Ka la 6 Mmesa, khofu e ile ea koaloa ho 5160 mme ea phahama ka 99, e matlafalitsoeng ke maano a matle.Ho lebeletsoe hore khofu e tla fetoha le ho phahama;molumo o chesang o koetsoe ho 5319, holimo ho 86, 'me tšepe ea tšepe e koetsoe ka 926, ho fihlela ho 31;
China Steel Network Strategy Analysis:
Rebar:
Tlhahiso ea beke le beke ea rebar e fokotsehile, tšebeliso e bonahalang e eketsehile hanyenyane, 'me thepa e fokotsehile hanyenyane.Diski ea bokamoso e ile ea matlafatsoa ke maano a matle le ho theoha ha tlhahiso ea beke le beke, mme mmaraka o ne o amehile ka maikutlo a mmaraka.Konteraka ea rebar 2210 e ne e tšoaretsoe polokelong ea metsi, haholoholo matsatsing a nakoana a khoebo.
Tšepe Ore:
Tlhokahalo ea litsi tsa tšepe ho qala kaho e lebelletsoe ho eketseha, ka phaello e lekaneng, litefiso tse ngata tsa litefiso, li-stock tsa tšepe tse bokelletsoeng, ho hlaphoheloa ha phepelo ka kakaretso, le boemo ba selemo le selemo ba tlhokeho ea thekiso e tlase e ntse e fokola.Phepelo ea merafo ea kantle ho naha e khutletse boemong bo tsitsitseng le bo futhumetseng, 'me moeli oa kakaretso oa phepelo ka 2022 o tla futhumala, mme thepa ea boema-kepe e se e nyolohetse maemong a holimo.
Valuation: Theko ea phaello ea tšepe le phaello ea coking e ea utloahala, 'me phapang pakeng tsa coil le screw ea utloahala.
Keletso ea Mohoebi: rb05, I05 e feto-fetoha le ho matlafatsoa, e ntse e hloka ho falimeha bohareng ba nako, mohopolo oa matla a hole le bofokoli bo haufi o lula o sa fetohe.
Lintlha tse tsebahalang tse tsoang China Steel Network:
1. Nakong ea phomolo, theko ea carbon billet e tloaelehileng Tangshan, Hebei e tla lula e sa fetohe, 'me theko ea tšepe ea kaho' marakeng o moholo e tla eketseha.
Nakong ea phomolo e nyenyane e telele, billet e Tangshan, Hebei e ile ea lula e bataletse, e le 4,860 yuan / ton, e neng e tšoana le pele ho matsatsi a phomolo;le hoja libaka tse ngata ho pholletsa le naha li ne li koetsoe li bile li laoloa, boholo ba litheko tsa tšepe ea kaho 'marakeng oa khoebo li ile tsa phahama,' me lihlahisoa tsa tšepe tsa libaka li ile tsa eketsa mafura mollong 'me tsa tsoela pele ho sutumelletsa quotation ea khale ea fektheri.
Ka Hlakola le Hlakubele, lethathamo la lihlahisoa tsa China le ile la nyolohela ho 100.9% khoeli le khoeli.
Ho latela lintlha tse lokollotsoeng ke China Federation of Logistics and Purchasing ka la 5, China Commodity Index (CBMI) ka Hlakubele e ne e le 100.9%, keketseho ea liperesente tse 0.1 ho tloha khoeling e fetileng, e bonts'ang hore tlhoko ea 'maraka ea thepa ea lapeng e se e phahame. , mme indasteri e lebelletsoe ho tsoela pele ho ntlafala.Theko, tlhahiso le mesebetsi e meng ea khoebo e bontšitse matšoao a matle.
3. China Railway: Lithane tse limilione tse 350 tsa mashala a chesang li rometsoe kotareng ea pele
China Railway: Karolong ea pele ea selemo sena, e tla tsoelapele ho kenya ts'ebetsong ketso ea ho netefatsa phepelo ea mashala a futhumetseng, e fane ka karolo e felletseng ea karolo ea liteishene tse kholo tsa lipalangoang tsa mashala joalo ka Daqin, Haoji, le Wari, ho abela lisebelisoa tsa lipalangoang ka mahlale. , ho fihlela litlhoko tsa likhoebo ka mafolofolo, ho kenya ts'ebetsong tiisetso e nepahetseng ea phepelo ea mashala, le ho romela mashala a futhumetseng.Lithane tse limilione tse 350, keketseho ea selemo le selemo ea 6.5%, le polokelo ea mashala lifemeng tse 363 tsa literene tse otlolohileng ho pholletsa le naha li lutse ka holimo ho matsatsi a 21.7.
Nako ea poso: Apr-06-2022