Iindaba ezilungileyo zonyuswa ngosuku emva kokuba irabha ivuke

Kule veki, ukusebenza ngokubanzi koqoqosho lwempahla kuqhubekile nokubuyela kwimeko entle, ivuselela intengiso yentengiso, isixa sezinto ezikrwada zaphesheya kwezilwandle besingaphantsi kunoko bekulindelwe, ixabiso lokuthengwa kwezinto ezikrwada lomelele, kwaye icala lokubonelela linyuse imveliso. ixabiso lerabha. Iglu emnyama ukugcina indawo yokugcina impahla, ukukhula koluhlu lweglu ekhaphukhaphu kwacotha, uxinzelelo lwempahla luye lwadamba. Izinto ezilungileyo ezisisiseko zilawula, kwaye ukunyuka kwexabiso lerabha kunamandla.

Ngokuhla kwamaxabiso e-oyile ekrwada kumazwe ngamazwe, umoya wentengiso yemveliso awunanto, kwaye ixabiso lerabha lihlengahlengiswa emva kokunyuka. Ukususela ngoNovemba 17, ixabiso lendawo yerabha yendalo yawa (i-latex epheleleyo 13050 yuan / ton, -250 / -1.88%; No. 20 umgangatho waseThai 1490 US dollar / ton, -30 / -1.97%, ilingana ne-10687 yuan / itoni; No. 20 Thai Mix 12200 yuan / ton, -150/-1.21%).

Icala lokubonelela lihlala lilungile

Indawo yemveliso yaseThailand: Imvula iyonke eThailand inyukile xa ithelekiswa nexesha langaphambili, umsebenzi wokusika irabha ekumntla-mpuma unempembelelo encinci, imveliso ekrwada ibonisa ukunyuka okuncinci, imvula yeqonga esemazantsi, isixa semveliso yerabha isencinci kakhulu. , elona xabiso lokuthengwa kwempahla ekrwada liphezulu kunexabiso lemarike. Amaxabiso ezinto ezikrwada kulindeleke ukuba aqiniswe, izibonelelo zaphesheya ziyenyuka, kodwa xa kuthelekiswa nentengiso kunye namaxabiso ezinto ezikrwada, inzuzo yemveliso yeplanti yokucoca iseyilahleko, ubungakanani buncinci kwaye ixabiso liphezulu, umzi-mveliso awunamdla. malunga nokufumana amaxabiso aphezulu ezinto eziphathekayo, kwaye ukuthunyelwa kuthengiswa ikakhulu kwiinyanga ezikude. Kulindeleke ukuba imveliso yeglue yaseThailand iyancipha nge-20% ngonyaka, kwaye kusafuneka ukuba sinikele ingqalelo engakumbi kwimveliso yezinto eziluhlaza zexesha laseThailand leWang kwixesha elizayo.

Indawo yemveliso yaseYunnan: Ixabiso lokuthengwa kwezinto eziluhlaza kwindawo yemveliso yaseYunnan yomelele. Ebudeni beveki, imvula kwindawo yokuvelisa iYunnan incinci, kwaye izinto ezikrwada zikwimeko eqinileyo. Ndeva ukuba isixa esivela eMyanmar naseLaos eBanna Port sincitshiswe kakhulu, kwaye isizathu sokunciphisa kukuba ezininzi zazo zenziwe zibe yimveliso egqityiweyo, kwaye inani leemveliso ezigqityiweyo alininzi, kwaye ezininzi iimpahla eziphuma kubarhwebi arbitrage. Ezinye iiplanti zokulungisa zathi ukuqala komsebenzi phakathi evekini kwancitshiswa ngesiqingatha, kodwa kuxhomekeke ekuncitshisweni kokunikezelwa kwempahla ekrwada.

Indawo yemveliso yaseHainan: Ixabiso lokuthengwa kwezinto ezikrwada kwindawo yemveliso yaseHainan lihlengahlengiswa ngokuthe ngcembe. Okwangoku, ixabiso lezinto eziluhlaza lihlala liphezulu, kwaye intshiseko yabalimi beglue ilungile, kodwa iindawo ezininzi zokuvelisa zisenemvula phakathi kweveki, echaphazela ukukhuthazwa komsebenzi wokusika irabha. Ukuva ukuba ekupheleni kweveki, inani lemihla ngemihla leglue eliqokelelwe kwisiqithi lingaphezulu kweetoni ezingama-3,000, lincitshiswe kancinane ukususela ekuqaleni kweveki, ukubonelelwa ngokubanzi kweglu akwanelanga, akukwazi ukuhlangabezana neemfuno eziqhelekileyo zemveliso. izityalo ezahlukeneyo zokulungisa, ezinye iifektri zabucala ngokwenene zifumana amaxabiso eglu ye-13100-13300 yuan, ixabiso eliphezulu limalunga ne-13400 yuan. Ukurhweba kwimarike yendawo yobisi olugxininisiweyo lusebenza kakhulu phakathi evekini, kwaye ngokufika kobusika, iifektri ezilungisayo ziye zanyusa umdla wazo wokuqokelela nokuvelisa irabha. Kutshanje, kukho imvula engakumbi kwindawo yemveliso yaseHainan, kwaye iqondo lobushushu liye lehla, kukho ithuba elithile lokusika kwangoko, imfuno yasekhaya yexesha elifutshane yokuhlawula ingqalelo kwaye ilandele ukuveliswa kwezinto eziluhlaza kwindawo yokuvelisa.

Kule veki, izinga lokusetyenziswa kwamandla eenkampani zaseTshayina ze-semi-steel zesampulu yayiyi-78.88%, + 0.19% inyanga nenyanga kunye + 11.18% unyaka nonyaka. Kule veki, izinga lokusetyenziswa kwamandla eenkampani zaseTshayina zesampulu yentsimbi yonke yayingama-63.89%, 0.32% ngenyanga-ngenyanga kunye +0.74% unyaka nonyaka. Ukuthunyelwa ngokubanzi kweesampulu zesampulu zamatayara entsimbi eyehla kancinci, kwaye uluhlu lweemveliso ezigqityiweyo lwenyuka kancinci. Uluhlu lwawo onke amashishini eesampuli zamatayara entsimbi aqhubekile nokukhula, kwaye phantsi koxinzelelo lwentengiso, izinga lokusetyenziswa kwamandla lamashishini azimeleyo ukusuka kulawulo oluphambili lwemveliso yokutsalwa kwesampulu yamashishini ibingaphantsi kancinci.

Jonga ngaphakathi kwiatmosfera kuyatshisa

Ukususela ngoNovemba 16 ukuya kuNovemba 23, 2023, umlinganiselo we "bullish", "bearish" kunye "nozinzile" kwi-survey ye-trend yayingu-42.0%, 25.9% kunye ne-42.0%, ngokulandelanayo. Ukusuka kumbono wokubeka iliso kwingqondo yemarike kule veki, icala lokubonelela, iindawo zokuvelisa zasekhaya sele ziza kuyeka ukusika ekupheleni kwenyanga, kwaye kukho iindaba zokunciphisa imveliso kwiindawo ezinkulu zokuvelisa ezifana neThailand kunye neVietnam kwiindawo ezivelisa amazwe angaphandle, ukwenza amaxabiso ezinto ezikrwada abenamandla ngokwentelekiso; Imveliso kunye nomda wokuthengisa wamashishini amatayara asezantsi ekupheleni kwemfuno uyacotha; Ekupheleni kwe-inventri, i-inventory ye-Qingdao yaqhubeka iyancipha, i-glue emnyama yaqhubeka iya kwindawo yokugcina, kwaye iglue enemibala ekhanyayo yaqala ukuqokelela isitokhwe; Umoya wangoku we-macro ushushu, kodwa ukuwa ngokubanzi okanye okuphezulu kwixesha elizayo kunokuvuma ukulinda sesona sizathu siphambili soqikelelo lwengqondo yemarike yerabha yendalo kunye nokuzinza.

Kulindeleke ukuba kusekho indawo yeenzuzo zexeshana elifutshane

Kulindeleke ukuba imarike yerabha yexesha elifutshane yendalo isenayo indawo yokunyuka okuncinci. Imarike iye yaqonda inkxalabo malunga nobungakanani bezinto eziluhlaza kwindawo yokuvelisa yaseThailand yangaphambili, kwaye indawo yemveliso yasekhaya sele iza kungena kwixesha lokumisa, isitokhwe esincinci sezinto eziluhlaza kumzi-mveliso, inzuzo enganeleyo yokuqhubela phambili. isenoxinzelelo kwixabiso lemveliso yerabha, kunye ne-inventory ye-Qingdao ephezulu iyaqhubeka ukuya kwindawo yokugcina impahla, kwaye ixabiso lerabha lisenayo indawo yokunyuka. Icala lemfuno ngokuthe ngcembe langena kwixesha elingekhoyo ekupheleni konyaka, imfuno yokutshintshwa kwetheminali yaba buthathaka, uluhlu lweemveliso ezigqityiweyo zamashishini zaye zaphelelwa, ukwakhiwa kwamashishini kwakusalindeleke ukuba kube buthathaka, ihlombe lokuzaliswa kwezinto ezikrwada kwacinezelwa. , kwaye ukunyuka kwemarike yendawo kwakulinganiselwe. Kulindeleke ukuba ixabiso lendawo ye-latex epheleleyo kwimarike yaseShanghai kwiveki ezayo iya kuqhuba phakathi kwe-13100-13350 yuan / ton; Ixabiso lendawo yaseThailand liqhuba kuluhlu lwe-12300-12450 yuan/ton.