E ngotsoe ke Mai Nguyen le Tom Daly
SINGAPORE/BEIJING (Reuters) - Tsingshan Holding Group, moetsi e moholo ka ho fetisisa oa tšepe o se nang tšepe lefatšeng, o rekisitse tlhahiso eohle ea limela tsa eona tsa China ho fihlela Phuptjane, ho boletse mehloli e 'meli e tloaelaneng le thekiso ea eona, e leng sesupo sa tlhoko e matla ea lehae ea tšepe.
Buka e felletseng ea litaelo e bonts'a pholiso e itseng ts'ebelisong ea Machaena ha moruo oa bobeli o moholo lefats'eng o qala bocha kamora ho koaloa ho hoholo ho emisa ho hasana ha coronavirus e ncha pejana selemong sena. Mehato ea Stimulus e senotsoeng ke Beijing ho nchafatsa moruo e lebelletsoe ho matlafatsa ts'ebeliso ea tšepe ha naha e khutlela mosebetsing.
Leha ho le joalo, hoo e ka bang halofo ea litaelo tsa hona joale tsa Tsingshan li tsoa ho barekisi ho fapana le basebelisi ba ho qetela, ho boletse e mong oa mehloli, ha e bapisoa le 85% ea litaelo tse tsoang ho basebelisi ba ho qetela, e leng se bontšang hore tlhokahalo e 'ngoe ha e sireletsehe ebile e hlahisa lipelaelo ka eona. bophelo bo bolelele.
"Mots'eanong le Phuptjane li tletse," ho boletse mohloli, mme a eketsa hore k'hamphani e ne e se e rekisitse hoo e ka bang karolo ea bobeli ho tse tharo ea tlhahiso ea eona ea Phupu Chaena. Haufinyane tjena maikutlo a monate haholo 'me batho ba leka ho reka.
Tsingshan ha a ka a araba kopo ea lengolo-tsoibila ea ho fana ka maikutlo.
Baetsi ba likoloi, baetsi ba mechini le lifeme tsa kaho ba khanna tlhokahalo ea Machaena ea tšepe e sa jeleng paate, motsoako o hanang ho bola o kenyelletsang chromium le nickel.
Tšepo ea hore merero e mecha ea meralo ea motheo e kang liteishene tsa literene, likatoloso tsa boema-fofane le litora tsa lisele tsa 5G li tla hahuoa tlas'a merero e mecha ea khothatso le eona e matlafatsa tlhokahalo.
Ho reka ka bongata ho pholletsa le lits'ebeletso tsena tsa basebelisi ho phahamisitse bokamoso ba tšepe ea Shanghai ho nyoloha ka 12% ho fihlela joale kotara ena, 'me konteraka e rekisoang haholo e nyolohetse ho li-yuan tse 13,730 ($1,930.62) ka tonne bekeng e fetileng, ho fetisisa ho tloha ka la 23 Pherekhong.
"Mmaraka oa China oa tšepe e sa hloekang o betere ho feta kamoo ho neng ho lebelletsoe," ho boletse Wang Lixin, mookameli oa boeletsi ZLJSTEEL. "Kamora Hlakubele, likhoebo tsa China li ile tsa potlakela ho etsa litaelo tse fetileng," o boletse joalo, a bua ka letoto la litaelo tse ileng tsa bokellana ha moruo o koaloa.
(Setšoantšo: Tšepe e sa hloekang e feta lithaka tsa ferrous ho Shanghai Futures Exchange -https://fingfx.thomsonreuters.com/gfx/ce/azgvomgbxvd/stainless%202.png
TS'ELISITSOE
Litebello tsa liphatlalatso tse eketsehileng tsa khothatso kopanong ea selemo le selemo ea paramente ea China e qalang ka Labohlano li khothalelitse barekisi le basebelisi ba ho qetela ho bokella ha litheko li ntse li le tlase.
Lihlahisoa tsa lihlahisoa tsa lihlahisoa tsa Chaena li theohile ka lithane tse limilione tse 1 ho isa ho tse 1.36 ho tloha ho rekoto ea lithane tse limilione tse 1.68 ka Hlakola, ho boletse Wang oa ZLJSTEEL.
Li-stockpiles tse bolokiloeng ke barekisi le bao ho thoeng ke li-mill agents li theohile ka 25% ho isa ho lithane tse 880,000 ho tloha bohareng ba Hlakubele, Wang o ile a eketsa, a fana ka maikutlo a ho reka ka matla ho tsoa ho barekisi ba indasteri.
(Graphic: Bokamoso ba tšepe e sa hloekang naheng ea China bo nyoloha ka lebaka la tlhoko e ncha le tšepo ea khothatso -https://fingfx.thomsonreuters.com/gfx/ce/dgkplgowjvb/stainless%201.png)
Mills e boetse e nka lisebelisoa ho tšehetsa kapa ho matlafatsa tlhahiso.
Mohlahlobi oa CRU Group Ellie Wang o itse: "Litsila tsa tšepe tse sa hloekang li reka ka matla tšepe ea nickel pig iron (NPI) le maqeba a tšepe e sa hloekang.
Litheko tsa boleng bo phahameng ba NPI , e leng karolo ea bohlokoa bakeng sa tšepe e sa hloekang ea Chaena, e nyolohile ka May 14 ho ea ho 980 yuan ($ 138) tonne, e phahameng ka ho fetisisa ho tloha ka Feb. 20, data e tsoang ntlong ea lipatlisiso Antaike e bontšitse.
Li-stock tsa li-nickel ore, tse neng li sebelisoa ho etsa NPI, li theohetse tlase ho tloha ka Hlakubele 2018 ho lithane tse limilione tse 8.18 bekeng e fetileng, ho latela Antaike.
Leha ho le joalo, mehloli ea indasteri e belaella hore na ho hlaphoheloa ha China ho ka tšoarella hakae ha tlhokahalo ea mebaraka ea mose ho maoatle ea tšepe e sa hloekang le thepa e felileng e kenyelletsang tšepe e entsoeng China e ntse e fokola.
"Potso e kholo e ntse e le hore tlhoko ea lefats'e e tla khutla neng, hobane China e ka itsamaela e le mong halelele hakae," ho boletse e mong oa mehloli, rabanka ea thepa e lulang Singapore.
($1 = 7.1012 Yuan renminbi ea China)
(E tlalehile ke Mai Nguyen ho SINGAPORE le Tom Daly ho BEIJING; Tlaleho e eketsehileng ea Min Zhang ea BEIJING; E hlophisitsoe ke Christian Schmollinger)
Nako ea poso: Jul-02-2020