Amandla okushayela anganele
Ngakolunye uhlangothi, ngokombono wokuqalisa kabusha ukukhiqizwa kwezimboni zensimbi, i-iron ore isasekelwa; ngakolunye uhlangothi, ngokombono wentengo kanye nesisekelo, i-iron ore ibhekwa njengebaluleke kakhulu. Nakuba kusekhona ukwesekwa okuqinile kwe-iron ore esikhathini esizayo, kudingeka siqaphele ingozi yokwehla okukhulu.
Selokhu imakethe yensimbi yaqala ukukhuphuka ngoNovemba 19 ngonyaka odlule, inkontileka ka-2205 yabuya isuka ku-512 yuan/ton yaya ku-717.5 yuan/ton, ukwanda ngo-40.14%. Idiski yamanje ihweba eceleni cishe ngama-700 yuan/ton. Ngokombono wamanje, ngakolunye uhlangothi, ngokombono wokuqalisa kabusha kwemishini yensimbi, insimbi isasekelwa; ngakolunye uhlangothi, ngokombono wentengo nesisekelo, insimbi ibhekwa njengebaluleke kakhulu. Uma ubheka phambili, umbhali ukholelwa ukuthi yize insimbi isenokusekelwa okuqinile okwamanje, kubalulekile ukuqaphela ingozi yokwehla okukhulu.
ukukhululwa okuhle sekuphelile
Izici ezabangela ukwanda kwe-iron ore esigabeni sokuqala kwakuwukuqala kabusha kokukhiqiza okulindelekile yizimboni zensimbi kanye nesidingo sangempela ngemva kokufika okulindelekile. Okulindelekile kwamanje kuya ngokuya kuba ngokoqobo. Idatha ikhombisa ukuthi ngoDisemba 24 ngonyaka odlule, izimpahla zensimbi zomshini wokugaya insimbi + izimpahla zokudoba olwandle zifinyelele amathani angu-44,831,900, ukwanda kwamathani ayizigidi ezingu-3.0216 kusukela ngenyanga edlule; ngoDisemba 31 ngonyaka odlule, izimpahla zensimbi zomshini wokugaya insimbi + izimpahla zokudoba olwandle zifinyelele amathani angu-45,993,600, inyanga nenyanga. Ukwanda kwamathani angu-1,161,700. Idatha engenhla ikhombisa ukuthi isu eliphansi lezimpahla eligcinwe yizimboni zensimbi isigamu sonyaka seliqalile ukukhululeka, futhi izimboni zensimbi seziqalile ukugcwalisa izimpahla. Ukubuya kabusha eShugang kanye nokususwa kwezimpahla zebhizinisi okokuqala kusukela ngoSepthemba 2021 nakho kuqinisekisile lokhu.
Uma ukugcwaliswa kabusha kwesitshalo sensimbi sekunqunyiwe, sidinga ukucabangela izinkinga ezimbili: Okokuqala, kuzophela nini ukugcwaliswa kabusha kwesitshalo sensimbi? Okwesibili, kuzothatha isikhathi esingakanani ukuthi ukuqaliswa kabusha kokukhiqiza kubonise ukubuyiswa kwensimbi encibilikisiwe? Ngokuphathelene nombuzo wokuqala, ngokuvamile, uma isitshalo sensimbi sigcwalisa kuphela isitoreji njalo, isikhathi ngeke sidlule amasonto amathathu. Uma isidingo siqhubeka sihle, izimayini zensimbi zizoqhubeka nokwandisa isitokwe, okubonakala ekuhambeni okuqhubekayo kokukhuphuka kwesikhungo sevolumu yechweba, ivolumu yokuthengiselana, kanye nesitokwe semishini yensimbi. Njengamanje, izimayini zensimbi kungenzeka kakhulu ukuthi zigcwalise izimayini zazo ngezigaba, ikakhulukazi ngenxa yezizathu ezilandelayo: Okokuqala, isifunda esiseningizimu, esikwazi ukuqala kabusha ukukhiqiza njalo, maduze sizoletha ukwehla kwesizini kokusetshenziswa kwamandla ngoJanuwari; Ngenxa yokukhiqiza okulinganiselwe ekwindla nasebusika kanye nama-Olimpiki asebusika, izinga lokusetshenziswa kwamandla cishe alinakukhuphuka kakhulu, futhi akukho mbandela wokuqaliswa kabusha kokukhiqiza njalo; okwesithathu, eMpumalanga yeShayina, okuyiwona mandla amakhulu okuqalisa kabusha ukukhiqizwa, izinga lokusetshenziswa kwamandla kulindeleke ukuthi liphinde libuye ngo-10%-15%, Kodwa uma ubheka ngokuqhathanisa okuvundlile, ngesikhathi seNtwasahlobo eminyakeni edlule, ububanzi bokuqalisa kabusha ukukhiqizwa kwayo busalinganiselwe. Ngakho-ke, sivame ukucabanga ukuthi ukuphinda kukhiqizwe kabusha kwakamuva kanye nokuqala kabusha ukukhiqizwa konke kuncishisiwe ngezigaba.
Ngokuphathelene nombuzo wesibili, kulindeleke ukuthi insimbi encibilikisiwe izokhula ngoJanuwari, ifinyelele ezingeni lamathani ayizigidi ezingu-2.05 kuya ku-2.15 ngosuku. Kodwa njengoba ukukhiqizwa kuqalwa kabusha ngezigaba, ukubuya komkhiqizo wensimbi encibilikisiwe emasontweni ambalwa ezayo ngeke kube nokunyuka kwesikhathi eside kudiski.
Ukulinganisa okuphezulu kakhulu
Okokuqala, ngokombono wokulinganisa, intengo ephelele isivele iphezulu uma kuqhathaniswa nezisekelo. Ngokuqhathanisa okuvundlile, igagasi lokugcina laqala kusukela ekuthengisweni ngokweqile kwendawo, kuya ekuqalisweni kabusha okulindelekile kokuhweba, kuya ekugcwalisweni kabusha okulindelekile kwemishini yensimbi, kanye nokukhuphuka nokwehla komkhiqizo wensimbi encibilikisiwe kwavela emakethe kusukela ekupheleni kukaSepthemba kuya ekuqaleni kuka-Okthoba ngonyaka odlule, lapho intengo yediski yayiphezulu. Cishe ama-yuan angu-800/ton. Ngaleso sikhathi, isitokwe sechweba lensimbi sasingamathani ayizigidi ezingu-128.5722, kanti isilinganiso somkhiqizo wensimbi encibilikisiwe nsuku zonke sasingamathani ayizigidi ezingu-2.2. Isimo samanje sesitokwe kanye nesimo sokufunwa sibi kakhulu kunasekupheleni kukaSepthemba ngonyaka odlule. Ngisho noma kucatshangelwa ukuqaliswa kabusha kokukhiqiza ngoJanuwari, kulindeleke ukuthi umkhiqizo wensimbi encibilikisiwe ngeke ubuyele kumathani ayizigidi ezingu-2.2/ngosuku.
Okwesibili, ngokombono wezibalo, isisekelo senkontileka ka-2205 ngokuvamile sigcinwa ku-70-80 yuan/ton ngoFebhuwari nangoMashi wonyaka ngamunye. Isisekelo samanje senkontileka ka-2205 siseduze no-0, noma ngabe intengo yendawo efana ne-super powder inokwenyuka kwama-yuan ayi-100/ton, uma ubheka isisekelo esiqinile, izinga lokulandelela idiski nalo lilinganiselwe kakhulu. Ngaphezu kwalokho, intengo yamanje ye-port ejwayelekile ye-super special powder ngokuvamile icishe ibe ngu-470 yuan/ton, futhi azikho izimo zokuthi ikhuphukele kuma-yuan ayi-570/ton.
Okokugcina, ngokombono wokuxhumana kwemikhiqizo emnyama, ngenxa yokusekelwa okubuthakathaka kwamanani ensimbi, ukwehla kwayo kuzoholela nasekuhleni kokulungiswa kwensimbi. Njengamanje, isidingo se-rebar ngesikhathi sokuphumula siyagcwaliseka, futhi isidingo esibonakalayo sibi. Ngokuphathelene nempahla, yize impahla yomphakathi isaphela, yonke impahla yemishini yensimbi isiqalile ukwanda, okubonisa isidingo esibi sokugcina kulobu busika. Ngenxa yamanani aphezulu amanje kanye nokuntuleka kokuqiniseka ngesidingo sesikhathi esizayo, abahwebi abanaso isifiso sokugcina ebusika. Lapho kukhona ingcindezi eyehlayo ensimbini, kusobala ukuthi insimbi ayinakushiywa yodwa.
Sekukonke, ukunyuka kwe-iron ore embonweni wemakethe kufushane, kuyilapho ukwehla kwe-iron kunomthelela omkhulu.