Tsis ntev los no, tag nrho cov kev ua tau zoo ntawm cov khoom lag luam domestic domestic lag luam. Nyob rau hauv raws li txoj cai ntawm yav dhau los, tam sim no tau tuaj mus rau lub caij ntuj no traders hlau traders, raws li sawv cev los ntawm rebar dub cov khoom tag nrho kev ua tau zoo yuav tsum kuj muaj zog. Txawm li cas los xij, cov khoom dub yog feem ntau tsis muaj zog zuj zus, cov khoom lag luam ntawm sab qaum teb, ferrosilicon nyiaj them rau qhov ntau tshaj 4%, coking coal, coke, manganese thiab silicon them cov nqi cog lus ntau tshaj 2%, qhov loj tshaj plaws rebar them feem ntau poob ntawm 1.5% los yog ntau dua.
Txawm li cas los, lig rau hnub ntawd, feem ntau ntawm cov khoom dub tau poob qis. Thaum lub sijhawm kaw, lub ntsiab lus cog lus ntawm manganese silicon futures them ob zaug, daim ntawv cog lus khib nyiab rau 0.69%.
Nyob rau hauv view ntawm lub caij ntuj sov tub luam hlau traders, ntau lub khw koom optimistic txog kev ua lag luam outlook steel nqi, thiab hais tias hlau ore, ferrosilicon thiab lwm yam raw cov nqi yuav ua raws li lub rebound nyob rau hauv cov nqi steel.
Xijpeem Xaus Ntiaj Teb Xia tshawb nrhiav Xia Xuezhao xav txog li nram qab no: Ua ntej, hlau iron ntau dua yog qhov pom tseeb, qhov chaw nres nkoj iron ore inventories hit highs; qhov thib ob yog cov nyiaj txiag tsis ntev los no poob qis, Peb, muaj xov xwm tias BHP Billiton daim ntawv cog lus them nqi muag khoom yuav koom nrog qhov kev tshawb xyuas qis qis, uas yuav muaj feem cuam tshuam rau kev lag luam paj hlwb.
Big Futures dub soj ntsuam Gao Jingxing ntseeg hais tias cov hlau ore them plunged Tuesday, tab sis kuj nrog downstream rebar nqe ntawm rebar cov khoom muaj ib qho kev sib raug zoo.
"Steel mills replenishment tau tuaj kawg." Jinshi futures analyst Liu Yizhi hais tias Futures Daily reporter hais tias, ntxiv rau, qee lub sij hawm dhau los, steel mills profitable, thiab cov poob muag poob hauv steel profits, ua ntej yuav nce ntau lawm tsis muaj nqi rau siv qib Ore mills, uas tam sim no finely tuned yuav siv nyiaj npib hlau pheej yig dua, yuav muaj lawv cov nqi plummet raws li tus nqi siab rau cov qib high school ore.
Huatai Futures cov ntaub ntawv dub thiab lub tsev cov neeg tshawb nrhiav Wei Junyi hnub Tuesday, coking coal, coke futures poob qis heev los ntawm hlau ore paj.
Nyob rau hauv lub view ntawm high huab tais kab, tsis ntev los no logic ntawm kev lag luam ntawm dub khoom muag los yog lub caij ntuj no cia, ob qho tib si steel mills, nrog rau lub caij ntuj no cia, tab sis kuj lub caij ntuj sov traders hlau traders.
"Dub ntau cov khoom yog nyob ntawm cov qauv ntawm rebar." Gao Jingxing tau hais tias lub limtiam dhau los ntawm qee qhov chaw ntawm cov hlau steel chaw lag luam vague cov cim ntawm lub caij ntuj no cia, rebar disk tam sim ntawd ua cov tshuaj tiv thaiv, lub khw tam sim no tos txog lub caij ntuj no cia "Pib phom."
Raws li Liu Yiqing, Tuam Tshoj kev khwv nyiaj txiag yuav tsum muaj kev ruaj ntseg loj hlob nyob rau hauv 2018, thiab tag nrho steel xav tau tseem nyob ruaj khov. Tam sim no, steel mills 'inventories thiab social inventories yog tsawg tshaj li tau leej twg. Kev ua lag luam rau lub caij ntuj no yog yuav pib.
"Kev cog paj nqi yuav nce siab." Wei Junyi tau hais tias tom qab qhov chaw nqus cov nqi poob qis tshaj ob hnub dhau los, qhov kev kub siab ntawm cov neeg lag luam yuav khoom ntau ntxiv, thiab cov lag luam tseem pom zoo txog kev thov caij nplooj ntoos hlav.
Xia Xue Zhao ntseeg hais tias tus tom kawg yuav ua raws li tus nqi ntawm tus nqi hlau iron, tab sis qhov kev kawm tag nrho yuav tsis muaj zog tshaj li tus nqi steel.
