Xov xwm zoo tau txhawb nqa hnub tom qab roj hmab rov qab los

Lub lim tiam no, kev lag luam khoom lag luam tag nrho tau txuas ntxiv rov qab zoo, ua rau lub khw muaj kev xav zoo, cov khoom siv raw txawv teb chaws tsawg dua li qhov xav tau, tus nqi yuav khoom siv raw muaj zog, thiab sab kev muab khoom txhawb nqa tus nqi roj hmab. Cov kua nplaum tsaus kom tswj tau lub tsev rau khoom, cov khoom siv kua nplaum xim dawb loj hlob qeeb, kev nyuaj siab rau cov khoom muag tau yooj yim dua. Cov yam ntxwv zoo tseem ceeb tswj hwm, thiab kev tsav tsheb ntawm tus nqi roj hmab nce siab.

Vim tias tus nqi roj av thoob ntiaj teb poob qis, qhov chaw ua lag luam khoom lag luam tsis muaj dab tsi, thiab tus nqi roj hmab tau hloov kho rov qab tom qab nce siab. Txij li thaum Lub Kaum Ib Hlis 17, tus nqi roj hmab ntuj tau poob qis (latex tag nrho 13050 yuan / ton, -250 / -1.88%; No. 20 tus qauv Thaib 1490 US dollars / ton, -30 / -1.97%, sib npaug rau 10687 yuan / ton; No. 20 Thai Mix 12200 yuan / ton, -150 / -1.21%).

Sab kev muab khoom tseem zoo

Thaj chaw tsim khoom hauv Thaib teb: Tag nrho cov nag los hauv Thaib teb tau nce ntxiv piv rau lub sijhawm dhau los, kev txiav roj hmab sab qaum teb sab hnub tuaj tsis muaj feem cuam tshuam ntau, cov khoom siv raw tau nce me ntsis, cov nag los ntawm theem sab qab teb, cov roj hmab tsim tawm tseem tsawg dhau, tus nqi yuav khoom siv raw tiag tiag siab dua tus nqi ua lag luam. Cov nqi khoom siv raw yuav nce ntxiv, cov kev thov txawv teb chaws tab tom nce siab, tab sis piv rau kev muag khoom thiab cov nqi khoom siv raw, cov txiaj ntsig ntawm cov nroj tsuag ua tiav tseem poob qis, qhov ntau thiab tsawg thiab tus nqi siab, lub Hoobkas tsis txaus siab rau kev yuav cov nqi khoom siv raw siab, thiab cov khoom xa tuaj feem ntau yog pauv hauv ntau lub hlis. Nws xav tias Thaib teb cov kua nplaum tsim tawm yuav txo qis 20% hauv ib xyoos, thiab nws tseem tsim nyog yuav tsum tau ua tib zoo saib xyuas cov khoom siv raw ntawm Thaib teb lub sijhawm Wang hauv lub sijhawm tom qab.

Thaj chaw tsim khoom hauv Yunnan: Tus nqi yuav khoom siv raw hauv thaj chaw tsim khoom hauv Yunnan muaj zog heev. Thaum lub lim tiam, nag tsawg dua hauv thaj chaw tsim khoom hauv Yunnan, thiab cov khoom siv raw nyob rau hauv lub xeev nruj. Kuv hnov ​​​​tias tus nqi tuaj ntawm Myanmar thiab Laos ntawm Banna Port tau raug txo qis heev, thiab qhov laj thawj rau kev txo qis yog vim ntau ntawm lawv tau ua tiav cov khoom tiav, thiab tus nqi ntawm cov khoom tiav tsis ntau, thiab ntau yam khoom tawm yog nyob rau hauv cov tub luam arbitrage. Qee lub Hoobkas ua tiav tau hais tias qhov pib ua haujlwm hauv lub lim tiam tau raug txo ib nrab, tab sis kuj raug rau kev txo qis ntawm cov khoom siv raw.

Thaj chaw tsim khoom hauv Hainan: Tus nqi yuav khoom siv raw hauv thaj chaw tsim khoom hauv Hainan tau hloov kho tas li. Tam sim no, tus nqi ntawm cov khoom siv raw tseem siab heev, thiab cov neeg ua liaj ua teb ua kua nplaum zoo siab heev, tab sis feem ntau ntawm cov chaw tsim khoom tseem los nag thaum lub lim tiam, uas cuam tshuam rau kev txhawb nqa kev txiav roj hmab. Hnov ​​tias thaum kawg ntawm lub lim tiam, cov kua nplaum sau txhua hnub ntawm cov kob yog kwv yees li ntau dua 3,000 tons, me ntsis txo qis txij li thaum pib ntawm lub lim tiam, tag nrho cov khoom siv kua nplaum tsis txaus, tsis tuaj yeem ua tau raws li qhov xav tau ntawm ntau lub Hoobkas ua khoom, qee lub Hoobkas ntiag tug tau txais tus nqi kua nplaum ntawm 13100-13300 yuan, tus nqi siab yog kwv yees li 13400 yuan. Kev lag luam hauv kev lag luam mis nyuj concentrated yog qhov nquag ua haujlwm thaum lub lim tiam, thiab nrog rau lub caij ntuj no tuaj txog, cov chaw ua khoom tau nce lawv txoj kev txaus siab rau kev sau thiab tsim roj hmab. Tsis ntev los no, muaj nag ntau dua hauv thaj chaw tsim khoom hauv Hainan, thiab qhov kub tau poob qis, muaj qee qhov ua tau ntawm kev txiav ntxov, kev thov hauv tsev luv luv kom them sai sai rau thiab ua raws li kev tsim cov khoom siv raw hauv thaj chaw tsim khoom.

Lub lim tiam no, tus nqi siv peev xwm ntawm Tuam Tshoj cov tuam txhab qauv log tsheb semi-steel yog 78.88%, + 0.19% hli-rau-hli thiab + 11.18% xyoo-rau-xyoo. Lub lim tiam no, tus nqi siv peev xwm ntawm Tuam Tshoj cov tuam txhab qauv log tsheb tag nrho yog 63.89%, 0.32% hli-rau-hli thiab + 0.74% xyoo-rau-xyoo. Tag nrho cov khoom xa tuaj ntawm cov tuam txhab qauv log tsheb semi-steel qeeb me ntsis, thiab cov khoom muag tiav lawm nce me ntsis. Cov khoom muag ntawm txhua lub tuam txhab qauv log tsheb hlau txuas ntxiv mus nce, thiab nyob rau hauv kev muag khoom siab, tus nqi siv peev xwm ntawm cov tuam txhab ib leeg los ntawm kev tswj hwm kev tsim khoom tseem ceeb rub cov tuam txhab qauv qis dua me ntsis.

Saib sab hauv huab cua sov so

Txij li thaum Lub Kaum Ib Hlis 16 txog rau Lub Kaum Ib Hlis 23, 2023, qhov feem pua ​​ntawm "bullish", "bearish" thiab "ruaj khov" hauv kev soj ntsuam qhov sib txawv yog 42.0%, 25.9% thiab 42.0%, raws li. Los ntawm qhov kev xav ntawm kev saib xyuas kev lag luam lub lim tiam no, sab kev muab khoom, cov chaw tsim khoom hauv tsev yuav tsum tsis txhob txiav thaum kawg ntawm lub hlis, thiab muaj xov xwm txo qis kev tsim khoom hauv cov chaw tsim khoom loj xws li Thaib thiab Nyab Laj hauv cov chaw tsim khoom txawv teb chaws, ua rau cov nqi khoom siv raw muaj zog heev; Qhov kev tsim khoom thiab kev muag khoom ntawm cov tuam txhab log tsheb hauv qab ntawm qhov kawg ntawm qhov kev thov qeeb qeeb; Thaum kawg ntawm cov khoom muag, Qingdao cov khoom muag txuas ntxiv mus rau qhov txo qis, cov kua nplaum tsaus txuas ntxiv mus rau qhov chaw khaws cia, thiab cov kua nplaum xim kaj pib khaws cov khoom lag luam; Lub huab cua macro tam sim no sov, tab sis qhov poob tag nrho lossis siab hauv lub sijhawm tom qab tej zaum yuav txaus siab tos yog qhov laj thawj tseem ceeb rau kev kwv yees ntawm kev lag luam roj hmab ntuj thiab kev ruaj khov.

Nws xav tias tseem muaj chaw rau cov txiaj ntsig luv luv

Xav tias lub lag luam roj hmab ntuj luv luv tseem muaj chaw rau kev nce me ntsis. Lub lag luam tau pom qhov kev txhawj xeeb txog qhov ntau ntawm cov khoom siv raw hauv thaj chaw tsim khoom Thaib yav dhau los, thiab thaj chaw tsim khoom hauv tsev yuav nkag mus rau lub sijhawm nres txiav, cov khoom siv raw tsawg hauv lub Hoobkas, cov nyiaj tsis txaus ntawm kev ua tiav tseem muaj kev nyuaj siab rau qhov ntau ntawm cov roj hmab tsim tawm, thiab cov khoom muag hauv Qingdao txuas ntxiv mus rau lub tsev rau khoom, thiab tus nqi roj hmab tseem muaj chaw rau kev nce. Sab kev thov maj mam nkag mus rau lub caij so thaum kawg ntawm lub xyoo, qhov kev thov hloov chaw kawg tsis muaj zog, cov khoom muag tiav ntawm cov tuam txhab tau siv tag, kev tsim kho ntawm cov tuam txhab tseem xav tias yuav tsis muaj zog, kev txaus siab ntawm kev rov ua dua cov khoom siv raw tau raug nias, thiab kev tsav tsheb nce ntawm lub khw muag khoom tau txwv. Xav tias tus nqi muag ntawm cov roj hmab tag nrho hauv kev lag luam Shanghai lub lim tiam tom ntej yuav khiav hauv qhov ntau ntawm 13100-13350 yuan / ton; Tus nqi muag ntawm Thaib teb khiav hauv qhov ntau ntawm 12300-12450 yuan / ton.