Ngesonto eledlule, imakethe yezinto zokusetshenziswa zasekhaya ibhekane nokushintshashintsha okuncane. Intengo yensimbi engenisiwe isalokhu izinzile kanye nokushintshashintsha okuthile; Ukuqina okuphelele kwemakethe ye-coke; Intengo yamalahle okupheka iyeke ukwehla futhi yakhuphuka; Ukusebenza kwezinhlobo ezahlukene zama-ferroalloy kuyahlukahluka. Phakathi nalesi sikhathi, izinguquko zentengo zohlobo ngalunye olukhulu zimi kanje:
Intengo yensimbi engenisiwe ihlala izinzile ngokwehla ngezikhathi ezithile
Ngesonto eledlule, intengo yensimbi engenisiwe ihlale izinzile ngokuncipha okuthile. Ngenxa yokuthi amabhizinisi ensimbi asekhaya eceleni koMfula iYangtze kanye nezindawo ezisogwini asenezinzuzo ezithile, izinga lokusebenza kwesithando somlilo samabhizinisi ensimbi likhuphuke kancane, futhi amabhizinisi ambalwa ensimbi athengile kancane. Intengo yensimbi ensimbi ikhuphuke kancane engxenyeni yokuqala yesonto, kodwa ngemuva kokuba i-United States imemezele ukufakwa kwamanani abizwa ngokuthi amanani alinganayo, intengo yensimbi engenisiwe yehle kancane. Ngesikhathi esifanayo, ukwehla kwenani eliphelele lesilinganiso sokushintshaniswa kwe-RMB kunciphise ukuzimisela kwabahwebi ukuthunyelwa. Ukufika kanye nokususwa kwensimbi ensimbi emachwebeni amakhulu kwehlile, futhi impahla ishintshile kusukela ekwehleni kuya ekwenyukeni. Izinkampani eziningi zensimbi zinokulindela okuphansi ngekusasa futhi ziyaqhubeka nokusebenza ngempahla ephansi. Ngaphansi kwethonya eliphindwe kabili lokusekelwa kwesidingo kanye nokunikezwa okwandisiwe, intengo yensimbi ensimbi ibanjwe enkingeni, futhi kulindeleke ukuthi imakethe yensimbi yesikhashana izoqhubeka nokusebenza ikakhulukazi ngokushintshashintsha okuncane.
Amanani e-coke yasekhaya yensimbi ahlala eqinile
Ngesonto eledlule, intengo iyonke ye-coke yensimbi eShayina ihlale izinzile, nokushintshashintsha okuncane kwezinye izifunda. Amanani e-coke yensimbi ezinkampanini ze-coke eMpumalanga China, eNyakatho China, eNyakatho-mpumalanga yeShayina nakwezinye izifunda azinzile, kanti amanye amabhizinisi e-coke anyuse izingcaphuno zawo ze-coke yensimbi ngama-yuan angu-20/ton kuya kuma-yuan angu-30/ton; Amanani enyanga zonke e-coke yensimbi ezinkampanini ze-coke ezifundeni eziphakathi naseningizimu yehle ngama-yuan angu-50/ton; Intengo yokuthenga i-coke yensimbi ezinkampanini zensimbi esifundeni esiseningizimu-ntshonalanga izinzile ngentengo yezinsuku eziyishumi. Ibhizinisi elikhulu lensimbi eShandong linciphise ukusetshenziswa kwalo kwansuku zonke kwe-coke yensimbi ngamathani angu-2000 ngenxa yokuvalwa kwezitofu ezimbili zokuqhuma. Izinga lokusetshenziswa kwamandla amabhizinisi e-coke kanye nezinga lokusebenza kwezitofu zokuqhuma kokubili kukhuphuke, futhi ukunikezwa kanye nesidingo se-coke yensimbi kukhuphukile. Njengoba isidingo sithuthuka, inani lamabhizinisi e-coke liyaqhubeka nokwehla, futhi kanye nokubuyela emuva kwamanani amalahle e-coking, amabhizinisi e-coke ahlela ukuphakamisa umjikelezo wokuqala wokwenyuka kwentengo ye-coke yensimbi esikhathini esizayo esiseduze. Kulindeleke ukuthi intengo ye-coke yensimbi izokhuphuka esikhathini esizayo esiseduze.
Imakethe yamalahle okupheka yasekhaya isebenza kahle, inesimo esimaphakathi kuya kwesiqinile
Ngesonto eledlule, imakethe yamalahle okupheka yasekhaya ihlale izinzile kodwa inamandla kancane, amanani endalini eku-inthanethi enyuka kakhulu. Intengo yamalahle okupheka aphansi e-sulfur eLinfen, eShanxi ikhuphuke ngama-yuan ayi-10/ton yaya kuma-yuan ayi-1290/ton; Intengo yamalahle okupheka eLvliang ikhuphuke ngama-yuan ayi-50/ton yaya kuma-yuan ayi-1200/ton. Intengo yegesi namalahle eZichang, eShaanxi isukela kuma-yuan ayi-860/ton yaya kuma-yuan ayi-900/ton, kuyilapho intengo yegesi namalahle kwezinye izingxenye zaseShandong izinzile. Intengo yamalahle angenasici eChangzhi, eShanxi izinzile ngokunyuka okuthile. Intengo yesivumelwano sesikhathi eside samalahle okupheka kwikota yesibili isiqediwe, ngokwehla okwengeziwe kwama-yuan ayi-30/ton yaya kuma-yuan ayi-80/ton. Isimo sokuthengiselana endalini eku-inthanethi sihle, ngesilinganiso sokuthengiselana esiphelele sikhuphukela kuma-87.5%. IJiaoda nabahwebi bakhulise intshiseko yabo yokuthenga, kanti ezinye izimayini zamalahle azithandi ukuthengisa futhi zilinde ukwanda. Kulindeleke ukuthi amanani amalahle okupheka asekhaya azohlala eqinile kanye nokwenyuka okuthile esikhathini esizayo esiseduze.
Ukusebenza kwezinhlobo ezahlukene emakethe ye-ferroalloy kuyahlukahluka
Ngesonto eledlule, ukusebenza kwezinhlobo ezahlukene emakethe ye-ferroalloy kwahlukahluka. Imakethe ye-ferrosilicon izinzile kakhulu, ngentengo yokuthengiselana yebhulokhi yokucubungula i-ferrosilicon engu-72 isukela ku-5720 yuan/ton kuya ku-5800 yuan/ton. Ngokusho kwedatha, umkhiqizo wamasonto onke wamabhizinisi okukhiqiza i-ferrosilicon amasampula ezindaweni ezinhlanu ezinkulu zokukhiqiza ngesonto lokuqala lika-Ephreli wawungamathani angu-84100, ukwanda kwamathani angu-400 kusukela ngesonto eledlule, kanye nesilinganiso sokusetshenziswa kwamandla masonto onke esingu-53.78%. Inani lempahla yokugcina izimpahla ze-silicon iron futures lingamathani angu-61000, futhi umuzwa wemakethe uwonke awuthembisi. Amabhizinisi okukhiqiza insimbi ye-silicon andise ukunciphisa kokukhiqiza, futhi njengamanje, ukuthengiselana kusekelwe kakhulu enanini elincane lezinsiza ezishibhile. Kulindeleke ukuthi imakethe ye-ferrosilicon izohlala izinzile ngokushintshashintsha okuncane esikhathini esizayo esiseduze. Intengo ye-silicon manganese yehle kancane ngama-yuan angu-50/ton. Umjikelezo omusha wamanani okuthengwa kwe-silicon manganese e-Fujian Sangang, Yonggang, kanye ne-Zhongtian usukela ku-6039 yuan/ton kuya ku-6150 yuan/ton, kanye nokushintsha okuncane ekugxilweni kwamanani kusukela esontweni eledlule. Intengo ye-manganese ore echwebeni yehle ngo-0.3 yuan/ton yaya ku-2 yuan/ton, kanti intengo ye-oxidized ore yehle kakhulu. Njengamanje, intengo ye-silicon manganese futures ikhuphuke kancane, futhi izinsiza zentengo yesisekelo azisizi ngalutho, zilinde ukukhishwa kwesidingo esisha sebhizinisi lensimbi. Kulindeleke ukuthi imakethe ye-silicon manganese izosebenza ngokuqhubekayo esikhathini esizayo esiseduze.
Intengo yokuthengisa ye-ferrochrome enekhabhoni ephezulu isheshisa ukwenyuka kwayo. Intengo yokuthenga ye-ferrochrome enekhabhoni ephezulu yiQingshan Group ngo-Ephreli yayingu-7595 yuan/50 basis tons, ukwenyuka kwama-yuan angu-600/50 basis tons uma kuqhathaniswa noMashi. Ukwenyuka kwentengo yokubhida kwebhizinisi lensimbi elidumile kuhambisana nokulindelekile. Intengo ye-chrome ore echwebeni ikhuphuke ngama-yuan angu-2/ton yaya kuma-yuan angu-4.5/ton; Ukwehla kwenani le-yuan yaseShayina kuholele ekwenyukeni kwezindleko zokuthenga i-chrome ore futures, futhi imakethe ibona ukukhishwa kwesilinganiso esisha sezilinganiso zesikhathi esizayo. Njengamanje, izindleko zokukhiqiza ze-ferrochrome enekhabhoni ephezulu ziyaqhubeka nokukhuphuka, kodwa amabhizinisi asenazo izinzuzo, futhi izinsiza ezijikelezayo zemakethe zisalinganiselwe. Kulindeleke ukuthi imakethe ye-ferrochrome enekhabhoni ephezulu izoqhubeka nokusebenza kahle esikhathini esifushane.
Ngokuphathelene nama-alloy asekelwe ku-vanadium, intengo yama-alloy e-vanadium nitrogen ikhuphuke ngo-1000 yuan/ton, kanti intengo ye-vanadium iron ikhuphuke ngo-2000 yuan/ton. Intengo yezingcezu ezingu-98 ze-vanadium ikhuphuke ngo-500 yuan/ton, futhi ngenxa yokugcinwa kwesithando somlilo saseJianlong eHeilongjiang, ukukhiqizwa kwama-flakes e-vanadium kwehlile. Kulindeleke ukuthi intengo yama-alloy asekelwe ku-vanadium izohlala izinzile ngokushintshashintsha okuncane esikhathini esizayo esiseduze. Ngokuphathelene nama-alloy asekelwe ku-molybdenum, intengo yensimbi engu-60 molybdenum izinzile, kanti izinkampani zensimbi ezifana ne-CITIC zinamanani okubhida asukela ku-216000 yuan/ton kuya ku-221500 yuan/ton. Intengo ye-45% ~ 47% grade molybdenum concentrate izinzile. Ekuqaleni kwesonto, ibhidi lemayini lalinamandla ohlangothini lwezinto zokusetshenziswa, futhi izinsiza eziphansi ze-molybdenum nensimbi zehlile. Ngemva kokuba ibhizinisi elikhulu lensimbi libeke intengo yokuthenga insimbi ye-molybdenum ku-216000 yuan/ton phakathi nesonto, intengo yokubhida yebhizinisi lensimbi yahlala izinzile ngokuncipha okuncane, futhi intengo yokuqala yagxila cishe ku-220000 yuan/ton, okwaholela emdlalweni phakathi kokunikezwa nesidingo. Kulindeleke ukuthi imakethe ye-molybdenum alloy izohlala izinzile ngokushintshashintsha okuncane esikhathini esizayo esiseduze.