Munguva pfupi yapfuura, mhando dzeramangwana nhema dzakaunza kukwira kwakawanda, kusanganisira iron ore remangwana mitengo inomira.Kukadzi 20 zuva rekuvhara, iron ore main contract pa917 yuan/ton, day up 3.21%.
Zvinonzwisiswa kuti kubva February 14, iron ore remangwana mitengo kubva 835 yuan/ton yakasimuka nzira yose uye akaputsa 900 yuan mark, 6 mazuva ekutengeserana kumusoro kupfuura 8%, itsva yakakwirira kupfuura 9 mwedzi.
Qiu Yihong, muongorori weHaitong Futures, akaudza China Times kuti: “Simbi ndiye mutambi akatanhamara zvikuru pakati paFebruary, uye ndiye ega muboka revatema akaita mukurumbira mutsva pana Ndira 30. Chikonzero kutenderera uku kweramangwana kukwira kumusoro kutsva hakusi kungowedzera kwekuda kudzoreredzwa pasi pemamiriro ekukura kwakasimba, asiwo kune chekuita nekukwira kwemutengo wemangwana wesimbi ore. "
February 21 15 o 'clock, iron ore main contract kuvhara pa 919 yuan/ton.China Steel Futures muongorori Zhao Yi anotenda kuti ikozvino yapinda munguva yekuda falsification nguva, iyo inogona kugara kusvika pakati nekupera kwaApril, kana kudiwa kunogona kuzadzisa zvinotarisirwa, kana kunyange kudarika zvinotarisirwa, hazvisati zvazivikanwa.
Zvigayo zvesimbi zviri kumhanya zvakanyanya
HSBC yakasimudza fungidziro yayo yezvigadzirwa zvemukati zveChina (GDP) gore rino kusvika pa5.6 muzana kubva pa5 muzana, Hong Kong Economic Times yakashuma muna Kukadzi 17, ichiti China iri kuvhura zvakare nekukurumidza kupfuura zvaitarisirwa uye pent-up kudiwa kwemasevhisi uye zvinhu zvichatungamira. kupora.Iyo yakaipisisa denda yapera uye haizove yekukwevera kwekutanga-kota kuita kwehupfumi, nepo kushandiswa uye kuchengetedza zvakanyanya kunogona kupa imwe kusimudzira kukurumidza kupora uye kuita kuti hupfumi hufambe, chirevo cheHSBC chakadaro.
China, zvakadaro, inotarisirwa kukura 5.7 muzana gore rino, zvichiita kuti ive injini huru yekukura kwenyika, maererano neKPMG.Sekureva kweNational Bureau of Statistics, China yekugadzira PMI muna Ndira 2023 yaive 50.1%, yakakwira 3.1 muzana kubva muna Zvita 2022. Iyo isiri kugadzira PMI yaive 54.4%, yakakwira 12,8 muzana kubva muna Zvita 2022. Indasitiri mukati vakati kuburikidza nenhamba Bureau's data, hupfumi huri kupora zvakanyanya.
“Murangariro mukuru unobata hurongwa hwevatema munguva pfupi iri kutevera ndiko kutanga kwekudiwa kwemvura.Zvinoenderana netsvagiridzo yesangano rechitatu, kubva muna Kukadzi 14, 2023, mabhizinesi ekuvaka emunyika akatanga kutangazve basa re76.5%, kuwedzera kwemwedzi ne38.1%.China Steel muongorori wemangwana Zhao Yi akaudza mutori wenhau weChinese Times.
Maererano nedheta, kubva February 10 kusvika February 17, kushanda mwero munyika 247 simbi zvigayo aiva 79.54%, kuwedzera 1.12% vhiki pavhiki uye 9,96% gore negore.Mwero wekushandiswa kwe blast furnace ironmaking capacity yaive 85.75%, iyo yakawedzera ne 0.82% zvichienzaniswa nemwedzi wapfuura uye 10.31% zvichienzaniswa negore rapfuura.Chiyero chepurofiti yesimbi yesimbi yaive 35.93%, yakaderera 2.60% kubva pamwedzi wapfuura uye 45.02% kubva pagore rapfuura.Avhareji zuva nezuva kubuda kwesimbi yakanyungudutswa yaiva 2,308,100 matani, kuwedzera kwe21,500 matani quarter-on-quarter uye 278,800 matani gore negore.Avhareji yemazuva ese yekugadzirwa kwesimbi yakanyungudutswa yapora kwemavhiki matanhatu akatevedzana, yakakwira 4.54% kubva kutanga kwegore.Huwandu hwekutengeserana kwezvinhu zvekuvaka munyika hwakadzoka kubva pamatani 96,900 muna Kukadzi 10 kusvika 20,100 matani muna Kukadzi 20.
Sekureva kwaZhao Yi, kubva pane data riri pamusoro, zvichienzaniswa nemavhiki maviri ekutanga mushure meMutambo weChirimo, mwero webhizinesi rekutangazve kwebhizinesi rezasi mushure meMutambo weLantern pazuva rechigumi neshanu remwedzi wekutanga wakawedzera zvakanyanya.Kudiwa kwakatanga kukwidza chikamu chevatema, kwakatungamirawo mitengo yeramangwana resimbi kune rekodhi.
Zvisinei, vamwe vari mukati vakati kunyange zvazvo mutengo wechibvumirano chikuru chesimbi yeramangwana yakaramba ichikwira gore rino, kushanda kwese kwemutengo wayo uye kuwedzera kuchiri kuderera kudarika Platts index, SGX uye mutengo wechiteshi, zvichiratidza kuti mutengo wekuita. yemusika weChinese ramangwana ichiri kugadzikana kana ichienzaniswa nemutengo wekunze.Panguva imwecheteyo, remangwana resimbi remangwana rinotora hurongwa hwekuburitsa kwemuviri, uye matanho ekudzora njodzi akanyanya kusimba.Musika wacho unofamba zvakanaka uye zvakarongeka.Muzviitiko zvakawanda, mutengo weramangwana uye kuwedzera kwakaderera pane iyo Platts index uye zvakabva mhiri kwemakungwa.
Kune iron ore skyrocketing, Dalian Exchange munguva pfupi yapfuura yakabudisa ziviso yengozi yemusika: munguva pfupi yapfuura, kukanganisa kwekushanda kwemusika kwezvimwe zvinhu zvisinganyatsozivikanwi, iron ore uye mamwe marudzi emutengo wekutengesa;Ese masangano emusika anokokwa kutora chikamu zvine hungwaru uye mukuteerera, kudzivirira uye kudzora njodzi, uye kuve nechokwadi chekushanda kwakanaka kwemusika.Kutsinhana kucharamba kuchisimbisa kutarisa kwezuva nezuva, kuongorora zvakanyanya uye kuranga marudzi ese ekutyorwa, uye kuchengetedza kurongeka kwemusika.
Nekukwira kwemitengo yesimbi, zvinoita here kuti pave nekuwanda kwakanyanya kwezvigadzirwa zvesimbi pazviteshi?Mamiriro akaita sei ekutakurwa kwesimbi pazviteshi?Achipindura, Qiu Yihong akaudza China Times kuti zviwanikwa zvesimbi paPort 45 zvakakwira kusvika pa141,107,200 matani pakupera kwesvondo rapfuura, kuwedzera kwematani 1,004,400 pasvondo-pasvondo uye kudzikira kwematani 19,233,300 gore-mberi- gore.Nhamba yemazuva pasi pechiteshi chengarava yakaramba ichipera simba, yakawira pasi kusvika kune yakaderera panguva imwe chete.Panyaya yemhando dzemaminerari, iyo stock yeakanaka ore iri pasi peavhareji yenguva imwe cheteyo.Svondo rapfuura, stock ye bump ore uye pellet ore yakasimuka zviri pachena.Mushonga webump ore uye pellet ore wakanga uri pahupamhi hwepamusoro panguva imwe chete, uye simbi yesimbi yakagadzikana yakagadzikana yakagadzikana panzvimbo yakakwirira yenguva imwe chete.
"Kubva pakuona kwemaonero, kuwedzera kukuru svondo rapfuura kunopihwa neAustralia neBrazil, kusvika parizvino gore rino maitiro akajeka ekukwira kweiyo oscillation, asi pachine mukaha mukuru kana uchienzaniswa negore rapfuura, svondo rapfuura mugodhi weAustralia neBrazil. inventory basic yakagadzikana kuita, mugodhi weAustralia uchiri padanho rakaderera renguva imwe cheteyo, inventory pressure iri shoma, high quality Brazilian mine inventory ichiri yakagadzikana pamwero wepamusoro wenguva imwe cheteyo, asi zvakare yakadzikira zvakanyanya kupfuura nguva imwechete ye gore rapera.” Qiu Yihong akadaro.
Yapinda panguva yekuda manyepo
Chii chinotevera pamitengo yesimbi?"Semaonero edu, pane zvinhu zviviri zvakakosha zvinokanganisa mitengo yeramangwana resimbi," Qiu Yihong akaudza China Times.'Kumwe kudzoreredzwa kwezvinodiwa, uye kumwe kudzorwa kwemitemo.'Iron ore kudiwa kusvika pamwero mukuru kuchiri kuenderana nekugadzirisa purofiti.Purofiti ye247 mill mill yakakwira kwemakore mashanu akatwasuka gore rino, ichidzoka kubva ku19.91 muzana kusvika pakakwirira ye38.53 muzana, asi yakadzokera ku35.93 muzana svondo rapfuura.
“Izvi zvichienzaniswa nemukaha wemakore adarika uchiri mukuru zvikuru, zvakare zvinoratidza kuti hurongwa hwekudzoreredza purofiti yesimbi kuchiri kuzere nezvimwe zvimhingamipinyi zveminzwa, hurongwa hwekudzoreredza hunonetsa kuitwa nehusiku humwe, uye kubva kuchigayo chesimbi chinotengeswa kunze kwenyika chiripo. mazuva emamiriro ekunze akaderera, purofiti yesimbi yesimbi inogara ichitenderera pamucheto wepurofiti uye kurasikirwa, uye izvi zvichiri kukanganisa mutinhimira wesimbi chigayo, replenishment rhythm ichiri kunonoka. "Qiu Yihong akadaro.
Data inoratidza kuti ikozvino 247 simbi zvigayo kunze kunze simbi ore inventory 92.371 miriyoni matani, reshiyo okuchengetera uye kudyiwa kwemazuva 32.67, nepo 64 simbi zvigayo kunze avhareji mazuva 18 chete, vari munhoroondo nguva zvachose yakaderera, yakaderera. simbi yakasvibirira yezvigadzirwa yave yakanyanya kuwedzera kuwedzera kwesimbi ore kudiwa mushure mekutangisa kugadzirwa.

Qiu Yihong akati, kubva svondo rapfuura kugadzirwa kwesimbi uye data rekuverenga zvinogona zvakare kusimbiswa.Kune rimwe divi, kudzoreredza kwese kwekugadzirwa kwenguva refu kuri pachena zviratidzo zvekuvharisa, kugadzirwa kwerebar mukuita kwenguva refu hakuna kuwedzera zvakanyanya, uye kudzoreredzwa kwekugadzirwa kwerebar mushure meMutambo weChirimo unobatanidzwa nekutangazve kugadzirwa. muchidimbu.Nekune rumwe rutivi, kudzvinyirirwa kwezvigayo zvesimbi kuri padanho repamusoro, saka kuda kutangazve kugadzirwa kwenguva refu kuchapikiswawo.Pamusoro pezvo, zvimedu zvichiri kuderedzwa kumutengo wesimbi yakanyungudutswa, mukana wekuita kwemutengo wezviraswa zvichavewo imwe muganhu kune kudiwa kwesimbi ore, saka kudzoreredza kwesimbi kudiwa nzvimbo kuchiri kutarisirwa. pasi pekumanikidzwa, icho chiriwo chinhu chikuru chinokanganisa mutengo weramangwana remangwana resimbi ore.

Iyo data yakaratidzawo kuti muvhiki yaKukadzi 16, makumi matanhatu nevasina akaverengerwa naMysteel vaive nemazuva gumi nemasere aripo, ayo aive asina kuchinjika kubva svondo rapfuura uye pasi mazuva gumi nematatu gore negore.“Munguva pfupi-pfupi, simbi uye kudiwa kwesimbi kuri kuwedzera.Rutivi rwekugovera, ichiri chikuru chemugodhi kutumira kunze kwemwaka, iyo yakaderera yekugovera yakaratidzwa, ramangwana rinogona kutora.Padivi rekuda, maitiro ekugadzira uye kutangazve basa kwemabhizinesi epasi mushure meMutambo weChirimo unoramba usina kuchinja.Muedzo chaiwo ndewekuti chokwadi chinogona kuzadzisa zvinotarisirwa here. "Qiu Yihong akadaro.

Zvakakosha kuziva kuti Zhao Yi akaudza China Times kuti Ndira yaive nguva isina simba yekudiwa, asi ore yesimbi uye zvinhu zvakapedzwa zvakaramba zvakasimba, izvo zviri shure kwetarisiro yakasimba mushure mezororo reMutambo weChirimo.Parizvino, yakapinda munguva yekuda kunyepera, iyo inogona kugara kusvika pakati-kusvika-kupera kwaApril.Mushure mekutanga kwezororo rekugadzirwa uye basa, hazvisati zvazivikanwa kana kudiwa munaKurume naKubvumbi kunogona kusangana kana kutopfuura tarisiro.

Kukodzera kwetarisiro uye chokwadi chichava kiyi yekupesvedzera chain indasitiri yevatema mune ramangwana.Zhao Yi akati, mune simbi ore remangwana mutengo waisanganisira zvinodziya zvinotarisirwa, kana iwe uchida kuenderera mberi nemaitiro ekumusoro, unoda imwe yechokwadi terminal kupora kuti usimbise;Zvikasadaro, iron ore remangwana mitengo inotarisana nekumanikidzwa kumashure.

"Iron ore remangwana mitengo inogona kukwira kumusoro munguva pfupi.Kana iwe ukatarisa kwenguva yakareba, purofiti yezvigayo zvesimbi yakaderera, indasitiri yezvivakwa ichidzika pasi haina kuchinja, remangwana resimbi harina mamiriro ekuramba achikwira mukudzika kwakadzika kwemamiriro ezvinhu asina chokwadi. "Zhao Yi akadaro.