Isishwankathelo sentengiselwano yemveliso egqityiweyo
Intambo ye-Screw: ixabiso lentonga yocingo kwimarike ye-Hebei yehla ukusuka phezulu ukuya ezantsi: i-Anfeng yehla nge-20, i-Jiujiang yehla ngama-20, i-Jinzhou yazinza, i-Chunxing yehla ngama-20, i-Aosen yehla ngama-20; iWu'an wire rod Yuhuawen, Jinding and Taihang; Ixabiso lokutshixa kwimarike yaseWu'an yi-3515-3520; Ixabiso lexabiso lokunikezelwa kwe-Anping ngaphandle kwerhafu: 195 / 6.5 Aosen 3680 Anfeng 3675 Jiujiang 3710. Namhlanje, ukuhanjiswa ngokuthe ngqo kweebhilidi zensimbi kunomsebenzi wokuthengiselana okuphakathi. Okwangoku, abanye abarhwebi beendawo zokugcina izinto zensimbi yaseTangshan babika i-3690 yuan (irhafu ibandakanyiwe), kunye neentengiselwano ezimbalwa; Ngokubhekiselele kwimarike, imarike yexesha elizayo ibambe ukothuka okuluhlaza, intshiseko yentelekelelo yentengiso yaphola, izixhobo ezikumgangatho ophezulu zawa kancinane, amaxabiso abathengisi beemarike ayephantsi kancinci, imo yokulinda nokubona yonyuka, kwaye urhwebo lwaluqhelekile. buthathaka. Kulindeleke ukuba kwixesha elifutshane, amaxabiso azinze kwaye aguquguquke.
Strip steel: uhlengahlengiso olubuthathaka kwi-tropics yaseNyakatho ye-China. Okwangoku, i-145 series narrowband mainstream report 3930-3940, kuquka irhafu, ishiya umzi-mveliso. Intengiselwano iyonke ibuthathaka, kwaye ukuthengwa kwempahla esezantsi ngokucacileyo kukulinda kwaye ubone. I-355 ibhekisa kwi-3595-3605 indawo ehamba ze kwimarike ye-broadband, ezinzileyo xa kuthelekiswa nemva kwemini. Emva kwemini, inkumba yayibambe umothuko oluhlaza, kodwa abarhwebi babenomnqweno olinganiselweyo wokwehlisa. Intengiselwano yangoku yeemarike iphakathi, kuphela ixabiso eliphantsi lihamba kakuhle. Ixabiso elibandakanya irhafu kwimarike yaseTangshan yi-3900-3920, ixabiso kwimarike ye-Handan yi-3930-3940, kwaye ixabiso kwi-factory yaseTianjin yi-3930-3980. Okwangoku, umgaqo-nkqubo wobhubhane kwimimandla eyahlukeneyo ubanzi kwaye ukhululekile, kwaye imakethi ayinaxinzelelo olukhulu olubi ngaphandle kokungonelanga kokulandelelwa kwemfuno. Ke ngoko, indawo esezantsi ayivulwanga ngokupheleleyo okwangoku, kwaye ingqondo esezantsi isaqinile. Cinga ngenkxaso yeendleko, kwaye uqikelele okanye ulungelelanise ukuzinza okuphambili.
Iprofayili: ixabiso lohlobo lweNorth China luzinzile kwaye lubuthathaka kancinci. Tangshan: 5 iikona 4050, Tangshan: 10 iikona 4020, Tangshan: 16 iikona 4020, Cangzhou: 5 iikona 4210, Tianjin: 4 iikona 4340, Handan: 5 iikona 4060, Handan 4060 iikona, Handan 4010 kwikona enye 010. Ukuthintela nokulawula ubhubhane, imeko yemarike iya iphucuka ngokuthe ngcembe, kwaye imeko yokuhanjiswa kwempahla nayo iye yaphuculwa ngokuqhubekayo. Noko ke, njengoko imozulu isiya ibanda, ukwakhiwa kweetheminali kwiindawo ezininzi kuya kufikelela esiphelweni ngokuthe ngcembe. Imfuno ikwindawo enciphayo, kwaye ukuzimisela kokuthengwa kwempahla emazantsi omlambo awonelanga. Abasembindini nabo balumkile malunga nokuzaliswa kwamaxabiso aphezulu, kwaye kulindeleke ukuba ixabiso lexeshana elifutshane lizinziswe kwaye lisebenze.
Izinto zombhobho: amaxabiso e-East China anyukile kwaye awile. Icwecwe lombhobho elingenamthungo eLiaocheng kwiPhondo laseShandong liwile ngama-40, umbhobho obhinqiweyo ngama-30, umbhobho weLaiwu ojikelezayo ngo-10, umbhobho odityanisiweyo weHangzhou kunye nesikafula ngama-30, kunye nombhobho ojikelezayo ngama-60. , neengqondo zabarhwebi zitshintshile. Nangona kunjalo, okwangoku, intengiselwano yemarike ayiguquguquki, kwaye ezinye iiplanti zemibhobho zingxamele ukusebenzela ukusilela kwee-odolo ngenxa yemeko yobhubhane. Kutshanje, ixabiso lezinto eziluhlaza linyukile, kwaye uxinzelelo kwiplanti yokulawula ukusebenzisa imali lukhulu kakhulu. Ukongeza, isiphumo se-off-season sitshintshile, kwaye imfuno yemarike iye yachacha kancinci. Emva koqwalaselo olubanzi, kulindeleke ukuba ixabiso lemibhobho liya kulungelelaniswa ngokuthe ngcembe kwaye kancinane.
Uhlalutyo lwentsingiselo yeenkumba ezizayo
Inkcazo emfutshane ngeQiaoluo: Qiaoluo 05 yayilawulwa kukothuka imini yonke. I-K yansuku zonke ivale i-positive kuluhlu olumxinwa, ivala i-3808, kwaye iwa nge-0.60% kwi-23. Itshathi yemihla ngemihla ye-BOLL iguqulele phezulu kumzila ophantsi, kwaye isalathisi se-KD sibonise umnqamlezo ofileyo. Imithi yelizwe egqityiweyo yawa ngaphezu kokunyuka, kwaye ixabiso eliqhelekileyo leentlobo ezahlukeneyo liye laguquguquka nge-10-20. Ulindelo oluqinisekileyo olukhulu lusekho. Uninzi lweendleko zezibonelelo zikwicala eliphezulu, kwaye abavelisi bazimisele ukuxhasa amaxabiso. Nangona kunjalo, ixesha lokuphumla kwicala lemfuno liya lisiba nzulu. Abasebenzisi bokugqibela bathenga ikakhulu ngokufunwa, kwaye ukuthengiselana kuyaqhubeka nokuba buthathaka. Abanye abarhwebi banciphisa ubukhulu bempahla kwimisebenzi yabo, kwaye abanalo ithemba malunga nemarike yexesha elizayo. Kucetyiswa ukuba abarhwebi abaneempahla ezininzi banciphise iindawo zabo zokugcina iimpahla ngokufanelekileyo xa iimpahla ziphezulu, kwaye balinde kwaye babone xa iimpahla zincinci. Ukungcangcazela kwenqanaba eliphezulu le-screw yeqonga, inkxaso ye-3770, uxinzelelo 3825, 3850, 3890.
Utoliko lwe-macro hotspot
[I-China Steel Association: isitokhwe sentlalo seentlobo ezintlanu eziphambili zentsimbi kwizixeko ezingama-21 sehle ngeetoni ezili-120000 ngasekupheleni kukaNovemba]
Ekupheleni kukaNovemba, isitokhwe sentlalo yeentlobo ezintlanu ezinkulu zentsimbi kwizixeko ze-21 zaziyi-7.39 yezigidi zeetoni, ngenyanga ngenyanga yokuncipha kweetoni ze-120000, okanye i-1.6%, kwaye ukuhla kwaqhubeka kuncinci; 970000 iitoni ngaphantsi koko ekupheleni kuka-Oktobha, phantsi 11.6%; 490000 iitoni ngaphantsi ekuqaleni konyaka, phantsi 6.2%; Ukuncipha konyaka-ngonyaka kwe-1.42 yezigidi zeetoni, okanye i-16.1%.
[China Federation of Logistics and Purchasing: Isalathiso somphathi wokuthengwa kwemveliso yehlabathi siqhubekile nokuhla ngoNovemba]
I-China Federation of Logistics and Purchasing ikhuphe isalathiso sabaphathi bokuthenga kushishino lwemveliso yehlabathi ngoNovemba nge-6. Isalathiso siqhubekile sisebenza kuluhlu lokucutheka olungaphantsi kwama-50%, kwaye uqoqosho lwehlabathi luqhubekile nokuhla. NgoNovemba, isalathiso sabaphathi bokuthengwa kwemveliso yehlabathi besingama-48.7%, sehle nge-0.7 yepesenti yamanqaku ukusuka kwinyanga edlulileyo, kwaye ngaphantsi kwama-50% kwiinyanga ezimbini ezilandelelanayo.
Utoliko: Kwimbono yommandla ongaphantsi, isalathiso sabaphathi bokuthenga kwishishini lemveliso e-Asiya naseMelika zombini zehle ngaphantsi kwe-50%, kwaye ishishini lokuvelisa lijongene noxinzelelo lokucutheka; Nangona isalathiso sabaphathi bokuthenga kwishishini lemveliso yaseYurophu iye yaphinda yavela kwinyanga edlulileyo, isengaphantsi kwama-48%, kwaye ishishini lemveliso ligcina umkhwa obuthathaka wokusebenza; Isalathiso sabaphathi bokuthenga kwishishini lemveliso e-Afrika sinyuke kancinci kangangeenyanga ezimbini ezilandelelanayo, ngaphezulu kancinci kune-50%, kwaye ishishini lemveliso liye labuyela kwimeko yesiqhelo. Ngotshintsho lwesalathiso esihlanganisiweyo, ishishini lemveliso yehlabathi liyaqhubeka nokubonisa indlela ehlayo kwaye lisajongene noxinzelelo olukhulu lokucutheka.
[Amathuba okuba i-Federal Reserve inyuse inzala ngamanqaku angama-50 ngoDisemba yi-79.4%]
I-CME "i-Federal Reserve Observation" idatha ibonisa ukuba amathuba okuba i-Federal Reserve iphakamise inzala ngamanqaku angama-50 ukuya kwi-4.25% - 4.50% ngoDisemba yi-79.4%, kwaye amathuba okunyusa inzala ngamanqaku angama-75 yi-20.6%; NgoFebruwari 2023, amathuba okunyuka kweqondo lenzala nge-75 basis points yi-37.1%, ukuba nokwenzeka kokunyuka kweqondo lenzala nge-100 basis points ngama-51.9%, kunye nokunyuka kweqondo lenzala nge-125 yesiseko. 11.0%.
[Ngethuba "leSicwangciso seMinyaka yeshumi elineSine", zama ukuzinzisa ubonelelo lonyaka lwentsimbi ekrwada malunga neetoni ezizigidi ezingama-300 (intsimbi eqhelekileyo)]
Ngexesha “leSicwangciso seMinyaka yeshumi elineSine”, isebe lolawulo lwemithombo yendalo liza kukhawulezisa ulwakhiwo lweziseko zobutyebi bentsimbi ezingama-25 kunye nophononongo nophuhliso lwemimandla yemigodi yesizwe engama-28 ecwangcisiweyo ngokwesicwangciso noyilo lokuhlola ubutyebi bentsimbi, kunye ukukhuthaza ukusekwa kwendlela yonikezelo elawulwa yimigodi emikhulu nephakathi. Kwangaxeshanye, siya kuqinisekisa ukuphucuka okuthe gqolo komthamo okhoyo wokubonelela ngentsimbi ekrwada, sikhuthaze ngenkuthalo inani leeprojekthi zokwakha intsimbi ekrwada, siphumeze iphulo lokukhangela impumelelo kwiindawo eziphambili zokuhlola, ukukhawulezisa ukwanda koovimba nemveliso, size sizame uzinzise unikezelo lonyaka lwentsimbi ekrwada malunga neetoni ezingama-300 ezigidi (intsimbi ekrwada eqhelekileyo), idlala indima esisiseko yokuxhasa ukhuseleko lwemithombo yentsimbi yaseTshayina.
Uqikelelo lwexesha elizayo
Kungekudala, umgaqo-nkqubo wenkxaso ye-real estate kunye nomgaqo-nkqubo wokuthintela kunye nokulawula uphuculwe ngokuqhubekayo, oye wakhuthaza ukuvakalelwa kweemarike zensimbi, kwaye ixabiso lentsimbi libonise umkhwa wokutshatyalaliswa kunye nokuphindaphinda. Nangona imfuno yokugcina kulindeleke ukuba ibambe, imozulu ijika kubanda, kwaye ukwakhiwa kwiindawo ezininzi emantla ngokuthe ngcembe kufikelela esiphelweni. Ukugcinwa kobusika akukaqalisi empuma nakumazantsi eTshayina, kwaye imarike yendawo isacotha ukulandela. Nangona kunjalo, ngenxa yolindelo olunamandla lokuphela kwezinto eziluhlaza ukunyuka, iindaba ezilungileyo zikwaqhubela phambili ukuvuselela imithambo-luvo yabenzi, kwaye ukuzimisela kweemarike ukugcina ebusika nako kuye kwaphuculwa xa kuthelekiswa nokwangaphambili. Kulindeleke ukuba ixabiso lentsimbi yexesha elifutshane liya kuba liguquguqukayo.
Ixesha lokuposa: Dec-07-2022