Mhedziso yekupedza chigadzirwa chekutengesa
Screw thread: mutengo wewaya mumusika weHebei wakadonha kubva kumusoro kusvika pasi: Anfeng yakadonha ne20, Jiujiang yakadonha ne20, Jinzhou yakagadzikana, Chunxing yakadonha makumi maviri, Aosen yakadonha makumi maviri;Wu'an wire rod Yuhuawen, Jinding and Taihang;Mutengo wekuvhara mumusika weWu'an ndeye 3515-3520;Mutengo wekutengesa kweAnping usingabatanidzi mutero: 195 / 6.5 Aosen 3680 Anfeng 3675 Jiujiang 3710. Nhasi, kuendeswa kwakananga kwemabhirikiti esimbi kune avhareji yekutengeserana kwekuita.Parizvino, vamwe vatengesi veTangshan simbi billet warehousing spot vatengesi vanoshuma 3690 yuan (mutero unosanganisirwa), paine mashoma ekutengesa;Panyaya yemusika, misika yeramangwana yakabata kuvhunduka kwakasvibirira, kufarira kwekufungidzira kwemusika kwakadzikira, zviwanikwa zvepamusoro zvakadonha zvishoma, mitengo yevatengesi vemusika yaive yakaderera zvishoma, kumirira-uye-kuona mafungiro akawedzera, uye kutengeserana kwaiwanzo kuderera.Zvinotarisirwa kuti munguva pfupi, mitengo ichadzikama uye ichichinja.
Strip simbi: gadziriso isina simba muNorth China dzinopisa.Parizvino, iyo 145 yakatevedzana narrowband mainstream report 3930-3940, kusanganisira mutero, inosiya fekitori.Kutengeserana kwese kunowanzo kushaya simba, uye kutenga kwakadzika kuri pachena kumirira-uye-ona.355 inoreva 3595-3605 nzvimbo isina kupfeka mumusika webroadband, iyo yakagadzikana kana ichienzaniswa nemasikati.Masikati, hozhwa yakabata kuvhunduka kwegirinhi, asi vatengesi vaive nechido chakakwana chekudzikisa.Ikozvino kutengeserana kwemusika ndeyepakati, chete mutengo wakaderera uri nyore.Mutengo unosanganisira mutero mumusika weTangshan uri 3900-3920, mutengo mumusika weHandan uri 3930-3940, uye mutengo muTianjin fekitori 3930-3980.Parizvino, chirongwa chedenda mumatunhu akasiyana chakazara uye chakasununguka, uye musika hauna kudzvanyirira kukuru kunze kwekusakwana kwekutevera kudiwa.Nokudaro, nzvimbo yepasi haina kuvhurwa zvizere kwenguva, uye pfungwa yepasi ichiri yakasimba.Funga nezvekutsigirwa kwemari, uye kufanotaura kana kugadzirisa kugadzikana kukuru.
Nhoroondo: mutengo weNorth China mhando inonyanya kugadzikana uye zvishoma isina simba.Tangshan: 5 makona 4050, Tangshan: 10 makona 4020, Tangshan: 16 makona 4020, Cangzhou: 5 makona 4210, Tianjin: 4 makona 4340, Handan: 5 makona 4060, Handan centre epiion 4010 nharaunda inodzivirira 010 uye matanho ekudzora, mamiriro emusika ari kupora zvishoma nezvishoma, uye mamiriro ekutakura zvinhu agara achivandudzwa.Zvisinei, sezvo kunze kunotonhora, kuvakwa kwezviteshi munzvimbo dzakawanda kuri kupera zvishoma nezvishoma.Chinodiwa chiri munzvimbo iri kuderera, uye kuda kwekutenga kwepasi hakuna kukwana.Vepakati vanongwarirawo pamusoro pekuwedzera kwemutengo wepamusoro, uye zvinotarisirwa kuti mutengo wenguva pfupi ugadzikane uye ushande.
Pipe zvinhu: mitengo muEast China yakakwira uye yadonha.Liaocheng seamless pombi sheet mudunhu reShandong yadonha nemakumi mana, galvanized pombi makumi matatu, Laiwu spiral pombi negumi, Hangzhou welded pombi uye scaffold makumi matatu, uye spiral pipe ne60.Nekudaro, pari zvino, kutengeserana kwemusika hakusi kushanduka, uye mamwe mapombi epombi ari kumhanya-mhanya kushandira kuseri kwemaodha nekuda kwedenda.Nguva pfupi yadarika, mutengo wezvigadzirwa wakakwira, uye kudzvanywa kuri kuita manejimendi kuti ishandise mari kwakanyanya.Pamusoro pezvo, mhedzisiro ye-off-season yachinja, uye kudiwa kwemusika kwadzoka zvishoma nezvishoma.Mushure mekufungisisa kwakakwana, zvinotarisirwa kuti mutengo wepombi uchagadziriswa zvishoma nezvishoma uye zvishoma.
Trend analysis yeramangwana hozhwa
Tsanangudzo pfupi paQiaoluo: Qiaoluo 05 yakadzorwa nekukatyamadzwa zuva rese.Zuva rezuva reK rakavhara zvakanaka mumutsara wakamanikana, kuvhara 3808, uye kuwira ne 0.60% mu 23. Chati yezuva nezuva BOLL yakashandura kumusoro panzira yakaderera, uye KD index yakaratidza kufa kwemuchinjikwa.Matanda akapera emunyika akadonha kupfuura akasimuka, uye avhareji mutengo wemhando imwe neimwe yakachinja ne10-20.Iyo macro positive tarisiro ichiripo.Mari zhinji yezvishandiso iri padivi repamusoro, uye vagadziri vanoda kutsigira mitengo.Nekudaro, iyo off-mwaka padivi rekudiwa iri kuwedzera.Vashandisi vekupedzisira vanonyanya kutenga pane zvavanoda, uye kutengeserana kunoramba kusina simba.Vamwe vatengesi vanonyanya kuderedza zvinyorwa mumabasa avo, uye havana tariro pamusoro pemusika wemangwana.Zvinokurudzirwa kuti vatengesi vane zvinhu zvakawanda vaderedze matura avo nenzira kwayo kana zvinhu zvakwirira, uye vamirire vaone kana zvinhu zvacho zvava zvishoma.High level vibration ye stage screw, tsigiro 3770, pressure 3825, 3850, 3890.
Kududzirwa kweMacro hotspot
[China Steel Association: nharaunda yemhando shanu dzesimbi mumaguta makumi maviri neimwe yakadzikira ne120000 matani mukupera kwaNovember]
Mukupera kwaNovember, hupfumi hwemagariro emhando shanu dzesimbi mumaguta e21 aiva mamiriyoni 7.39, mwedzi pamwedzi kuderera kwe120000 matani, kana 1.6%, uye kuderera kwakaramba kuchiderera;970000 matani zvishoma pane iyo pakupera kwaOctober, pasi 11.6%;490000 matani pasi pekutanga kwegore, pasi 6.2%;Kuderera kwegore-pagore kwematani emamiriyoni 1.42, kana 16.1%.
[China Federation of Logistics uye Kutenga: Iyo yepasi rose yekugadzira yekutenga maneja index yakaramba ichidzikira muna Mbudzi]
China Federation of Logistics and Purchasing yakaburitsa indekisi yemamaneja ekutenga yeindasitiri yekugadzira yepasi rose muna Mbudzi musi wa6.Iyo index yakaramba ichishanda muchibvumirano chepasi pasi pe50%, uye hupfumi hwenyika hwakaramba huchiderera.Muna Mbudzi, indekisi yepasi rose yekutenga mamaneja ekugadzira yaive 48.7%, yakaderera ne0.7 muzana kubva pamwedzi wapfuura, uye yakaderera kupfuura 50% kwemwedzi miviri yakatevedzana.
Tsanangudzo: Kubva pamaonero edunhu, indekisi yemaneja ekutenga yeindasitiri yekugadzira muAsia neAmerica zvese zvakawira pasi pe50%, uye indasitiri yekugadzira yakatarisana nekudzvanywa;Kunyangwe iyo indekisi yemamaneja ekutenga yeEuropean indasitiri yekugadzira yakawedzera kubva pamwedzi wapfuura, ichiri pasi pe48%, uye indasitiri yekugadzira inochengetedza isina kusimba maitiro ekushanda;Indekisi yemamaneja ekutenga eindasitiri yekugadzira muAfrica yakakwira zvishoma kwemwedzi miviri yakatevedzana, yakakwira zvishoma kudarika 50%, uye indasitiri yekugadzira yakadzoka.Nekuchinja kweiyo composite index, indasitiri yekugadzira yepasi rose inoramba ichiratidza kuderera uye ichiri kutarisana nedzvinyiriro huru yekumisikidza.
[Mukana weFederal Reserve kukwidza mhindu nemakumi mashanu mapoinzi muna Zvita i79.4%]
CME "Federal Reserve Observation" data inoratidza kuti mukana weFederal Reserve kukwidza mhindu ne50 base point kusvika 4.25% - 4.50% muna Zvita ndeye 79.4%, uye mukana wekusimudza mhindu ne75 basis points i20.6%;Panosvika Kukadzi 2023, mukana wekuwedzera mubereko wekuwedzera wemakumi manomwe neshanu mapoinzi i37.1%, mukana wekuwedzera mubereko wekuwedzera wezana mapoinzi i51.9%, uye mukana wekuwedzera mubereko wekuwedzera we125 basis points i11.0%.
[Munguva ye "Chirongwa cheMakore Egumi Nemashanu", edza kudzikamisa kupihwa kwepagore kwesimbi kunosvika matani 300 miriyoni (standard ore)]
Munguva ye "Chirongwa cheMakore Echigumi Nemashanu", bazi rekutonga zviwanikwa richakurumidza kuvakwa kwe25 iron ore zvigadziko uye kuongorora nekusimudzira nzvimbo makumi maviri nesere dzakarongwa dzemigodhi maererano nekuronga nekurongeka kwekuongorora zviwanikwa zvesimbi, uye kukurudzira kuumbwa kwemaitiro ekugovera anodzorwa nemigodhi mikuru neyepakati.Panguva imwecheteyo, isu tichaona kuvandudzwa kwakasimba kweiyo iripo simbi simbi, kusimudzira hurongwa hwekuvaka kwesimbi, kuita danho rekutsvaga munzvimbo dzakakosha dzekuongorora, kusimudzira kuwedzera kwenzvimbo dzakachengetwa uye kugadzirwa, uye kuedza kudzikamisa kuwanda kwegore negore kwesimbi inosvika matani mazana matatu emamiriyoni (yakajairwa ore), kutamba basa rekutsigira simbi yeChina.
Future trend prediction
Munguva ichangopfuura, iyo real estate support policy uye kudzivirira uye kutonga mutemo zvakaramba zvichigadziriswa, izvo zvakasimudzira manzwiro ekukwira kwemusika wesimbi, uye mutengo wesimbi wakaratidza maitiro ekuvhunduka uye kudzoka.Kunyangwe kudiwa kwekupedzisira kunotarisirwa kubata, mamiriro ekunze anotonhora, uye kuvaka munzvimbo zhinji kuchamhembe zvishoma nezvishoma kuri kupera.Kuchengetwa kwechando hakusati kwatanga kumabvazuva nekumaodzanyemba kweChina, uye musika wenzvimbo uchiri kunonoka kutevera.Zvisinei, tichifunga nezvetarisiro yakasimba yekuguma kwezvinhu zvakasvibirira kusimuka, nhau dzakanaka dzinoramba dzichikurudzira tsinga dzevagadziri, uye chido chemusika kuchengeta munguva yechando chakavandudzikawo kana chichienzaniswa nekare.Zvinotarisirwa kuti mutengo wesimbi wenguva pfupi uchave wakanyanyisa.
Nguva yekutumira: Zvita-07-2022