Tushen karafa: Yanke RRR na cikin gida yana haɓaka kwarjini, kuma ana sa ran farashin ƙarfe na tushe zai tashi sama. A cewar Wind, daga ranar 11 ga Satumba zuwa 15 ga Satumba, LME jan karfe, aluminum, gubar, zinc, farashin kwano ya canza da 2.17%, 0.69%, 1.71%, 3.07%, 1.45%. Kasashen waje, bisa ga Wind, US CPI na Agusta ya kasance 3.7%, mafi girma fiye da darajar da ta gabata na 3.2%. A wannan kasa, a cewar bankin jama'ar kasar Sin, a ranar 15 ga watan Satumba, bankin jama'ar kasar Sin ya rage yawan kudaden ajiyar da ake bukata na cibiyoyin hada-hadar kudi da kashi 0.25 bisa dari. Abubuwan da aka ba da shawara: Luoyang Molybdenum Industry (A+H), Cloud aluminum hannun jari, Tianshan Aluminum, Aluminum na kasar Sin (A+H), da dai sauransu.
Karfe: Haɓakar farashi da farashi, raguwar riba. A cewar Wind, daga ranar 11 ga watan Satumba zuwa 15 ga watan Satumba, canjin farashin karafa, tama, coke, tarkace ya kai 0.46%, 6.22%, 7.70%, flat, kuma ribar kamfanonin karafa ta fadi da kashi 2.16 PCT zuwa kashi 42.86%. Farashin yana ƙarƙashin matsin lamba, kuma saukowa na manufofin ƙuntatawa na samarwa a cikin mataki na gaba yana damuwa, kuma ana sa ran tsarin kwanciyar hankali na macro zai haɓaka tsammanin kuma ana tsammanin zai gyara ƙimar. Damuwa da aka ba da shawara: Valin Iron da Karfe, Hannun Jari na Baosteel, Kayan Jiulite na musamman, Karfe na Musamman na Fushun, da sauransu.
Ƙarfe masu daraja: Ƙarƙashin juriya na aikin Amurka da tsayin daka na hauhawar farashin kayayyaki, farashin gwal ya fi shafan firgici na ɗan lokaci, kuma matsakaicin matsakaici da dogon lokaci na tsammanin ci gaba. A cewar Wind, tsakanin 11 ga Satumba da 15 ga Satumba, COMEX zinariya ya tashi da kashi 0.15% zuwa $1,945.6 a kowace oza kuma index ɗin dala ya tashi da 0.26% zuwa 105.34. Da'awar rashin aikin yi na farko na makon da ya ƙare ranar 9 ga Satumba ya kasance 220,000, idan aka kwatanta da 225,000 da ake tsammani, a cewar Ma'aikatar Kwadago.
Mu core CPI a cikin watan Agusta a cikin layi tare da tsammanin, dan kadan fiye da watan da aka sa ran a watan, hauhawar farashin farashi yana da ƙarfi, juriya na aikin kasuwa, ƙimar zinare na ɗan gajeren lokaci har yanzu yana mamaye abubuwan girgiza, amma babban riba rates da masu saka jari na bashi don kula da su. Tsammanin rarrashin tattalin arzikin Amurka, ana sa ran manufar hada-hadar kudi ta Tarayya za ta juya sannu a hankali, tsayin daka na tsayin daka na farashin zinare ya tsaya tsayin daka. Ana ba da shawarar kula da: Yintai Zinare, Zinare Shandong (A+H), Zhaogold Mine (H), Zhongjin Gold, Xingye Silver Tin, Albarkatun Shengda, Chifeng Gold, da dai sauransu.
Ƙarfe na makamashi: lithium tama da farashin gishiri na lithium ana sa ran za su motsa a hankali zuwa cikin kewayon lafiya. A cewar Wind, daga ranar 11 ga watan Satumba zuwa 15 ga Satumba, farashin lithium carbonate mai darajar baturi ya fadi da kashi 6.08% zuwa yuan 185,500, kuma farashin lithium hydroxide ya fadi da kashi 5.49% zuwa yuan 172,000. Farashi na sama suna maida hankali a hankali a hankali a ƙasa, buƙatu na ƙasa da ƙasa don cike da madaidaicin babban, farashin lithium yana ci gaba da matsa lamba. A nan gaba, za mu mai da hankali ga rashin tabbas na saki sabon samarwa a cikin sama da kuma bambance-bambancen da ake sa ran a cikin buƙatun da ke ƙasa, da kuma farantin ko matakin da ake sa ran samun damar ingantawa. Shawarwari da damuwa: Shengxin Lithium Energy, Rongjie hannun jari, Yongxing Materials, Huayou Cobalt masana'antu, da dai sauransu.
Ƙananan ƙarfe: molybdenum farashin oscillation, kula da gyaran ƙarfe na ferromolybdenum a cikin mataki na gaba. A cewar Wind, daga ranar 11 ga watan Satumba zuwa 15 ga Satumba, farashin praseodymium mai haske da dymium oxide mai haske ya fadi da kashi 0.57% zuwa yuan/ton 52,500, farashin tungsten concentrate bai canza zuwa yuan 121,000 ba, da farashin molybdenum. ya fadi 0.46% zuwa 4315.00 yuan/ton. Bukatar kayan maganadisu da ba safai ba na duniya na karuwa, kuma ana sa ran karfen ferro molybdenum zai daidaita, wanda ake sa ran zai tayar da farashin molybdenum.
Lokacin aikawa: Satumba 18-2023