Iron ore mitengo inogona kudzikira pasi kutanga kwa2022

Muna 2021, mitengo yesimbi ichakwira nekudzika, uye kuderera kwemitengo kuchapfuura zvinotarisirwa nevazhinji vanoshanda.Indasitiri vemukati vakati mhirizhonga yemusika wesimbi inogona kuve yakajairika.

Musika wesimbi ore uchachinja muna 2021

Pakutanga kwa2021, panguva yeZuva reGore Idzva uye Mutambo weChirimo, makambani mazhinji esimbi akazadza zviwanikwa zvesimbi, kudiwa kwesimbi kwakaburitswa, uye mutengo wakaramba uchikwira.Pakupera kwekota yekutanga, pasi pekumanikidzwa kwezvirambidzo zvakasimba zvekugadzira muTangshan, mitengo yesimbi yesimbi yakachinja uye ichidonha.Musi waKurume 25, mutengo we65% yesimbi yakatengwa kunze kwenyika yaive $192.37/ton, yakaderera $6.28/ton kubva pakupera kwevhiki yapfuura.

Muchikamu chechipiri, kuwedzera kwekugadzirwa kwemakambani esimbi kunze kweTangshan kwakagadzira gap rekubuda muTangshan, uye kubuda kwesimbi yenguruve kwakawedzera kupfuura zvaitarisirwa.Kunyanya mushure meMay 1, mitengo yemusika yemarudzi madema yakakwira nekukurumidza, uye mitengo yemhando dzakawanda yakaputsa rekodhi imwe neimwe.62 % Mutengo wemberi wesimbi inotengeswa kunze kwenyika wakakwira kusvika pakakwirira pa233.7 US madhora / tani.Mushure meizvozvo, kuburikidza nemutemo wemitemo, mutengo wemusika wemhando dzevatema wakadonha zvakanyanya, uye mutengo wemusika wesimbi wakachinja zvishoma nezvishoma ndokudonha.Musi wa8 Chivabvu, mutengo wesimbi yemumba yakatsetseka poda yaive 1450 yuan/ton;musi waChivabvu 14, yakakwira kusvika pa1570 yuan/ton;musi waChivabvu 28, yakadzokera ku1450 yuan/ton.

Muchikamu chechitatu, chakakanganiswa nekuwedzera kwemitengo yesimbi uye kuchinja kwemaitiro mune zvinyorwa, chiyero chekushanda kwemoto wekuputika mumagetsi esimbi yakawedzera, kudiwa kwemusika kwesimbi yakasunungurwa, uye mitengo yakashanduka pamazinga akakwirira uye yakasimuka zvishoma.Kubva munaAugust 27, mutengo we61.5% PB powder muQingdao Port waiva 1,040 yuan / ton, kuwedzera kwe25 yuan / ton kubva vhiki yapfuura.

Zvisinei, nekuwedzerwa kwezvirambidzo zvekugadzira uye kuderedzwa kwekugadzirwa nesimbi, kugadzirwa kwesimbi yenguruve kwakaderera nokukurumidza, kudiwa kwesimbi kwakaderera, uye mitengo yakaderera nokukurumidza.Kubva munaGunyana 10, mutengo we61.5% PB hupfu muQingdao Port waive 970 yuan/tani, pasi 50 yuan/ton kubva svondo rapfuura.Mushure meizvozvo, mutengo we61% PB hupfu muQingdao Port wakadonha kusvika ku500 yuan / ton, uye zvishoma nezvishoma wakapinda mudanho rekutsvaga pasi.

Kupinda muchikamu chechina, musika wesimbi wesimbi waive nehusimbe uye husimbe, uine kuderera kwekuda uye kufuratira kutengeserana.Mutengo wacho wakachinja-chinja zvakare, uchidonha usati wakwira uye wozokwira.Kutora 62% kunze kwenyika iron ore semuenzaniso, musi waAugust 27, mutengo wayo waiva 1,040 yuan/ton;paGunyana 24, yaive 746 yuan/ton.Muna Gumiguru, mitengo yemusika wesimbi yakasimuka kutanga ndokudonha.Musi wa5 Gumiguru, mutengo we62% wesimbi yakatengwa kunze kwenyika wakawedzera kusvika pa876 yuan/ton, uchidzoka ne130 yuan/ton;musi wa29 Gumiguru, yakadzokera ku806 yuan/ton, ichidzika 70 yuan/ton.

MunaNovember, mutengo wemusika wesimbi wakadonhawo wekutanga ukazosimuka, nekudzikira kwacho kuchipfuura kukwira.Musi wa5 Mbudzi, 62% yesimbi yakatengwa kunze kwenyika yakatorwa paRMB 697/ton, ichidzika neRMB 109/ton;pana Mbudzi 26, iyo yekupihwa yakamira kudonha uye yakadzokororwa, ichikwira kusvika kuRMB 640/ton, kumusoro RMB 74/ton.Pakupera kwaMbudzi, mutengo we62% yesimbi yakatengwa kunze kwenyika wakadonha ne630 yuan/ton zvichienzaniswa nekupera kwaNyamavhuvhu.

Mutengo wemusika wesimbi muna Zvita wakaratidza maitiro ekudzoka.Musi waZvita 2, 62% yesimbi yakatengwa kunze kwenyika yakatorwa pa666 yuan/ton, kusvika 26 yuan/ton;musi wa10 Zvita, mutengo waive 700 yuan/ton, wakakwira 34 yuan/ton;musi waZvita 17, mutengo waive 755 yuan/ton, wakakwira 55 yuan/tani.Pakati pevhiki kubva muna Zvita 13 kusvika Zvita 17, mutengo wesimbi yakatsetseka yehupfu munzvimbo huru dzedzimba kazhinji wakakwira ne30-80 yuan/ton.

Inogona kuonekwa kubva pamutengo wekutengesa kwemusika wesimbi muchikamu chechina kuti muna Gumiguru naNovember, mutengo wemusika wesimbi wakanga uri mumugwagwa wakaderera, uye kuderera kwakasimba kudarika kukwira.Nekudaro, mutengo wemusika wesimbi muna Zvita wakamira kudonha uye wakawedzera, uye kuwedzera kwacho kwakanga kusiri kudiki, kupinda mugero rekumusoro zvakare.Panyaya iyi, vanoongorora maindasitiri vanotenda kuti: Chekutanga, kudzokororwa kwemitengo yesimbi kunotarisirwa kutangazve nesimbi.Zvinoenderana nenhamba, avhareji yemazuva ese kubuda kwesimbi isina kuchena uye yenguruve simbi nemakambani enhengo yeChina Iron uye Steel Association iyo yakapinda muhuwandu mukutanga kwaZvita yaive 1.9343 miriyoni matani uye 1.6418 miriyoni matani, kuwedzera kwe12.66% uye 0.59% mwedzi. -pamwedzi.Chechipiri, yakakanganiswa neiyo rebound mumusika weramangwana.Kubva pakupera kwaNovember, mitengo yesimbi yeramangwana yakawedzera zvakanyanya, nekuwedzera kukuru kweanopfuura 20%.Kukanganiswa neizvi, mutengo wemusika wesimbi ore nzvimbo yekugovera wakaramba uchidzoka.Yechitatu ifungidziro yekufungidzira.Pasi pemamiriro ekuda kwakaderera, kukwirira kwepamusoro, uye kupesana kwakakurumbira pakati pekupa uye kudiwa, mutengo wesimbi ore wakakwira zvakanyanya pasina kutsigirwa, uye kufungidzira kwekugadzira hakugone kubviswa.

Iron ore mitengo inogona kudzikira pasi kutanga kwa2022

Vashandi uye maindasitiri mukati kazhinji vanotenda kuti pakutanga kwa2022, maitiro e "simba rakasimba uye asina kusimba kudiwa" mumusika wesimbi haizochinji, izvo zvinotarisa kuti mutengo wemusika wesimbi uri nyore kudonha uye zvakaoma kusimuka. , uye inoshanduka ichidzika.Sangano rekutsvagisa rakati: "Zvinotarisirwa kuti mutengo wesimbi ore uchadonha muna 2022."

Mubvunzurudzo, vashandisi uye vemukati maindasitiri vakati pane zvikonzero zvitatu zviri shure kwe "simba rakasimba uye kushayiwa kusimba" kutanga kwa2022.

Kutanga, ichiri mumwaka wekupisa kubva munaNdira kusvika pakati paKurume 2022, uye indasitiri yesimbi nesimbi mudunhu reBeijing-Tianjin-Hebei nenzvimbo dzakatenderedza ichachinja kugadzirwa panguva yekupisa kubva 2021 kusvika 2022. Ndira 1 kusvika Kurume 15, 2022, chikamu chekunze-peak kugadzirwa kwesimbi nesimbi mabhizinesi munzvimbo dzese dzakakodzera hachizove pasi pe30%.

Chechipiri, mukutanga kwa2022, mamwe masimbi esimbi achange achiri mumamiriro ekugadzirisa kuvharika, izvo zvinokanganisa kuburitswa kwesimba rekugadzira.Zvinoenderana nehuwandu husina kukwana, pari zvino, kune anenge mazana maviri nemakumi maviri emafuta emoto ari pasi pekugadziriswa muindasitiri yesimbi yenyika, inokanganisa avhareji yemazuva ese kugadzirwa kwesimbi yakanyungudutswa inosvika 663,700 matani, inova nhanho yakakanganisa zvakanyanya kugadzirwa kwesimbi yakanyungudutswa munguva yakapfuura. makore matatu.

Yechitatu ndeyekukwidziridza chimiro chesimbi nesimbi indasitiri uye nekushingaira kusimudzira kusimudzira kwemhando yepamusoro emabhizinesi esimbi nesimbi.Mukati mekugadzirisa masimba, makambani esimbi akaderedza kugadzirwa kwesimbi yenguva refu, uye kudiwa kwesimbi kwakaramba kuchiderera.Pasi pemamiriro e "carbon peaking" uye "carbon neutrality", iyo "Carbon Peaking Action Plan isati ya2030" yakapihwa neState Council inojekesa kuti ichasimudzira kurongeka kweindasitiri yesimbi, kukurudzira zvine simba kuratidzwa kwechoto chisina kuputika. mabhesi ekugadzira iron, uye shandisa zvese-zvikara zvemagetsi mavira.craft.Pamusoro pezvo, "Maonero eCentral Committee yeCommunist Party yeChina uye State Council pamusoro pekudzika Hondo yeKusvibisa Kudzivirira uye Kudzora" inoda kusimudzira shanduko yekuputika kwevira-converter refu-process steelmaking kune yemagetsi muchoto pfupi-maitiro. kugadzira simbi.

Zvinogona kuonekwa kubva munguva ichangopfuura yakaziviswa simbi yekugadzira simba rekugadzirisa chirongwa kuti hutsva hwekugadzira steelmaking hunosvika mamiriyoni makumi matatu ematani, iyo yemagetsi emagetsi ekugadzira simbi inodarika mamiriyoni gumi nemashanu ematoni, inodarika 50%, zvinoreva kuti makambani akawanda anosarudza short-process steelmaking process .Pasina mubvunzo, kuvakwa kwekabhoni emission systems munyika yose uye kuiswa kwe "carbon peak" chirongwa chekuita muna 2030 chichagadzira mamiriro ezvinhu emabhizimisi esimbi nesimbi kuti ashandise simbi yakawanda uye simbi shoma shoma.Muna 2022, zvinotarisirwa kuti kudiwa kwesimbi nesimbi nemabhizinesi esimbi kuchapera simba zvakare, uye hazvigoneke kuti mutengo wemusika wesimbi uchakwira zvakanyanya munguva inotevera.

Munguva yepakati uye kwenguva refu, "carbon peaking" uye "carbon neutrality" icharamba iine zvakashata correlated zvinhu zvekusunungurwa kwehuwandu hwekugadzira muindasitiri yesimbi, iyo ichava nemigumisiro yakananga pakudiwa kwesimbi.Muchidimbu, zvinhu zvisina kunaka mumusika wesimbi hazvina kunyangarika, uye hapana chikonzero chekutsigira kukwira kwayo kwakanyanya kwemitengo.

Nyanzvi dzakaratidza kuti munguva yepakati uye yakareba, pasina kuchinja kwakajeka mukugovera uye kudiwa kwesimbi yesimbi, hapana chikonzero chekuti mutengo wesimbi uwedzere zvakanyanya.Mutengo wenzvimbo yesimbi inonzwisisika kana iri pakati peUS$80/ton kusvika US$100/ton;kana ichidarika US$100/tani, zvakakosha uye zvinodiwa hazvitsigirwe;kana ikawira pasi peUS$80/ton, panogona kunge paine zvimwe.Migodhi inodhura ichabva pamusika, ichienzanisa kuwanikwa kwemusika.

Nekudaro, vamwe vemukati meindasitiri vanotenda kuti mukufanotaura mafambiro emusika wesimbi kutanga kwa2022, zvinofanirwawo kutarisisa kukanganiswa kwekuchinja kwemafuta akacheneswa, mafuta emafuta, musika wemarasha anopisa uye musika wekutakura pasimbi. ore mutengo wemusika.Muna 2021, kupihwa kwepasi rose kweoiri, gasi rechisikigo, mafuta akacheneswa, marasha, magetsi uye mamwe masosi emagetsi zvichange zvakaoma, zvigadzirwa zvichave zvakaderera, uye mitengo ichakwira zvakanyanya, neavhareji yegore negore kuwedzera kweanopfuura. 30%.Mari yese yekutumira yakakwira zvakanyanya.Mugero wezvifambiso wawedzera, kuwanikwa uye kudiwa kwekufambisa mugungwa kwave kunetsa, uye mitengo yekutakura yakakwira.Zvinoenderana nedata rakakodzera, muna 2021, iyo yepasi rose yakaoma bulk shipping mutengo (BDI) ichakwira munzira yese, uye yakambopfuura zviuru zvishanu nemazana matanhatu mapoinzi muna Gumiguru, kuwedzera katatu kana zvichienzaniswa ne1,400 mapoinzi mukutanga 2021, ichirova yakakwira nyowani 13 makore.Muna 2022, mitengo yekutakura yemakungwa inotarisirwa kuramba yakakwira kana kuona kuwedzera kutsva.Musi waZvita 9, iyo Baltic Dry Index (BDI) yakavhara pa3,343 points, kusvika 228 points kana 7.3% panguva imwe cheteyo.Musi waZvita 8, iyo yemahombekombe simbi ore yekutakura index yakavharwa pa1377.82 point.Parizvino, mitengo yemugungwa inoramba ichikwira, uye zvinotarisirwa kuti BDI index icharamba ichikwira kumusoro munguva pfupi.

Vanoongorora maindasitiri vanotenda kuti kutanga kwa2022, “kushomeka kwesimba” kwepasi rose hakuzopedzwa zvachose.Mutengo wepamusoro wekutakura uye kukwira kwemitengo yemagetsi mhiri kwemakungwa kuchave nekukanganisa pamutengo wemusika wesimbi.


Nguva yekutumira: Jan-08-2022