Vachitungamirirwa nemitemo yekurambidza kugadzirwa uye kuwedzera kudiwa, ma "coal brothers" coal, thermal coal, uye coke futures ese ari kuwedzera mitengo mitsva. "Vashandisi vakuru vemarasha" vanomiririrwa nekugadzira magetsi emarasha uye kunyungudutsa vane mitengo yakakwira uye havagone. Sekureva kwemutori wenhau weShanghai Securities News, makambani gumi nemanomwe pamakambani makumi maviri nematanhatu emagetsi emarasha akanyorwa anoonekwa kubva kuruboshwe nekurudyi, uye makambani mashanu ari mumamiriro akanaka nguva dzese.
Kuwanikwa kwemafuta kunoita kuti mitengo yemarasha ikwire
Gore rino, mitengo yecoke necoke yaisa zvinyorwa zvitsva munhoroondo. Mushure mekunge mutengo mukuru wecoke wapfuura ne3000 yuan ton muna Nyamavhuvhu gore rino, wasvika pakakwirira pa3657.5 yuan/ton kubva pamusika wepakati, uyo wakawedzera ne70% kubva pakaderera. Kushanda kwemutengo kwasvika 78%.
Mukupera kwevhiki, chibvumirano chikuru checoke chaive 3655.5 yuan/tani, kuwedzera kwe7.28%; chibvumirano chikuru checoking coal chakavharwa pa290.5 yuan/tani, kuwedzera kwe7.37%; chibvumirano chikuru chethermal coal chakavharwa pa985.6 yuan/tani, kuwedzera kwe6.23%.
Sangano reChina Coal Industry Association rakaburitsa gwaro rekuti “Coal Operation Status”, richiti mitengo yehupfumi yemarasha yave kushanda padanho repamusoro. Kubva muna Ndira kusvika muna Chikunguru, avhareji yemutengo wepakati nepakati nerefu i601 yuan/tani, iyo inofungidzirwa kuwedzera ne62 yuan/tani.
Chii chinoita kuti mutengo wemarasha urambe uchikwira? Kubva pamaonero evatengesi, nekuda kwezvinhu zvakaita sekuchengetedzeka nekuchengetedzwa kwezvakatipoteredza, kugadzirwa munzvimbo huru dzekugadzira zvinhu mudzimba kwave kwakaderera. Munguva pfupi yapfuura, migodhi mikuru yemarasha munzvimbo huru dzekugadzira zvinhu yakaongororwa zvikuru uye yakagadziriswa, uye kuwanikwa kwemusika wemarasha kunogona kusimbiswa zvakanyanya. Kudivi rekudiwa, makambani esimbi yekubikisa haasi kudzikira mukuda kwavo kutenga marasha asina kubikwa, uye zvichiri kuoma kuti makambani ekubikisa adzorere zvinhu zvemamwe marudzi emarasha anopiwa.
Munhu aitungamira kambani iyi akati "zvinodiwa kupfuura zvaitarisirwa". Munhu aitungamira akati kunyangwe mwaka wekupisa uri wezuva rimwe chete, mune ramangwana marasha anoda kuenzaniswa kwakasimba uye mutengo ungawedzera, kambani iyi inoburitsa zvinhu zvakawanda zvichibva pakutevedzera mutemo wekudzora kugadzirwa. , Kuburitswa kwesimba rekugadzira marasha pamatanho ese.
"Vashandisi vakuru vemarasha" vakamanikidzwa
Hubei Energy ichangobva kutaura pachena papuratifomu yekudyara mari: "Kuwedzera kwemitengo yemarasha kuchakanganisa kambani zvakanyanya." Mumushumo wehafu yegore, yakati makambani emagetsi ekupisa ekambani ane simba rakawanda rekugadzira magetsi kupfuura munguva pfupi iri kutevera, asi kuwedzera kwemitengo yemafuta hakuzowedzeri purofiti yemakambani emagetsi ekupisa. Kuderera, kana kuri kukura kwemari, kunogona kudzikira zvakanyanya.
Zvinotaurwa nemakuhwa, nekuda kwekumanikidzwa kwemitengo, kambani imwe chete inogadzira magetsi inoshandisa marasha yatanga kukumbira kuti mitengo yemagetsi ikwidzwe. Kukwidza nyaya iyi. Vashandi veHuaneng International Securities Department vakati mhedzisiro yacho ichave yakakomba uye mutengo wemarasha waizokwira, uye mutengo wemagetsi waizove mari yekambani zvakananga.
Sekureva kwedata kubva kuChina Electricity Council, makambani mashoma emagetsi emarasha akawedzera hunhu hwavo zvakanyanya, uye mamwe mapoka ekugadzira magetsi ane hunhu hwavo hunopfuura 70%. Chiedza nemumvuri zvinochengetedza mufananidzo wese.
Pamusoro pezvo, Conch Cement, nekuda kwekuderera kwakanyanya kwemitengo yemarasha, yakaratidza kuwedzera kukuru kwezvakanaka zvekugadzira uye kudzikira kwepurofiti yekambani. Mufananidzo weConch Cement wakaratidzwa panguva imwe chete pa804.33, zvichireva 8668%; fungidziro yeConch yaive 149.51, nekuderera kwakafanana kwe6.96%.
Evergreen Group yakataura papuratifomu yekudyidzana musi wa2 Gunyana kuti nekuda kwekuwedzera kwemitengo yemarasha munguva pfupi yapfuura, kambani yakatanga kuchinja chirongwa ichi, zvakaita sekuvandudza mashandiro emidziyo yepurojekiti kuburikidza netekinoroji, kuderedza kushandiswa kwemarasha, nezvimwewo, uye kuedza nepese painogona napo kudzora kuwedzera kwemitengo yemarasha nekuda kwekuwedzera kwemitengo yemarasha.
Mutengo wemarasha panguva yemutambo wehurumende wagadziriswazve. Zvinonzwisisika kuti nekuda kwekugadzirisa kwakasimba kwemitemo, Inner Mongolia State Mining Corporation neGroup Corporation vachangobva kutanga kudzikisa mitengo imwe mushure meimwe, uye ramangwana remagetsi emarasha nemarasha rakaonawo mhedzisiro diki.