Musi waApril 6, hozhwa yakavharwa pa5160 uye yakasimuka ne99, iyo yakasimudzirwa nemitemo yakanaka.Zvinotarisirwa kuti hozhwa ichachinja-chinja uye ichisimuka;vhoriyamu inopisa yakavharwa pa5319, kumusoro kwe86, uye ore yesimbi yakavharwa pa926, kusvika 31;
China Steel Network Strategy Analysis:
Rebar:
Kuburitswa kwevhiki nevhiki kwerebar kwadzikira, kunwiwa kuri kuita kwakawedzera zvishoma, uye hesiti yakadzikira zvishoma.Iyo remangwana dhisiki yakakwidziridzwa nemitemo yakanaka uye kuderera kwekugadzirwa kwevhiki nevhiki, uye musika wainetsekana nemanzwiro emusika.Iyo rebar 2210 kontrakiti yakaitirwa munzvimbo yakanyorova, kunyanya mumazuva mapfupi ekutengesa.
Iron Ore:
Kudiwa kwezvigayo zvesimbi kuti zvitange kuvaka kunotarisirwa kukwira, paine purofiti inonzwisisika, masheya akawanda ekuchaja, simbi dzakaunganidzwa, kudzoreredzwa kwezvese, uye gore-negore mamiriro ekudzika kwekutengesa kuri kuderera.Kupihwa kwemigodhi yekune dzimwe nyika kwadzokera kune yakagadzikana uye inodziya, uye muganho wese wekupa muna 2022 uchange uchidziya, uye inventory yechiteshi ikozvino yakwira kusvika padanho repamusoro.
Valuation: Iko kuyerwa kwesimbi purofiti uye coking purofiti inonzwisisika, uye mutsauko uripo pakati pecoil uye screw unonzwisisika.
Trader Tip: rb05, I05 inoshanduka uye yakasimbiswa, ichiri kufanira kusvinura mukati menguva, pfungwa yekure kure uye kushaya simba kwepedyo kunoramba kusingachinji.
Ruzivo rwakakurumbira kubva kuChina Steel Network:
1. Munguva yezororo, mutengo weyakajairwa kabhoni billet muTangshan, Hebei icharamba isingachinji, uye mutengo wesimbi yekuvaka mumusika mukuru uchawedzera.
Munguva yezororo duku refu, billet muTangshan, Hebei yakaramba yakadzikama, pa4,860 yuan / ton, iyo yakanga yakafanana neyo zororo risati rasvika;kunyange zvazvo nzvimbo dzakawanda munyika yose dzakavharwa uye dzakadzorwa, dzakawanda dzemitengo yesimbi yekuvaka mumusika webhizimisi yakasimuka, uye nzvimbo dzesimbi dzenharaunda dzakawedzera mafuta kumoto uye dzakaramba dzichisundira l ex-factory quotation.
MunaFebruary naKurume, China commodity index yakakwira kusvika ku100.9% mwedzi-pa-mwedzi.
Zvinoenderana nedata rakaburitswa neChina Federation of Logistics and Purchasing musi wa5, iyo China Commodity Index (CBMI) muna Kurume yaive 100.9%, kuwedzera kwe0.1 muzana kubva pamwedzi wapfuura, zvichiratidza kuti kudiwa kwemusika wepasi pano kwawedzera. , uye indasitiri inotarisirwa kuramba ichivandudza.Kutenga, kugadzira uye zvimwe zviitiko zvebhizinesi zvakaratidza zviratidzo zvakanaka.
3. China Railway: 350 mamiriyoni ematani emarasha anopisa akatumirwa muchikamu chekutanga
China Railway: Muchikamu chekutanga chegore rino, icharamba ichiita chiitiko chekuona kupihwa kwemarasha anopisa, kupa kutamba kwakazara kune basa rematanho makuru ekufambisa marasha akadai seDaqin, Haoji, uye Wari, nesainzi kugovera zvekufambisa. , kushingaira kusangana nezvinodiwa zvemabhizinesi, shandisa chaiyo yekupisa marasha ekupa garandi, uye kutumira marasha ekupisa.350 miriyoni matani, gore-pa-gore kuwedzera kwe6.5%, uye kuchengetwa kwemarasha mu363 yakananga njanji magetsi emagetsi munyika yose yakaramba iri pamusoro pemazuva 21.7.
Nguva yekutumira: Kubvumbi-06-2022