Posachedwapa, mitundu yakuda yam'tsogolo yadzetsa kukwera kwakukulu, kuphatikiza mitengo yam'tsogolo yachitsulo ndiyotchuka kwambiri.February 20 tsiku pafupi, chitsulo ore main contract pa 917 yuan/tani, tsiku 3.21%.
Zikumveka kuti kuyambira February 14, zitsulo zam'tsogolo zamtengo wapatali kuchokera ku 835 yuan / tani zinakwera njira yonse ndikuphwanya chizindikiro cha 900 yuan, 6 masiku amalonda akukwera ndi oposa 8%, apamwamba atsopano oposa miyezi 9.
Qiu Yihong, katswiri wa kafukufuku wa bungwe la Haitong Futures, anauza China Times kuti: “Chitsulo chinali chodziwika kwambiri pakati pa mwezi wa February, ndipo ndi yekhayo m’gulu la anthu akuda amene anafika pa January 30. mtsogolo muno kuti zifike pachimake chatsopano sikungowonjezera kuchuluka kwa kufunikira kokhazikika chifukwa chakukula kokhazikika, komanso kukhudzana ndi kukwera kwamitengo yamtsogolo yachitsulo. "
February 21 15 o 'wotchi, chitsulo ore waukulu mgwirizano kutseka pa 919 yuan/tani.Katswiri wa China Steel Futures Zhao Yi akukhulupirira kuti zomwe zikuchitika pano zalowa mu nthawi yabodza, yomwe imatha mpaka pakati ndi kumapeto kwa Epulo, ngati kufunikirako kungakwaniritse zoyembekeza, kapena kupitilira zomwe zikuyembekezeka, sikudziwikabe.
Mphero zachitsulo zikuyenda mokwera kwambiri
HSBC idakweza zoneneratu za chuma cha dziko la China (GDP) chaka chino kufika pa 5.6 peresenti kuchokera pa 5 peresenti, Hong Kong Economic Times inanena pa Feb. 17, ponena kuti China ikutsegulanso mofulumira kuposa momwe amayembekezera ndipo kufunikira kwa ntchito ndi katundu kudzatsogolera. kuchira.Choyipa chachikulu cha mliriwu chatha ndipo sichidzasokoneza chuma cha kotala loyamba, pomwe kugwiritsa ntchito komanso kusunga ndalama mopitilira muyeso kungapereke chilimbikitso kuti chithandizire kuchira komanso kuti chuma chiyende bwino, lipoti la HSBC linatero.
China, pakadali pano, ikuyembekezeka kukula ndi 5.7 peresenti chaka chino, ndikupangitsa kuti ikhale injini yayikulu pakukula kwapadziko lonse lapansi, malinga ndi KPMG.Malinga ndi National Bureau of Statistics, China yopanga PMI mu Januware 2023 inali 50.1%, kukwera ndi 3.1 peresenti kuyambira Disembala 2022. PMI yosapanga inali 54.4%, mpaka 12.8 peresenti kuyambira Disembala 2022. Ogwira ntchito m'makampani adanena kuti kudzera mu ziwerengero. zambiri za Bureau, chuma chikuchira kwambiri.
"Lingaliro lalikulu lomwe likukhudza dongosolo lakuda posachedwa ndikuyamba kufuna kutsika.Malinga ndi kafukufuku wa bungwe lina lachitatu, kuyambira pa February 14, 2023, mabizinesi omanga m'dzikolo adayamba kuyambiranso ntchito ya 76.5%, kuwonjezeka kwa mwezi ndi mwezi kwa 38.1%.Katswiri wamtsogolo wa China Steel Zhao Yi adauza mtolankhani waku China Times.
Malinga ndi deta, kuyambira February 10 mpaka February 17, mlingo wa ntchito 247 zitsulo mphero dziko anali 79,54%, kuwonjezeka ndi 1.12% sabata pa sabata ndi 9,96% chaka ndi chaka.Kugwiritsa ntchito mphamvu zopangira zitsulo zamoto kunali 85.75%, zomwe zidakwera ndi 0.82% poyerekeza ndi mwezi watha ndi 10.31% poyerekeza ndi chaka chatha.Mtengo wopindulitsa wa mphero zachitsulo unali 35.93%, pansi pa 2.60% kuchokera mwezi wapitawo ndi 45.02% kuchokera chaka chatha.Avereji ya tsiku ndi tsiku ya chitsulo chosungunuka inali matani 2,308,100, kuwonjezeka kwa matani 21,500 kotala ndi kotala ndi matani 278,800 pachaka.Pafupifupi tsiku lililonse kupanga chitsulo chosungunula kwachira kwa milungu isanu ndi umodzi yotsatizana, kukwera ndi 4.54% kuyambira kuchiyambi kwa chaka.Voliyumu yogulira zida zomangira m'dzikolo idapezanso matani 96,900 pa February 10 mpaka matani 20,100 pa February 20.
Malinga ndi Zhao Yi, kuchokera kuzomwe zili pamwambazi, poyerekeza ndi masabata awiri oyambirira pambuyo pa Chikondwerero cha Spring, mlingo wa kuyambiranso kwa malonda a mabizinesi akumunsi pambuyo pa Chikondwerero cha Lantern pa tsiku la 15 la mwezi woyamba wa mwezi unakula kwambiri.Kufuna kudayamba kukwezera gawo lakuda, zomwe zidapangitsanso kuti mitengo yamtsogolo yachitsulo ikweze kwambiri.
Komabe, ena olowa mkati adanena kuti ngakhale mtengo wa mgwirizano waukulu wa zitsulo zam'tsogolo ukupitirizabe kukwera chaka chino, ntchito yonse ya mtengo wake ndi kuwonjezeka kwake kumakhalabe kofooka kusiyana ndi ndondomeko ya Platts, SGX ndi mtengo wa doko, zomwe zikusonyeza kuti ntchito yamtengo wapatali. msika wamtsogolo waku China ukadali wokhazikika poyerekeza ndi mtengo wakunja.Panthawi imodzimodziyo, zam'tsogolo zazitsulo zam'nyumba zimagwiritsa ntchito njira yobweretsera thupi, ndipo njira zoyendetsera chiopsezo zimakhala zovuta kwambiri.Msika umayenda bwino komanso mwadongosolo.Nthawi zambiri, mtengo wam'tsogolo ndi kuwonjezeka kwake kumakhala kotsika kuposa index ya Platts ndi zotuluka kunja.
Pakuwomba kwachitsulo, Dalian Exchange posachedwa idapereka chidziwitso chochenjeza za msika: posachedwa, kukhudzidwa kwa msika wazinthu zosatsimikizika, chitsulo ndi mitundu ina yakusakhazikika kwamitengo;Mabungwe onse amsika akuitanidwa kutenga nawo gawo mwanzeru komanso motsatira, kupewa ndi kuwongolera zoopsa, ndikuwonetsetsa kuti msika ukuyenda bwino.Kusinthanitsaku kupitilira kulimbikitsa kuyang'anira tsiku ndi tsiku, kufufuza mozama ndikulanga zolakwa zamitundu yonse, ndikusunga dongosolo la msika.
Ndi kukwera kwa mitengo yachitsulo, kodi ndizotheka kuti pali kuchulukirachulukira kwa zitsulo zachitsulo pamadoko?Kodi zinthu zili bwanji pakutumizidwa kwachitsulo pamadoko?Poyankha, Qiu Yihong adauza China Times kuti zida zachitsulo ku Port 45 zidakwera mpaka matani 141,107,200 kumapeto kwa sabata yatha, kuwonjezeka kwa matani 1,004,400 sabata iliyonse komanso kuchepa kwa matani 19,233,300 pachaka- chaka.Chiwerengero cha masiku pansi pa doko chinapitirizabe kufooketsa, chagwera pamtunda wochepa kwambiri nthawi yomweyo.Pankhani yamitundu yamchere, kuchuluka kwa miyala yamtengo wapatali kumakhala pansi pamlingo wanthawi yomweyo.Sabata yatha, kuchuluka kwa miyala yamtengo wapatali ndi pellet ore kudakwera mwachiwonekere.Zogulitsa zamtengo wapatali ndi miyala ya pellet zinali pamtunda wa nthawi yomweyi, ndipo zitsulo zazitsulo zowonongeka zinali zokhazikika pamtunda wa nthawi yomweyo.
"Kuchokera pamalingaliro, chiwonjezeko chachikulu sabata yatha chathandizidwa ndi Australia ndi Brazil, mpaka pano chaka chino mayendedwe owoneka bwino kwambiri a oscillation, komabe pali kusiyana kwakukulu poyerekeza ndi chaka chatha, sabata yatha mgodi waku Australia ndi Brazil. kufufuza zofunika khola ntchito, mgodi wa ku Australia akadali pa mlingo otsika nthawi yomweyo, katundu kuthamanga ndi wopepuka, mkulu khalidwe Brazil migodi kufufuza akadali khola pa mlingo mkulu wa nthawi yomweyo, komanso m'munsi kwambiri kuposa nthawi yomweyo. chaka chatha.” Qiu Yihong anatero.
Walowa mu nthawi yofuna zabodza
Chotsatira pamitengo yachitsulo ndi chiyani?"Malinga ndi malingaliro athu, pali zinthu ziwiri zazikulu zomwe zingakhudze mitengo yamtsogolo yachitsulo," Qiu Yihong adauza China Times.'Chimodzi ndicho kubwezeretsa zofuna, ndipo china ndikuwongolera ndondomeko.'Kufunika kwachitsulo kwambiri kumatengera kusintha kwa phindu.Zopindulitsa zazitsulo zazitsulo za 247 zakwera kwa zaka zisanu zowongoka chaka chino, kuchira kuchokera ku 19.91 peresenti kufika pamtunda wa 38.53 peresenti, koma zinabwereranso ku 35.93 peresenti sabata yatha.
"Izi zikufaniziridwa ndi kusiyana kwa zaka za m'mbuyomu akadali lalikulu kwambiri, zikusonyezanso kuti ndondomeko zitsulo phindu kuchira akadali wodzaza ndi zopinga zina minga, ndondomeko kuchira n'kovuta kuti tikwaniritse usiku umodzi, ndi kuchokera zitsulo mphero kunja mgodi zilipo. Masiku a mbiri yotsika kwambiri, phindu la mphero nthawi zonse limakhala pamphepete mwa phindu ndi kutayika, ndipo izi zikukhudzabe chitsulo chobwezeretsanso mphero, nyimbo yobwezeretsa ikadali pang'onopang'ono. "Qiu Yihong adati.
Deta zikusonyeza kuti panopa 247 zitsulo mphero ankaitanitsa chitsulo chitsulo kufufuza matani 92.371 miliyoni, chiŵerengero cha yosungirako ndi kumwa masiku 32.67, pamene 64 mphero ankaitanitsa kunja pafupifupi masiku 18 okha, ndi mu mbiri nthawi ya otsika mtheradi, otsika. zitsulo zopangira zitsulo zakhala kuwonjezeka kwakukulu komwe kungatheke pakufunika kwachitsulo pambuyo poyambiranso kupanga.

Qiu Yihong adati, kuyambira sabata yatha kupanga zitsulo ndi data yazinthu zitha kutsimikiziridwa.Kumbali imodzi, kuchira kwathunthu kwa kupanga njira yayitali ndizizindikiro zodziwikiratu za kutsekeka, kupanga rebar munjira yayitali sikunachuluke kwambiri, komanso kuchira kwa kupanga rebar pambuyo pa Chikondwerero cha Spring kumathandizidwa ndi kuyambiranso kwa kupanga. mwachidule ndondomeko.Kumbali ina, kukakamizidwa kosonkhanitsidwa kwa mphero zachitsulo kumakhala pamtunda wapamwamba, kotero kufunitsitsa kuyambiranso kupanga kwa nthawi yayitali kudzatsutsidwanso.Kuphatikiza apo, zotsalira zikadali pamtengo wotsika mtengo wachitsulo chosungunula, mwayi wamtengo wapatali wa zotsalira udzakhalanso malire ena pakufunika kwa chitsulo, kotero kubwezeretsedwa kwa malo ofunikira chitsulo kumayembekezeredwabe. pansi pa kupsinjika, chomwe chirinso chinthu chachikulu chomwe chimakhudza mtengo wamtsogolo wa tsogolo lachitsulo.

Zomwe zidawonetsanso kuti mu sabata la Feb 16, ochita 64 owerengedwa ndi Mysteel anali ndi masiku 18, omwe sanasinthe kuyambira sabata yapitayo ndikutsika masiku 13 chaka ndi chaka.“Munthawi yochepa kapena yapakatikati, kupezeka komanso kufunikira kwachitsulo kukuwonjezeka.Mbali yogulitsira, ikadali yotumiza migodi yambiri panyengo, kutsika kwawonetsedwa, tsogolo limatha kunyamula.Kumbali yofunikira, momwe kupanga ndi kuyambiranso ntchito kwamabizinesi akumunsi pambuyo pa Chikondwerero cha Spring sikunasinthe.Chiyeso chenicheni n’chakuti ngati zenizenizo zingakwaniritse ziyembekezozo.”Qiu Yihong adati.

Ndizofunikira kudziwa kuti Zhao Yi adauza China Times kuti Januwale inali nyengo yofooka yofunikira, koma chitsulo chachitsulo ndi zida zomalizidwa zidakhalabe zolimba, zomwe zili kumbuyo kwa ziyembekezo zamphamvu pambuyo pa tchuthi cha Chikondwerero cha Spring.Pakalipano, yalowa mu nthawi yofuna zabodza, yomwe imatha mpaka pakati mpaka kumapeto kwa Epulo.Pambuyo pa kuyambiranso kwa tchuthi cha tchuthi ndi ntchito, sizikudziwika ngati kufunika kwa Marichi ndi Epulo kungakwaniritse kapena kupitilira zomwe tikuyembekezera.

Kuyenerera kwachiyembekezo ndi zenizeni zidzakhala chinsinsi chokhudza unyolo wamakampani akuda m'tsogolomu.Zhao Yi adati, mumtengo wam'tsogolo wachitsulo waphatikizanso zoyembekeza zofunda, ngati mukufuna kupitiliza kukweza, muyenera kuchira kotsimikizika kuti mutsimikizire;Kupanda kutero, mitengo yamtsogolo ya iron ore imakumana ndi zovuta zakumbuyo.

"Mitengo yam'tsogolo yachitsulo ikuyembekezeka kukwera kwambiri pakanthawi kochepa.Mukayang'ana nthawi yayitali, phindu la mphero zachitsulo ndi lochepa, kutsika kwamakampani kutsika sikunasinthe, tsogolo lachitsulo silikhala ndi mikhalidwe yopitilira kukwera m'malo osatsimikizika. "Zhao Yi adati.