labarai

Labarai

Ƙaramin ƙarfe: Rage darajar RRR a cikin gida yana ƙara ƙarfin gwiwa, kuma ana sa ran farashin ƙarfe zai yi tashin gwauron zabi. A cewar Wind, daga ranar 11 ga Satumba zuwa 15 ga Satumba, farashin jan ƙarfe na LME, aluminum, gubar, zinc, tin ya canza da kashi 2.17%, 0.69%, 1.71%, 3.07%, 1.45%. A ƙasashen waje, a cewar Wind, CPI na Amurka na watan Agusta ya kasance 3.7%, wanda ya fi ƙimar da ta gabata ta 3.2%. A wannan ƙasar, a cewar Bankin Jama'a na China, a ranar 15 ga Satumba, Bankin Jama'a na China ya rage rabon buƙatun ajiyar kuɗi na cibiyoyin kuɗi da maki 0.25%. Abubuwan da aka ba da shawara: Masana'antar Luoyang Molybdenum (A+H), Hannun jarin aluminum na Cloud, Tianshan Aluminum, Aluminum na China (A+H), da sauransu.
Karfe: Farashi da farashi na ƙaruwa, raguwar riba. A cewar Wind, daga ranar 11 ga Satumba zuwa 15 ga Satumba, canjin farashin ƙarfe, ma'adinan ƙarfe, coke, da shara ya kasance 0.46%, 6.22%, 7.70%, ba tare da wata matsala ba, kuma ribar masana'antar ƙarfe ta faɗi da 2.16 PCT zuwa 42.86%. Farashin yana ƙarƙashin matsin lamba, kuma ana damuwa da ƙaddamar da manufar takaita samarwa a mataki na gaba, kuma ana sa ran manufar kwanciyar hankali ta macro za ta ƙara yawan tsammanin kuma ana sa ran za ta gyara ƙimar. Abin da ake damuwa da shi: Valin Iron and Steel, Baosteel Shares, Jiulite Special Material, Fushun Special Steel, da sauransu.

Karfe Masu Tamani: A ƙarƙashin juriyar aiki da hauhawar farashin kayayyaki a Amurka, farashin zinare ya fi shafar girgizar ɗan gajeren lokaci, kuma tsammanin matsakaicin da na dogon lokaci na ci gaba da kasancewa da ƙarfi. A cewar Wind, tsakanin 11 ga Satumba da 15 ga Satumba, zinaren COMEX ya tashi da kashi 0.15% zuwa dala 1,945.6 a kowace oza kuma ma'aunin dala ya tashi da kashi 0.26% zuwa 105.34. Da'awar rashin aikin yi ta farko ta makon da ya ƙare a ranar 9 ga Satumba ta kasance 220,000, idan aka kwatanta da 225,000 da ake tsammani, a cewar Ma'aikatar Kwadago.

Babban CPI na Amurka a watan Agusta ya yi daidai da tsammanin da ake da shi, ya ɗan fi yadda ake tsammani a kowane wata, hauhawar farashin kayayyaki yana da ƙarfi, juriyar kasuwar aiki mai ƙarfi, farashin zinare na ɗan gajeren lokaci har yanzu yana ƙarƙashin girgiza, amma yawan riba da masu zuba jari masu yawa don kiyaye ƙarancin tsammanin tattalin arzikin Amurka, ana sa ran manufofin kuɗi na Tarayya za su sauya a hankali, kuma yanayin hauhawar farashin zinare na dogon lokaci zai ci gaba da kasancewa da ƙarfi. Ana ba da shawarar a kula da: Yintai Gold, Shandong Gold (A+H), Zhaogold Ma'adinai (H), Zhongjin Gold, Xingye Silver Tin, Shengda Resources, Chifeng Gold, da sauransu.
Ana sa ran karafa masu amfani da makamashi: farashin ma'adinan lithium da gishirin lithium za su koma cikin yanayi mai kyau a hankali. A cewar Wind, daga ranar 11 ga Satumba zuwa 15 ga Satumba, farashin lithium carbonate mai nauyin batir ya faɗi da kashi 6.08% zuwa yuan 185,500 a kowace tan, kuma farashin lithium hydroxide ya faɗi da kashi 5.49% zuwa yuan 172,000 a kowace tan. Farashin tattarawa a sama a hankali yana raguwa, buƙatar da ake da ita ta sake cika manyan abubuwan da ake buƙata, farashin lithium yana ci gaba da matsin lamba. A nan gaba, za mu mayar da hankali kan rashin tabbas na sakin sabbin kayayyaki a cikin ruwa da kuma bambancin da ake tsammani a cikin buƙatar da ake da ita ta ƙasa, da kuma damar da ake sa ran samu na ingantawa a cikin faranti ko mataki. Shawarwari da damuwa: makamashin Shengxin Lithium, hannun jarin Rongjie, Yongxing Materials, masana'antar Huayou Cobalt, da sauransu.
Ƙaramin ƙarfe: farashin molybdenum yana juyawa, a kula da gyaran ƙarfe ferromolybdenum a matakin ƙarshe. A cewar Wind, daga ranar 11 ga Satumba zuwa 15 ga Satumba, farashin praseodymium mai sauƙi da dymium oxide ya faɗi da kashi 0.57% zuwa yuan 52,500 a kowace tan, farashin tungsten mai cike da sinadarin tungsten bai canza zuwa yuan 121,000 a kowace tan ba, kuma farashin molybdenum mai cike da sinadarin ya faɗi da kashi 0.46% zuwa yuan 4315.00 a kowace tan. Bukatar kayan maganadisu na ƙasa na ƙaruwa, kuma ana sa ran ƙarfe ferro molybdenum zai daidaita, wanda ake sa ran zai haifar da hauhawar farashin molybdenum.


Lokacin Saƙo: Satumba-18-2023