FE SI

Imboni ye-Ferrosilicon: igebe eliqinile, qhubeka nokuba yi-bullish.
Intengo yamanje yekusasa le-ferrosilicon iyasimama futhi ikhuphukele ezingeni eliphezulu kakhulu lika-10,000 yuan/ton;ngesikhathi esifanayo, ibuye ihambisane nokwehla okubukhali kwe-inventory.Iqoqo lenhlalo le-ferrosilicon lingamathani angama-43,000 kuphela, ukwehla konyaka nonyaka ngama-50%.
Sikholelwa ukuthi ngemuva kwalokhu ukuthuthuka okusheshayo kokuhlinzekwa kwemboni kanye nesidingo:
1) Ukungqubuzana phakathi kweRussia ne-Ukraine kuholele egebeni ekuhlinzekweni nasekufuneni i-ferrosilicon yomhlaba wonke ngenyanga edlule, okuphinde kwaqhubeza ukukhula kokuthunyelwa kwe-ferrosilicon yaseChina, okukhuphuke ngaphezu kuka-100%;
2) Ukukhishwa kwezigayo zensimbi ohlangothini lwesidingo kancane kancane kwaqala kabusha ukukhiqiza, kubuyela ku-2.67 million amathani/ngosuku.Ngokusekelwe ekulawuleni okuzinzile kokukhiqizwa kwensimbi unyaka wonke kanye nebhodlela le-ferrosilicon ephuma nyanga zonke ebuyela kumathani angaphezu kuka-500,000, sahlulela ukuthi igebe elilandelayo lokuhlinzekwa kanye nesidingo lisazobonakala noma linwetshwe nakakhulu, futhi intengo ye-ferrosilicon izoqhubeka. qinisa

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Isikhathi sokuthumela: Jul-04-2023