INTERNATIONAL NEWS
▲ Lub Plaub Hlis, Markit tsim PMI thiab kev lag luam kev pabcuam PMI ob qho tib si ntaus cov ntaub ntawv siab.Tus nqi pib ntawm Markit Manufacturing PMI hauv Tebchaws Meskas thaum lub Plaub Hlis yog 60.6, uas tau kwv yees yog 61, thiab tus nqi dhau los yog 59.1.Tus nqi pib ntawm Markit kev lag luam kev pabcuam PMI hauv Tebchaws Meskas thaum lub Plaub Hlis yog 63.1, thiab tus nqi kwv yees yog 61.5.Tus nqi dhau los yog 60.4.
▲ Tuam Tshoj thiab Tebchaws Meskas tau tshaj tawm tsab ntawv tshaj tawm txog kev daws teebmeem kev nyab xeeb: cog lus rau kev koom tes nrog kev sib koom tes thiab ua haujlwm nrog lwm lub tebchaws los daws teebmeem kev nyab xeeb, ob lub tebchaws npaj yuav ua kom tsim nyog rau kev nqis peev thoob ntiaj teb thiab nyiaj txiag los txhawb kev txhim kho. lub teb chaws los ntawm high-carbon fossil zog mus rau ntsuab thiab tsawg-carbon Thiab renewable zog hloov.
▲ Lub Rooj Sib Tham Boao rau Asia daim ntawv tshaj tawm "Asian Economic Prospects thiab Integration Process" tau taw qhia tias, tos ntsoov rau 2021, Asian kev lag luam yuav muaj kev loj hlob zoo, nrog kev lag luam kev loj hlob yuav ncav cuag ntau dua 6.5%.Cov kab mob sib kis tseem yog qhov hloov pauv tseem ceeb uas cuam tshuam ncaj qha rau Asian kev lag luam kev lag luam.
▲ Daim ntawv tshaj tawm sib koom US-Nyiv tau hais tias US Thawj Tswj Hwm Biden thiab Nyij Pooj Tus Thawj Kav Tebchaws Yoshihide Suga tau tsim kev sib koom ua ke huab cua hauv Asmeskas-Nyiv;Tebchaws Asmeskas thiab Nyij Pooj tau cog lus tias yuav txiav txim siab txog huab cua los ntawm 2030 thiab ua tiav cov pa hluav taws xob zero tsev cog khoom los ntawm 2050 Lub hom phiaj.
▲ Lub Tuam Txhab Tuam Txhab Nyiaj Txiag ntawm Russia tau npaj txhij txog nce tus paj laum tseem ceeb rau 5%, piv rau 4.5% yav dhau los.Central Bank ntawm Russia: Kev rov qab sai sai hauv kev thov thiab kev nce nqi nce siab yuav tsum tau rov qab ua ntej ntawm txoj cai tswjfwm nyiaj txiag nruab nrab.Ua raws li txoj cai tswjfwm kev lag luam, tus nqi nyiaj txiag txhua xyoo yuav rov qab mus rau lub hom phiaj ntawm Central Bank of Russia nyob rau nruab nrab xyoo 2022, thiab tseem yuav nyob ze rau 4%.
▲ Thaib cov khoom xa tawm hauv lub Peb Hlis nce 8.47% xyoo-rau-xyoo, thiab xav tias yuav poob 1.50%.Thaib cov khoom xa tuaj rau lub Peb Hlis tau nce 14.12% xyoo-rau-xyoo, uas kwv yees nce 3.40%.
STEEL INFORMATION
▲ Tam sim no, thawj cov khoom xa tuaj ntawm 3,000 tons ntawm cov khoom siv hlau siv los ntawm Xiamen International Trade tau ua tiav kev lis kev cai.Qhov no yog thawj cov khoom xa tuaj ntawm cov khoom siv hluav taws xob siv hluav taws xob thiab cov khoom siv hlau uas tau kos npe thiab ua tiav tiav los ntawm Fujian cov tuam txhab txij li kev siv cov kev cai ntawm kev xa tawm dawb ntawm cov khoom siv hluav taws xob siv hluav taws xob hauv tsev xyoo no.
▲ Tuam Tshoj Iron thiab Steel Association: Nyob rau lub Peb Hlis 2021, cov lag luam tseem ceeb ntawm cov hlau thiab hlau ua tau tag nrho ntawm 73,896,500 tons ntawm cov hlau tsis zoo, tau hnav khaub ncaws xyoo ntawm 18.15%.cov khoom tsim tawm niaj hnub ntawm cov hlau tsis huv yog 2,383,800 tons, tau nqis ib hlis dhau ib hlis ntawm 2.61% thiab tau nce xyoo ntawm 18.15%.
▲ Ministry of Industry thiab Information Technology: Kev nce nqi ntawm cov khoom lag luam muaj feem cuam tshuam rau kev lag luam kev lag luam, tab sis qhov cuam tshuam feem ntau tswj tau.Cov kauj ruam tom ntej no yuav tsum ua tib zoo ntsuas nrog rau cov chaw haujlwm uas cuam tshuam los txhawb kev ruaj khov ntawm cov nqi raw khoom thiab tiv thaiv kev ntshai yuav los yog hoarding hauv khw.
▲ Hebei Xeev: Peb yuav nruj me ntsis tswj cov thee siv hauv kev lag luam tseem ceeb xws li hlau thiab txhawb nqa photovoltaic, cua zog thiab hydrogen zog.
▲ Asia billet tus nqi txuas ntxiv lawv qhov kev nce siab rau lub lim tiam no, nce siab tshiab hauv ze li 9 xyoo, feem ntau yog vim muaj kev xav tau zoo los ntawm Philippines.Raws li lub Plaub Hlis 20, tus nqi tseem ceeb ntawm cov khoom siv hluav taws xob nyob rau sab hnub tuaj Asia yog nyob ib puag ncig US $ 655 / tuj CFR.
▲ National Bureau of Statistics: Cov khoom siv hlau tsis zoo hauv Hebei thiab Jiangsu tau tshaj 10 lab tons hauv lub Peb Hlis, thiab cov khoom sib xyaw ua ke suav txog 33% ntawm lub teb chaws cov khoom siv tag nrho.Ntawm lawv, Hebei Xeev tau ua thawj zaug nrog cov khoom siv hlau tsis zoo ntawm 2,057.7 txhiab tons, tom qab ntawd Jiangsu Xeev nrog 11.1864 lab tons, thiab Shandong Province nyob qib thib peb nrog 7,096,100 tons.
▲ Thaum Lub Plaub Hlis 22, "Steel Industry Low-Carbon Work Promotion Committee" tau tsim tsa.
OCEAN FREIGHT FOR CONTAINER CARGO NTAWM INTERNATIONAL ROUTES
CHINA/EAST ASIA - NORTH EUROPE
CHINA/EAST ASIA - MEDITERRANEAN
MARKET analysis
▲ TICKET:
Lub lim tiam dhau los, ex-Factory tus nqi ntawm billet yeej tseem nyob ruaj khov.Rau thawj plaub hnub ua haujlwm, cov peev txheej carbon billet ntawm steel mills hauv cheeb tsam Changli tau tshaj tawm ntawm 4,940 CNY / Mt suav nrog se, uas tau nce 10 CNY / Mt rau hnub Friday thiab 4950 CNY / Mt suav nrog se.Internal fluctuation qhov chaw yog txwv.Nyob rau theem pib, vim qhov poob ntawm cov txiaj ntsig ntawm billet dov mills hauv thaj tsam Tangshan, ob peb twb tau tso tseg lawm.Nyob rau 22nd ntawm lub lim tiam dhau los, lub zos dov mills nkag mus rau lub xeev ntawm kev ncua raws li tsoom fwv cov cai.Qhov kev thov rau billets txuas ntxiv mus qeeb, thiab tag nrho cov khoom lag luam hauv zos tau nce mus rau 21.05 rau plaub hnub sib law liag.Txawm li cas los xij, tus nqi tsis tau cuam tshuam los ntawm qhov no, tab sis tus nqi tau raug txo.Hloov chaw, nws tau nce me ntsis.Qhov kev txhawb nqa tseem ceeb yog qhov txwv kev xa khoom ntim ntawm steel mills.Tsis tas li ntawd, muaj ntau qhov kev hloov pauv tom ntej ntawm billets thaum kawg ntawm lub Plaub Hlis.Nyob ze rau lub hli kawg, muaj qee qhov kev thov rau qee qhov kev txiav txim.Nws zoo nkaus li tias, ntxiv rau qhov tsis hloov pauv thiab nce ntawm cov qwj lub lim tiam no, tus nqi ntawm billet tseem nyob hauv ntau yam.Nws cia siab tias tus nqi ntawm billet tseem yuav hloov pauv mus rau theem siab hauv lub lim tiam no, nrog rau chav txwv rau kev nce thiab nqis.
▲ IRON ORE:
Cov hlau ore kev lag luam tus nqi tau nce siab heev lub lim tiam dhau los.Nyob rau hauv cov nqe lus ntawm domestically-tsim mines, tseem muaj ib tug divergence nyob rau hauv lub regional nqi nce.Los ntawm ib cheeb tsam kev xav, tus nqi nce ntawm cov hlau refined hmoov nyob rau hauv North Tuam Tshoj thiab Northeast Tuam Tshoj yog ntau dua li nyob rau hauv Shandong.Los ntawm kev xav ntawm North Tuam Tshoj, tus nqi ntawm cov hmoov refined nyob rau hauv Hebei coj qhov nce nyob rau hauv sab qaum teb Tuam Tshoj xws li Inner Mongolia thiab Shanxi.Kev ua lag luam pellet nyob rau qee qhov chaw ntawm North Tuam Tshoj tau nce lub zog vim qhov tsis txaus ntawm cov peev txheej, thaum cov nqi pellet nyob rau lwm thaj tsam tau ruaj khov ib ntus.Los ntawm kev nkag siab txog kev ua lag luam, cov tuam txhab lag luam hauv cheeb tsam Tangshan tseem nruj me ntsis ua raws li cov cai txwv kev tsim khoom.Tam sim no, qhov tsis txaus ntawm cov khoom siv hauv tsev tsim cov hmoov zoo thiab cov khoom siv pellet tau ua rau kev lag luam xav tau hauv qee thaj chaw kom dhau qhov kev thov.Raw khoom mine xaiv chaw tsim tshuaj paus, tus neeg muag khoom tuav nruj qhov chaw thiab muaj zog txaus siab los txhawb tus nqi.
Nyob rau hauv cov nqe lus ntawm imported ore, txhawb los ntawm cov cai thiab cov nyiaj tau los siab, hlau ore chaw ua lag luam tus nqi tau nce siab.Txawm li cas los xij, cuam tshuam los ntawm cov xov xwm ntawm kev txwv ntau lawm hauv ntau qhov chaw, cov nqi lag luam tau ruaj khov nyob ze rau lub asthiv.Los ntawm kev xav ntawm kev ua lag luam tag nrho, cov nqi hluav taws xob hauv tsev tam sim no tseem nce ntxiv, thiab cov txiaj ntsig nruab nrab ntawm ib tuj tau nce ntau dua 1,000 yuan.Cov txiaj ntsig loj ntawm cov nqi hlau txhawb kev yuav khoom ntawm cov khoom siv raw.Qhov nruab nrab txhua hnub molten hlau tso zis ob qho tib si rebounded lub hli-rau-hli thiab xyoo-rau-xyoo, thiab cov zis tau ntaus siab tsis ntev los no.Raws li xov xwm kev lag luam hnub so txog kev lag luam hauv Wu'an, Jiangsu thiab lwm thaj chaw sib tham txog kev txo qis emissions thiab kev txwv ntau lawm, kev lag luam kev xav tau ceev faj lossis muaj kev pheej hmoo ntawm kev hu rov qab.Yog li ntawd, xav txog cov kev cuam tshuam saum toj no, nws xav tias kev lag luam hlau ore yuav hloov pauv mus rau lub lim tiam no.
▲ COKE:
Thawj puag ncig ntawm kev lag luam coke hauv tsev tau nce, thiab qhov thib ob ntawm kev nce siab yuav pib ze rau lub asthiv.Los ntawm qhov kev xav ntawm kev muab khoom, kev tiv thaiv ib puag ncig hauv Shanxi tau nruj.Qee lub tuam txhab coking hauv Changzhi thiab Jinzhong tau txwv ntau lawm los ntawm 20% -50%.Plaub qhov cub 4.3-meter coke tau npaj yuav tshem tawm thaum kawg ntawm Lub Rau Hli tau maj mam pib kaw, suav nrog lub peev xwm ntawm 1.42 lab tons.Cov tub lag luam tau khaws ntau cov khoom muag thiab qee lub tuam txhab steel tau pib ua kom tiav cov khoom lag luam ntawm cov lag luam coke.Tam sim no, cov khoom muag hauv cov lag luam coke feem ntau yog nyob rau theem qis.Cov tuam txhab lag luam coke tau hais tias qee hom coke yog nruj thiab yuav tsis txais cov neeg siv khoom tshiab rau lub sijhawm.
Los ntawm kev thov sab, cov nyiaj tau los ntawm steel mills yog ncaj ncees.Qee lub mills hlau uas tsis muaj kev txwv ntau lawm tau nce ntau lawm, uas ua rau qhov kev thov rau cov khoom siv coke, thiab qee qhov steel mills uas tsis tshua muaj cov khoom lag luam tau pib ntxiv lawv cov warehouses.Nyob ze lub asthiv, tsis muaj cov cim qhia txog kev so ntawm kev tiv thaiv ib puag ncig hauv Hebei.Txawm li cas los xij, qee cov nroj tsuag steel tseem muaj kev noj ntau ntawm coke.Cov khoom lag luam coke hauv cov nroj tsuag steel tau tam sim no tau noj qis dua qib tsim nyog.Kev yuav khoom rau coke tau maj mam rov qab los.Cov khoom lag luam coke nyob rau hauv ob peb cov nroj tsuag steel yog qhov ruaj khov rau lub sijhawm.
Kev txiav txim siab los ntawm qhov xwm txheej tam sim no, cov tuam txhab coke tam sim no xa khoom zoo, thiab kev xav tau hauv kev lag luam qis qis dua, tsav cov khoom siv thiab kev xav tau ntawm lub khw coke kom txhim kho, ua ke nrog cov khoom nruj ntawm qee cov khoom siv zoo, qee cov coke. cov tuam txhab muaj lub siab xav tsis txaus siab muag thiab tos kom loj hlob, thiab kev xa khoom ceev qeeb., Nws cia siab tias kev lag luam coke hauv tsev tuaj yeem siv qhov thib ob ntawm kev nce rau lub lim tiam no.
Lub sij hawm xa tuaj: Plaub Hlis-23-2021