Macro qhov kev cia siab zoo tseem muaj zog, qhov kev cia siab tseem txhawb nqa cov phaj dub, hlau ore tseem ceeb hnub ntxiv rau qhov siab dhau los, thiab thaum kawg kaw 1.51% rau 804.5 yuan / ton, Singapore hlau ore sib pauv qhov txuas txuas txuas ntxiv 110 US las, Qingdao Chaw nres nkoj imported hlau ore thaum sawv ntxov tus nqi poob me ntsis, tsawg nug.
Cia siab tias yuav ua tus thawj tswj hwm, nag hmo lub tuam txhab nyiaj hauv nruab nrab tau txo qis {{{{10}}}}} hnub rov qab repo tus nqi 10BP, qhov kev cia siab thaum ntxov tau pib hwm, kev lag luam kev xav tau zoo, cov ntaub ntawv tsim khoom muaj feem xyuam nrog ntau yam sawv tag nrho. Cov ntaub ntawv nyiaj txiag hauv tuam txhab nyiaj tau tshaj tawm tom qab nag hmo kaw tsis tau raws li qhov kev cia siab ntawm kev lag luam, M2 thiab M1 tau nce 11.6% thiab 4.7% xyoo-rau-xyoo, feem, 0.8 thiab 0.6 feem pua cov ntsiab lus qis dua lub hli tas los, thiab kev lag luam kev cia siab. rau kev taw qhia txog txoj cai kev loj hlob ruaj khov tau txhim kho ntxiv. Guotai Junan yav tom ntej cov lus pom, ntawm ib sab, cov tub ua lag luam rau cov kev xav tau ntawm vaj tse ntawm qhov sib txawv ntau dua, ntawm qhov tod tes yog kev ua lag luam rau txoj cai cuam tshuam kev cia siab maj mam nce, cov nqi hlau ore xav tias yuav muaj zog rau lub sijhawm luv luv.
Ntawm qhov kev thov sab, steel zeb cov khoom lag luam yog nyob rau theem qis, qee cov hlau ore yuav tsum tau muab ntxiv, thiab qhov kev thov davhlau ya nyob twg kuj qhia tau tias muaj qee qhov tawv tawv hauv lub caij tawm. Nyob rau tib lub sijhawm, tom qab cov nyiaj tau los ntawm steel mills, qhov kev cia siab ntawm kev rov pib dua ntawm kev tsim khoom hauv lub sijhawm tom qab tseem muaj zog, thiab qhov kev thov rau cov hlau ore tseem nyob rau theem siab, uas muaj kev txhawb nqa zoo dua rau cov nqi ore. Raws li CISA cov ntaub ntawv, qhov nruab nrab txhua hnub crude steel ntau lawm ntawm cov tuam txhab steel tseem ceeb tau nce 6.48% rau 2,231,100 tons hauv thawj kaum hnub ntawm Lub Rau Hli. Txawm li cas los xij, nws yuav tsum tau muab sau tseg tias qhov tshwm sim ntawm qhov kev thov tom ntej ntawm lub davhlau ya nyob twg tsis muaj zog nyob rau lub caij so yog qhov loj dua, thiab cov lus xaiv ntawm kev ua lag luam uas Hebei tam sim ntawd tau tshaj tawm txoj cai tswjfwm tsis zoo steel hlau tseem raug txwv saum toj no.
Cov khoom xa tuaj thiab cov khoom muag yog nyob rau hauv ib qho kev rov qab los, cov ntaub ntawv xa mus rau lub lim tiam no qhia tau tias kev xa khoom hlau thoob ntiaj teb tseem nyob siab, lub lim tiam dhau los tag nrho cov hlau ore xa tuaj hauv Australia thiab Brazil poob tsuas yog 440,000 tons rau 26.01 lab tons, vim yog fading cuam tshuam ntawm huab cua txawv teb chaws thiab cuam tshuam ntawm txawv teb chaws mines thaum kawg ntawm lub caij. Thaum Lub Rau Hli 13, Mysteel cov txheeb cais ntawm Tuam Tshoj Chaw nres nkoj 45 tau xa tawm cov khoom lag luam hlau ore ntawm 127.6378 lab tons, nce ntawm 1.48 lab tons piv rau hnub Monday dhau los, chaw nres nkoj 47 tag nrho cov khoom muag ntawm 133.7978 lab tons, nce ntawm 1.54 lab tons piv rau hnub Monday dhau los.
Myke yav tom ntej tau hais tias nyob rau lub sijhawm luv luv, cov ntsiab lus ntawm cov hlau ore tau txais kev txhawb nqa ib ntus, nws yuav tsum ua tus thawj coj ntawm lub phaj, qhov kev cia siab ntawm macro tseem nyob hauv, luv luv lossis tseem muaj zog, tab sis qhov tshwm sim tom ntej ntawm qhov kev thov davhlau ya nyob twg tsis muaj zog nyob rau hauv lub off-season loj dua, thiab tseem muaj kev tawm tsam saum toj no, nws raug nquahu kom ceev faj kom nrawm dua.
