Hlau ore yav tom ntej tau nce ntau dua 4%, steel nqi lossis kev ua haujlwm muaj zog

1, tam sim no tus nqi lag luam steel

 

Thaum Lub Yim Hli 22, cov nqi lag luam steel hauv tsev tau sib xyaw, Tangshan Qian 'ib square billet Hoobkas se tau nce 30 txog 3530 yuan / tuj.Nyob rau hauv thaum ntxov trading lub sij hawm, lub steel chaw lag luam tau ruaj khov thiab poob.Hlau ore yav tom ntej coj yav tav su cov khoom lag luam dub yav tom ntej, steel qhov chaw ua lag luam tus nqi nce hauv qab, tsuas yog xav tau thiab kev ua lag luam speculative.

Thaum Lub Yim Hli 22, lub sijhawm tseem ceeb ntawm cov kauv poob siab tau ntxiv dag zog, tus nqi kaw ntawm 3723 tau nce los ntawm 1.58%, DIF nyob ze rau DEA, RSI peb-kab Performance index nyob ntawm 49-55, ze rau Bollinger siv nruab nrab. kev khiav tsheb ciav hlau.

Thaum Lub Yim Hli 22, peb lub tuam txhab steel hauv tsev tau tsa tus nqi qub ntawm kev tsim steel 20 yuan / tuj, thiab plaub lub steel mills txo qis 20-40 yuan / tuj.

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2, plaub ntau yam ntawm cov nqi lag luam steel

 

Kev tsim kho steel: Lub Yim Hli 22, tus nqi nruab nrab ntawm 20mm peb-theem seismic rebar hauv 31 lub nroog loj hauv lub tebchaws yog 3753 yuan / ton, nce 3 yuan / tuj los ntawm hnub ua lag luam dhau los.Nyob rau hauv lub sij hawm luv luv, txawm hais tias qhov kev cuam tshuam tsis ntev los no ntawm cov khoom lag luam yog tsawg dua li qhov xav tau, nrog rau kev txhawb nqa ntawm cov xov xwm macro, qhov kev xav tseem tseem tau tsav los ntawm kev ua lag luam.Yog li ntawd, nws cia siab tias cov nqi tsim kho hauv tsev steel yuav txuas ntxiv mus ntxiv rau lub 23rd.

Kub-dov coil: Lub Yim Hli 22, tus nqi nruab nrab ntawm 4.75 hli kub dov kauj hauv 24 lub nroog loj hauv lub tebchaws yog 3955 yuan / ton, nce 7 yuan / tuj los ntawm kev sib pauv yav dhau los.Hnub tim 22, cov khoom lag luam dub yav tom ntej tau nce thaum yav tav su, thiab qee qhov chaw lag luam pib nce, thiab kev lag luam warmed.Cov nqi raw khoom tsis ntev los no tau dhau los ua kom muaj zog, tus nqi txhawb nqa muaj zog, txawm hais tias kev lag luam xav tau tseem tsis tau txais txiaj ntsig zoo, tab sis tag nrho kev ntseeg siab nyob rau hauv kev ua lag luam yav tom ntej tau txhim kho, thiab kev txaus siab los khaws cov khoom ntawm tus nqi qis tau nce.Ntawm tag nrho, nws xav tias tus nqi ntawm cov ntawv kub kub dov hlau nyob rau hauv lub neej yav tom ntej yuav raug dominated los ntawm kev poob siab thiab muaj zog ua haujlwm.

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Cold-rolled coil: Lub Yim Hli 22, tus nqi nruab nrab ntawm 1.0mm txias coil hauv 24 lub nroog loj hauv lub tebchaws yog 4643 yuan / ton, nce 1 yuan / ton ntawm hnub ua lag luam dhau los.Thaum sawv ntxov ntawm lub 22nd, yav tom ntej kub yob yog khiav nyob rau hauv ib tug nqaim ntau yam, thiab cov tub lag luam yog ntau tos-thiab-pom, qhov chaw ua lag luam tus nqi yog feem ntau ruaj khov, kev lag luam kev lag luam tsis sov, thiab txawm tias qee cov tub lag luam hauv qee thaj chaw. nce lawv qhov kev nyiam tshaj plaws vim kev xa khoom tsis zoo.Yav tav su yav tom ntej kub yob muaj zog rub, kev lag luam txias ua lag luam cua me ntsis eased, downstream tso tawm ntawm qee qhov kev thov.Ntawm cov khoom lag luam, qee lub tshuab steel nyob rau sab qaum teb muaj cov phiaj xwm tu, thiab kev tsim khoom yuav txuas ntxiv txo qis me ntsis rau lub lim tiam no.Tsis tas li ntawd, tam sim no cov khoom siv dav dav hauv qee lub khw muag khoom yog nruj, thiab tag nrho cov khoom muag kev loj hlob ntawm kev ua lag luam qeeb.Hais txog kev thov, qhov kev thov tam sim no tseem tsis muaj zog, tab sis nrog kev tuaj txog ntawm "kub cuaj nyiaj kaum", kev lag luam xav tau lossis tso tawm ib qho tom qab.Hauv lub sijhawm luv luv, kev ua lag luam yuav nyob rau hauv qhov xwm txheej ntawm cov khoom tsis muaj zog thiab kev xav tau, thiab nws xav tias tus nqi ntawm qhov txias dov rau 23rd yuav poob siab thiab ua haujlwm tau zoo.

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Nruab nrab thiab tuab phaj: Lub Yim Hli 22, tus nqi nruab nrab ntawm 20 hli dav phaj hauv 24 lub nroog loj hauv lub tebchaws yog 4073 yuan / tuj, nqis 5 yuan / tuj los ntawm hnub ua lag luam dhau los.Yav tav su yav tom ntej phaj rub, kev lag luam kev ntseeg siab kho, tag nrho kev lag luam yog dav dav.Thaum tus nqi kawg, ntau steel mills pib poob coke, qhov kev tiv thaiv ntawm coke tuam txhab muaj zog, qhov kev ua si txuas ntxiv, cov steel mills tsis ntev los no maj mam rov pib dua, cov hlau kub tseem siab, thiab lub zog ntawm kev tswj theem maj mam txo qis, thiab kuv tus nqi rebounded me ntsis.Cov hauv paus ntsiab lus tau txhim kho me ntsis, tab sis nyob rau hauv cov tsoos off-season ntawm kev noj, lub siab tseem loj, cov khoom siv tau so, thiab qhov kev thov tsis muaj zog, ua rau qeeb qeeb ntawm destocking, uas txwv qhov chaw rebound ntawm nruab nrab thiab tuab. phaj nqi.Ntawm tag nrho, nws xav tias qhov nruab nrab hauv nruab nrab thiab tuab phaj nqi volatility yuav tsis muaj zog nyob rau 23rd.

OIP-C (1)


Post lub sij hawm: Aug-24-2023