Plaub Hlis Ntuj Tim 28, 2026 - Kev Tshaj Tawm Txog Kev Lag Luam Rau Cov Neeg Yuav Khoom Thoob Ntiaj Teb

Thaum peb nkag mus rau lub lim tiam kawg ntawm lub Plaub Hlis 2026, kev lag luam thoob ntiaj teb ntawm cov yeeb nkab hlau tsis muaj qhov txuas, cov yeeb nkab hlau welded, thiab cov khoom siv hollow section yog tsom mus rau kev tso npe ua ntej hnub so thiab kev ua tiav Q2. Nrog rau hnub so May Day (Tsib Hlis 1-5) los txog, cov neeg yuav khoom muaj lub qhov rais nqaim los ruaj ntseg cov chaw tsim khoom ua ntej kev ncua kev ua haujlwm txhua xyoo. Lub caij no, kev kub ntxhov hauv Middle East tau teeb tsa rau hauv tus qauv ntawm kev tswj hwm kev cuam tshuam, thiab cov hauv paus kev lag luam tseem ruaj khov thoob plaws feem ntau cov khoom lag luam.

Kev Hloov Kho Tshiab Txog Kev Nom Kev Tswv: Strait of Hormuz - Ruaj Khoov Tab Sis Tsis Tau Daws Teeb Meem

Kev tsov rog uas muaj Iran, Ixayees, thiab Tebchaws Meskas tseem cuam tshuam rau kev lag luam, txawm hais tias qhov xwm txheej tau nkag mus rau theem kev tswj hwm kev ntxhov siab nrog cov txheej txheem xa khoom uas tau tsim tsa.

Kev Ua Haujlwm Maritime: Lub Strait of Hormuz tseem nyob hauv qab kev pabcuam tub rog ntxiv, tsis muaj kev nce qib loj hauv ob peb lub lis piam dhau los. Cov kab xa khoom tau tswj hwm tus nqi thauj khoom ntxiv ntawm

1,000–1,000–2,500 ib lub thawv rau cov khoom thauj mus rau Gulf, thiab kev ncua sijhawm thauj mus los nruab nrab yog 7-12 hnub piv rau cov sijhawm ua ntej muaj kev tsov rog.

Kev Ntshuam Khoom Hauv Cheeb Tsam: Cov teb chaws Gulf Cooperation Council - uas suav ua ke ntau dua 26% ntawm Tuam Tshoj cov yeeb nkab tsis sib txuas - txuas ntxiv tau txais cov yeeb nkab hlau tsis sib txuas, cov yeeb nkab kab, thiab cov khoom xa tuaj OCTG, txawm hais tias kev npaj logistics xav tau lub sijhawm buffer tas li.

Kev Cuam Tshuam ntawm Tus Nqi Zog: Tus nqi roj tau ruaj khov hauv

75–75–82/barrel ntau yam, txo qhov kev nyuaj siab tam sim ntawd rau kev tsim cov hlau hluav taws xob arc thaum tswj hwm qhov chaw txhawb nqa rau tus nqi yeeb nkab carbon.

Kev Cuam Tshuam rau Hnub So Tsib Hlis: Lub Sijhawm Kawg Ua Ntej Hnub So

Lub caij so hnub May Day (Tsib Hlis 1-5) uas yuav los txog no yuav ua rau muaj kev ncua luv luv tab sis tseem ceeb hauv kev tsim khoom thiab kev xa khoom thoob plaws Suav teb. Tus qauv txhua xyoo no muaj cov ntsiab lus meej:

Cov Sij Hawm Tsim Khoom: Cov chaw tsim khoom yuav ncua kev ua haujlwm rau hnub so hauv tebchaws 5 hnub. Cov xaj uas tau muab tom qab Lub Plaub Hlis 28-29 feem ntau yuav raug ua tiav hauv lub voj voog tsim khoom tom qab hnub so (pib Lub Tsib Hlis 6-7).

Lub Sijhawm Thauj Khoom: Kev ua haujlwm ntawm chaw nres nkoj yuav qeeb qeeb thaum lub lim tiam hnub so. Qhov chaw ntawm lub nkoj rau cov khoom xa tawm thaum kawg lub Plaub Hlis tam sim no tab tom ua tiav.

Lub Sijhawm Yuav Khoom: Rau cov neeg yuav khoom uas xav tau cov kav dej tsis muaj qhov txuas, cov kav dej hlau sib xyaw, lossis cov seem ntawm cov qauv rau kev xa khoom thaum kawg lub Tsib Hlis lossis thaum pib lub Rau Hli, lub lim tiam no yog lub sijhawm kawg los nrhiav cov sijhawm tsim khoom ua ntej hnub so.

Q2 2026 Kev Hloov Kho Lag Luam: Cov Ntsiab Lus Ruaj Khov Thoob Plaws Cov Khoom

Lub quarter thib ob txuas ntxiv qhia txog cov xwm txheej kev ua lag luam sib npaug nrog kev thov ruaj khov thoob plaws cov khoom tseem ceeb.

Kev Tsim Khoom thiab Kev Muab Khoom

Cov chaw tsim khoom thoob plaws tebchaws Es Xias ua haujlwm ntawm 75-80% kev siv peev xwm, nrog rau cov yeeb nkab hlau carbon, cov yeeb nkab hlau alloy, thiab cov yeeb nkab hlau tsis xeb.

Lub sijhawm ua khoom tseem zoo ib yam: 30-40 hnub rau ASTM A106 Qib B thiab API 5L B, 45-55 hnub rau ASTM A335 alloy series (P11/P22/P91) thiab cov kav dej loj uas tsis muaj qhov sib txuas.

Tus nqi khoom siv raw - carbon steel billets, HR coils, ferroalloys, thiab scrap steel - tseem nyob rau ntau yam thoob plaws lub Plaub Hlis, muab kev kwv yees tus nqi.

Cov Kev Xav Tau Los Ntawm Kev Siv Kawg

Cov Khoom Tseem Ceeb Uas Xav Tau Hauv Kev Lag Luam

Roj & Roj Av (Sab saud) Cov kav dej API 5L X52/X60/X65 uas ruaj khov, ntim ntau, OCTG, casing, tubing

Roj & Roj (Nruab Nrab) Cov haujlwm kav dej ruaj khov Cov kav dej loj uas tsis muaj qhov txuas, cov kav dej txuas

Kev Tsim Hluav Taws Xob Ruaj Khoov, kev saib xyuas-tsav ASTM A213 T11/T22, ASTM A335 P11/P22/P91 boiler raj, cov raj hloov pauv cua sov

Kev Loj Hlob ntawm Cov Khoom Siv Hauv Tsev, tshwj xeeb tshaj yog SE Asia & Middle East EN 10210 S355J2H, EN 10219 seem, cov raj plaub fab, cov seem hollow plaub fab (RHS), cov yeeb nkab piling

Kev Tsim Khoom Lag Luam Nruab Nrab, ruaj khov Precision seamless tubes, mechanical tubing, hydraulic cylinder tubes

Kev Ua Tshuaj Lom Zem, ASTM A312 TP304/TP316L cov kav dej tsis muaj hlau, cov kav dej tsis xeb ob chav

Kev Saib Xyuas Tus Nqi rau Q2 2026 lig

Tus Nqi Yeeb Nkab Tsis Muaj Qhov Txuas: Xav tias yuav nyob ruaj khov mus txog rau lub Tsib Hlis, nrog rau kev hloov kho me ntsis rau lub Rau Hli yog tias tus nqi zog nce lossis qhov kev thov nce siab.

Tus Nqi Yeeb Nkab Welded: Kev ruaj khov xav tau, ua raws li kev txav mus los ntawm HR coil.

Kev Them Nqi Geopolitical Logistics: Cov khoom xa tuaj rau Middle East tseem pheej yig dua 8-12% piv rau lwm qhov chaw.

Xov Xwm Kev Lag Luam Tsis Ntev Los No: Peev Xwm, Txoj Cai Kev Lag Luam, thiab Kev Siv Tshuab

Muaj ntau yam kev txhim kho thaum kawg ntawm lub Plaub Hlis uas ua rau muaj kev sib tw rau cov neeg muab khoom thiab cov neeg yuav khoom yeeb nkab hlau:

Peev Xwm EAF Tshiab Nthuav Dav Kev Muab Khoom Uas Muaj Carbon Tsawg: Ib lub tuam txhab tsim hlau thib peb hauv Suav teb tau cog lus tsim ib txoj kab yeeb nkab tshiab uas muaj hluav taws xob arc furnace (EAF), ntxiv 200,000 tons ntawm peev xwm ua tau cov pa roj carbon tsawg txhua xyoo. Qhov no ua rau muaj cov yeeb nkab uas muaj carbon tsawg ntau nrog cov ntaub ntawv pov tseg ntau (20-25%) thiab kev siv hluav taws xob ntsuab (30-50%) - qhov tseem ceeb rau cov neeg yuav khoom hauv Tebchaws Europe uas ntsib cov kev cai CBAM.

Kev Tshawb Xyuas Cov Ntaub Ntawv CBAM Nce Ntxiv: Pawg Neeg Saib Xyuas European tau tshaj tawm tias muaj kev txheeb xyuas cov ntaub ntawv carbon footprint rau cov hlau xa tuaj, siv tau txij li lub Tsib Hlis 1. Cov neeg xa khoom yuav tsum xyuas kom meej tias cov ntawv qhia txog kev tso pa tawm tshwj xeeb yog qhov tseeb, txheeb xyuas tau, thiab nrog rau daim ntawv pov thawj hluav taws xob ntsuab thiab cov ntaub ntawv piv txwv pov tseg.

Cov Kav Dej Hauv Middle East Nthuav Dav: Cov phiaj xwm xa dej tshiab thiab kev tsim kho tau tshaj tawm hauv Saudi Arabia, UAE, thiab Qatar, ua rau muaj kev thov rau cov kav dej loj uas vuam, cov seem hollow, thiab cov kav dej piling rau H2 2026 thiab Q1 2027 kev xa khoom.

Kev Tshuaj Xyuas Txoj Cai Lag Luam Hauv Tebchaws Meskas: Tsoomfwv Meskas tab tom tshuaj xyuas cov se ntawm Tshooj 232 rau kev xa khoom hlau tuaj, nrog rau kev hloov kho uas yuav muaj nyob rau hauv Q3 2026. Cov neeg yuav khoom yuav tsum saib xyuas kev txhim kho rau qhov cuam tshuam rau kev lag luam yeeb nkab hlau.

Cov Khoom Siv Uas Muaj Kev Pom Zoo: Cov Qib Tseem Ceeb rau Q2 2026

Cov neeg yuav khoom uas npaj yuav tsum tau ua raws li cov kev cai ntawm Q2 thiab Q3 thaum ntxov yuav tsum muab qhov tseem ceeb rau cov lus qhia no uas muaj neeg xav tau ntau:

Qib Khoom Siv Cov Ntawv Thov Tseem Ceeb Lub Sijhawm Ua Ntej Q2 Qhov Kev Xav Tau

API 5L X52/X60/X65Cov kav dej xa roj thiab roj av 35-45 hnub Muaj kev ruaj khov, ntim ntau

ASTM A106 Qib B/C Kev pabcuam kub siab (boilers, refineries, fais fab nroj tsuag) 30-40 hnub Ruaj khov, dav dav

ASTM A335 P11/P22/P91Kev tsim hluav taws xob, cov tshuab ua kom sov siab, cov tshuab ua kom sov dua 45-55 hnub Ruaj khov, kev saib xyuas tas mus li

ASTM A312 TP304/TP316L Cov chaw ua xeb, kev ua tshuaj lom neeg, kev lag luam zaub mov 40-50 hnub Nruab nrab, tshwj xeeb rau qhov project

ASTM A333 Qib 6 Kev pabcuam kub qis (LNG, cryogenic) 40-55 hnub Niche, cov haujlwm tshwj xeeb

EN 10210 S355J2H(kub-ua tiav) Cov qauv tsim kho, kev tsim kho tsev 35-45 hnub Loj hlob, kev tsim kho vaj tse tsav los ntawm kev tsim kho vaj tse

EN 10219 S355J2H(ua txias) Cov qauv kho tshuab, cov kev txhawb nqa, scaffolding 30-40 hnub Ruaj khov, muaj dav

Cov raj xa dej tsis muaj qhov tsis sib xws Cov thooj voos kheej kheej hydraulic, cov khoom siv hauv tsheb, cov tshuab 35-50 hnub Nruab nrab, txuas nrog kev tsim khoom

Cov Lus Qhia Txog Kev Yuav Khoom Rau Lub Limtiam Kawg ntawm Lub Plaub Hlis

Thaum hnub so May Day los txog thiab Q2 pib lawm, peb xav kom ua cov hauv qab no:

Ua tiav Cov Lus Qhia Ceev Q2 Lub Lim Tiam No: Rau cov yeeb nkab seamless, cov yeeb nkab alloy, cov raj boiler, lossis cov yeeb nkab loj uas xav tau rau kev xa khoom thaum kawg Lub Tsib Hlis lossis Lub Rau Hli, tso cov lus qhia ua ntej Lub Plaub Hlis 29 kom tau txais kev faib khoom ua ntej hnub so.

Npaj rau Lub Sijhawm Ua Haujlwm Tom Qab Lub Caij So: Cov xaj uas tau muab tso rau lub lim tiam hnub so (Tsib Hlis 1-5) yuav raug ua tiav txij li Lub Tsib Hlis 6. Muab qhov kev ncua 5 hnub no tso rau hauv koj cov kev xam xaj xa khoom, tshwj xeeb tshaj yog rau cov haujlwm uas muaj sijhawm ceev.

Npaj Cov Ntaub Ntawv CBAM Thaum Ntxov: Rau kev xa khoom mus rau Tebchaws Europe ntawm cov kav hlau carbon, cov kav hlau alloy, lossis cov kav hlau stainless hlau seamless, thov cov pob ntaub ntawv carbon footprint tiav - suav nrog daim ntawv pov thawj fais fab ntsuab, kev txheeb xyuas qhov sib piv ntawm cov khoom seem, thiab cov ntawv qhia txog kev tso pa tawm tshwj xeeb - ua ntej xa khoom.

Kev Thauj Khoom Ruaj Ntseg Rau Cov Chaw Mus Ncig Gulf: Rau cov kav dej thiab OCTG xa khoom mus rau Middle East, tswj 1-2 lub lis piam ntawm lub sijhawm buffer hauv koj txoj kev npaj thauj khoom vim yog kev hloov kho txoj kev thiab qhov muaj peev xwm ntawm chaw nres nkoj.

Saib Xyuas Txoj Cai Lag Luam Hauv Tebchaws Meskas: Rau cov neeg yuav khoom uas muaj kev paub txog kev lag luam hauv Tebchaws Meskas, nyob twj ywm paub txog kev tshuaj xyuas tus nqi se ntawm Tshooj 232, vim tias kev hloov pauv yuav cuam tshuam rau tus nqi yeeb nkab hlau thiab kev lag luam hauv H2 2026.

Sanonpipe: Koj Tus Khub Txhim Khu Kev Ntseeg Tau Los Ntawm Kev Ua Lag Luam

Ua ib lub tuam txhab muab kev pabcuam yeeb nkab hlau uas muaj txhua yam koj xav tau, peb cog lus tias yuav ua tus khub koom tes uas peb ntseeg siab tshaj plaws hauv kev lag luam thoob ntiaj teb. Peb lub peev xwm suav nrog:

Cov Khoom Muag Sib Txawv: Kwv yees li ntawm 200,000 tons ntawm cov kav hlau tsis muaj qhov (cov hlau carbon thiab cov hlau sib xyaw), ntxiv rau 10,000 tons ntawm cov kav hlau vuam, cov kav hlau plaub fab, cov kav hlau plaub fab, thiab cov kav hlau tsis xeb hauv Tshuag, npaj txhij rau kev xa khoom sai.

Cov Khoom Siv Uas Muaj Carbon Tsawg: Kev koom tes nrog cov chaw tsim khoom uas muab EAF ntau lawm, cov khoom seem ntau (20-25%), thiab lub zog ntsuab (30-50%), txhawb nqa los ntawm kev tshaj tawm cov ntaub ntawv carbon uas ua raws li CBAM thiab kev txheeb xyuas los ntawm cov neeg thib peb.

Kev Pabcuam Tag Nrho: Txij li kev nrhiav cov khoom siv raw thiab kev txheeb xyuas mus rau kev txiav, xov, txheej, ntim khoom, thiab xa khoom - peb ua kom koj cov khoom xa tuaj thoob plaws ntiaj teb yooj yim dua.

Kev Ncav Mus Thoob Ntiaj Teb: Peb pab neeg xa khoom xa tawm uas muaj kev paub dhau los ua haujlwm xa khoom, cov ntaub ntawv (suav nrog daim ntawv pov thawj MTC, daim ntawv pov thawj keeb kwm), thiab kev tshem tawm kev lis kev cai rau kev xa khoom thoob ntiaj teb.

Hu rau peb pab neeg lub lim tiam no kom ua tiav koj cov xaj ua ntej hnub so, thov tus nqi tam sim no, lossis tham txog koj txoj kev npaj yuav khoom hauv Q2 thiab Q3 2026. Peb nyob ntawm no los pab koj taug kev hauv kev ua lag luam nrog kev ntseeg siab.