Taw Qhia: Nrhiav Kev Sib Tw Tshiab Hauv Kev Hloov Pauv
Raws li Tuam Tshoj txoj kev lag luam hlau dub xaus xyoo 2025 raws li "kev muaj tiag tsis muaj zog", kev lag luam teeb tsa nws qhov kev pom ntawm 2026, lub xyoo pib ntawm 15th Tsib - Xyoo Plan. Thaum macro-txoj cai tones xav tias yuav muaj kev cuam tshuam ntau dua, qhov tseem ceeb "tsis muaj zog hauv ob qho tib si mov thiab kev xav tau" ntawm qib kev lag luam tsis zoo li yuav rov qab nrawm dua. Xyoo tshiab yuav hloov pauv ntawm kev lag luam dav mus rau thaj chaw uas muaj qhov sib txawv tseem ceeb, nrog "ntau yam-txoj kev hloov pauv" thiab "cov txheej txheem tsim" dhau los ua cov ntsiab lus tseem ceeb. Kev siv zog ntawm txoj cai tswj hwm ntawm cov khoom siv hlau yuav yog qhov tseem ceeb ntawm qhov sib txawv ntawm kev txiav txim siab cov nyiaj tau los faib thoob plaws cov saw hlau thiab cov nqi trajectory.
Kev tsom xam ntawm Core Sector Trends
1
Hlau: Ntau yam -Bound Games Tsav los ntawm Txoj Cai
Qhov kev tsis sib haum xeeb tseem ceeb hauv kev lag luam steel yuav hloov pauv ntawm kev thov- sab mus rau khoom- sab hauv xyoo 2026. Kev tsis muaj zog ntxiv hauv vaj tse yuav tsum txo qis kev thov rau kev tsim kho steel. Lub caij no, tus tshiab "steel export daim ntawv tso cai system," aimed ntawm kev txhim kho export zoo, tej zaum yuav txiav exports ntawm thawj cov khoom los ntawm kwv yees li 20 lab tons, redirecting no mov siab rov qab mus rau lub domestic kev ua lag luam.
Yog li ntawd, kev cia siab ntawm kev lag luam yog pinned ntawm cov khoom siv - sab txoj cai tswj. "Anti-kev sib tw sab hauv" cov cai tswjfwm ntawm cov pa roj carbon emission tswj tau cia siab tias yuav ua kom nrawm dua, ua kom yooj yim rau kev tawm ntawm lub peev xwm tsis tu ncua, ua kom zoo dua cov khoom siv -xav tau kev xav tau, thiab muaj peev xwm rov qab tau cov txiaj ntsig zeb. Cov kws tshuaj ntsuam kwv yees kwv yees tias rebar thiab kub - dov coil nqi yuav hloov pauv ntau nyob rau hauv ntau yam hauv 2026, nrog rau kev txhawb nqa kev sib koom ua ke nyuaj ua tiav.
2
Hlau Ore & Coking Coal: Raw Material Pressure and profit Transfer to Mills
Cov khoom siv raw khoom ntsib qhov kev txaus siab ntawm cov khoom siv ntau dhau. Rau cov hlau ore, cov khoom siv ntxiv los ntawm cov mines txawv teb chaws (xws li, Simandou project hauv Guinea) thiab cov peev txheej hauv tsev tau kwv yees ntau dua 60 lab tons. Ua ke nrog qhov kev cia siab poob qis hauv cov npua hlau hauv tsev ua rau muaj kev xav tau, cov khoom muag chaw nres nkoj yuav nyob twj ywm siab, ua rau tus nqi hauv pem teb qis qis.
Cov coking thee thiab coke kev lag luam kuj tawm tsam kom dim ntawm kev xa khoom ntau dhau. Coking thee ntshuam tau kwv yees tias yuav nce ntxiv, thaum coke ntau lawm tseem muaj peev xwm ntau. Kev thov yog txwv los ntawm kev txo qis hlau molten tawm los ntawm steel mills. Cov txiaj ntsig rau cov lag luam coking yuav nyob twj ywm hauv kev ntxhov siab, nrog rau tag nrho cov qauv ntawm cov khoom siv raw rau cov khoom tiav txuas ntxiv mus thoob plaws xyoo 2026.
3
Ferroalloys: Nqis -Raws li Games Nyob rau hauv cov ntsiab lus oversupply
Rau kev lag luam xws li ferrosilicon thiab silicomanganese, 2026 yuav txuas ntxiv "cov khoom siv siab, xav tau tsis muaj zog" qauv qauv. Kev thov los ntawm steel mills tsis muaj zog nrog rau cov khoom siv hlau molten poob, txhawb nqa cov khoom lag luam siab. Txawm li cas los xij, tus nqi sab yuav ua raws li qhov tseem ceeb stabilizer. Tus nqi hluav taws xob ruaj khov nyob hauv cov cheeb tsam tsim khoom loj thiab keeb kwmTsawg chaw nres nkoj khoom rau manganese oremuab cov nqi them nyiaj raws sij hawm rau cov nqi silicomanganese. Kev ua lag luam xav tias yuav pom ntawm "cov khoom siv ntau dhau" thiab "tus nqi rigidity," nrog rau cov nqi feem ntau oscillating ntawm qis dua. Cov cib fim rau kev kho kom rov zoo li qub tom qab lub sij hawm ntawm kev poob siab ua kom pom tseeb.
Henan Fengyang Metallurgy txoj hauj lwm thiab kev cog lus
- Hauv kev sib txawv, kev sib txawv, thiab kev ua si - theoretic market of 2026, stability and foreight is more critical than ever. Henan Fengyang Metallurgical Materials Co., Ltd. nkag siab tob txog qhov tsis muaj zog thiab cov teeb meem ntawm txhua qhov txuas ntawm cov saw hlau.
- Hauv kev teb rau tus nqi- txhawb nqa kev ua lag luam ferroalloy, peb siv peb cov kev lag luam thoob ntiaj teb thiab kev nkag siab tob rau hauv kev lag luam raw khoom. Peb tau cog lus los muab cov neeg siv khoom nrog cov kev daws teeb meem ruaj khov thiab kev txheeb xyuas tus nqi tshaj lij, pab cov neeg koom tes tshawb xyuas lub sijhawm khoom xa tuaj thaum muaj kev hloov pauv ntawm tus nqi. Peb lees paub tias nyob rau hauv txoj kev dav dav ntawm cov khoom siv raw khoom rau cov khoom tiav, cov neeg siv khoom hauv qab cov kev xav tau rau kev tswj tus nqi yog nce ceev.
- Yog li ntawd, peb tsis tsuas yog ua kom muaj kev ruaj khov ntawm cov khoom zoo ntawm -cov khoom ferroalloy zoo, tab sis tseem siv zog los ua tus neeg koom tes hauv peb cov neeg siv khoom cov khoom siv. Los ntawm kev sib koom ua lag luam tsom xam thiab txhim kho cov tswv yim tswj cov khoom lag luam zoo, peb pab cov neeg siv khoom tshawb nrhiav qhov tsis paub tseeb tshwm sim los ntawm macro yam xws li kev hloov pauv txoj cai lij choj thiab kev lag luam "tiv thaiv- kev sib tw sab hauv," sib koom ua ke nrhiav tus nqi tseem ceeb hauv "ntau yam -bound" kev lag luam.
Xaus
Kev lag luam hlau dub ntawm 2026 yog lub sijhawm dhau los ntawm kev loj hlob mus rau kev ua haujlwm zoo. Txawm hais tias kev lag luam kev lag luam tsis tshua muaj, cov txheej txheem tsim los ntawm cov khoom sib txawv thiab txoj cai yuav muaj ntau. Kev vam meej yuav yog rau cov lag luam uas muaj peev xwm ua kom paub meej txog txoj cai tswjfwm, tswj cov khoom lag luam yooj yim, thiab ua tau zoo hauv kev tswj tus nqi.
Yog xav paub ntxiv lossis tham txog yuav ua li cas peb tuaj yeem pab txhawb koj txoj kev lag luam hauv kev ua lag luam 2026 toj roob hauv pes, thov hu rau peb ntawminfo@fyalloy.com.
