I kēia pule, ua wehe ka ʻaelike CY2405 o ka olonā pulupulu Zheng i kahi mele piʻi ikaika, kahi i piʻi ai ka ʻaelike CY2405 nui mai 20,960 yuan/ton a i 22065 yuan/ton i loko o ʻekolu mau lā kālepa wale nō, he piʻi ʻana o 5.27%.
Mai ka manaʻo o nā hale wili pulupulu ma Henan, Hubei, Shandong a me nā wahi ʻē aʻe, ʻo ke kumukūʻai kiko o ka olonā pulupulu ma hope o ka lā hoʻomaha e piʻi nui ʻia ma 200-300 yuan/ton, ʻaʻole hiki ke hoʻomau i ka ikaika e piʻi nei o ka wā e hiki mai ana o ka olonā pulupulu. Mai ka manaʻo helu, ʻoi aku ka ikaika o ka hana o ka olonā pulupulu ma hope o ka lā hoʻomaha ma mua o ka hapa nui o nā wā e hiki mai ana o nā waiwai, kahi e pāʻani ai i kahi kuleana maikaʻi i ka hoʻihoʻi ʻana i ka hilinaʻi i nā ʻoihana milo pulupulu a me ka emi ʻana o ka nalowale o ka olonā.
No ke aha i piʻi nui ai ke kumukūʻai o ka pulupulu i kēia pule? Pili nui ka loiloi ʻoihana i nā kumu ʻehā:
ʻO ka mea mua, aia kahi pono no ka pulupulu a me ka pulupulu i ka wā e hiki mai ana e hoʻi i nā pae maʻamau. Mai ka hopena o Nowemapa, ua hāʻule ke kumukūʻai o ka ʻaelike CY2405 mai 22,240 yuan/ton a i 20,460 yuan/ton, a ua hoʻomau i ka hoʻopaʻa ʻana ma ka pae o 20,500-21,350 yuan/ton, a ua hāʻule ka ʻokoʻa kumukūʻai ma waena o ka ʻaelike CY2405 a me CF2405 ma lalo o 5,000 yuan/ton. ʻO ke kumukūʻai hana piha o ka lole pulupulu C32S ma kahi o 6,500 yuan/ton, a ʻo ke kumukūʻai o ka lole pulupulu i ka wā e hiki mai ana he haʻahaʻa loa ia.
ʻO ka lua, ua piʻi nui nā kumukūʻai o ka pulupulu i ka wā e hiki mai ana a me ka wahi kiko, a aia kahi pono no ka hoʻoponopono ʻana ma ka mākeke. Mai ka hopena o Dekemaba, ua ʻoi aku ke kiʻekiʻe o ke kumukūʻai kiko o ka mākeke olonā pulupulu C32S ma mua o ke kumukūʻai ʻaelike CY2405 o 1100-1300 yuan/ton, inā e noʻonoʻo ana i ka lawe ʻana o nā kumukūʻai kālā, nā uku mālama, nā uku mālama, nā uku lawe hana a me nā lilo ʻē aʻe, ua hiki ke piʻi i lalo ke kumukūʻai o ka olonā pulupulu i kēia manawa i 1500 yuan/ton, ʻike maopopo he haʻahaʻa loa nā kumukūʻai o ka olonā pulupulu i ka wā e hiki mai ana.
ʻO ke kolu, ua hoʻomehana ʻia nā hana kūʻai lole olonā pulupulu. ʻOi aku ka maikaʻi o ka hana ʻana o ka lole olonā pulupulu ma lalo o ka helu o C40S, ʻoi aku ka nui o ka hopena o ka waihona lole olonā milo (ua hāʻule ka waihona lole olonā i lalo o hoʻokahi mahina), ma ke ʻano o ka hoʻonui ʻia ʻana o nā kauoha hoʻokuʻu aku a me ke kaomi kālā e lohi, e piʻi ana ka manaʻo bullish i ka wā e hiki mai ana o ka lole olonā pulupulu.
ʻO ka hā, ʻo nā paʻa olonā pulupulu Zheng, ka huli ʻana o kēlā me kēia lā a me nā kauoha hale kūʻai he haʻahaʻa loa ia, a he maʻalahi ke kālā e hoʻoneʻe i ka haʻalulu ākea o ka pā. Mai kahi manaʻo helu, e like me Ianuali 5, 2023, ʻoi aku ka nui o ke kūlana ʻaelike CY2405 ma mua o 4,700 mau lima, a ʻo ka nui o nā loaʻa hale kūʻai pulupulu he 123 wale nō.
Puna: Pūnaewele Pulupulu Kina
Ka manawa hoʻouna: Ian-10-2024