Cov nqi hlau ore tau mus txog qhov siab txhua lub sijhawm, nrog rau Tuam Tshoj cov khoom lag luam steel nqi kuj tseem nce mus rau qhov siab.Txawm hais tias lub caij ntuj sov off-season tab tom ua ntej, qhov kev nce siab ntawm cov nqi hlau yuav txuas ntxiv yog tias muaj teeb meem kev sib raug zoo ntawm Tuam Tshoj thiab Australia nyob twj ywm thiab yog tias Tuam Tshoj txoj kev npaj yuav txiav steel ntau lawm.

Hlau ore tus nqi saum US $ 200 / ton, ib daim ntawv siab

Nyob rau lub Tsib Hlis 10, Tuam Tshoj tus nqi hlau ore los ntawm Australia tau dhia 8.7% dd rau cov ntaub ntawv siab US $ 228 / ton (Fe61.5%, CFR).Hlau ore nqi tau nce 44.0% xyoo no thiab 33.5% lub hli no.Kev sib koom ua ke ntawm cov teeb meem nyiaj txiag thiab kev nom kev tswv, nrog rau cov khoom siv thiab kev xav tau, yog lub luag haujlwm rau kev nce ntxiv.Lub Koom Haum Ntiaj Teb Steel tau kwv yees thaum lub Plaub Hlis tias kev siv hlau thoob ntiaj teb thiab Suav yuav nce 5.8% yy thiab 3.0% yy, raws li, hauv 2021. Txawm hais tias tsoomfwv Suav tau hais txog qhov yuav tsum tau txiav cov hlau tsim los txo cov pa roj carbon monoxide, Tuam Tshoj cov roj av nruab nrab txhua hnub. cov zis tau sawv ntawm 2.4mn tons (+19.3% yy) hauv kaum hnub dhau los ntawm lub Plaub Hlis, uas tseem yog qhov tshiab siab.

Tuam Tshoj tsis ntev los no tau tshaj tawm qhov kawg ntawm Kev Sib Tham Kev Lag Luam nrog Australia, ua rau muaj kev txhawj xeeb tias kev sib txhuam ntawm ob lub teb chaws yuav ntev mus.Tuam Tshoj imports txog 80% ntawm nws cov hlau ore, thiab nws dependence rau Australia (61% ntawm imports) yog lwm yam ua rau tus nqi ntawm hlau ore nce siab.Ntawm qhov kev ceeb toom, Tuam Tshoj qhia tau hais tias nws tus kheej txaus rau cov thee, tab sis cov nqi hluav taws xob tsis muaj zog.

Cov nqi steel ntawm txhua lub sijhawm siab thiab kom muaj zog rau lub sijhawm

Thaum lub Tsib Hlis 10, tus nqi ntawm HR hauv Shanghai tau nce 5.9% dd rau RMB6,670 / ton, ib qho kev sau siab.Lub teb chaws tus nqi nruab nrab HR kuj dhia 6.5% yy rau RMB6,641 / tuj.Cov nqi hlau tau nce siab vim yog nce nqi hlau ore thiab tsoomfwv Suav cov phiaj xwm los txo cov peev txheej steel.Tuam Tshoj National Development thiab Reform Commission thiab Ministry of Industry thiab Information Technology tau txiav txim kom txo qis kev tsim khoom hauv thaj chaw uas muaj huab cua phem (Jing-Jin-Ji, Yangtze Delta, thiab Pearl River Delta) pib thaum Lub Rau Hli.

Suav Thawj Tswj Hwm Xi tau thov tias Tuam Tshoj cov pa roj carbon emissions yuav nce siab tshaj plaws los ntawm 2030 thiab lub teb chaws yuav muaj cov pa roj carbon nruab nrab los ntawm 2060. Lub Ib Hlis, Suav tsoom fwv tau hais tias nws yuav txiav steel ntau lawm xyoo no los txo cov pa roj carbon monoxide.Yog tias cov khoom siv hlau txiav cov khoom tsim tawm, nws yuav ua rau nce nqi ntawm cov khoom steel.Kev sib raug zoo ntawm Tuam Tshoj thiab Australia tej zaum yuav ua rau cov nqi hlau ntau dua, thiab tsoomfwv Suav txoj cai txiav kev tsim khoom yuav tsum ua kom ntev ntev ntawm cov nqi hlau.

Ib npuas tuaj yeem ua rau hauv cov khoom lag luam steel.

Kev kis thoob qhov txhia chaw tau coj Asmeskas kev lag luam steel rau nws lub hauv caug lub caij nplooj ntoo hlav dhau los, yuam cov tuam txhab lag luam kaw kev tsim khoom thaum lawv tawm tsam kom muaj sia nyob ntawm kev lag luam imploding.Tab sis raws li kev rov qab los tau pib, mills tau maj mam rov pib tsim khoom, thiab qhov ntawd ua rau muaj qhov tsis txaus steel loj.

Tam sim no, kev rov qhib kev lag luam yog tsav lub zog hlau kom muaj zog uas qee tus ntseeg nws yuav xaus rau hauv lub kua muag.

“Qhov no yuav yog luv luv.Nws yog qhov tsim nyog los hu qhov no npuas, "Bank of America tus kws tshuaj ntsuam Timna Tanners hais rau CNN Kev Lag Luam, siv "b-lo lus" uas cov kws tshuaj xyuas kev ncaj ncees los ntawm cov tsev txhab nyiaj loj feem ntau zam.

Tom qab txo qis ib ncig ntawm $ 460 xyoo tas los, US benchmark kub-dov coil steel nqi tam sim no zaum ntawm ib ncig ntawm $ 1,500 ib tuj, cov ntaub ntawv siab uas yog ze li peb npaug ntawm 20-xyoo nruab nrab.

Steel stocks yog hluav taws kub.US Steel, uas poob rau cov ntaub ntawv qis kawg lub Peb Hlis thaum muaj kev ntshai poob nyiaj, tau nce 200% hauv 12 lub hlis xwb.Nucor tau nce 76% xyoo no ib leeg.

Thaum "tsis txaus thiab ntshai" tab tom nqa cov nqi hlau thiab cov khoom lag luam niaj hnub no, Tanners tau kwv yees qhov kev rov qab mob siab vim tias cov khoom xa tuaj nrog qhov nws tau piav qhia tias qhov kev thov tsis txaus siab.

"Peb cia siab tias qhov no yuav raug - thiab feem ntau thaum nws kho, nws dhau-kho," said Tanners, tus qub tub rog ob-xyoos ntawm kev lag luam hlau uas tau sau tsab ntawv tshaj tawm lub lim tiam dhau los hais tias "Steel stocks in a npuas."

'Ib me ntsis frothy'

Phil Gibbs, tus thawj coj ntawm kev tshawb fawb txog kev sib raug zoo hlau ntawm KeyBanc Capital Markets, pom zoo tias cov nqi steel nyob rau theem tsis muaj kev vam meej.

"Qhov no yuav zoo li $ 170-ib thooj roj.Qee lub sij hawm, tib neeg yuav hais tias, 'F qhov no, Kuv yuav tsis tsav tsheb, Kuv yuav caij tsheb npav,' "Gibbs hais rau CNN Kev Lag Luam.“Kev kho yuav khaus heev.Nws tsuas yog teeb meem ntawm thaum twg thiab nws tshwm sim li cas. "

Txawm hais tias tus nqi nce siab, steel xav tau siab heev

Lub ntsiab lus ntawm lub lim tiam no: Tuam Tshoj tus nqi steel nce siab ntawm cov ntaub ntawv raw cov nqi

Tab sis qhov kev thov tseem nyob rau qhov siab, ib feem yog vim lub ntiaj teb txoj kev npaj rov qab los tom qab kis thoob ntiaj teb covid-19.

tag nrho cov neeg tsim steel tab tom nrhiav rau cov hlau ore hauv kev ua lag luam desperately.

Raws li ib tug ntawm cov ua valve manufacturers nyob rau hauv Suav teb

NORTECH Engineering corporation txwv, xav tias muaj kev cuam tshuam loj ntawm qhov kev lag luam no.

Peb tau ntsib kev ceeb toom xwm txheej ceev los ntawm cov chaw tsim khoom, cov chaw muag khoom tseem ceeb tshaj plaws ntawm cov khoom siv valve.

Tag nrho cov pricelist yav dhau los tsis siv tau ntxiv lawm.

Tam sim ntawd nce los ntawm CNY 1000 (US $ 154) txhua tuj rau cam khwb cia hlau / hlau castings, nws txhais tau hais tias ib tug 8% nce rau steel castings thiab 13% nce rau cam khwb cia hlau.

Rau feem ntau ntawm Tuam Tshoj valve factories nrog margin li ntawm 10%, nws yuav noj cov nyiaj tau los yog txawm ua rau poob.

Txog tam sim no, peb tau qhia rau peb cov neeg siv khoom qhov xwm txheej no thiab muaj peev xwm nce tus nqi.

Peb yuav sib tham tus nqi tshiab nrog cov neeg siv khoom thaum lub lag luam calms.

Peb tseem yuav muab cov khoom zoonpauj npaim li qub,rooj vag li qub,pob li qub,check li qubthiabcov limrau peb cov neeg muas zaub.

Thov tsis txhob yig tiv tauj peb yog tias koj xav tau.