Izintengo zensimbi zingase zehle ngasekuqaleni kuka-2022

Ngo-2021, amanani e-iron ore azoba phezulu naphansi, futhi ukuguquguquka kwentengo kuzodlula okulindelekile kwabasebenzisi abaningi.Abangaphakathi embonini bathi ukusebenza okunesiyaluyalu kwemakethe yensimbi kungase kube yinto evamile.

Imakethe ye-iron ore izoguquguquka ngo-2021

Ekuqaleni kuka-2021, phakathi noSuku LukaNcibijane kanye noMkhosi Wasentwasahlobo, izinkampani eziningi zensimbi zagcwalisa kabusha izinsiza zensimbi, isidingo sensimbi sakhululwa, futhi intengo yaqhubeka nokukhuphuka.Ekupheleni kwekota yokuqala, ngaphansi kwengcindezi yemikhawulo eqinile yokukhiqiza eTangshan, amanani ensimbi yensimbi aguquguquka futhi ehla.Ngomhla zingama-25 kuNdasa, intengo yensimbi engu-65% engenisiwe yayingu-$192.37/ton, yehle ngo-$6.28/ton kusukela ngempelasonto edlule.

Esigabeni sesibili, ukwanda kokukhiqizwa kwezinkampani zensimbi ngaphandle kweTangshan kwenzelwa igebe lokukhipha eTangshan, futhi ukukhiqizwa kwensimbi yezingulube kwanda ngaphezu kwalokho obekulindelwe.Ikakhulukazi ngemva kukaMeyi 1, amanani emakethe yezinhlobo ezimnyama akhuphuka ngokushesha, futhi amanani ezinhlobo eziningi aphule amarekhodi aphezulu ngokulandelana.62 % Intengo yendawo ehamba phambili yensimbi yensimbi engenisiwe ikhuphuke yafinyelela endaweni ephakeme kakhulu yama-233.7 US dollars / ton.Ngemva kwalokho, ngokulawulwa kwenqubomgomo, intengo yemakethe yezinhlobo ezimnyama yehla kakhulu, futhi intengo yemakethe yensimbi yashintsha kancane kancane futhi yehla.Ngomhla ziyisi-8 kuNhlaba, intengo yempushana yensimbi yasekhaya yayingamayuan ayi-1450/ton;ngoMeyi 14, yenyuka yafinyelela ku-1570 yuan/ton;ngoMeyi 28, yehle yabuyela ku-1450 yuan/ton.

Engxenyeni yesithathu yekota, ethinteke ngenxa yokwenyuka kwamanani ensimbi kanye nezinguquko zesakhiwo esitokweni, izinga lokusebenza kweziko eziqhumayo ezigayweni zensimbi lenyuka, isidingo semakethe yensimbi yakhululwa, futhi amanani aguquguquka emazingeni aphezulu futhi akhuphuka kancane.Kusukela ngomhla ka-27 Agasti, intengo ye-61.5% PB powder e-Qingdao Port yayingu-1,040 yuan/ton, ukukhuphuka kwama-yuan/ton angu-25 kusukela ngesonto eledlule.

Kodwa-ke, ngokuqiniswa kwemikhawulo yokukhiqiza kanye nokunciphisa ukukhiqizwa ngezigayo zensimbi, ukukhiqizwa kwensimbi yengulube kwehle ngokushesha, isidingo se-iron ore sinciphile, futhi amanani ehle ngokushesha.Kusukela ngomhla ka-10 Septhemba, intengo ye-61.5% PB powder e-Qingdao Port yayingu-970 yuan/ton, yehle ngo-50 yuan/ton kusukela ngesonto eledlule.Ngemva kwalokho, intengo ka-61% PB powder e-Qingdao Port yehle yaze yayofika cishe ku-500 yuan/ton, futhi kancane kancane yangena esigabeni sokufuna phansi.

Ukungena kwikota yesine, imakethe yensimbi ibinokuvilapha futhi ivilapha, nesidingo esinciphayo kanye nokuthengiselana okuyisicaba.Intengo yaphinde yashintshashintsha, yehla ngaphambi kokukhuphuka bese ikhuphuka.Ukuthatha i-62% yensimbi yensimbi engenisiwe njengesibonelo, ngo-August 27, inani layo laliyi-1,040 yuan/ton;ngoSepthemba 24, yayingu-746 yuan/ton.Ngo-Okthoba, amanani emakethe ye-iron ore akhuphuka kuqala bese ehla.Ngomhla zi-5 kuMfumfu, intengo yensimbi engu-62% engenisiwe iphinde yafinyelela ku-876 yuan/ton, yaphinde yakhuphuka ngo-130 yuan/ton;ngo-Okthoba 29, yehle yabuyela ku-806 yuan/ton, yehle ngama-yuan angama-70/ton.

NgoNovemba, intengo yemakethe ye-iron nayo yehla kuqala yabe seyenyuka, nokwehla kungaphezu kokukhuphuka.Ngomhla zi-5 kuLwezi, ama-62% ensimbi yensimbi engenisiwe acashunwa ku-RMB 697/ton, kwehle ngo-RMB 109/ton;ngoNovemba 26, isithembiso sayeka ukuwa futhi saphinde sakhuphuka, sakhuphukela ku-RMB 640/ton, senyuka ngo-RMB 74/ton.Ekupheleni kukaNovemba, intengo yensimbi engu-62% engenisiwe yehle ngo-630 yuan/ton uma kuqhathaniswa nokuphela kuka-Agasti.

Intengo yemakethe ye-iron ore ngoDisemba ikhombise inkambiso ephindaphindayo.Ngomhla zi-2 kuZibandlela, u-62% wensimbi yensimbi engenisiwe yacashunwa ku-666 yuan/ton, yakhuphuka ngo-26 yuan/ton;ngo-December 10, intengo kwakungu-700 yuan/ton, phezulu 34 yuan/ton;ngo-December 17, intengo kwaba 755 yuan/ton , up 55 yuan / ton.Phakathi nesonto elisuka ku-December 13 kuya ku-December 17, intengo ye-iron fine powder ezindaweni ezinkulu zasekhaya ngokuvamile ikhuphuke ngo-30-80 yuan/ton.

Kungabonakala emgudwini wamanani emakethe yensimbi engxenyeni yesine ukuthi ngo-Okthoba noNovemba, intengo yemakethe yensimbi yayisendleleni eya phansi eguquguqukayo, futhi ukwehla kwakunamandla kunokwenyuka.Kodwa-ke, intengo yemakethe yensimbi ngo-December yayeka ukwehla futhi yaphinde yakhuphuka, futhi ukunyuka kwakungekuncane, kuphinde kungene esiteshini esikhuphukayo.Mayelana nalokhu, abahlaziyi bezimboni bakholelwa ukuthi: Okokuqala, ukuqaliswa kabusha okulindelekile kokukhiqizwa ngezigayo zensimbi yikhona okuwumgogodla wokuqhuba lo mzuliswano wokuphindaphindeka kwentengo yensimbi.Ngokwezibalo, isilinganiso sansuku zonke sensimbi engahluziwe nensimbi yengulube yizinkampani ezingamalungu e-China Iron and Steel Association eyabamba iqhaza ezibalweni ekuqaleni kukaDisemba yayingamathani ayizigidi ezingu-1.9343 namathani ayizigidi ezingu-1.6418, okuwukunyuka ngo-12.66% no-0.59% ngenyanga. -ngenyanga.Okwesibili, kuthinteke ukuphindaphinda kwemakethe yesikhathi esizayo.Kusukela ngasekupheleni kukaNovemba, amanani entengo ye-iron ore aphinde akhuphuka kakhulu, ngokukhuphuka okukhulu okungaphezu kwama-20%.Ngokuthintwa yilokhu, intengo yemakethe yokuphakelwa kwamabala ensimbi iqhubekile nokusimama.Okwesithathu ukuqagela okwenziwayo.Ngaphansi kwesimo sesidingo esiphansi, i-inventory ephezulu, nokungqubuzana okuvelele phakathi kokunikezwa nokufunwa, intengo ye-iron ore ikhuphuke kakhulu ngaphandle kokusekelwa, futhi ukuqagela okwenziwayo akukwazi ukukhishwa.

Izintengo zensimbi zingase zehle ngasekuqaleni kuka-2022

Abasebenzi kanye nabangaphakathi embonini ngokuvamile bakholelwa ukuthi ekuqaleni kuka-2022, iphethini "yokunikezwa okuqinile kanye nesidingo esibuthakathaka" emakethe yensimbi ngeke ishintshe, okunquma ukuthi intengo yemakethe yensimbi kulula ukuwa futhi kunzima ukukhuphuka. , futhi iguquguquke iye phansi.Isikhungo socwaningo sithe: "Kulindeleke ukuthi isikhungo samanani ensimbi sehle ngo-2022."

Engxoxweni, opharetha kanye nabangaphakathi embonini bathi kunezizathu ezintathu zokuthi "ukuhlinzekwa okuqinile kanye nesidingo esibuthakathaka" ekuqaleni kuka-2022.

Okokuqala, kusesesikhathini sokushisa kusukela ngoJanuwari kuya maphakathi no-March 2022, futhi imboni yensimbi nensimbi esifundeni saseBeijing-Tianjin-Hebei kanye nezindawo ezizungezile izoshintsha ukukhiqizwa ngesikhathi sokushisa kusuka ku-2021 kuya ku-2022. Januwari 1 kuya ku-Mashi 15, 2022, ingxenye yokukhiqizwa kwe-off-peak yamabhizinisi ensimbi nensimbi kuzo zonke izifunda ezifanele ngeke ibe ngaphansi kwama-30%.

Okwesibili, ekuqaleni kuka-2022, ezinye izigayo zensimbi zisazoba sesimweni sokuvalwa kwesondlo, okuzothinta ukukhululwa kwamandla okukhiqiza.Ngokwezibalo ezingaphelele, okwamanje, kunezindawo zomlilo eziqhumayo ezingaba ngu-220 ezilungiswayo embonini kazwelonke yensimbi, okuthinta isilinganiso sansuku zonke sokukhiqizwa kwensimbi encibilikisiwe engaba amathani angu-663,700, okuyisiteji esithinte ukukhiqizwa kwensimbi encibilikisiwe kakhulu esikhathini esidlule. iminyaka emithathu.

Okwesithathu ukuthuthukisa ukwakheka kwemboni yensimbi nensimbi futhi kukhuthazwe ukuthuthukiswa kwekhwalithi ephezulu kwamabhizinisi ensimbi nensimbi.Ngenqubo yokushintshwa kwamandla, izinkampani zensimbi zanciphisa ukukhiqizwa kwensimbi yesikhathi eside, futhi isidingo sensimbi saqhubeka sincipha.Ngaphansi kwesizinda "sokuphakama kwekhabhoni" kanye "nokungathathi hlangothi kwe-carbon", "I-Carbon Peaking Action Plan ngaphambi kuka-2030" ekhishwe uMkhandlu Wezwe icacisa ukuthi izothuthukisa ukuthuthukiswa kwesakhiwo semboni yensimbi, ikhuthaze ngamandla ukuboniswa kwesithando somlilo esingaqhumi. izisekelo zokusansimbi, futhi usebenzise izithando zikagesi ezilahliwe.umsebenzi wezandla.Ngaphezu kwalokho, "Imibono yeKomidi Eliyinhloko LeQembu LamaKhomanisi laseShayina kanye noMkhandlu Wombuso Wokujulisa Impi Yokuvinjelwa Nokulawula Kokungcola" ifuna kugqugquzelwe ukuguqulwa kwesiguquli senqubo ende yokwenza insimbi ibe inqubo emfishane yokwenziwa komlilo kagesi. ukwenza insimbi.

Kuyabonakala ohlelweni olusanda kumenyezelwa lokushintsha umthamo wokukhiqiza insimbi ukuthi umthamo omusha wokwenza insimbi ungamathani ayizigidi ezingama-30, amandla awo okwenza insimbi yesithando sikagesi adlula amathani ayizigidi eziyi-15, okubalelwa ngaphezu kuka-50%, okusho ukuthi izinkampani eziningi zikhetha inqubo emfushane yokwenza steelmaking.Ngokungangabazeki, ukwakhiwa kwezinhlelo zokukhishwa kwekhabhoni ezweni lonke kanye nokwethulwa kohlelo lokusebenza “lwesiqongo sekhabhoni” ngonyaka wezi-2030 kuzodala izimo zokuthi amabhizinisi ensimbi nensimbi asebenzise insimbi engalahliwe kanye nensimbi encane yensimbi.Ngo-2022, kulindeleke ukuthi isidingo se-iron ore ngamabhizinisi ensimbi nensimbi sizophinde sibe buthakathaka futhi, futhi mancane amathuba okuba intengo yemakethe yensimbi inyuke kakhulu esikhathini esizayo.

Esikhathini esimaphakathi nesikhathi eside, "i-carbon peaking" kanye "ne-carbon neutrality" kusazoba yizici ezihlobene kabi zokukhululwa komthamo wokukhiqiza embonini yensimbi, okuzoba nomthelela oqondile ekudingweni kwensimbi yensimbi.Ngamafuphi, izici ezingezinhle emakethe ye-iron ore azizange zinyamalale, futhi asikho isisusa sokusekela ukukhuphuka kwayo okubukhali kwamanani.

Ochwepheshe babonisa ukuthi esikhathini esiphakathi nesikhathi eside, ngokungabikho kwezinguquko ezicacile ekuhlinzekeni nasekufuneni insimbi yensimbi, asikho isisekelo sokuthi intengo yensimbi ikhuphuke kakhulu.Intengo yendawo yensimbi inengqondo uma iphakathi kuka-US$80/ton kuya ku-US$100/ton;uma idlula i-US$100/ton, okuyisisekelo nokufunwayo akusekelwe;uma iwela ngaphansi kwe-US$80/ton, kungase kube nokunye okwengeziwe.Izimayini ezibizayo zizohoxa emakethe, zilinganise ukunikezwa kwemakethe.

Kodwa-ke, abanye abangaphakathi embonini bakholelwa ukuthi ekubikezeleni ukuthambekela kwemakethe ye-iron ore ekuqaleni kuka-2022, kuyadingeka futhi ukuthi unake umthelela wezinguquko kuwoyela ocolisisiwe, uwoyela kawoyela, imakethe yamalahle ashisayo kanye nemakethe yemikhumbi emakethe yensimbi. intengo yemakethe ye-ore.Ngo-2021, ukuhlinzekwa komhlaba wonke kukawoyela, igesi yemvelo, uwoyela ocolisisiwe, amalahle, ugesi neminye imithombo yamandla kuzoba nzima, uhlu lwezimpahla luzoba phansi, futhi amanani ngokuvamile azokwenyuka kakhulu, ngokwesilinganiso sokunyuka konyaka nonyaka okungaphezu kwalokho. 30%.Zonke izindleko zokuthumela ziphakeme kakhulu.Igebe kumthamo wezokuthutha linyukile, ukuhlinzekwa kanye nesidingo sezinto zokuthutha olwandle sesishubile, nezinga lempahla linyukile.Ngokusho kwedatha efanelekile, ngo-2021, intengo yokuthumela ngenqwaba eyomile emhlabeni wonke (BDI) izokhuphuka yonke indlela, futhi uma seyedlula amaphuzu angama-5,600 ngo-Okthoba, ukwanda okuphindwe kathathu uma kuqhathaniswa namaphuzu angaba ngu-1,400 ekuqaleni kuka-2021, ifinyelele phezulu Iminyaka engu-13.Ngo-2022, amanani okuthutha olwandle kulindeleke ukuthi ahlale ephezulu noma abone ukwanda okusha.NgoDisemba 9, i-Baltic Dry Index (BDI) ivale ngamaphuzu angu-3,343, ikhuphuke ngamaphuzu angu-228 noma i-7.3% ngesikhathi esifanayo.Ngomhla ziyisi-8 kuZibandlela, inkomba yempahla yensimbi yasogwini yavalwa ngamaphuzu ayi-1377.82.Njengamanje, amanani olwandle ayaqhubeka nokukhuphuka, futhi kulindeleke ukuthi inkomba ye-BDI iqhubeke nokuguquguquka iye phezulu esikhathini esifushane.

Abahlaziyi bezimboni bakholelwa ukuthi okungenani ekuqaleni kuka-2022, “ukuntuleka kwamandla” emhlabeni wonke ngeke kuxazululwe ngokuphelele.Intengo ephezulu yokuthumela kanye nokukhuphuka kwamanani entengo yamandla aphesheya kuzoba nomthelela othile enanini lemakethe yensimbi.


Isikhathi sokuthumela: Jan-08-2022