Qhov Xwm Txheej Geopolitical: Kev Kaw Strait of Hormuz Hloov Kho Txoj Kev Lag Luam

Qhov kev tsov rog uas muaj Iran, Ixayees, thiab Tebchaws Meskas tau nkag mus rau nws lub lim tiam thib ob, nrog rau qhov cuam tshuam loj rau kev lag luam yeeb nkab hlau.

Qhov Chaw Tseem Ceeb Uas Cuam Tshuam: Lub Strait of Hormuz, uas kwv yees li 20% ntawm kev lag luam roj thoob ntiaj teb hla, tseem yog thaj chaw muaj kev pheej hmoo siab. Thawj Tswj Hwm Fabkis Macron tau qhia txog qhov muaj peev xwm xa tub rog European mus rau thaj chaw no los tiv thaiv txoj kev xa khoom.

Kev Cuam Tshuam Hauv Cheeb Tsam: Kev tsov rog tau nthuav dav tshaj qhov kev sib ntaus sib tua ncaj qha. Lub tuam txhab roj hauv tebchaws Kuwait tau tshaj tawm tias muaj xwm txheej tsis tau tshwm sim, txo qis kev tsim roj av thiab kev ua haujlwm refining vim muaj cov nkoj tsis txaus. Qatar tau tshaj tawm tias muaj kev tawm tsam foob pob hluav taws rau ntawm nws thaj av, thaum Bahrain tau lees paub tias muaj kev puas tsuaj thiab kev raug mob ntawm cov pej xeem los ntawm Iranian drone thiab cov khib nyiab foob pob hluav taws.

Kev Nqi Zog Nce Siab: Cov nqi roj yuav nce mus txog $100 ib lub thoob, uas cuam tshuam ncaj qha rau cov nqi tsim hlau—tshwj xeeb tshaj yog rau cov haujlwm hluav taws xob arc uas nyob ntawm cov khoom siv hluav taws xob. Qhov no tsim kev nyuaj siab rau cov kav hlau carbon, cov kav hlau alloy, thiab cov kav hlau stainless seamless.

Kev Tshuaj Xyuas Kev Tshaj Tawm Khoom Muag: Kev Ntsuas Qhov Cuam Tshuam

Cov kev tshuaj xyuas kev lag luam tsis ntev los no qhia txog kev cuam tshuam loj heev ntawm Tuam Tshoj txoj kev xa tawm cov yeeb nkab hlau mus rau thaj chaw cuam tshuam.

Kev Raug Yeeb Nkab Seamless: Tseem Ceeb

Xyoo 2025 Cov Ntaub Ntawv Xa Khoom Tawm: Tuam Tshoj xa tawm 234,570 metric tons ntawm cov kav hlau tsis muaj seamless mus rau 16 lub tebchaws Middle Eastern, uas sawv cev rau 39.24% ntawm tag nrho cov yeeb nkab tsis muaj seamless xa tawm.

Cov Lag Luam Tseem Ceeb Uas Cuam Tshuam: Saudi Arabia, UAE, thiab Kuwait yog cov chaw tseem ceeb 10 lub ntiaj teb rau cov kav dej seamless Suav teb, txhua tus yuav tsum tau hla dhau Strait of Hormuz.

Kev Kwv Yees Luv: Cov kws tshuaj ntsuam kev lag luam kwv yees tias yuav muaj peev xwm txo qis 15-20% ntawm kev xa tawm cov yeeb nkab tsis muaj seamless hauv 1-2 lub hlis tom ntej yog tias kev kub ntxhov tseem muaj, nrog rau cov yeeb nkab tsis muaj seamless cuam tshuam ntau dua li cov yeeb nkab welded vim tias thaj av tsom mus rau OCTG (Oil Country Tubular Goods) thiab cov yeeb nkab kab raukev siv roj thiab roj av.

Kev Raug Cov Yeeb Nkab Welded: Nruab Nrab tab sis Tseem Ceeb

Xyoo 2025 Cov Ntaub Ntawv Xa Khoom Tawm: Cov yeeb nkab vuam xa tawm mus rau 16 lub tebchaws Middle Eastern tag nrho kwv yees li 1 lab metric tons, suav txog 16.68% ntawm tag nrho cov yeeb nkab vuam xa tawm.

Cov Khoom Cuam Tshuam: Kev xa khoom ntawm cov kav dej ua vaj tse, cov kav dej plaub fab, cov seem hollow rectangular, thiab cov kav dej piling mus rau Gulf cov haujlwm tsim kho ntsib teeb meem kev thauj mus los.

Kev Hloov Kho Tshiab Txog Kev Lag Luam Hauv Tebchaws: Kev Rov Qab Zoo Tom Qab Lub Caij So

Hauv Suav teb, kev lag luam yeeb nkab hlau tsis muaj seamless tau qhia txog kev rov zoo tom qab lub sijhawm Lunar New Year ncua.

Cov Qauv Nqe: Ruaj khov nrog rau Qhov Muaj Peev Xwm Zoo

Tus nqi tam sim no: Txij li thaum pib lub Peb Hlis, tus nqi nruab nrab hauv tebchaws rau 108 * 4.5mm seamless kav dej sawv ntawm kwv yees li RMB 4,219-4,230 / ton, qhia txog kev nce me ntsis txhua lub lim tiam ntawm 2-10 yuan hauv cov lag luam tseem ceeb.

Kev Xav Txog Kev Ua Lag Luam: Lub caij "Golden March" siab tshaj plaws maj mam pib ua haujlwm, nrog rau kev xav txog kev ua lag luam hloov pauv ntawm kev ceev fajs yigkom muaj kev cia siab ceev faj. Cov ntim kev lag luam tab tom nce siab, txawm hais tias tseem tsis tau muaj kev rov ntim khoom dua tshiab.

Kev Hloov Pauv ntawm Kev Muab Khoom thiab Kev Xav Tau

Kev Tsim Khoom Sai: Kev tsim khoom tom qab hnub so tau rov qab zoo li qub, nrog rau cov yeeb nkab tsis sib txuas ntxiv nce 55,800 metric tons txhua lub lim tiam. Kev siv peev xwm tau nce mus txog 70.07%, nce 11.19% los ntawm lub lim tiam dhau los.

Cov Qib Khoom Muag: Ob qho tib si cov khoom muag hauv lub Hoobkas (752,600 metric tons) thiab cov khoom muag hauv zej zog (700,300 metric tons) tab tom maj mam sib sau ua ke thaum cov khoom khaws cia rau lub caij ntuj no tuaj txog thiab kev rov qab los ntawm kev thov qeeb dua qhov rov pib tsim khoom.

Kev Txhawb Nqa Khoom Siv Raw: tus nqi billet qhia txog lub zog, nrog rau Steel Billet nce ntxiv 30 yuan / ton.cov pa roj carbon cokethiab cov nqi hlau tseem ruaj khov, muab kev txhawb nqa tus nqi zoo rau cov yeeb nkab hlau tiav lawm.

Kev Lag Luam Outlook rau Lub Peb Hlis

Kev pom zoo ntawm kev lag luam taw qhia tias tus nqi yuav ruaj khov mus rau qhov ruaj khov rau lub Peb Hlis tas los no, txhawb nqa los ntawm:

Maj mam tso tawm qhov kev thov thaum cov haujlwm downstream rov pib dua tag nrho

Cov nqi khoom siv raw khoom ruaj khov ua rau muaj kev txwv tsis pub muaj nqi

Kev cia siab txhawb nqa txoj cai los ntawm "Ob Lub Rooj Sib Tham" uas tab tom ua mus ntxiv

Kev tsis muaj khoom txaus hauv cov cheeb tsam tshwj xeeb vim muaj kev txwv kev tsim khoom hauv sab qaum teb

Cov Kev Cuam Tshuam Zoo rau Cov Neeg Yuav Khoom

Kev Npaj Logistics rau Kev Xa Khoom Middle East

Rau cov khoom xa tuaj rau Persian Gulf lub teb chaws (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain), cov kev xav tam sim ntawd suav nrog:

Kev Nqi Thauj Khoom Nce: Xav tias yuav muaj cov nqi ntxiv ntawm 15-25% thiab tej zaum yuav muaj kev ncua sijhawm thauj mus los 2-4 lub lis piam

Kev Sau Ntawv Kom Tseeb: Xyuas Kom Tseebtag nrhoDaim Ntawv Pov Thawj Xeem Zeb (MTC) thiab Daim Ntawv Pov Thawj Keeb Kwm yog qhov zoo tshaj plaws los txo qis kev pheej hmoo ntawm kev lis kev cai

Lwm Txoj Kev: Sib tham txog cov kev xaiv thaum muaj xwm txheej ceev nrog cov neeg muab kev pabcuam logistics

Lub Sijhawm Yuav Khoom rau Q2 2026

Thaum Q1 xaus rau lub hlis no, lub sijhawm rau kev nrhiav cov chaw tsim khoom rau Q2 cov kev xav tau tab tom nqaim zuj zus. Yuav tsum tau ua tib zoo saib xyuas rau:

Cov Khoom Siv Ntev: Cov kav dej loj uas tsis muaj qhov txuas,ASTM A335 P11/P22/P91 cov raj hlau, thiabEN 10219 S355J2H cov seem khoob

Cov Qib Xav Tau Ntau:API 5L X52/X60 kab yeeb nkab,ASTM A106 Qib BCov kav hlau carbon, thiab ASTM A312 TP304/TP316L cov kav hlau tsis xeb

Cov Khoom Siv:Cov kav hlau vuam, cov raj plaub fab, thiab cov seem hollow rectangular rau cov haujlwm tsim kho

Xaus Lus: Kev Taw Qhia Txog Kev Npaj Txhij Hauv Lub Sijhawm Tsis Paub Tseeb

Qhov kev sib koom ua ke ntawm kev tsis paub meej txog thaj chaw hauv Middle East thiab kev rov zoo ntawm kev thov hauv tsev tsim ib puag ncig kev ua lag luam nyuaj tab sis yooj yim mus los. Cov neeg yuav khoom uas ua haujlwm txiav txim siab hauv ob peb lub lis piam tom ntej - kom tau txais cov sijhawm tsim khoom Q2, txheeb xyuas cov ntaub ntawv npaj txhij, thiab tswj kev sib txuas lus qhib nrog cov neeg muag khoom - yuav yog qhov zoo tshaj plaws los daws cov teeb meem cuam tshuam.

Sanonpipe: Koj Tus Khub Hauv Kev Lag Luam Nyuaj Siab

Ua ib lub tuam txhab muab kev pabcuam yeeb nkab hlau ib zaug xwb, peb khaws cov khoom muag ntau yam thoob plaws peb cov khoom lag luam:

Cov Kav Hlau Tsis Muaj Qhov Txuas: Kwv yees li ntawm 200,000 tons ntawm cov kav hlau carbon thiab cov kav hlau alloy

Cov Khoom Siv Welded: 10,000 tons ntawm cov kav dej welded, cov kav dej square, cov kav dej rectangular, thiab cov kav dej stainless hlau

Peb lub koom haum lauscov chaw ua zebthiab lub network tsev rau khoom, ua ke nrog cov kev pabcuam dav dav los ntawm kev tswj cov khoom siv raw mus rau kev xa khoom, tso peb txoj haujlwm los txhawb koj cov kev xav tau los ntawm kev hloov pauv ntawm kev ua lag luam.

Tiv tauj peb pab neeg hnub no los tham txog koj txoj kev npaj yuav khoom hauv Q2 2026 lossis rau cov lus qhia tshwj xeeb txog kev xa khoom mus rau thaj chaw cuam tshuam.