1. Mmaraka oa machaba oa tšepe o ile oa fokola ka Pherekhong
Ho ea ka (Pherekhong 20 - 27 Pherekhong) index ea ka ea Steel net ea machaba ea theko ea tšepe e bonts'a hore index ea theko ea tšepe ea lefats'e ke 242.5, keketseho ea beke le beke ea 0.87%, ho fokotseha ha khoeli le khoeli ho 26,45%.Lenane la lehong le bataletseng le ne le le 220.6, le eketseha ka 1.43% beke ka khoeli le ho fokotseha ka 33.59% khoeli le khoeli.Lenane le lelelele la lehong le ne le le 296.9, le eketseha ka 0.24% beke ka khoeli le ho fokotseha ka 15.22% khoeli le khoeli.Lenane la Europe le ne le le 226.8, le nyolohile ka 1.16% ka beke le tlase ho 21.79% ka khoeli.Lenane la Asia le eme ho 242.5, ho nyoloha ka 0.54% ka beke le ho theoha 22.45% ka khoeli.
2. Tlhahiso ea tšepe e tala lefatšeng ka bophara e theohile hanyane ka December 2022
Ka Tshitwe 2022, kakaretso ya tlhahiso ya tshepe e tala ya dinaha tse 64 e kenyeleditsweng dipalopalong tsa Mokgatlo wa Matjhaba wa Tshipi le Tshipi e ne e ka ba ditone tse dimilione tse 141, e leng phokotseho ya selemo le selemo ya 10.76%;Tlhahiso ea tšepe e sa hloekang naheng ea Chaena ka December 2022 e ne e le lithane tse limilione tse 77.89, ho theoha ka 10.66% ho tloha nakong e tšoanang selemong se fetileng.Sephetho sa China se etsa liperesente tse 55.36 tsa tlhahiso ea lefats'e.
3. Tlhahlobo ea limmaraka tse kholo tsa lehae ka Pherekhong
Ka Pherekhong, phaello ea litsila tsa tšepe e ile ea khutlisoa, phapang ea theko lipakeng tsa khoele ea sekoti le mofuta oa tšepe le billet e ile ea fokotseha, 'me limilone tse ling tsa tšepe li ile tsa eketsa thekiso ea kantle ho naha ea billet, phepelo ea letsatsi le letsatsi ea Tangshan billet e bolokile lithane tse 40,000-50,000, le East China Steel Mill. hape e ile ea eketsa thekiso ea kantle ho naha ea billet.Haufi le Mokete oa Selemo ho theosa le noka billet rolling tšepe butle-butle emisa tlhahiso bakeng sa tlhokomelo, tlhokahalo ea tšepe ea billet e fokotsehile, bahoebi ba feta ho kena ho behiloeng, thepa ea sechaba ea billet ea sechaba e eketsehile ho lithane tse limilione tse 1,5.Mmaraka oa Tangshan o nyolohetse ho lithane tse 1 milione.E tšehetsoa ke litebello tse matla, theko ea tšepe ea tšepe ka January e ile ea tsoela pele ho hula, ho kenyelletsa le theko ea fektheri ea Tangshan steel billet e eketsehile 110 yuan / ton, theko ea 'maraka ea Jiangyin e ile ea eketseha 80 yuan / ton.
4. Maraka oa thepa e tala
Ore ea tšepe: ha u hetla morao ka Pherekhong 2023, leano le letle la ho khanna poleiti e ntšo, theko ea tšepe e ea holimo.Ho tloha ka January 30, Mysteel62% Australian powder forward spot index 129.45 dollars / ton e omileng, ho fihlela 10.31% khoeli ka khoeli;62% Macao powder port spot price index 893 yuan/ton, ho fihla ho 4.2% ho tloha bofelong ba khoeli e fetileng.Phepelo ea merafo ea lehae e ile ea fokola, litheko tsa merafo ea lehae li ile tsa nyoloha hanyane khoeling ena.Ho romelloa ka mose ho maoatle ho felile ka Pherekhong, 'me thomello ea lefats'e e theohile ka lithane tse limilione tse 21 khoeli le khoeli, mme ba fihlang khoeli le khoeli ba fihla lithane tse limilione tse 108, e leng keketseho e nyane ea lithane tse 160,000 khoeli le khoeli.Ka kakaretso, lisebelisoa tsa tšepe li theohile ho tloha bofelong ba selemo se fetileng.Mabapi le tlhokahalo, phaello ea lichelete tsa tšepe e ile ea lokisoa ka January, 'me lisebelisoa tse ling tsa tšepe li na le merero ea ho tsosolosa tlhahiso ka mor'a hore e behoe.Ho lebelletsoe hore karolelano ea tlhokahalo ea tšepe ea letsatsi le letsatsi ka Hlakola e eketsehile hanyane ha e bapisoa le ea Pherekhong.Mabapi le lethathamo la thepa, ho buloa ha boemakepe ho fokotsehile nakong ea Mokete oa Selemo, 'me thepa ea boema-kepe e eketsehile ka lithane tse limilione tse 5.4 ho isa ho lithane tse limilione tse 137.Hajoale, boleng bo felletseng ba lisebelisoa tsa leloala la tšepe bo bile tlase nalaneng ka lebaka la tšebeliso ea nako eo, mme palo ea thepa le thekiso e fokotsehile ka matsatsi a 1,36 ho tloha qalong ea khoeli.Ho ea ka pono ea tlhokahalo ea ka mor'a matsatsi a phomolo, ho tsosolosoa ha phaello ea lichelete tsa tšepe le ho tsosolosoa ha mosebetsi ho lebeletsoe ho ba matla, lisebelisoa tsa tšepe li na le matla a itseng a ho reka le sebaka sa ho tlatsa.
Taba ea mantlha e ts'ehetsang ho phahama ha mmaraka ho tloha ka December 2022-Pherekhong 2023 ke tebello ea 'maraka ea ho fola ha moruo oa lehae.Nakong ea Mokete oa Selemo, tšebeliso ea baahi e ile ea lokolla matla a itseng, a bontša matšoao a ho ntlafatsa tlhokahalo, empa matla a ho hlaphoheloa ha aa ka a bontša ka botlalo le ho feta litebello.Ka lehlakoreng le leng, ka letsatsi la pele ka mor'a Mokete oa Selemo, Chaena e ile ea fana ka maano a ho khothaletsa le ho tšehetsa batho ba tšoanelehang le ba ikemiselitseng ho lula motseng oo, e leng se ileng sa tsoela pele ho lokolla letšoao la ho matlafala ha moruo, kahoo tebello ea 'maraka ea ho tsosolosoa ha moruo. nako e khuts'oane ho thata ho qhekelloa.Theko ea tšepe ea China e theohile nako le nako ka Hlakola, mohlomong ka lebaka la ho theoha ha khoeli le khoeli ha thomello e tsoang mose ho maoatle ka Pherekhong.Leha ho le joalo, ho tsosolosoa ha tlhahiso merafong ea lehae ka mor'a matsatsi a phomolo ho ka tlatsetsa phepelong.Leha ho le joalo, libakeng tse ling, lithibelo tsa tlhahiso ka mor'a likotsi tsa selemo se fetileng ha li e-s'o tlosoe, kahoo tlatsetso ena e tla fokotsoa.Qetellong ea tlhokahalo, tekanyo ea phaello ea lihlahisoa tsa tšepe e ntse e le tlaase hona joale, 'me keketseho ea tlhokahalo e tlisoang ke keketseho e potlakileng ea tlhahiso ea tšepe ea kolobe e ka ba thata ho e finyella ka nako e khutšoanyane.Joale, ka lebaka la Mokete oa pele oa Selemo selemong sena, tlhokahalo ea ho qetela e ka qala ka March, 'me tlhokahalo ea ho tsosolosoa ka mor'a matsatsi a phomolo e ka' na ea fokola.
Coke: Ha u hetla morao 'marakeng oa coke ka January, mokhoa oa kakaretso oa botsitso o fokola.Theko ea Coke bakeng sa mekhahlelo e 'meli ea phokotso, mefuta e fapaneng ea 200-220 yuan/ton.Ka khoeli pele ho Mokete oa Selemo, 'maraka oa coke o batla o se na tšepo.Ho khothalletsoa polokelo ea mariha ea pele, litheko tsa coke li tsoetse pele ho nyoloha ka mekhahlelo e mene, tokiso e tsoelang pele ea phaello, phepelo ea phepelo ea coke e ntlafalitsoe.Semela sa tšepe pele theko ea tšepe e ntse e phahama haholo, empa ho thata ho pata bofokoli ba ts'ebetso, tahlehelo e tsoelang pele tlas'a tlhahiso e tlaase ea tšepe.Qetellong ea polokelo ea mariha ea litšepe tsa tšepe, lihlahisoa tsa tšepe bakeng sa ho hanyetsa theko e phahameng ho coke, 'maraka oa coke ka kakaretso o fokola haholo.
Ha re sheba pele ho February, coke ho na le matšoao a rebound.Litheko tsa coke li tsitsitse ebile li se li le teng, empa sebaka sa ho khutlisa se fokotsehile.Ka ho bokelloa ha NPC le CPPCC ea lehae, maano a fapaneng a molemo a moruo a se a tsebisitsoe, 'me tšepo ea mebaraka e ntse e matlafatsoa ka ho batla tsoelopele ea botsitso.Ka boemo ba leholimo bo futhumetseng, nako ea tšepe e se e fetile, tlhahiso ea sebōpi sa tšepe e qalile hape, tlhokahalo ea coke, 'maraka oa coke o ile oa qala ho matlafala.Leha ho le joalo, lichelete tsa tšepe le lik'hamphani tsa coke pele ho nako ka lebaka la tahlehelo e tsitsitseng, ho lokisoa ha phaello ho hloka nako ea ho ntšetsa pele, ho sena le hore, mahlakoreng a mabeli a phetoho ea theko e hlokolosi haholoanyane, sebaka sa rebound kapa se tla fokotsoa.
Nako ea poso: Feb-02-2023