Kutengeswa uye kudiwa kwakatarisana nemitengo yesimbi isingaenzaniswi inotarisirwa kuwana kutenderera kwekuwedzera

Munguva yezororo reMutambo weChirimo, zvigadzirwa zvepasi rose zvinomiririrwa nemafuta asina kuchena uye London copper zvakaratidza kushanda kwakasimba, ukuwo kushanya kwemumba uye firimu rehofisi data rakaratidza kushanda kwakasimba, zvichiita kuti musika ubate tarisiro yemitengo yepasi pesimbi mushure mezororo. Musi waFebruary 18, misika yesimbi yakavhurwa zvakanaka sezvakarongwa, asi ramangwana rebar uye inopisa-yakaputirwa coil yakaratidza maitiro ekuvhura kwepamusoro uye kuvhara kwakaderera pazuva rekutanga rekutengesa mushure mezororo. Pakupedzisira, zvibvumirano zvikuru zve rebar uye inopisa-yakaputirwa coil yakavhara pasi 1.07% uye 0.88% zvakateerana, ne intraday amplitudes inopfuura 2%. Nekuda kuderera kusingatarisirwe kwemashure ekupedzisira simbi remangwana, munyori anotenda kuti zvikonzero zvikuru zvinogona kunge zvichikonzerwa neanotevera mapoinzi:

Iko kudzokororwa kwemusika wemasheya kwadzikira

Tichitarisa kumashure pamusika kubva pakutanga kwegore, zvese rebar uye A-shares marudzi maviri emidziyo akakanganiswa zvakanyanya ne macroeconomic factor. Maitiro emitengo yeaya maviri anoratidza kuwirirana kwakasimba, uye maA-shares anogara ane chinzvimbo chikuru. Kubva pakutanga kwegore kusvika kutanga kwaFebruary, iyo Shanghai Composite Index yakaramba ichigadzirisa, uye rebar remangwana rakatevera, asi hukuru hwaive hudiki pane musika wemasheya. Kubva iyo Shanghai Composite Index yasvika pazasi muna Kukadzi 5, musika we rebar wakadzikamawo uye wakawedzera, uine diki rebound pane musika wemasheya. Kubva Kukadzi 5 kusvika Kukadzi 19, iyo Shanghai Composite Index yakakwira huwandu hwe275 mapoinzi, uye mushure mekukurumidza rebound munguva pfupi yapfuura, yaswedera kune yakasimba yekumanikidza nhanho yemazuva makumi matanhatu. Kupikisa kuenderera mberi nekuputsa munguva pfupi kwakawedzera. Muchirevo chechinyorwa ichi, remangwana resimbi rakaramba richipera simba nekusimba kweA-shares, uye mirairo pfupi yakanga yaderedzwa uye yakabuda pamberi pehoridhe yakawedzerwa, zvichiita kuti misika itendeuke kubva pakukwira kusvika pakudonha.

Supply and demand zviri in a dual weak stage

Parizvino, kushandiswa kwesimbi kuchiri mu-off-season, uye nekukanganisa kwezororo reMutambo weChitsuwa, kudiwa kwesimbi kuchiri padanho rakaderera gore rino. Kubva pane zvakaitika kare, iyo yakazara simbi inventory icharamba ichiunganidza mwaka mumavhiki mana-5 anotevera. Kunyangwe iyo yazvino hesitori yeanopisa-akatenderedzwa coils uye rebar yakadzikira kubva pamaonero ekarenda yaGregory, kana iyo Spring Festival factor ikafungwa, kureva, kubva pakuona kwekarenda yemwedzi, iyo yazvino yakazara yakazara yerebar yakaongororwa. uye yakaverengerwa i10.5672 matani emamiriyoni, kuwedzera kweanosvika 9.93% zvichienzaniswa nenguva yakafanana gore rapfuura. Dzvinyiriro pane inopisa-yakakungurutswa coils inventory idiki zvishoma, neazvino huwandu hwese hwematani 3.885 miriyoni, kuwedzera kwe5.85% gore-pa-gore. Kudiwa kusati kwatangwa zvechokwadi uye inventory yapera, kukwirira kwesimbi kwesimbi kunogona kukanganisa kuwedzera kwemitengo. Kubva kumakore apfuura, kukwira kwemitengo yesimbi mushure meMutambo weChitsuwa kunowanzo kufambiswa netarisiro huru pane zvakakosha, uye zvinotarisirwa kuti gore rino harizove rakasiyana.

Kunyange zvazvo ramangwana resimbi risina kuwana kutanga kwakanaka pazuva rekutanga rekutengeserana mushure mezororo, munyori achiri nemafungiro ane tariro kune mutengo wekutengesa kwesimbi, kunyanya rebar, mune imwe nguva. Pachikamu chikuru, mumamiriro ezvinhu aripo ekudzvinyirira kwekukura kwehupfumi, misika ine tarisiro yakasimba yekushandiswa kwemitemo yehupfumi. Nenguva pfupi, ine zvakati chechetere zvakakosha, tarisiro yakasimba inotarisirwa kuve iyo huru pfungwa yekutengeserana kwemusika. Padivi rekupa uye kudiwa, kupihwa kwesimbi uye kudiwa kunozopora zvishoma nezvishoma mushure mezororo, uye kutarisisa kunofanirwa kubhadharwa kune kudzoreredza kukurumidza kwekupa uye kudiwa zvakateerana. Musiyano uripo pakati pezviviri izvi unogona kuve wakatarisana nemusika mupfupi mutambo mune ramangwana. Kubva pamaonero ekarenda yemwedzi, kugadzirwa kwevhiki nevhiki kwerebar kwakaderera ne15.44% pane imwe nguva gore rapfuura, uye kugadzirwa kwevhiki nevhiki kwemakoiri anopisa akakwira 3.28% kupfuura nguva imwechete gore rapfuura. Zvinoenderana nekuverenga, iyo yazvino purofiti muganho we rebar uye inopisa-yakakungurutswa coils inogadzirwa nesimbi plant director maitiro.