Steel mills tau nce nqi ntawm qhov loj, thiab luv luv steel nqi yuav hloov tau zoo heev.
- TSAB NTAWV: Thaum Lub Kaum Ib Hlis 25, kev lag luam steel hauv tsev feem ntau tau nce, thiab tus nqi qub ntawm Tangshan Pu's billet tseem nyob ruaj khov ntawm 4,320 cny / ton.Tsav los ntawm kev nce hauv kev lag luam hmo ntuj yav tom ntej, feem ntau ntawm kev tsim kho hauv tsev steel nqi tau nce thaum sawv ntxov.Los ntawm qhov kev xav ntawm kev lag luam, qhov nce ntxiv nyob rau ob peb hnub dhau los tau ua rau cov dej ntws qis tsis tau yuav, kev lag luam siab tau pom tseeb, kev xav tau tsawg dua, thiab kev lag luam kev lag luam tsis muaj zog.
Nyob rau 25th, NOV, lub ntsiab quab yuam ntawm yav tom ntej qhib thiab oscillated.Tus nqi kaw ntawm 4255 tau nce los ntawm 2.55%.DIF thiab DEA tau nce mus rau ob qho kev qhia, thiab RSI peb-kab qhia tau nyob ntawm 44-69, khiav ntawm nruab nrab khiav thiab sab sauv ntawm Bollinger Band.
Steel Spot Market:
- Kev tsim kho steel:Thaum Lub Kaum Ib Hlis 25, tus nqi nruab nrab ntawm 20mm peb-theem seismic rebar nyob rau hauv 31 lub nroog loj thoob plaws lub tebchaws yog 4,820 cny / ton, nce ntawm 27 cny / tuj los ntawm hnub ua lag luam dhau los.Tsis ntev los no, kev tsim khoom ntawm rebar tau rov zoo dua me ntsis, thiab ob qho tib si lub Hoobkas thiab cov chaw khaws khoom hauv zej zog tau poob qis.Nyob rau tib lub sijhawm, qhov pom tau tias kev siv tau rov zoo dua me ntsis, tab sis nws tseem qis dua li tib lub sijhawm xyoo tas los.Nyob rau hauv luv luv, txawm hais tias cov hauv paus ntsiab lus ntawm rebar tau txhim kho rau qee qhov, raws li huab cua hloov txias, tseem muaj chaw rau kev thov kom poob.Nyob rau hauv lub neej yav tom ntej, peb yuav tsum tau them sai sai rau qhov kev tso tawm siv ntawm cov davhlau ya nyob twg xav tau tom qab tus nqi rebound.Hmoov zoo, cov xov xwm tsis tu ncua ntawm kev txwv ntau lawm nyob rau sab qaum teb tau txhawb kev lag luam kev ntseeg siab rau qee yam.Yog li ntawd, nws cia siab tias cov nqi tsim kho hauv tsev steel yuav txuas ntxiv ntxiv dag zog rau 26th.
- Kub dov coil:Thaum Lub Kaum Ib Hlis 25, tus nqi nruab nrab ntawm 4.75 hli kub dov coil hauv 24 lub nroog loj thoob plaws lub tebchaws yog 4,825 cny / ton, nce ntawm 27 cny / tuj los ntawm hnub ua lag luam dhau los.Ntau qhov ntsuas ntawm kub-dov coils tau ua tau zoo nyob rau lub lim tiam no.Cov khoom tsim tawm txhua lub lim tiam thiab cov tsev khaws khoom hauv zej zog tau poob qis, thaum cov chaw tsim khoom thiab cov tsev khaws khoom tau nce ntxiv.Kev ua lag luam tau zoo siab txog kev txo cov khoom lag luam, thiab qee cov ntaub ntawv thiab cov khoom tshwj xeeb yog tawm ntawm cov khoom lag luam.Feem ntau, kev lag luam kev xav tau zoo dua me ntsis hauv ob hnub dhau los vim kev ua lag luam tau nce.Tom qab muaj kev poob qis tsis tu ncua, cov tub lag luam muaj lub siab xav kom nce tus nqi, tab sis tib lub sijhawm, lawv muaj lub siab xav kom txo cov khoom muag.Nws cia siab tias lawv yuav yog qhov zoo tshaj plaws thiab muaj tseeb nyob rau yav tom ntej.Hauv kev ua si.Ntawm tag nrho, lub teb chaws kub-dov coil lag luam xav tias yuav hloov pauv mus rau 26th.
- Cold Rolled Coil:Thaum Lub Kaum Ib Hlis 25, tus nqi nruab nrab ntawm 1.0 hli txias coil hauv 24 lub nroog loj thoob plaws lub tebchaws yog 5518 cny / ton, nce ntawm 13 cny / ton ntawm hnub ua lag luam dhau los.Txog rau thaum xaus ntawm lub hli, cov hlau loj loj tau ua tiav cov nqi sib tham rau lub Kaum Ib Hlis.Qee cov tub lag luam muaj chaw rau kev sib tham ntawm cov nqi sib pauv kom thiaj li xa cov khoom xa tuaj.Nyob rau hauv cov nqe lus ntawm cov khoom muag, raws li Mysteel cov ntaub ntawv tsis tiav, tam sim no txias-kuav los tiag steel zeb cov khoom muag yog 346,800 tons, nce 5,200 tons nyob rau ib lub lim tiam-rau-hli, thiab cov khoom muag hauv zej zog yog 1.224 lab tons, uas yog qhov txo qis. 3 lab tons ntawm ib lub lis piam-rau-lub hlis.Toj.Yog li ntawd, nws tau cia siab tias qhov chaw txias-kuav los tiag ntawm tus nqi ntawm 26th yuav tsis muaj zog thiab ruaj khov.
- Phaj:Thaum Lub Kaum Ib Hlis 25, tus nqi nruab nrab ntawm 20 hli dav dav daim phiaj hauv 24 lub nroog loj thoob plaws lub tebchaws yog 5158 cny / ton, nce ntawm 22 cny / tuj los ntawm hnub ua lag luam dhau los.Raws li Mysteel cov ntaub ntawv tsim khoom txhua lub limtiam thiab cov khoom muag, kev tsim cov phaj nruab nrab tau nce lub lim tiam no, thiab kev nce hauv zej zog warehouses thiab nce hauv lub Hoobkas warehouses.Kev muag khoom siab txuas ntxiv hloov mus rau steel mills.Tus nqi sib txawv tam sim no yog kwv yees li 340 yuan / tuj, uas yog qis dua tus nqi sib txawv.Siab, steel mills muaj lub siab txaus los tsim cov phaj nruab nrab.Nyob rau tib lub sijhawm, cov neeg ua haujlwm muaj kev nkag siab zoo ntawm kev pheej hmoo aversion thiab tsawg dua ntxiv.Ntawm qhov tod tes, kev lag luam xav tau tseem nyob rau lub caij so, thiab tus nqi ntawm cov phaj yuav nyob twj ywm thiab ruaj khov nyob rau lub sijhawm luv luv, thiab tom qab ntawd nws tseem yuav poob mus ntxiv.
Raw Material Spot Market:
- Imported ore:Thaum Lub Kaum Ib Hlis 25, kev lag luam hlau ore hauv Shandong tau hloov pauv mus rau sab saud, kev lag luam kev xav tau nyob ntsiag to, thiab muaj kev lag luam tsawg dua.Raws li lub sijhawm xovxwm, qee qhov kev lag luam hauv khw tau tshawb xyuas: Qingdao Chaw nres nkoj: Super tshwj xeeb hmoov 440 cny / tuj;Lanshan Chaw nres nkoj: Daim npav hmoov 785 cny / tuj, Uzbek 825 cny / ton.
- Coke:Lub Kaum Ib Hlis 25, lub khw coke tau ua haujlwm ib ntus tsis tu ncua.Ntawm cov khoom lag luam, vim kev tshuaj xyuas ib puag ncig thiab kev hloov pauv tsis tu ncua ntawm tus nqi poob, tag nrho cov kev khiav hauj lwm ntawm cov nroj tsuag coking yog tsawg, cov tuam txhab coking poob cov txiaj ntsig, thiab tag nrho cov khoom lag luam tau txwv tsis pub.Cov khoom lag luam txuas ntxiv poob.Txawm li cas los xij, vim kev lag luam poob qis, kev xa khoom tsis zoo thiab nkees.Nyob rau hauv cov nqe lus ntawm kev thov, steel nqi lag luam tau rebounded me ntsis tsis ntev los no, thiab profits ntawm steel tuam txhab uas muag tau txhim kho.Txawm li cas los xij, steel mills tseem muaj kev cia siab ntawm kev poob qis hauv coke, thiab lawv tseem tsom mus rau qhov xav tau ntawm kev yuav khoom.Tam sim no, cov nroj tsuag coking muaj zog heev los txo cov nqi coke.Nws yuav nyuaj rau cov nqi coke txuas ntxiv txo qis hauv lub sijhawm luv.Lub lim tiam no, qhov nruab nrab kub hlau tsis suav cov nqi se ntawm cov qauv hlau loj hauv Tangshan cheeb tsam yog 3085 yuan / ton, thiab cov nqi nruab nrab ntawm cov nqi se suav nrog yog 4,048 cny / ton, uas tau txo qis los ntawm 247 cny / ton ntawm yav dhau los. Lub hli, piv nrog rau cov tam sim no dav dav billet ex-Factory nqi ntawm 4,320 cny rau lub Kaum Ib Hlis 24. Piv nrog rau ton, qhov nruab nrab cov nyiaj tau los ntawm steel mills yog 272 cny / ton, uas yog nce ntawm 387 cny / ton ntawm ib lub lis piam-rau. - lub lim tiam.Tam sim no, ob qho tib si cov khoom siv thiab kev xav tau hauv kev lag luam coke tsis muaj zog, cov nqi poob qis, thiab cov khoom lag luam qis qis qis qis.Hauv lub sijhawm luv luv, kev lag luam coke tsis muaj zog.
- Cov khoom seem:Thaum Lub Kaum Ib Hlis 25, tus nqi nruab nrab ntawm cov khoom seem hauv 45 lub khw loj thoob plaws lub tebchaws yog RMB 2832 / tuj, nce ntawm RMB 50 / tuj los ntawm hnub ua lag luam dhau los.Lub khw muag khoom seem tam sim no ua haujlwm nyob rau hauv qhov nqaim thiab ntawm sab muaj zog.Niaj hnub no, cov nqi ntawm cov dub yav tom ntej thiab cov khoom tiav tseem muaj kev nce siab, uas ua rau cov nqi seem.Steel mills tau ua tiav nkag mus rau lub caij ntuj no cia rau theem, nce nqi seem steel kom nqus cov khoom.Kev ua lag luam rau cov khoom siv hlau feem ntau nruj, thiab qee qhov kev ua lag luam yog bullish thiab tsis tuaj yeem khaws cia, thiab cov tub luam muaj teeb meem tau txais cov khoom.Lub khw muag khoom seem yuav tsum sib sau ua ke hauv qhov nqaim hauv lub sijhawm luv.
Kev muab khoom thiab kev xav tau ntawm kev lag luam steel:
- Ntawm qhov chaw muab khoom: Raws li Mysteel txoj kev tshawb fawb, cov khoom tsim tawm ntawm cov khoom siv hlau loj yog 8,970,700 tons rau hnub Friday no, qhov txo qis ntawm 71,300 tons ntawm ib lub lis piam-rau-lub lim tiam.
- Nyob rau hauv cov nqe lus ntawm kev thov: qhov pom meej noj ntawm ntau hom hlau rau hnub Friday no yog 9,544,200 tons, nce ntawm 85,700 tons ntawm ib lub lis piam-rau-lub lim tiam.
- Nyob rau hauv cov nqe lus ntawm cov khoom muag: lub lim tiam no tag nrho cov khoom muag steel yog 15.9622 lab tons, ib asthiv-rau-lub lim tiam txo ntawm 573,500 tons.Ntawm lawv, cov khoom lag luam steel mills yog 5.6109 lab tons, ib asthiv-rau-lub limtiam poob ntawm 138,200 tons;steel kev lag luam cov khoom lag luam yog 10.351 lab tons, ib lub lim tiam-rau-lub lim tiam txo ntawm 435,300 tons.
- Kev sib raug zoo ntawm kev muab khoom thiab kev xav tau hauv kev lag luam steel tau txhim kho lub lim tiam no, nrog rau kev nce nqi ntawm cov khoom siv raw thiab roj, thawb tus nqi steel kom ntxiv dag zog.Kev cuam tshuam los ntawm lub caij cua sov thiab lub caij ntuj no Olympics, txawm tias tom qab steel mills rov pib tsim khoom vim kev txhim kho cov txiaj ntsig, kev nthuav dav yuav tsis loj, thiab nws tsis tsim nyog rau overly bullish tus nqi ntawm raw khoom thiab roj.Tsis ntev los no, kev xav tau kev xav tau kuj tseem muaj zog, thiab nws yog qhov tsis ntseeg tias qhov kev yuav khoom ntawm cov khoom siv hauv lub caij off-season tseem yuav txhim kho.Lub sij hawm luv luv steel nqi yuav qeeb qeeb, thiab nws tsis tsim nyog ua qhov zoo tshaj plaws.
Source: Mysteel.
Editor: Ali
Post lub sij hawm: Nov-26-2021