Amaxabiso entsimbi ekrwada afikelele kwelona xesha liphezulu, kunye namaxabiso emveliso yentsimbi yasekhaya yaseTshayina nawo andonga ukurekhoda phezulu.Nangona i-off-season yasehlotyeni ingaphambili, ukunyuka kwamaxabiso entsimbi kunokwenzeka ukuba kuqhubeke ukuba iingxaki zobudlelwane phakathi kweTshayina ne-Australia zihlala kwaye ukuba izicwangciso zaseTshayina zokusika imveliso yentsimbi ziyenzeka.

Ixabiso lentsimbi liphezulu US$200/toni, irekhodi eliphezulu

Ngomhla we-10 kaMeyi, ixabiso lentsimbi ekrwada yase-China evela kumazwe angaphandle e-Australia lenyuke nge-8.7% dd ukuya kwirekhodi-phezulu US$228/ton (Fe61.5%, CFR).Amaxabiso e-iron anyuke nge-44.0% kulo nyaka kunye ne-33.5% kule nyanga.Indibaniselwano yemicimbi yezemali nezopolitiko, kunye neemeko zokubonelela kunye nemfuno, zinoxanduva lokunyuka.I-World Steel Association yaxela kwangaphambili ngo-Epreli ukuba ukusetyenziswa kwentsimbi yehlabathi kunye neTshayina kuya kunyuka i-5.8% yy kunye ne-3.0% yy, ngokulandelanayo, ngo-2021. Nangona urhulumente waseTshayina ekhankanya imfuneko yokusika imveliso yentsimbi ukunciphisa ukukhutshwa kwekhabhoni, i-avareji yemihla ngemihla yaseChina yentsimbi ekrwada. isiphumo simi kwi-2.4mn yeetoni (+ 19.3% yy) kwiintsuku ezilishumi zokugqibela zika-Epreli, nayo iphezulu entsha.

I-China isandula ukubhengeza isiphelo kwiNgxoxo yezoQoqosho yobuChule kunye ne-Australia, iphakamisa inkxalabo yokuba ukungaboni ngasonye phakathi kwala mazwe mabini kuya kuthatha ixesha elide.I-China ithenga kumazwe angaphandle malunga ne-80% yentsimbi yayo, kwaye ukuxhomekeka kwayo e-Australia (i-61% yokuthengiswa kwamanye amazwe) yenye into ebangela ukuba ixabiso lentsimbi linyuke.Inqaku, i-China ibonisa ukuzimela okuphezulu ngamalahle, kodwa amaxabiso amalahle abuthathaka.

Amaxabiso entsimbi ngalo lonke ixesha aphezulu kwaye ahlale omelele okwexeshana

Ngomhla we-10 ngoMeyi, ixabiso le-HR e-Shanghai lenyuke nge-5.9% dd ukuya kwi-RMB6,670 / ton, irekhodi eliphezulu.Ixabiso le-HR eliqhelekileyo lesizwe nalo litsibe nge-6.5% yy ukuya kwi-RMB6,641/ton.Amaxabiso entsimbi anyuke kakhulu ngenxa yokunyuka kwamaxabiso entsimbi ekrwada kunye nezicwangciso zikarhulumente waseTshayina zokunciphisa umthamo wokuvelisa intsimbi.IKhomishini yoPhuhliso lweSizwe kunye noHlengahlengiso lwaseTshayina kunye neSebe lezoShishino kunye neTeknoloji yoLwazi lwayalela ukuba kuncitshiswe umthamo wemveliso kwiindawo ezinongcoliseko olukhulu lomoya (Jing-Jin-Ji, Yangtze Delta, kunye nePearl River Delta) ukuqala ngoJuni.

Umongameli waseTshayina u-Xi uye wathi ukukhutshwa kwekhabhoni yaseChina kuya kuphuma ngo-2030 kwaye isizwe siya kuba ne-carbon-neutral ngo-2060. NgoJanuwari, urhulumente waseTshayina wathi uya kunqumla imveliso yensimbi kulo nyaka ukunciphisa ukukhutshwa kwekhabhoni.Ukuba imveliso yensimbi iyancipha, iya kubangela ukunyuka kwamaxabiso emveliso yensimbi.Ukuba mandundu ubudlelwane phakathi kwe-China ne-Australia kunokukhokelela kumaxabiso aphezulu entsimbi, kwaye umgaqo-nkqubo wokunciphisa imveliso karhulumente waseTshayina kulindeleke ukuba wandise ukunyuka kwamaxabiso entsimbi.

Iqamza linokuvutshelwa kwizitokhwe zentsimbi.

Lo bhubhani uzise imveliso yentsimbi yaseMelika emadolweni entwasahlobo edlulileyo, inyanzela abavelisi ukuba bavale imveliso njengoko bezabalaza ukusinda kuqoqosho oluqhubelekayo.Kodwa njengoko kwakuqhubeka ukuchacha, ii-mill zacotha ukuphinda ziqalise ukuvelisa, kwaye oko kwadala ukunqongophala okukhulu kwentsimbi.

Ngoku, ukuvulwa kwakhona koqoqosho kuqhuba intsimbi eyomeleleyo kangangokuba abanye baqinisekile ukuba iya kugqiba ngeenyembezi.

“Oku kuza kuba kokwexeshana.Kufanelekile ukubiza oku njengeqamza,” umhlalutyi weBhanki yaseMelika uTimna Tanners uxelele i-CNN Business, esebenzisa “igama-b” abathi abahlalutyi bolingano abasuka kwiibhanki ezinkulu baphephe.

Emva kokuphuma malunga ne-$460 kulo nyaka uphelileyo, amaxabiso entsimbi yekhoyili eshushu aqengqeleke e-US ahleli malunga ne-1,500 yeedola ngetoni, irekhodi eliphezulu eliphantse liphindeke kathathu kumyinge weminyaka engama-20.

Izitokhwe zentsimbi ziyatsha.I-US Steel, eye yawa phantsi kwerekhodi kuMatshi ophelileyo phakathi koloyiko lokutshona, inyuke nge-200% kwiinyanga nje ezili-12.I-Nucor inyuke nge-76% kulo nyaka kuphela.

Ngelixa "ukunqongophala kunye noloyiko" zinyusa amaxabiso entsimbi kunye nezitokhwe namhlanje, abakwaTanners baqikelele ukubuyisela umva okubuhlungu njengoko unikezelo lufikelela kwinto ayichaze njengemfuno engathandekiyo.

"Silindele ukuba oku kuya kulungisa - kwaye rhoqo xa ilungisa, ilungisa ngaphezulu," utshilo uTanners, igqala leminyaka elishumi kumzi mveliso wesinyithi obhale ingxelo kwiveki ephelileyo enesihloko esithi "Izitokhwe zentsimbi kwiqamza."

'Kunegwebu kancinci'

UPhil Gibbs, umlawuli we-metal equity research kwi-KeyBanc Capital Markets, wavuma ukuba amaxabiso ensimbi akumanqanaba angenakulinganiswa.

Oku kuya kufana ne-oyile ye-170 yeedola ngomphanda.Ngaxa lithile, abantu baya kuthi, 'Ukuba oku, andizukuqhuba, ndiza kukhwela ibhasi,'” uGibbs uxelele I-CNN Business.“Ulungiso luya kuba qatha kakhulu.Ngumcimbi nje wokuba yenzeka nini kwaye njani.”

Nangona amaxabiso anyukayo, imfuno yentsimbi iphezulu

Umxholo wale veki:Amaxabiso entsimbi eTshayina ayenyuka kwiindleko zemathiriyeli ekrwada

Kodwa imfuno isephezulu, ngokuyinxenye ngenxa yesicwangciso sokubuyisela kwihlabathi emva kobhubhani we-covid-19.

bonke abenzi bentsimbi bafuna intsimbi ekrwada emarikeni.

Njengomnye wabenzi bevalvu ephambili eTshayina

Umbutho wobuNjineli be-NORTECH umda, uzive unempembelelo enkulu yale meko yentengiso.

Sijongene nesaziso sikaxakeka esivela kwiziseko, abona baboneleli ababalulekileyo beendawo zevalvu.

Lonke uluhlu lwamaxabiso lwangaphambili alusasebenzi.

Ukunyuka ngokukhawuleza kwe-CNY 1000 (i-US $ 154) itoni nganye yesinyithi / intsimbi yentsimbi, ithetha ukunyuka kwe-8% yentsimbi kunye ne-13% yokunyusa isinyithi.

Kuninzi lweefektri zevalvu zaseTshayina ezinomda phakathi kwe-10%, ziyakutya inzuzo okanye zibangele ezilahlekileyo.

Ukuza kuthi ga ngoku, sibazise abathengi bethu ngale meko kunye nokunyuka kwamaxabiso.

Siza kuthethathethana ngexabiso elitsha nabathengi xa imarike izolile.

Siza kuqhubeka nokubonelela ngomgangatho ophezuluiivalve butterfly,iivalve zesango,iivalve zebhola,khangela iivalvekwayeizihluzikubathengi bethu.

Nceda ungalibazisi ukunxibelelana nathi ukuba unemfuno.