Tuam Tshoj tus ferrous steel yav tom ntej feem ntau tau nce siab, thiab cov nqi hlau yuav nce siab heev.

Tuam Tshoj Tangshan billet tau nce siab tshaj 5100, hlau ore plunged 4.7%, thiab steel nqi yuav nce thiab nqis.

  • Lub Yim Hli 5, kev lag luam steel hauv tsev feem ntau tau nce, thiab tus nqi qub ntawm Tangshan billet tseem nyob ruaj khov ntawm 5,100 cny / ton.
  • Raws li kev ua lag luam cia siab tias kev ua haujlwm ntawm kev txo qis cov khoom siv roj av hauv ntau thaj tsam txuas ntxiv mus, kev ua lag luam steel yav tom ntej tau pom kev kho dua tshiab, thiab kev thov hauv tsev hauv lub caij off-season yog qhov nyuaj los txuas ntxiv txhim kho.

8.05

  • Nyob rau 5th, lub ntsiab quab yuam ntawm yav tom ntej rebar qhib siab dua thiab qis dua.Tus nqi kaw ntawm 5373 tau nce 0.26%.DIF thiab DEA ob leeg poob.Qhov ntsuas thib peb-kab RSI nyob ntawm 39-51, khiav ntawm qis thiab nruab nrab ntawm Bollinger Band.

0805期货

Raw khoom chaw lag luam

Coke:

  • Lub Yim Hli 5, lub khw coke tau ua haujlwm ruaj khov.Ntawm cov khoom siv, coking yeej tswj tau qib kev tsim khoom yav dhau los, thiab kev tsim khoom nyuaj nce ntxiv.Kev txwv ntau lawm ntawm qee cov nroj tsuag coking hauv Shanxi tau ua rau poob qis hauv kev ua haujlwm, thiab kev ua haujlwm ntawm cov peev txheej tshiab kuj tau ncua.
  • Lub Shandong cheeb tsam yeej tswj tau cov theem ntawm kev txwv ntau lawm thaum kawg ntawm Lub Xya Hli.Tsis ntev los no, coking thee tau nce ntxiv, thiab cov txiaj ntsig ntawm coking yog qhov nruab nrab.Ntawm qhov kev thov sab, tag nrho qhov kev thov rau coke los ntawm steel mills tau rebounded, thiab cov khoom muag yuav tsum tau nce kom tsim nyog.
  • Cov hlau mills hauv Shandong kuj tseem nruj rau kev txwv ntau lawm, thiab qee lub tshuab hlau tau xaus lawv cov coke ncu thiab rov pib tsim khoom;
  • Ib tug me me ntawm steel mills nyob rau hauv Jiangsu tau pib overhauling blast furnaces, thiab feem ntau steel mills yog ua tau ib txwm, thiab kev thov rau coke kuj muaj zog.
  • Nyob rau hauv lub sij hawm luv luv, lub lag luam coke yog ruaj khov thiab muaj zog, tab sis qhov nce yog txwv.

Cov hlau nplaum:

  • Thaum Lub Yim Hli 5, cov khoom seem steel lag luam tus nqi tseem nyob ruaj khov.Tus nqi nruab nrab ntawm cov khoom seem hauv 45 lub khw loj thoob plaws lub tebchaws yog 3266 cny / tuj, nce 2 cny / tuj los ntawm hnub ua lag luam dhau los.Tsis ntev los no, kev muab khoom thiab kev xav tau ntawm cov khoom seem steel tau pom tias muaj ob qho qauv tsis muaj zog.Nrog rau yav tom ntej rebounding thiab cov khoom tiav cov nqi stabilizing, cov khoom seem steel lag luam, uas muaj ob peb cov peev txheej, tau muaj zog ib ntus.Tus nqi txais kev lag luam tau poob nrog steel mills rau ib qho twg, thiab cov khoom me me thiab cov tub lag luam xa khoom xa tuaj.Kev nrawm nrawm nrawm, thiab kev txais lub siab xav zoo li ceev faj.
  • Nws cia siab tias cov nqi seem yuav ruaj khov rau ntawm 6th.

 

Steel kev lag luam forecast

  • Saib rov qab ntawm kev ua lag luam hlau nyob rau lub Xya Hli, tag nrho cov kev sib tw ntawm kev kub ntxhov thiab kev txav mus los tau tshwm sim.
  • Nkag mus rau lub Yim Hli, lub caij tawm mus yuav dhau mus, thiab kev txo qis ntawm cov hlau tsis huv hauv ntau qhov chaw tab tom hloov ntawm kev cia siab mus rau qhov tseeb.
  • steel mills teb li cas?Lub lag luam steel mus li cas thaum Lub Yim Hli?

Core point of view:
1. Qee lub tshuab steel hlau tau npaj los yog npaj rau kev txo cov zis.Steel mills yuav tsum tsis tsuas yog ua kom cov nyiaj tau los tab sis kuj xyuas kom meej tias cov zis tsis siab dua li tib lub sijhawm xyoo tas los.Nyob rau hauv cov nqe lus ntawm ntau yam qauv, lawv yuav inclined ntau inclined los txo cov zus tau tej cov yam tsawg-profit ntau yam, yog li kev tsim steel yuav yog lub hom phiaj ntawm kev txo ntau lawm nyob rau hauv lub sij hawm tom ntej.
2. Cov kws tshaj lij steel feem ntau ntseeg tias kev ua lag luam hlau yuav tsum hloov pauv hauv lub Yim Hli, tab sis nws yuav tsum tau ua tib zoo saib xyuas kev ua raws li cov cai.

  • Ntawm qhov khoom siv:Hnub Friday no, cov khoom tsim tawm ntawm ntau yam steel khoom yog 10.072 lab tons, nce ntawm 3,600 tons ntawm ib lub lis piam-rau-lub lim tiam.Ntawm lawv, cov zis ntawm rebar yog 3,179,900 tons, poob ntawm 108,800 tons ntawm ib lub lis piam-rau-lub hlis;cov zis ntawm kub dov coils yog 3.2039 lab tons, nce 89,600 tons ntawm ib lub lis piam-rau-lub hlis.
  • Raws li kev thov:Qhov pom tseeb ntawm kev siv ntau hom hlau rau hnub Friday no yog 9,862,200 tons, ib lub lis piam-rau-lub lim tiam txo ntawm 248,100 tons.
  • Raws li cov khoom siv:Lub lim tiam no tag nrho cov khoom lag luam steel yog 21,579,900 tons, nce 209,800 tons ntawm ib lub lis piam-rau-lub lim tiam.Ntawm lawv, cov khoom lag luam steel mills yog 6,489,700 tons, nce 380,500 tons ntawm ib lub lis piam-rau-lub lim tiam;cov khoom lag luam sib raug zoo yog 15.09,200 tons, txo qis ntawm 170,700 tons ntawm ib lub lis piam-rau-lub lim tiam.
  • Txoj cai:Shanxi Xeev npaj yuav txo qis cov hlau tsis zoo hauv xyoo 2021. Tsuas yog qee lub tuam txhab uas muaj cov haujlwm txo qis, cov tuam txhab hlau thiab hlau siv cov ntaub ntawv pov thawj xyoo 2020 los ua qhov kev ntsuam xyuas los xyuas kom meej tias cov khoom siv hlau tsis zoo rau xyoo no tsis nce xyoo. nyob rau xyoo.


Post lub sij hawm: Aug-06-2021