Ishishini ngokubanzi likholelwa ukuba imeko ngo-2022 iya kuba yivila ngakumbi kunango-2015. Izibalo zibonisa ukuba ukususela ngoNovemba 1, inzuzo yeenkampani zensimbi zasekhaya zazimalunga ne-28%, oku kuthetha ukuba ngaphezu kwe-70% yeentsimbi zetsimbi zikwimeko yokulahlekelwa.
Ukususela ngoJanuwari ukuya kuSeptemba 2015, ingeniso yentengiso yamashishini amakhulu kunye naphakathi kwentsimbi kwilizwe lonke yayiyi-2.24 yezigidigidi zeeyuan, ukwehla konyaka-ngonyaka ngama-20%, kwaye ilahleko iyonke ibe yi-28.122 yeebhiliyoni zeeyuan, apho ishishini eliphambili lalahlekelwa yi-55.271 yebhiliyoni ye-yuan. Xa sijonga kwizixhobo zophando, umthamo welizwe wenyanga wemveliso ophantse ube ziitoni ezingama-800,000 ukwimeko yokutshona. Ukubuyela kwi-2022, imarike yentsimbi yalo nyaka ibonakala iphinde yadibana nengxaki efanayo. Emva kweminyaka emithathu yemarike yenkomo, amaxabiso ezinto eziluhlaza zensimbi, ezifana nentsimbi kunye ne-coke, sele eqalile ukuwa ukusuka kumazinga aphezulu, kwaye kukho iimpawu zokungena kwimarike yeebhere. Abanye abahlobo baya kubuza, ngaba ixabiso lensimbi liya kuwela kwindawo ephantsi kakhulu kwi-2015 kwimarike enkulu yeebhere kwimarike yensimbi eqala ngo-2022? Inokuphendulwa apha ukuba akukho ukuphazamiseka kwezinye izinto eziphambili, ixabiso eliphantsi kakhulu lentsimbi engaphantsi kwe-2,000 yuan / ton kunzima ukuvelisa.
Okokuqala, akungabazeki ukuba ukuhla kwexabiso lentsimbi kuye kwasekwa. Okwangoku, amaxabiso e-iron ore kunye ne-coke, izinto eziphambili zentsimbi, zisekho kumjelo ongezantsi. Ngokukodwa, ixabiso le-coke lisengaphezulu kwe-50% ephezulu kunexabiso eliphakathi kwiminyaka, kwaye kukho indawo eninzi yokuhla kwixesha elizayo. Okwesibini, emva kweminyaka yohlaziyo lwecala lokubonelela, phantse zonke iincinci zentsimbi zihoxisiwe kwiimarike, ukuxinwa kweshishini lensimbi yasekhaya kuye kwaphuculwa kakhulu, kwaye i-phenomenon yezixhobo ezincinci zensimbi aziyi kuphinda zibonakale zingahambi kakuhle kwimarike yensimbi.
Ngobusuku bokugqibela, i-Federal Reserve iphakamise inzala ngamanqaku angama-75 kwakhona, kwaye umngcipheko wokudodobala koqoqosho lwehlabathi uye wanda kakhulu. Nangona amaxabiso eemveliso achatshazelwa yimeko yaseYurophu, kusekho indawo yokwehla kwamaxabiso ezinto ezithengiswayo njengoko imfuno yemveliso yemizi-mveliso iyancipha. Kwiintsuku ezilishumi zokuqala zikaNovemba, phantsi kweemeko zokuba i-macro fundamentals ayiqinisekanga kakhulu, amathuba okuqhubeka nokuhla kobuthathaka kuphezulu kakhulu emva kokuba ixabiso lentsimbi kunye nentsimbi yezinto eziluhlaza ziphinde zavela kwi-oversold.
Ixesha lokuposa: Nov-04-2022
