Ⅰ.Falanqaynta Qodobbada Saamaynta Ugu Weyn
1. Saamaynta siyaasadda dhexdhexaadka ah ee kaarboonka
Intii lagu guda jiray shirkii 75-aad ee Qaramada Midoobay 2020, Shiinaha ayaa soo jeediyay taas “qiiqa kaarboon dioxide waa in uu kor u kacaa 2030 oo lagu guuleysto dhexdhexaadinta kaarboon 2060”.
Hadda, yoolkan ayaa si rasmi ah loo geliyey qorshaynta maamulka ee dawladda Shiinaha, ha ahaato shirarka guud iyo siyaasada dawlada hoose labadaba.
Marka loo eego tignoolajiyada wax soo saarka ee Shiinaha ee hadda, Xakamaynta qiiqa kaarboonka muddada gaaban waxay yarayn kartaa wax soo saarka birta. Sidaa darteed, laga bilaabo saadaasha macro, wax soo saarka birta mustaqbalka waa la dhimi doonaa.
Arrintan ayaa ka muuqatay wareegtada ka soo baxday dowladda hoose ee Tangshan, Soo saaraha birta ugu weyn ee Shiinaha, bisha Maarso 19,2021, ku saabsan ka warbixinta tallaabooyinka lagu xaddidayo wax-soo-saarka iyo dhimista qiiqa qiiqa birta iyo shirkadaha birta.
Ogeysiiska ayaa u baahan taas, marka lagu daro 3 shirkadaha caadiga ah ,14 Shirkadaha soo hadhay waxay ku kooban yihiin 50 wax soo saarka bisha Luulyo ,30 ilaa December, iyo 16 ilaa December.
Kadib siideynta rasmiga ah ee dukumentigan, qiimaha birta ayaa aad kor ugu kacay. (fadlan iska hubi sawirka hoose)
Xigasho: MySteel.com
2. Caqabadaha tignoolajiyada warshadaha
Si loo gaaro hadafka dhexdhexaadinta kaarboonka, dawlada, marka lagu daro xaddididda wax soo saarka shirkadaha leh qiiqa kaarboonka weyn, waxaa lagama maarmaan ah in la hagaajiyo farsamada wax soo saarka ee shirkadaha.
Hadda, jihada tiknoolajiyada wax soo saarka nadiifka ah ee Shiinaha waa sida soo socota:
- Birta foornada Korontada halkii laga samayn lahaa birta foornada dhaqameed.
- Samaynta tamarta hydrogen waxay beddeshaa habka dhaqanka.
Kharashkii hore ayaa kordha 10-30% iyadoo ay ugu wacan tahay gabaabsiga alaabta ceeriin ee qashinka ah, ilaha korontada iyo caqabadaha qiimaha ee Shiinaha, halka kan dambe uu u baahan yahay in uu soo saaro hydrogen iyada oo loo marayo biyaha electrolytic, kaas oo sidoo kale lagu xaddiday ilaha korontada, kharashkana wuu kordhaa 20-30%.
Muddada gaaban, teknoolajiyada wax soo saarka shirkadaha birta hagaajinta dhibaatooyinka, si degdeg ah uma buuxin karo shuruudaha dhimista qiiqa. Markaa awoodda muddada gaaban, way adagtahay in laga soo kabsado.
3. Saamaynta sicir bararka
Markaad akhrido Warbixinta Hirgelinta Siyaasadda Lacagta ee Shiinaha ee uu soo saaray Bangiga Dhexe ee Shiinaha, Waxaan ogaanay in cudurka faafa ee taajka cusub uu si weyn u saameeyay hawlgalka dhaqaalaha, in kasta oo Shiinuhu uu si tartiib tartiib ah u bilaabay wax soo saarka rubuci labaad ka dib, balse hoos u dhaca dhaqaalaha aduunka, si loo kiciyo isticmaalka gudaha, tan labaad, Saddexaad iyo afraad waxay qaateen siyaasad lacageed oo dabacsan.
Tani waxay si toos ah u horseedaysaa korodhka qulqulka suuqa, taasoo keenaysa qiimo sare.
PPI ayaa koraysay ilaa bishii November ee la soo dhaafay, kororka ayaa si tartiib tartiib ah u kordhay. (PPI waa cabbirka isbeddelka iyo heerka isbeddelka qiimihii warshadihii hore ee shirkadaha warshadaha)
Xigasho: Xafiiska Qaranka ee Tirakoobka Shiinaha
Ⅱ.Gabagabo
Iyada oo ay saameynayso siyaasadda, Suuqa birta ee Shiinaha ayaa hadda soo bandhigaya isku dheelitir la'aanta u dhaxaysa sahayda iyo baahida muddada gaaban. Inkasta oo wax soo saarka birta iyo birta ee degaanka Tangshan uu hadda xaddidan yahay, after entering the autumn and winter season in the second half of the year, iron and steel production enterprises in other parts of the north will also be regulated, which is likely to cause further impact on the market.
If we want to solve this problem from the root, we need steel enterprises to upgrade their technology. But according to the data, only a few large state-owned steel enterprises are carrying out new technology pilot. Thus, it can be predicted that this supply-demand imbalance will persist by the end of the year.
In the context of the epidemic, the world generally adopted loose monetary policy, China is no exception. Although, starting in 2021, the government adopted a more robust monetary policy to ease inflation, perhaps to some extent to cushion the rise in steel prices. Si kastaba ha ahaatee, iyada oo ay saamaysay sicir-bararka shisheeye, saamaynta kama dambaysta ah way adag tahay in la go'aamiyo.
Marka la eego qiimaha birta ee qaybta labaad ee sanadka, Waxaan u maleyneynaa in ay wax yar is bedbedeli doonto oo ay si tartiib ah u kici doonto.
Ⅲ.Tixraac
[1] Dalabka ahaansho “ka adag”! Meesha ugu sarreysa ee kaarboonka iyo dhexdhexaadnimada kaarboonku waxay horseedaan horumarinta tayada sare leh ee warshadaha birta.
[2] Shirkan ayaa qorshaynaya “14th Qorshaha Shanta Sano” shaqada kaarboonka ugu sarreysa iyo dhexdhexaadnimada kaarboonka.
[3] Birta iyo Birta Tangshan: Xayiraadaha wax soo saarka sannadlaha ah ayaa dhaaftay 50%, qiimuhuna wuxuu gaadhay heerar cusub oo 13 sano ah.
[4] Bangiga Dadweynaha ee Shiinaha. Warbixinta Fulinta Siyaasadda Lacagta ee Shiinaha ee Q1-Q4 2020.
[5] Xafiiska Magaalada Tangshan ee Kooxda Hogaaminaysa Kahortagga iyo Xakamaynta Wasakhowga Hawada. Ogeysiis ku saabsan ka warbixinta xaddidaadda Wax soo saarka iyo Tallaabooyinka dhimista Soo-saarka ee Shirkadaha Warshadaha Birta.
[6]WANG Guo-jun，ZHU Qing-de，WEI Guo-li. Isbarbardhigga Qiimaha u dhexeeya EAF Steel iyo Birta Beddelka,2019[10]
Afeef:
Gabagabada warbixintu waa tixraac kaliya.