Zvizhinji zvezvigadzirwa zvakaona kudzikira kwakanyanya mumwedzi wapfuura.Mumusika weramangwana, iyo amplitude ye rebar, iron ore uye Shanghai mhangura ine yakawanda sedimentary mari yave yakateerana 16%, 26% uye 15%.Kuwedzera kune zvakakosha, iyo Fed's mubereko mubereko ndiyo yakanyanya kupesvedzera chinhu.
Kana uchitsvaga kumashure kwenguva yakati rebei yemachira, kudzikira kwedonje nePSF zvibvumirano zvikuru zvakateerana 25% (5,530yuan/mt) uye 15% (1,374yuan/mt), ukuwo VSF yave kukwira ne1,090yuan/mt panguva. nguva.Muchokwadi, ingave mutengo weVSF kana kupararira kwedonje, PSF uye VSF muna Kurume 2021 yakaita zvakafanana, asi kumashure kwachinja.
Misiyano yakanyorwa sezvizvi:
1. Pane shanduko mumhoteredzo huru, kubva pakuburitsa mari yepasi rose gore rapfuura kusvika pakunyudza hupfumi parizvino, asi hupfumi hweChina huchiri kuwanda.
2. Shanduko mutsika nemitemo yedonje (kurambidzwa kwedonje reXinjiang) zvakonzera kudzikira kwakanyanya kwemutengo wedonje wekuChina.
3. Shanduko mumutengo weVSF.Zvichienzaniswa ne2021, mutengo wekugadzira ungangoita 1,600yuan/mt yakakwirira, uye mutengo wezvigadzirwa (pulp) ungangoita 1,200yuan/mt kumusoro.Nokudaro, purofiti yakaderedzwa kubva ku2,000yuan / mt gore rapera kusvika -900yuan / mt gore rino.
4. Shanduko muhuwandu hwekushanda, iyo inenge inenge 5 muzana yakaderera pane yegore rapera.
5. Shanduko mukutarisira.Gore rapfuura, paitarisirwa kukwira kwemitengo kunokonzerwa nekuburitsa hupfumi pamwe nekumuka kwehupfumi hwenyika, asi iko zvino kwave kutarisirwa kuderera kwehupfumi hwenyika.
Chinhu chega chakafanana ndechekuti yakanaka pre-kutengesa kweVSF.Muna 2021, VSF yakatanga kudonha zvakanyanya mushure mekufamba padivi padanho repamusoro kweinenge mwedzi nehafu.Ikozvino zvinoenderana kana paine simba rakasimba rekutsigira VSF padanho razvino kana kuwedzera kusimuka.Zvichionekwa kubva pamisiyano yataurwa pamusoro apa, yekutanga neyechishanu poindi zviri pachena kuti hazvina kunaka.Yechitatu neyechina mapoinzi (mutengo uye kupa) inogona kutsigira VSF, asi nepo kupihwa kuri kudzikira, kudiwa kuri kudzikira, saka kupa hakuna kukwana kutsigira VSF.Chechipiri, kushandiswa kwekurambidzwa kwedonje reXinjiang kunogona kutungamirira kune vashandisi vepasi kutsvaga dzimwe nzira dzakadai sedonje rinotengeswa kunze kwenyika kana mamwe mafiibhi.VSF isarudzo, asi mugove mumusika weChinese unogona kubatwa nekotoni, saka zvakaoma kutaura kana iri bullish kana bearish factor.
Mukupedzisa, zvichienzaniswa negore rapfuura, nharaunda yakakura yakaunza zvimwe zvinhu zvisina kunaka kuVSF.Parizvino, mutengo uye pre-sale vhoriyamu ndizvo zvinhu zvakasimba zvinotsigira mutengo weVSF, saka isu tinofanirwa kutarisisa kune shanduko muzvikamu zviviri izvi.Zvakafanana negore rapfuura, kushandurwa kwemafibhi akasiyana-siyana mukushanda kwepasi kunokosha apo mutengo weVSF wakaderedzwa zvikuru.
Nguva yekutumira: Jul-25-2022