Ingabe ukuthengiswa kwensimbi yaseChina kungahlala kuphezulu ngoMashi?

Idatha yakamuva evela ku-General Administration of Customs ibonise ukuthi ngoJanuwari-February 2024, i-China yathumela amathani ayizigidi ezingu-15.912 ensimbi, akhuphuka ngo-32.6% unyaka nonyaka;ingenise amathani ensimbi angu-1.131 million, ehle ngo-8.1% unyaka nonyaka.Ukuthunyelwa kwensimbi yonke emazweni angaphandle kusakhombisa ukukhula okubukhali konyaka nonyaka.

Ebuhleni bentengo yokuthekelisa kanye nemiyalo yangaphambili eyanele eqhutshwa yizinyanga ezi-2 zokuqala zalo nyaka, ukuthunyelwa kwensimbi yaseShayina kwamanye amazwe kukhuphuke kakhulu unyaka nonyaka, kuyilapho ukuthengwa kwensimbi kwamanye amazwe kusaqhubeka nokuba nesimo esiphansi.Ezinyangeni ezi-2 zokuqala zalo nyaka, i-network ye-net yensimbi yase-China ethunyelwa ngaphandle kwamathani ayizigidi ezingu-14.781, okuwukunyuka ngo-34.9% unyaka nonyaka, izinga lokukhula lokwehla konyaka odlule ngamaphesenti angu-10,7.

Ngesikhathi esifanayo, insimbi yaseChina ithunyelwa kwamanye amazwe, kanye nokungeniswa kwamanye amazwe kwezici eziningana ezifanele ukunakwa.

Okokuqala, umkhakha wezokukhiqiza emhlabeni wonke uthuthuka kancane kancane, kuyilapho isidingo sethu sangaphandle sisengaphansi kwengcindezi.

Njengamanje, i-PMI yokukhiqiza yomhlaba wonke (Inkomba Yemenenja Yokuthenga) isithuthuke, ingcono kancane kune-Q4 2023, okubonisa ukuthi umnotho womhlaba uzinzile uma kuqhathaniswa.Idatha ye-China Federation of Logistics and Purchasing ikhombisa ukuthi ngoFebhuwari 2024, i-PMI yokukhiqiza emhlabeni wonke yayingama-49.1%, yehle ngamaphesenti angama-0.2 ukusuka enyangeni edlule, inyanga yesibili ilandelana ngaphezu kwama-49.0%, ingaphezulu kwezinga elijwayelekile lama-47.9% kwikota yesine. ka-2023, okubonisa ukusimama okuqhubekayo komkhakha wezokukhiqiza emhlabeni jikelele.

Ikhoyili yensimbi egoqiwe eshisayo

Ngaphakathi, ngoFebhuwari, inkomba yaseShayina ekhiqiza ama-oda amasha wokuthekelisa yayingamaphesenti angu-46.3, yehle ngamaphesenti angu-0.9 kusukela ngonyaka odlule, okubonisa ingcindezi ethile esidingweni sethu sangaphandle.

Insimbi Ejingiwe Eshisayo Emakhoyili

Okwesibili, ukutholakala kwezimakethe zensimbi phesheya kwaqhubeka nokukhula.

NgoJanuwari 2024, ukukhiqizwa kwensimbi engahluziwe emhlabeni wonke kubonise ukwehla konyaka nonyaka.Imininingwane ye-World Steel Association ikhombisa ukuthi ngoJanuwari, ukukhiqizwa kwensimbi engahluziwe emhlabeni wonke emazweni angama-71 nezifunda ezifakwe ezibalweni bekungamathani ayizigidi eziyi-148.1, ukwehla konyaka ngonyaka ngo-1.6%.Ngesikhathi esifanayo, ukukhiqizwa kwensimbi phesheya kwezilwandle kwabonisa ukuphindaphinda konyaka nonyaka.

NgoJanuwari 2024, ukukhiqizwa kwensimbi emazweni nasezifundeni emhlabeni jikelele ngaphandle kwaseShayina kwaba amathani ayizigidi ezingama-70.9, kwakhuphuka amathani ayizigidi ezi-2.6 kusukela ngonyaka owedlule, kwakhuphuka ngo-7.8% unyaka nonyaka, nezinga lokukhula lincipha ngamaphesenti angu-1.0 uma kuqhathaniswa. ngalokho ngoDisemba wonyaka odlule, idatha yabonisa.

Okwesithathu, inzuzo yentengo yokuthekelisa yensimbi yaseChina isekhona.

Njengamanje, inzuzo yentengo yokuthekelisa yensimbi yaseChina isekhona.Idatha yokuqapha iLange Steel Research Center ikhombisa ukuthi kusukela ngoMashi 6, India, Turkey, amazwe eCIS,insimbi egoqiwe eshisayoama-coil export quotes (FOB) ayengama-615 US dollars/tonne, 670 US dollars/tonne, 595 US dollars/tonne, kanti izingcaphuno zaseShayina ezishisayo ezigoqiwe zensimbi zamadola angama-545 US dollar/tonne, ngokulandelana, uma kuqhathaniswa nezilinganiso zokuthekelisa zaseNdiya ezingaphansi 70 US dollars/tonne, ngaphansi kuka-Turkish 125 US dollars/tonne, ngaphansi kwamazwe e-CIS ingaphansi kuka-50 USD/tonne.

Insimbi Ejingiwe Eshisayo Emakhoyili
Insimbi Ejingiwe Eshisayo Emakhoyili

Okwesine, inkomba ye-oda yokuthekelisa yensimbi yaseShayina yabuyela endaweni yokufinyela futhi.

Kusukela kudatha ye-oda yokuthekelisa embonini yensimbi, ngenxa yokutholwa kabusha kokuhlinzekwa phesheya kwezilwandle, inkomba yama-oda wokuthekelisa embonini yensimbi yaseChina ingaphansi kwengcindezi, ngoFebhuwari, inkomba entsha yama-oda wokuthekelisa yamabhizinisi ensimbi yayingamaphesenti angama-47.0, yehle ngamaphesenti angama-4.0, yaphinde yehla. emuva endaweni yokufinyela, okuzoba yisigaba sakamuva sokuthunyelwa kwensimbi kwe-China ukuze kwakheke umkhawulo.

Okwesihlanu, esikhathini esifushane, ukuthunyelwa kwensimbi kwamanye amazwe kuzobonisa unyaka nonyaka, izilinganiso zamaketango zishintshashintsha kancane.

Uma kucatshangelwa izinyanga ezi-2 zokuqala zalo nyaka, isilinganiso sanyanga zonke saseChina sokuthunyelwa kwensimbi ngaphandle kwamathani ayizigidi ezingu-7.956, okubonisa izinga eliphezulu lokuthekelisa, okuhambisana nokuthunyelwa kwensimbi kwamanye amazwe ngoMashi 2023 okungamathani ayizigidi ezingu-7.89, kulindeleke ukuthi kube ngo-2024 Mashi unyaka wokuthunyelwa kwensimbi eChina. -ngonyaka, isilinganiso se-chain sizobonisa ukuguquguquka okuncane kwethrendi.

Ukuthengwa kwempahla kwamanye amazwe, intuthuko yamanje yokukhiqiza yasekhaya isasebenza endaweni yokufinyela, futhi ukudonswa kwesidingo sensimbi kunqunyelwe, kuyilapho amandla e-China asezingeni eliphezulu okushintsha insimbi kwamanye amazwe akhule kakhulu, ukuthengwa kwensimbi yaseChina kulindeleke ukuthi kugcine izinga eliphansi kamuva.


Isikhathi sokuthumela: Mar-13-2024