Plaub Hlis 24, 2026 - Kev Ntsuam Xyuas Kev Lag Luam Ua Ntej Lub Caij So thiab Q2 Outlook

Thaum peb nkag mus rau lub lim tiam thib peb ntawm lub Plaub Hlis 2026, kev lag luam thoob ntiaj teb ntawm cov yeeb nkab hlau tsis muaj qhov sib txuas, cov yeeb nkab hlau welded, thiab cov khoom siv hollow section tab tom taug kev sib txawv: kev ua haujlwm Q2 muaj zog sib npaug nrog kev ncua sijhawm ua haujlwm rau hnub so May Day hauv cov cheeb tsam tseem ceeb. Nrog rau ib lub lim tiam tseem tshuav rau lub Plaub Hlis, cov neeg yuav khoom tab tom txiav txim siab zaum kawg kom tau txais cov chaw tsim khoom ua ntej hnub so, thaum tib lub sijhawm suav nrog kev kub ntxhov hauv thaj chaw hauv Middle East.

Kev Hloov Kho Tshiab Txog Kev Nom Kev Tswv: Strait of Hormuz - Ib Qho Chaw Tswj Kev Pheej Hmoo

Kev tsis sib haum xeeb tub rog uas muaj Iran, Ixayees, thiab Tebchaws Meskas tau nkag mus rau theem ntawm kev tswj hwm kev ntxhov siab, nrog rau cov txheej txheem tsim tsa tam sim no rau kev xa khoom lag luam.

Kev Ua Haujlwm Maritime Li Qub: Lub Strait of Hormuz tseem nyob hauv qab cov txheej txheem tiv thaiv tub rog, tab sis tsis muaj kev nce qib loj tshwm sim hauv ob peb lub lis piam dhau los. Cov kab xa khoom tau tswj hwm tus nqi thauj khoom ntawm $ 1,000– $ 3,000 rau ib lub thawv rau cov khoom thauj mus rau Gulf, nrog rau kev ncua sijhawm thauj mus los nruab nrab 10-12 hnub piv rau cov sijhawm ua ntej muaj kev tsov rog.

Kev Ntshuam Khoom Hauv Cheeb Tsam: Cov teb chaws hauv Gulf Cooperation Council (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain) - uas suav ua ke ntau dua 26% ntawm Tuam Tshoj cov yeeb nkab xa tawm - txuas ntxiv tau txais cov yeeb nkab hlau tsis muaj seamless, txawm hais tias kev npaj logistics xav tau lub sijhawm buffer tas li.

Kev Ruaj Ntseg Tus Nqi Zog: Tus nqi roj tau nyob hauv $ 78– $ 85 / thoob, 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 cov yeeb nkab hlau carbon thiab cov yeeb nkab hlau alloy.

Kev Cuam Tshuam rau Hnub So Tsib Hlis: Kev Kaw Lub Qhov Rai 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 sij hawm 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 txiaj ntsig kwv yees tau:

Cov Sij Hawm Tsim Khoom: Cov chaw tsim khoom yuav ncua kev ua haujlwm rau hnub so hauv tebchaws 5 hnub, nrog rau kev nce qib ntawm kev tsim khoom rov qab mus rau qhov muaj peev xwm tag nrho thaum Lub Tsib Hlis 7-8. Cov xaj uas tau muab tom qab Lub Plaub Hlis 25 feem ntau yuav raug ua tiav hauv lub voj voog tsim khoom tom qab hnub so.

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 vuam, 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 tau cov sijhawm tsim khoom ua ntej hnub so.

Q2 2026 Kev Hloov Kho Lag Luam: Cov Ntsiab Lus Ruaj Khov nrog Kev Hloov Pauv Hauv Cheeb Tsam

Lub quarter thib ob txuas ntxiv qhia txog cov xwm txheej kev ua lag luam sib npaug nrog cov qauv kev thov hauv cheeb tsam meej.

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 ruaj khov: 30-40 hnub rauASTM A106 Qib BthiabAPI 5L GRB, 45-55 hnub rauASTM A335 hlauseries thiab cov kav dej loj uas tsis muaj qhov sib txuas.

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

Cov Kev Xav Tau Los Ntawm Kev Lag Luam

Cov Khoom Tseem Ceeb Uas Xav Tau Hauv Kev Lag Luam

Roj thiab roj av ruaj khov, ntim ntauAPI 5L X52/X60/X65 kab yeeb nkab, OCTG, casing, tubing

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

Kev Loj Hlob ntawm Cov Kev Tsim Kho Vaj Tse, tshwj xeeb yog SE AsiaEN 10210 S355J2H, EN 10219 seem, cov raj plaub fab, cov yeeb nkab piling

Kev Lag Luam Nruab Nrab, kev tsim khoom txuas nrog Precision seamless raj, mechanical raj, hydraulic lub tog raj kheej raj

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 siab.

Kev Them Nqi Geopolitical Logistics: Cov khoom xa tuaj rau Middle East tseem pheej yig dua 10-15% piv rau lwm qhov chaw.

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

Muaj ntau yam kev txhim kho thaum kawg lub Plaub Hlis uas ua rau muaj kev sib tw:

Peev Xwm Tshiab ntawm EAF Seamless Pipe Online: Ib pawg hlau thib ob hauv Suav teb tau pib tsim khoom ntawm lub chaw tsim khoom tshiab ntawm lub cub tawg hluav taws xob arc (EAF) seamless pipe, ntxiv 250,000 tons ntawm cov peev xwm qis-carbon txhua xyoo. Qhov no nthuav dav kev muaj cov kav dej qis-carbon seamless nrog cov ntaub ntawv pov tseg siab thiab kev siv hluav taws xob ntsuab - tseem ceeb dua rau cov neeg yuav khoom European uas ntsib cov kev cai CBAM.

Kev Txheeb Xyuas CBAM Nce Ntxiv: European Commission tau tshaj tawm tias muaj kev tshuaj xyuas cov ntaub ntawv carbon footprint ntawm cov hlau xa tuaj, pib siv txij li lub Tsib Hlis 1. Cov neeg xa khoom yuav tsum xyuas kom meej tias cov ntawv qhia txog kev tso pa tawm ntawm cov hlau yog qhov tseeb thiab tuaj yeem txheeb xyuas tau.

Cov Kav Dej Hauv Nruab Nrab Sab Hnub Tuaj: Muaj ntau qhov project loj txog kev xa dej thiab kev tsim kho tau tshaj tawm hauv Saudi Arabia thiab UAE, ua rau muaj kev thov rau cov kav dej loj thiab cov seem hollow rau kev xa khoom H2 2026.

Cov Khoom Siv Tseem Ceeb: Q2 Kev Xav Tau thiab Lub Sijhawm Ua Tau

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

API 5L X52/X60/X65 Cov kav dej roj thiab roj av 35-45 hnub Siv tau ntev, ntim tau ntau

ASTM A106 Qib B/C Kev pab cuam kub siab 30-40 hnub Ruaj khov, dav dav

ASTM A335 P11/P22/P91 Cov boilers tsim hluav taws xob 45-55 hnub Ruaj khov, kev saib xyuas voj voog

ASTM A312 TP304/TP316L Ib puag ncig xeb 40-50 hnub Nruab nrab, tshwj xeeb rau qhov project

EN 10210 S355J2H (kub-ua tiav) Cov qauv tsim kho 35-45 hnub Kev loj hlob, kev tsim kho vaj tse

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

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

Cov Lus Qhia Txog Kev Yuav Khoom Ua Ntej Lub Limtiam So

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

Ua tiav Cov Lus Qhia Ceev Q2 Lub Lim Tiam No: Rau cov yeeb nkab seamless, yeeb nkab alloy, 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 25 kom tau txais kev faib khoom ua ntej hnub so.

Npaj rau Lub Sijhawm Ua Ntej 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 no tso rau hauv koj cov kev xam xaj xa khoom.

NpajCBAMCov Ntaub Ntawv Ua Ntej: Rau cov khoom xa tuaj rau Tebchaws Europe, xyuas kom koj tus xa khoom yeeb nkab hlau muab cov ntaub ntawv carbon footprint tiav, suav nrog daim ntawv pov thawj fais fab ntsuab thiab kev txheeb xyuas qhov sib piv ntawm cov khoom seem, ua ntej xa khoom.

Kev Thauj Khoom Ruaj Ntseg Rau Cov Chaw Mus Ncig Gulf: Rau cov yeeb nkab thiab OCTG xa mus rau Middle East, tswj 2-3 lub lis piam ntawm lub sijhawm buffer hauv koj txoj kev npaj thauj khoom vim yog kev hloov kho txoj kev mus los.

Sanonpipe: Koj Tus Khub Los Ntawm Kev Ua Lag Luam Rhythms

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 Tag Nrho: Kwv yees li ntawm 200,000 tons ntawm cov kav hlau tsis muaj qhov (carbon thiab alloy), ntxiv rau 10,000 tons ntawm cov kav hlau welded, cov kav hlau square/rectangular, thiab cov kav hlau stainless.

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.

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

Tiv tauj peb pab neeg lub lim tiam no kom ua tiav koj cov xaj ua ntej hnub so lossis los tham txog koj txoj kev npaj yuav khoom hauv Q2 2026.