Kusukela maphakathi no-Okthoba, ngenxa yokukhululeka okusobala kwemikhawulo yamandla embonini kanye nokuqhubeka kokubuyiselwa kohlangothi lokunikezwa, intengo yekusasa le-ferroalloy iqhubekile nokwehla, lapho intengo ephansi kakhulu ye-ferrosilicon yehla yaya ku-9,930 yuan/ton, kanye nentengo ephansi kakhulu ye-silicomanganese ku-8,800 yuan/ton. Ngokwesimo sokubuyiselwa kokunikezwa kanye nesidingo esizinzile, sikholelwa ukuthi ama-ferroalloy asazoqhubeka nokwehla, kodwa ukuthambekela phansi kanye nendawo kuzoncika ezinguqukweni entengo yezinto zokusetshenziswa ezisekelwe ku-carbon ekugcineni kwezindleko.
Ukunikezwa kuyaqhubeka nokukhula
Ezinsukwini ezimbalwa ezedlule, izitshalo eziningi ze-ferrosilicon endaweni yaseZhongwei eNingxia zikhiphe izicelo zokucima kukagesi kwezitofu ze-arc ezingaphansi kwamanzi, futhi isitshalo sikagesi senkampani ye-alloy eGuizhou asinawo amalahle okuthenga, okubonisa ukuthi kungenzeka ukuthi kumiswe ukukhiqizwa. Ukuphazamiseka kokuntuleka kukagesi ohlangothini lokuhlinzeka kuye kwenzeka ngezikhathi ezithile, kodwa ukuvikelwa kokuhlinzekwa kwamalahle okushisa kuveze imiphumela emikhulu, futhi ukukhiqizwa kwe-ferroalloy kuyaqhubeka nokukhula. Njengamanje, umkhiqizo we-ferrosilicon emabhizinisini esampula ungamathani angu-87,000, ukwanda kwamathani ayizigidi ezingu-4 kusukela ngesonto eledlule; izinga lokusebenza lingu-37.26%, ukwanda kwamaphesenti angu-1.83 kusukela ngesonto eledlule. Ukuhlinzekwa kuphinde kwanda amasonto amabili alandelanayo. Ngesikhathi esifanayo, umkhiqizo we-silico-manganese emabhizinisini esampula wawungamathani angu-153,700, ukwanda kwamathani angu-1,600 kusukela ngesonto eledlule; izinga lokusebenza lalingu-52.56%, ukwanda ngamaphesenti angu-1.33 kusukela ngesonto eledlule. Ukutholakala kwe-silicomanganese kukhuphuke amasonto amahlanu alandelanayo.
Ngesikhathi esifanayo, ukukhiqizwa kwensimbi kukhuphukile. Idatha yakamuva ikhombisa ukuthi umkhiqizo kazwelonke wemikhiqizo emihlanu emikhulu yensimbi wawungamathani ayizigidi ezingu-9.219, ukubuya okuncane kusukela ngesonto eledlule, kanti isilinganiso somkhiqizo wensimbi eluhlaza nsuku zonke naso sibuye sabuya kancane. Ezigabeni ezintathu zokuqala zalo nyaka, umkhiqizo wensimbi eluhlaza yasekhaya ukhuphuke ngamathani angaba yizigidi ezingu-16 uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule, okusekude kakhulu nomgomo wokunciphisa umkhiqizo obekwe yi-Ministry of Industry and Information Technology embonini yensimbi. Ukukhiqizwa kwensimbi eluhlaza akunakwenzeka ukuthi kukhuphuke kakhulu ngoNovemba, futhi isidingo esiphelele sama-ferroalloy kulindeleke ukuthi sibe buthaka.
Ngemva kokuba intengo yesikhathi esizayo se-ferroalloy yehle kakhulu, inani lamarisidi e-warehouse lehle kakhulu. Izaphulelo ezinkulu kudiski, intshiseko ekhulayo yokuguqulwa kwamarisidi e-warehouse ukuze abonakale, ngaphezu kwalokho, inzuzo esobala nengabizi kakhulu yamanani amaphuzu, konke kube negalelo ekwehleni okukhulu kwenani lamarisidi e-warehouse. Ngokombono we-inventory yenkampani, i-silicomanganese inventory yehle kancane, okubonisa ukuthi ukunikezwa kuncane kancane.
Uma sibheka isimo sebhidi likaHegang lensimbi ngo-Okthoba, intengo ye-ferrosilicon ingu-16,000 yuan/ton, kanti intengo ye-silicomanganese ingu-12,800 yuan/ton. Intengo yebhidi lensimbi iphakeme kakhulu kunentengo yesikhathi esizayo yesonto eledlule. Ingathinta kabi intengo ye-ferroalloys.
Ukusekelwa kwezindleko kusesekhona
Ngemva kokuba intengo ye-ferroalloy futures yehle kakhulu, yathola ukwesekwa eduze kwezindleko eziqondile. Ngokombono wezindleko zakamuva zokukhiqiza, i-ferrosilicon iku-9,800 yuan/ton, ukwehla kwama-yuan angu-200/ton kusukela esikhathini esidlule, ikakhulukazi ngenxa yokwehla kwentengo ye-blue carbon. Njengamanje, intengo yamalahle aluhlaza okwesibhakabhaka ingu-3,000 yuan/ton, kanti intengo ye-coke futures yehle kakhulu yaya cishe kuma-yuan angu-3,000/ton. Ukwehla kwentengo yamalahle aluhlaza okwesibhakabhaka esikhathini esizayo kuyingozi enkulu yokwehlisa izindleko ze-ferrosilicon. Uma izinga lokukhuphuka kwamalahle aluhlaza okwesibhakabhaka lehla, intengo yamalahle aluhlaza okwesibhakabhaka izokwehla iye cishe kuma-yuan angu-2,000/ton, kanti izindleko ezifanayo ze-ferrosilicon zizoba cishe ngama-yuan angu-8,600/ton. Uma sibheka ukusebenza kwamuva kwemakethe ye-blue carbon, kube nokwehla okukhulu kwezinye izindawo. Ngokufanayo, izindleko ze-silicomanganese zingama-yuan angu-8500/ton. Uma intengo ye-coke yesibili yensimbi encibilikayo yehla ngo-1,000 yuan/ton, intengo ye-silicomanganese izokwehliswa iye ku-7800 yuan/ton. Esikhathini esifushane, ukwesekwa kwezindleko ezimile okungu-9,800 yuan/ton ye-ferrosilicon kanye no-8,500 yuan/ton ye-silicomanganese kusasebenza, kodwa esikhathini esiphakathi, amanani ezinto zokusetshenziswa eziluhlaza okwesibhakabhaka kanye ne-coke yesibili yensimbi encibilikayo asenezingozi ezimbi, ezingaholela ezindleleni ze-ferroalloys. Yehla kancane kancane.
Gxila ekulungiseni okuyisisekelo
Isisekelo senkontileka ye-ferrosilicon 2201 singama-yuan ayi-1,700/ton, kanti isisekelo senkontileka ye-silicomanganese 2201 singama-yuan ayi-1,500/ton. Isaphulelo sediski sisabalulekile. Isaphulelo esikhulu kudiski ye-futures singenye yezinto ezisekela ukubuya kwediski. Kodwa-ke, umuzwa wamanje wemakethe ye-spot awuzinzile futhi umfutho wokubuya kwe-futures awanele. Ngaphezu kwalokho, ngenxa yokwehla kwezindleko zokukhiqiza i-spot, kunethuba elikhulu lokuthi isisekelo sizolungiswa ngendlela yokwehla kwe-spot okuhlangabezana ne-futures.
Sekukonke, sikholelwa ukuthi ukwehla kwenkontileka ka-2201 akukashintshi. Kunconywa ukuthi singabi naso isikhathi sokuhlangana, sigxile ekucindezelekeni okuseduze ne-ferrosilicon engu-11500-12000 yuan/ton, i-silicomanganese engu-9800-10300 yuan/ton, kanye ne-ferrosilicon engu-8000-8600 yuan/ton. Amathani kanye ne-silicomanganese engu-7500-7800 yuan/ton ukwesekwa okuseduze.