Okwangoku, ukuba akukho miphumo mibi ilungileyo, iHebei kunye nezinye iindawo zibe yimeko yobhubhane ebhalwe kwiHong Kong. Ngokoluvo lwam, phantsi kokuphazamiseka kokuqhambuka, iHong Kong-ebhalwe kwiNtwasahlobo inokuthi iqale ngaphambi kwexesha lokuphumla.

Kwelinye icala, ukuqhambuka kweshishini lesinyithi nentsimbi kugxile kakhulu ekujikelezeni kwegazi kunye nempembelelo yekhonkco lesiphelo, impembelelo kwinkqubo yemveliso incinci. Ngenxa yezizathu zokuthintela nokulawula ubhubhane, i-hebei kunye nezinye iindawo ukuvalwa kweprojekthi ngokulandelelana, imfuno iyehla ngakumbi, ngakumbi emelwe kukwehla kwesinyithi sokwakha i-rebar kuyabonakala ngakumbi, ngokutsho kwamaqela oshishino kwiveki yokuqala kaJanuwari kulo nyaka (nge-4 kaJanuwari ukuya kwi-8), umyinge weveki yesinyithi sokwakha umyinge wemihla ngemihla weetoni ezili-178000. Kwaye ukusukela nge-21 kaJanuwari, umyinge weveki yesinyithi sokwakha umyinge weveki yorhwebo lwemihla ngemihla uye wehla waya kwiitoni ezili-111000. Ngoko ke, phantsi kokuphazamiseka kokuqhambuka, imfuno yemarike ibuthathaka ngakumbi, isiphumo esomeleleyo sexesha lokungasebenzi.

Kwelinye icala, eli xabiso lasebusika liphezulu. Ukususela kwiifektri zentsimbi ezininzi zangoku, amaxabiso e-rebar ngokubanzi alawulwa yi-4050 yuan/ton, aphantsi kunexabiso lemarike langoku yi-200 yuan/ton ukuya kwi-300 yuan/ton. Nge-3500 yuan/ton eqhelekileyo yi-3800 yuan/ton, xa kuthelekiswa nexabiso langoku lokutsala abarhwebi alilikhulu. Ingakumbi kwimeko yobhubhane, imeko isenokungaqiniseki okuthile, abarhwebi babenomdla wobusika ngokucacileyo uphantsi kulo nyaka. Umbhali uqikelela ukuba ubusika obunjalo kulo nyaka buya kuba mncinci kunesiqhelo, imfuno kunzima ukuyibuyisela ngokukhawuleza ngaphambi koMnyhadala weNtwasahlobo, okanye iya kuthengiswa ngokuthe ngqo kwixesha lokuphumla.

Ukongeza, iHong Kong ibonise olunye uphawu kwangaphambili kwixesha lokungabikho kwexesha lokuthengisa kukuba i-futures pull function iphantsi kwexabiso eliphantsi lokwehla. Ekuqaleni kobhubhane, imali yemarike ye-futures evela kwi-rebar futures yaphuma xa ivuthiwe yaya kwimarike ye-iron ore, i-coke kunye nezinye izinto eziluhlaza, kwaye yanyuka ngamandla, yaze yaphinda yabuyela kwimarike yayo.

Nangona kunjalo, ubuthathaka bemarike yexesha elizayo, nabo bangene kancinci kancinci kumjikelo wohlengahlengiso lomothuko, emva kwexesha kwimarike yendawo kunzima ukwenza inkxaso eqinileyo, njengoko ii-steel mills zivala umgaqo-nkqubo wamaxabiso, ukusebenza ngempumelelo kwendawo yemarike yendawo kuya kuncitshiswa ngakumbi, amaxabiso entsimbi aya kungena kwii-shocks ezingaphezulu ukulungisa ixabiso Nangona kunjalo, kufuneka uqaphele ukuba amaxabiso e-iron ore angoku angama-62% ahlala ngaphezulu kwe-$170 / itoni, amaxabiso e-coke nawo agqibe umjikelo we-14, ixabiso eliphezulu lenkxaso yexabiso lentsimbi lisekwii-steel mills ukuze kudluliselwe uxinzelelo lweendleko, amathuba amakhulu aya kuba kukunyuka kwexabiso lefektri yentsimbi. Umbhali ucinga ukuba, nokuba kwixesha elingaphandle kwexesha, ubunzulu bohlengahlengiso lwexabiso lentsimbi kwindawo abubukhulu.