Shekarar 2022 nan ba da jimawa ba za ta wuce fiye da rabi, kuma farashin karafan da ba na ƙarfe ba a farkon rabin shekara ya bambanta sosai a kashi na farko da na biyu.A cikin kwata na farko, a cikin kwanaki goma na farko na Maris, babban kasuwa mai tasowa wanda lunni ke jagoranta ya kori LME tin, jan karfe, aluminum da zinc zuwa matsayi mai girma;A cikin kwata na biyu, mai da hankali a cikin rabi na biyu na Yuni, tin, aluminum, nickel dajan karfeda sauri ya buɗe yanayin raguwa, kuma ɓangaren da ba na ƙarfe ba ya faɗi a cikin jirgi.

A halin yanzu, nau'ikan nau'ikan guda uku tare da mafi girman koma baya daga matsayi na rikodin sune nickel (-56.36%), tin (-49.54%) da aluminum (-29.6%);Copper (-23%) shine fitarwa mafi sauri akan kwamitin.Dangane da matsakaicin farashin aiki, zinc yana da ɗan juriya don raguwa kuma ya ragu a cikin kwata na biyu (matsakaicin matsakaicin farashin kwata yana ƙaruwa da 5% a wata).Sa ido ga rabin na biyu na shekara, daidaita manufofin kudin Tarayyar Tarayya da kuma farfado da tattalin arzikin cikin gida bayan barkewar annobar, manyan jagororin macro guda biyu ne.Bayan raguwa mai kaifi a tsakiyar shekara, karafa marasa ƙarfe sun fara kusantar tallafin fasaha na dogon lokaci.Halin kasuwancin bijimin tun bayan barkewar cutar zai maye gurbin babban matakin kuma girgizar kasuwa mai fadi.A karkashin ƙananan kaya, farashin elasticity na ƙananan ƙarfe ba na ƙarfe ba tare da jan karfe kamar yadda mahimmanci zai iya zama babba, fadowa da sauri da sauri, akai-akai, kuma nau'in na iya zama kama da girgiza sawtooth a rabi na biyu na 2006. Misali. , jan karfe na iya canzawa a kusa da kewayon $1000 a cikin ɗan gajeren lokaci.

copper

 

A cikin yanayin macro, kasuwa yana da sauƙin maimaitawa: na farko, kasuwa a buɗe take kuma ba ta da iyaka ga yanayin haɓaka ƙimar riba ta Fed.Ko da yake Haɗin gwiwar Reserve hawks anti hauhawar farashin kaya a halin yanzu, idan ainihin yanayin girma ya lalace ko kuma babban kasuwar babban birnin ya yi tasiri sosai, za a iya daidaita ƙarar Fed a kowane lokaci.A halin yanzu, kasuwa yana hulɗar da matsakaicin ƙimar ƙarfafawa, wanda yayi kama da "gwajin damuwa";Idan an sanya matakan haɓakar riba da sauri kuma ana tsammanin raguwar ƙimar riba a shekara mai zuwa ya ci gaba da haɓakawa, ana iya juyar da ra'ayin kasuwa da sauri;Na biyu, a karkashin yanayin daidaita rikici tsakanin Rasha da Ukraine, yana da wuya kasuwa ta canja halinta game da hauhawar farashin kayayyaki na dogon lokaci, kuma yana da wuya a kula da samar da iskar gas a Turai, musamman a lokacin kaka da hunturu. wannan shekara;Na uku, tsarin tattalin arziki.Zai yi wahala a ga manyan alamomin tattalin arzikin Amurka sun shiga koma bayan tattalin arziki a rabin na biyu na shekara.Bayan da tattalin arzikin cikin gida ya ragu a cikin kwata na biyu, farfadowar annobar bayan bullar cutar a rabin na biyu na shekara zai zama yanayi mafi karfi da ake bukata a cikin shekara.Mun yi imanin cewa tunanin kasuwancin kasuwa zai canza da sauri a cikin rabin na biyu na shekara.Kodayake raguwar ɗan gajeren lokaci yana da girma, bai shiga kasuwar bear ba.

Dangane da wadata da buƙatu, daidaitaccen fasalin ƙarfe na tushe ba shi da ƙima, wanda kuma zai iya samar da isasshen ƙarfi.A cikin mahallin buƙatun gida na dumama, ƙayyadaddun wadatar kayayyaki a cikin rabin na biyu na shekara yana ƙayyade ƙarfin dangi na nau'ikan ƙarfe marasa ƙarfe.Mun yi imanin cewa dangane da sabbin ayyuka da iya aiki, yanayin samar da nickel da aluminum yana da ƙarancin sako-sako, kuma nickel galibi shine fahimtar ayyukan da yawa a Indonesia;Aluminum galibi yana goyan bayan mafi girman ƙarfin aiki na cikin gida ta hanyar sarrafa iko biyu na amfani da makamashi da sanyaya da kwanciyar hankali wadata da farashi.Yanayin wadata najan karfeda kwano iri daya ne, kuma akwai babbar matsalar samar da kayayyaki na dogon lokaci, amma akwai karuwar samar da kayayyaki a bana.Gubar shine wadata da haɓakar farashi;Koyaya, zinc yana da ɗan ƙaramin ƙarfi a cikin ma'auni na wadatar gida da buƙata a cikin rabin na biyu na shekara.Mun yi imanin cewa a cikin ɓangaren karafa da ba na ƙarfe ba, jan ƙarfe galibi yana nuna ra'ayin kasuwa da firgici mai faɗi.Ayyukan na yanzu shine don nemo tallafin ƙananan iyaka da sauri.Yin la'akari da mahimmanci, nickel aluminum yana da rauni kuma zinc yana da ƙarfi;Idan aka yi la’akari da sha’awar batun, raguwar tin ya yi yawa, kuma masana’antar hakar ma’adinai da narkawa tana da matuƙar kula da farashin.Mun fi sha'awar zinc da tin.

Gabaɗaya, mun yi imanin cewa nickel yana da rauni a fili kuma zinc na iya zama mai ƙarfi;Tin na iya zama farkon wanda zai taɓa ƙasa, kuma jan karfe da aluminum sune mafi yawan girgizawar tsaka tsaki bayan gano tallafin ƙananan iyaka;Sauye-sauye mai ƙarfi tare da jan karfe kamar yadda ainihin za ta kasance babban sifa na kasuwanci na ƙarfe mara ƙarfe a cikin rabin na biyu na shekara.


Lokacin aikawa: Juni-29-2022