Ua piʻi aʻe nā kumukūʻai o ka hao i kahi kiʻekiʻe o nā manawa a pau, me nā kumukūʻai o nā huahana kila kūloko o Kina e piʻi nui ana i nā kiʻekiʻe kiʻekiʻe.ʻOiai e hiki mai ana ke kau ʻana o ke kauwela, e hoʻomau ʻia ka piʻi ʻana o nā kumukūʻai kila inā lōʻihi nā pilikia pili ma waena o Kina a me Australia a inā e hoʻokō ʻia ka manaʻo o Kina e ʻoki i ka hana kila.

ʻOi aku ke kumu kūʻai o ka hao ma luna o US$200/ton, he moʻolelo kiʻekiʻe

Ma ka lā 10 o Mei, ua lele ke kumukūʻai hao hao i lawe ʻia mai Australia mai 8.7% dd i kahi kiʻekiʻe US $228/ton (Fe61.5%, CFR).Ua piʻi nā kumukūʻai hao hao he 44.0% i kēia makahiki a me 33.5% i kēia mahina.ʻO ka hui pūʻana o nā pilikia kālā a me ka politika, a me nā kūlana hoʻolako a me nā koi, ke kuleana o ka hoʻonui.Ua wānana ka World Steel Association i ka mahina o ʻApelila e piʻi ana ka hoʻohana kila honua a me Kina i ka 5.8% yy a me 3.0% yy, i kēlā me kēia, ma 2021. ʻOiai ka ʻōlelo a ke aupuni Kina i ka pono e ʻoki i ka hana kila e hōʻemi i ka hoʻokuʻu kalapona, ʻo Kina ka awelika kila kila i kēlā me kēia lā. Ua kū ka huahana ma 2.4mn tons (+19.3% yy) i nā lā he ʻumi hope o ʻApelila, he kiʻekiʻe hou nō hoʻi.

Ua haʻi aku nei ʻo Kina i ka hoʻopau ʻana i ka Strategic Economic Dialogue me Australia, e hāpai ana i nā hopohopo e hoʻolōʻihi ʻia nā paio ma waena o nā aupuni ʻelua.Lawe mai ʻo Kina ma kahi o 80% o kāna hao hao, a ʻo kona hilinaʻi ʻana iā Australia (61% o nā mea lawe mai) ʻo ia kekahi kumu e piʻi ai ke kumukūʻai o ka hao hao.ʻO kaʻike, hōʻikeʻo Kina i ka lawaʻana iā ia iho no ka lanahu, akā ua nāwaliwali nā kumukūʻai lanahu.

ʻO nā kumukūʻai kila i nā manawa kiʻekiʻe a e hoʻomau i ka ikaika no ka manawa

Ma Mei 10, ua piʻi ke kumukūʻai o HR ma Shanghai i ka 5.9% dd i RMB6,670 / ton, kahi moʻolelo kiʻekiʻe.Ua lele pū ke kumukūʻai HR o ka lāhui i ka 6.5% yy i RMB6,641/ton.Ua piʻi nui nā kumukūʻai kila ma muli o ke piʻi ʻana o nā kumukūʻai hao a me nā manaʻo o ke aupuni Kina e hoʻemi i ka hiki ke hana kila.Ua kauoha ka National Development and Reform Commission o Kina a me ka Ministry of Industry and Information Technology i ka ho'ēmiʻana i ka mana hana ma nā wahi me ka haumia ea koʻikoʻi (Jing-Jin-Ji, Yangtze Delta, a me Pearl River Delta) e hoʻomaka ana i Iune.

Ua ʻōlelo ʻo Pelekikena Xi ʻo Kina e piʻi ka nui o ka hoʻoiho kalapona i ka makahiki 2030 a ʻo ka lāhui ka carbon-neutral i ka makahiki 2060. I Ianuali, ua ʻōlelo ke aupuni Kina e ʻoki ʻo ia i ka hana kila i kēia makahiki e hōʻemi i ka hoʻoiho kalapona.Inā hoʻokō ʻia nā ʻoki hana kila, e alakaʻi ia i ka piʻi ʻana o nā kumukūʻai huahana kila.ʻO ka ʻinoʻino ʻana o ka pilina ma waena o Kina a me Australia e alakaʻi i nā kumukūʻai hao hao, a ʻo ke kulekele ʻoki hana a ke aupuni Kina e hoʻolōʻihi i ka piʻi ʻana o nā kumukūʻai kila.

Hiki ke hana ʻia kahi ʻōhū i loko o nā waihona kila.

Ua lawe mai ka maʻi maʻi i ka ʻoihana kila ʻAmelika i kona mau kuli i ka pūnāwai i hala, e koi ana i nā mea hana e pani i ka hana ʻoiai lākou e hakakā nei e ola i ka hoʻokele waiwai.Akā i ka hoʻomaka ʻana o ka hoʻihoʻi ʻana, ua lohi nā wili e hoʻomaka i ka hana ʻana, a ua hana ia i kahi hemahema kila nui.

I kēia manawa, ʻo ka wehe hou ʻana o ka hoʻokele waiwai ke hoʻokele nei i kahi puʻupuʻu kila ikaika loa i manaʻo ʻia kekahi e pau ia i ka waimaka.

“E pōkole ana kēia.He mea kūpono loa ke kapa ʻana i kēia he puʻupuʻu, "wahi a Timna Tanners ka mea loiloi Bank of America iā CNN Business, me ka hoʻohana ʻana i ka "b-huaʻōlelo" a nā mea loiloi kaulike mai nā panakō nui e ʻalo pinepine ai.

Ma hope o ka emi ʻana ma kahi o $460 i ka makahiki i hala, ʻo ka US benchmark hot-rolled coil steel price e noho nei ma kahi o $1,500 a ton, kahi moʻolelo kiʻekiʻe e aneane ʻekolu i ka awelika 20-makahiki.

ʻAi ʻia nā mea kila.ʻO ka US Steel, ka mea i hāʻule i kahi haʻahaʻa haʻahaʻa i ka mahina o Malaki i hala ma waena o nā makaʻu panakalupa, ua piʻi ʻo 200% i nā mahina 12 wale nō.Ua piʻi ʻo Nucor i ka 76% i kēia makahiki wale nō.

ʻOiai ke hāpai nei ʻo "scarcity and panic" i nā kumukūʻai kila a me nā lāʻau i kēia lā, ua wānana ʻo Tanners i kahi hoʻihoʻi ʻehaʻeha i ka wā e loaʻa ai ka lako me kāna mea i wehewehe ai he koi koi ʻole.

"Ke manaʻo nei mākou e hoʻoponopono kēia - a pinepine i ka wā e hoʻoponopono ai, ʻoi aku ka hoʻoponopono ʻana," wahi a Tanners, he ʻelua mau makahiki o ka ʻoihana metala nāna i kākau i kahi hōʻike i ka pule i hala aku nei i poʻomanaʻo "Steel stocks in a bubble."

'Ehu iki'

Ua ʻae ʻo Phil Gibbs, ka luna o ka noiʻi kaulike metala ma KeyBanc Capital Markets, aia nā kumukūʻai kila ma nā pae kūpono ʻole.

“Ua like kēia me $170-a-barela aila.I kekahi manawa, e ʻōlelo ka poʻe, 'ʻO kēia, ʻaʻole wau e hoʻokele, e lawe wau i ke kaʻa,' "wahi a Gibbs iā CNN Business."E ikaika loa ka hoʻoponopono.He mea wale nō ia o ka manawa a pehea e hana ai.

ʻOiai ke piʻi ʻana o nā kumukūʻai, koi ʻia ke kila ma kahi kiʻekiʻe

ʻO ke kumuhana o kēia pule: Piʻi nā kumukūʻai kila o Kina ma luna o nā kumukūʻai maka

Akā aia ke koi ma kahi kiʻekiʻe, ma muli o ka hoʻolālā hoʻolaʻa honua ma hope o ka maʻi maʻi covid-19.

ke imi nui nei na mea hao hao ma ka makeke.

E like me kekahi o nā mea hana valve alakaʻi ma Kina

ʻO NORTECH Engineering Corporation i kaupalena ʻia, manaʻo i ka hopena nui o kēia ʻano mākeke.

Ke alo nei mākou i kahi leka hoʻomaopopo mai nā foundries, nā mea hoʻolako nui o nā ʻāpana valve.

ʻAʻole kūpono hou nā kumu kūʻai mua a pau.

ʻO ka hoʻonui koke ʻana e CNY 1000(US$ 154) i kēlā me kēia tona no ka hoʻolei ʻana i ka hao, ʻo ia hoʻi, he 8% ka piʻi ʻana no ka hoʻoheheʻe kila a me ka hoʻonui ʻana he 13% no ka hao.

No ka hapa nui o nā hale hana valve Kina me ka palena i loko o 10%, e ʻai ia i ka waiwai a i ʻole ke kumu i nalowale.

A hiki i kēia manawa, ua hōʻike mākou i kā mākou mea kūʻai aku i kēia kūlana a me ka hiki ke hoʻonui i ke kumukūʻai.

E kūkākūkā mākou i kahi kumukūʻai hou me nā mea kūʻai aku i ka wā e mālie ai ka mākeke.

E hoʻomau mākou e hoʻolako i ke kūlana kiʻekiʻekiwi lele,kiwi puka,kiwi poepoe,nā pahu hopuanā kānanai kā mākou mea kūʻai.

E ʻoluʻolu, mai kānalua e hoʻokaʻaʻike mai iā mākou inā he koi kāu.