Amaxabiso esinyithi afikelele kwinqanaba eliphezulu kakhulu, kunye namaxabiso emveliso yesinyithi yasekhaya eTshayina nawo enyuka kakhulu. Nangona ixesha lokuphumla ehlotyeni liza, ukunyuka kwamaxabiso esinyithi kusenokwenzeka ukuba kuqhubeke ukuba iingxaki zobudlelwane phakathi kweTshayina ne-Australia zihlala zikho kwaye ukuba izicwangciso zaseTshayina zokunciphisa imveliso yesinyithi ziyazaliseka.

Ixabiso lesinyithi liphezulu kakhulu kwi-US$200/ton, ixabiso eliphezulu kakhulu

Ngomhla we-10 kuCanzibe, ixabiso le-iron ore eTshayina evela e-Australia linyuke nge-8.7% ukuya kwi-US$228/ton ephezulu kakhulu (i-Fe61.5%, i-CFR). Amaxabiso e-iron ore anyuke nge-44.0% kulo nyaka kunye ne-33.5% kule nyanga. Indibaniselwano yemicimbi yezemali neyezopolitiko, kunye neemeko zokubonelela kunye nemfuno, zibangela ukwanda. I-World Steel Association yaxela kwangaphambili ngo-Epreli ukuba ukusetyenziswa kwentsimbi kwihlabathi liphela naseTshayina kuya kunyuka nge-5.8% yy kunye ne-3.0% yy, ngokulandelelana, ngo-2021. Nangona urhulumente waseTshayina ekhankanye isidingo sokunciphisa imveliso yentsimbi ukuze kuncitshiswe ukukhutshwa kwekhabhoni, umyinge wemveliso yentsimbi eluhlaza yaseTshayina yemihla ngemihla wawumi kwi-2.4 yezigidi zeetoni (+19.3% yy) kwiintsuku ezilishumi zokugqibela zika-Epreli, nto leyo ekwalixabiso eliphezulu elitsha.

Kutshanje iTshayina ibhengeze ukuphela kweNgxoxo yoQoqosho oluCwangcisiweyo ne-Australia, iphakamisa inkxalabo yokuba ukungqubana phakathi kwala mazwe mabini kuya kuthatha ixesha elide. ITshayina ingenisa malunga ne-80% ye-iron ore yayo, kwaye ukuxhomekeka kwayo kwi-Australia (61% ye-iron ore evela kwamanye amazwe) yenye into ebangela ukuba ixabiso le-iron ore linyuke. Okuphawulekayo kukuba, iTshayina ibonisa ukuzimela okuphezulu ngamalahle, kodwa amaxabiso amalahle abuthathaka.

Amaxabiso entsimbi aphezulu kakhulu kwaye aza kuhlala eqinile okwangoku

Ngomhla we-10 kuCanzibe, ixabiso le-HR eShanghai linyuke nge-5.9% ukuya kwi-RMB6,670/ton, ixabiso eliphezulu kakhulu. Ixabiso eliqhelekileyo le-HR lesizwe linyuke nge-6.5% yy ukuya kwi-RMB6,641/ton. Amaxabiso entsimbi anyuke kakhulu ngenxa yokunyuka kwamaxabiso e-iron ore kunye nezicwangciso zikarhulumente waseTshayina zokunciphisa amandla emveliso yentsimbi. IKhomishini yoPhuhliso lweSizwe noHlaziyo yaseTshayina kunye noMphathiswa wezoShishino noLwazi bayalele ukuba kuncitshiswe amandla emveliso kwiindawo ezinomoya ongcolileyo kakhulu (iJing-Jin-Ji, iYangtze Delta, kunye nePearl River Delta) ukususela ngoJuni.

UMongameli waseTshayina uXi uthi ukukhutshwa kwekhabhoni eTshayina kuza kufikelela kwinqanaba eliphezulu ngo-2030 kwaye ilizwe liza kube lingenalo ifuthe kwikhabhoni ngo-2060. NgoJanuwari, urhulumente waseTshayina uthe uza kunciphisa imveliso yentsimbi kulo nyaka ukuze kuncitshiswe ukukhutshwa kwekhabhoni. Ukuba ukuncipha kwemveliso yentsimbi kuya kwenzeka, kuya kukhokelela ekunyukeni kwamaxabiso emveliso yentsimbi. Ubudlelwane obubi phakathi kweTshayina neOstreliya buya kukhokelela ekubeni amaxabiso entsimbi anyuke, kwaye umgaqo-nkqubo wokunciphisa imveliso karhulumente waseTshayina kulindeleke ukuba uqhubele phambili ukunyuka kwamaxabiso entsimbi.

Iqamza lisenokuba liphuma kwisitokhwe sentsimbi.

Ubhubhane uwise imboni yentsimbi yaseMelika entwasahlobo ephelileyo, nto leyo eyanyanzela abavelisi ukuba bavale imveliso njengoko babezabalazela ukusinda kuqoqosho olwaluwohloka. Kodwa njengoko imeko yayiqhubeka, iifektri zacotha ukuqalisa kwakhona imveliso, kwaye oko kwadala ukunqongophala okukhulu kwentsimbi.

Ngoku, ukuvulwa kwakhona koqoqosho kuqhuba ukukhula kwesinyithi okunamandla kangangokuba abanye bakholelwa ukuba kuya kuphelela ngeenyembezi.

“Oku kuza kuhlala ixesha elifutshane. Kufanelekile kakhulu ukubiza oku ngokuthi yibhamuza,” utshilo umhlalutyi weBhanki yaseMelika uTimna Tanners kwi-CNN Business, esebenzisa “igama elibi” elidla ngokuphepheka ngabahlalutyi bezabelo ezivela kwiibhanki ezinkulu.

Emva kokwehla kwexabiso lentsimbi ye-US exabisa malunga ne-$460 kunyaka ophelileyo, amaxabiso entsimbi ye-coil ehot-rolled coil ekumgangatho ophezulu ngoku afikelele kwi-$1,500 ngetoni, irekhodi eliphezulu eliphantse liphindwe kathathu kunomndilili weminyaka engama-20.

Izitokhwe zentsimbi ziyatsha. I-US Steel, eyawa yafikelela kwinqanaba eliphantsi kakhulu ngoMatshi ophelileyo ngenxa yoloyiko lokungabhaqwa, inyuke ngama-200% kwiinyanga ezili-12 kuphela. I-Nucor inyuke ngama-76% kulo nyaka kuphela.

Nangona “ukunqongophala noloyiko” kunyusa amaxabiso entsimbi kunye namasheya namhlanje, uTanners uqikelele ukuba kuza kuguquka kabuhlungu njengoko umbane ufikelela kwinto ayichaze njengemfuno engathandekiyo.

“Silindele ukuba oku kuya kulungisa — kwaye rhoqo xa kulungisa, kulungisa ngokugqithisileyo,” utshilo uTanners, igqala elineminyaka engamashumi amabini kwishishini lesinyithi elabhala ingxelo kwiveki ephelileyo eyayinesihloko esithi “Iimpahla zentsimbi zisebhamuzeni.”

'Inegwebu elincinci'

UPhil Gibbs, umlawuli wophando lwe-metal equity kwiKeyBanc Capital Markets, uvumile ukuba amaxabiso entsimbi akwizinga elingaguqukiyo.

“Oku kungafana neoyile ye-$170-a-barrel. Ngexesha elithile, abantu baza kuthi, ‘Ukuba oku, andiyi kuqhuba, ndiza kukhwela ibhasi,’” uGibbs uxelele i-CNN Business. “Ulungiso luza kuba nzima kakhulu. Ngumbandela nje wokuba kuza kwenzeka nini kwaye njani.”

Nangona amaxabiso enyuka, imfuno yentsimbi iphezulu

Isihloko sale veki: Amaxabiso entsimbi eTshayina anyuke kakhulu kwiindleko zezinto eziluhlaza

Kodwa imfuno isephezulu, ngokuyinxenye ngenxa yesicwangciso sokubuyisela ubomi kwihlabathi liphela emva kobhubhane we-covid-19.

bonke abenzi bentsimbi bafuna i-ore yentsimbi kwimarike ngokungxama.

Njengomnye wabavelisi abaphambili beevalvu eTshayina

I-NORTECH Engineering corporation limited, ivakalelwa yimpembelelo enkulu yale ndlela yemarike.

Sijongene nesaziso esingxamisekileyo esivela kubasunguli bezixhobo, abona bathengisi babalulekileyo bezixhobo zeevalvu.

Lonke uluhlu lwamaxabiso oludlulileyo alusasebenzi.

Ukunyuka kwangoko nge-CNY 1000 (US$ 154) itoni nganye kwi-cast iron/steel castings, kuthetha ukunyuka kwe-8% kwi-cast iron kunye nokunyuka kwe-13% kwi-cast iron.

Kwiifektri ezininzi zeevalvu zaseTshayina ezine-margin ngaphakathi kwe-10%, ziya kudla inzuzo okanye zibangele ilahleko.

Ukuza kuthi ga ngoku, sibazisile abathengi bethu ngale meko kunye namathuba okunyuka kwamaxabiso.

Siza kuthetha-thethana ngexabiso elitsha nabathengi xa imakethi ithomalale.

Siza kuqhubeka nokubonelela ngomgangatho ophezuluiivalvu zebhabhathane,iivalvu zesango,iivalvu zebhola,iivalvu zokujongakwayeizihluzokubathengi bethu.

Nceda ungathandabuzi ukuqhagamshelana nathi ukuba unesi sidingo.