Weekly Steel Morning Post.

Lub billet tau nce ntau dua 15 las lub lim tiam dhau los.Cov nqi hlau tau zoo li lub lim tiam no...

Lub lim tiam dhau los, kev txwv kev tsim khoom kub ntxhov tau nce siab, thiab cov nqi lag luam steel tau hloov pauv thiab hloov pauv dav.Ua ntej tshaj plaws, qhov chaw ua lag luam thaum pib ntawm lub lim tiam feem ntau ua rau nce siab, tab sis tom qab ntawd qhov chaw ua lag luam nyob rau nruab nrab ntawm lub lim tiam tsis zoo, kev ua lag luam tau ceev faj, thiab cov lus hais ntawm qee yam poob.Raws li lub asthiv dhau los, nyob rau hauv kev cuam tshuam ntawm kev txwv ntau lawm, Tangshan steel billet tau nce siab.Nyob rau tib lub sijhawm, kev ua lag luam kev ua lag luam muaj zog, thiab qhov chaw ua lag luam kev xav tau txhawb nqa, thiab cov lus hais tau ntxiv dag zog raws li.

Cov khoom muag ntawm ntau hom kev lag luam thoob plaws lub tebchaws:

Kev tsim kho steel:Lub lim tiam dhau los, cov nqi tsim kho hauv tebchaws tau pom tias muaj kev hloov pauv tsis zoo thiab lub zog muaj zog.Qhov laj thawj tseem ceeb yog vim li cas cov hlau dub yav tom ntej tau nce siab heev thaum kawg ntawm lub asthiv dhau los, thiab daim ntawv nyiaj rov qab tau pom qhov nce siab nyob rau lub asthiv.Tom qab qhib, cov tub lag luam cov nqi tau nce siab, tab sis lub khw muag khoom feem ntau lees txais cov nqi siab, thiab cov nqi siab poob qis heev.Txawm li cas los xij, raws li kev lag luam yav tom ntej tau rov zoo dua, cov neeg lag luam nruab nrab thiab cov kev xav hauv lub davhlau ya nyob twg tau zoo.Tom qab cov tub lag luam pib mloog zoo thiab ua kom lub ntim, tus nqi tau nce ntxiv, tab sis tus nqi siab tau tsoo lub phab ntsa dua.Tus nqi siab poob tam sim no, thiab tag nrho cov qauv ntawm lub lim tiam tau hloov pauv.tus Tswv.

Los ntawm kev xav ntawm kev muab khoom,kev tsim khoom tau nce ntxiv rau lub lim tiam no, thiab tus nqi nce tau nqaim.Los ntawm cov tswv yim thev naus laus zis, qhov nce ntxiv tseem yog qhov tseem ceeb hauv cov hluav taws xob hluav taws xob thiab cov chaw tsim hluav taws xob hloov kho, thiab cov kev faib ua feem ntawm cov tuam txhab tsim khoom ntawm cov tuam txhab blast furnace yog qhov tseem ceeb tib yam li lub lim tiam dhau los;los ntawm txoj kev xav ntawm cov xeev,Shandong kev txo qis ntau lawm yog qhov tseem ceeb, feem ntau cuam tshuam nrog kev tiv thaiv ib puag ncig thiab kev txwv ntau lawm;Thaum Guangdong, Kev tsim cov txheej txheem ntev thiab luv luv hauv Guangxi, Zhejiang, Hubei thiab lwm lub xeev tau maj mam rov qab los, thiab cov zis tau nce ntau.

Raws li kev thov:Hais txog kev lag luam, nrog rau lub sijhawm dhau los, qhov kev thov davhlau ya nyob twg txuas ntxiv rov qab rau lub lim tiam no, thiab kev lag luam ua tau zoo dua li lub sijhawm dhau los.Txawm li cas los xij, tseem muaj qhov sib txawv ntawm kev ua lag luam thiab lub caij xav tau siab tshaj plaws.Nyob rau hauv cov nqe lus ntawm kev pauv cov ntaub ntawv, raws li ntawm 12th, qhov nruab nrab txhua lub limtiam pauv ntim ntawm 237 distributors thoob plaws lub teb chaws yog 181,300 tons, nce 20,400 tons los ntawm lub lim tiam dhau los qhov nruab nrab ntawm lub limtiam kev sib pauv, nce 12.68%.

Los ntawm kev xav ntawm kev xav:Tom qab hnub so, tus nqi nce sai tau ua rau tus nqi siab tom qab kev daws teeb meem rau cov tub lag luam.Txawm li cas los xij, vim tag nrho cov kev pom zoo ntawm kev ua lag luam pom, kev txaus siab los tswj tus nqi ntawm tus nqi qis.Txawm li cas los xij, nrog tus nqi nce sai, kev hloov pauv tau poob dua, thiab kev txhawb nqa tus nqi siab yog dav dav.Yog li ntawd, cov lag luam hauv zos tam sim no lub siab xav tau ceev faj thiab ntshai ntawm qhov siab sib koom ua ke.Ntawm qhov tod tes, nws cia siab tias tus nqi ntawm kev tsim kho steel yuav hloov pauv mus rau theem siab ntawm lub lim tiam tom ntej.

Cov kav hlau:Kev lag luam hauv tsev seamless yeeb nkab nqi tau nce siab rau lub lim tiam no.Lub lim tiam dhau los, kev lag luam hauv tsev welded yeeb nkab nqi tau nce tag nrho, thiab cov khoom lag luam hauv zej zog poob.Raws li Mysteel cov ntaub ntawv khaws cia, txij li lub Peb Hlis 12, tus nqi nruab nrab ntawm 4 nti * 3.75mm welded kav hauv 27 lub nroog loj thoob plaws lub tebchaws yog 5,225 yuan / ton, uas yog nce ntawm 61 yuan / ton ntawm tus nqi nruab nrab ntawm 5164. yuan/ton tas hnub Friday.Nyob rau hauv cov nqe lus ntawm cov khoom muag: Lub teb chaws cov khoom muag ntawm welded kav rau lub Peb Hlis 12 yog 924,600 tons, ib tug txo ntawm 18,900 tons los ntawm 943,500 tons kawg Friday.
Lub lim tiam no, lub neej yav tom ntej dub tau rov qab los tom qab poob, uas yog qhov zoo rau lub khw muag khoom.
Nyob rau hauv cov nqe lus ntawm raw khoom, tus nqi ntawm billet thiab strip steel yog ruaj rau lub lim tiam no, txhawb tus nqi ntawm cov yeeb nkab steel.Ntawm qhov kev thov sab, raws li qhov kub thiab txias nce, cov chaw tsim kho hauv qab tau pib ib qho tom qab, thiab cov kev xav tau hauv qab tau txhim kho.Ntawm cov khoom siv, cov khoom siv welded yeeb nkab tau siv.Cov yeeb nkab Hoobkas tau pib tsim ua ntej xyoo tas los thiab cov khoom txaus txaus.Ntawm qib macro, kev tiv thaiv ib puag ncig thiab kev txwv kev tsim khoom tau raug coj los siv hauv ntau thaj tsam lub lim tiam no, thiab kev xa khoom ntawm qee cov tuam txhab thiab cov tub luam tau cuam tshuam.
Lub lim tiam dhau los no, tus nqi ntawm cov kav dej welded hloov pauv tau zoo heev, uas qhia txog kev poob ua ntej thiab tom qab ntawd nce.Lub khw muag khoom tau chaotic.Kev yuav khoom qis qis tau ceev faj thiab kev lag luam qeeb.
Hauv cov ntsiab lus, nws cia siab tias lub teb chaws welded yeeb nkab nqi yuav hloov pauv thiab ua haujlwm ruaj khov rau lub lim tiam no.

Macro thiab industrial yam:

Macro xov xwm:Lub Tebchaws Ob Lub Rooj Sib Tham hauv 2021 yuav ua tiav tiav hauv Beijing;Sino-Asmeskas kev sib tham theem siab yuav muaj los ntawm Lub Peb Hlis 18 txog rau 19th;qhov "scissor gap" ntawm CPI thiab PPI yuav txuas ntxiv mus rau lub Ob Hlis;cov ntaub ntawv nyiaj txiag nyob rau lub Ob Hlis tshaj qhov kev cia siab;Tuam Tshoj thawj ob lub hlis kev lag luam txawv teb chaws tawm mus rau qhov pib zoo;tus naj npawb ntawm cov neeg thov nyiaj poob haujlwm thawj zaug hauv Tebchaws Meskas tau poob.

Cov ntaub ntawv taug qab:Ntawm cov nyiaj txiag, cov txiaj ntsig tag nrho hedged qhov loj hlob ntawm lub lim tiam dhau los.Nyob rau hauv cov ntaub ntawv ntawm kev lag luam cov ntaub ntawv, lub blast furnace kev khiav hauj lwm tus nqi ntawm 247 steel mills soj ntsuam los ntawm Mysteel poob mus rau 80%, thiab kev khiav hauj lwm tus nqi ntawm 110 thee ntxhua khaub ncaws thoob teb chaws yog 69.44%;tus nqi ntawm cov hlau ore poob qis heev nyob rau lub lim tiam, tus nqi ntawm rebar tau nce me ntsis, thiab cov nqi ntawm cov cement thiab pob zeb tseem tsis hloov.ruaj khov;Qhov nruab nrab niaj hnub muag khoom ntawm cov neeg nrog caij tsheb rau lub lim tiam yog 35,000, thiab Baltic BDI Performance index tau nce 7.16%.

Kev ua lag luam nyiaj txiag:Lub lim tiam dhau los, cov khoom lag luam loj yav tom ntej tau sib xyaw;Tuam Tshoj peb qhov kev lag luam loj tshaj plaws tau poob tag nrho, thaum peb qhov loj hauv Teb Chaws Asmeskas cov khoom lag luam tau nce thoob plaws hauv pawg thawj coj;Hauv kev lag luam txawv teb chaws, US dollar Performance index kaw ntawm 91.61, nqis 0.38%.

Kev twv ua ntej lub lim tiam no:

Tam sim no, tag nrho kev ua lag luam kev sib tw yog chaotic, thiab feem ntau ntawm cov theem feem ntau cuam tshuam los ntawm qib ntawm raw khoom thiab yav tom ntej.Rau qhov tam sim no tus nqi siab qhov chaw, tag nrho kev lag luam kev lees txais yog tsawg.Ntawm qhov tod tes, cov tuam txhab steel tam sim no tseem muaj kev cia siab txog kev hloov pauv ntawm cov nqi tsim khoom hauv lub sijhawm luv luv, thiab cov nqi rov qab rov qab los ntawm cov khoom muag tau ruaj khov ntawm qib siab.Yog li ntawd, txawm tias muaj kev cia siab ntawm kev ua tiav cov txiaj ntsig ntawm theem no, kev ua lag luam tiag tiag yog ceev faj, uas yuav ua rau Spot ups thiab downs yog qhov teeb meem.

Ntawm qhov tod tes, qhov tsis sib xws ntawm tus nqi thiab kev thov nyob rau theem no tseem muaj, txawm hais tias nws tsis yog ntse, tab sis nyob rau hauv cov ntaub ntawv ntawm tus nqi tam sim no tseem nyob rau theem siab, nyob rau lub sij hawm luv luv, tus nqi yuav raug kho los ntawm siab. kev hloov pauv.


Lub sij hawm xa tuaj: Mar-15-2021