Kev nrawm ntawm kev rov pib ua haujlwm, kev ntseeg siab hauvsiv steel yeeb nkab tus nqi

Kev txhawb nqa los ntawm kev nthuav tawm cov phiaj xwm loj loj hauv ntau lub xeev thiab nroog thoob plaws lub tebchaws, kev tsim kho vaj tse xws li kev tsim kho, cov khoom siv hauv tsev, steel, thee, thiab cov hlau tsis muaj hlau txuas ntxiv tau nrov hauv kev lag luam A-share.Txawm li cas los xij, qhov chaw tus nqi ntawm ntau yam khoom siv hluav taws xob sab saud rau kev tsim kho vaj tse yog diverging.Cov neeg koom nrog kev ua lag luam thiab cov kws tshawb fawb hauv kev lag luam kev lag luam tau hais tias los ntawm kev rov pib ua haujlwm tshiab, kev tsim kho steel kuj muaj zog.

Cov neeg koom nrog kev ua lag luam feem ntau ntseeg tias txawm hais tias qhov kev xav ntawm macro yog qhov zoo, los ntawm qee cov ntaub ntawv ntau zaus, nws tseem yog lub sijhawm ntev ua ntej qhov kev rov ua tiav ntawm kev tsim khoom thiab rov pib dua vim muaj kev cuam tshuam ntawm kev sib kis.Qhov kev thov rau ntau yam khoom lag luam tsis muaj zog, thiab cov khoom muag tau mus txog qhov siab tshiab.

Cov ntaub ntawv tshiab los ntawm lub koom haum qhia tau hais tias cov nqi cement hauv Henan, Guangxi thiab lwm qhov chaw tau poob.Conch Cement tshaj tawm ntau qhov txo nqi ntawm cov cement.

Piv txwv li, kev thov rau kev tsim kho steel muaj qhov xav tau pib, thiab qhov xwm txheej tam sim no ntawm kev rov pib dua ntawm cov chaw tsim kho hauv nroog xws li Hangzhou hauv East Tuam Tshoj yog qhov zoo dua.

Raws li qhov no, qhov ntim ntawm kev tsim kho steel kev lag luam tau nce.Huachuang Securities 'steel research team qhia tias txij thaum pib lub Peb Hlis, lub teb chaws's lub tsev cov ntaub ntawv pauv ntim tau nce thawj zaug, thiab tau rov qab mus txog li 1/3 nyob rau hauv ib txwm muaj..

Institutional analysts ntseeg hais tias kev loj hlob ntawm lub teb chaws infrastructure peev nyob rau hauv lub xyoo no yuav muaj ntau tshaj li qhov kev cia siab, thiab vaj tse peev yuav pab tau, ua rau muaj zog thov rau kev tsim kho steel xws li rebar.