Mitengo yesimbi yakakwira zvakanyanya, nemitengo yezvigadzirwa zvesimbi zvemumba yekuChina yakwirawo kurekodha zvakakwirira.Kunyangwe zhizha rekunze-mwaka riri pamberi, kukwira kwemitengo yesimbi kungangoenderera mberi kana matambudziko ehukama pakati peChina neAustralia akanonoka uye kana hurongwa hweChina hwekucheka kugadzirwa kwesimbi huchiitika.

Mutengo wesimbi unopfuura US$200/tani, rekodhi yakakwirira

Musi waChivabvu 10, mutengo wesimbi weChina wakatengwa kunze kwenyika kubva kuAustralia wakakwira 8.7% dd kusvika parekodhi-yakakwira US$228/ton (Fe61.5%, CFR).Mitengo yesimbi yakakwira 44.0% gore rino uye 33.5% mwedzi uno.Kubatanidzwa kwemari uye zvematongerwo enyika, pamwe chete nekupa uye kudiwa mamiriro, ndiwo ane mhosva yekuwedzera.Sangano reWorld Steel Association rakafanotaura muna Kubvumbi kuti kushandiswa kwesimbi kwepasi rose neChina kuchakwira 5.8% yy uye 3.0% yy, zvichiteerana, muna 2021. Pasinei nekutaura kwehurumende yeChina nezvekuda kucheka kugadzirwa kwesimbi kuderedza carbon emissions, China yemazuva ose avhareji crude simbi. kubuda kwakamira pa 2.4mn tons (+ 19.3% yy) mumazuva gumi ekupedzisira aApril, iyo zvakare itsva yakakwirira.

China ichangobva kuzivisa kupera kweStrategic Economic Dialogue neAustralia, zvichiratidza kushushikana kuti kunetsana kuri pakati penyika mbiri idzi kuchawedzera.China inotenga kunze kwe80% yesimbi yayo, uye kuvimba kwayo neAustralia (61% yezvinobva kunze) chimwe chinhu chinoita kuti mutengo wesimbi ukwire.Checherechedzo, China inoratidza kuzviriritira kwemarasha, asi marasha mitengo haina simba.

Mitengo yesimbi panguva dzese-yakakwira uye kuti irambe yakasimba kwenguva iripo

Musi waChivabvu 10, mutengo weHR muShanghai wakakwira 5.9% dd kusvika RMB6,670/ton, rekodhi yakakwirira.Mutengo wepakati weHR werudzi wakakwirawo 6.5% yy kusvika RMB6,641/ton.Mitengo yesimbi yakakwira zvakanyanya nekuda kwekukwira kwemitengo yesimbi uye hurongwa hwehurumende yeChina hwekudzikisa kugadzirwa kwesimbi.National Development and Reform Commission yeChina neBazi reIndasitiri neRuzivo rweTekinoroji vakaraira kudzikiswa kwehuwandu hwekugadzira munzvimbo dzine kusvibiswa kwemhepo kwakanyanya (Jing-Jin-Ji, Yangtze Delta, nePearl River Delta) kutanga muna Chikumi.

Mutungamiriri weChina Xi akati carbon emissions yekuChina ichapera panosvika 2030 uye nyika ichange isisina kabhoni panosvika 2060. Muna Ndira, hurumende yeChina yakati ichacheka kugadzirwa kwesimbi gore rino kuderedza kubuda kwecarbon.Kana kugadzirwa kwesimbi kunocheka kuita, kuchaita kuti kukwira kwemitengo yezvigadzirwa zvesimbi.Kuwedzera kushata kwehukama pakati peChina neAustralia kungangotungamira mitengo yakakwira yesimbi, uye mutemo wehurumende yeChinese wekucheka kugadzirwa unotarisirwa kurebesa kukwira kwemitengo yesimbi.

Bhabhu rinogona kunge richibikwa mumatanda esimbi.

Denda iri rakaunza indasitiri yesimbi yeAmerica kumabvi ayo muchirimo chapfuura, ichimanikidza vagadziri kuvhara kugadzirwa sezvo vainetsekana kuti vararame nehupfumi huri kuramba huchikwira.Asi apo kupora kwakwakatanga, zvigayo zvakanonoka kutangazve kugadzira, uye izvo zvakakonzera kushomeka kukuru kwesimbi.

Ikozvino, kuvhurwazve kwehupfumi kuri kufambisa simbi yakasimba zvekuti vamwe vanogutsikana kuti ichaguma nekuchema.

“Izvi zvichange zviri zvenguva pfupi.Zvakakodzera chaizvo kudaidza izvi sebubble, "Muongorori weBhange reAmerica Timna Tanners akaudza CNN Business, achishandisa "b-izwi" iro vanoongorora equity kubva kumabhanga makuru vanowanzo dzivirira.

Mushure mekubvisa mari inosvika madhora mazana mana nemakumi matanhatu gore rapfuura, mitengo yesimbi yekuAmerica inodziya yakamonerwa nesimbi yava kusvika pamadhora chiuru nemazana mashanu patani, rekodhi yakakwira zvakapetwa katatu paavhareji yemakore makumi maviri.

Simbi dzesimbi dziri kutsva.US Steel, iyo yakadonha kusvika yakaderera munaKurume apfuura pakati pekutya kubhuroka, yakakwira 200% mumwedzi gumi nemiviri chete.Nucor yakawedzera 76% gore rino chete.

Nepo "kushomeka uye kuvhunduka" kuri kusimudza mitengo yesimbi nemasheya nhasi, VaTanners vakafungidzira kudzoserwa kunorwadza sezvo kuwanikwa kunobata izvo zvaakatsanangura sekuda kusingafadzi.

"Tinotarisira kuti izvi zvichagadzirisa - uye kazhinji pazvichagadzirisa, zvinogadzirisa zvakanyanya," akadaro Tanners, makumi maviri emakore murwi weindasitiri yesimbi akanyora mushumo svondo rapfuura yakanzi "Steel stocks in bubble."

'A bit frothy'

Phil Gibbs, director of metals equity research kuKeyBanc Capital Markets, akabvuma kuti mitengo yesimbi iri pamazinga asingagoneki.

“Iyi ingangoita $170-a-barrel oil.Pane imwe nguva, vanhu vachati, 'Kana izvi, handisi kuzotyaira, ndichakwira bhazi,' ”Gibbs akaudza CNN Business.“Kururamiswa kunenge kwakanyanyisa.Ingori nyaya yekuti zvinoitika rinhi uye sei."

Pasinei nekukwira kwemitengo, simbi inodiwa zvakanyanya

Musoro wesvondo rino:Mitengo yesimbi yeChina inokwira pamitengo yerekodhi

Asi kudiwa kuchiri pamusoro, pamwe nekuda kwehurongwa hwekudzoreredza pasi rose mushure medenda reCovid-19.

vagadziri vese vesimbi vari kutsvaga simbi pamusika neshungu.

Semumwe wevanotungamira vagadziri vevharuvhu muChina

NORTECH Engineering corporation yakaganhurwa, inzwa kukanganiswa kukuru kweiyi musika maitiro.

Takatarisana nechiziviso chekukurumidzira kubva kune vanovamba, vanonyanya kukosha vatengesi vezvikamu zvevharuvhu.

Yese yapfuura pricelist haisi kushanda zvakare.

Kukurumidza kuwedzera neCNY 1000 (US$ 154) tani imwe neimwe yesimbi yakakandwa / simbi yekukandira, zvinoreva kuwedzera 8% kwesimbi yekukanda uye 13% kuwedzera kwesimbi yakakandwa.

Kune mazhinji emafekitori evharuvhu eChinese ane margin mukati me10%, achadya purofiti kana kutokonzera vakarasika.

Kusvika panguva ino, takazivisa vatengi vedu mamiriro ezvinhu uye mukana wekuwedzera mutengo.

Tichataurirana mutengo mutsva nevatengi kana musika wadzikama.

Ticharamba tichipa zvemhando yepamusorobutterfly mavharuvhu,gedhi mavharuvhu,bhora mavharuvhu,cheki mavharuvhuuyestrainerskune vatengi vedu.

Ndokumbira usazeze kutibata kana uine zvaunoda.