Tichitarisa kumashure pamusika wekupisa-wakatenderedzwa musika muna Chikumi 2022, mitengo iri kuita shoma.Mushure mekunge denda rakaiswa pasi pekutonga zvishoma nezvishoma pakutanga kwemwedzi, kudiwa kwemusika kwese hakuna kuvandudzwa zvakanyanya.Mukuwedzera, mitengo yesimbi yepasi rose yakaramba ichiderera, kuvimba kwemusika zvishoma nezvishoma kwakaderera, uye mitengo yakaramba ichiderera.Mitengo yakasimuka zvishoma kugadzirisa.
Tichitarisira kune inopisa-yakakungurutswa musika musika muna Chikunguru 2022, hazvigoneke kuti kudiwa kwemusika kuchavandudzika zvakanyanya mumwaka usiri wenguva, asi mazhinji magiyo esimbi akadzikisa kuburitsa kwawo nekuda kwekurasikirwa, uye kupokana pakati pekupa uye kudiwa kungangoita. kuderedzwa.Chinyorwa ichi chinopfupisa muchidimbu musika muna Chikumi 2022 kubva pamaonero emutengo, mutengo, kugovera uye kudiwa, uye inoita fungidziro yakapusa yemaitiro emutengo wehot-rolled strip steel muna Chikunguru 2022, sezvinotevera:
1. Ongororo yemumba inopisa-yakakunguruswa strip simbi musika muna Chikumi
Muna Chikumi 2022, mutengo wemusika wekupisa-wakatenderedzwa simbi musika uchadzikira.Kunyange hazvo dambudziko rechirwere ichi rakadzorwa zvine mutsindo, kudiwa kwemusika kuchiri kushomeka nekuda kwekukanganisa kuri kuita mwaka wekunaya kwemvura.yakatetepa kare.Kunyanya, maererano netambo yakamanikana: mutengo wepakati wenyika wekupisa-akakunguruswa tambo uye nhete pakutanga kwaChikumi 2022 yaive 4,890 yuan/tani, yakaderera 455 yuan/ton kubva pa4,435 yuan/tani pakupera kwemwedzi;maererano nepakati uye Broadband: mukutanga kwaChikumi 2022, iyo nyika inopisa kutenderera Mutengo wepakati webroadband waive 4905 yuan/tani, zvichidzika 459 yuan/tani kubva pa4446 yuan/tani pakupera kwemwedzi, uye mutsauko wemutengo pakati pehupamhi. uye nhete yesimbi yakatetepa zvishoma kubva pa15 yuan/ton pakutanga kwemwedzi kusvika pa11 yuan/ton.
(1) Kutarisa pamusika we strip kubva kumusika webillet
Tichitarisa kubva Mufananidzo 1, muna Chikumi 2022, mitengo ye145mm strip simbi uye simbi mabheti zvese zvakaratidza maitiro ekuderera.Kubva pakupera kwaChikumi 2022, mutsauko wemutengo waive pakati pe200-370 yuan / tani, uye mutsauko wemutengo wakaramba wakaderera, asi waive wakakwira zvishoma pane yapfuura nguva.repair.Parizvino, chiyero chekushanda kwebillet-adjusting and rolling mills ichiri yakaderera, uye hupfumi hwemagariro ematare ematareti hwakanyanya kudarika panguva imwechete mumakore apfuura.Pamusoro pezvo, zvigayo zvesimbi parizvino zviri pasi pekumanikidzwa kukuru kwemari uye kunyanya kutumira kunze, saka musiyano wemutengo wakagadziriswa.Asi iko zvino kudiwa kwakadzika kwemvura hakuna kunaka, kungozadzazve, saka 145mm strip simbi inogona kunge iine nzvimbo shoma yekukwira kwakapinza munguva pfupi.
(2) Kutarisa pamusika wesimbi kubva pamutengo wekugadzirisa weNorth China Strip Steel Conference
Musi waChikumi 24, 2022, North China Strip Steel Conference yakaitwa.Zvichienderana nemweya weNorth China Strip Steel Semina muna Chivabvu 25, 2022, kambani yega yega yakagadzira iyo Chikumi mitsetse yekugadzirisa zvinoenderana nekugadzirwa kwavo uye mamiriro ekushanda uye mamiriro emusika.Mutengo uye mutengo wekutungamira wesimbi yesimbi muna Chikunguru ndeiyi inotevera: Mutengo wekugadzirisa weNorth China Strip Steel Conference: Muna Chikumi 2022, mutengo wekugadzirisa uri pasi pe355 uchave 4530 yuan / ton, 356-680 ichave 4550 yuan / tani, uye mutengo uri pamusoro pe680 uchava 4580 yuan/ton.Mwedzi wekutungamira mutengo: 4400 yuan / tani, mari inosanganisira mutero, pamwe ne70 yuan / tani yekugamuchirwa.Tichitora mutengo wemusika we2.5 * 232-355mm inopisa-yakakungurutswa simbi yesimbi muTangshan Hongxing semuenzaniso, mutengo mukutanga kwaChikumi 2022 waive wakakwira kupfuura mutengo wekugadziriswa kwesimbi simbi muNorth China, asi mutengo wakadzoserwa muhafu yekupedzisira ye gore.Kuchine purofiti mukugadziriswa mwedzi uno.Pamusika waJuly, nekuda kwesimbi inoderedza chibvumirano chekugadzira kana kuderedzwa, mushure mekudzvinyirirwa kune vatengesi kuderedzwa, pangava nekuwedzera kwemutengo.
(3) Kutarisa pamusika wesimbi wesimbi kubva pamusiyano wemitengo wematunhu makuru epamba
Tichitarisa kubva pamaitiro emitengo muMufananidzo 3-4, mutengo wekupisa-wakatenderedzwa wakafara uye wakamanikana mitsetse mumusika wepamba uri kupera simba, uye kuchamhembe-kumaodzanyemba mutengo musiyano unochinja zvakanyanya nekuchinja kwemitengo.Musiyano wemutengo wepamwedzi ndeye 90-270 yuan / ton.Mwedzi uno, mutengo weTangshan, nzvimbo huru yekugadzira, yakakanganiswa nemusika uye yakapindura nekukurumidza.Mitengo mune mamwe matunhu yakatevera.Nekudaro, nekuda kwechinhambwe, mamiriro emusika uye zvimwe zvikonzero, mutengo kumaodzanyemba wakasara kumashure.Sezvo mutengo wakagadzikana, musiyano wemutengo pakati pekuchamhembe nekumaodzanyemba wakadzikira kwenguva shoma.Zvikamu zvinoita kunge zvakaderera pane zvakajairika.Kunyangwe zvimwe zvekuchamhembe kwakadziva kumabvazuva zviwanikwa zvichienda kumaodzanyemba zvakaderera nekuda kwekugadziriswa kwesimbi kwesimbi uye gare gare kusvika, mutengo wazvino wemakoiri anopisa kumaodzanyemba wakaderera pane mutengo wekupisa-akakungurutswa simbi simbi, uye kudiwa kuchiri kusimba, saka kuchamhembe. -kupararira kwemaodzanyemba kunogona kuramba kuri padanho razvino kana kuenderera kudiki..
(4) Kutarisa pamusika wesimbi we strip kubva pamusika wezasi
Kubva Mufananidzo 5, tichitora musika weTangshan semuenzaniso, muna Chikumi 2022, maitiro emutengo weTangshan scaffolding pombi uye 145mm strip simbi yakangofanana, mutsauko wemutengo unochengetwa pa130-240 yuan / tani, uye mutengo wacho zvishoma. inverted.Musi waChikumi 30, 2022, kuferefetwa kwekuvakwa kwevagadziri vepombi munzvimbo yeTangshan kunotevera: Zvinoenderana nehuwandu husina kukwana, huwandu hwemitsara yekugadzira mapaipi epaipi munzvimbo yeTangshan yakasvika makumi mapfumbamwe nepfumbamwe, ayo makumi mapfumbamwe nemana ekugadzira akamiswa, uye chiyero chekushanda chaive 5.05%, iyo yaive yakagadzikana kana ichienzaniswa nesvondo rapfuura..Pakati pavo, makambani e19 akamira zvachose kugadzirwa, anosanganisira 43 mitsara yekugadzira;27 makambani ekugadzira ane 56 mitsara yekugadzira, uye chaiyo yekushanda chiyero i8.93%.Parizvino, mumusika wekunze-mwaka, huwandu hwese hwekushandisa huwandu hwemafekitori epaipi pombi dzepasi uye mapaipi akaenzana uye ane rectangular akadzikira, uye kudiwa kwe145mm strip simbi kushoma.Chikunguru ichiri mumwaka wekunaya kwemvura uye tembiricha yemamiriro ekunze, iyo ichiri nemhedzisiro yakakura pane iyo terminal, saka iyo yepasi pemvura inodiwa inogona kunge ichiri isina simba, saka mutengo we145mm strip simbi inogona kuramba ichichinja zvisina simba.
Tichitora Tangshan semuenzaniso, muna Chikumi 2022, mutengo we232-355mm inopisa-yakatenderedzwa tambo uye 4-inch welded pombi yakangofanana, uye mutsauko wemutengo wepombi uye tambo unochinja zvakanyanya.pakati.Pakati pegore, mutengo wekupisa-wakaputika wakadonha zvakanyanya, uye mutengo wepombi wakanga wakanyanyisa, saka pakanga pane kupararira kukuru.Zvisinei, sezvo mutengo wemusika wakagadzikana zvishoma nezvishoma, kupararira kwepombi uye strip kwakadzokera kune yakajairika.Parizvino, kutengeserana kwefekitari yepombi hakuna kutsvedzerera, saka kuverengera kwezvinhu zvakagadzirwa uye zvigadzirwa zvakapedzwa zvinodzorwa pamwero wakaderera, uye kutanga kwese kunenge kwakapoteredza 20-50%, uye fekitori yepombi inozadza sezvinodiwa. .Muna Chikunguru, mamwe mill mill muTangshan akadzikisa kugadzirwa zvishoma, asi kupokana pakati pekupa uye kudiwa hakuna kudzikira parizvino.Kubva munaJune 30, 2022, maererano neData yekuongorora yeMysteel, chiyero chekushanda kwesimbi yakatsetseka pamusoro pe232mm yaiva 51.85%, iyo yakanga yakatsetseka pavhiki-pa-vhiki uye yakawedzera ne7.85% mwedzi-on-mwedzi;svondo rino huwandu hwekushandisa huwandu hwaive 56.93%, kuderera kwevhiki-pavhiki kuderera kwe1.36% uye mwedzi-pa-mwedzi kuwedzera kwe7.18%.
2. Kuongororwa kwefomu rekutumira kunze
Mumakore achangopfuura, vhoriyamu yemukati inopisa-yakatenderedzwa tambo munyika yangu yakadzikira zvishoma nezvishoma.Mukuwedzera, kudiwa kwetambo inopisa-yakaputirwa mumisika yekunze haisi yakakwirira, kunyanya kune inopisa-yakaputirwa coil uye simbi inotonhora.Naizvozvo, huwandu hwekutengesa kunze kweiyo inopisa-yakatenderedzwa strip inofananidzwa nemamwe marudzi.Padivi rakaderera, rinonyanya kusangana nezvinodiwa zvekugadzirwa kwemusika wepamba, asi huwandu hwekutengesa kunze kwesimbi inopisa-yakakungurutswa mumhando yezvigadzirwa zvekupedzisira muindasitiri yemwenje uye indasitiri yehardware yakakura.
(1) Shanduko mukutengeswa kunze kwenyika kwesimbi inopisa-yakakungurutswa yakamanikana
Muna Chivabvu 2022, huwandu hwekutengesa kunze kwesimbi yakatsetseka yakatsetseka yaive 23,786.442 matani, kuwedzera kwe2% mwedzi-pa-mwedzi uye gore negore kuwedzera kwe32%.Muna Chivabvu 2022, iyo yapfuura nhanho icharamba ichichengetwa, nekuwedzera kudiki.Zvisinei, mutengo wepasi rose wakaramba uchidzika munguva pfupi yapfuura, kunyange wakaderera pane mutengo wepamba, mukana wemutengo wakaderera, uye kutengesa kunze kwenyika kunogona kuderera.
(2) Shanduko mukutengeswa kunze kwenyika kwechando-yakakungurutswa nhete strip simbi
Muna Chivabvu 2022, kutengeswa kwenyika kwesimbi inotonhora-yakakungurutswa yakamanikana yaive 50,779.124 matani, mwedzi nemwedzi kuwedzera kwe33.86% uye gore negore kuwedzera kwe54.25%.Huwandu hwekutumira kunze kwenyika muna Chivabvu hwakawedzera zvakanyanya zvichienzaniswa naApril nekuda kwesimba remamiriro ekunze.Zvakadaro, nekuderera kwemitengo ichangoburwa kwemitengo yesimbi pasi rose, kutengeswa kunze kwenyika kwesimbi inotonhora-yakakungurutswa-narrow-strip muna Chikunguru inogonawo kukanganisa.
3. Musika wemumba mbichana wesimbi unogona kuramba uchichinja-chinja zvisina simba muna Chikunguru
(1) Rutivi rwemutengo
Musi waChikumi 29, 2022, avhareji mutengo wesimbi inopisa isina mutero wezvigayo zvesimbi muTangshan waive 3,388 yuan/ton, uye mutengo wesimbi ye strip ungangoita 350 yuan/ton.Panyaya yezvigadzirwa, coke yakasimudzwa ne200 yuan / ton, uye purofiti yesimbi yesimbi yakagadziridzwa zvishoma, asi mari yacho haina tsigiro yemutengo ikozvino.
(2) Supply side
Kubva munaChikumi 30, 2022, chiyero chekushanda cheMysteel's 63 inopisa-yakatenderedzwa strip mabhizinesi ekugadzira simbi yaive 58.76% svondo rino, + 2.06% vhiki-pavhiki;-3.09% mwedzi-pa-mwedzi;kukwanisa kushandiswa kwaiva 61.20%, vhiki-pa-vhiki -2.02%;Mwedzi-pa-mwedzi -2.79%;vhiki ino chaiyo yakabuda yezvigayo zvesimbi yaiva mamiriyoni 1.4845 matani, vhiki-pa-mwedzi -49,100 matani;mwedzi-pa-mwedzi -67,600 matani;simbi yechigayo inventory yaiva 319,600 matani, vhiki-pa-vhiki -26,400 matani;mwedzi-on-mwedzi -27,700 matani.Kunyange zvazvo kubudiswa kwakaderera kudarika nguva yakafanana yemakore apfuura, zvigayo zvesimbi zvemazuva ano zviri pasi pekumanikidzwa kukuru kwemari, saka mirairo yakaderera inonyanya kugamuchirwa.Kubatanidzwa nekushandurwa kwemitengo, kuchine tarisiro yekucheka kwekugadzira munguva inotevera.
(3) Divi rekuda
Chikunguru achiri mumwaka wekunze, uye zvinodiwa zvinogona kusavandudzwa nekuda kwekunaya kwemvura.Pakupera kwemwedzi, mwaka wekunaya kwemvura paunosvika pakupera, kudiwa kwemalata anotonhora kunogona kupora.Zvisinei, mutengo wepasi rose wakaramba uchipera simba munguva pfupi yapfuura.kuwedzera zvakare.
(4) Inventory divi
Kubva munaChikumi 30, 2022, iyo yakazara sampuli yekuverenga yesimbi inopisa-yakanyungudutswa munyika svondo rino yaive matani 1,083,600, kudzikira kwe46,500 matani kubva svondo rapfuura, kuwedzera kwe19,500 matani kubva panguva imwecheteyo mwedzi wapfuura, uye kuwedzera. yematani 396,300 kubva panguva imwe cheteyo gore rapfuura.Parizvino, huwandu hwenyika hwese hwekupisa-akakungurutswa tambo ichiri yakakwira kupfuura nguva imwechete yemakore apfuura, asi nemamwe masimbi ekuderedza kugadzirwa, nhamba yacho yakadzikira zvishoma.Parizvino, inventory pressure yevatengesi ichiri yakakura, asi kune mamwe makambani ehurumende anovharira zviwanikwa.Mushure memubairo kubva pamusiyano wemutengo wazvino munguva inotevera, iyo inventory inogona kudonha zvakanyanya.
(5) Macroscopic maonero
1. Mutungamiriri wehurumende Li Keqiang akatungamirira musangano mukuru weState Council kuti aone matanho ekugadzirisa mitemo yezvemari yekusimudzira kuvakwa kwezvirongwa zvikuru, uye kuwedzera mari inobudirira kusimudzira basa nekushandiswa.Musangano uyu wakafunga kushandisa maturusi emari nekusimudzira maturusi emari kukwidza 300 bhiriyoni yuan kuburikidza nekupihwa kwemari zvisungo, izvo zvichashandiswa kuwedzera guta rezvirongwa zvikuru kana bhiriji guru rezvikwereti zvakakosha zvirongwa.Hurumende yepakati ichapa zvidzikiso zvakakodzera.
2. Hofisi yeBoka rinotungamira reLogistics Guarantee uye Smoothness yeState Council yakapa chiziviso chekuendesa kuita basa rakanaka mukuona kutakurwa kwesimba panguva yezhizha.Expressway toll zviteshi zvinosanganisira magetsi uye marasha ekufambisa anofanirwa kuvhura nzira dzese dzekubhadharisa kuti dziwedzere kugona uye kugona kwezviteshi zvekubhadharisa.Panyaya yekutakura njanji, matanho akasiyana-siyana akatorwa kuti avandudze kushanda kwekupisa kwemarasha.Panyaya yekufambisa kwemvura, zvinodikanwa kusimbisa kutarisa, kuongorora uye kutonga kwekutakurwa kwemarasha uye kuchengetwa kwechiteshi munzvimbo dzakakosha sezviteshi zvina zvekuchamhembe.
Muna Kurume naChikumi, iyo Caixin China Manufacturing Purchasing Managers Index (PMI) yakarekodha 51.7, 3.6 muzana mapoinzi akakwira kupfuura iwo muna Chivabvu, ichipedza maitiro echibvumirano chemwedzi mitatu yapfuura uye kudzokera kune yekuwedzera huwandu, uye ndiyo yepamusoro-soro kubva munaJune 2021. .
Kupfupisa, muna Chikunguru 2022, iyo inopisa-yakakungurutswa simbi musika musika ichakanganiswa nemwaka wekunaya kwemvura uye tembiricha yemamiriro ekunze, uye zvinogona kunge zvichiri kuomera kudiwa kwekuvandudza zvakanyanya;nhamba yemagariro evanhu yakakwirira zvikuru kupfuura iyo yenguva imwechete yemakore apfuura, uye vagadziri vari pasi pekumanikidzwa kukuru;Zvigayo zvesimbi zvine hurongwa hwekudzikisa kugadzirwa, kuwanikwa kwakadzikira zvishoma nezvishoma, uye kupokana pakati pekupa uye kudiwa kunogona kudzikiswa.Asi ikozvino mitengo yesimbi yepasi rose inoramba ichidonha, kana kukanganisa mitengo yemisika yemumba.Kupfupisa, zvinotarisirwa kuti inopisa-yakakungurutswa strip musika inogona kuramba ichichinja zvisina simba muna Chikunguru.
Nguva yekutumira: Jul-04-2022