A ranar Litinin, kasuwar nan ta Shanghai Futures ta bude kasuwar, kasuwar karafa ta cikin gida da ba ta da takin zamani ta nuna wani yanayi na hazaka tare, inda tagulla ta Shanghai za ta nuna saurin bude kofa ga waje. Babban watan 2405 kwangila a 15:00 kusa, sabon tayin har zuwa yuan 75,540 / ton, sama da 2.6%, ya sami nasarar farfado da babban tarihi.
A ranar ciniki ta farko bayan hutun Qingming, yanayin karbar kasuwa ya tsaya tsayin daka, da kuma shirye-shiryen masu rike da kayayyaki na tsayawa tsayin daka. Duk da haka, da downstream yan kasuwa har yanzu rike wani jira-da-gani hali, neman low-farashin kafofin yarda bai canza ba, high jan karfe farashin ci gaba da masu saye da yarda da positivity na samuwar danniya, da overall kasuwar ciniki yanayi. yayi sanyi sosai.
A matakin macro, bayanan biyan kuɗin da ba na noma na Amurka a cikin Maris ya kasance mai ƙarfi, yana haifar da damuwar kasuwa game da haɗarin hauhawar farashin kayayyaki na biyu. Muryar shaho na Tarayyar Tarayya ta sake bayyana, kuma an jinkirta tsammanin rage riba. Kodayake kanun labarai na Amurka da CPI (ban da farashin abinci da makamashi) ana tsammanin za su tashi 0.3% YoY a cikin Maris, ƙasa daga 0.4% a cikin Fabrairu, babban alamar alama har yanzu tana kusa da 3.7% daga shekara guda da ta gabata, sama da yankin kwanciyar hankali na Fed. . Duk da haka, tasirin waɗannan tasirin kan kasuwar tagulla ta Shanghai ya iyakance kuma an daidaita shi sosai saboda kyakkyawan yanayin tattalin arziƙin ƙasashen waje.
Haɓaka farashin tagulla na Shanghai ya fi amfana da kyakkyawan fata na yanayi na macro a gida da waje. Haɓaka haɓakar masana'antar PMI na Amurka, da kuma kyakkyawan fata na kasuwa ga tattalin arzikin Amurka don samun saukowa mai laushi, tare da goyan bayan haɓakar farashin tagulla. A sa'i daya kuma, kasar Sin ta durkusar da tattalin arzikin kasar, shirin aiwatar da "ciniki-in" a fannin gine-gine, don yin jagoranci a farko, tare da lokacin kololuwar lokacin amfani, "azurfa hudu" baya, ana sa ran dawo da bukatar karafa. don a hankali dumi, da kuma ƙara ƙarfafa matsayi mai ƙarfi na farashin tagulla.
Ƙididdigar ƙididdiga, ƙididdiga na musayar Futures na Shanghai na baya-bayan nan ya nuna cewa, a ranar 3 ga Afrilu, hannun jarin tagulla na Shanghai ya karu kaɗan, hajojin mako-mako sun tashi da 0.56% zuwa ton 291,849, wanda ya kai kusan shekaru hudu. Har ila yau, bayanan London Metal Exchange (LME) sun nuna cewa samfuran jan ƙarfe na Lunar na makon da ya gabata sun nuna sauye-sauye da yawa, da farfadowar gabaɗaya, sabon matakin ƙididdiga na ton 115,525, farashin tagulla yana da wani tasiri na murkushewa.
A ƙarshen masana'antu, duk da cewa samar da tagulla na lantarki a cikin gida a cikin Maris ya zarce haɓakar da ake tsammani a kowace shekara, amma a cikin Afrilu, masu aikin na'ura na cikin gida sun fara shiga lokacin kulawa na gargajiya, ikon fitarwa zai iyakance. Bugu da ƙari, jita-jita na kasuwa cewa raguwar samar da cikin gida, ko da yake an fara farawa, amma bai sa TC ya daidaita ba, har yanzu ana buƙatar kulawa da hankali ga ko akwai ƙarin aikin yanke kayan aiki.
Kasuwar tabo, bayanan cibiyar sadarwa na karafa na Changjiang sun nuna cewa darajar ta Changjiang 1 # tagulla da Guangdong tabo 1 # tagulla sun yi tashin gwauron zabi, matsakaicin farashin yuan 75,570 yuan / ton 75,520, bi da bi, ya tashi sama da 2,000. yuan / ton idan aka kwatanta da ranar ciniki ta baya, yana nuna haɓakar haɓakar farashin tagulla.
Gabaɗaya, yanayin macro na kyakkyawan fata da samar da ƙayyadaddun abubuwan abubuwa biyu tare don haɓaka haɓakar haɓakar haɓakar farashin tagulla, tsakiyar girman farashin yana ci gaba da bincikar haɓaka. Idan aka ba da ma'anar kasuwa na yanzu, in babu gagarumin ra'ayi mara kyau game da buƙata ko sake zagayowar dawowa an gurbata shi, a cikin ɗan gajeren lokaci har yanzu muna ba da shawarar kiyaye dabarun siyan ƙananan.
Lokacin aikawa: Afrilu-10-2024