Intengo yensimbi ifinyelele phezulu kakhulu kunanini ngaphambili, njengoba intengo yemikhiqizo yensimbi yasekhaya yaseShayina nayo ikhuphuka yafinyelela phezulu kakhulu. Nakuba isizini yokuphumula yasehlobo ingaphambili, ukwanda kwentengo yensimbi cishe kuzoqhubeka uma izinkinga zobudlelwano phakathi kweShayina ne-Australia ziqhubeka futhi uma izinhlelo zaseShayina zokunciphisa ukukhiqizwa kwensimbi ziqhubeka.

Intengo yensimbi idlula ama-US$200/ton, okuyirekhodi eliphezulu kakhulu

Ngomhlaka-10 Meyi, intengo yensimbi engenisiwe eShayina evela e-Australia yehle ngo-8.7% yaya ku-US$228/ton ephezulu kakhulu (Fe61.5%, CFR). Intengo yensimbi eningi ikhuphuke ngo-44.0% kulo nyaka kanye no-33.5% kule nyanga. Inhlanganisela yezindaba zezezimali nezepolitiki, kanye nezimo zokuhlinzeka kanye nesidingo, yizona ezibangela ukwanda. I-World Steel Association yabikezela ngo-Ephreli ukuthi ukusetshenziswa kwensimbi emhlabeni wonke kanye naseShayina kuzokhuphuka ngo-5.8% yy kanye no-3.0% yy, ngokulandelana, ngo-2021. Naphezu kokukhuluma kukahulumeni waseShayina ngesidingo sokunciphisa ukukhiqizwa kwensimbi ukuze kuncishiswe ukukhishwa kwekhabhoni, isilinganiso sansuku zonke sokukhishwa kwensimbi engahluziwe saseShayina simi ku-2.4 million tons (+19.3% yy) ezinsukwini eziyishumi zokugcina zika-Ephreli, okuyisilinganiso esisha esiphezulu.

Muva nje iShayina imemezele ukuphela kweNgxoxo Yezomnotho Eqondiswe Ezamaqhinga ne-Australia, iphakamisa ukukhathazeka ngokuthi ukungezwani phakathi kwala mazwe amabili kuzoqhubeka isikhathi eside. IShayina ingenisa cishe u-80% we-iron ore yayo, futhi ukuthembela kwayo e-Australia (u-61% wokungenisa) kungenye into ebangela ukuba intengo ye-iron ore ikhuphuke. Okuphawulekayo ukuthi iShayina ikhombisa ukuzimela okuphezulu ngamalahle, kodwa amanani amalahle abuthakathaka.

Amanani ensimbi aphezulu kakhulu futhi azohlala eqinile isikhathi eside

Ngomhlaka-10 Meyi, intengo ye-HR eShanghai ikhuphuke ngo-5.9% yaya ku-RMB6,670/ton, okuyirekhodi eliphezulu. Intengo ye-HR ejwayelekile yesizwe nayo ikhuphuke ngo-6.5% yy yaya ku-RMB6,641/ton. Amanani ensimbi akhuphuke kakhulu ngenxa yokwenyuka kwamanani ensimbi kanye nezinhlelo zikahulumeni waseShayina zokunciphisa amandla okukhiqiza insimbi. IKhomishini Yentuthuko Nezinguquko Kazwelonke yaseShayina kanye noMnyango Wezimboni Nobuchwepheshe Bolwazi bayale ukuthi kuncishiswe amandla okukhiqiza ezindaweni ezinomoya ongcolile kakhulu (iJing-Jin-Ji, iYangtze Delta, kanye nePearl River Delta) kusukela ngoJuni.

UMengameli waseShayina uXi uthe ukukhishwa kwekhabhoni eShayina kuzofika esicongweni ngo-2030 kanti isizwe sizobe singasadingi ikhabhoni ngo-2060. NgoJanuwari, uhulumeni waseShayina uthe uzonciphisa ukukhiqizwa kwensimbi kulo nyaka ukuze kuncishiswe ukukhishwa kwekhabhoni. Uma ukuncipha kokukhiqizwa kwensimbi kwenzeka, kuzoholela ekukhuphukeni kwamanani emikhiqizo yensimbi. Ubudlelwano obubi phakathi kweShayina ne-Australia cishe buzoholela emananini aphezulu ensimbi, futhi inqubomgomo kahulumeni waseShayina yokunciphisa ukukhiqizwa kulindeleke ukuthi inwebe ukwenyuka kwamanani ensimbi.

Kungase kube nebhamuza eliqhumayo ezitokweni zensimbi.

Ubhubhane lwawisa imboni yensimbi yaseMelika entwasahlobo edlule, lwaphoqa abakhiqizi ukuthi bavale ukukhiqizwa njengoba babelwela ukusinda emnothweni owawuwohloka. Kodwa njengoba ukululama kwaqala, izimayini zaphuza ukuqala kabusha ukukhiqizwa, futhi lokho kwadala ukushoda okukhulu kwensimbi.

Manje, ukuvulwa kabusha komnotho kuqhuba ukukhula kwensimbi okunamandla kangangokuthi abanye bayaqiniseka ukuthi kuzophela ngokukhala.

“Lokhu kuzoba okwesikhashana. Kuyafaneleka kakhulu ukubiza lokhu ngokuthi ibhamuza,” kusho umhlaziyi weBhange laseMelika uTimna Tanners etshela i-CNN Business, esebenzisa “igama elibi” abahlaziyi bezabelo abavela emabhange amakhulu abavame ukuligwema.

Ngemva kokwehla cishe ngama-$460 ngonyaka odlule, amanani ensimbi ye-coil e-US esezingeni eliphezulu manje asecishe abe ngu-$1,500 ngethani, okuyirekhodi eliphakeme cishe kathathu kunesilinganiso seminyaka engama-20.

Amasheya ensimbi ayasha. I-US Steel, eyawa yafinyelela esicongweni ngoMashi odlule ngenxa yokwesaba ukuqothuka, ikhuphuke ngo-200% ezinyangeni eziyi-12 kuphela. I-Nucor ikhuphuke ngo-76% kulo nyaka kuphela.

Nakuba "ukuntuleka nokwesaba" kuphakamisa amanani ensimbi namasheya namuhla, uTanners wabikezela ukushintsha okubuhlungu njengoba ukunikezwa kufinyelela kulokho akuchaze njengesidingo esingathandeki.

“Silindele ukuthi lokhu kuzolungisa — futhi ngokuvamile uma kulungisa, kulungisa ngokweqile,” kusho uTanners, isosha elineminyaka engamashumi amabili embonini yezinsimbi elabhala umbiko ngesonto eledlule onesihloko esithi “Izitokwe zensimbi zisebhamuzeni.”

'Kunegwebu kancane'

UPhil Gibbs, umqondisi wocwaningo lwe-metal equity e-KeyBanc Capital Markets, uvumile ukuthi amanani ensimbi asezingeni elingazinzile.

“Lokhu kungaba njengowoyela ka-$170 ngebhareli. Ngesinye isikhathi, abantu bazothi, ‘Uma lokhu kwenzeka, angiyikushayela, ngizogibela ibhasi,’” kusho uGibbs etshela i-CNN Business. “Ukulungiswa kuzoba nzima kakhulu. Kumane kuyindaba yokuthi kuzokwenzeka nini futhi kanjani.”

Naphezu kokwenyuka kwamanani, isidingo sensimbi siphezulu

Isihloko saleli sonto: Amanani ensimbi aseShayina akhuphuka kakhulu ezindlekweni zezinto zokusetshenziswa eziqopha umlando

Kodwa isidingo sisaphezulu, ngokwengxenye ngenxa yohlelo lokutakula emhlabeni wonke ngemuva kobhubhane i-covid-19.

bonke abenzi bensimbi bafuna izinsimbi zensimbi emakethe ngokuphuthumayo.

Njengomunye wabakhiqizi abaphambili be-valve eShayina

I-NORTECH Engineering corporation limited, izwa umthelela omkhulu walo mkhuba wemakethe.

Sibhekene nesaziso esiphuthumayo esivela kubasunguli bezinto zokwakha, abaphakeli ababaluleke kakhulu bezingxenye zamavalvu.

Lonke uhlu lwamanani lwangaphambilini alusasebenzi.

Ukwenyuka okusheshayo nge-CNY 1000 (US$ 154) ithani ngalinye lezinto ezibunjiwe zensimbi/insimbi, kusho ukwenyuka ngo-8% kwezinto ezibunjiwe zensimbi kanye nokwenyuka ngo-13% kwezinto ezibunjiwe zensimbi.

Kwamafektri amaningi ama-valve aseShayina ane-margin engaphakathi kuka-10%, izodla inzuzo noma ibangele ngisho nokulahleka.

Kuze kube manje, sitshele amakhasimende ethu ngalesi simo kanye nethuba lokwenyuka kwentengo.

Sizoxoxisana ngentengo entsha namakhasimende uma imakethe isizolile.

Sizoqhubeka nokunikeza ikhwalithi ephezuluamavalvu ebhabhathane,amavalvu esango,amavalvu ebhola,ama-valve okuhlolafuthiizihluzokumakhasimende ethu.

Sicela ungangabazi ukuxhumana nathi uma unesidingo.