Ukujonga emva kwimakethi eshushu eqengqelekayo ngoJuni ka-2022, amaxabiso aqhuba ebuthathaka.Emva kokuba lo bhubhani uthe wathotyelwa phantsi kolawulo ekuqaleni kwenyanga, imfuno yemarike iyonke ayiphucukanga kakhulu.Ukongezelela, amaxabiso ensimbi ngamazwe aqhubeka ehla, ukuzithemba kweemarike kwehla ngokuthe ngcembe, kwaye amaxabiso aqhubeka ehla.Amaxabiso enyuke kancinci ukulungisa.
Sijonge phambili kwimarike yomcu oshushu ngoJulayi 2022, akunakwenzeka ukuba imfuno yentengiso iya kuphucula kakhulu kwixesha lesiqhelo, kodwa uninzi lweentsimbi zentsimbi ziye zanciphisa imveliso yazo ngenxa yelahleko, kwaye ukuchasana phakathi konikezelo kunye nemfuno kuncitshiswe.Eli nqaku lishwankathela imarike ngo-Juni ka-2022 ngokwembono yexabiso, ixabiso, unikezelo kunye nemfuno, kwaye lenza uqikelelo olulula lwexabiso le-hot-rolled strip steel ngoJulayi 2022, ngolu hlobo lulandelayo:
1. Uphononongo lweemarike zentsimbi zasekhaya ezishushu eziqengqelekayo ngoJuni
NgoJuni ka-2022, ixabiso lemarike yentsimbi yelizwe eshushu eliqengqelekayo liya kuba buthathaka.Nangona imeko yobhubhane ilawulwe ngokufanelekileyo, imfuno yemarike isebuthathaka ngenxa yempembelelo yexesha lemvula.icuthelwe ngaphambili.Ngokukodwa, ngokwemiqathango yomgca omxinwa: ixabiso eliphakathi kwelizwe lomtya oshushu kunye nomcu omxinwa ekuqaleni kukaJuni ka-2022 yayiyi-4,890 yuan/toni, yehle nge-455 yuan/toni ukusuka kwi-4,435 yuan/toni ekupheleni kwenyanga;ngokwemiba ephakathi kunye nebroadband: ekuqaleni kukaJuni ka-2022, ukuqengqeleka kwesizwe okushushu Ixabiso eliphakathi lebroadband laliyi-4905 yuan/toni, yehle ngama-459 yuan/toni ukusuka kwi-4446 yuan/toni ekupheleni kwenyanga, kwaye umahluko wexabiso phakathi kobubanzi. kunye nentsimbi emxinwa emxinwa ukusuka kwi-15 yuan/toni ekuqaleni kwenyanga ukuya kwi-11 yuan/ton.
(1) Ukujonga kwimakethi ye-strip kwi-billet market
Ukujonga kwi-Figure 1, ngoJuni 2022, amaxabiso e-145mm strip steel kunye neebhilidi zensimbi zombini zibonise umkhwa wobuthathaka.Ukusukela ekupheleni kukaJuni ka-2022, umahluko wexabiso wawuphakathi kwe-200-370 yuan / ton, kwaye umahluko wexabiso uhlala uphantsi, kodwa wawuphezulu kancinci kunexesha elidlulileyo.ukulungisa.Okwangoku, isantya sokusebenza ngokubanzi kwe-billet-adjusting and rolling mills isephantsi, kwaye i-inventory yentlalo yeebhilidi zensimbi iphezulu kakhulu kunexesha elifanayo kwiminyaka edlulileyo.Ukongeza, iintsimbi zentsimbi okwangoku ziphantsi koxinzelelo olukhulu lwemali kwaye ubukhulu becala zithunyelwa ngaphandle, ngoko ke umahluko wexabiso jikelele ulungisiwe.Kodwa imfuno yangoku esezantsi yomlambo ayilungile, ukuzaliswa kwe-passive, ngoko ke i-145mm strip steel inokuba negumbi elincinci lokunyuka ngokukhawuleza kwixesha elifutshane.
(2) Ukujonga i-market strip yentsimbi ukusuka kwixabiso lokuhlalisa iNkomfa yeNsimbi yaseNyakatho yeChina
Ngomhla wama-24 kweyeSilimela ngo-2022, iNkomfa yaseMntla ye-China Strip Steel yabanjwa.Ngokusekwe kumoya weSemina yaseMntla yeChina Strip Steel ngomhla wama-25 kuMeyi, 2022, inkampani nganye yaqulunqa ukuhlaliswa komcu kaJuni ngokwemveliso kunye neemeko zokusebenza kunye neemeko zentengiso.Ixabiso kunye nexabiso lesikhokelo sentsimbi yentsimbi ngoJulayi limi ngolu hlobo lulandelayo: Ixabiso lokuhlalisa iNkomfa yeNsimbi yaseNorth China Strip Steel: NgoJuni 2022, ixabiso lokuhlalisa ngaphantsi kwe-355 liya kuba yi-4530 yuan / ton, 356-680 iya kuba yi-4550 yuan / ton, kwaye ixabiso ngasentla 680 iya kuba 4580 yuan/ton.Ixabiso lesikhokhelo senyanga: 4400 yuan / ton, imali ebandakanya irhafu, kunye ne-70 yuan / toni yokwamkelwa.Ukuthatha ixabiso lemarike ye-2.5 * 232-355mm eshushu-rolled strip steel eTangshan Hongxing njengomzekelo, ixabiso ekuqaleni kukaJuni ka-2022 laliphezulu kunexabiso lokuhlalisa intsimbi eNyakatho yeChina, kodwa ixabiso libuyiselwe kwisiqingatha sokugqibela unyaka.Isekho ingeniso kwisisombululo kule nyanga.Kwimarike kaJulayi, ngenxa yeentsimbi zetsimbi ezinciphisa isivumelwano sokuvelisa okanye izaphulelo, emva kokuba uxinzelelo lwabarhwebi luncitshisiwe, kunokunyuka kwexabiso.
(3) Ukujonga kwimarike yentsimbi yentsimbi ukusuka kumahluko wexabiso lemimandla emikhulu yasekhaya
Ngokujonga kwixabiso lentengo kuMfanekiso 3-4, ixabiso leentambo ezishushu ezishushu ezibanzi nezimxinwa kwimarike yasekhaya zisebenza buthathaka, kwaye umahluko wexabiso lomntla-emazantsi uguquguquka ngokubanzi ngotshintsho lwamaxabiso.Umahluko wamaxabiso wenyanga yi-90-270 yuan / ton.Le nyanga, ixabiso leTangshan, indawo ephambili yokuvelisa, yachatshazelwa yimarike kwaye yaphendula ngokukhawuleza.Amaxabiso kweminye imimandla alandelwe.Nangona kunjalo, ngenxa yomgama, iimeko zemarike kunye nezinye izizathu, ixabiso elisezantsi lalisemva.Njengoko ixabiso lizinzile, umehluko wexabiso phakathi komntla kunye nomzantsi wehla ixesha elincinci.Amalungu athande ukuba ngaphantsi kunesiqhelo.Nangona ezinye izibonelelo kumntla-mpuma ukuya emazantsi ziye zancipha ngenxa yokugcinwa kwezityalo zentsimbi kunye nokufika emva kwexesha, ixabiso langoku leekhoyili ezishushu emzantsi lingaphantsi kwexabiso lentsimbi eshushu eqengqelekayo, kwaye imfuno isenamandla, ngoko ke emantla. -ukusasazeka emazantsi kunokuhlala kwinqanaba langoku okanye ukuqhubeka nokucutha..
(4) Ukujonga kwimarike yentsimbi ye-strip ukusuka kwimarike esezantsi
Ukusuka kumfanekiso wesi-5, ukuthatha imarike yaseTangshan njengomzekelo, ngoJuni ka-2022, ixabiso lexabiso leTangshan scaffolding pipe kunye ne-145mm strip steel iyafana, umahluko wexabiso ugcinwa kwi-130-240 yuan / ton, kwaye ixabiso lincinci. iguqulwe.NgoJuni 30, 2022, uphando ngolwakhiwo lwabavelisi bemibhobho yesikafula kwindawo yaseTangshan lulolu hlobo lulandelayo: Ngokwezibalo ezingaphelelanga, inani lemigca yokuvelisa imibhobho yokwaleka kwindawo yaseTangshan yafikelela kuma-99, apho imigca yemveliso engama-94 yayekwa, kwaye isantya sokusebenza besiyi-5.05%, ebizinzile xa ithelekiswa neveki ephelileyo..Phakathi kwabo, iinkampani ze-19 ziye zayeka ngokupheleleyo imveliso, ezibandakanya imigca yemveliso ye-43;Iinkampani ze-27 zokuvelisa zinemizila ye-56 yokuvelisa, kwaye izinga lokusebenza langempela yi-8.93%.Okwangoku, kwimarike yexesha elingekhoyo, umgangatho wokusetyenziswa komthamo wemizi-mveliso ye-rack rack esezantsi kunye nemibhobho yesikwere kunye ne-rectangular iphantsi kakhulu, kwaye imfuno ye-145mm strip steel ilinganiselwe.NgoJulayi kusekwixesha lemvula kunye nemozulu yobushushu obuphezulu, obusenempembelelo enkulu kwi-terminal, ngoko ke imfuno ephantsi komlambo isenokuba buthathaka, ngoko ke ixabiso le-145mm strip steel lingaqhubeka liguquguquka libuthathaka.
Sithatha iTangshan njengomzekelo, ngoJuni ka-2022, ixabiso lexabiso le-232-355mm yomtya oshushu oqengqelekayo kunye nombhobho odityanisiweyo oyi-intshi ezi-4 ziyafana, kwaye umahluko wexabiso lombhobho kunye nomcu uguquguquka kakhulu.phakathi.Ephakathi konyaka, ixabiso le-hot-rolled strip lehla ngokukhawuleza, kwaye ixabiso lombhobho lalincinci, ngoko kwakukho ukusasazeka okukhulu.Nangona kunjalo, njengoko ixabiso lemarike lizinzile ngokuthe ngcembe, ukusasazeka kombhobho kunye ne-strip kubuyele kumgangatho oqhelekileyo.Okwangoku, intengiselwano yefektri yombhobho ayigudi, ngoko ke uluhlu lwempahla ekrwada kunye neemveliso ezigqityiweyo zilawulwa kwinqanaba eliphantsi, kwaye isiqalo siphela sijikeleze i-20-50%, kwaye umzi-mveliso wombhobho uzalisa njengoko kufuneka. .NgoJulayi, ezinye ii-strip Mills e-Tangshan zanciphisa imveliso kancinane, kodwa impikiswano phakathi konikezelo kunye nemfuno ayikhange yehliswe okwangoku.Ukususela ngo-Juni 30, i-2022, ngokwedatha ye-Mysteel yophando, izinga lokusebenza kwentsimbi ye-strip ngaphezulu kwe-232mm yayiyi-51.85%, eyayisicaba ngeveki-ngeveki kwaye yanda nge-7.85% ngenyanga-ngenyanga;Amandla okusebenzisa amandla kule veki ayengama-56.93%, ukwehla kweveki neveki nge-1.36% kunye nokunyuka kwenyanga nenyanga nge-7.18%.
2. Uhlalutyo lwefomu yokuthumela ngaphandle
Kwiminyaka yakutshanje, umthamo we-hot-rolled strip kwilizwe lam uye wehla kancinci.Ukongezelela, imfuno ye-hot-rolled strip kwiimarike zangaphandle ayiphezulu, ininzi ye-coil eshushu kunye nentsimbi epholileyo.Ke ngoko, umthamo wokuthumela ngaphandle we-hot-rolled strip uthelekiswa nezinye iintlobo.Kwicala eliphantsi, ihlangabezana kakhulu nemfuno yemveliso yemarike yasekhaya, kodwa umthamo wokuthumela ngaphandle wentsimbi eshushu eqengqelekayo ngendlela yeemveliso zokuphela kushishino olukhanyayo kunye neshishini le-hardware likhulu ngokwentelekiso.
(1) Utshintsho ekuthunyelweni kwamanye amazwe kwentsimbi emxinwa eqengqelekayo
NgoMeyi ka-2022, umthamo wokuthunyelwa ngaphandle kwentsimbi eshushu-eqengqelekayo yayiyi-23,786.442 yeetoni, ukwanda kwe-2% inyanga nenyanga kunye nokunyuka konyaka ngama-32%.NgoMeyi 2022, inqanaba langaphambili liya kuqhubeka nokugcinwa, kunye nokunyuka okuncinci.Nangona kunjalo, ixabiso lamazwe ngamazwe liye laqhubeka lihla kutshanje, nangaphantsi kwexabiso lasekhaya, inzuzo yexabiso iyancipha, kwaye ukuthunyelwa kwamanye amazwe kunokwehla.
(2) Utshintsho ekuthunyelweni ngaphandle kwentsimbi epholileyo eqengqelekayo emxinwa
NgoMeyi ka-2022, ukuthunyelwa kumazwe angaphandle kwentsimbi epholileyo eqengqelekayo yayiziitoni ezingama-50,779.124, ukunyuka kwenyanga nenyanga ngama-33.86% kunye nokunyuka konyaka ngama-54.25%.Umthamo wokuthumela impahla ngaphandle ngoMeyi unyuke kakhulu xa kuthelekiswa no-Epreli ngenxa yefuthe lemo engqongileyo yamazwe ngamazwe.Nangona kunjalo, ngokuncipha kwamva nje kwamaxabiso entsimbi yamazwe ngamazwe, ukuthunyelwa ngaphandle kwentsimbi eqengqelekayo eqengqelekayo ngoJulayi kunokuchaphazeleka.
3. Imarike yentsimbi yasekhaya ingaqhubeka iguquguquka buthathaka ngoJulayi
(1) Icala leendleko
Ngomhla wama-29 kuJuni, ngo-2022, ixabiso eliqhelekileyo lentsimbi eshushu ngaphandle kwerhafu yesampulu yesampulu yentsimbi yokusila eTangshan yayiyi-3,388 yuan/toni, kwaye ixabiso lentsimbi yomtya lalimalunga ne-350 yuan/ton.Ngokubhekiselele kwizinto eziluhlaza, i-coke iphakanyiswe yi-200 yuan / ton, kwaye inzuzo yentsimbi yensimbi iye yalungiswa kancinane, kodwa ixabiso alinayo inkxaso yexabiso ngoku.
(2) Icala lonikezelo
Ukususela nge-30 kaJuni, i-2022, izinga lokusebenza kwe-Mysteel's 63 hot-rolled strip steel production enterprises yayingu-58.76% kule veki, + 2.06% ngeveki-ngeveki;-3.09% ngenyanga-ngenyanga;ukusetyenziswa kwamandla kwakungama-61.20%, ngeveki-ngeveki -2.02%;Inyanga-ngenyanga -2.79%;Le veki imveliso yokwenene yeentsimbi zentsimbi yayiyi-1.4845 yezigidi zeetoni, ngeveki-ngenyanga -49,100 iitoni;inyanga-ngenyanga -iitoni ezingama-67,600;i-inventory yentsimbi yokusila yayiyi-319.600 yeetoni, ngeveki-ngeveki -i-26,400 iitoni;ngenyanga-ngenyanga -27,700 iitoni.Nangona imveliso ingaphantsi kwexesha elifanayo leminyaka edlulileyo, izixhobo zensimbi zangoku ziphantsi koxinzelelo olukhulu lwezemali, ngoko ke ii-odolo eziphantsi kweendleko eziphantsi zamkelwa kakhulu.Xa kudityaniswa nokuguqulwa kweendleko, kusekho ulindelo lokuthotywa kwemveliso kwixesha elizayo.
(3) Icala lemfuno
UJulayi usekwixesha eliqhelekileyo lonyaka, kwaye imfuno isenokungaphuculwa ngenxa yexesha leemvula.Ekupheleni kwenyanga, njengoko ixesha lemvula lifikelela esiphelweni, imfuneko yesiqwenga samagala esiqengqelekisiweyo esibandayo sinokuchacha.Nangona kunjalo, ixabiso lamazwe ngamazwe liqhubekile ukuba buthathaka kutshanje.ukwanda kwakhona.
(4) Icala loluhlu
Ukususela nge-30 kaJuni, i-2022, i-inventory ye-sample ye-hot-rolled strip iron kule veki yayiyi-1,083,600 yeetoni, ukuncipha kweetoni ezingama-46,500 ukusuka kwiveki ephelileyo, ukwanda kweetoni ezingama-19,500 ukusuka kwixesha elifanayo kwinyanga ephelileyo, kunye nokwanda. yeetoni ezingama-396,300 ukusuka kwixesha elifanayo kunyaka ophelileyo.Okwangoku, i-inventory yelizwe lonke ye-hot-rolled strip isephezulu kunexesha elifanayo leminyaka edlulileyo, kodwa ngezinye iintsimbi zensimbi ezinciphisa imveliso, uluhlu lwehlile kancinci.Okwangoku, uxinzelelo lwempahla yabarhwebi luselukhulu ngokwentelekiso, kodwa kukwakho namanye amashishini karhulumente abiyela izibonelelo.Emva kwenzuzo evela kumahluko wexabiso langoku kwixesha elizayo, i-inventory inokwehla ngokukhawuleza.
(5) Umbono weMacroscopic
1. INkulumbuso uLi Keqiang wongamele intlanganiso yesigqeba seBhunga likarhulumente ukumisela imilinganiselo yezixhobo zezimali zophuhliso olusekelwe kumgaqo-nkqubo ukuxhasa ukwakhiwa kweeprojekthi ezinkulu, kunye nokwandisa utyalo-mali olusebenzayo ukukhuthaza umsebenzi kunye nokusetyenziswa.Intlanganiso yagqiba ukusebenzisa umgaqo-nkqubo kunye nophuhliso lwezixhobo zemali ukunyusa i-yuan ye-300 yeebhiliyoni ngokukhutshwa kweebhondi zemali, eziza kusetyenziselwa ukuncedisa inkunzi yeeprojekthi ezinkulu okanye ibhulorho inkunzi yeeprojekthi zamatyala akhethekileyo.Urhulumente oyintloko uya kunika izaphulelo ezifanelekileyo.
2. I-Ofisi yeQela eliKhokelayo loQinisekiso loLungiselelo kunye nokuButheka kweBhunga likaRhulumente likhuphe isaziso sokusasaza ukwenza umsebenzi omhle ekuqinisekiseni ukuthuthwa kwamandla ngexesha lehlobo eliphezulu.Izikhululo ezirhafisayo ezibandakanya umbane nothutho lwamalahle kufuneka zivule zonke iindlela zokurhafisa ukuze kwandiswe umthamo nokusebenza kakuhle kwezikhululo zokurhafisa.Ngokubhekiselele kuthutho lukaloliwe, amanyathelo ahlukeneyo athathiweyo ukuphucula ukusebenza kakuhle kokuthotywa kwamalahle e-thermal.Ngokumalunga nokuthuthwa kwamanzi, kuyimfuneko ukomeleza ukubeka iliso, ukuhlalutya kunye nokugweba ukuthunyelwa kwamalahle kunye nokugcinwa kwezibuko kumazibuko abalulekileyo afana namazibuko amane asemantla.
Ngo-Matshi nangoJuni, i-Caixin China Manufacturing Purchasing Managers Index (PMI) irekhode i-51.7, ipesenti ye-3.6 yamanqaku aphezulu kunokuba ngoMeyi, iphelisa i-contraction trend yeenyanga ezintathu ezidlulileyo kwaye ibuyele kuluhlu lokwandiswa, kwaye iphezulu ukususela ngoJuni 2021. .
Ukudibanisa, ngoJulayi 2022, i-market-rolled strip market iya kuchaphazeleka ngexesha lemvula kunye nemozulu yokushisa okuphezulu, kwaye kusenokuba nzima ukuba imfuno iphucule kakhulu;uluhlu lwentlalo luphezulu kakhulu kunelo xesha leminyaka edlulileyo, kwaye abavelisi baphantsi koxinzelelo olukhulu;Iimboni zentsimbi zinezicwangciso zokunciphisa imveliso, unikezelo luye lwancipha ngokuthe ngcembe, kwaye ukuchasana phakathi konikezelo kunye nemfuno kunokuncitshiswa.Kodwa amaxabiso entsimbi akhoyo ngoku kumazwe ngamazwe aqhubeka nokuwa, okanye achaphazele amaxabiso emarike yasekhaya.Ukuqukumbela, kulindeleke ukuba imarike yestrip eshushu ingaqhubeka iguquguquka buthathaka ngoJulayi.
Ixesha lokuposa: Jul-04-2022