Tam sim no, lub teb chaws kub - dov coil lag luam yog nyob rau hauv ib tug tsis muaj zog mov khoom -xav tau kev tshuav nyiaj li cas, nrog rau cov nqi hloov nyob rau hauv siab. Ntawm cov khoom siv, steel mills tau txo cov khoom tsim tawm, ua rau muaj kev sib cog lus hauv tag nrho cov khoom. Txawm li cas los xij, lub siab los ntawm lub peev xwm dhau los thiab cov khoom sib xyaw hloov kho tseem nyob, uas ua rau muaj qhov tsis zoo ntawm cov khoom siv. Thaum cov khoom lag luam tau poob qis, lawv tseem siab dua piv rau tib lub sijhawm xyoo tas los, ua rau muaj kev poob qis rau tus nqi. Ntawm qhov kev xav tau, lub caij tawm - lub caij, ua ke nrog huab cua txwv, txhais tau hais tias qhov kev thov feem ntau yog tsav los ntawm cov kev xav tau tseem ceeb, nrog rau kev cia siab me ntsis ntawm kev loj hlob tseem ceeb. Yog li, qhov kev ua lag luam tiag tiag ntawm kub - dov coils yuav nyob rau yav tom ntej?
Xyoo 2025, lub teb chaws kub - dov coil ua lag luam raws li tag nrho pom cov qauv tsis muaj zog thiab hloov pauv. Raws li kev soj ntsuam cov ntaub ntawv, raws li lub Kaum Ob Hlis 24, tus nqi nruab nrab ntawm 4.75 hli kub- dov coils thoob tebchaws tau tshaj tawm ntawm 3,295 yuan / ton, nqis 214 yuan / tuj xyoo-rau- xyoo, poob ntawm 6.09%, nrog rau kev lag luam tus nqi nruab nrab poob qis. Nyob rau tib lub sijhawm, tus nqi txhua xyoo sib txawv ntawm cov peaks thiab troughs tsuas yog 320 yuan / tuj, ib qho kev nqaim ntawm 738 yuan / tuj piv rau tib lub sijhawm xyoo tas los, qhia tau hais tias qhov txo qis ntawm tus nqi volatility. Qhov no qhia tau hais tias kev sib tw ua lag luam ntawm kev sib tw thiab kev poob siab tau dhau los ua qhov sib npaug, kev cuam tshuam ntawm peev ntawm qhov kub - dov coil chaw ua lag luam tau txo qis, thiab kev xav ntawm kev lag luam yog leaning rau ceev faj. Ntawm qhov tod tes, nws tseem qhia txog qhov pom tseeb ntawm kev lag luam uas 'tawm- lub caij tsis tawm, lub caij nyoog siab tsis yog qhov siab tshaj,' txhais tau tias cov khoom siv raws caij nyoog thiab kev xav tau hloov pauv tsis muaj zog, nrog rau cov khoom lag luam sab saud thiab qis qis feem ntau tau txais ntawm kev thov, ntxiv rau qhov chaw rau cov nqi hloov pauv.
Tam sim no, lub teb chaws kub - dov coil thiab daim ntawv ua lag luam qhia qhov tsis muaj zog ntawm cov khoom siv thiab kev xav tau, thiab qhov chaw ua haujlwm ntawm tus nqi tseem nyob rau hauv siab, hloov pauv thiab tsis muaj zog. Txawm hais tias cov khoom siv sab nraud tau cuam tshuam los ntawm kev cog lus ntawm steel mills cov nyiaj tau los, ua rau kev txiav thiab kev saib xyuas, nrog rau ob qho tib si tso zis thiab kev siv peev txheej poob ib txhij thiab tag nrho cov khoom ntim qis, cov khoom siv siab coj los ntawm kev tso tawm cov peev txheej tshiab thiab kev hloov pauv ntawm ntau yam nyob rau theem pib tsis tau tag nrho digested. Tag nrho cov khoom lag luam tseem nyob hauv lub xeev tsis tshua muaj. Txawm hais tias cov khoom muag sab qhia pom qhov kev poob qis ntawm ob qho kev sib raug zoo ntawm cov khoom lag luam thiab cov khoom lag luam hauv lub Hoobkas, qhov kev txo qis ntawm cov khoom muag tau qeeb vim qhov kev xav tau. Cov khoom muag tag nrho tseem yog xyoo siab heev- ntawm - xyoo, ua rau muaj kev kub ntxhov ntawm kev ua lag luam. Qhov kev thov sab sib txuam nrog cov tsoos off- caij nyoog rau kev noj. Ua ke nrog cov xwm txheej xws li qhov kub tsis tshua muaj nyob rau sab qaum teb thiab maj nrawm kom ua tiav kev tsim kho nyob rau sab qab teb, qhov kev xav tau ntawm cov khoom siv hauv cov khoom siv qis qis thiab cov chaw tsim kho vaj tse tau poob ib txhij. Qhov kev thov pom meej tau poob qis dua qhov tseem ceeb. Lub davhlau ya nyob twg yog tsuas yog ntxiv cov khoom muag rau cov kev xav tau tseem ceeb, thiab kev txiav txim ntau tsis tshua muaj. Qhov kev thov tsis muaj zog yog qhov nyuaj rau kev txhim kho zoo. Zuag qhia tag nrho, ob qho tib si cov khoom siv thiab kev xav tau yog nyob rau hauv lub xeev tsis muaj zog. Cov khoom lag luam siab thiab kev xav tau qis ua rau lub hauv paus ntsoog. Kev them nyiaj yug nqi thiab kev cia siab ntawm txoj cai tsuas tuaj yeem muab kev txhawb nqa hauv qab ib ntus xwb. Nyob rau hauv lub sij hawm luv luv, tus nqi tsis muaj zog nce siab thiab muaj peev xwm tswj tau qhov kev ua haujlwm tsis zoo thiab tsis muaj zog. Nyob rau theem tom ntej, kev tsom xam yuav tsum yog nyob rau ntawm qhov nrawm ntawm cov khoom lag luam ntxiv ua ntej Lub Caij Nplooj Ntoos Hlav, qhov loj ntawm steel mills 'kev txiav ntau lawm, thiab kev siv cov cai macro.
