tas li ntawd, txoj cai tswjfwm ntawm cov hlau xa tawm hauv tsev yuav raug hloov kho, thiab cov hlau xa tawm tau ntsib teeb meem ntau dua.