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

Lub lim tiam no, tag nrho cov khoom lag luam kev lag luam txuas ntxiv rov qab mus rau qhov zoo sib xws, txhawb kev lag luam bullish kev xav, tus nqi ntawm cov khoom siv txawv teb chaws tsawg dua li qhov xav tau, tus nqi yuav khoom ntawm cov khoom siv raw khoom muaj zog, thiab cov khoom lag luam txhawb nqa cov khoom lag luam. tus nqi roj hmab. Tsaus kua nplaum los tswj lub tsev khaws khoom, lub teeb-xim kua nplaum cov khoom lag luam kev loj hlob qeeb, cov khoom lag luam siab tau yooj yim. Qhov tseem ceeb ntawm qhov zoo tshaj yog tswj hwm, thiab kev nce siab ntawm cov nqi roj hmab muaj zog.

Los ntawm lub caij nplooj zeeg ntawm cov nqi roj av thoob ntiaj teb, cov huab cua ntawm cov khoom lag luam yog khoob, thiab cov nqi roj hmab raug kho rov qab tom qab nce. Raws li lub Kaum Ib Hlis 17, tus nqi ntawm cov roj hmab ntuj poob (tag nrho cov latex 13050 yuan / ton, -250/-1.88%, No. ton; No. 20 Thai Mix 12200 yuan/ton, -150/-1.21%).

Qhov chaw muab khoom tseem zoo

Thaj chaw tsim khoom hauv Thaib teb: Tag nrho cov nag lossis daus hauv Thaib teb tau nce ntxiv piv rau lub sijhawm dhau los, kev ua haujlwm ntawm cov roj hmab sab qaum teb sab hnub tuaj muaj kev cuam tshuam me ntsis, cov khoom siv raw cov ntaub ntawv qhia tau hais tias muaj qhov sib txawv me ntsis, nag lossis daus ntawm yav qab teb, cov khoom siv roj hmab tseem tsawg dhau. , tus nqi yuav khoom ntawm raw khoom yog siab dua tus nqi lag luam. Cov khoom siv raw cov nqi yuav tsum muaj zog, kev tshaj tawm txawv teb chaws tau nce, tab sis piv nrog cov muag khoom thiab cov khoom siv raw khoom, cov nyiaj tau los ntawm cov khoom lag luam tseem yog lub xeev poob, qhov ntau me me thiab tus nqi siab, lub Hoobkas tsis txaus siab. hais txog qhov tau txais cov nqi raw khoom siab, thiab cov khoom xa tuaj feem ntau yog pauv mus rau ntau lub hlis. Nws cia siab tias Thaib cov kua nplaum yuav txo qis 20% hauv lub xyoo, thiab tseem yuav tsum tau ua tib zoo saib xyuas cov khoom siv raw ntawm Thaib lub sijhawm Wang nyob rau lub sijhawm tom ntej.

Yunnan ntau lawm cheeb tsam: Tus nqi yuav khoom ntawm cov khoom siv raw hauv thaj chaw tsim khoom Yunnan muaj zog. Thaum lub sij hawm lub lim tiam, nag lossis daus nyob rau hauv Yunnan cheeb tsam tsim muaj tsawg dua, thiab cov ntaub ntawv raw yog nyob rau hauv ib tug nruj lub xeev. Kuv hnov ​​​​tias cov nyiaj los ntawm Myanmar thiab Nplog ntawm Banna Port tau raug txo kom tsawg, thiab qhov kev txo qis yog vim muaj ntau yam ntawm lawv tau ua tiav, thiab cov khoom tiav tsis ntau, thiab ntau yam cov khoom tawm yog nyob rau hauv arbitrage traders. Qee cov chaw ua haujlwm tau hais tias qhov pib ua haujlwm nyob rau hauv lub lim tiam tau raug txo qis, tab sis kuj raug txo qis ntawm cov khoom siv raw.

Hainan ntau lawm cheeb tsam: Tus nqi yuav khoom ntawm cov khoom siv raw hauv Hainan ntau lawm cheeb tsam yog kho tsis tu ncua. Tam sim no, tus nqi ntawm cov khoom siv raw tseem tseem siab, thiab kev txaus siab ntawm cov neeg ua liaj ua teb cov kua nplaum yog qhov zoo, tab sis feem ntau ntawm cov chaw tsim khoom tseem los nag nyob rau lub asthiv, uas cuam tshuam rau kev txhawb nqa kev txiav cov roj hmab. Tau hnov ​​​​tias thaum kawg ntawm lub lim tiam, cov kua nplaum niaj hnub khaws cia ntawm cov kob yog kwv yees li 3,000 tons, txo qis me ntsis txij li pib lub lim tiam, tag nrho cov kua nplaum tsis txaus, tsis tuaj yeem ua tau raws li cov kev xav tau ntawm cov khoom lag luam ib txwm muaj. ntau yam ua cov nroj tsuag, qee lub tuam txhab ntiag tug tau txais cov kua nplaum ntawm 13100-13300 yuan, tus nqi siab yog li 13400 yuan. Kev lag luam hauv lub khw muag khoom noj mis nyuj yog qhov tseem ceeb rau lub lim tiam, thiab nrog rau lub caij ntuj no tuaj txog, cov nroj tsuag ua haujlwm tau nce lawv txoj kev txaus siab rau kev sau thiab tsim khoom. Tsis ntev los no, muaj nag lossis daus ntau hauv Hainan ntau lawm, thiab qhov kub thiab txias tau poob, muaj qee qhov ua tau ntawm kev txiav thaum ntxov, luv luv hauv tsev xav tau los ua tib zoo mloog thiab ua raws li cov khoom siv raw hauv thaj chaw tsim khoom.

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

Saib sab hauv qhov cua sov

Txij lub Kaum Ib Hlis 16 txog Lub Kaum Ib Hlis 23, 2023, qhov kev faib ua feem ntawm "bullish", "bearish" thiab "ruaj khov" nyob rau hauv cov qauv kev soj ntsuam yog 42.0%, 25.9% thiab 42.0%, feem. Los ntawm kev saib xyuas kev xav ntawm kev ua lag luam lub lim tiam no, cov khoom lag luam, cov chaw tsim khoom hauv tsev yuav tsum tsis txhob txiav thaum kawg ntawm lub hli, thiab muaj cov xov xwm txo qis hauv cov khoom lag luam loj xws li Thaib thiab Nyab Laj hauv thaj chaw tsim khoom txawv teb chaws, ua raw khoom nqi kuj muaj zog; Kev tsim khoom thiab kev muag khoom ntawm cov khoom lag luam qis qis ntawm qhov kev thov kawg yog qeeb; Thaum kawg ntawm cov khoom muag, Qingdao cov khoom lag luam txuas ntxiv txo qis, cov kua nplaum tsaus ntxiv mus rau qhov chaw cia, thiab cov kua nplaum nplaum nplaum pib sib sau ua ke; Tam sim no macro huab cua sov, tab sis tag nrho los yog siab poob nyob rau hauv lub sij hawm tom qab tej zaum yuav txaus siab tos yog lub ntsiab yog vim li cas rau lub forecast ntawm lub ntuj roj hmab kev lag luam kev xav thiab stability.

Nws cia siab tias tseem muaj chaw rau cov txiaj ntsig luv luv

Nws cia siab tias lub sijhawm luv luv ntawm kev lag luam roj hmab ntuj tseem muaj chaw rau qhov nce me me. Kev ua lag luam tau paub txog qhov kev txhawj xeeb ntawm cov khoom siv raw hauv thaj tsam yav dhau los ntawm Thaib teb, thiab thaj chaw tsim khoom hauv tebchaws tab tom yuav nkag mus rau lub sijhawm txiav txiav, cov khoom siv tsis tshua muaj cov khoom siv hauv lub Hoobkas, cov txiaj ntsig tsis txaus ntawm kev ua tiav. tseem muaj kev ntxhov siab ntawm cov roj hmab ntau lawm, thiab cov khoom lag luam superimposed Qingdao txuas ntxiv mus rau lub tsev khaws khoom, thiab cov nqi roj hmab tseem muaj chaw nce. Qhov kev thov sab nraud maj mam nkag mus rau lub caij off-season thaum kawg ntawm lub xyoo, qhov kev xav tau hloov pauv tsis muaj zog, cov khoom muag ntawm cov khoom lag luam tiav lawm, kev tsim kho ntawm cov tuam txhab tseem xav tias yuav tsis muaj zog, kev txaus siab ntawm cov khoom siv raw khoom ntxiv tau raug nias. , thiab kev nce siab ntawm lub khw muag khoom tau txwv. Nws cia siab tias qhov chaw tus nqi ntawm cov latex tag nrho hauv Shanghai lag luam lub lim tiam tom ntej yuav khiav hauv thaj tsam ntawm 13100-13350 yuan / tuj; Tus nqi ntawm Thaib teb yog khiav ntawm 12300-12450 yuan / ton.