1. Kev ua lag luam yav tom ntej rau galvanized coil cuam tshuam li cas rau tus nqi? Lub hauv paus ntsiab lus yog dab tsi?
A: Galvanized kauj nws tus kheej tsis muaj daim ntawv cog lus ywj pheej yav tom ntej hauv kev lag luam hauv tsev. Nws tus nqi yog feem ntau cuam tshuam los ntawm ob qho tib si upstream kub- dov kauj yav tom ntej thiab cov khoom siv zinc yav tom ntej los ntawm "dual cost transmission" mechanism. Ntawm qhov tod tes, qhov sib txawv ntawm kub - dov coil yav tom ntej ncaj qha txiav txim siab cov khoom siv hauv paus nqi ntawm galvanized kauj. Thaum kub-rolled coil yav tom ntej muaj zog, tus nqi ntawm galvanized coil manufacturers nce, yuam kom lawv nce ex- Hoobkas nqi, thiab cov chaw ua lag luam raws li kev nplua; conversely, thaum kub -rolled coil yav tom ntej poob, kev txhawb nqa rau lub khw muag khoom tsis muaj zog. Piv txwv li, nyob rau lub Tsib Hlis 2026, qhov kev ua tau zoo ntawm cov kub{10}}kho coil yav tom ntej tau txhawb nqa tus nqi nce ntawm cov khoom lag luam galvanized. Ntawm qhov tod tes, zinc, raws li cov khoom siv tseem ceeb rau txheej txheej, kuj tau xa mus rau galvanized coil chaw ua lag luam los ntawm tus nqi txoj kev vim kev hloov pauv hauv Shanghai zinc yav tom ntej. Cov ntaub ntawv qhia tau hais tias thaum Shanghai zinc daim ntawv cog lus tseem ceeb tsis muaj zog nyob rau lub Tsib Hlis 2026, qhov poob ntawm cov nqi yav tom ntej ncaj qha cuam tshuam qhov kev xav ntawm qhov chaw ua lag luam, ua rau pom qhov pom tseeb rau yav tom ntej - qhov chaw sib txuas. Thaum kawg, qhov chaw tus nqi ntawm galvanized coils yog ntau dua los ntawm kev ua lag luam yav tom ntej tsis ncaj qha "directing" nws cov ntaub ntawv raw khoom.
2. Tus nqi hloov pauv hauv kev lag luam yav tom ntej cuam tshuam li cas rau kev puas siab puas ntsws thiab kev lag luam tiag tiag ntawm galvanized coil chaw ua lag luam?
A: Kev hloov pauv ntawm tus nqi yav tom ntej tsis cuam tshuam ncaj qha rau qhov chaw ua lag luam, tab sis lawv cuam tshuam rau kev xav ntawm lub siab lub ntsws ntawm cov tub lag luam thiab cov nqes qis kawg - cov neeg siv, nrog rau kev ua lag luam kev lag luam. Thaum kub -rolled coil yav tom ntej tus nqi nce, cov tub lag luam feem ntau ntseeg tias cov nqi yuav nce ntxiv rau yav tom ntej, yog li ua rau lawv tsis kam muag thiab nce lawv cov nqi, yuam cov neeg yuav khoom kom txais cov nqi siab dua. Hloov pauv, thaum lub lag luam yav tom ntej hloov pauv sai lossis tsis muaj zog, cov neeg koom nrog kev lag luam tsim kev tos-thiab- pom tus cwj pwm, kev xav tau raug txwv, ua rau "txias" ntawm qhov chaw ua lag luam. Piv txwv li, thaum lub lag luam yav tom ntej yog "dhia wildly," kev ua lag luam tau sau nrog kev tos- thiab- pom tus cwj pwm, cov neeg yuav khoom qis qis ncua kev yuav khoom, kev xav tau rau cov khoom qis qis xws li kub -dip galvanized steel kav tsis muaj zog, thiab kev lag luam yog halved piv rau li niaj zaus. Nws yog pov thawj tias qhov nce thiab poob ntawm lub lag luam yav tom ntej ncaj qha cuam tshuam rau kev lag luam kev ntseeg siab, thiab kev hloov pauv hauv kev ntseeg siab tau tshwm sim hauv kev ua lag luam thiab kev xav ntawm tus nqi ntawm lub khw muag khoom.
3. Puas yog tus nqi nce ntawm galvanized steel coils hauv 2025 tag nrho tsav los ntawm yav tom ntej? Dab tsi yog qhov kev tsav tsheb dhau ntawm yav tom ntej?
A: Nws tsis yog tag nrho tsav los ntawm yav tom ntej. Yav tom ntej tsuas yog ib qho catalyst hauv 2025 kev ua lag luam. Tus neeg tsav tsheb tseem ceeb tau los ntawm "tus nqi- thawb, thov- tsis sib haum" tus yam ntxwv tsim los ntawm kev nce nqi raw khoom thiab steel mills 'proactive nqi nce. Thaum Lub Xya Hli 2025, txhawb nqa los ntawm "kev tawm tsam-kev cuam tshuam" cov cai txwv kev tsim khoom thiab kev lag luam cov lus xaiv ntawm kev txiav kev tsim khoom, kub-rolled coil yav tom ntej tau nce tsis tu ncua, nce 13.6%, mus txog ze li plaub- hli siab. Qhov no txhawb nqa steel mills tsa tus ex{12}} Hoobkas nqi ntawm galvanized steel coils los ntawm 207 yuan / tuj nyob rau hauv tib lub hlis, nrog cov nqi chaw raws li zoo heev. Txawm li cas los xij, qhov kev nce nqi ntawm cov nqi no tsis muaj qhov xav tau tiag tiag, thaum cov khoom muag txuas ntxiv mus ntxiv - thaum kawg ntawm lub Kaum Ib Hlis 2025, cov khoom lag luam hauv teb chaws ntawm galvanized steel coils tau txog 1.3199 lab tons, nce 278,500 tons piv rau tib lub sijhawm xyoo 2024, nce ntau dua 26%. Qhov no qhia tau hais tias seb tus nqi - thawb los ntawm yav tom ntej tuaj yeem txhawb nqa yog nyob ntawm seb qhov kawg ntawm cov neeg siv khoom xav tau li cas; txwv tsis pub, lub khw muag khoom yuav ntsib qhov teeb meem tsis txaus ntseeg ntawm "tus nqi siab tab sis tsis muag."
4. Dab tsi yog qee qhov kev coj ua ntawm cov tuam txhab hauv kev lag luam galvanized coil hauv kev siv cov lag luam yav tom ntej los tiv thaiv cov nqi pheej hmoo?
A: Cov tuam txhab lag luam nyob rau sab saud thiab qis ntawm cov saw hlau galvanized coil kev lag luam feem ntau yog siv hedging los kaw cov nqi lossis kev muag khoom tau txais txiaj ntsig thiab txo cov kev pheej hmoo los ntawm kev hloov pauv ntawm cov khoom siv raw (kub- dov coil, zinc) tus nqi. Cov tuam txhab hlau loj, xws li Shandong Iron & Steel Co., Ltd., tau tshwj xeeb nce lawv lub neej yav tom ntej hedging lag luam rau zinc, siv yav tom ntej, kev xaiv, thiab lwm yam khoom siv los ntsuas tus nqi ntawm zinc raw cov ntaub ntawv siv hauv lawv cov txheej txheem galvanizing, yog li zam kev hloov pauv hauv kev ua haujlwm ua haujlwm los ntawm kev hloov pauv ntawm cov khoom siv raw. Raws li cov qauv kev lag luam, cov tub lag luam tiv thaiv tus nqi los ntawm kev yuav lossis muag cov ntawv cog lus sib xws hauv kev ua lag luam yav tom ntej, yog li xauv cov txiaj ntsig. Txoj kev vam meej ntawm cov tswv yim tiv thaiv yuav tsum tau ua kom cov nqi yav tom ntej thiab cov nqi txav mus rau tib qhov kev taw qhia, thiab cov tub lag luam yuav tsum nruj me ntsis zam kev coj tus cwj pwm, tswj kev pheej hmoo raws li qhov xav tau tiag tiag rau cov khoom lossis cov phiaj xwm muag kom ua tiav lub hom phiaj ntawm "txo cov kev pheej hmoo ntau lawm thiab ruaj khov cov txiaj ntsig."
5. Thaum ntsuam xyuas tus nqi ntawm qhov sib txawv ntawm galvanized coil, yam twg yav tom ntej - cov cim qhia muaj txiaj ntsig tshaj rau kev siv?
A: Muaj peb yam tseem ceeb yav tom ntej- cov cim qhia txog cov tuam txhab tuaj yeem siv los kwv yees tus nqi lag luam ntawm galvanized coil. Thawj yog tus nqi sib txawv ntawm lub ntsiab kub -rolled coil futures daim ntawv cog lus. Kub-rolled coil yav tom ntej yog qhov tseem ceeb tshaj plaws tus nqi anchoring qhia rau galvanized kauj; Tus nqi hloov pauv ncaj qha cuam tshuam rau tus nqi txhawb nqa lub zog ntawm galvanized kauj, thiab lawv cov qauv feem ntau qhia txog kev sib raug zoo. Raws li kev soj ntsuam kev lag luam, Shanghai kub- dov coil chaw tus nqi sib txawv yog synchronized nrog HC2610 yav tom ntej qauv, thiab qhov kev sib txuas ze ntawm ob ncaj qha txiav txim siab kev hloov pauv ntawm galvanized coil chaw tus nqi. Qhov thib ob yog tus nqi hloov pauv ntawm Shanghai zinc yav tom ntej, tshwj xeeb tshaj yog thaum zinc ingot mov yog nruj, tus nqi ntawm Shanghai zinc yuav tsav tus nqi ntawm cov ntawv galvanized. Qhov thib peb yog lub hauv paus (piv txwv li, qhov sib txawv ntawm tus nqi ntawm qhov chaw thiab tus nqi yav tom ntej). Kev soj ntsuam lub hauv paus kev hloov pauv ntawm kub- dov kauj lossis Shanghai zinc tuaj yeem txiav txim siab txog kev ua lag luam thiab muab cov ntaub ntawv tseem ceeb rau kev tsim cov chaw muag khoom lossis cov tswv yim muag khoom.