Txij li thaum Lub Kaum Hli 11, cov ntawv cog lus tseem ceeb ntawm rebar thiab hlau ore yav tom ntej tau poob li ntawm 8 feem pua thiab 11 feem pua.
Cov kws tshuaj ntsuam ntseeg hais tias nyob rau hauv kev cuam tshuam ntawm yam xws li Fed tus paj laum nce siab, cov khoom lag luam tam sim no tab tom ntsib qee qhov kev ntxhov siab. Nyob rau tib lub sijhawm, nrog kev tuaj txog ntawm lub caij off-season, kev xav tau tsis muaj zog thiab lwm yam, cov nqi hlau txuas ntxiv poob. Tam sim no, kev ua lag luam feem ntau tsis cia siab tias lub caij ntuj no cia cov nqi siab, thiab cov nqi steel yog nyob rau hauv siab tag nrho, yog li nws tau pom zoo tias cov tuam txhab tsim nyog hedge.
Cov nqi hlau tsis muaj zog
Nrog rau qhov kawg ntawm lub caij nyoog kev lag luam khoom lag luam, kev lag luam hlau tsis muaj zog tsis ntev los no. Cov kws tshuaj ntsuam ntseeg tau hais tias qhov tsis sib haum xeeb ntawm cov khoom siv thiab kev xav tau thiab cov dej ntws nce siab ntawm qhov xav tau ntawm cov saw hlau yog qhov laj thawj tseem ceeb rau kev lag luam steel tsis ntev los no. "Tam sim no cov txiaj ntsig qis ntawm steel mills tau ua rau muaj kev nce hauv kev lag luam kev cia siab txo qis, ua rau tus nqi ntawm cov khoom siv qis, thiab cov nqi tsis muaj zog ntawm cov khoom siv raw khoom tau ua rau cov nqi qis dua." Ib qhov chaw lag luam tau hais rau cov neeg sau xov xwm.
He Jianhui, tus kws tshuaj ntsuam xyuas steel ntawm SDIC Anxin Futures Research Institute, tau hais rau cov neeg sau xov xwm tias los ntawm kev pom macro, yam xws li Fed tus paj laum nce siab thiab kev lag luam poob qis hauv kev lag luam txawv teb chaws txuas ntxiv cuam tshuam rau cov khoom lag luam. Hais txog kev lag luam, steel terminal xav tau feem ntau tsis muaj zog.
"Nyob rau lub lim tiam dhau los ntawm lub Cuaj Hli, pom meej rebar noj tau nce xyoo dhau los ntawm 3.61 lab tons, thiab kev xav tau dav dav xav tias yuav txuas ntxiv txhim kho tom qab National Day. Txawm li cas los xij, tom qab hnub so ntev, kev thov kev ua haujlwm tau qis dua. Liu Huifeng, tus thawj kws tshawb fawb ntawm ferrous hlau ntawm Donghai Futures, tau hais tias cov nyiaj tau los tsawg thiab kev thov qis ntawm steel mills, nrog rau kev txhim kho ntawm kev cia siab ntawm cov khoom siv raw khoom nruj, tau ua rau tag nrho cov kev lag luam saw los tsim ib qho kev tawm tswv yim tsis zoo los ntawm kev thov sab.
Liu Huifeng tau hais tias nws cia siab tias kev lag luam hlau tseem yuav nyob rau hauv cov qauv tsis muaj zog nyob rau thawj ib nrab ntawm Kaum Ib Hlis. Yog tias cov nqi hlau xav tau txuas ntxiv mus, ob qho xwm txheej yuav tsum tau ua: thawj zaug, cov khoom siv steel poob mus rau theem kawg ntawm Lub Xya Hli, thiab thib ob, lub caij ntuj no cia pib.
