LABARAN DUNIYA
▲ A cikin Afrilu, PMI na Markit da masana'antar sabis PMI duka sun sami matsayi mafi girma.Ƙimar farko na Markit Manufacturing PMI a cikin Amurka a cikin Afrilu shine 60.6, wanda aka kiyasta ya zama 61, kuma darajar da ta gabata ita ce 59.1.Ƙimar farko na masana'antar sabis na Markit PMI a cikin Amurka a cikin Afrilu shine 63.1, kuma ƙimar da aka kiyasta shine 61.5.Ƙimar da ta gabata ita ce 60.4.
v Sin da Amurka sun fitar da sanarwar hadin gwiwa kan tinkarar matsalar sauyin yanayi: An himmatu wajen yin hadin gwiwa da juna, da yin aiki tare da sauran kasashen duniya wajen warware matsalar sauyin yanayi, kasashen biyu na shirin daukar matakan da suka dace don kara zuba jari da samar da kudade don tallafawa masu tasowa. Kasashe daga makamashin burbushin iskar carbon zuwa kore da karancin carbon da canjin makamashi mai sabuntawa.
▲ Taron dandalin Boao na Asiya "Hannun Haɗin Kan Tattalin Arzikin Asiya da Tsarin Haɗin Kai" ya yi nuni da cewa, ana sa ran shekarar 2021, tattalin arzikin Asiya zai sami bunƙasa farfadowa, tare da haɓakar tattalin arzikin da zai kai sama da kashi 6.5%.Annobar har yanzu ita ce babbar canjin da ke shafar ayyukan tattalin arzikin Asiya kai tsaye.
v Sanarwar hadin gwiwa tsakanin Amurka da Japan ta bayyana cewa, shugaban kasar Amurka Biden da firaministan kasar Japan Yoshihide Suga sun kaddamar da kawancen hadin gwiwar sauyin yanayi tsakanin Amurka da Japan;Amurka da Japan sun yi alkawarin daukar kwararan matakan sauyin yanayi nan da shekara ta 2030 da kuma cimma buri na fitar da iskar gas mai gurbata muhalli nan da shekarar 2050 Manufar.
▲ Babban bankin kasar Rasha ya daga darajar kudin ruwa ba zato ba tsammani zuwa kashi 5%, idan aka kwatanta da kashi 4.5% a baya.Babban Bankin Rasha: Saurin dawowa cikin buƙatu da hauhawar hauhawar hauhawar farashin kayayyaki yana buƙatar farkon dawo da tsarin kuɗi na tsaka tsaki.Yin la'akari da matsayin manufofin kuɗi, yawan hauhawar farashin kayayyaki na shekara-shekara zai koma matakin da Babban Bankin Rasha ya yi niyya a tsakiyar 2022, kuma zai ci gaba da kasancewa kusa da 4%.
▲ Kayayyakin da Thailand ke fitarwa a watan Maris ya karu da kashi 8.47% a duk shekara, kuma ana sa ran zai ragu da kashi 1.50%.Kayayyakin da Thailand ta shigo da su a watan Maris sun karu da kashi 14.12% duk shekara, wanda aka kiyasta zai karu da kashi 3.40%.
BAYANIN KARFE
v A halin yanzu, farkon jigilar tan 3,000 na kayayyakin karafa da aka sake yin fa'ida daga kasashen waje da ciniki na kasa da kasa na Xiamen ya kammala aikin fasa kwastam.Wannan shi ne karo na farko da aka shigo da karafa da aka sake sarrafa su daga kasashen waje da kamfanonin Fujian suka rattaba hannu tare da samun nasarar share su tun bayan aiwatar da ka'idojin shigo da tama da karafa da aka sake sarrafa a bana.
Ƙungiyar Iron da Karfe ta China: A cikin Maris 2021, manyan masana'antun ƙarfe da karafa sun samar da jimillar tan 73,896,500 na ɗanyen ƙarfe, ya kai shekara ta 18.15%.Yawan danyen karafa na yau da kullun ya kai tan 2,383,800, ya ragu da wata fiye da wata na 2.61% kuma ya karu da kashi 18.15% a shekara.
▲ Ma'aikatar Masana'antu da Fasahar Watsa Labarai: Ƙaruwar farashin kayayyaki yana da tasiri ga masana'antun masana'antu, amma tasirin yana da tasiri.Mataki na gaba shine ɗaukar matakai tare da sassan da suka dace don haɓaka daidaita farashin albarkatun ƙasa da hana sayan firgici ko tara kuɗi a kasuwa.
▲ Lardin Hebei: Za mu tsaurara matakan sarrafa kwal a manyan masana'antu irin su karfe da kuma karfafa karfin daukar hoto, wutar lantarki da makamashin hydrogen.
▲Farashin billet na Asiya ya ci gaba da hauhawa a wannan makon, inda ya kai wani sabon matsayi cikin kusan shekaru 9, musamman saboda tsananin bukatar Philippines.Tun daga ranar 20 ga Afrilu, farashin albarkatun billet na yau da kullun a kudu maso gabashin Asiya ya kai dalar Amurka $655/ton CFR.
v Ofishin Kididdiga na Kasa: Yawan danyen karafa da ake hakowa a Hebei da Jiangsu ya zarce tan miliyan 10 a watan Maris, kuma adadin da aka samu ya kai kashi 33% na jimillar abin da kasar ke fitarwa.Daga cikin su, lardin Hebei ya zo na daya da danyen karfe da ya kai tan dubu 2,057.7, sai lardin Jiangsu mai tan miliyan 11.1864, lardin Shandong ya zo na uku da tan 7,096,100.
▲ A ranar 22 ga Afrilu, an kafa "Kwamitin Bunƙasa Aikin Ci Gaban Masana'antar Karfe".
KAYAN TEKU DON KWANTA AKAN HANYOYIN KASASHEN KASA
CHINA/ASIYA GABAS - AREWA TURAI
CHINA/ASIYA GABAS - MADDIYANA
ANALYSIS KASUWA
▲ TICKET:
Makon da ya gabata, farashin billet na tsohon masana'anta ya tsaya tsayin daka.A cikin kwanakin aiki huɗu na farko, ana ba da rahoton albarkatun billet ɗin carbon ɗin gama gari na injinan ƙarfe a yankin Changli a 4,940 CNY/Mt gami da haraji, wanda ya ƙaru da 10 CNY/Mt ranar Juma'a da 4950 CNY/Mt gami da haraji.Wurin jujjuyawar ciki yana da iyaka.A farkon matakin, saboda asarar ribar da ake samu na injinan billet a yankin Tangshan, wasu kaɗan sun daina samarwa.A ranar 22 ga makon da ya gabata ne dai masana’antar yin birgima a yankin suka shiga wani yanayi na dakatarwa kamar yadda gwamnati ta tanada.Bukatar billet ɗin ya ci gaba da yin kasala, kuma jimillar kayan ajiyar kayayyaki na gida ya ƙaru zuwa 21.05 na kwanaki huɗu a jere.Duk da haka, wannan bai shafi farashin ba, amma an rage farashin.Maimakon haka, ya dan tashi kadan.Babban abin da ke goyan bayan shine iyakataccen adadin isar da kayan aikin ƙarfe.Bugu da kari, akwai ƙarin ma'amaloli na gaba na billet a ƙarshen Afrilu.Kusa da ƙarshen wata, akwai wasu buƙatun wasu umarni.Ya bayyana cewa, ban da haɓaka da haɓakar katantanwa a wannan makon, farashin billet ya kasance mai girma ta fuskoki da yawa.Ana sa ran cewa farashin billet zai ci gaba da tashi a matsayi mai girma a wannan makon, tare da ƙayyadaddun ɗaki na sama da ƙasa.
▲ IRON ORE:
Farashin kasuwar tama ya tashi sosai a makon da ya gabata.Dangane da ma'adinan da ake samarwa a cikin gida, har yanzu ana samun rarrabuwar kawuna a hauhawar farashin yankin.Ta fuskar yanki, hauhawar farashin foda mai tace ƙarfe a Arewacin China da Arewa maso Gabashin China ya fi na Shandong girma.Daga mahangar Arewacin kasar Sin, farashin foda mai tsafta a Hebei ya haifar da karuwa a arewacin kasar Sin kamar Mongoliya ta ciki da Shanxi.Kasuwar pellet a wasu sassa na Arewacin kasar Sin na samun ci gaba saboda matsanancin karancin albarkatun kasa, yayin da farashin pellet a wasu yankuna ya tsaya tsayin daka na dan lokaci.Daga fahimtar kasuwa, kamfanoni a yankin Tangshan har yanzu suna aiwatar da tsare-tsare na hana samarwa.A halin yanzu, karancin albarkatun foda da pellet da ake samarwa a cikin gida ya sa bukatar kasuwa a wasu yankunan ta zarce bukata.Maƙerin zaɓin ma'adinan albarkatun ƙasa, mai siyarwa yana riƙe tabo mai ƙarfi kuma yana da niyyar tallafawa farashi.
Dangane da ma'adanin da ake shigowa da su daga kasashen waje, tare da goyon bayan manufofi da ribar riba mai yawa, farashin kasuwar tabar karfe ya yi tashin gwauron zabi.Koyaya, abin da ya shafi labarai na ƙuntatawar samarwa a wurare da yawa, farashin kasuwa ya daidaita a kusa da ƙarshen mako.Ta fuskar kasuwar baki daya, farashin karafa na cikin gida na ci gaba da hauhawa, kuma matsakaicin ribar da ake samu kan kowace tan ya karu da fiye da yuan 1,000.Riba mai yawa na farashin karfe yana tallafawa sayan albarkatun ƙasa.Matsakaicin narkakkar kayan aikin ƙarfe na yau da kullun duka sun sake komawa wata-wata da shekara-shekara, kuma abin da aka fitar ya kai wani babban kwanan nan.Kamar yadda labaran kasuwannin karshen mako game da masana'antu a Wu'an, Jiangsu da sauran yankuna da ke tattaunawa kan rage hayaki da hana samar da kayayyaki, yanayin kasuwa yana taka tsantsan ko kuma akwai hadarin sake yin kira.Don haka, idan aka yi la’akari da yanayin tasirin da ke sama, ana sa ran kasuwar tabo ta ƙarfe za ta yi ƙarfi sosai a wannan makon.
▲ COKE:
An kai zagayen farko na tashin kasuwar coke na cikin gida, kuma za a fara zagaye na biyu a kusa da karshen mako.Ta fuskar samar da kayayyaki, an tsaurara matakan kare muhalli a Shanxi.Wasu kamfanonin coking a Changzhi da Jinzhong suna da iyakacin samarwa da kashi 20% -50%.Tanderun Coke guda hudu mai tsayin mita 4.3 da aka shirya janyewa a karshen watan Yuni, sannu a hankali sun fara rufewa, wanda ke da karfin samar da tan miliyan 1.42.‘Yan kasuwa dai sun debo kayayyaki da dama kuma wasu masana’antun sarrafa karafa sun fara cika kididdigar da ake samu na kamfanonin Coke.A halin yanzu, ƙididdiga a cikin masana'antar coke yawanci yana kan ƙananan matakin.Kamfanonin Coke din sun ce wasu nau'ikan Coke din sun daure kuma ba za su karbi sabbin kwastomomi ba a yanzu.
Daga bangaren bukatu, ribar masana'antar karafa ta yi daidai.Wasu masana’antun karafa da ke da bukatu na samar da kayayyaki marasa iyaka sun kara yawan samar da kayayyaki, wanda ke haifar da bukatar sayan coke, kuma wasu masana’antun karafa da ke da karancin kayayyaki sun fara cika rumbun ajiyarsu.Kusa da karshen mako, babu alamun annashuwa na hana kare muhalli a Hebei.Koyaya, wasu tsire-tsire na ƙarfe har yanzu suna kula da yawan amfani da coke.Kayan coke a cikin masana'antar karfe yanzu an cinye ƙasa da madaidaicin matakin.Bukatar siyan coke ya sake komawa a hankali.Ƙimar coke a cikin ƴan tsire-tsire na karfe yana da ɗan kwanciyar hankali na ɗan lokaci.
Idan aka yi la’akari da halin da ake ciki a halin yanzu, kamfanonin Coke suna jigilar kayayyaki cikin kwanciyar hankali, kuma buƙatun hasashen da ake samu a kasuwannin bayan fage ya fi yin tasiri, wanda ke haifar da wadata da buƙatu na kasuwar Coke don ingantawa, tare da ƙarancin wadatar wasu albarkatu masu inganci, wasu coke. kamfanoni suna da tunanin rashin son siyarwa da jira girma, kuma saurin isar da saƙo yana raguwa., Ana sa ran kasuwar coke na cikin gida na iya aiwatar da zagaye na biyu na karuwa a wannan makon.
Lokacin aikawa: Afrilu-23-2021