Uma ubheka emuva emakethe ye-striped strip eshisayo ngoJuni 2022, amanani aqala ukuntengantenga.Ngemuva kokuthi lolu bhubhane selulawuleke kancane kancane ekuqaleni kwenyanga, isidingo semakethe sisonke asizange sibe ngcono kakhulu.Ukwengeza, amanani ensimbi emhlabeni wonke aqhubeka nokwehla, ukuzethemba kwemakethe kwehle kancane kancane, futhi amanani aqhubeka nokwehla.Amanani enyuka elungisa kancane.
Uma sibheke phambili emakethe yemigqa egoqiwe ngoJulayi 2022, mancane amathuba okuthi isidingo semakethe sizothuthuka kakhulu esikhathini esivamile esingekho, kodwa izigayo eziningi zensimbi zinciphise umkhiqizo wazo ngenxa yokulahlekelwa, futhi ukungqubuzana phakathi kokunikezwa kanye nesidingo kungase kuncishiswe.Le ndatshana ifingqa kafushane imakethe ngoJuni 2022 ngokwemibono yenani, izindleko, ukuhlinzekwa kanye nesidingo, futhi yenza isibikezelo esilula somkhuba wentengo ye-hot-rolled strip steel ngoJulayi 2022, kanje:
1. Ukubuyekezwa kwemakethe yasekhaya ye-hot-rolled steel strip ngoJuni
NgoJuni 2022, intengo yemakethe yensimbi ye-hot-rolled strip izoba buthaka.Nakuba lesi simo esiwumqedazwe silawulwa ngempumelelo, isidingo semakethe sisebuthakathaka ngenxa yethonya lenkathi yemvula.kuncishiswe ngaphambili.Ngokuqondile, ngokwemigqa emincane: inani lentengo elimaphakathi likazwelonke le-hot-rolled strip kanye nestrip encane ekuqaleni kukaJuni 2022 lalingu-4,890 yuan/ton, lehle ngo-455 yuan/ton lisuka ku-4,435 yuan/ton ekupheleni kwenyanga;ngokuya nge-medium ne-broadband: ekuqaleni kukaJuni 2022, ukugingqika okushisayo kazwelonke Isilinganiso senani le-broadband sasingu-4905 yuan/ton, yehle ngama-yuan angama-459 isuka ku-4446 yuan/thani ekupheleni kwenyanga, kanye nomehluko wentengo phakathi kobubanzi. kanye nensimbi emincane emincane inciphe kancane isuka ku-15 yuan/ton ekuqaleni kwenyanga yaya ku-11 yuan/ton.
(1) Ukubheka imakethe ye-strip kusuka emakethe ye-billet
Uma sibheka uMdwebo 1, ngoJuni 2022, amanani entengo ka-145mm strip steel kanye namabhilidi ensimbi womabili abonise inkambiso yokuba buthaka.Kusukela ekupheleni kukaJuni 2022, umehluko wentengo wawuphakathi kuka-200-370 yuan / ton, futhi umehluko wentengo ngokuyisisekelo wahlala uphansi, kodwa wawuphezulu kancane kunesikhathi sangaphambilini.ukulungisa.Njengamanje, izinga lokusebenza jikelele le-billet-adjusting and rolling Mills lisephansi, futhi i-inventory social of steel billets iphakeme kakhulu kunaleyo yenkathi efanayo eminyakeni edlule.Ngaphezu kwalokho, izigayo zensimbi njengamanje zingaphansi kwengcindezi enkulu yezezimali futhi ikakhulukazi zithunyelwa ngaphandle, ngakho-ke umehluko wentengo usulungisiwe.Kodwa isidingo samanje esisezansi nomfula asisihle, ukugcwaliswa kabusha okwenziwayo, ngakho-ke insimbi ye-strip engu-145mm ingase ibe nendawo encane yokwenyuka okubukhali esikhathini esifushane.
(2) Uma sibheka imakethe ye-steel strip kusukela enanini lokukhokhelana i-North China Strip Steel Conference
Ngomhla zingama-24 kuNhlangulana 2022, kwabanjwa iNkomfa Yensimbi YaseNyakatho China.Ngokusekelwe emoyeni weNorth China Strip Steel Seminar ngoMeyi 25, 2022, inkampani ngayinye yenze isivumelwano sokukhokha sikaJuni ngokuvumelana nezimo zayo zokukhiqiza nokusebenza kanye nezimo zemakethe.Intengo kanye nentengo yomhlahlandlela ye-strip steel ngoJulayi imi kanje: Intengo yesinxephezelo yeNkomfa Yensimbi YaseNyakatho China: NgoJuni 2022, intengo yokukhokha engaphansi kuka-355 izoba ngu-4530 yuan/ton, 356-680 izoba ngu-4550 yuan/ ton, futhi intengo engaphezu kuka-680 izoba ngu-4580 yuan/ton.Intengo yomhlahlandlela wanyanga zonke: 4400 yuan/ton, ukheshi ohlanganisa intela, kanye nama-yuan angama-70/ton ukuze yamukelwe.Uma sithatha intengo yemakethe yensimbi engu-2.5 * 232-355mm egoqelwe eshisayo eTangshan Hongxing njengesibonelo, intengo ekuqaleni kukaJuni 2022 yayiphezulu kunentengo yokukhokhela i-strip steel eNyakatho neChina, kodwa intengo yahlehla engxenyeni yokugcina unyaka.Isekhona inzuzo kule nyanga.Emakethe kaJulayi, ngenxa yezigayo zensimbi ezinciphisa isivumelwano sokukhiqiza noma izaphulelo, ngemva kokunciphisa ingcindezi kubathengisi, kungase kube nokukhuphuka kwentengo.
(3) Uma sibheka imakethe ye-steel strip kusuka kumehluko wamanani wezifunda ezinkulu zasekhaya
Uma sibheka inkambiso yentengo kuMfanekiso 3-4, intengo yamapheshana ashisayo abanzi futhi amancane emakethe yasekhaya iyancipha, futhi umehluko wentengo osenyakatho naseningizimu ushintshashintsha kakhulu ngokushintsha kwentengo.Umehluko wentengo wanyanga zonke ngu-90-270 yuan / ton.Kule nyanga, intengo yaseTangshan, indawo yokukhiqiza eyinhloko, yathinteka emakethe futhi yasabela ngokushesha.Izintengo kwezinye izifunda zilandelwe.Kodwa-ke, ngenxa yebanga, izimo zemakethe nezinye izizathu, intengo eningizimu yayisemuva.Njengoba intengo izinza, umehluko wentengo phakathi kwenyakatho neningizimu wancipha isikhathi esincane.Izingxenye zivame ukuba ngaphansi kunokujwayelekile.Nakuba ezinye zezinsiza ezisenyakatho-mpumalanga eziya eningizimu zehlile ngenxa yokunakekelwa kwemishini yensimbi kanye nokufika kamuva, intengo yamanje yamakhoyili ashisayo eningizimu iphansi kunentengo yensimbi egoqelwe eshisayo, futhi isidingo sisebuthakathaka, ngakho enyakatho. -ukusabalala kwaseningizimu kungase kuhlale kuleveli yamanje noma kuqhubeke kunciphe..
(4) Uma sibheka imakethe ye-strip steel kusuka emakethe engezansi komfula
Kusukela kumfanekiso wesi-5, sithatha imakethe yaseTangshan njengesibonelo, ngoJuni 2022, inkambiso yentengo yepayipi le-scaffolding yaseTangshan kanye nensimbi engu-145mm iyafana ngokuyisisekelo, umehluko wentengo ugcinwa ku-130-240 yuan / ton, futhi izindleko zincane. ihlanekezelwe.Ngomhla zingama-30 kuNhlangulana wezi-2022, uphenyo ngokwakhiwa kwabakhiqizi bamapayipi esikafula endaweni yaseTangshan lumi kanje: Ngokwezibalo ezingaphelele, inani lemigqa yokukhiqiza yamapayipi esikafula endaweni yaseTangshan lafinyelela ku-99, lapho kwamiswa imigqa yokukhiqiza engama-94, futhi. izinga lokusebenza belingu-5.05%, ebelizinzile uma liqhathaniswa nesonto eledlule..Phakathi kwazo, izinkampani ze-19 ziye zayeka ngokuphelele ukukhiqiza, okubandakanya imigqa yokukhiqiza ye-43;Izinkampani ezikhiqizayo ezingama-27 zinemigqa yokukhiqiza engu-56, kanti izinga lokusebenza langempela ngu-8.93%.Njengamanje, emakethe yesizini engasebenzi, inani eliphelele lokusebenzisa amandla ezimbonini zamapayipi e-rack engezansi namapayipi ayisikwele nawonxande liphansi uma kuqhathaniswa, futhi isidingo sensimbi yomugqa ongu-145mm sinqunyelwe.UJulayi usesenkathini yemvula kanye nesimo sezulu sokushisa okuphezulu, okusenomthelela omkhulu kutheminali, ngakho-ke isidingo esingaphansi komfula singase sisebuthakathaka, ngakho intengo ye-strip steel engu-145mm ingase iqhubeke nokuguquguquka ngokubuthakathaka.
Uma sithatha i-Tangshan njengesibonelo, ngoJuni 2022, ithrendi yentengo yomugqa oshisayo ongu-232-355mm kanye nepayipi elishiselwe amayintshi angu-4 iyafana ngokuyisisekelo, futhi umehluko wentengo wepayipi nomcu ushintshashintsha kakhulu.phakathi.Maphakathi nonyaka, intengo ye-hot-rolled strip yehla kakhulu, futhi intengo yepayipi yayiphansi, ngakho kwaba nokusabalala okukhulu.Kodwa-ke, njengoba inani lemakethe lizinza kancane kancane, ukusabalala kwepayipi ne-strip kubuyele ezingeni elijwayelekile.Njengamanje, ukuthengiselana kwefekthri yamapayipi akubushelelezi, ngakho-ke i-inventory yezinto zokusetshenziswa nemikhiqizo eqediwe ilawulwa ezingeni eliphansi, futhi ukuqaliswa okuphelele ngokuyisisekelo cishe ku-20-50%, futhi imboni yepayipi igcwalisa njengoba kudingeka. .NgoJulayi, amanye ama-strip Mills e-Tangshan anciphisa ukukhiqizwa kancane, kodwa ukungqubuzana phakathi kokunikezwa nokufunwa akukanciphi okwamanje.Kusukela ngomhla ka-30 Juni 2022, ngokwedatha yocwaningo lwe-Mysteel, izinga lokusebenza kwe-strip steel engaphezu kuka-232mm lalingu-51.85%, elaliyisicaba isonto nesonto futhi lenyuka ngo-7.85% inyanga nenyanga;Izinga lokusebenzisa amandla kuleli sonto libe ngu-56.93%, ukwehla kwesonto nesonto ngo-1.36% kanye nokwenyuka kwenyanga nenyanga ngo-7.18%.
2. Ukuhlaziywa kwefomu le-strip export
Eminyakeni yakamuva, umthamo we-hot-rolled strip wasekhaya ezweni lami uye wehla kancane kancane.Ukwengeza, isidingo se-hot-rolled strip ezimakethe zangaphandle asiphezulu, ikakhulukazi i-hot-rolled steel kanye nensimbi egoqekayo.Ngakho-ke, umthamo wokuthekelisa we-hot-rolled strip uqhathaniswa nezinye izinhlobo.Ngasohlangothini oluphansi, ikakhulukazi ihlangabezana nesidingo sokukhiqiza semakethe yasekhaya, kodwa umthamo wokuthekelisa wensimbi egoqelwe eshisayo ngendlela yemikhiqizo yokugcina embonini yokukhanya kanye nemboni yehadiwe inkulu kakhulu.
(1) Izinguquko ekuthunyelweni kwamanye amazwe kwensimbi emincane egoqelwe ngokushisayo
NgoMeyi 2022, umthamo wokuthekelisa wensimbi emincane egoqelwe eshisayo wawungamathani angama-23,786.442, ukwanda ngo-2% inyanga nenyanga kanye nokunyuka konyaka ngama-32%.NgoMeyi 2022, izinga langaphambilini lizoqhubeka nokugcinwa, ngokunyuka okuncane.Kodwa-ke, intengo yamazwe ngamazwe iye yaqhubeka yehla muva nje, ngisho nangaphansi kwenani lasekhaya, inzuzo yentengo iye yaba buthaka, futhi ukuthunyelwa kwamanye amazwe kungase kwehle.
(2) Izinguquko ekuthunyelweni kwamanye amazwe kwensimbi emincane egoqelwe ngokubanda
NgoMeyi 2022, ukuthunyelwa kuzwelonke kwensimbi emincane egoqelwe ebandayo kwaba amathani angama-50,779.124, ukukhuphuka kwenyanga nenyanga ngama-33.86% kanye nokukhula konyaka ngonyaka ngama-54.25%.Inani lokuthunyelwa kwempahla kwamanye amazwe ngoMeyi lenyuke kakhulu uma liqhathaniswa no-April ngenxa yethonya lemvelo yamazwe ngamazwe.Kodwa-ke, ngenxa yokuntengantenga kwakamuva kwezintengo zensimbi zamazwe ngamazwe, ukuthunyelwa kwamanye amazwe kwensimbi emincane egoqelwe ngamakhaza ngoJulayi nakho kungase kuthinteke.
3. Imakethe ye-strip steel yasekhaya ingase iqhubeke nokuguquguquka kancane ngo-July
(1) Uhlangothi lwezindleko
Ngomhla zingama-29 kuNhlangulana 2022, izindleko ezimaphakathi zensimbi eshisayo ngaphandle kwentela yezigayo zensimbi ezivamile e-Tangshan zazingu-3,388 yuan/ton, futhi izindleko ze-strip steel zazilinganiselwa ku-350 yuan/ton.Ngokuphathelene nezinto zokusetshenziswa, i-coke inyuswe ngama-yuan angu-200/ton, futhi inzuzo yesigayo sensimbi iye yalungiswa kancane, kodwa izindleko azikho ukusekelwa kwentengo okwamanje.
(2) Uhlangothi lokunikezela
Kusukela ngomhla ka-30 Juni 2022, izinga lokusebenza kwamabhizinisi okukhiqiza insimbi engu-63 eshisayo ye-Mysteel lalingu-58.76% kuleli sonto, +2.06% isonto ngalinye;-3.09% inyanga nenyanga;ukusetshenziswa kwamandla kwakungama-61.20%, isonto nesonto -2.02%;Inyanga-ngenyanga -2.79%;umkhiqizo wangempela waleli sonto wezigayo zensimbi wawungamathani ayizigidi ezingu-1.4845, isonto nenyanga - amathani angu-49,100;inyanga nenyanga - amathani angama-67,600;i-steel mill inventory yayingamathani angu-319,600, isonto nesonto - amathani angu-26,400;ngenyanga-ngenyanga -27,700 amathani.Nakuba okukhiphayo kuphansi kunesikhathi esifanayo seminyaka edlule, izigayo zensimbi zamanje zingaphansi kwengcindezi enkulu yezezimali, ngakho-ke ama-oda aphansi amukelwa ngokuyinhloko.Ngokuhambisana nokuguqulwa kwezindleko, kusekhona okulindelekile kokuncishiswa kokukhiqiza esikhathini esizayo.
(3) Uhlangothi lwesidingo
UJulayi usesenkathini engokwesiko, futhi isidingo singase singathuthuki ngenxa yenkathi yemvula.Ekupheleni kwenyanga, njengoba isikhathi sezimvula siphela, isidingo somucu obandayo ogoqwe uthayela singase silulame.Nokho, intengo yamazwe ngamazwe iqhubekile nokuba buthaka muva nje.anda futhi.
(4) Uhlangothi lokusungula
Kusukela mhla zingama-30 kuNhlangulana wezi-2022, isamba sesampula sesampula yensimbi egoqelwe eshisayo kuleli sonto besingamathani ayi-1,083,600, ukwehla ngamathani angama-46,500 ukusuka ngesonto eledlule, ukwanda kwamathani ayi-19,500 ukusuka esikhathini esifanayo ngenyanga edlule, kanye nokwenyuka. amathani angu-396,300 kusukela ngesikhathi esifanayo ngonyaka odlule.Njengamanje, isamba sezwe lonke se-hot-rolled strip sisephezulu kunesikhathi esifanayo seminyaka edlule, kodwa njengoba ezinye izigayo zensimbi zinciphisa ukukhiqizwa, inani lempahla lehle kancane.Njengamanje, ingcindezi ye-inventory yabathengisi iseyinkulu uma kuqhathaniswa, kodwa akhona namanye amabhizinisi kahulumeni abiyela izinsiza.Ngemuva kwenzuzo evela kumehluko wamanje wamanani esikhathini sakamuva, i-inventory ingase yehle kakhulu.
(5) Ukubuka kwe-Macroscopic
1. UNdunankulu u-Li Keqiang wengamele umhlangano wesigungu soMkhandlu Wombuso ukuze anqume izinyathelo zamathuluzi ezezimali okuthuthukiswa okusekelwe kunqubomgomo ukuze kusekelwe ukwakhiwa kwamaphrojekthi amakhulu, nokwandisa ukutshalwa kwezimali okuphumelelayo ukuze kuthuthukiswe ukuqashwa nokusetshenziswa.Umhlangano unqume ukusebenzisa amathuluzi ezezimali wenqubomgomo nokuthuthukiswa ukuze kuqoqwe ama-yuan ayizigidi eziyizinkulungwane ezingu-300 ngokukhishwa kwamabhondi ezezimali, azosetshenziselwa ukunezela inhloko-dolobha yamaphrojekthi amakhulu noma ukuvala inhloko-dolobha yemiklamo yezikweletu ezikhethekile.Uhulumeni omkhulu uzonikeza izaphulelo ezifanele.
2. Ihhovisi LeQembu Eliholayo Lesiqinisekiso Sokuthutha kanye Nokushelela KoMkhandlu Wezwe likhiphe isaziso sokuphakela ukwenza umsebenzi omuhle ekuqinisekiseni ukuthuthwa kwamandla phakathi nehlobo elishisa kakhulu.Iziteshi zemigwaqo esheshayo ezibandakanya ugesi kanye nokuthuthwa kwamalahle kufanele zivule yonke imizila ekhokhelwayo ukuze kwandiswe umthamo nokusebenza kahle kweziteshi ezikhokhelwayo.Mayelana nokuthuthwa ngololiwe, kuye kwathathwa izinyathelo ezihlukahlukene ukuze kuthuthukiswe ukusebenza kahle kokuthulula amalahle ashisayo.Mayelana nokuthuthwa kwamanzi, kuyadingeka ukuqinisa ukuqapha, ukuhlaziya kanye nokwahlulela ukuthunyelwa kwamalahle kanye nokugcinwa kwamachweba emachwebeni abalulekile njengamachweba amane asenyakatho.
NgoMashi noJuni, i-Caixin China Manufacturing Purchasing Managers Index (PMI) yaqopha amaphuzu angama-51.7, angu-3.6 ngamaphesenti angaphezu kwawangoMeyi, okuqeda inkambiso yezinyanga ezintathu ezedlule yaphinde yabuyela ebangeni lokunwetshwa, futhi iphezulu kakhulu kusukela ngoJuni 2021. .
Ukufingqa, ngoJulayi 2022, imakethe ye-steel strip eshisayo izothinteka ngenkathi yemvula kanye nesimo sezulu sokushisa okuphezulu, futhi kungase kube nzima ukuthi isidingo sithuthuke kakhulu;i-inventory yezenhlalakahle iphakeme kakhulu kunesikhathi esifanayo seminyaka edlule, futhi abakhiqizi bangaphansi kwengcindezi enkulu;Izigayo zensimbi zinezinhlelo zokunciphisa ukukhiqizwa, ukunikezwa kwehle kancane kancane, futhi ukungqubuzana phakathi kokunikezwa kanye nesidingo kungase kuncishiswe.Kodwa amanani entengo ensimbi yamanje aqhubeka ehla, noma athinte amanani emakethe yasekhaya.Ukufingqa, kulindeleke ukuthi imakethe yemigqa egoqiwe eshisayo ingase iqhubeke nokuguquguquka kancane ngoJulayi.
Isikhathi sokuthumela: Jul-04-2022