Msika wapadziko lonse wazitsulo unakwera mu February. Panthawi yopereka lipoti, ndondomeko yamtengo wapatali yazitsulo zapadziko lonse ya Steel House pa 141.4 points inakwera 1.3% (kuchokera kutsika mpaka kukwera) mlungu uliwonse, 1.6% (mofanana ndi kale) pamwezi ndi mwezi, ndi 18.4 % (mofanana ndi kale) pamwezi ndi mwezi. Pakati pawo, ndondomeko yowonongeka inali mfundo za 136.5, mpaka 2.2% pa sabata (kuwonjezeka kunakulitsidwa); Mndandanda wautali wa matabwa unali 148.4 mfundo, kukwera kwa 0.2% pa sabata (kuchokera pansi mpaka pamwamba); Mndandanda wa Asia unali 138.8 mfundo, kukwera kwa 0.4% (kuchokera pansi mpaka pamwamba) pamwezi ndi sabata. Ku Asia, chiwerengero cha China chinali 132.4 mfundo, kukwera kwa 0,8% (kuchokera pansi mpaka pamwamba); Mndandanda wa America unali 177.6 mfundo, kukwera kwa 3.7% pamwezi pa sabata (kuwonjezeka kwawonjezeka); European index inali 134.5 mfundo zapamwamba ndi 0.8% (kuchokera pansi mpaka pamwamba).
Pambuyo pa kuwongolera mwachidule, mtengo wazitsulo wapadziko lonse unayambiranso kukwera, makamaka kutsimikizira zomwe zachitika kale. Kuchokera pamalingaliro oyambira, misika m'zigawo zonse ikukwera, zomwe zimapatsa makampani chiyembekezo chomwe sichikwanira. Kuchokera pamalingaliro amalingaliro ogwirira ntchito, zomwe zimachitika pambuyo pophatikizira relay ndi kudzikundikira zitha kukhala zaukali. Makamaka pansi pa "zowawa" zachitsulo zomwe zimafuna kuchira pambuyo pa mliri, kumangidwanso pambuyo pa tsoka ndi kuchepetsa katundu, msika ukhoza kupita patsogolo, ndipo malo okwera amatha kuwonetsedwa posachedwa.
Malinga ndi zomwe zikuchitika komanso momwe zinthu ziliri, msika wapadziko lonse wazitsulo ukhoza kupitiriza kusinthasintha ndi kuwuka mu March. (Onani Chithunzi 1)
Kupanga zitsulo padziko lonse mwezi woyamba: kunatsika ndi 3.3%;Kupatula China Mainland, idatsika ndi 9.3%. Malinga ndi zomwe bungwe la World Steel Association linanena, mu Januware 2023, chitsulo chosapanga dzimbiri chamayiko akuluakulu 64 ndi zigawo zomwe zikuphatikizidwa mu ziwerengero za World Steel Association zinali matani 145 miliyoni, kutsika ndi 3.3% chaka ndi chaka, ndikuchepa kwa matani 4.95 miliyoni; Kupanga zitsulo zapadziko lonse (kupatula China Mainland) kudafika matani 65.8 miliyoni, kutsika ndi 9.3% chaka chilichonse, ndipo zotulukazo zidatsika ndi matani 6.72 miliyoni.
ArcelorMittal akukonzekera kuyambitsanso ng'anjo yophulika pafakitale yachitsulo yaku France.ArcelorMittal adanena kuti chifukwa cha kuwonjezereka kosalekeza kwa mitengo ya mbale za ku Ulaya komanso kupititsa patsogolo malonda a magalimoto ku Ulaya m'miyezi ikubwerayi, adaganiza zoyambitsanso ng'anjo ya No. 2 ya French Binhai Foss Steel Plant mu April.
POSCO ikukonzekera kumanga matani 2.5 miliyoni a ng'anjo zamagetsi.POSCO ikukonzekera kuyika ndalama zokwana 600 biliyoni kuti amange ng'anjo yamagetsi yatsopano ndi zida zothandizira zomwe zimatuluka pachaka matani 2.5 miliyoni azitsulo zosungunuka pa Guangyang Steel Plant.
JFE Steel yaku Japan yapitiliza kupanga zitsulo zambiri zamagetsi.JFE Steel idati mzere watsopano wopangira zida zake zosungiramo zitsulo udzakhazikitsidwa mu theka loyamba la chaka chachuma cha 2024, pomwe kutulutsa kwachitsulo chosagwiritsa ntchito magetsi kudzawirikiza kawiri. Akuluakulu a JFE ati akukonzekeranso kuyika ndalama zokwana 50 biliyoni mu 2026 kuti apititse patsogolo mphamvu yazitsulo zamagetsi panyumba yosungiramo zitsulo.
Kuyambiranso kwachuma mwachangu kuposa momwe timayembekezera kunakweza mitengo yachitsulo.Goldman Sachs adati kukwera kwaposachedwa kwamitengo yachitsulo kudachitika makamaka chifukwa chakusinthanso kwa ogulitsa mwachangu kuposa momwe amayembekezerera kuyambiranso kwachuma ku China. Goldman Sachs adatinso amalonda akuyenera kukonzekera kukwera kwamitengo yachitsulo mgawo lachiwiri la 2023.
Mwala wachitsulo wapamwamba kwambiri wa Anglo American ku South Africa unawonjezeka kwambiri.Kunba Iron Mine, kampani yaing'ono ya kampani ya Anglo American ku South Africa ya iron ore, idati njanji ndi madoko amalepheretsa kutumiza kwachitsulo, zomwe zidapangitsa kuti kampaniyo ichuluke kwambiri. Pofika pa December 31, zitsulo zachitsulo zawonjezeka kuchokera ku matani 6.1 miliyoni nthawi yomweyo chaka chatha kufika matani 7.8 miliyoni.
BHP Billiton ali ndi chiyembekezo chokhudza kufunikira kwa zinthu.BHP Billiton adati ngakhale phindu lake mu theka loyamba la chaka chandalama cha 2023 (pofika kumapeto kwa Disembala 2022) linali locheperapo kuposa momwe amayembekezera, anali ndi chiyembekezo chokhudza momwe kufunikira kwake m'chaka cha 2024.
FMG idalimbikitsa kukwezedwa kwa ntchito yachitsulo ya Belinga ku Gabon.Gulu la FMG ndi Republic of Gabon asayina msonkhano wa migodi wa polojekiti yachitsulo ya Belinga ku Gabon. Malinga ndi Msonkhanowu, Ntchito ya Belinga idzayamba migodi mu theka lachiwiri la 2023 ndipo ikuyembekezeka kukhala imodzi mwamalo akuluakulu opanga zitsulo padziko lonse lapansi.
Nippon Iron idzagulitsa ndalama zambiri m'mabizinesi aku Canada.Nippon Iron adati idzayika ndalama zokwana 110 biliyoni (pafupifupi yuan biliyoni 5.6) m'mabizinesi aku migodi ya malasha ku Canada kuti ipeze 10% ya magawo wamba. Panthawi imodzimodziyo, gwiritsani ntchito ndi kuchepetsa mpweya woipa wa carbon dioxide panthawi yopanga chitsulo ndi ufulu ndi zofuna za malasha aiwisi apamwamba.
Mtengo wachitsulo cha Rio Tinto ndi US $21.0-22.5/tani yonyowa.Rio Tinto inatulutsa lipoti lake la momwe chuma chikuyendera cha 2022, ponena kuti phindu la Rio Tinto Group lisanabwere chiwongoladzanja, msonkho, kutsika kwamtengo wapatali ndi kubweza ndalama mu 2022 chinali USD 26.3 biliyoni, kutsika ndi 30% chaka ndi chaka; Cholinga chowongolera kupanga chitsulo mchaka cha 2023 ndi matani 320-335 miliyoni, ndipo chandamale chowongolera mtengo wamtengo wachitsulo ndi 21.0-22.5 madola / tani yonyowa.
South Korea idakhazikitsa thumba la kaboni wochepa kuti lithandizire makampani azitsulo apanyumba kuti achepetse mpweya.Unduna wa Zamalonda, Makampani ndi Mphamvu ku Republic of Korea udati udzakhazikitsa thumba la 150 biliyoni (pafupifupi madola 116,9 miliyoni a US) kuti lithandizire opanga zitsulo zapakhomo pochotsa kaboni panthawi yopanga zitsulo.
Vale amathandizira kukhazikitsidwa kwa labotale yotsika kwambiri ya carbon and hydrogen metallurgy ku Central South University.Vale adati apereka $ 5.81 miliyoni kuti athandizire labotale yatsopano yotsika ya carbon and hydrogen metallurgy ("laboratory yatsopano") yaku Central South University. Laboratory yatsopanoyi ikuyembekezeka kugwiritsidwa ntchito mu theka lachiwiri la 2023, ndipo idzakhala yotseguka kwa ofufuza onse asayansi m'mafakitale amigodi ndi zitsulo.
Msika wachitsulo waku Asia: wokhazikika komanso wokwera.Mndandanda wamtengo wachitsulo wa Steel House pa 138.8 point m'derali unakwera 0.4% mwezi-pa-mwezi (YoY), 0.6% mwezi-pa-mwezi (YoY) ndi 16.6% mwezi-pa-mwezi (YoY). (Onani chithunzi 2)
Malinga ndizipangizo zosalala,mtengo wamsika mwachiwonekere ukukwera. Ku India, ArcelorMittal Nippon Steel India (AM/NS India) ndi JSW Steel onse adakweza mtengo wa koyilo yotentha ndi koyilo yozizira ndi INR 500 / toni (US $ 6 / toni), yomwe idayamba kugwira ntchito pa February 20 ndi February 22, motsatana. Pambuyo posintha mitengo, mtengo wa hot roll (2.5-8mm, IS 2062) ndi 60000 rupees/ton ($724/ton) EXY Mumbai, cold roll (0.9mm, IS 513 Gr O) ndi 67000 rupees/ton ($809/ton ) EXY Mumbai, ndi mbale sing'anga (E250, 20-40mm) ndi 67500 rupees/ton ($817/ton) EXY Mumbai, zonse zomwe sizikuphatikiza 18% GST. Ku Vietnam, mtengo wa coil wotentha ndi 670-685 US dollars/ton (CFR), womwe ndi wofanana ndi mtengo wam'mbuyo. Hejing Iron ndi Steel adalengeza kuti akweza mtengo wa coil wotentha wapanyumba panthawi yobweretsera mu Epulo ndi $60/tani. Pambuyo pakusintha mtengo, mtengo wake ndi: kutsitsa koyilo yotentha ya SAE1006 $699/tani (CIF), koyilo yotentha ya SAE1006 yosatsika ndi SS400 yotentha $694/tani (CIF). Ku United Arab Emirates, mtengo wowunika wa ma coil otentha ochokera kunja ndi 680-740 US dollars/ton (CFR), womwe ndi wofanana ndi mtengo wam'mbuyomu. Malinga ndi nkhani zamsika, mpukutu wotentha waku China ndi 680-690 dollars/ton (CFR), ndipo hot roll yaku India ndi 720-750 dollars/ton (CFR). Mtengo wa coil ozizira ku United Arab Emirates unali 740-760 US dollars/ton (CFR), kukwera 10-40 US dollars/ton. Mtengo wolowera kunja wa pepala lamalati wotentha ndi 870-960 US dollars/ton (CFR), womwe ndi wofanana ndi mtengo wam'mbuyomu. Chakumapeto kwa mwezi wa February, mtengo wapakati wa coil waku China wa SS400 3-12mm wogudubuzika wotentha unali 650 US dollar/ton (FOB), kukwera 15 US dollars/ton kuchokera pamtengo wapitawo. Mtengo wapakati wa SPCC 1.0mm pepala lozizira lozizira komanso koyilo unali 705 dollars/ton (FOB), kukwera madola 5/tani. Koyilo yamalata ya DX51D+Z 1.0mm inali yokwana madola 775 US/ton (FOB), kukwera ndi madola 10 aku US/ton.
Malinga ndimatabwa aatali: mtengo wamsika ndi wokhazikika komanso ukukwera.Ku United Arab Emirates, mtengo wa rebar ndi 622-641 US dollar per ton (CFR), womwe ndi wofanana ndi mtengo wam'mbuyo. Mtengo wa UAE square billet import ndi 590-595 US dollars/ton (CFR), womwenso ndi wofanana ndi mtengo wam'mbuyo. Malinga ndi nkhani, pakali pano, UAE Steel Mill ili ndi dongosolo labwino la rebar, ndipo ogulitsa ma billet akunja akudikirira mawu aposachedwa a UAE Steel Mill kuti abwererenso. Ku Japan, Tokyo Iron ndi Steel adanena kuti chifukwa cha kuchuluka kwa msika, mtengo wake (kuphatikizapo zitsulo zachitsulo) udzawonjezeka ndi 3% mu March. Pambuyo pa kuwonjezeka kwa mtengo, mtengo wa kulimbikitsanso udzawonjezeka kuchokera ku 97000 yen / ton kufika ku 100000 yen / ton (pafupifupi 5110 yuan / ton), ndipo mtengo wazinthu zina udzakhala wosasintha. Akatswiri ena adanena kuti chifukwa cha kukhazikitsidwa kwa ntchito zambiri zomanganso, ndalama zokhudzana ndi kupanga ndi ntchito zina zazikulu, ntchito yomanga ku Japan ikuyembekezeka kukhalabe yolimba kumayambiriro kwa masika ndi kupitirira. Ku Singapore, mtengo wamtengo wapatali wa zitsulo zopunduka ndi 650-660 US dollars pa tani (CFR), kukwera madola 10 US pa tani kuchokera pamtengo wam'mbuyo. Ku Taiwan, China, China Steel Group idakweza mtengo wa mbale zapakati ndi zolemera ndi ma coils otentha operekedwa mu Marichi ndi NT $900-1200/ton (US $30-39.5/ton), ndi mtengo wamakoyilo ozizira ozizira ndi malata otentha. ndi NT $600-1000/tani (US $20-33/tani). Anthu okhudzidwawo adanena kuti kukwera kwamtengoku kudachitika makamaka chifukwa chakukwera kosalekeza kwamitengo yamtengo wapatali, makamaka kukwera kwachitsulo kuchokera ku US $ 2.75 kupita ku US $ 128.75 pa tani (CFR) pamwezi, komanso kukwera kwa malasha aku Australia kuchokera ku US $ 80. pa tani mpaka US $405 pa toni (FOB), kotero kukweza mtengo kunali kofunikira. Chakumapeto kwa mwezi wa February, mtengo wapakati wa zitsulo zopunduka za ku China za B500 12-25mm unali madola 625 US/ton (FOB), kukwera ndi madola 5 aku US/tani kuchokera pamtengo wapitawo.
Ubale wamalonda.Pa February 13, bungwe la Indonesia Anti-dumping Commission linanena kuti liwonanso kutha kwa ntchito yotsutsa kutaya pazitsulo za H-beams ndi I-beams zochokera ku China.
Kafukufuku wachidule:malinga ndi momwe ntchito ikugwirira ntchito komanso momwe zinthu ziliri, msika waku Asia zitsulo mu Marichi ukhoza kupitiliza kusinthasintha ndikuwuka.
Msika wazitsulo waku Europe:anapitiriza kuwuka. Mndandanda wamtengo wachitsulo wa Steel House pa 134.5 point m'derali unakwera 0.8% (kuchokera kutsika mpaka kukwera) pamwezi ndi mwezi, 3% (kuchokera ku convergence) pamwezi ndi mwezi, ndi 18.8% (kuchokera kukulitsa) pamwezi ndi mwezi. (Onani chithunzi 3)
Pankhani ya flat materials,mtengo wamsika unakwera kuposa kutsika. Kumpoto kwa Ulaya, mtengo wakale wa fakitale wa koyilo yachitsulo yotentha ndi 840 dollars/tani, kukwera madola 20/tani kuchokera pamtengo wapitawo. Mtengo wakale wakufakitale wa pepala lozizira lopiringizika ndi koyilo ndi 950 US dollars/ton, womwe ndi wofanana ndi mtengo wam'mbuyomu. Pepala lokhala ndi malata ndi 955 dollars/tani, kutsika ndi 10 dollars/tani kuchokera pamtengo wam'mbuyomu. Malinga ndi nkhani zamsika, mtengo wakale wa koyilo yotentha ya Nordic Steel Plant mu Epulo ndi Meyi ndi 800-820 euros/tani, womwe wakwera ndi 30 euros/tani poyerekeza ndi mtengo wapano, koma mtengo wamaganizidwe a ogula. ndi 760-770 mayuro / tani yokha. Ena mphero zitsulo ananena kuti maoda a koyilo otentha mu April nthawi yobereka anali odzaza. Otenga nawo gawo pamsika akuyembekeza kuti mtengo wa coil wotentha ku Europe udzakwera pang'ono mu Marichi. Chifukwa chake ndikuti malamulo a koyilo yotentha m'mafakitale azitsulo ku Europe nthawi zambiri amakhala abwino, ndipo amakhulupirira kuti ogula adzakhala ndi kufunikira kobwezeretsanso mu Marichi, ndipo mphero zachitsulo ndizokonzeka kukweza mitengo. Komabe, anthu ena adanena kuti kufunikira kwa ma terminal sikunayende bwino, ndipo panalibe chifukwa choti mtengo ukwere kwambiri. Kummwera kwa Ulaya, mtengo wakale wa fakitale wa masikono otentha a ku Italy unali 769.4 euros/tani, kukwera ma euro 11.9/tani kuchokera pamtengo wapitawo. Mtengo wakale wa fakitale wa koyilo yotentha ndi tsiku loperekera mphero yachitsulo yaku Italy mu Meyi ndi 780-800 euros / toni, yomwe ili yofanana ndi mtengo wofika wa 800-820 euros / tani, mpaka 20 euro / tani. Ena mphero zitsulo ananena kuti ma koyilo yotentha malamulo opanga mapaipi mu April nthawi yobereka anali abwino kwambiri, ndipo msika anapitiriza kukhala ndi chiyembekezo. Mu CIS, mtengo wamtengo wapatali wa koyilo yotentha ndi 670-720 US dollars/ton (FOB, Black Sea), yomwe ndi 30 US dollars/tani kuposa mtengo wam'mbuyo (FOB, Black Sea). Mtengo wotumizira kunja wa koyilo yozizira inali 780-820 US dollars/ton (FOB, Black Sea), yomwe idakweranso ndi 30 US dollars/ton (FOB, Black Sea). Ku Türkiye, mtengo wa koyilo yotentha ndi 690-750 dollars/ton (CFR), kukwera madola 10-40/ton. Mtengo waukulu wotumizira ma coil otentha kuchokera ku China kupita ku Türkiye mu Epulo ndi 700-710 US dollars/ton (CFR). Kuonjezera apo, ArcelorMittal adalengeza kuti adasintha mtengo wa mbale ndi ma coil m'madera asanu a ku Ulaya mu May mpaka 20 euro / tani, ndipo mtengo watsopano unali mwachindunji: 820 euro / tani pa mbale yotentha yotentha ndi koyilo; 920 mayuro / tani pa pepala ozizira adagulung'undisa ndi koyilo; Koyilo yachitsulo yovimbidwa yotentha ndi 940 euros/tani, ndipo mitengo yomwe ili pamwambapa ndi mtengo wofikira. Pali zoyembekeza zamakampani. Zida zina zazitsulo ku Ulaya zidzatsatiranso kukwera kwa mtengo.
Mitengo yayitali:mitengo yamsika ikupitilira kukwera. Kumpoto kwa Ulaya, mtengo wakale wa fakitale wa zitsulo zopunduka ndi 765 madola / tani, zomwe ndi zofanana ndi mtengo wapitawo. Ku Türkiye, mtengo wamtengo wapatali wazitsulo zowonongeka ndi 740-755 madola / tani (FOB), yomwe ndi madola 50-55 / tani kuposa mtengo wam'mbuyo. Mtengo wotumiza kunja wa waya ndodo (low carbon network grade) unali madola 750-780 US pa tani (FOB), kukwera madola 30-50 US pa tani. Zimanenedwa kuti chifukwa chachikulu cha zitsulo zopangira zitsulo kuti ziwonjezere mtengo wogulitsa kunja kwa zinthu zazitali ndikuti kumangidwanso kwa malo a tsoka pambuyo pa chivomezicho mosakayikira kudzalimbikitsa kufunikira kwapakhomo kwa mankhwala aatali, komanso kudzayendetsa mtengowo. M'malo mwake, chivomezicho chitatha, mphero zachitsulo za Türkiye nthawi zambiri zidakweza mawu awo akunyumba: mtengo wa fakitale wapanyumba wa rebar unali 885-900 dollars/ton, kukwera madola 42-48 / tani; Mtengo wakale wa fakitale wa waya wa waya unali 911-953 dollars/ton, kukwera madola 51-58/ton.
Kafukufuku wachidule:malinga ndi momwe ntchito ikugwirira ntchito komanso momwe zinthu ziliri, msika wachitsulo ku Europe mu Marichi ungapitirize kusinthasintha ndi kuwuka.
Msika wachitsulo waku America: kuchuluka kwambiri.Mitengo yamtengo wapatali ya Steel House pa 177.6 point m'derali idakwera 3.7% mwezi-sabata (YoY), 2% mwezi-pa-mwezi (YoY), ndi 21.6% mwezi-pa-mwezi (YoY). (Onani chithunzi 4)
Ponena za zipangizo zosalala, mtengo wamsika wakwera kwambiri.Ku United States, mtengo wakale wakufakitale wa mapepala opiringidwa otentha ndi koyilo ndi 1051 US dollars/ton, kukwera madola 114 US/ton kuchokera pamtengo wam'mbuyomu. Mtengo wakale wakufakitale wa pepala lozizira lopiringizika ndi koyilo unali 1145 US dollars/ton, kukwera 100 US dollars/ton. Mbale yapakatikati ndi yolemetsa ndi 1590 US dollars/ton, yomwe ili yofanana ndi mtengo wam'mbuyo. Magalasi otentha anali 1205 US dollars/ton, kukwera 80 US dollars/ton. Potsatira kuwonjezeka kwa mtengo wamtengo wapatali wa zinthu za mbale ndi US $ 50 / tani yaifupi (US $ 55.13 / tani) ndi Cleveland - Cleves, wothandizira wa NLMK ku US adalengezanso kuwonjezeka kwa mtengo wamtengo wapatali wa koyilo yotentha ndi US $ 50 / tani yaifupi. Ena ogulitsa msika adanena kuti malamulo a coil otentha omwe amaperekedwa ndi mphero zambiri za ku America mu April ndi May ndi abwino kwambiri, ndipo kufufuza kwa fakitale kukucheperachepera, kotero kufunitsitsa kupitiriza kuonjezera mitengo kumakhala kolimba. Ku South America, mtengo woitanitsa wa koyilo yotentha ndi 690-730 US dollars/ton (CFR), yomwe ndi 5 US dollars/ton kuposa mtengo wammbuyo. Mtengo waukulu wamtengo wapatali wochokera ku hot roll yaku China kupita kumayiko akugombe la Pacific ku South America ndi 690-710 US dollars/ton (CFR). Lowetsani mawu amitundu ina ya mbale ku South America: koyilo yozizira 730-770 US dollars/ton (CFR), mpaka 10-20 US dollars/ton; Hot-kuviika kanasonkhezereka pepala ndi 800-840 US dollars/tani (CFR), aluminiyamu-zinki pepala ndi 900-940 US dollars/tani (CFR), ndi mbale sing'anga wokhuthala ndi 720-740 US dollars/tani (CFR), zomwe zili pafupifupi zofanana ndi mtengo wam'mbuyo.
Mitengo yayitali:mtengo wamsika nthawi zambiri umakhala wokhazikika. Ku United States, mtengo wakale wa fakitale wazitsulo zazitsulo zopunduka ndi $ 995 / tani, zomwe ziri zofanana ndi mtengo wapitawo. Mtengo wamtengo wapatali wazitsulo zopunduka ndi 965 US dollars/ton (CIF), waya ndodo ya network ndi 1160 US dollars/ton (CIF), ndipo chitsulo chaching'ono ndi 1050 US dollars/ton (CIF), yomwe ili pafupifupi. mofanana ndi mtengo wam'mbuyo.
Ubale wamalonda.Dipatimenti ya Zamalonda ku United States yalengeza kuti yaganiza zoikapo ntchito zosagwirizana ndi mbale zazikuluzikulu ku China ndi South Korea ndikusunga mitengo ya 251% ndi 4.31%, yomwe idzayambe pa February 15, 2023.
Kafukufuku wachidule:malinga ndi momwe ntchito ikugwirira ntchito komanso momwe zinthu ziliri, msika wazitsulo waku America ukhoza kupitiliza kukhala wamphamvu mu Marichi.
Nthawi yotumiza: Mar-03-2023
