Xov xwm

Txheej txheem cej luam ntawm cov khoom tiav lawm
Ntsia hlau xov: tus nqi hlau pas nrig hauv Hebei lag luam poob los ntawm siab mus rau qis: Anfeng poob los ntawm 20, Jiujiang poob los ntawm 20, Jinzhou stabilized, Chunxing poob los ntawm 20, Aosen poob los ntawm 20;Wu'an hlau pas nrig Yuhuawen, Jinding thiab Taihang;Tus nqi xauv hauv Wu'an lag luam yog 3515-3520;Nqe siv ntawm Anping tus me nyuam tsis suav cov se: 195/6.5 Aosen 3680 Anfeng 3675 Jiujiang 3710. Niaj hnub no, kev xa ncaj qha ntawm steel billets muaj qhov nruab nrab kev ua haujlwm.Tam sim no, qee qhov Tangshan steel billet warehousing chaw cov tub luam qhia txog 3690 yuan (ua se suav nrog), nrog ob peb kev hloov pauv;Nyob rau hauv cov nqe lus ntawm kev ua lag luam, lub lag luam yav tom ntej tuav lub ntsuab poob siab, kev ua lag luam speculation txaus siab rau txias, cov kev pab cuam theem siab poob me ntsis, lub lag luam cov tub lag luam tus nqi yog me ntsis qis, tos-thiab-saib mus ob peb vas nce, thiab trading feem ntau tsis muaj zog.Nws xav tias nyob rau lub sijhawm luv luv, tus nqi yuav ruaj khov thiab hloov pauv.
Sawb steel: tsis muaj zog hloov nyob rau hauv North China tropics.Tam sim no, 145 series nqaim band mainstream qhia 3930-3940, suav nrog se, tawm hauv lub Hoobkas.Kev lag luam tag nrho feem ntau tsis muaj zog, thiab kev yuav khoom hauv qab yog pom tseeb tos-thiab-pom.355 yog hais txog 3595-3605 liab qab qhov chaw nyob rau hauv lub lag luam broadband, uas yog ib txwm ruaj khov piv nrog rau yav tav su.Nyob rau yav tav su, tus qwj tuav lub ntsuab poob siab, tab sis cov tub lag luam tau txwv tsis pub txaus siab rau qis.Kev lag luam tam sim no yog qhov nruab nrab, tsuas yog tus nqi qis yog du.Tus nqi suav nrog se hauv Tangshan kev ua lag luam yog 3900-3920, tus nqi hauv Handan lag luam yog 3930-3940, thiab tus nqi hauv Tianjin Hoobkas yog 3930-3980.Tam sim no, txoj cai kev sib kis hauv ntau thaj tsam tau nthuav dav thiab xoob, thiab kev ua lag luam tsis muaj kev ntxhov siab loj tshwj tsis yog qhov kev thov tsis txaus.Yog li ntawd, lub downward qhov chaw tsis tau qhib tag nrho rau lub sij hawm, thiab lub hlwb hauv qab no tseem ruaj khov.Xav txog tus nqi them nyiaj yug, thiab kwv yees lossis kho qhov kev ruaj ntseg tseem ceeb.
Profile: tus nqi ntawm North China hom yog qhov ruaj khov thiab tsis muaj zog me ntsis.Tangshan: 5 fab 4050, Tangshan: 10 fab 4020, Tangshan: 16 ces kaum 4020, Cangzhou: 5 ces kaum 4210, Tianjin: 4 fab 4340, Handan: 5 fab 4060, Handan: 10 fab kev lag luam, 408 thaj tsam optimized, maj mam ntsuas qhov chaw. rov qab los, thiab qhov xwm txheej ntawm kev thauj khoom thauj khoom thauj khoom kuj tau txhim kho tas li.Txawm li cas los xij, thaum huab cua hloov txias, kev tsim kho ntawm cov terminals hauv ntau qhov chaw tau maj mam los txog qhov kawg.Qhov kev thov tsuas yog nyob rau hauv qhov chaw shrinking, thiab kev txaus siab ntawm kev yuav khoom hauv qab yog tsis txaus.Cov neeg nruab nrab kuj tau ceev faj txog tus nqi siab ntxiv, thiab xav tias tus nqi luv luv yuav ruaj khov thiab ua haujlwm.
Cov khoom siv yeeb nkab: cov nqi hauv East China tau nce thiab poob.Liaocheng seamless yeeb nkab daim ntawv nyob rau hauv Shandong xeev tau poob los ntawm 40, galvanized yeeb nkab los ntawm 30, Laiwu kauv yeeb nkab los ntawm 10, Hangzhou welded yeeb nkab thiab scaffold los ntawm 30, thiab kauv yeeb nkab los ntawm 60. Txoj cai zoo ntawm kev kis mob muaj qee yam cuam tshuam rau kev ua lag luam, thiab kev xav ntawm cov tub lag luam tau hloov.Txawm li cas los xij, tam sim no, kev lag luam kev lag luam tsis hloov pauv, thiab qee cov yeeb nkab nroj tsuag tau maj nrawm mus ua haujlwm rau kev txiav txim rov qab vim muaj kev sib kis.Tsis ntev los no, tus nqi ntawm cov khoom siv raw tau nce siab, thiab lub siab ntawm kev tswj cov nroj tsuag ua haujlwm tau nyiaj ntau dhau.Tsis tas li ntawd, cov txiaj ntsig ntawm lub caij nyoog tau hloov pauv, thiab kev lag luam xav tau rov qab maj mam.Tom qab kev txiav txim siab zoo, nws xav tias tus nqi ntawm cov kav dej yuav raug kho tsis tu ncua thiab me ntsis.
Kev tsom xam ntawm yav tom ntej snails
Cov lus piav qhia luv luv ntawm Qiaoluo: Qiaoluo 05 tau tswj hwm los ntawm kev poob siab thoob plaws hnub.Txhua hnub K kaw qhov zoo nyob rau hauv qhov nqaim, kaw 3808, thiab poob los ntawm 0.60% hauv 23. Daim ntawv qhia txhua hnub BOLL converged upward on the low track, and the KD index showed a dead cross trend.Lub teb chaws cov ntoo tiav tau poob ntau dua li sawv, thiab tus nqi nruab nrab ntawm txhua yam hloov pauv los ntawm 10-20.Qhov kev cia siab macro zoo tseem muaj.Feem ntau cov nqi peev txheej yog nyob rau sab siab, thiab cov neeg tsim khoom txaus siab los txhawb tus nqi.Txawm li cas los xij, lub caij off-season ntawm qhov kev thov sab yog tob zuj zus.Cov neeg siv kawg feem ntau yuav ntawm kev thov, thiab kev lag luam txuas ntxiv tsis muaj zog.Qee cov tub lag luam tsuas yog txo cov khoom muag hauv lawv cov haujlwm, thiab tsis zoo rau kev ua lag luam yav tom ntej.Nws tau pom zoo tias cov tub lag luam uas muaj cov khoom lag luam ntau yuav tsum txo lawv lub tsev rau khoom kom tsim nyog thaum cov khoom siab dua, thiab tos thiab saib thaum twg cov khoom tsawg dua.Kev co siab ntawm theem ntsia hlau, txhawb 3770, siab 3825, 3850, 3890.
Macro hotspot txhais
[China Steel Association: kev sib raug zoo ntawm tsib hom hlau loj hauv 21 lub nroog poob los ntawm 120000 tons thaum lub Kaum Ib Hlis]
Thaum lub Kaum Ib Hlis Ntuj lig, kev sib raug zoo ntawm tsib hom hlau loj hauv 21 lub nroog yog 7.39 lab tons, ib hlis ntawm lub hli poob ntawm 120000 tons, lossis 1.6%, thiab qhov poob qis txuas ntxiv mus rau qhov nqaim;970000 tons tsawg dua li thaum lub Kaum Hlis lig, nqis 11.6%;490000 tons tsawg dua thaum pib ntawm lub xyoo, nqis 6.2%;Ib xyoos ib zaug txo qis ntawm 1.42 lab tons, lossis 16.1%.
[Tuam Tshoj Federation of Logistics thiab Kev Yuav Khoom: Lub ntiaj teb kev tsim khoom lag luam tus thawj tswj hwm kev lag luam txuas ntxiv poob rau lub Kaum Ib Hlis]
Tuam Tshoj Federation of Logistics thiab Purchasing tau tshaj tawm cov thawj tswj kev yuav khoom 'index of ntiaj teb no manufacturing kev lag luam nyob rau lub Kaum Ib Hlis Ntuj hnub tim 6.Qhov ntsuas tau txuas ntxiv ua haujlwm hauv qhov kev sib cog lus qis dua 50%, thiab kev lag luam thoob ntiaj teb txuas ntxiv poob qis.Thaum lub Kaum Ib Hlis, lub ntiaj teb kev tsim khoom lag luam tus thawj tswj hwm qhov Performance index yog 48.7%, nqis 0.7 feem pua ​​​​ntawm lub hli dhau los, thiab qis dua 50% rau ob lub hlis sib law liag.
Kev txhais lus: Los ntawm qhov kev xav hauv cheeb tsam hauv cheeb tsam, cov thawj tswj hwm kev yuav khoom qhov ntsuas ntawm kev tsim khoom lag luam hauv Asia thiab Asmeskas ob qho tib si poob qis dua 50%, thiab kev tsim khoom lag luam tau ntsib kev sib cog lus;Txawm hais tias tus thawj tswj hwm kev yuav khoom qhov ntsuas ntawm European kev lag luam kev lag luam tau rov zoo los ntawm lub hli dhau los, nws tseem qis dua 48%, thiab kev tsim khoom lag luam tswj kev ua haujlwm tsis muaj zog;Cov thawj tswj kev yuav khoom 'index ntawm kev lag luam kev lag luam hauv teb chaws Africa tau nce me ntsis rau ob lub hlis sib law liag, me ntsis siab dua 50%, thiab kev tsim khoom lag luam rov qab los.Nrog rau kev hloov pauv ntawm cov khoom lag luam sib xyaw, kev lag luam thoob ntiaj teb kev lag luam tseem tab tom qhia txog kev poob qis thiab tseem ntsib kev kub ntxhov ntawm kev cog lus.
[Qhov tshwm sim ntawm Tsoom Fwv Teb Chaws Reserve nce paj paj los ntawm 50 cov ntsiab lus hauv lub Kaum Ob Hlis yog 79.4%]
CME "Federal Reserve Observation" cov ntaub ntawv qhia tau hais tias qhov tshwm sim ntawm Tsoom Fwv Teb Chaws Reserve nce paj paj los ntawm 50 lub hauv paus ntsiab lus rau 4.25% - 4.50% thaum Lub Kaum Ob Hlis yog 79.4%, thiab qhov tshwm sim ntawm kev nce paj paj los ntawm 75 cov ntsiab lus hauv paus yog 20.6%;Los ntawm Lub Ob Hlis 2023, qhov tshwm sim ntawm qhov nce ntawm 75 cov ntsiab lus hauv paus yog 37.1%, qhov tshwm sim ntawm cov paj laum nce ntawm 100 lub hauv paus ntsiab lus yog 51.9%, thiab qhov tshwm sim ntawm kev nce paj paj ntawm 125 lub hauv paus ntsiab lus yog 11.0%.
[Lub sijhawm "Tshaj Plaub Tsib Xyoo" lub sijhawm, siv zog ua kom ruaj khov txhua xyoo ntawm cov khoom siv hlau ntawm kwv yees li 300 lab tons (tus qauv ore)]
Thaum lub sijhawm "Tshaj Plaub Tsib Xyoo" lub sijhawm, lub chaw tswj xyuas cov peev txheej ntuj yuav nrawm rau kev tsim kho ntawm 25 hlau ore peev txheej hauv paus thiab kev tshawb nrhiav thiab kev tsim kho ntawm 28 lub teb chaws tau npaj cov mining thaj chaw nyob rau hauv cov nqe lus ntawm kev npaj thiab layout ntawm cov hlau ore kev tshawb nrhiav, thiab txhawb kev tsim cov qauv ntawm cov khoom siv los ntawm cov mines loj thiab nruab nrab.Nyob rau tib lub sijhawm, peb yuav ua kom muaj kev txhim kho tsis tu ncua ntawm cov khoom siv hlau uas twb muaj lawm, nquag txhawb nqa ntau cov hlau ore kev tsim kho, siv cov kev tshawb nrhiav qhov tseem ceeb hauv thaj chaw tshawb nrhiav, ua kom cov peev txheej thiab ntau lawm, thiab sib zog ua kom ruaj khov txhua xyoo ntawm cov khoom siv hlau ore ntawm txog 300 lab tons (tus qauv ore), ua lub luag haujlwm ntawm kev ruaj ntseg ntawm Tuam Tshoj.
Kev kwv yees yav tom ntej
Tsis ntev los no, txoj cai kev txhawb nqa vaj tsev thiab kev tiv thaiv thiab kev tswj hwm txoj cai tau ua kom zoo tsis tu ncua, uas tau txhawb kev nce siab ntawm kev lag luam steel, thiab tus nqi steel tau qhia txog kev poob siab thiab rov qab los.Txawm hais tias qhov kev thov davhlau ya nyob twg xav kom ncav cuag, huab cua hloov txias, thiab kev tsim kho hauv ntau qhov chaw nyob rau sab qaum teb tau maj mam los txog qhov kawg.Lub caij ntuj no cia tseem tsis tau pib nyob rau sab hnub tuaj thiab sab qab teb ntawm Tuam Tshoj, thiab qhov chaw ua lag luam tseem qeeb qeeb.Txawm li cas los xij, nyob rau hauv qhov kev pom ntawm qhov kev cia siab ntawm cov khoom siv raw khoom kawg yuav nce siab, cov xov xwm zoo tseem tseem ua rau cov paj hlwb ntawm cov tuam txhab lag luam, thiab kev lag luam txaus siab khaws cia rau lub caij ntuj no kuj tau zoo dua piv nrog rau yav dhau los.Nws cia siab tias tus nqi luv luv steel yuav muaj kev hloov pauv ntau dua.