Nkhani

Chidule cha malonda omalizidwa
Ulusi wa screw: mtengo wamtengo wamtengo wamsika wa Hebei watsika kuchokera pamwamba mpaka pansi: Anfeng adatsika ndi 20, Jiujiang adatsika ndi 20, Jinzhou adakhazikika, Chunxing adatsika ndi 20, Aosen adatsika ndi 20; Wu'an waya ndodo Yuhuawen, Jinding ndi Taihang; Mtengo wokhoma pamsika wa Wu'an ndi 3515-3520; Kufotokozera kwamtengo wa Anping kutumiza popanda msonkho: 195 / 6.5 Aosen 3680 Anfeng 3675 Jiujiang 3710. Masiku ano, kutumiza mwachindunji kwa zitsulo zachitsulo kumakhala ndi ntchito zambiri. Pakali pano, ena a Tangshan zitsulo billet warehousing malo amalonda amanena 3690 yuan (msonkho kuphatikizapo), ndi wotuluka pang'ono; Pankhani ya msika, msika wam'tsogolo udachititsa mantha obiriwira, chidwi chamalingaliro amsika chidakhazikika, zida zapamwamba zidatsika pang'ono, mitengo ya amalonda amsika inali yotsika pang'ono, kudikirira ndikuwona kuchulukira, ndipo malonda anali ambiri. ofooka. Zikuyembekezeka kuti pakanthawi kochepa, mitengo idzakhazikika ndikusinthasintha.
Chitsulo chachitsulo: kusintha kofooka ku North China tropics. Pakadali pano, lipoti la 145 la narrowband mainstream 3930-3940, kuphatikiza msonkho, limasiya fakitale. Kugulitsa konseko nthawi zambiri kumakhala kofooka, ndipo zogula zapansi panthaka mwachiwonekere ndikudikirira ndikuwona. 355 imanena za 3595-3605 malo amaliseche pamsika wa burodibandi, omwe amakhala okhazikika poyerekeza ndi masana. Madzulo, nkhonoyo inagwira kugwedeza kobiriwira, koma amalonda anali ndi chidwi chochepa chotsitsa. Msika wamakono wogulitsa ndi pafupifupi, mtengo wochepa chabe ndi wosalala. Mtengo kuphatikiza msonkho pamsika wa Tangshan ndi 3900-3920, mtengo pamsika wa Handan ndi 3930-3940, ndipo mtengo mufakitale ya Tianjin ndi 3930-3980. Pakalipano, ndondomeko ya mliri m'madera osiyanasiyana ndi yokwanira komanso yosasunthika, ndipo msika ulibe vuto lalikulu loipa kupatula kusakwanira kokwanira. Chifukwa chake, malo otsika sanatsegulidwe kwathunthu pakadali pano, ndipo malingaliro apansi akadali olimba. Ganizirani za chithandizo chamtengo wapatali, ndikuwonetseratu kapena kusintha kukhazikika kwakukulu.
Mbiri: mtengo wamtundu waku North China ndiwokhazikika komanso wofooka pang'ono. Tangshan: 5 ngodya 4050, Tangshan: 10 ngodya 4020, Tangshan: 16 ngodya 4020, Cangzhou: 5 ngodya 4210, Tianjin: 4 ngodya 4340, Handan: 5 ngodya 4060, Handanscent 4020 chigawo china 08 Njira zopewera ndi kuwongolera miliri, msika ukuyenda pang'onopang'ono, komanso momwe zinthu zoyendetsera katundu zikuyendera zakonzedwanso mosalekeza. Komabe, pamene nyengo imayamba kuzizira, ntchito yomanga ma terminals m’malo ambiri ikutha pang’onopang’ono. Kufunako kuli m'malo omwe akucheperachepera, ndipo kufunitsitsa kogula zinthu kumunsi sikukwanira. Oyang'anira apakati amasamalanso za kuwonjezeredwa kwamtengo wapamwamba, ndipo akuyembekezeredwa kuti mtengo wanthawi yochepa udzakhazikika ndikugwiritsidwa ntchito.
Zida zamapaipi: mitengo ku East China yakwera ndikugwa. Chitoliro chopanda msoko cha Liaocheng m'chigawo cha Shandong chatsika ndi 40, chitoliro cha malata ndi 30, chitoliro chozungulira cha Laiwu ndi 10, chitoliro chowotcherera cha Hangzhou ndi scaffold ndi 30, ndi chitoliro cha 60. , ndipo maganizo a amalonda asintha. Komabe, pakadali pano, kugulitsa msika sikunasinthe, ndipo mafakitale ena amapaipi akuthamangira kukagwira ntchito yotsalira chifukwa cha mliri. Posachedwapa, mtengo wazinthu zopangira wakwera, ndipo kukakamizidwa kwa malo oyendetsera ntchito kuti agwiritse ntchito ndalama ndi kwakukulu kwambiri. Kuonjezera apo, zotsatira za off-season zasintha, ndipo kufunikira kwa msika kwachira pang'onopang'ono. Pambuyo poganizira mozama, zikuyembekezeka kuti mtengo wa mapaipi udzasinthidwa mokhazikika komanso pang'ono.
Kusanthula kwamakono kwa nkhono zam'tsogolo
Ndemanga yachidule pa Qiaoluo: Qiaoluo 05 idalamulidwa ndi zododometsa tsiku lonse. K watsiku ndi tsiku adatsekedwa bwino pamtunda wopapatiza, kutseka 3808, ndikugwa ndi 0.60% mu 23. Tchati cha tsiku ndi tsiku BOLL chinasinthira m'mwamba pamtunda wapansi, ndipo ndondomeko ya KD inasonyeza kufa. Mitengo yomalizidwa ya dzikolo idatsika kuposa duwa, ndipo mtengo wapakati pamitundu iliyonse udasintha ndi 10-20. Chiyembekezo chabwino kwambiri chidakalipo. Ndalama zambiri zazinthu zili kumbali yokwera, ndipo opanga ali okonzeka kuthandizira mitengo. Komabe, nyengo yopuma pantchito yofunikira ikukulirakulira. Ogwiritsa ntchito kumapeto amagula pakufunika, ndipo ntchitoyo ikupitiriza kukhala yofooka. Amalonda ena makamaka amachepetsa zosungiramo ntchito zawo, ndipo sakhala ndi chiyembekezo cha msika wamtsogolo. Akuti amalonda omwe ali ndi katundu wambiri achepetse nkhokwe zawo moyenera katunduyo akachuluka, ndi kudikira ndikuwona pamene katunduyo wachepa. Kugwedezeka kwakukulu kwa wononga siteji, kuthandizira 3770, kupanikizika 3825, 3850, 3890.
Kutanthauzira kwa Macro hotspot
[China Steel Association: kuchuluka kwamitundu yayikulu yazitsulo m'mizinda 21 kudatsika ndi matani 120000 kumapeto kwa Novembala]
Chakumapeto kwa November, chikhalidwe cha anthu amitundu ikuluikulu isanu yazitsulo m'mizinda ya 21 chinali matani 7.39 miliyoni, mwezi pamwezi kuchepa kwa matani 120000, kapena 1.6%, ndipo kuchepa kunapitirirabe; 970000 matani zochepa kuposa kumapeto kwa October, pansi 11.6%; 490000 matani zochepa kuposa chiyambi cha chaka, pansi 6.2%; Chaka ndi chaka kuchepa kwa matani 1.42 miliyoni, kapena 16.1%.
[China Federation of Logistics and Purchasing: Mndandanda wa oyang'anira ogula padziko lonse lapansi udatsika mu Novembala]
China Federation of Logistics and Purchasing idatulutsa index ya oyang'anira ogula amakampani opanga zinthu padziko lonse lapansi mu Novembala pa 6. Mlozerawu udapitilirabe kugwira ntchito m'malo ocheperako pansi pa 50%, ndipo chuma chapadziko lonse lapansi chinapitilirabe kuchepa. M'mwezi wa Novembala, index ya oyang'anira ogula padziko lonse lapansi inali 48.7%, kutsika ndi 0.7 peresenti kuchokera mwezi watha, komanso kutsika ndi 50% kwa miyezi iwiri yotsatizana.
Kutanthauzira: Kuchokera m'malingaliro achigawo, mndandanda wa oyang'anira ogula amakampani opanga zinthu ku Asia ndi America onse adatsika pansi pa 50%, ndipo makampani opanga zinthu akukumana ndi zovuta; Ngakhale kuti ndondomeko ya oyang'anira ogula a makampani opanga zinthu ku Ulaya yawonjezeka kuchokera mwezi wapitawo, idakali pansi pa 48%, ndipo makampani opanga zinthu amakhalabe ofooka; Mlozera wa oyang'anira ogula amakampani opanga zinthu mu Africa adakwera pang'ono kwa miyezi iwiri yotsatizana, kupitilira pang'ono 50%, ndipo makampani opanga zinthu adachira. Ndi kusintha kwa mndandanda wamagulu, makampani opanga zinthu padziko lonse lapansi akupitilizabe kutsika ndipo akukumanabe ndi kupsinjika kwakukulu.
[Kuthekera kwa Federal Reserve kukweza chiwongola dzanja ndi mfundo 50 mu Disembala ndi 79.4%]
CME "Federal Reserve Observation" deta imasonyeza kuti mwayi wa Federal Reserve kukweza chiwongoladzanja ndi 50 maziko mfundo 4.25% - 4.50% mu December ndi 79,4%, ndi mwayi kukweza chiwongola dzanja ndi 75 mfundo maziko ndi 20,6%; Pofika mwezi wa February 2023, mwayi woti chiwonjezeko chiwonjezeko cha chiwongola dzanja cha 75 ndi 37.1%, mwayi wowonjezera chiwongola dzanja cha mfundo 100 ndi 51.9%, ndipo mwayi wowonjezera chiwongola dzanja cha 125 maziko ndi 11.0%.
[M'nthawi ya "Mapulani a Zaka khumi ndi zinayi", yesetsani kukhazikitsira zitsulo zachitsulo pachaka pa matani pafupifupi 300 miliyoni (ore wamba)]
Munthawi ya “Mapulani a Zaka khumi ndi zinayi”, dipatimenti yoyang’anira zinthu zachilengedwe idzafulumizitsa ntchito yomanga maziko a zitsulo 25 zachitsulo komanso kufufuza ndi chitukuko cha madera 28 a migodi omwe anakonzedwa m’dzikolo potengera makonzedwe ndi masanjidwe a kufufuza kwa chuma, ndi kulimbikitsa kupangidwa kwa njira yoperekera yoyendetsedwa ndi migodi yayikulu ndi yapakati. Panthawi imodzimodziyo, tidzaonetsetsa kuti zitsulo zomwe zilipo zikuyenda bwino, kulimbikitsa mwakhama ntchito zambiri zomanga zitsulo zachitsulo, kugwiritsira ntchito njira zowunikira m'madera akuluakulu ofufuza, kufulumizitsa kuwonjezeka kwa nkhokwe ndi kupanga, ndi kuyesetsa kukhazikika kwapachaka kwachitsulo chachitsulo pafupifupi matani 300 miliyoni (wokhazikika), kuchita gawo lofunikira pakuteteza chuma cha China.
Kuneneratu zamtsogolo
Posachedwapa, ndondomeko yothandizira malo ogulitsa nyumba ndi ndondomeko yopewera ndi kulamulira yakhala ikukonzedwa mosalekeza, zomwe zalimbikitsa kukwera kwa msika wazitsulo, ndipo mtengo wachitsulo wasonyeza kuti ndizovuta komanso zowonongeka. Ngakhale kuti kufunikira kokwanira kumayembekezeredwa, nyengo imakhala yozizira, ndipo ntchito yomanga m'malo ambiri kumpoto ikutha pang'onopang'ono. Kusungirako nyengo yachisanu sikunayambe kum'mawa ndi kum'mwera kwa China, ndipo msika wamalowo ukuchedwa kutsata. Komabe, chifukwa cha chiyembekezo cholimba cha kutha kwa zinthu zopangira kukwera, nkhani zabwino zikupitirizabe kusonkhezera mitsempha ya opanga, ndipo kufunitsitsa kwa msika kusunga m'nyengo yozizira kwakhalanso bwino poyerekeza ndi zakale. Zikuyembekezeka kuti mtengo wachitsulo wanthawi yayitali udzakhala wosasunthika.