I kēia mau lā, me ka hoʻokō mālie ʻana i nā kulekele macro maikaʻi, ua hoʻoikaika maikaʻi ʻia ka hilinaʻi o ka mākeke, a ke piʻi mau nei nā kumukūʻai kiko o nā mea ʻeleʻele. Ua piʻi hou ke kumukūʻai o ka hao hao i lawe ʻia mai i nā mahina ʻehā i hala iho nei, ua piʻi ke kumukūʻai o ka coke i ʻekolu pōʻai i ka wā pōkole, a ke hoʻomau nei ka ikaika o ke kila ʻōpala. Ua piʻi iki ka hoʻopukaʻana o nā huahana kila, ua nāwaliwali ka makemake i ka wā o waho, a ua nāwaliwali ka hoʻolako a me ka noi. ʻO ke kumukūʻai maka a me ka wahie, ka hoʻonui ʻana i nā manaʻolana ʻoki ʻia ma kahi kokoke i ka Spring Festival, a ʻo nā pae haʻahaʻa haʻahaʻa i lilo i kumu nui e kākoʻo ana i nā kumukūʻai kila i ka hoʻohana ʻana i kēia manawa.
lawe mai a lawe aku
Mai Ianuali a Nowemapa, ʻo ka hoʻokomo ʻia ʻana o ka hao hao a me kāna ʻano nui he 1.016 biliona tons, ʻo ka makahiki -2.1%, ʻo ia hoʻi nā mea i lawe ʻia mai i Nowemapa he 98.846 miliona tons, hoʻokahi mahina-ma-mahina + 4.1%, a i ka makahiki -5.8%. ʻO ka hoʻokuʻu ʻia ʻana o nā huahana kila he 61.948 miliona tons, + 0.4% i kēlā me kēia makahiki, i huli mai ka emi ʻana i ka piʻi ʻana no ka manawa mua i ka makahiki holoʻokoʻa. Ma waena o lākou, ʻo ka hoʻokuʻu ʻana i Nowemapa he 5.590 miliona tons, + 7.8% mahina-ma-mahina a me + 28.2% makahiki-ma-makahiki. ʻO ka huina hoʻohui o nā huahana kila he 9.867 miliona tons, ʻo ia ka -25.6% makahiki-ma-makahiki, a he 752,000 tons i lawe ʻia mai i Nowemapa, ʻo ia ka -2.6% mahina-ma-mahina a me -47.2% makahiki-ma-makahiki. . I ka mahina o Nowemapa, ua hoʻomau ka ulu ʻana o ka hoʻokele waiwai o ka honua i ka lohi, ua lohi ka ʻoihana hana, a ua nāwaliwali ka noi ʻana i nā huahana kila a me nā mea hao ma waho. Ke manaʻo ʻia nei e loli iki ka nui o nā mea hao o koʻu ʻāina i ka mahina ʻo Dekemaba, a e holo ka nui o nā mea lawe mai ma kahi pae haʻahaʻa. I ka manawa like, e hoʻomau ʻia ka hoʻolako ʻia o ka ʻai hao ma ka honua, a e loli iki ka nui o ka nui o ka hao hao o koʻu ʻāina.
Hana kila
I ka hopena o Nowemapa, CISA ki 'ikepili helu ma ka awelika kela la i keia la o ka hao a me ke kila 'oihana i 2.0285 miliona tona o crude kila, + 1.32% mai ka mahina mua; 1.8608 miliona tons o ka hao puaʻa, + 2.62% mai ka mahina i hala; 2.0656 miliona tons o nā huahana kila, + 4.86% mai ka mahina i hala + 2.0%). Wahi a nā manaʻo hoʻopuka o nā ʻoihana hao helu nui a me ke kila, ʻo ka awelika o ka ʻāina i kēlā me kēia lā i ka hopena o Nowemapa he 2.7344 miliona tons o ke kila kila, + 0.60% mahina ma ka mahina; 2.3702 miliona tone o ka hao puaʻa, + 1.35% mahina ma ka mahina; 3.6118 miliona tona kila, + 1.62% mahina ma ka mahina.
Nā Kūʻai a me nā Inventory
ʻO ka pule hope loa (ʻo ka pule ʻelua o Dekemaba, mai ka lā 5 o Dekemaba a hiki i ka lā 9, ʻo ia ka mea ma lalo) i ka optimization a me ka hoʻoponopono ʻana i ke kulekele pale ʻana i ka maʻi maʻi i kahi hoʻoikaika i ka mākeke, e alakaʻi ana i kahi piʻi liʻiliʻi o ke koi ʻana o ke kila, akā paʻakikī. e hoʻololi i ka hāʻule ʻana o ka mākeke holoʻokoʻa, ke kau ʻana o ke kau Ua ʻike ʻia nā hiʻohiʻona, a ke hoʻomau nei ka haʻahaʻa o ke koi kila aupuni. Ua pumehana ka manaʻo noʻonoʻo i ka mākeke kila no ka wā pōkole, a ʻo ka nui o ke kālepa ʻana o nā huahana kila i loko o ka mākeke kiko ke ʻano lohi. ʻO ka awelika o kēlā me kēia pule i kēlā me kēia lā kālepa o nā huahana kila he 629,000 tons, + 10.23% mahina-ma-mahina a me -19.93% makahiki-ma-makahiki. Ua hoʻonui iki ʻia ka waihona waiwai pili kila a me ka waihona wili kila. ʻO ka nui o ka hui kaiaulu a me ka hale wili kila o nā ʻano nui ʻelima o ke kila he 8.5704 miliona tons a me 4.3098 miliona tons, kēlā me kēia, + 0.58% a me + 0.29% mahina-ma-mahina, a me -10.98% a me -7.84% makahiki-ma- makahiki. Ua manaʻo ʻia ʻo kēia pule, e loli iki ka nui o ke kālepa ʻana o nā huahana kila.
Kumukuai wahie maka
ʻO Coke, ke kumu kūʻai mua o ka hale hana mua o ka coke metallurgical mua i ka pule i hala he 2748.2 yuan no ke tona, + 3.26% mahina-ma-mahina a me + 2.93% makahiki-ma-makahiki. I kēia mau lā, ua pae mai ke kolu o ka hoʻonui kumu kūʻai coke. Ma muli o ka piʻi like ʻana o ke kumukūʻai o ka lanahu coking, ʻoi aku ka lahilahi o ka loaʻa kālā o nā ʻoihana coking. He haʻahaʻa ka helu coke o nā wili kila o lalo. Ke noʻonoʻo nei i ka koi no ka mālama ʻana i ka hoʻoilo a me ka hoʻopiha hou ʻana, ua piʻi mau ke kumukūʻai o nā huahana kila superimposed. No ka hao hao, ʻo ke kumu kūʻai mua CIF o 62% i lawe ʻia mai ka ʻaila maikaʻi i ka hopena pule i hala he US $112.11 no ke tona, + 5.23% mahina-ma-mahina, + 7.14% makahiki-ma-makahiki, a ʻo ke kumukūʻai awelika o ka pule he +7.4% mahina-ma-mahina. ʻO ka pule i hala, ua piʻi iki ka nui o ka hana ʻana o ka hao hao a me ka umu ahi, ʻoiai ua emi iki ka awelika o ka hana hao hoʻoheheʻe ʻia i kēlā me kēia lā. Ua hoʻokuʻu wale ʻia ka lako a me ka makemake o ka hao hao. Ke manaʻo ʻia nei i kēia pule, e loli ana nā kumukūʻai hao ma kahi kiʻekiʻe. No ke kila ʻōpala, ua piʻi iki ke kumukūʻai o ka ʻāina i ka pule i hala. ʻO ke kumu kūʻai maʻamau o ke kila kila ma luna o 6mm ma nā kūlanakauhale he 45 he 2569.8 yuan no ke tona, ʻo ia ka +2.20% mahina ma ka mahina a me -14.08% makahiki ma ka makahiki. Ma ke ao holoʻokoʻa, ua piʻi nui nā kumukūʻai kila ma ʻEulopa, me Rotterdam +4.67% mahina-ma-mahina a me Turkey +3.78% mahina-ma-mahina. ʻO nā kumukūʻai ʻōpala kila US he +5.49% mahina ma ka mahina. Me ka hoʻokō lohi ʻana i nā kulekele macro maikaʻi, ka hoʻomau mau ʻana i nā kulekele pale a me ka hoʻomalu ʻana i nā maʻi maʻi kūloko, a me ka mālama ʻana i ka hoʻoilo o ke kila kila ma kekahi mau ʻoihana, ua hoʻokumu ʻia kekahi kākoʻo no nā kumukūʻai kila. Ua manaʻo ʻia ʻo kēia pule e hoʻoikaika ʻia nā kumukūʻai o ke kila kila i loko o kahi ākea haiki.
kumukūʻai kila
Ua piʻi iki nā kumukūʻai o ka mākeke kila i ka pule i hala. Wahi a ka helu o China Iron and Steel Association, ʻo ke kumu kūʻai maʻamau o ke tona kila no nā ʻano kila nui ʻewalu he 4332 yuan, +0.83% mahina-ma-mahina a me -17.52% makahiki-ma-makahiki. Mai ka hiʻohiʻona o nā huahana kila, koe naʻe nā paipu seamless, ʻo ia ka -0.4% o ka mahina ma ka mahina, ua piʻi iki nā ʻano nui ʻē aʻe, i loko o 2%.
ʻO ka pule i hala aku nei, ua hoʻomau ka mākeke kila i ke kūlana nāwaliwali a me ke kūlana koi o ka pule i hala. Ua piʻi iki ka hana o nā umu ahi, ua emi iki ka awelika o ka hao i hoʻoheheʻe ʻia i kēlā me kēia lā, a ua piʻi iki ka hoʻopuka ʻana o nā huahana kila. Ma ka ʻaoʻao koi, ma lalo o ka hoʻoikaika ʻana o waho, ua piʻi nui ka hana o ka mākeke speculative koi, ʻoiai ke hoʻomau nei ka ʻai ʻana o nā huahana kila i ka hoʻoilo. Kākoʻo ʻia e nā kumu e like me ke kumu kūʻai paʻa a me ka wahie, nā haʻahaʻa haʻahaʻa haʻahaʻa, a me ka hoʻonui ʻana i nā manaʻolana o nā ʻoki hana kokoke i ka Spring Festival, ʻaʻohe manawa o ka hāʻule ʻana o nā kumukūʻai kila. Ua manaʻo ʻia e hoʻomau ʻia nā kumukūʻai kila i kēia pule. (Ruixiang Steel Research Institute)
Ka manawa hoʻouna: Dec-13-2022