1.Mhando yesimbi yekudyara inoenderera mberi nekuwedzera, chikamu chesimbi chinwiwa muindasitiri yekugadzira inoenderera mberi nekuwedzera, uye musika weChina unoratidza yakasimba uye yakaoma.
2. Iko kusimbe kwesimbi kwasvitsa peak.
3. Kukura kwakanyatsoita chinhu chisingadzivisiki chekusimudzira kwemhando yepamusoro. Izvo zvinodikanwa kuti ufunge nekukudziridza kuiswa kweCarbon zvinopesana uye zvakareongorora kushanda kwe 'kugona ' kutonga.
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5. Iyo yakanakisa maitiro ezvekushandisa (mutengo wekuita uye zvinodzokororwa hunhu) hazvisi zvekushandiswa zvakakwana uye zvinoshandiswa zvizere, uye kutsiva kwezvinhu '
Akataura kuti iyo indasitiri yesimbi inofanirwa kutarisa nezvebasa rakakosha: Kuvandudza maindasitiri ekutanga uye maindasitiri ketani. Shamba kune maviri makuru ekuvandudza misoro: Green Budiriro uye nehungwaru kugadzira. Isu tichazotarisa pakugadzirisa mapoinzi ekurwadziwa emaindasitiri matatu makuru: Kudzora kugadzirwa kwekuwedzera kwekuwedzera, kusimudzira kusunganidzwa kwemaindasitiri, uye kuona chengetedzo yezvinhu. Enderera kusimudzira iyo Internization yeChina Steel Indasitiri
Parizvino, hupfumi hweMacro hwakatarisana neChina 'Pfuura Dzvinyiriro Chechipiri, ingangogona kubvisa zvinyoronyoro yekudzikisira kudzoka muindasitiri (kugadzira); Yetatu, dambudziko rekushandisa zvisina kukwana rinogona kunge rakawanda; Chechina, iyo yakaoma yekunze dambudziko: iyo iripo kubva kune yekunze system inogona kukwidziridzwa chero nguva.
'Pfuura breakther Iyo yechipiri ndeyekutarisa pakuwedzera kudiwa kwepamba, kunyanya kuwedzera kunwa; Chechitatu kumisa zvachose bubble rezvivakwa, asi kukurudzira kutsamwiswa kwekuvimbika pane zvivakwa. Akasimbisa kuti ane hukuru hukuru, hwakareba kukura uye kusasimba kwakasimba.
Kutarisa mune ramangwana, anotenda kuti isu tinofanira kuomerera kushamwaridzana nehurongwa hwemapfupi uye kurongeka kwenguva refu, kuchinjisa kugadzikana, 'tsvaga kugadzikana mukufambira mberi uye kusimuka, uye nekutsiva njodzi mukufambira mberi uye kusimuka.
Kuti tikwanise kurarama nekudzvinyirira kweindasitiri uye kuchengeta kushanda kwakasimba kweindasitiri, tinofanira kusimbisa basa redu kubva pazvinhu zvina: kutanga, tevera nzira yekukura kwemhando yepamusoro. Iron uye masimbi emabhizimisi anofanirwa kutora matanho matsva pahwaro hwebasa racho uye ratidza zviito zvitsva, shandura zvigadzirwa zvezvishandiso muzvakanakira maindasitiri, uye shandura mireza imwe chete kuti zvibatsire zvakazara. Kechipiri, simbisa kushamwaridzana, kuderedza vhoriyamu yemukati, uye kusinganetsi kutora nzira yekuzvidzora kwekuzvidzora uye yekuvandudza kwakarongeka. Mabhizimusi epamusoro mune simbi uye simbi indasitiri inofanirwa kuridza bhenji basa, kusimbisa indasitiri yekuzvidzora uye kushamwaridzana kwemusika, inowedzera musika kupa mari uye kudiwa, uye edza kuwana kuwanikwa kunochinja. Yetatu, simbisa basa rebasa renongedzo yekupa zano, uye kuvaka mhinduro yekukurumidza, yakagadzikana uye inoshanda simbi yekupa tambo. Chechina, simbisa kugona kweshanduro uye kwesainzi uye kwehunyanzvi, uye kuomerera munzira yeGreen, kuchengetedza simba uye kuchengetedza zvakatipoteredza.
Akadana mabasa esimbi nemubhandi wekushambadzira kwekudaidzira, kukurudzira kukwikwidza kwezvigadzirwa uye kushandura kushandurwa kwehunyanzvi, kushandura kushandurwa kwemugumo, kusvibisa uye kungwara, uye kutora nzira yekukura kwemhando yepamusoro.
Ongororo yemusika wesimbi muna 2023 akataura kuti mitengo yegore regore ramba ichiramba ichidonha manera, zvigadzirwa zvine simba pane simbi, maindasitiri anobatsira kutsva.
Kutarisira mberi kusvika 2024, maererano nekupindwa kwemhirizhonga
Panyaya yeiyo nzvimbo yemukati, China's GDP inotarisirwa kukura ne 5.0% gore pagore. Investment mune yakagadziriswa midziyo yakagadziriswa ne4,5%, Real estate Development ne6%, kugadzira ne6,8% uye infrastation ne7,0%.
Kushandiswa kweDombo, China Simbi inotarisirwa kuve yakanyanya kutsiga gore-pagore, mamiriro akasiyana-siyana anoenderera mberi nekusimudzira uye gadziridza. Iyo yakakura kushanduka yeindasitiri ichiri kupihwa,
Panyaya yezvinhu zvishandiso, Global Ort Production inotarisirwa kuwedzera nemamirioni makumi matanhatu emamiriyoni egore, kuputika kunowedzera nemamiriyoni makumi maviri nemamiriyoni, simbi ore kuvhurika zvishoma; Kukura kweCoking yekugadzira marasha ekugadzira kunonoka uye nekuwanzina inoramba yakasununguka; Kugadzirwa kweCoke kunoenderera mberi kwakakwirira, mutengo hauna kusimba; Scap Kuwanikwa Kunowedzera zvine mwero uye mutengo unomhanya zvakanaka.
Mitengo yesimbi ~ inotarisirwa kuti ishandure pakati pemadhora makumi mapfumbamwe nemakumi mapfumbamwe emadhora pa toni muna 2024, mhedzisiro inoda kugadzirwa kwekugadzira mukati meindasitiri. Panyaya yezvigadzirwa zvakapera, tambo inotarisirwa kumhanyisa pakati pe3300-4500 yuan / ton. Kunyangwe iyo gadziriso yechokwadi isina kusimba, iyo inodikanwa yezvinhu zvakanaka, iyo mutengo wekutsigira unodzikira, uye mubairo wezororo.
Iron Ore Mutengo une zvishoma kuita nekupa uye kudiwa, uye pane zvinhu zvitatu zvakakosha: zvehunyanzvi, zvemari nezvinhu zvine chekuita nezvinhu. Mune simbi, mitengo inokanganiswa nezvinhu zvinotevera: Mari haidanidzi zvakanyanya gore rinouya; Iyo yekudzvinyirira indanisheni yekushivirira yakaenzaniswa neye gore rino, musangano wezvehupfumi webasa wakarondedzera kutevedzana kwemitauro kuti isimbise kukura kwegore rinotevera; Iyo indasitiri yekudzora inotungamira iyo indasitiri yekugadzira kuzvidzora; Uye iyo Federal Reserve ichatanga yakasununguka mari yemari.
Mutengo Forecast, pfungwa yekutarisa haisi kusuruvara, kwete kufara, iyo mutengo wepakati waisimuka zvishoma pasi. Izvo zvinofungidzirwa kuti iyo avhareji mutengo weRear ndeye 3900 yuan / ton, uye huwandu ndezve 3500 Yuan / ton-4400 yuan / ton. Iyo inopisa coil inotarisirwa kuwedzera ne100 Yuan / ton pahwaro hwetambo, uye musiyano wakaderera, kunyanya nekuda kwekuwedzera kwekupisa coil kugadzirwa kwehupfumi. Panyaya yezvinhu zvishandiso, iyo mutengo wepakati ere inotarisirwa kuve gumi nemaviri madhora / toni, toni, toni, toni On the profit side, the downside cycle is not over yet, and it is possible that 50% of steel mills are expected to lose money next year.
Forecast Inotevera Yegore Rebar Mutengo Pakati Pakazaruka mu 3900 pedyo, yakaderera muna 3750 kutenderera, yakakwira mune 4500 kutenderera. Kuenzaniswa negore rino, mutengo wekuchinjika runyararo ruchave wakafara uye wakakura.
1. Chimiro chekushandisa chesimbi chave chichienderera mberi chakarongeka, chikamu chesimbi yekugadzira muindasitiri yekugadzira inoenderera mberi nekuwedzera, uye musika weChina weChina wakaratidza kusimba kwakasimba.
2. Kuparadza kwakazara kwesimbi kwasvika pakakwirira, iyo yakazara kuderera ndeye chisingadzivisiki maitiro. Kubva kumhanyisa kusvika kumhando, kubva kune yakazara vhoriyamu kune dzakasiyana-siyana, shanduko mukutarisa iri kuitika.
3. Kukura kwakanyatsoita chinhu chisingadzivisiki chekusimudzira kwemhando yepamusoro. Izvo zvinodikanwa kuti ufunge nekukudziridza kuiswa kweCarbon zvinopesana uye zvakareongorora kushanda kwe 'kugona ' kutonga.
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5. Iyo yakanakisa maitiro ezvekushandisa (mutengo wekuita uye zvinodzokororwa hunhu) hazvisi zvekushandiswa zvakakwana uye zvinoshandiswa zvizere, uye kutsiva kwezvinhu '
Akataura kuti iyo indasitiri yesimbi inofanirwa kutarisa nezvebasa rakakosha: Kuvandudza maindasitiri ekutanga uye maindasitiri ketani. Shamba kune maviri makuru ekuvandudza misoro: Green Budiriro uye nehungwaru kugadzira. Isu tichazotarisa pakugadzirisa mapoinzi ekurwadziwa emaindasitiri matatu makuru: Kudzora kugadzirwa kwekuwedzera kwekuwedzera, kusimudzira kusunganidzwa kwemaindasitiri, uye kuona chengetedzo yezvinhu. Enderera kusimudzira iyo Internization yeChina Nesimbi Indasitiri.
