Amandla okuqhuba awonelanga
Kwelinye icala, ngokwembono yokuqalisa kwakhona kwemveliso yee-steel mills, i-iron ore isenayo inkxaso; kwelinye icala, ngokwembono yexabiso kunye nesiseko, i-iron ore ixabiseke kakhulu. Nangona kusekho inkxaso enamandla ye-iron ore kwixesha elizayo, kufuneka siqaphele umngcipheko wokwehla okukhulu.
Ukususela oko imakethi yentsimbi yaqala ukunyuka ngoNovemba 19 kunyaka ophelileyo, isivumelwano sika-2205 saphinda sabuya sisuka kwi-512 yuan/ton ukuya kwi-717.5 yuan/ton, ukunyuka kwe-40.14%. Idiski yangoku irhweba ecaleni malunga ne-700 yuan/ton. Ngokwembono yangoku, kwelinye icala, ngokwembono yokuqalisa kwakhona kwemveliso yeentsimbi, i-iron ore isaxhaswa; kwelinye icala, ngokwembono yexabiso kunye nesiseko, i-iron ore ixabiseke kakhulu. Ukujonga phambili, umbhali ukholelwa ukuba nangona i-iron ore isenenkxaso enamandla okwangoku, kuyimfuneko ukuba uqaphele umngcipheko wokwehla okukhulu.
ukukhululwa okuhle kuphelile
Izinto ezibangele ukwanda kwe-iron ore kwinqanaba lokuqala yayikukuqalisa kwakhona kwemveliso ekulindelekileyo yimizi-mveliso yentsimbi kunye nemfuno yokwenyani emva kokufika okulindelweyo. Ulindelo lwangoku luya luba yinyani kancinci kancinci. Idatha ibonisa ukuba ngoDisemba 24 kunyaka ophelileyo, impahla yemizi-mveliso yentsimbi kunye nempahla yokuntywila kolwandle yayiziitoni ezingama-44,831,900, ukunyuka kweetoni ezizizigidi ezingama-3.0216 kwinyanga ephelileyo; ngoDisemba 31 kunyaka ophelileyo, impahla yemizi-mveliso yentsimbi kunye nempahla yokuntywila kolwandle yayiziitoni ezingama-45,993,600, inyanga nenyanga. Ukunyuka kweetoni ezili-1,161,700. Idatha engentla ibonisa ukuba icebo eliphantsi lempahla eligcinwe yimizi-mveliso yentsimbi kangangesiqingatha sonyaka liqalile ukukhululeka, kwaye imizi-mveliso yentsimbi iqalile ukuzalisa kwakhona impahla. Ukubuyela umva eShugang kunye nokususwa kweempahla zorhwebo okokuqala ukusukela ngoSeptemba 2021 nako kuqinisekisile oku.
Kwimeko apho ukuhlaziywa kwakhona kwesityalo sentsimbi kufunyenwe, kufuneka siqwalasele imiba emibini: Okokuqala, kuza kuphela nini ukuhlaziywa kwakhona kwesityalo sentsimbi? Okwesibini, kuza kuthatha ixesha elingakanani ukuba ukuqaliswa kwakhona kwemveliso kubonise ukubuyiswa kwesinyithi esinyibilikisiweyo? Ngokuphathelele umbuzo wokuqala, ngokubanzi, ukuba isityalo sentsimbi sizalisa kwakhona i-warehouse ngamaxesha athile, ixesha aliyi kudlula iiveki ezintathu. Ukuba imfuno iyaqhubeka nokuba ntle, ii-steel mills ziya kuqhubeka nokwandisa uluhlu lwezinto ezisetyenzisiweyo, nto leyo ebonakala ngokuhamba ngokunyuka okuqhubekayo kombindi we-port volume, umthamo wentengiselwano, kunye noluhlu lwezinto ezisetyenzisiweyo ze-steel mill. Okwangoku, ii-steel mills zinamathuba amaninzi okugcwalisa ii-warehouse zazo ngamanqanaba, ikakhulu ngenxa yezizathu ezilandelayo: Okokuqala, ummandla osemazantsi, okwaziyo ukuqalisa kwakhona imveliso ngokuqhubekayo, kungekudala uza kuqalisa ukunciphisa ukusetyenziswa kwamandla ngoJanuwari; Ngenxa yemveliso encinci ekwindla nasebusika nakwiOlimpiki zaseBusika, izinga lokusetyenziswa kwamandla alinakwenzeka ukuba linyuke kakhulu, kwaye akukho mfuneko yokuqaliswa kwakhona kwemveliso ngokuqhubekayo; okwesithathu, eMpuma China, eyona nto iphambili ekuqaliseni kwakhona imveliso, izinga lokusetyenziswa kwamandla kulindeleke ukuba libuye libuyele kwi-10%-15%, Kodwa ukuba uyijonga ngokuthelekisa ngokuthe tye, ngexesha leNtwasahlobo yoMnyhadala kule minyaka idlulileyo, ububanzi bokuqalisa kwayo imveliso busalinganiselwe. Ke ngoko, sidla ngokucinga ukuba ukuphinda kuzaliswe kunye nokuqala kwakhona kwemveliso kutshanje konke kuncitshisiwe.
Ngokuphathelele umbuzo wesibini, kulindeleke ukuba intsimbi enyibilikisiweyo inyuke ngoJanuwari, ifikelele kwinqanaba leetoni ezizizigidi ezi-2.05 ukuya kwezi-2.15 ngosuku. Kodwa ekubeni imveliso iphinda iqalwe, ukubuya kwemveliso yentsimbi enyibilikisiweyo kwiiveki ezimbalwa ezizayo akuyi kuba nokunyuka kwexesha elide kwidiski.
Ixabiso eliphezulu kakhulu
Okokuqala, ngokwembono yoxabiso, ixabiso elipheleleyo sele liphezulu xa kuthelekiswa neziseko. Ngothelekiso oluthe tye, igagasi lokugqibela laqala ukusuka kwindawo ethengiswe kakhulu, ukuya ekuqaliseni kwakhona okulindelweyo korhwebo, ukuya ekuzalisekeni okulindelekileyo kwee-steel mills, kwaye ukunyuka nokuhla komkhiqizo we-metallic iron kwabonakala kwimarike ukususela ekupheleni kukaSeptemba ukuya ekuqaleni kuka-Okthobha kunyaka ophelileyo, xa ixabiso lediski laliphezulu. Malunga ne-800 yuan/ton. Ngelo xesha, i-iron ore port yayiyi-128.5722 yezigidi zeetoni, kwaye i-avareji yemveliso ye-metallic iron yayizii-2.2 yezigidi zeetoni. Imeko yangoku ye-inventory kunye nemeko yemfuno zimbi kakhulu kunasekupheleni kukaSeptemba kunyaka ophelileyo. Nokuba ucinga ngokuqalisa kwakhona kwemveliso ngoJanuwari, kulindeleke ukuba imveliso ye-metallic iron ayizukubuyela kwi-2.2 yezigidi zeetoni/ngosuku.
Okwesibini, ngokwembono yezibalo, isiseko sesivumelwano sika-2205 sihlala sigcinwa kwi-70-80 yuan/ton ngoFebruwari nangoMatshi wonyaka ngamnye. Isiseko sangoku sesivumelwano sika-2205 sisondele kwi-0, nokuba ixabiso eliphantsi njenge-super powder linyuke nge-100 yuan/ton, xa kujongwa isiseko esomeleleyo, izinga lokulandelela idiski nalo lilinganiselwe kakhulu. Ngaphezu koko, ixabiso eliphambili langoku le-super special powder ngokubanzi limalunga ne-470 yuan/ton, kwaye akukho miqathango yokuba inyuke iye kwi-570 yuan/ton.
Okokugqibela, ngokwembono yokunxibelelana kweemveliso ezimnyama, ngenxa yokuxhaswa okubuthathaka kwamaxabiso entsimbi, ukwehla kwayo kuya kukhokelela ekuhlengahlengisweni okuphantsi kwe-iron ore. Okwangoku, imfuno ye-rebar ngexesha lokungabikho kwexesha iyafezekiswa, kwaye imfuno ebonakalayo ayintle. Ngokuphathelele uluhlu lwezinto, nangona uluhlu lwezinto zentlalo lusaphela, uluhlu lwezinto ezisetyenzisiweyo zeemill zentsimbi luqalile ukwanda, nto leyo ebonisa imfuno ephantsi yokugcina izinto ebusika. Ngenxa yamaxabiso aphezulu angoku kunye nokungabikho kokuzithemba kwimfuno yexesha elizayo, abarhwebi abanalo ilungelo lokugcina izinto ebusika. Ngenxa yoxinzelelo oluphantsi kwintsimbi, kuyacaca ukuba i-iron ore ayinakushiywa yodwa.
Lilonke, ukunyuka kwe-iron ore kwimarike akuhlali ixesha elide, ngelixa ukunyuka kwe-iron ore kunempembelelo enkulu ngakumbi.