Kev lag luam feem ntau ntseeg tias qhov xwm txheej hauv 2022 yuav qeeb dua li xyoo 2015. Cov ntaub ntawv qhia tias txij li lub Kaum Ib Hlis 1, cov nyiaj tau los ntawm cov tuam txhab steel hauv tsev yog kwv yees li 28%, uas txhais tau tias ntau dua 70% ntawm steel mills nyob rau hauv lub xeev poob.
Txij Lub Ib Hlis Ntuj txog Lub Cuaj Hli 2015, cov nyiaj tau los ntawm kev muag khoom ntawm cov tuam txhab loj thiab nruab nrab steel thoob plaws lub tebchaws yog 2.24 trillion yuan, ib xyoos ib zaug txo 20%, thiab tag nrho cov poob yog 28.122 billion yuan, uas lub lag luam tseem ceeb poob 55.271 billion yuan. Kev txiav txim los ntawm cov ntaub ntawv tshawb fawb, lub teb chaws muaj peev xwm tsim tau txhua hli ntawm ze li 800,000 tons yog nyob rau hauv lub xeev ntawm kev lag luam. Rov qab mus rau 2022, xyoo no lub lag luam steel zoo li tau ntsib cov teeb meem qub dua. Tom qab peb xyoos ntawm kev ua lag luam nyuj, cov nqi ntawm cov khoom siv hlau, xws li hlau ore thiab coke, tau pib poob los ntawm qib siab, thiab muaj cov cim qhia tias nkag mus rau hauv lub lag luam dais. Qee tus phooj ywg yuav nug, tus nqi hlau puas yuav poob mus rau qhov qis tshaj plaws hauv 2015 hauv kev lag luam dais loj ntawm kev lag luam hlau pib xyoo 2022? Nws tuaj yeem teb tau ntawm no tias yog tias tsis muaj kev cuam tshuam los ntawm lwm yam tseem ceeb, tus nqi qis heev ntawm cov hlau qis dua 2,000 yuan / ton yog qhov nyuaj rau kev tsim tawm.
Ua ntej tshaj plaws, tsis muaj qhov tsis ntseeg tias qhov kev poob qis ntawm cov nqi steel tau tsim. Tam sim no, tus nqi ntawm cov hlau ore thiab coke, cov ntaub ntawv tseem ceeb ntawm cov hlau, tseem nyob rau hauv nqes hav. Tshwj xeeb, tus nqi ntawm coke tseem muaj ntau dua 50% siab dua li tus nqi nruab nrab xyoo dhau los, thiab muaj ntau chav rau poob rau lub sijhawm tom qab. Thib ob, tom qab xyoo ntawm kev hloov kho-sab, yuav luag tag nrho cov me me steel mills tau thim tawm ntawm kev ua lag luam, qhov concentration ntawm kev lag luam steel hauv tsev tau zoo heev, thiab qhov tshwm sim ntawm cov hlau me me yuav tsis tshwm sim hauv kev lag luam steel.
Nag hmo, Tsoom Fwv Teb Chaws Reserve tau nce cov paj laum los ntawm 75 lub hauv paus ntsiab lus dua, thiab kev pheej hmoo ntawm kev lag luam thoob ntiaj teb tau nce siab heev. Txawm hais tias cov khoom lag luam raug cuam tshuam los ntawm qhov xwm txheej hauv Tebchaws Europe, tseem muaj chaw rau cov khoom lag luam poob qis vim qhov kev thov rau cov khoom lag luam poob qis. Nyob rau hauv thawj kaum hnub ntawm lub Kaum Ib Hlis, nyob rau hauv cov xwm txheej uas cov macro fundamentals yog tsis paub tseeb, qhov tshwm sim ntawm kev poob qis yog siab heev tom qab tus nqi ntawm steel thiab steel raw cov ntaub ntawv rebounded los ntawm oversold.
Post lub sij hawm: Nov-04-2022
