[Futures Market Analysis]
Hmo ua ntej hnub 8, tus qwj 2105 qhib 4701, hauv qab khaws, qhov siab tshaj 4758, qis tshaj 4701, kaw 4749, nce 31 lossis 0.66%.Qws luv luv - lub sij hawm ib nrab muaj zog, ntau - ib qho khoom lag luam nce ntxiv
[Steel market trends]
Hlau ore: 8 hlau ore chaw muab kev cia siab tias yuav poob 15-25 yuan.Qhov kev ntsuas dav tau poob 3.8 rau $ 174.65 rau hnub Friday yav tsaus ntuj, piv nrog nws qhov nruab nrab txhua hli ntawm $ 176.09.Tangshan kom rov pib hnyav huab cua teb theem 2.Dua rau tsis ntev los no. kev lag luam volatility yog qhov loj, qhov tsis paub meej ntawm txoj cai overlay, tus neeg yuav khoom tos-thiab-pom kev xav yog hnyav, ntawm kev thov rov ua dua lub tsev khaws khoom loj, cov khoom lag luam tsom rau PB hmoov nrog qis dua, cov tuam txhab steel nyiam daim npav zoo thiab cov hmoov zoo. .Iron ore nqi yuav tsum poob siab ua hauj lwm nyob rau lub lim tiam no.Iron ore chaw nres nkoj qhov chaw muab hnub no yuav tsum tau nce los yog poob 15-25 yuan.
Coke: 7 hnub Linfen qib metallurgical coke ex-lub Hoobkas nqi 2600 yuan / tuj se; Weifang theem nrab metallurgical coke ex-lub Hoobkas nqi suav nrog se 2590 yuan / ton; Tangshan quasi theem ntawm metallurgical coke se 2660 yuan / tuj rau Hoobkas Tsis muaj zog coke lag luam Kev khiav haujlwm tsis tu ncua ntawm cov khoom siv, tam sim no tseem muaj thoob ntiaj teb kom muaj peev xwm xav tau, thiab cuam tshuam los ntawm txoj cai pov hwm thaum lub sijhawm ob lub nplhaib, nres lub tsheb thauj khoom thiab tshem tawm cov khoom lag luam, cov khoom lag luam focal yog qhov zoo, thaum lub caij nplooj zeeg. kev lag luam kev txaus siab yuav tsis siab, me ntsis xa khoom nyuaj, coke nqi hauv lub Hoobkas cov khoom lag luam coke xav tau sib txawv, cov neeg ua haujlwm steel zeb tseem siab, kev thov rau coke tseem nyob, txawm li cas los xij, tangshan cheeb tsam nruj dua ib puag ncig txoj cai, thiab ib feem ntawm coke cov khoom muag raws li ib tug tag nrho yog siab, qhov txo qis thov rau coke, coke ua lag luam nyob rau hauv lub sij hawm luv luv yuav tsum tsis muaj zog nyob rau hauv lub lag luam.
Billet: tangshan billet thaum lub asthiv nce ntawm 110 mus rau 4410 yuan / ton, tangshan hauv zos mainstream steel carbon billet ntawm 4410 yuan / ton, tag nrho cov se Hoobkas, cov tub lag luam liab qab nqi 4110 yuan Tangshan billet ncaj clinch a deal lub rooj nyob rau lub asthiv Feem ntau zoo. tam sim no, vim hais tias ntawm tus nqi tseem nyob rau sab siab, billet chaw tsim tshuaj paus tus nqi kom nce lub siab lub ntsws muaj zog, tab sis muab lub downstream dov enterprise thiab ntau lawm raws li ib tug flash nyob rau hauv lub lauj kaub, txwv tsis pub cov lus tso tawm yuav tuaj dua, billet thov tseem txwv, muab thaum lub lag luam yav dhau los tsis muaj kev txhawb nqa ntawm qhov kev thov tiag tiag xav kom luv luv billet nqi nqaim
Kev tsim kho steel: 7 hnub kaw, Beijing lag luam nws steel peb seismic ntsia hlau nqi 4550 yuan / tuj, tshaj li hnub dhau los nce 40; Shanghai lag luam Shagang peb loj qwj 4730 yuan / tuj, nce 60 tshaj hnub dhau los; Guangzhou khw Shaogang peb loj snails 5010 yuan / ton, tiaj tus piv nrog rau hnub Friday dhau los.
Phaj: 7 hnub kaw, Shanghai lag luam kub coil kaw ntawm 4880-4890 yuan / ton, dua li hnub dhau los tus nqi nqes 100; Tus nqi kaw ntawm kub coils hauv Tianjin lag luam yog 4820-4840 yuan / tuj, nqis 80 yuan los ntawm yav dhau los hnub, thaum tus nqi kaw ntawm kub coils hauv Lecong lag luam yog 4930-4940 yuan / ton, nqis 60 yuan los ntawm hnub dhau los.
【Forecasts rau hnub no】
Kev tsim kho steel: billet nce 110 nyob rau lub asthiv, kev ua lag luam kev txhawb nqa muaj zog, tab sis lub ntsiab ntawm cov khoom lag luam loj hlob ruaj khov hauv kev ua haujlwm muaj zog, kev lag luam kev lag luam zoo dua, ua ke nrog kev nqa ntawm Tangshan ib puag ncig tiv thaiv ntau lawm thiab ob. Kev sib tham ntawm lub nroog zoo steel, zuag qhia tag nrho, kev lag luam cov tub lag luam bullish sentiment yog muaj zog.Lub lag luam Beijing xav kom dej steel peb seismic ntsia hlau nqi ntawm 4600 yuan / tuj, 50 yuan / ton siab tshaj hnub dhau los; Shanghai Shagang Class 3 loj snails 4770 yuan / tuj, nce 40 feem pua piv rau hnub dhau los; Guangzhou shaogang peb cov qwj loj 5050 yuan / tuj, 50 yuan / ton ntau dua hnub dhau los.
Phaj: kev ua lag luam, hnub Friday kub yob yav tom ntej kev lag luam thawj zaug tsis muaj zog tom qab muaj zog, Tangshan billet ncaj qha poob 100, pom kev lag luam kev xav tsis zoo, cov neeg lag luam xa khoom nrog qis mus, tab sis nrog rau yav tav su ntim rov ua lag luam cov peev txheej qis qis qis, cov peev txheej qis me ntsis upward.Friday hmo ntuj kaw kev txhawb nqa liab, thaum lub asthiv billet load nce 110 mus rau 4410 yuan / ton, ib feem ntawm lub asthiv tawm ntawm lub lag luam cheeb tsam lub siab lub ntsws boosted dav upward.Xav txog kev nkag siab, nws xav tias kub dov coil phaj yuav muaj zog kho hnub no.Lub ntsiab lus hais nyob rau hauv Shanghai lag luam yog 4980-4990 yuan / tuj, lub ntsiab lus hais nyob rau hauv Tianjin lag luam yog 4910-4930 yuan / ton, thiab cov ntsiab lus hais nyob rau hauv Lecong lag luam yog 4990-5000 yuan / ton.(Source: Fubao Information)
Post lub sij hawm: Mar-08-2021