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Isibikezelo sentengo yensimbi sango-Agasti 2021: ukushaqeka kwentengo yesakhiwo sokuhlinzekwa kanye nesidingo kuhlangothi oluqinile

Lolu daba ukubukwa.
Isikhathi: 2021-8-1-2021-8-31
Amagama angukhiye: imikhawulo yokukhiqiza ukuze kuncishiswe inqwaba yezaphulelo zezinto ezingavuthiwe
Lo mhlahlandlela wokukhishwa.

● Ukubuyekezwa kwemakethe: izintengo zenyuka kakhulu ngenxa yokuthuthuka okuhle okuvela emikhawulweni yokukhiqiza.
● Ukuhlaziywa kokunikezwayo: Ukunikezwa kuyaqhubeka kunenkontileka, futhi uhlu lwamagama lushintsha ukusuka ekukhuphukeni kuye kokwehla.
●Ukuhlaziywa kwesidingo: izinga lokushisa eliphezulu nomthelela wemvula, ukusebenza kwesidingo kubuthakathaka.
● Ukuhlaziywa kwezindleko: izinto zokusetshenziswa ziwile ngokwengxenye, ukusekelwa kwezindleko kwaba buthaka.

Ukuhlaziywa kwe-Macro: inqubomgomo yokukhula okuzinzile ihlala ingashintshile futhi imboni ithuthuka kahle.
Ukubuka okuphelele: NgoJulayi, kukhuthazwe ukushintshwa kabusha kwezindaba kanye nemikhawulo yokukhiqiza ezweni lonke, izintengo zensimbi yokwakhiwa kwasekhaya zingenise inkambiso yokubuyela emuva. Ngaleso sikhathi, izindaba ezinhle kakhulu zaziphuma njalo, ukuqaliswa okuphelele kokwehliswa; imizwa yokuqagela yavutha futhi, imakethe yekusasa yakhuphuka kakhulu; ngaphansi kokulindela ukuncishiswa kokukhiqiza, izigayo zensimbi zivame ukukhuphula intengo yangaphambili yefekthri. Izintengo zensimbi zenyuka ngesizini engasebenzi, zenyuka ngaphezu kwalokho obekulindelekile, ikakhulukazi ngenxa yenqubomgomo yokunciphisa ukukhiqizwa kwensimbi engahluziwe ezindaweni eziningi ngokulandelana, amanye amabhizinisi ensimbi aqala ukwehlisa ukukhiqizwa, anikezela ngengcindezi yokudambisa ngemuva kwemakethe yenhloko-dolobha ukusunduza igagasi. Kodwa-ke, kanye namanani aqhubeka ekhuphuka, ukusebenza kwesidingo esiqinile jikelele kubuthakathaka, ekushiseni okuphezulu kanye nesimo sezulu semvula, ukwakhiwa kwamaphrojekthi wobunjiniyela kuyaphazamiseka, inzuzo yokugcina yehle kakhulu uma kuqhathaniswa nenyanga edlule. Ukuthengwa kwempahla nesidingo kuvame ukuba buthaka kuzo zombili izinhlangothi, futhi ukwahlulela kwethu ngenyanga edlule kuyefana, kodwa ukuncipha kokuhlinzekwa kwempahla kwakhuliswa ngokungenamkhawulo yimakethe yemali, okwandisa ukushuba kwesimo emakethe. Sekukonke, kulo lonke uJulayi, ukunyuka kwakulindelekile, futhi indima yemali yezimali yaboniswa ngokucacile. Ngemva kokungena ku-August, iphethini yokukhishwa kwezindlela ezimbili kanye nokuncishiswa kwesidingo kuzoshintsha: ohlangothini lokuhlinzeka, ngenxa yomsebenzi onzima wokucindezela ukukhiqiza, ezinye izindawo zizoqhubeka nokwandisa isilinganiso semikhawulo yokukhiqiza, ukukhiqiza kunzima ukuphinda kuhlanganiswe; ngasohlangothini lwesidingo, ngokukhululeka kwesimo sezulu esibi kakhulu, isidingo esibambezelekile kulindeleke ukuthi silulame. Ngakho-ke, sibikezela ukuthi ngo-August ukwakhiwa kwensimbi yokwakhiwa kwasekhaya kanye nesakhiwo sokufunwa sizothuthukiswa, izintengo zensimbi kanye ne-inertia phezulu isikhala. Kodwa-ke, ngokwanda kwemikhawulo yokukhiqiza, insimbi yakamuva, izinsalela nezinye izintengo zezinto ezingavuthiwe ziye zehla ngezinga elithile, izigayo zensimbi zibiza isikhungo sokudonsela phansi kulindeleke ukuthi zehle, ukunwetshwa kwenzuzo ngemuva kwamandla emikhawulo yokukhiqiza noma buthaka (insimbi yesithando somlilo kagesi ayikho emikhawulweni yokukhiqiza yokuphatha). Ukwengeza, okunye ukulungiswa kwenqubomgomo yesaphulelo sentela yemikhiqizo yensimbi yokuthunyelwa kwempahla kwamanye amazwe kuzonciphisa inani lensimbi ethunyelwa ngaphandle e-China, ukwenyuka kokulawulwa kwezakhiwo, kuzothinta ijubane lokukhishwa kwesidingo esingaphansi komfula. -Kulindeleke ukuthi intengo yekhwalithi ephezulu ye-rebar e-Shanghai ngo-Agasti (ngokusekelwe kunkomba ye-Xiben) izoba ku-5,500-5,800 yuan/ton.

Ukubuyekeza: Izintengo zensimbi zikhuphuke kakhulu ngoJulayi
I. Ukubuyekezwa kwemakethe
NgoJulayi 2021, amanani ensimbi yokwakha yasekhaya akhuphuka kakhulu, kusukela ngoJulayi 30, i-Westbourne Steel Index yavalwa ngo-5570, ikhuphuke ngo-480 kusukela ekupheleni kwenyanga edlule.
Ukubuyekeza ka-July, nakuba bendabuko funa off-isizini, kodwa ukwakhiwa yasekhaya steel emakethe counter-trend ephakeme, isizathu, ikakhulukazi ngenxa yokuthi inqubomgomo side ukuze silondoloze okuxekethile, imakethe kulindeleke ukuba kube kuhle. Ikakhulukazi, engxenyeni yokuqala yonyaka, ekukhululweni kwemikhawulo yokukhiqiza kanye nokuqagela kwemakethe okuthuthukiswe isimo, intengo yensimbi yokwakhiwa kwasekhaya iyonke iphakeme; maphakathi, izigayo zensimbi zazivame ukukhuphula intengo yangaphambili yefekthri, imakethe ezungeze ukwakheka kokuxhumanisa, ukukhuphuka kwentengo ukuze kuqhubeke ukwanda; sekwephuzile, emazingeni okushisa aphezulu azungeze imvula nakwezinye izindawo ngaphansi kwethonya lesimo sezulu se-typhoon, ukwakhiwa kwephrojekthi kuvinjiwe, ukukhululwa kwesidingo sokugcina akwanele, ukunyuka kwentengo kuye kwancipha. Sekukonke, ngenxa yokuthi uhlangothi lokuhlinzeka ngokushwabana kulindeleke ukuthi luqhubeke nokuqina, imakethe yemali inamandla amakhulu entengo yendawo, okuholele ekutheni amanani ensimbi yokwakha yasekhaya ngoJulayi adlule obekulindelekile.
Izintengo zensimbi yokwakhiwa kwasekhaya ngoJulayi ngemuva kokukhuphuka okukhulu, u-Agasti uthengisa ukuthi ngabe lo mkhuba uyaqhubeka yini? Yiziphi izinguquko ezizokwenzeka ezintweni eziyisisekelo zemboni? Ngemibuzo eminingi, kanye nombiko wokuhlaziya imakethe yensimbi yokwakhiwa kwasekhaya ka-August.

Ⅱ, ukuhlaziywa kokunikezwayo
1, ukwakhiwa kwasekhaya kwensimbi yokuhlaziya ukuhlaziywa kwesimo samanje
Kusukela ngomhla ka-30 Julayi, inani eliphelele lezinhlobo zensimbi ezifuywayo ezinkulu lalingamathani angu-15,481,400, likhuphuke amathani angu-794,000 noma ngo-5.4% kusukela ekupheleni kukaJuni, kanye nehle ngamathani angu-247,500 noma ngo-1.6% kusukela esikhathini esifanayo ngonyaka odlule. Phakathi kwazo, izinhlu zentambo, izintambo zocingo, i-hot rolling, i-cold rolling ne-medium plate yayingamathani ayi-8,355,700, amathani ayi-1,651,100, amathani ayi-2,996,800, amathani ayi-1,119,800 kanye namathani ayi-1,286,000 ngokulandelana. Ngaphezu kokuncipha kancane kwezitoko ezigoqelwe ngamakhaza, izitoko zezinye izinhlobo ezinhlanu ezinkulu zensimbi yasekhaya zikhuphuke ngezinga elithile, kodwa hhayi kakhulu.

Ngokusho kokuhlaziywa kwedatha, ngoJulayi, ukunikezwa kwemakethe yensimbi yasekhaya kanye nokufunwa kabili phansi. Uhlangothi olufunwayo: oluthintwa izici zangaphandle kwesizini, ukusebenza kwesidingo setheminali kuhamba kancane, inani lokuthenga lehle kakhulu uma kuqhathaniswa noJuni, kodwa isidingo sokuqagela emakethe sihle kakhulu. Uhlangothi lokuhlinzekwa kwempahla: Ngemva kwenqubomgomo yokucindezelwa kokukhiqizwa kwensimbi engahluziwe kwezinye izifundazwe namadolobhakazi, ukunqanyulwa kokunikezwayo kulindeleke ukuba kuqine. Uma kucatshangelwa ukuthi imikhawulo yokukhiqiza isazoqhubeka nokunwetshwa ngemuva kokungena kuka-Agasti, kanti ukusebenza kwesidingo kulindeleke ukuthi kuthuthuke, okulindelwe ngaphansi kwayo ukuthi uhlu lwamagama lugaywe.

2, ezifuywayo steel supply ukuhlaziya isimo
Ngokwemininingwane yakamuva evela ku-China Steel Association, maphakathi no-Julayi 2021, amabhizinisi ensimbi abalulekile ezibalo akhiqize amathani angu-21,936,900 ensimbi engahluziwe, amathani angu-19,089,000 ensimbi yengulube, amathani angu-212,681,000 ensimbi. Isilinganiso sokukhiqizwa kwansuku zonke kule minyaka eyishumi, insimbi engahluziwe amathani angu-2,193,700, ukwanda ngo-2.62% ringgit kanye no-2.59% unyaka nonyaka; i-pig iron 1,908,900 amathani, ukwanda kwe-2.63% ringgit kanye nokwehla kwe-0.01% unyaka nonyaka; insimbi engamathani angu-2,126,800, ukwanda ngo-8.35% ringgit kanye no-4.29% unyaka nonyaka.

3, ukungenisa kwensimbi yasekhaya kanye nokuhlaziywa kwesimo sokuthekelisa
Ngokusho kwedatha ye-General Administration of Customs ibonisa ukuthi ngo-June 2021, i-China yathumela amathani ayizigidi ezingu-6.458 ensimbi, ukwanda kwamathani ayizigidi ezingu-1.1870, noma ama-22.52%; ukukhula konyaka ngo-74.5%; NgoJanuwari-Juni isamba sokuthunyelwa kwensimbi yaseChina ngamathani ayizigidi ezingama-37.382, okukhuphuke ngama-30.2%. NgoJuni ukuthengwa kwensimbi kweChina ngamathani ayizigidi eziyi-1.252, kwehle ngo-33.4%; NgoJanuwari-Juni Isamba semali ethengwa eChina kusukela kuMasingana kuya kuJuni, iChina yangenisa amathani ensimbi ayizigidi eziyisi-7.349, ekhuphuke ngo-0.1% unyaka nonyaka.

4, ukunikezwa okulindelekile kwensimbi yokwakha ngenyanga ezayo
NgoJulayi, ngaphansi kwethonya lenqubomgomo yokunciphisa ukukhiqizwa ezweni lonke, izindawo eziningi zikhishiwe ukuze kuncishiswe umsebenzi, ingcindezi ethile yesifunda yahlehla kakhulu. Kodwa-ke, ngezintengo zensimbi eziphakeme kakhulu, inzuzo yensimbi yalungiswa, ijubane lokunciphisa ukunikezwa okuzungeze okungahambisani. Uma kucatshangelwa ukuthi ngemva kokungena kuka-August, imikhawulo yokukhiqiza yokuphatha izokwanda, kodwa ukuncishiswa kokukhiqizwa okusekelwe emakethe kuzothanda ukuba buthaka, silindele ukuthi ukunikezwa kwasekhaya kwezinto zokwakha ngo-August ngeke kube nokwehla okukhulu.

Ⅲ, isimo sokufunwa
1, Shanghai ukwakhiwa steel yokuthengisa umkhuba ukuhlaziywa
NgoJulayi, isidingo setheminali yasekhaya sehle kusukela ngonyaka odlule. Maphakathi nenyanga, ngaphansi kwethonya lokushisa eliphezulu, ukukhululwa kwesidingo sokugcina kwakubuthakathaka; engxenyeni yesibili yonyaka, i-East China yahlaselwa yisimo sezulu sesiphepho, ezinye izindawo zokugcina izimpahla zavalwa, futhi ukuthengiselana ezimakethe kwaphazamiseka. Sekukonke, umphumela we-off-season ubaluleke kakhulu, inzuzo yehle kakhulu kusuka eringini. Kodwa-ke, ngemva kokungena ngo-Agasti, uhlangothi lwesidingo kulindeleke ukuthi luthathe kancane: ngakolunye uhlangothi, uhlangothi lwezimali lulula, futhi isidingo esishiywe esikhathini esidlule kulindeleke ukuthi sikhishwe; ngakolunye uhlangothi, izinga lokushisa eliphezulu lezulu liyadamba, futhi ukusetshenziswa komfula ongezansi kulindeleke ukuthi kukhule. Ngakho-ke, imakethe inokulindela okuthile ngesidingo ngo-Agasti.

IV. Ukuhlaziywa kwezindleko
1, ukuhlaziywa kwezindleko zempahla eluhlaza
NgoJulayi, amanani entengo yezinto ezibonakalayo ehle ngokwengxenye. Ngokolwazi oluqashwe i-Xiben New Trunk Line, kusukela ngomhlaka-30 Julayi, intengo yangaphambili yasembonini ye-carbon billet evamile endaweni yase-Tangshan yayingu-5270 yuan/ton, ikhuphuke ngo-360 yuan/ton uma iqhathaniswa nenani ekupheleni kwenyanga edlule; intengo ye-scrap endaweni yase-Jiangsu yayingu-3720 yuan/ton, ikhuphuke ngo-80 yuan/ton uma kuqhathaniswa nokuphela kwenyanga edlule; intengo ye-coke yesibili endaweni yase-Shanxi yayingu-2440 yuan/ton, yehle ngo-120 yuan/ton uma iqhathaniswa nentengo ekupheleni kwenyanga edlule; intengo ye-65-66 yokunambitha kwensimbi yensimbi endaweni yaseTangshan yayingu-1600 yuan/ton. Intengo yokugxila yensimbi esekwe eyomile endaweni yase-Tangshan ibingu-RMB1,600/ton, ikhuphuke ngo-RMB50/ton uma kuqhathaniswa nokuphela kwenyanga edlule; I-Platts 62% ye-iron ore index ibingu-USD195/ton, yehle ngo-USD23.4/ton uma kuqhathaniswa nokuphela kwenyanga edlule.

Kule nyanga, ukwehla kwe-ore ethunyelwa kwamanye amazwe kusobala kakhulu, izilinganiso zenzuzo yensimbi yesigayo sezilungisiwe.
2, izindleko zokwakha insimbi ngenyanga ezayo kulindeleke
Isimo esiphelele sokuhlinzekwa kwamanje kanye nesidingo, silindele: insimbi zisazowa ngokuhamba kwesikhathi; ukunikezwa kwe-coke kuqinile, intengo iphakanyiswe kancane; isidingo sensimbi esilahliwe ngemikhawulo yokukhiqiza, imikhawulo yamandla, amanani noma ukubuyiselwa okuphezulu. Ukubuka okuphelele, izindleko zensimbi zokwakha zasekhaya kulindeleke ukuthi zehle kancane ngo-Agasti.

V. Ulwazi lweMacro
1, indlela yokunciphisa ikhabhoni yezimboni emaphakathi neyasendaweni ethi “14 five” icacile
Esimweni sokuphakama kwekhabhoni, ukungathathi hlangothi kwekhabhoni, ukusuka enkonzweni ukuya endaweni kusheshisa uguquko lwekhabhoni ephansi yemboni eluhlaza. Intatheli ithole ukuthi “Uhlelo Lweminyaka Emihlanu Lweminyaka Engu-14” lokuthuthukiswa kohlaza kwezimboni kanye “noHlelo Lweminyaka Eyi-14 Lweminyaka Emihlanu” lokuthuthukiswa kwemboni yempahla eluhlaza luzokhishwa maduze, kuyilapho iminyango efanele izothuthukisa izinhlelo zokusebenzisa ikhabhoni ezingezona insimbi. izinsimbi, izinto zokwakha, insimbi nezinye izimboni ezibalulekile, futhi kucacise ukuncishiswa kwekhabhoni yezimboni Indlela yokuqaliswa izocaciswa, futhi ukuthuthukiswa kwezimboni ezintsha zamasu kanye nezimboni zobuchwepheshe obuphezulu kuzokwenziwa. kusheshiswe, futhi ingxenye yokusetshenziswa kwamandla ahlanzekile izokwenyuka. Izindawo ziphinde zisatshalaliswe ukutshala nokukhulisa izimboni eziluhlaza, ukusheshisa ukusetshenziswa kobuchwepheshe bolwazi besizukulwane esisha ekukhiqizeni okuluhlaza, nokudala inqwaba yamapaki aluhlaza nezimboni eziluhlaza, njll., ukuze kusheshiswe izinga eliphezulu lekhabhoni eluhlaza nephansi. -ukuthuthukiswa kwekhwalithi yezimboni.

I-2, i-China inyuse amanani entengo yokuthekelisa kwemikhiqizo yensimbi, ukuqedwa kwezaphulelo zentela ezithunyelwa ngaphandle kwemikhiqizo ephezulu ye-value-added
I-State Council Tariff Commission yamemezela ukuthi, ukuze kuthuthukiswe ukuguqulwa nokuthuthukiswa kwemboni yensimbi kanye nokuthuthukiswa kwekhwalithi ephezulu, iKhomishana Yentela YoMkhandlu Kazwelonke inqume ukukhulisa ngokufanelekile intela yokuthekelisa ye-ferrochrome kanye ne-high-purity pig iron kusukela ngo-Agasti 1, 2021, ngemva kokulungisa izinga lentela yokuthekelisa elingu-40% no-20%, ngokulandelana. Ngaphezu kwalokho, ngokwesimemezelo esikhishwe ngokuhlanganyela uMnyango Wezezimali kanye Nokuphathwa Kwentela Kwezwe, kusukela ngo-Agasti 1, 2021, i-China izophinde ikhansele isaphulelo sentela yokuthekelisa ezinhlotsheni ezingama-23 zemikhiqizo yensimbi efana nojantshi bensimbi. Lokhu kuwushintsho lwesibili lwezindleko zensimbi zaseShayina kusukela kulo nyaka, ukulungiswa kokuqala kwezintela ngoMeyi, ukugcina izaphulelo zentela yokuthekelisa ehlanganisa amakhodi entela angama-23 emikhiqizo emikhulu enenani eliphakeme, kulokhu kukhanseliwe.

3, Januwari-Juni amabhizinisi ezimboni kazwelonke ngaphezu kobukhulu benzuzo akhuphuke ngo-66.9% unyaka nonyaka
Kusukela ngoJanuwari kuya kuJuni, ezimbonini ezinkulu ezingama-41, izimboni ezingama-39 zandise inzuzo yazo yonke unyaka nonyaka, imboni eyodwa yaphendula ukulahlekelwa kwaba inzuzo, futhi imboni eyodwa yahlala iphansi. Inzuzo enkulu yezimboni imi kanje: ukuncibilika kwensimbi okungeyona i-ferrous kanye ne-rolling processing industry, inzuzo isiyonke ikhuphuke izikhathi ezingu-2.73, imboni yokumba uwoyela negesi inyuke izikhathi ezingu-2.49, imboni yokuncibilikisa insimbi eyinsimbi ne-rolling inyuke izikhathi ezingu-2.34, izinto zokusetshenziswa zamakhemikhali kanye Imboni yokukhiqiza imikhiqizo yamakhemikhali inyuke izikhathi ezingu-1.77, imboni yezimayini zamalahle neyokugeza ikhuphuke izikhathi ezingu-1.14, imboni yokukhiqiza izimoto yanda ngo-45.2%, amakhompyutha, ezokuxhumana kanye Nenye imboni yokukhiqiza imishini kagesi ikhule ngo-45.2%, imboni yokukhiqiza imishini kagesi nemishini ikhule ngo-36.1%, imboni yokukhiqiza imishini ejwayelekile ikhule ngo-34.5%, imboni yokukhiqiza imishini ekhethekile ikhule ngo-31.0%, engeyona eyensimbi. imboni yemikhiqizo yezimbiwa ikhule ngo-26.7%, ugesi, ukukhiqizwa kokushisa kanye nemboni yokuhlinzeka ikhule ngo-9.5%.

Ⅵ, imakethe yamazwe ngamazwe
NgoJuni 2021, ukukhiqizwa kwensimbi engahluziwe emhlabeni wonke emazweni angama-64 afakwe kwizibalo zeNhlangano Yensimbi Yomhlaba wonke kwaba amathani ayizigidi eziyi-167.9, okuwukunyuka ngo-11.6%.
Ikakhulukazi, ukukhiqizwa kwensimbi engahluziwe yaseChina bekungamathani ayizigidi ezingama-93.9, akhuphuka ngo-1.5% unyaka nonyaka; Ukukhiqizwa kwensimbi engahluziwe yaseNdiya bekungamathani ayizigidi eziyi-9.4, kwenyuke ngo-21.4% unyaka nonyaka; Ukukhiqizwa kwensimbi engahluziwe yaseJapan bekungamathani ayizigidi eziyi-8.1, kwenyuke ngo-44.4% unyaka nonyaka; ukukhiqizwa kwensimbi engahluziwe yase-US kwaba amathani ayizigidi ezingu-7.1, ikhuphuke ngo-44.4% unyaka nonyaka; Isilinganiso sokukhiqizwa kwensimbi engahluziwe yaseRussia kwaba amathani ayizigidi ezingu-6.4, akhuphuka ngo-11.4% unyaka nonyaka; Ukukhiqizwa kwensimbi engahluziwe yaseNingizimu Korea kwaba amathani ayizigidi eziyisi-6, okukhuphuke ngo-17.35%; Ukukhiqizwa kwensimbi engahluziwe yaseJalimane ngamathani ayizigidi ezingu-3.4, okukhuphuke ngo-38.2%; Ukukhiqizwa kwensimbi engahluziwe yaseTurkey ngamathani ayizigidi ezingu-3.4, okukhuphuke ngo-17.9%; Ukukhiqizwa kwensimbi engahluziwe yaseBrazil ngamathani ayizigidi ezi-3.1, okukhuphuke ngo-45.2%; I-Iran crude steel ilinganiselwa ku-2.5 million tons, okuwukunyuka ngo-1.9%.

VII. Ukubuka okuphelele
NgoJulayi, okukhuliswe ukunakekelwa kwezwe lonke, izindaba zemikhawulo yokukhiqiza, amanani ensimbi okwakhiwa kwasekhaya angenise umkhuba wokubuyela emuva. Phakathi nenkathi, izindaba ezinhle kakhulu njalo, ukuqaliswa okugcwele kokwehliswa; umuzwa wokuqagela futhi, imakethe yekusasa yavuka kakhulu; ekuncishisweni kokukhiqiza kulindeleke, izigayo zensimbi zivame ukukhuphula intengo yangaphambili yefekthri. Izintengo zensimbi zenyuka ngesizini engasebenzi, zenyuka ngaphezu kwalokho obekulindelekile, ikakhulukazi ngenxa yenqubomgomo yokunciphisa ukukhiqizwa kwensimbi engahluziwe ezindaweni eziningi ngokulandelana, amanye amabhizinisi ensimbi aqala ukwehlisa ukukhiqizwa, anikezela ngengcindezi yokudambisa ngemuva kwemakethe yenhloko-dolobha ukusunduza igagasi. Kodwa-ke, kanye namanani aqhubeka ekhuphuka, ukusebenza kwesidingo esiqinile jikelele kubuthakathaka, ekushiseni okuphezulu kanye nesimo sezulu semvula, ukwakhiwa kwamaphrojekthi wobunjiniyela kuphazamiseka, umthamo wokugcina wokuthengiselana wehla kakhulu uma kuqhathaniswa nenyanga edlule. Ukuthengwa kwempahla nesidingo kuvame ukuba buthaka kuzo zombili izinhlangothi, futhi ukwahlulela kwethu ngenyanga edlule kuyefana, kodwa ukuncipha kokuhlinzekwa kwempahla kwakhuliswa ngokungenamkhawulo yimakethe yemali, okwandisa ukushuba kwesimo emakethe. Sekukonke, kulo lonke uJulayi, ukunyuka kwakulindelekile, futhi indima yemali yezimali yaboniswa ngokucacile. Ngemva kokungena ku-August, iphethini yokukhishwa kwezindlela ezimbili kanye nokuncishiswa kwesidingo kuzoshintsha: ohlangothini lokuhlinzeka, ngenxa yomsebenzi onzima wokucindezela ukukhiqiza, ezinye izindawo zizoqhubeka nokwandisa isilinganiso semikhawulo yokukhiqiza, ukukhiqiza kunzima ukuphinda kuhlanganiswe; ngasohlangothini lwesidingo, ngokukhululeka kwesimo sezulu esibi kakhulu, isidingo esibambezelekile kulindeleke ukuthi silulame. Ngakho-ke, sibikezela ukuthi ngo-August ukwakhiwa kwensimbi yokwakhiwa kwasekhaya kanye nesakhiwo sokufunwa sizothuthukiswa, izintengo zensimbi kanye ne-inertia phezulu isikhala. Kodwa-ke, ngokwanda kwemikhawulo yokukhiqiza, insimbi yakamuva, izinsalela nezinye izintengo zezinto ezingavuthiwe ziye zehla ngezinga elithile, izigayo zensimbi zibiza isikhungo sokudonsela phansi kulindeleke ukuthi zehle, ukunwetshwa kwenzuzo ngemuva kwamandla emikhawulo yokukhiqiza noma buthaka (insimbi yesithando somlilo kagesi ayikho emikhawulweni yokukhiqiza yokuphatha). Ukwengeza, okunye ukulungiswa kwenqubomgomo yesaphulelo sentela yemikhiqizo yensimbi yokuthunyelwa kwempahla kwamanye amazwe kuzonciphisa inani lensimbi ethunyelwa ngaphandle e-China, ukwenyuka kokulawulwa kwezakhiwo, kuzothinta ijubane lokukhishwa kwesidingo esingaphansi komfula.
Kulindeleke ukuthi intengo ye-rebar yekhwalithi ephezulu e-Shanghai ngo-Agasti izoba ku-5,500-5,800 yuan/ton.


Isikhathi sokuthumela: Aug-01-2021