Izimpahla eziningi zibone ukwehla okukhulu enyangeni edlule.Emakethe yesikhathi esizayo, i-amplitude ye-rebar, insimbi yensimbi kanye nethusi lase-Shanghai ngemali eyengeziwe ye-sedimentary ibe ngu-16%, 26% no-15% ngokulandelanayo.Ngokungeziwe ezintweni eziyisisekelo, ukukhuphuka kwezinga lenzalo ye-Fed kuyisici esikhulu esinomthelela omkhulu.
Uma ulandelela emuva iketango lendwangu, ukwehla kukakotini kanye nezinkontileka ezinkulu ze-PSF ngokulandelana kwazo ku-25% (5,530yuan/mt) kanye no-15% (1,374yuan/mt), kuyilapho i-VSF ikhuphuka ngo-1,090yuan/mt ngesikhathi. isikhathi.Eqinisweni, ukuthi intengo ye-VSF noma ukusabalala kukakotini, i-PSF ne-VSF ngoMashi 2021 yenze okufanayo, kodwa ingemuva lishintshile.
Umehluko ubhalwe ngezansi:
1. Kukhona izinguquko esimweni esikhulu, kusukela ekukhishweni kwezimali emhlabeni jikelele ngonyaka odlule kuya emfundweni yemali etholakalayo njengamanje, kodwa imali yaseShayina iseyiningi.
2. Izinguquko eziyisisekelo kanye nezinqubomgomo zikakotini (ukuvinjelwa ukotini we-Xinjiang) kubangele ukwehla okukhulu kwentengo kakotini waseShayina.
3. Ushintsho ezindlekweni ze-VSF.Uma kuqhathaniswa no-2021, izindleko zokukhiqiza zicishe zibe ngu-1,600yuan/mt ngaphezulu, futhi izindleko zempahla eluhlaza (i-pulp) zicishe zibe ngu-1,200yuan/mt ngaphezulu.Ngakho-ke, inzuzo yehlisiwe isuka ku-2,000yuan/mt ngonyaka odlule yaya ku -900yuan/mt kulo nyaka.
4. Ushintsho kuzinga lokusebenza, elicishe libe ngamaphesenti angu-5 ngaphansi kwalelo langonyaka odlule.
5. Ushintsho ekulindelweni.Ngonyaka odlule, bekulindelwe ukwehla kwamandla emali okubangelwe ukukhishwa kwemali kanye nokusimama komnotho womhlaba, kodwa manje sekulindeleke ukuthi kube nokuwohloka komnotho emhlabeni.
Okuwukuphela kwento efanayo ukuthengiswa okuhle kwangaphambili kwe-VSF.Ngo-2021, i-VSF yaqala ukwehla kakhulu ngemva kokuhamba emaceleni ngezinga eliphezulu cishe inyanga eyodwa nengxenye.Manje kuya ngokuthi ngabe ukhona yini umfutho oqinile wokusekela i-VSF ezingeni lamanje noma ukukhuphuka okwengeziwe.Uma kubhekwa umehluko oshiwo ngenhla, iphuzu lokuqala nelesihlanu ngokusobala alinamathuba amahle.Amaphuzu esithathu nesine (izindleko nokuhlinzeka) angakwazi ukusekela i-VSF, kodwa ngenkathi ukunikezwa kuncipha, isidingo siyancipha, ngakho ukunikezwa akwanele ukusekela i-VSF.Okwesibili, ukuqaliswa kokuvinjelwa ukotini we-Xinjiang kungase kuholele kubasebenzisi abangaphansi komfula ukuthi bafune ezinye izindlela ezifana nokotini ongenisiwe noma eminye imicu.I-VSF iyinketho, kodwa isabelo emakethe yaseShayina singathathwa ukotini, ngakho-ke kunzima ukusho ukuthi i-bullish noma i-bearish factor.
Sengiphetha, uma kuqhathaniswa nonyaka odlule, imvelo enkulu ilethe izici ezingezinhle ku-VSF.Njengamanje, izindleko kanye nevolumu yangaphambi kokudayiswa yizici ezinamandla ezisekela intengo ye-VSF, ngakho-ke kufanele sinake izinguquko kulezi zici ezimbili.Ngokufanayo nonyaka odlule, ukuguqulwa kwemicu ehlukene ekusetshenzisweni komfula kuyaphawuleka lapho ukusebenza kwezindleko ze-VSF kuncipha kakhulu.
Isikhathi sokuthumela: Jul-25-2022