Ngonyaka we-2022 maduze nje ngeke ibe ngaphezu kwengxenye, futhi amanani entengo yezinsimbi ezingewona ama-ferrous engxenyeni yokuqala yonyaka ahlukaniswe kakhulu ekotayeni lokuqala neyesibili. Ekota yokuqala, ezinsukwini eziyishumi zokuqala zikaMashi, imakethe ephezulu kakhulu ekhuphuka iholwa nguLunni Drove LME Tin, ithusi, i-aluminium ne-zinc kurekhodi eliphezulu; Kwikota yesibili, egxile engxenyeni yesibili kaJuni, i-tin, i-aluminium, nickel kanyeithusiNgokushesha wavula lo mkhuba wokuwohloka, futhi umkhakha ongewona owongelwa uwele ebhodini.
Njengamanje, izinhlobo ezintathu ezinebuya enkulu kunazo zonke ezikhundleni zamarekhodi ziyi-nickel (-56.36%), i-tin (-49.54%) ne-aluminium (-29.6%); I-Copper (-23%) ukukhululwa okusheshayo kuphaneli. Mayelana nokusebenza kwamanani aphakathi, i-zinc yayingamelana kakhulu nokwehla futhi ishiswe ngemuva kwikota yesibili (intengo yesilinganiso yekota isenyuke ngenyanga engu-5% ngenyanga). Ngibheke phambili engxenyeni yesibili yonyaka, ukulungiswa kwenqubomgomo yezezimali ye-Federal Reserve's kanye nokubuyiselwa komnotho wasekhaya ngemuva kobhubhane kuyizinkombandlela ezimbili ezibalulekile ze-macro. Ngemuva kokwehla okubukhali maphakathi nonyaka, izinsimbi ezingezona ze-ferrous zaqala ukusondela ekusekelweni kwezobuchwepheshe kwesikhathi eside. I-Bull Market Trend selokhu ubhubhane luzothatha indawo yemakethe ephezulu kanye nemakethe ebanzi. Ngaphansi kokusungula okuphansi, intengo extasticity yezinsimbi ezingezona zethusi nge-core ingaba zikhulu kakhulu, ziwe ngokushesha futhi zivuka ngokushesha, kaninginingi, futhi ifomu lingafana ne-sawtooth shop engxenyeni yesibili ka-2006. Isibonelo , I-Copper ingahle iguqukele ezungeze ububanzi obungu- $ 1000 ngesikhathi esifushane.
Esikhathini se-macro, imakethe kulula ukuyiphinda: okokuqala, imakethe ivulekile futhi ingafakwanga isimo senzuzo yenzuzo ye-Fed Fed. Yize ama-hawges ahlangene angu-anti antiwation njengamanje, uma imvelo yangempela yokonakala noma imakethe enkulu ye-Maiverream inethonya elibi kakhulu, isigqi esiqinisekisayo se-Fed singalungiswa nganoma yisiphi isikhathi. Njengamanje, imakethe ibhekana nenani eliphakeme lokuqinisa, elifana "nokuhlolwa kwengcindezi"; Uma isilinganiso senzalo ukukhuphuka kwezinyathelo kufakwa ngokushesha futhi ukulindelwa kwezinga lenzalo elinqunywe ngonyaka ozayo liyaqhubeka nokuvulwa, umuzwa wemakethe ungahle uvuswe ngokushesha; Okwesibili, ngaphansi kwesizinda sokujwayelekile kwengxabano phakathi kweRussia ne-Ukraine, kunzima emakethe ukuguqula isimo sayo se-inflation yesikhathi eside, futhi kunzima ukulondolozela ukuhlinzekwa kwegesi yemvelo eYurophu, ikakhulukazi ekwindla nasebusika kulo nyaka; Okwesithathu, isigqi sezomnotho. Kufanele kube nzima ukubona izinkomba eziphambili zezomnotho ze-United States zifaka ukwehla komnotho engxenyeni yesibili yonyaka. Ngemuva komnotho wasekhaya okhishwe ekota yesibili, ukululama kwe-post ubhubhane engxenyeni yesibili yonyaka kuzoba yimvelo enamandla kakhulu ngonyaka. Sikholwa ukuthi imizwa yokuhweba ngemakethe izoguquguquka ngokushesha engxenyeni yesibili yonyaka. Yize ukwehla kwesikhashana kukhulu, akuzange kungene emakethe yebhere.
Mayelana nokuhlinzekwa kanye nokufunwa, isici esingaguquki sezinsimbi eziyisisekelo zingukusungula okuphansi, okunganikezwa nokuqina okwanele. Ngokwesimo sokufunwa kwasekhaya ukufudumeza, izithiyo zokuhlinzekwa engxenyeni yesibili yonyaka zithola amandla ahlobene nezinhlobo zensimbi ezingezona ezi-forrous. Sikholwa ukuthi ngokuya ngamaphrojekthi amasha namandla okusebenza, indawo yokuhlinzeka nge-nickel ne-aluminium ikhululekile, futhi i-nickel ikakhulukazi ingukugcwaliseka kancane kancane kwamaphrojekthi ahlukahlukene e-Indonesia; I-Aluminium ikakhulukazi isekela amandla aphezulu okusebenza kwasekhaya ngokulawulwa okubili kokusetshenziswa kwamandla nokupholisa nokuhlinzekwa okuzinzile kanye nentengo. Indawo yokuhlinzekaithusiFuthi i-Tin iyafana, futhi kunenkinga enkulu yokuhlinzekwa kwesikhathi eside, kepha kukhona ukulethwa okusobala kwanda kulo nyaka. Ukuhola kuyatholakala futhi ukunwebeka kwentengo; Kodwa-ke, i-zinc iqinile esele esele yokuhlinzekwa kwasekhaya kanye nokufuna engxenyeni yesibili yonyaka. Sikholwa ukuthi emkhakheni wezensimbi ongenzi lutho, ithusi ikakhulukazi libonisa imizwa yemakethe nokushaqeka okubanzi. Umsebenzi wamanje ukuthola ngokushesha ukusekelwa okuphansi komkhawulo. Ngokucabanga ngezisekelo, i-aluminium nickel ibuthakathaka futhi i-zinc iqinile; Uma kucatshangelwa ukuheha kwendaba yesihloko, ukwehla kwe-tin kukhulu, futhi umkhakha wezokumbiwa phansi kanye nokumomanisa uzwela kakhulu intengo. Sinentshisekelo kakhulu ku-zinc ne-tin.
Kuyo yonke, sikholwa ukuthi i-nickel ngokusobala ibuthakathaka futhi i-zinc ingaba namandla; I-Tin ingaba ngowokuqala ukuthinta phansi, futhi ithusi ne-aluminium ikakhulukazi ukudlidliza okungathathi hlangothi ngemuva kokuthola ukwesekwa okuphansi komkhawulo; Ukushintshashintsha okuqinile ngethusi njengoba umnyombo kuzoba yisici esikhulu sokuhweba sezinsimbi ezingezona ze-Ferrous engxenyeni yesibili yonyaka.
Isikhathi sePosi: Jun-29-2022