1. Cov txiaj ntsig tsis zoo sib kis tau zoo hauv cov saw hlau, thiab kev txiav cov khoom loj hauv cov khoom siv hlau sab saud

Muaj ob lub ntsiab raw khoom rau stainless hlau, uas yog ferronickel thiab ferrochrome. Nyob rau hauv cov nqe lus ntawm ferronickel, vim poob ntawm profits nyob rau hauv stainless hlau ntau lawm, cov profits ntawm tag nrho cov stainless hlau kev lag luam saw tau raug nyem, thiab qhov kev thov rau ferronickel tau poob. Tsis tas li ntawd, muaj kev xa rov qab loj ntawm ferronickel los ntawm Indonesia mus rau Tuam Tshoj, thiab kev ncig hauv tsev ntawm ferronickel cov peev txheej yog qhov xoob. Nyob rau tib lub sijhawm, cov kab ntau lawm hauv tsev ferronickel poob nyiaj, thiab cov chaw tsim khoom hlau feem ntau tau nce lawv cov kev siv zog los txo cov khoom. Nyob rau hauv nruab nrab Lub Plaub Hlis, nrog kev rov qab los ntawm kev lag luam stainless hlau, tus nqi ntawm ferronickel thim rov qab, thiab tus nqi tseem ceeb ntawm ferronickel tau nce mus rau 1080 yuan / nickel, nce ntawm 4.63%.

Hais txog ferrochrome, Tsingshan Group tus nqi sib tw rau high-carbon ferrochrome thaum lub Plaub Hlis yog 8,795 yuan / 50 hauv paus tons, poob ntawm 600 yuan los ntawm lub hli dhau los. Muaj kev cuam tshuam los ntawm qhov qis dua qhov kev xav tau ntawm steel kev twv, tag nrho cov chromium kev ua lag luam yog qhov tsis zoo, thiab cov lus muag muag hauv kev lag luam tau ua raws li cov kev sib tw steel. Cov chaw tsim khoom tseem ceeb nyob rau sab qaum teb tseem muaj cov txiaj ntsig meager, thaum cov nqi hluav taws xob nyob rau sab qab teb cov chaw tsim khoom tseem ceeb, nrog rau cov nqi ore siab, cov txiaj ntsig ntau lawm tau nkag mus rau qhov poob, thiab cov chaw tsim khoom tau kaw lossis txo cov khoom lag luam loj. Nyob rau lub Plaub Hlis, qhov kev thov tas li rau ferrochrome los ntawm stainless hlau factories tseem nyob ntawd. Nws cia siab tias kev nrhiav neeg ua haujlwm steel yuav tiaj tus hauv lub Tsib Hlis, thiab tus nqi muag khoom hauv Inner Mongolia tau ruaj khov nyob ib ncig ntawm 8,500 yuan / 50 hauv paus tons.

Txij li thaum cov nqi ntawm ferronickel thiab ferrochrome tau nres, cov nqi them nyiaj ntawm cov hlau tsis muaj zog tau ntxiv dag zog, cov txiaj ntsig ntawm cov hlau mills tau rov qab los vim qhov nce ntawm cov nqi tam sim no, thiab cov txiaj ntsig ntawm cov saw hlau tau hloov pauv zoo. Kev ua lag luam kev cia siab tam sim no yog qhov zoo.

2. Cov khoom lag luam siab ntawm cov hlau tsis muaj hlau txuas ntxiv, thiab qhov tsis sib xws ntawm qhov kev thov tsis muaj zog thiab cov khoom siv dav dav tseem muaj.

Raws li lub Plaub Hlis 13, 2023, tag nrho cov khoom lag luam sib raug zoo ntawm stainless hlau 78 warehouse caliber hauv kev lag luam tseem ceeb thoob plaws lub teb chaws yog 1.1856 lab tons, ib lub lis piam-rau-lub lim tiam txo ntawm 4.79%. Ntawm lawv, tag nrho cov khoom lag luam ntawm cov hlau tsis muaj dej txias yog 664,300 tons, ib lub lim tiam-rau-lub limtiam poob ntawm 5.05%, thiab tag nrho cov khoom muag ntawm cov hlau tsis muaj kub yog 521,300 tons, ib lub lim tiam-rau-lub limtiam poob ntawm 4.46%. Tag nrho cov khoom lag luam hauv zej zog tau poob rau plaub lub lis piam sib law liag, thiab qhov poob ntawm cov khoom muag tau nthuav dav rau lub Plaub Hlis 13. Qhov kev cia siab ntawm kev tshem tawm cov khoom lag luam tau zoo tuaj, thiab qhov kev xav ntawm qhov chaw nqi tau maj mam nce. Nrog rau qhov kawg ntawm cov khoom lag luam ua ntu zus, qhov poob ntawm cov khoom muag yuav raug nqaim, thiab cov khoom muag tuaj yeem rov ua dua.

Piv nrog rau qib keeb kwm ntawm tib lub sijhawm, cov khoom lag luam tseem ceeb ntawm kev sib raug zoo tseem nyob rau theem siab. Peb ntseeg hais tias cov khoom muag tam sim no tseem txwv tus nqi ntawm qhov chaw, thiab nyob rau hauv cov qauv ntawm cov khoom siv xoob thiab cov kev xav tau tsis muaj zog, cov dej hauv qab ib txwm tuav cov kev sib tw ntawm cov kev xav tau nruj, thiab qhov kev thov tsis muaj kev loj hlob tshwm sim.

3. Macro cov ntaub ntawv tso tawm nyob rau hauv thawj peb lub hlis twg tshaj qhov kev cia siab, thiab txoj cai teeb liab txhawb kev lag luam optimism

GDP kev loj hlob nyob rau hauv thawj peb lub hlis twg yog 4.5%, tshaj qhov kev cia siab 4.1% -4.3%. Thaum Lub Plaub Hlis 18, Fu Linghui, tus cev lus ntawm National Bureau of Statistics, tau hais hauv lub rooj sib tham xov xwm tias txij li thaum pib ntawm lub xyoo no, tag nrho Suav kev lag luam tau qhia txog kev rov qab los. , cov cim tseem ceeb tau ruaj khov thiab thim rov qab, qhov tseem ceeb ntawm cov koom haum ua lag luam tau nce, thiab kev cia siab ntawm kev lag luam tau zoo tuaj, tso lub hauv paus zoo rau kev ua tiav ntawm cov phiaj xwm kev loj hlob rau tag nrho lub xyoo. Thiab yog tias qhov kev cuam tshuam ntawm lub hauv paus tsis raug coj mus rau hauv tus account, tag nrho kev lag luam kev loj hlob txhua xyoo yuav tsum tau ua kom pom qhov kev hloov pauv zuj zus. Thaum Lub Plaub Hlis 19, Meng Wei, tus cev lus ntawm National Development thiab Reform Commission, tau tshaj tawm ntawm lub rooj sib tham xov xwm hais tias cov kauj ruam tom ntej yog los ua cov kev cai dav dav los tso tawm cov peev txheej ntawm kev xav tau hauv tsev, txhawb kev rov qab los ntawm kev noj, thiab tso tawm cov peev txheej ntawm kev siv cov kev pabcuam. Nyob rau tib lub sijhawm, nws yuav txhawb nqa qhov tseem ceeb ntawm kev lag luam ntiag tug thiab muab kev ua si tag nrho rau tsoomfwv peev. coj lub luag haujlwm. Kev lag luam ruaj khov thiab khaws cia nyob rau hauv thawj peb lub hlis twg, superimposed nyob rau hauv lub hom phiaj orientation ntawm lub teb chaws los txhawb kev noj thiab kev nqis peev, thiab txoj cai teeb liab yuav nquag coj cov khoom xav tau.