Ukususela phakathi ku-Okthobha, ngenxa yokuncipha okucacileyo komlinganiselo wamandla kushishino kunye nokubuyiselwa okuqhubekayo kwecala lokubonelela, ixabiso le-ferroalloy futures liqhubekile nokuhla, apho ixabiso eliphantsi le-ferrosilicon lisihla ukuya kwi-9,930 yuan/ton, kwaye ixabiso eliphantsi le-silicomanganese lisihla kwi-8,800 yuan/ton. Kwimeko yokubuyiselwa kokubonelela kunye nemfuno ezinzileyo, sikholelwa ukuba ii-ferroalloys ziya kuhlala zisehla, kodwa ukuhla kunye nendawo kuya kuxhomekeka kutshintsho kwixabiso lezinto ezisetyenzisiweyo ezisekwe kwikhabhoni ekupheleni kweendleko.
Ubonelelo luyaqhubeka nokunyuka
Kwiintsuku ezimbalwa ezidlulileyo, izityalo ezininzi ze-ferrosilicon eZhongwei, eNingxia zikhuphe izicelo zokucima kombane kwii-arc furnaces ezingaphantsi komhlaba. Nangona kunjalo, isikhululo samandla senkampani ye-alloy eGuizhou asinamalahle okuthenga, nto leyo ebonisa ukuba sinokumisa imveliso. Ukuphazamiseka kokunqongophala kombane kwicala lokubonelela kuye kwenzeka ngamanye amaxesha, kodwa ukukhuselwa kokunikezelwa kwamalahle ashushu kuye kwavelisa iziphumo ezinkulu, kwaye imveliso ye-ferroalloy iyaqhubeka nokunyuka. Okwangoku, imveliso ye-ferrosilicon kwiinkampani zesampulu yi-87,000 yeetoni, ukunyuka kwe-4 yezigidi zeetoni ukusuka kwiveki ephelileyo; izinga lokusebenza yi-37.26%, ukunyuka kwe-1.83 yeepesenti yamanqaku ukusuka kwiveki ephelileyo. Ubonelelo luphinde lwanda kangangeeveki ezimbini ezilandelelanayo. Kwangaxeshanye, imveliso ye-silico-manganese kwiinkampani zesampulu yayiyi-153,700 yeetoni, ukunyuka kwe-1,600 yeetoni ukusuka kwiveki ephelileyo; izinga lokusebenza yayiyi-52.56%, ukunyuka kwe-1.33 yeepesenti yamanqaku ukusuka kwiveki ephelileyo. Ubuninzi be-silicomanganese buphinde banda kangangeeveki ezintlanu zilandelelana.
Kwangaxeshanye, imveliso yentsimbi inyukile. Idatha yamva nje ibonisa ukuba imveliso yesizwe yeemveliso ezintlanu eziphambili zentsimbi yayiyi-9.219 yezigidi zeetoni, ukwehla okuncinci ukusuka kwiveki ephelileyo, kwaye imveliso yentsimbi eluhlaza yemihla ngemihla nayo ibuyele kancinci. Kwikota ezintathu zokuqala zalo nyaka, imveliso yentsimbi eluhlaza yasekhaya inyuke malunga ne-16 yezigidi zeetoni xa kuthelekiswa nexesha elifanayo kunyaka ophelileyo, elisekude kakhulu kujoliso lokunciphisa imveliso olubekwe yiSebe lezoShishino noLwazi lweTekhnoloji kushishino lwentsimbi. Imveliso yentsimbi eluhlaza ayinakwenzeka ukuba inyuke kakhulu ngoNovemba, kwaye imfuno iyonke yee-ferroalloys kulindeleke ukuba ibe buthathaka.
Emva kokuba ixabiso lee-ferroalloy futures lehle kakhulu, ubungakanani berisithi ze-warehouse behle kakhulu. Izaphulelo ezibalulekileyo kwidiski, umdla owandisiweyo wokuguqulwa kwerisithi ze-warehouse zibe yindawo ecacileyo, ukongeza, inzuzo ecacileyo nengabizi kakhulu yamaxabiso eenqaku, konke oku kube negalelo ekwehleni okukhulu kobungakanani berisithi ze-warehouse. Ngokwembono ye-inventory yenkampani, i-inventory ye-silicomanganese yehle kancinci, nto leyo ebonisa ukuba unikezelo luncinci kancinci.
Xa sijonga imeko yokuqashwa kwentsimbi kaHegang ngo-Okthobha, ixabiso le-ferrosilicon yi-16,000 yuan/ton kwaye ixabiso le-silicomanganese yi-12,800 yuan/ton. Ixabiso leebhidi zentsimbi liphezulu kakhulu kunamaxabiso exesha elizayo eveki ephelileyo. Linokuchaphazela kakubi ixabiso le-ferroalloys.
Inkxaso yeendleko isasebenza nangoku
Emva kokuba ixabiso le-ferroalloy futures lehle kakhulu, lafumana inkxaso kufutshane nexabiso eliqingqiweyo. Ngokwembono yeendleko zemveliso zamva nje, i-ferrosilicon ikwi-9,800 yuan/ton, ukwehla kwe-200 yuan/ton ukusuka kwixesha elidlulileyo, ikakhulu ngenxa yokwehla kwexabiso le-blue carbon. Okwangoku, ixabiso le-blue charcoal liyi-3,000 yuan/ton, kwaye ixabiso le-coke futures lehle kakhulu laya kwi-3,000 yuan/ton. Ukwehla kwexabiso le-blue charcoal kwixesha elizayo ngumngcipheko omkhulu wokwehla kwexabiso le-ferrosilicon. Ukuba izinga elinyukayo le-blue charcoal liyehla, ixabiso le-blue charcoal liya kwehla liye kwi-2,000 yuan/ton, kwaye ixabiso elifanayo le-ferrosilicon liya kuba malunga ne-8,600 yuan/ton. Xa sijonga ukusebenza kwakutshanje kwimarike ye-blue carbon, kubekho ukwehla okukhulu kwezinye iindawo. Ngokufanayo, ixabiso le-silicomanganese liyi-8500 yuan/ton. Ukuba ixabiso le-coke yesibini ye-metallurgical lihla nge-1,000 yuan/ton, ixabiso le-silicomanganese liya kwehliswa liye kwi-7800 yuan/ton. Ngexesha elifutshane, inkxaso yeendleko ezizinzileyo ze-9,800 yuan/ton ye-ferrosilicon kunye ne-8,500 yuan/ton ye-silicomanganese isasebenza, kodwa kwixesha eliphakathi, amaxabiso e-green carbon eluhlaza okwesibhakabhaka kunye ne-secondary metallurgical coke asenemingcipheko engaphantsi, enokukhokelela kwixabiso le-ferroalloys. Yehla kancinci kancinci.
Gxila ekulungiseni isiseko
Isiseko sesivumelwano se-ferrosilicon 2201 yi-1,700 yuan/ton, kwaye isiseko sesivumelwano se-silico-manganese 2201 yi-1,500 yuan/ton. Isaphulelo sediski sisesenzulu. Isaphulelo esikhulu kwidiski ye-futures yenye yezinto ezixhasa ukuphindaphindeka kwidiski. Nangona kunjalo, imvakalelo yangoku yemarike ye-spot ayizinzanga kwaye isantya sokuphindaphindeka kwe-futures asanelanga. Ukongeza, ngenxa yokwehla kweendleko zemveliso ye-spot, kukho amathuba aphezulu okuba isiseko siya kulungiswa ngendlela yokudodobala kwe-spot okubamba i-futures.
Lilonke, sikholelwa ukuba ukuhla kwesivumelwano sika-2201 akutshintshanga. Kucetyiswa ukuba singaphumeleli kwiindibano kwaye sinikele ingqalelo kuxinzelelo olukufutshane ne-ferrosilicon 11500-12000 yuan/ton, i-silicomanganese 9800-10300 yuan/ton, kunye ne-ferrosilicon 8000-8600 yuan/ton. Iitoni kunye ne-silicomanganese 7500-7800 yuan/ton inkxaso ekufutshane.