Pfupiso: Tichitarisa kumashure pamusika wesimbi svondo rapfuura, mutengo wesimbi wakaratidza maitiro ekuchinja-chinja.Zvizhinji zvezvigadzirwa zvesimbi zvakasimuka pekutanga uye zvakadonha muhuwandu hwemakumi matatu mapoinzi.Kana zviri zvekushandisa, iyo iron ore dhora index yakasimuka ne 4 points, scrap Steel Price Index yakasimuka 64 points, coke price index yakadonha 94 points.Tichitarisa kumusika wesimbi svondo rino, zvinotarisirwa kuti mamiriro acho acharamba achiratidza kushanda kwechoppy.Zvikonzero zvikuru ndezvizvi zvinotevera: Kutanga, musangano wepakati wehupfumi wakasarudza kuisa gore ra2022 segore rakagadzikana;kune rumwe rutivi, yakaratidza kuderera kukuru kwehupfumi hwehupfumi panguva ino uye kunyange munguva inouya, kune rumwe rutivi, inoratidzawo kuti mamiriro ehupfumi hwose muna 2022 kana kufambira mberi kwakadzikama;chechipiri, kuwedzera kuduku mukugadzirwa kwesimbi mwedzi-on-mwedzi, kuderera kwezvinhu zvakaderedzwa, simba rekutsigira kwemitengo yesimbi rakapera simba;Chechitatu, vhiki ino ndiyo Federal Reserve uye European Central Bank yekusangana nguva yewindo, zvakare 2201 zvibvumirano mumwedzi wekutumira pamberi pemutambo, kureba uye kusina chinhu.
1. Macro
Basa rehupfumi ra2022 rinoda kuti isu tifambire mberi zvakadzikama uye tifambire mberi, tirambe tichiita hurongwa hwemari inobatika uye mutemo wemari wakangwara, tiite hurongwa hwekudyara kwezvivakwa, uye kusimudzira kutenderera kwakanaka uye kusimudzira kwakanaka kweindasitiri yezvivakwa kuburikidza nemadhorobha. mitemo, usaite zvemitambo "Carbon reduction".Parizvino, kudiwa kwemari kwehupfumi chaihwo hweChina hakuna kusimba, kushandiswa nekudyara hakuna kukwana, kutengeserana kunze kwenyika kunochengetedza kukura nekukurumidza, uye macro-mitemo inodziya.
Mamiriro emhando imwe neimwe yezvinhu zvakasvibiswa
1. Iron Ore
Kubva svondo rino, kutakurwa kwesimbi uye vanosvika kuHong Kong zvese zvadzikira zvichienderana nehurongwa hwekutumira uye rhythm yekutumira.Nekudaro, nekusimudzwa kwezvirambidzo zvekugadzira muTangshan uye hurongwa hwekutangazve kugadzirwa kwemoto unoputika mune mamwe matunhu, kugadzirwa kwesimbi inopisa kunokwira kusvika padanho rakati, zvisinei, kuwedzera kwekubuda kwesimbi kunogumira pasi pekuchengetedzwa kwezvakatipoteredza, chiteshi chengarava. haichinje maitiro ekuunganidza, iyo gap-yekuda kwekupa ichiri yakasununguka, uye mutengo unoramba usina simba.
(2) Marasha Coke
(3) zvimedu
Zvigadzirwa zvakapedzwa musika mukuenderera mberi kwekusimuka mushure memamiriro epfungwa anowanzo kuve akangwarira, pamwe nekuuya kunotevera kweiyo off-mwaka, kuchengetwa kwechando kunounza kudzvanywa kukuru, kwenguva pfupi kana kuvhunduka callback.Kubva pamaonero escrew waste musiyano uye musiyano wemarara weplate, iyo ikozvino simbi chigayo ichine imwe purofiti, asi tichifunga nezvezvinhu zvakaita sekudzikamisa kugadzirwa munguva yechando kuchamhembe kweChina uye kutonga kaviri kwesimba rekushandisa, kudiwa kwesimbi yakaraswa hakuna kuvandudzwa zviri pachena. ;kubva pakuona kwekusiyana kwesimbi yesimbi, ikozvino mutengo wesimbi yakanyungudutswa yatove yakakwirira kudarika mutengo wesimbi yakanyungudutswa, kubatsirwa kwehupfumi kwezvimedu kuri kuderera, uye chido chekutenga zvimedu chisina simba mukuona kwenguva refu.Mukuwedzera, kana zvichienzaniswa nezvimwe zvinhu gore negore, mitengo yezvikara yakange iri pakakwirira, kune ngozi yekuderera.Kutonga kwakazara, mitengo yezvikara inotarisirwa kudzikira zvishoma svondo rino.
(4) billet
Billet purofiti inodzikira, ichityaira zvinhu kubva mukudzikiswa kwemutengo kusvika kumutengo unodzokororwa.Tangshan nharaunda yekuchengetedzwa kwezvakatipoteredza muganho kugadzirwa kazhinji, iyo yekugovera uye inoda kaviri isina kusimba mamiriro, iyo mutengo rebound inonyanya kutungamirwa nemusika wemangwana.Kubva pamusika wezvino wekuona, zvichibva pakuenderera uye kwakaoma kuburitswa kwebillet supply, pasi penzvimbo yekushanda yezvidyarwa zvekudzika simbi inokunguruka, masheya ezvigadzirwa zvakapedzwa muchirimwa zvinoramba zvichidonha, uye kuderera kwemari yemafekitori mazhinji akamiswa. yakatoita kuti chiitiko chekushaikwa kwezvakasiyana-siyana uye kutsanangurwa, manzwiro ekutangazve kugadzirwa uye kudzoreredza achave akatanhamara, uye kuderedzwa kwemutengo wekukunguruka kwesimbi kuchaita kuti kuoneka kuwedzera kwekugadzira uye kutengesa purofiti.Pamusoro pezvo, maitiro ekudzikisa huwandu hwemabheti esimbi anotengeswa kunze kwenyika anosvika paPort ari pachena, kana mamiriro ekudonha madoko anozoramba achichengetwa, izvi zvinounza mitengo yebillet muchikamu chepasi chekutangazve kwekutyaira kwemutengo.Zvisinei, kubva pakuita kwemusika wezvino, hukama hwepamusoro hwekusava netariro, kune imwe nzvimbo, kukanganisa kwemitengo yebillet kwakaenderera mberi.Yakakwana inotarisirwa yenguva pfupi-billet mitengo inoratidza iyo "Pazasi rutsigiro, kushomeka kuwedzera" mamiriro.
Mamiriro ezvinhu ezvigadzirwa zvesimbi zvakasiyana-siyana
(1) simbi yekuvaka
Vhiki rino, rutivi rwekugovera runogona kuve rwakaoma kuchinja zvakanyanya, kunyangwe purofiti yesimbi yakagadziridzwa, kutangwazve kwesimba kwakawedzera, asi neChando Olimpiki uye matsutso nechando kugadzirwa kwezvirambidzo, nzvimbo shoma yekuburitsa kudzoreredza.Panyaya yekutenderera kwenguva, maitiro ekuda kupera simba anozonetsa kuchinja sezvo mamiriro ekunze anotonhorera uye Mutambo weChirimo uchisvika.Nekudaro, kubva munaNovember kusvika parizvino mamiriro ekutengeserana munyika yose, kuita kwese kwekuda toni kwakasimba mukutungamirira.Kunyange zvazvo nharaunda yekuchamhembe ichangobva kutambura nemigumisiro yekutonhodza, asi sekuda kukuru panguva ino yenharaunda yekumaodzanyemba, nguva pfupi yemamiriro okunze haisati yakanganisa nzvimbo yekuvaka, iyo yose inoda vhiki inotevera kana ichachengetwa.Parizvino yapinda munhanho yekuchengetedza yechando, kumabvazuva nekumaodzanyemba China inoda nzvimbo huru zvishoma nezvishoma yakawedzera chikamu chekupedzwa kwesaiti, terminal chaiyo inongoda kusave nekuvandudzwa.Naizvozvo, mitengo yerebar ine kuramba, pasi peimwe nhanho yerutsigiro, yakasanganiswa nemitengo yekuvaka simbi svondo rino kana ichave yakanyanya kusimba kuvhunduka.
(2) mahwendefa epakati uye anorema
Padivi rekupa, maNorth Steel Mills akatangazve kugadzira imwe mushure meimwe munguva pfupi iri kutevera.Kumabvazuva kweChina, kuwedzera kwekugadzirwa ndicho chinhu chikuru, uye kubuda kweplate yepakati munyika yose kwakaratidza yakaderera-level rebound maitiro.Zvinotarisirwa kuti kuburitsa kwenguva pfupi kuchine kakamuri kadiki kukwira.Mukutenderera, kukwikwidzana kweakajairwa ndiro maodha anotyisa, fungidziro yemusika inodikanwa, chiitiko chesimbi chigayo chinorega mitengo ichitora maodha chiri pachena, iyo yakaderera alloy pressure idiki, parizvino inochengetedza mutsauko mukuru wemutengo neGeneral. Board;padivi rekudiwa, kudiwa kwese kwakaora mwoyo, zvichiwedzera kukanganisa kwezvimwe zviitiko zvehutano hweveruzhinji, iyo yakadzika, imba yekuchengetera yakavharwa, hapana budiriro yakakosha inotarisirwa munguva pfupi.Integrated Forecast, svondo rino mitengo yeplateti isina simba kushanda.
(3) inotonhora uye inopisa Rolling
Kubva pakuona kwekupa, iyo yenguva pfupi yekubuda kwekupisa uye kutonhora kutenderedza iri pazasi, kunyanya kubuda kwekupisa uye kutonhora kutenderedza kunotarisirwa kudzoka kusvika pamwero wemamiriyoni mazana maviri nemakumi mapfumbamwe emadhora / vhiki muna Zvita ne kupedzwa kwekugadzirisa, nekuda kweiyo purofiti yezvino kupisa inokungurutsa chigayo, musika wese une kutanga kwakasimba kwezvinotarisirwa kugadzirwa, asiwo kuve nechokwadi chegore rinouya rekugadzira hwaro.Kubva pakuona kwekudiwa, kushandiswa kwenguva pfupi kunongoda kuchengetedza, asi gore rino kune tarisiro yekutanga yezororo, nokuda kweketani yose, kushandiswa munguva pfupi hakuna nzvimbo yakakurumbira yakajeka;uyezve, zvigayo zvesimbi zveJanuary mirairo zvichiri kutarisirwa kuva murombo, kudzvinyirirwa kwenguva pfupi kubva pasi kumusoro, mirairo uye zvinetso zvekugadzirisa kwenguva refu zvichiri matambudziko ari pachena ari kutambudza nzvimbo inopera, kuti kudiwa kuchiri kutarisirwa kuderera.Kubva pakuona kwezviwanikwa zvemusika, kune rumwe rutivi, nokuti simbi dzakawanda dzesimbi dziri pasi pekumanikidzwa kukuru kugamuchira mirairo, muna December, kuitira kuti izadze mirairo, zvigayo zvesimbi zvinogamuchira mirairo zvaive nemaitiro ekuderedza mitengo uye kungotaurirana kutumira. pazasi pemutengo wemusika wenzvimbo, kune mari yekushandisa pazasi mitengo yazvino mumusika.Kune rimwe divi, nekudzoreredzwa kwekugadzirwa kwesimbi, musika unowedzera zvishoma nezvishoma huwandu hwezvinhu, kudzvanywa kwemusika kunoratidzwa zvishoma nezvishoma.Naizvozvo, pazere, kupihwa uye kudiwa kudzvanywa zvishoma nezvishoma kuri pasi pekumanikidzwa, panguva imwe chete mukusvika kwehuwandu hwakawedzerwa uye vatengesi vanoda kuburitsa mari, uye muna Zvita zvimwe zviwanikwa zvemutengo wakaderera zvinoyerera zvichienda kumusika, zvinopisa uye zvinotonhora nzvimbo. mitengo inotarisirwa kuenderera mberi isina simba kushanda.
(4) simbi isina tsvina
Parizvino, iyo yese Stainless simbi inodiwa haisati yaratidza zviratidzo zvekuvandudza, iyo yakazara hesiti iri padanho repamusoro, misikanzwa yemusika ichiri kutungamirwa nekusava netariro, asi musika unogona kukurudzirwa nenhau dzekudzikiswa kwekugadzirwa kwesimbi kwachinja. , kunyanya kunetseka pamusoro pekuchinja kwemamiriro ekutengeserana, 304 nzvimbo yemitengo inotarisirwa kushanduka vhiki ino.
Nguva yekutumira: Zvita-14-2021