Sakamakon faduwar farashin tabo na bifocal a wannan makon, farashin billet ya ragu sosai, kuma farashin karafa ya ragu daidai da na bifocals, wanda ya haifar da ribar tulin karfen da ba ta karu kamar yadda muke zato ba. Babban dalili shi ne, ko da yake raguwar samar da kayayyaki na ci gaba da ƙarfafawa, duk da haka, ɓangaren buƙata yana da rauni. Idan aka yi la'akari da yawan sayayyar na'urorin waya a birnin Shanghai, baya ga ci gaba da ci gaba daga watan Agusta zuwa Satumba, raguwar wata-wata bayan watan Nuwamba. Rarraunan buƙatar sarkar gine-gine ta sa yana da wahala a inganta buƙatun sake sayar da gidaje a cikin ɗan gajeren lokaci.
Yaushe ribar kowace tan na karafa za ta sake fadadawa? Mun yi imanin cewa kayan aikin sarkar masana'antu yana buƙatar ƙarewa sosai. Duk da cewa kayan aikin ƙarfe na yanzu yana ci gaba da raguwa, har yanzu ana samun karuwar 30+% idan aka kwatanta da farkon shekara, wanda ke nuni da cewa kayan sun ƙare a duk shekara. Bayan an kawar da wani ɓangare na haɓakar ƙima, tasirin raguwar samar da kayayyaki na iya nunawa da gaske.
Daga kididdigar Ofishin Kididdiga, tarin danyen karfen da aka samu a farkon watan Satumba ya kai tan miliyan 806 kuma sinadarin na alade ya kai tan miliyan 671, wanda ya kasance 2.00% da -1.30% na shekara-shekara. Fitar da ƙarfe na alade ya faɗi a karon farko, kuma sakamakon raguwar samarwa ya bayyana. Daga mahangar gabaɗayan samarwa da buƙatun buƙatun ƙarfe, ƙanƙanwar da ke cikin samarwa ya fi ƙarancin buƙata. Kamar yadda hannun jari na gaba ya isa, sakamakon raguwar samarwa zai bayyana a hankali.
Iron tama da coke biyu sune babban farashin samar da billet ɗin ƙarfe. A halin yanzu, baƙin ƙarfe ya fado daga babban matsayi. Yayin da farashin coke biyu ke ci gaba da komawa zuwa madaidaicin matakin tare da sarrafa manufofin, farashin billet ɗin ƙarfe na iya hauhawa a hankali. Daga ra'ayi na rashin tasiri daga raguwar samarwa, kula da Linggang, Fangda Special Steel, Xingang, Sangang Minguang, da dai sauransu; daga hangen nesa na girma, ana ba da shawarar kula da: Jiuli Materials na Musamman da Kayan Guangda na Musamman.
Bukatar tasha ba ta da ƙarfi, kuma ƙuntatawar samarwa ta ci gaba da ci gaba
Adadin sayan katantan zaren a birnin Shanghai ya kai ton 15,900, raguwar kashi 3.6 bisa dari bisa na watan da ya gabata, da raguwar tan 17,200 idan aka kwatanta da makamancin lokacin bara, kana an samu raguwar kashi 52.0 cikin dari a duk shekara. Yawan aiki na tanda a wannan makon ya kasance 48.48%, ƙasa da kashi 3.59 daga watan da ya gabata; Yawan aiki na tanderun lantarki ya kasance 61.54%, ya ragu da kashi 1.28 bisa ga watan da ya gabata.
Farashin tama na ƙarfe ya ci gaba da faɗuwa, kuma farashin bi-coke ya yi tashin gwauron zabi
Farashin man ƙarfe na gaba ya faɗi yuan/ton 55 zuwa yuan/ton 587, ƙaruwar -8.57%; Farashin kwal na gaba ya fadi yuan/ton 208 zuwa yuan/ton 3400, karuwar -5.76%; Farashin tabo na gaba na Coke ya tashi Yuan/Ton 210 zuwa yuan/ton 4326, karuwar da kashi 5.09%. Jimlar jigilar tama na baƙin ƙarfe a ƙasashen waje ya kai tan miliyan 21.431, ƙaruwar tan miliyan 1.22 ko kashi 6% a wata; jimillar iskar ma'adinan da ake samu daga tashoshin jiragen ruwa na arewa ya kai tan miliyan 11.234, raguwar tan miliyan 1.953 ko kuma kashi 15% daga watan da ya gabata.
Farashin karafa ya fadi, babbar riba ta kowace tan na karafa ta fadi
Dangane da ribar da kayayyakin karafa daban-daban suka yi, farashin tama na karafa ya ci gaba da faduwa yayin da farashin bi-coke ya yi tashin gwauron zabi, kuma farashin billet ya fara faduwa, amma farashin karafa ya fadi, kuma babbar riba a kan ko wane tan na karafa ya fadi. Dangane da raguwa, babban ribar da aka samu a kowace ton na rebar mai dadewa ya kai yuan 602/ton, kuma babbar riba a kan kowace ton na gajeren zangon ya kai yuan 360/ton. Cold rolling yana da mafi girman riba, tare da babban riba kowace ton na yuan / ton 1232 don dogon tsari da RMB 990/ton na ɗan gajeren tsari.
Gargadi na haɗari: Farfadowar macroeconomic ba kamar yadda ake tsammani ba; Matsayin hauhawar farashin kayayyaki a duniya ya wuce yadda ake tsammani; karuwar samar da ma'adinai ba ya cika tsammanin; ci gaban haɓakawa da allurar rigakafin sabon kambi ya yi ƙasa da yadda ake tsammani.
Lokacin aikawa: Nuwamba-08-2021