Kubva pakati paGumiguru, nekuda kwekurerutswa kuri pachena kwezvirambidzo zvemagetsi muindasitiri uye kuramba kuchidzoreredzwa kwedivi rekupa, mutengo wezvichaitika zveferroalloy wakaramba uchidzikira, mutengo wakaderera weferrosilicon uchidzikira kusvika pa9,930 yuan/tani, uye mutengo wakaderera wesilicomanganese uri pa8,800 yuan/tani. Panyaya yekudzoreredzwa kwezvichaitika uye kudiwa kwakasimba, tinotenda kuti maferroalloy acharamba achidzikira, asi kudzikira kwenzvimbo nenzvimbo zvichachinja mutengo wezvinhu zvakagadziriswa nekabhoni pamutengo.
Kuwanikwa kuri kuramba kuchikwira
Mumazuva mashoma apfuura, mafekitori mazhinji eferrosilicon munzvimbo yeZhongwei kuNingxia akaburitsa zvikumbiro zvekudzima magetsi mumaovheni emvura ari pasi pemvura, uye fekitori yemagetsi yekambani yealloy muGuizhou haina marasha ekutenga, zvichiratidza kuti pane mukana wekumisa kugadzirwa. Kushaikwa kwemagetsi kudivi rekugovera kwakaitika nguva nenguva, asi kudzivirirwa kwemafuta ekupisa kwakakonzera mhedzisiro yakakura, uye kugadzirwa kweferroalloy kuri kuramba kuchikwira. Parizvino, kubuda kweferrosilicon mumabhizinesi emuenzaniso kuri matani 87,000, kuwedzera kwemamiriyoni mana ematani kubva svondo rapfuura; mwero wekushanda uri 37.26%, kuwedzera kwe1.83 muzana yemapoinzi kubva svondo rapfuura. Kuwanikwa kwakawedzerazve kwemavhiki maviri akateedzana. Panguva imwe chete, kubuda kwesilico-manganese mumabhizinesi emuenzaniso kwaive matani 153,700, kuwedzera kwe1,600 matani kubva svondo rapfuura; mwero wekushanda waive 52.56%, kuwedzera kwe1.33 muzana kubva svondo rapfuura. Kuwanikwa kwesilicomanganese kwakawedzerazve kwemavhiki mashanu akateedzana.
Panguva imwe chete, kugadzirwa kwesimbi kwakawedzera. Data razvino rinoratidza kuti kugadzirwa kwenyika kwezvigadzirwa zvishanu zvikuru zvesimbi kwaive matani mamiriyoni 9.219, kudzoserwa zvishoma kubva svondo rapfuura, uye avhareji yekubuda kwesimbi isina kuchekwa pazuva yakawedzerawo zvishoma. Muzvikamu zvitatu zvekutanga zvegore rino, kugadzirwa kwesimbi isina kuchekwa mudzimba kwakawedzera nematani angangoita mamiriyoni gumi nematanhatu zvichienzaniswa nenguva imwecheteyo gore rapfuura, iyo ichiri kure nechinangwa chekudzikisa kugadzirwa chakaiswa neBazi reIndasitiri neruzivo rweTekinoroji yesimbi. Kugadzirwa kwesimbi isina kuchekwa hakungawanzo kuwedzera zvakanyanya muna Mbudzi, uye kudiwa kwese kweferroalloys kunotarisirwa kunge kusina kusimba.
Mushure mekunge mutengo wemari yemberi yeferroalloy wadzikira zvakanyanya, huwandu hwemari yemudura hwakadzikira zvakanyanya. Zvidzikiso zvakakura padhisiki, kufarira kwakawedzera kwekushandurwa kwemarisiti emudura kuti aone, pamusoro pezvo, mukana uri pachena wemitengo yemapoinzi usingadhuri, zvese zvakabatsira kudzikira kukuru kwehuwandu hwemari yemudura. Kubva pamaonero emari yemakambani, mari yesimbi yesilicomanganese yakaderera zvishoma, zvichiratidza kuti kuwanikwa kwacho kwakaderera zvishoma.
Tichitarisa mamiriro ezvinhu eHegang paakatenga simbi muna Gumiguru, mutengo weferrosilicon i16,000 yuan/tani, uye mutengo wesilicomanganese i12,800 yuan/tani. Mutengo wesimbi wakakwira zvakanyanya kupfuura mitengo yemangwana yesvondo rapfuura. Izvi zvinogona kukanganisa mutengo weferroalloys.
Rutsigiro rwemari ruchiripo
Mushure mekunge mutengo we ferroalloy futures wadzikira zvakanyanya, wakawana rutsigiro rwakakosha. Kubva pamaonero emitengo yekugadzira yazvino, ferrosilicon iri pa9,800 yuan/ton, kudzikira kwe200 yuan/ton kubva munguva yapfuura, kunyanya nekuda kwekuderera kwemutengo weblue carbon. Parizvino, mutengo weblue charcoal i3,000 yuan/ton, uye mutengo wecoke futures wadzikira zvakanyanya kusvika pa3,000 yuan/ton. Kudzikira kwemutengo weblue charcoal munguva inotevera injodzi huru yekudzikisa mutengo weferrosilicon. Kana mwero weblue charcoal ukadonha zvakanyanya, mutengo weblue charcoal uchadzikira kusvika pa2,000 yuan/ton, uye mutengo unoenderana weferrosilicon uchava pa8,600 yuan/ton. Tichifunga nezvekushanda kwemusika weblue carbon munguva pfupi yapfuura, kwave nekuderera kukuru mune dzimwe nzvimbo. Saizvozvowo, mutengo wesilicomanganese i8500 yuan/ton. Kana mutengo we secondary metallurgical coke ukadonha ne 1,000 yuan/tani, mutengo we silicomanganese uchadzikiswa kusvika pa 7800 yuan/tani. Munguva pfupi, mutengo we static cost we 9,800 yuan/tani ye ferrosilicon uye 8,500 yuan/tani ye silicomanganese uchiri kushanda, asi munguva yepakati, mitengo yezvinhu zvisina kugadzirwa inopera blue carbon uye secondary metallurgical coke ichiri nenjodzi dzakaipa, izvo zvinogona kukonzera mutengo we ferroalloys. Zvishoma nezvishoma dzika.
Tarisa pakugadzirisa zvinhu
Hwaro hwechibvumirano cheferrosilicon 2201 i1,700 yuan/tani, uye hwaro hwechibvumirano chesilicomanganese 2201 i1,500 yuan/tani. Kuderedzwa kwedhisiki kuchiri kwakakomba. Kuderedzwa kukuru kwedhisiki refutures ndechimwe chezvinhu zvinotsigira kudzoserwa kwedhisiki. Zvisinei, maonero aripo pamusika wespot haana kugadzikana uye kudzoserwa kwerebound kwefutures hakuna kukwana. Pamusoro pezvo, tichitarisa kudzikira kwemitengo yekugadzira spot, pane mukana mukuru wekuti base ichagadziriswa nenzira yekuderera kwespot zvichikwira nefutures.
Pamwe chete, tinotenda kuti kudzikira kwechibvumirano cha2201 hakuna kuchinja. Zvinokurudzirwa kuti tirege kuita misangano, tichitarisa kumanikidzwa kuri pedyo neferrosilicon 11500-12000 yuan/tani, silicomanganese 9800-10300 yuan/tani, uye ferrosilicon 8000-8600 yuan/tani. Matani ne silicomanganese 7500-7800 yuan/tani rutsigiro rwuri pedyo.
Nguva yekutumira: Mbudzi-04-2021
