Mitengo yesimbi yakwira zvakanyanya kupfuura nakare kose, mitengo yesimbi yemuno muChina yakwirawo zvakanyanya. Kunyangwe mwaka wekuzorora wezhizha uri pamberi, mitengo yesimbi inogona kuramba ichikwira kana matambudziko ehukama pakati peChina neAustralia akaramba aripo uye kana zvirongwa zveChina zvekudzikisa kugadzirwa kwesimbi zvikaitika.

Mutengo wesimbi unopfuura US$200/tani, mutengo wepamusoro-soro

Musi wa10 Chivabvu, mutengo wesimbi inotengeswa kunze kwenyika yeChina kubva kuAustralia wakakwira ne8.7% kusvika paUS$228/ton (Fe61.5%, CFR). Mitengo yesimbi yakakwira ne44.0% gore rino uye 33.5% mwedzi uno. Musanganiswa wenyaya dzemari nedzezvematongerwo enyika, pamwe nemamiriro ekuwanikwa uye kudiwa, ndizvo zvakakonzera kuwedzera uku. Sangano reWorld Steel rakafanotaura muna Kubvumbi kuti kushandiswa kwesimbi pasi rose neChina kuchakwira ne5.8% yy uye 3.0% yy, zvichiteerana, muna 2021. Pasinei nekutaura kwehurumende yeChina nezvekudiwa kwekuderedza kugadzirwa kwesimbi kuderedza kuburitswa kwecarbon, avhareji yesimbi isina kucheneswa inoburitswa neChina yakamira pa2.4mn matani (+19.3% yy) mumazuva gumi ekupedzisira aKubvumbi, inovawo yepamusoro itsva.

China ichangobva kuzivisa kumisa musangano weStrategic Economic Dialogue neAustralia, zvichiratidza kushushikana kuti kusawirirana pakati penyika mbiri idzi kuchaenderera mberi. China inotenga zvinhu zvinosvika 80% yesimbi yayo, uye kuvimba kwayo neAustralia (61% yezvinhu zvinotengeswa kunze kwenyika) chimwe chikonzero chiri kukonzera kuti mutengo wesimbi ukwire. Zvakakosha kuziva kuti China inoratidza kuzviriritira zvakanyanya nemarasha, asi mitengo yemarasha haina kusimba.

Mitengo yesimbi yakakwira zvikuru uye icharamba yakasimba kwenguva refu

Musi wa10 Chivabvu, mutengo weHR muShanghai wakakwira ne5.9% kusvika paRMB6,670/tani, mutengo wepamusoro-soro. Mutengo weHR munyika wakakwirawo ne6.5% yy kusvika paRMB6,641/tani. Mitengo yesimbi yakakwira zvakanyanya nekuda kwemitengo yesimbi yakakwira uye hurongwa hwehurumende yeChina hwekuderedza kugona kwekugadzira simbi. Komisheni yeNational Development and Reform yeChina pamwe neMinistry of Industry and Information Technology vakaraira kudzikiswa kwesimba rekugadzira munzvimbo dzine kusvibiswa kwakanyanya kwemhepo (Jing-Jin-Ji, Yangtze Delta, nePearl River Delta) kutanga muna Chikumi.

Mutungamiri weChina Xi akati kuburitswa kwecarbon muChina kuchasvika padanho repamusoro panosvika 2030 uye nyika yacho ichave isina carbon neutral panosvika 2060. Muna Ndira, hurumende yeChina yakati ichaderedza kugadzirwa kwesimbi gore rino kuderedza kuburitswa kwecarbon. Kana kuderedzwa kwekugadzirwa kwesimbi kukaitika, zvichakonzera kukwira kwemitengo yezvigadzirwa zvesimbi. Kuipa kwehukama pakati peChina neAustralia kungangokonzera kukwira kwemitengo yesimbi, uye mutemo wehurumende yeChina wekuderedza kugadzirwa unotarisirwa kuwedzera kukwira kwemitengo yesimbi.

Bhabhu rinogona kunge richiri kubikwa mumidziyo yesimbi.

Denda iri rakaita kuti indasitiri yesimbi yeAmerica ipere muchirimo chapfuura, zvikaita kuti vagadziri vadzime kugadzirwa kwesimbi sezvo vainetseka kurarama nehupfumi hwairamba huchikwira. Asi sezvo kuvandudzwa kwakatanga, makambani ekugadzira akanonoka kutangazve kugadzirwa kwesimbi, uye izvi zvakaita kuti pave nekushomeka kukuru kwesimbi.

Iye zvino, kuvhurwazve kwehupfumi kuri kukonzera kukura kwesimbi kwakasimba zvekuti vamwe vane chokwadi chekuti zvichaguma nekuchema.

"Izvi zvichagara kwenguva pfupi. Zvakakodzera kuti izvi zvinzi bubble," Timna Tanners, nyanzvi yeBank of America, akaudza CNN Business, achishandisa "shoko rekuti b-word" iro vanoongorora equity vanobva kumabhanga makuru vanowanzo dzivisa.

Mushure mekuderera kwemutengo wesimbi dzinosvika $460 gore rapera, mitengo yesimbi dzinogadzirwa nesimbi dzinopisa dzakaputirwa muUS yava pamadhora chiuru nemazana mashanu patani, mutengo wepamusoro-soro wakapetwa katatu kupfuura avhareji yemakore makumi maviri.

Masheya esimbi ari kutsva. US Steel, iyo yakadonha kusvika padanho repamusoro munaKurume apfuura nekuda kwekutya kubhuroka, yakakwira zvakanyanya ne200% mumwedzi gumi nemiviri chete. Nucor yakakwira ne76% gore rino chete.

Kunyange hazvo "kushomeka nekutya" zviri kukwidza mitengo yesimbi nemasheya nhasi, Tanners akafanotaura kuchinja kunorwadza sezvo kuwanikwa kwezvinhu kuchisvika pane zvaakatsanangura sekuda kusingafadzi.

"Tinotarisira kuti izvi zvichagadzirisa - uye kazhinji kana zvagadzirisa, zvinogadzirisa zvakanyanya," akadaro Tanners, nyanzvi yemakore makumi maviri muindasitiri yesimbi akanyora mushumo svondo rapfuura waiti "Simbi inochengetwa mudutu."

'Yakafuta zvishoma'

Phil Gibbs, director wezvekutsvagisa simbi kuKeyBanc Capital Markets, vakabvumirana kuti mitengo yesimbi iri padanho risingagarike.

"Izvi zvingaita semafuta emubharero emadhora zana nemakumi manomwe ($170-a-barrel oil). Pane imwe nguva, vanhu vachati, 'Kana izvi zvikaitika, handizotyaira, ndichakwira bhazi,'" Gibbs akaudza CNN Business. "Kururamiswa kwacho kuchave kwakasimba. Ingori nyaya yekuti zvichaitika rini uye sei."

Kunyangwe mitengo yakakwira, kudiwa kwesimbi kwakakwira

Musoro wevhiki rino: Mitengo yesimbi muChina yakwira zvakanyanya pamitengo yezvinhu zvakagadzirwa

Asi kudiwa kwemishonga iyi kuchiri pamusoro, chimwe chikonzero chiripo nekuda kwehurongwa hwekugadzirisa matambudziko pasi rose mushure medenda reCOVID-19.

Vagadziri vese vesimbi vari kutsvaga simbi mumusika vachishaya kuti voshandisa sei.

Semumwe wevagadziri vemavharuvhu vanotungamira muChina

NORTECH Engineering corporation limited, inonzwa kukanganisa kukuru kwemaitiro aya emusika.

Tasangana nechiziviso chekukurumidzira kubva kumakambani anogadzira zvinhu, vatengesi vakakosha vezvikamu zvevharuvhu.

Runyorwa rwemitengo rwese rwapfuura haruchashandi.

Kuwedzera nekukasika neCNY 1000 (US$154) patani yega yega yesimbi yakakandwa/simbi yakakandwa, zvinoreva kuwedzera kwe8% kwesimbi yakakandwa uye kuwedzera kwe13% kwesimbi yakakandwa.

Kune mafekitori mazhinji emavharuvhu ekuChina ane mari iri mukati me10%, zvinodya purofiti kana kutokonzera kurasikirwa.

Kusvika panguva ino, takazivisa vatengi vedu nezvenyaya iyi uye mukana wekuti mitengo ikwire.

Tichataurirana nevatengi nezvemutengo mutsva kana musika wadzikama.

Ticharamba tichipa zvinhu zvemhando yepamusoromavharuvhu eshavishavi,mavharuvhu egedhi,mavharuvhu ebhora,mavharuvhu ekuongororauyezvinosvuurakune vatengi vedu.

Ndapota musazeza kutibata kana muchida rubatsiro.