Lub Peb Hlis 5, 2026 - Kev Tshawb Fawb Txog Kev Hloov Kho Cov Khoom Siv thiab Cov Kev Npaj Zoo

Thaum peb nkag mus rau lub lim tiam thawj zaug ntawm lub Peb Hlis 2026, kev lag luam thoob ntiaj teb seamless steel yeeb nkab, welded steel yeeb nkab, thiab hollow structural section market sawv ntawm qhov kev sib tshuam tseem ceeb. Nrog kwv yees li plaub lub lis piam tseem nyob hauv Q1 2026, kev lag luam tab tom taug kev tom qab Xyoo Tshiab Lunar kev tsim khoom nce siab thaum tib lub sijhawm soj ntsuam qhov cuam tshuam tob ntawm kev nce siab ntawm geopolitical kev kub ntxhov hauv Middle East. Lub Ob Hlis 28 kev ua tub rog uas muaj feem cuam tshuam nrog Iran, Ixayees, thiab Tebchaws Meskas, ua ke nrog kev kaw ntawm Strait of Hormuz, tau qhia txog cov yam ntxwv tshiab rau hauv kev lag luam thoob ntiaj teb lub zog thiab kev lag luam hlau.

Kev Txheeb Xyuas Txog Geopolitical: Qhov Teeb Meem Ntawm Strait of Hormuz

Qhov kev nce siab tsis ntev los no hauv Middle East tau hloov pauv qhov kev thauj mus los rau cov yeeb nkab hlau mus rau cov lag luam tseem ceeb. Thaum Lub Ob Hlis 28, 2026, kev ua tub rog ua ke rau Iran tau ua rau muaj kev ua pauj tam sim ntawd, suav nrog kev kaw Strait of Hormuz - qhov chaw uas kwv yees li 20% ntawm kev lag luam roj thoob ntiaj teb hla. Qhov kev txhim kho no muaj cov teeb meem tseem ceeb rau kev lag luam yeeb nkab hlau:

Kev Cuam Tshuam Rau Tus Nqi Zog: Tus nqi roj nce siab, nrog rau qhov yuav nce mus txog $ 100 ib lub thoob, cuam tshuam ncaj qha rau tus nqi tsim hlau - tshwj xeeb tshaj yog rau cov haujlwm hluav taws xob arc uas vam khom ntau rau cov khoom siv hluav taws xob. Qhov no tsim kev nyuaj siab rau tus nqi tsim khoom rau cov kav hlau carbon, cov kav hlau alloy, thiab cov kav hlau stainless hlau seamless.

Kev Cuam Tshuam Txog Kev Thauj Khoom: Cov tswv nkoj tab tom ncua kev mus ncig lossis hloov mus rau txoj kev ntev dua thiab kim dua, ua rau tus nqi thauj khoom nce sai thiab lub sijhawm xa khoom ntev dua rau cov yeeb nkab kab, OCTG (Oil Country Tubular Goods), thiab cov yeeb nkab qauv xa mus rau Middle Eastern kev lag luam.

Kev Tshaj Tawm Ncaj Qha: Ib Daim Duab Zoo Nkauj

Kev tshuaj xyuas dav dav qhia tau hais tias thaum kev cuam tshuam ncaj qha rau cov lag luam Iranian yog qhov tsawg heev, qhov cuam tshuam tsis ncaj qha los ntawm cov chaw logistics hauv cheeb tsam yog qhov tseem ceeb.

Kev Raug Txwv Ncaj Qha rau Iran:

Cov Yeeb Nkab Hlau Tsis Muaj Qhov Txuas: Xyoo 2025, Tuam Tshoj cov yeeb nkab tsis muaj qhov txuas xa tawm mus rau Iran tsuas yog 33,040 metric tons, uas tsuas yog 0.53% ntawm tag nrho cov yeeb nkab tsis muaj qhov txuas xa tawm - tus lej uas tau poob qis los ntawm 1.49% hauv xyoo 2021.

Cov Kav Hlau Welded: Ib yam li ntawd, kev xa tawm cov kav hlau welded mus rau Iran tsuas yog 7,610 metric tons hauv xyoo 2025, suav txog tsuas yog 0.12% ntawm tag nrho cov yeeb nkab welded xa tawm.

Cov lej no lees paub tias Iran nws tus kheej tsis yog lub khw tseem ceeb rau cov neeg xa khoom yeeb nkab hlau Suav teb. Qhov tseeb tiag yog nyob rau lwm qhov.

Kev Cuam Tshuam Tsis Ncaj Qha Los Ntawm Persian Gulf Hubs:

Qhov kev kaw ntawm Strait of Hormuz cuam tshuam ncaj qha rau kev xa khoom mus rau rau lub tebchaws Persian Gulf uas sawv cev rau ib feem loj ntawm Tuam Tshoj cov yeeb nkab xa tawm:

Rau Cov Kav Hlau Tsis Muaj Qhov Txuas: Saudi Arabia, UAE, Iraq, Kuwait, Qatar, thiab Bahrain tau xa tawm 1.653 lab metric tons ntawm cov kav hlau tsis muaj qhov txuas los ntawm Tuam Tshoj hauv xyoo 2025—uas yog 26.31% ntawm tag nrho cov yeeb nkab tsis muaj qhov txuas xa tawm. Qhov no sawv cev rau yuav luag ib feem plaub ntawm tag nrho cov yeeb nkab tsis muaj qhov txuas xa tawm, txhua yam uas hla dhau Strait of Hormuz.

Rau Cov Kav Hlau Welded: Saudi Arabia thiab UAE ib leeg suav txog 679,300 metric tons ntawm cov kav hlau welded xa tuaj rau xyoo 2025, uas sawv cev rau yuav luag 11% ntawm tag nrho cov yeeb nkab welded xa tawm.

Qhov kev cuam tshuam tam sim no ua rau muaj kev cov nyom tam sim ntawd rau cov khoom xa tuaj no: cov nqi thauj khoom nce siab, kev sib tsoo ntawm chaw nres nkoj, lub sijhawm xa khoom ntev dua, thiab nce ntxiv履约kev pheej hmoo.

Q1 2026 Kev Lag Luam Dynamics: Kev Rov Qab Zoo Tom Qab Lub Caij So

Nyob rau hauv qab no geopolitical backdrop, lub lag luam hauv tsev tau ruaj khov kho li qub tom qab lub sijhawm Lunar New Year ncua.

Rov Pib Tsim Khoom Dua:

Tom qab 4-5 lub lis piam kev tsim khoom raug ncua, cov chaw tsim khoom thoob plaws Asia tau rov qab ua haujlwm nrog lub zog tseem ceeb. Cov neeg ua haujlwm tuaj koom ntawm cov tuam txhab yeeb nkab seamless thiab welded uas tau soj ntsuam tau txog li 65% thaum hnub kaum ntawm Xyoo Tshiab, nrog rau kev siv cov khoom siv ntaus 40% hauv thawj lub lim tiam rov qab. Kev tsim cov yeeb nkab API 5L, ASTM A106 Qib B seamless, thiab OCTG tam sim no tab tom nrawm dua.

Qhov Tseem Ceeb ntawm Kev Txiav Txim Backlog:

Theem pib ntawm kev tsim khoom yog tsom mus rau kev tshem tawm cov khoom tseem ceeb ua ntej hnub so. Qhov no suav nrog kev xa khoom qeeb rau cov haujlwm roj thiab roj av, cov khoom siv hluav taws xob uas xav tau cov kav dej boiler thiab cov kav dej hloov cua sov, thiab cov qauv tsim kho uas xav tau cov kav dej thiab cov seem hollow. Cov lus nug tshiab rau cov kav hlau tsis muaj seamless thiab cov kav hlau alloy tab tom nkag mus rau hauv kab tom qab cov lus cog tseg no.

Kev Pom Zoo Txog Tus Nqi:

Cov kws tshuaj ntsuam kev lag luam kwv yees tias cov nqi yeeb nkab seamless yuav pom kev nce siab me ntsis hauv lub Peb Hlis, txhawb nqa los ntawm:

Cov xwm txheej tsis khoom txaus uas tseem muaj txij li hnub so ntev

Cov yam ntxwv ntawm tus nqi zog nce siab uas cuam tshuam nrog kev kub ntxhov hauv Middle East

Maj mam rov qab zoo li qub thaum cov haujlwm hauv qab dej rov pib dua

Kev cia siab nyob ib puag ncig两会cov ntawv tshaj tawm txoj cai

Txawm li cas los xij, kev ua lag luam tseem ceev faj, nrog cov neeg yuav khoom siv txoj hauv kev tos thiab saib kom txog thaum muaj cov xaj tiag tiag.

Cov Kev Cuam Tshuam Tseem Ceeb rau Kev Yuav Khoom Yeeb Nkab Hlau

Qhov kev sib sau ua ke ntawm kev tsis paub meej txog geopolitical thiab kev muab khoom nruj tom qab hnub so xav tau cov tswv yim yuav khoom ua ntej.

Cov Neeg Yuav Khoom Uas Tsom Mus Rau Middle East: Rau cov khoom xa tuaj rau Saudi Arabia, UAE, Iraq, Kuwait, Qatar, thiab Bahrain, kev npaj thauj khoom tam sim ntawd yog qhov tseem ceeb. Xav tias tus nqi thauj khoom yuav nce ntxiv ntawm 15-25% thiab tej zaum yuav ncua sijhawm ntawm 2-4 lub lis piam. Paub meej nrog koj tus neeg xa khoom yeeb nkab hlau tias txhua daim ntawv pov thawj kuaj zeb (MTC) thiab daim ntawv pov thawj keeb kwm yog qhov zoo tshaj plaws kom txo qis kev pheej hmoo ntawm kev lis kev cai.

Kev Xav Txog Kev Ua Ntau Yam: Qhov xwm txheej tam sim no qhia txog qhov tseem ceeb ntawm kev ua ntau yam ntaub ntawv xa tawm thiab tshawb nrhiav lwm txoj kev xaiv rau cov yeeb nkab tseem ceeb thiab kev xa khoom OCTG.

Kev Npaj Ceev Hauv Q2: Muaj kwv yees li plaub lub lis piam tseem tshuav rau Q1, tam sim no yog lub sijhawm los ua kom tiav cov kev cai ntawm Q2 2026. Rau cov haujlwm uas xav tauASTM A335 P11/P22/P91 cov hlab hlau, EN 10219 S355J2Hcov seem khoob, lossis API 5L X52/X60 kab yeeb nkab, kev koom tes thaum ntxov ua kom ruaj ntseg qhov chaw tsim khoom ua ntej muaj kev cuam tshuam ntxiv.

Cov Khoom Muag Uas Nthuav Dav: Ua Tau Raws Li Cov Qauv Thoob Ntiaj Teb Uas Hloov Pauv

Nyob rau hauv kev hloov pauv ntawm kev ua lag luam no, peb txuas ntxiv txhim kho peb cov khoom lag luam kom ua tau raws li ntau yam kev xav tau ntawm cov haujlwm thoob ntiaj teb.

Cov Kev Dais Teeb Meem Txog Cov Yeeb Nkab Hlau Uas Tau Txuas: Peb cov yeeb nkab hlau uas tau txuas ntxiv mus no muaj cov kev siv rau cov qauv tsev, cov tshuab, thiab cov kav dej, thiab muab cov kev xaiv uas pheej yig uas tsis tas yuav tsum muaj cov lus qhia sib txuas.

Cov Tshooj Cai Hollow raws li European Cov Qauv: Peb muab cov raj plaub fab zoo tshaj plaws thiab cov seem hollow (RHS) tsim los rauEN 10210(ua tiav kub) thiabEN 10219(ua txias). Cov qib suav nrog S355J2H muab cov piv zog zoo heev rau kev tsim kho niaj hnub, kev tsim kho vaj tse, thiab cov khoom siv hauv kev lag luam.

Kev daws teeb meem tag nrho: Txij li cov kav dej siab tsis muaj qhov sib txuas rau kev pabcuam tseem ceeb mus rau cov kav dej welded thiab cov seem ua kom raug, peb muab ib qho chaw txhim khu kev qha rau koj cov kav dej hlau thiab cov raj xa dej tiav.

Xaus Lus: Kev Taw Qhia Txog Kev Npaj Txhij Hauv Lub Sijhawm Nyuaj Siab

Lub hli kawg ntawm Q1 2026 nthuav tawm ib qho chaw ua haujlwm nyuaj tshwj xeeb - sib npaug ntawm kev tsim khoom tom qab hnub so nrog kev cuam tshuam geopolitical cuam tshuam rau cov lag luam tseem ceeb hauv Middle Eastern. Kev vam meej yuav tsum tau cov neeg yuav khoom ua nrog ob qho tib si ceev thiab meej, txhawb nqa los ntawm cov neeg muag khoom uas nkag siab txog cov teeb meem ntau yam no.

 Peb yog koj tus khub koom tes zoo rau kev daws qhov teeb meem no. Peb qhov kev txawj ntse suav nrog txhua yam los ntawm cov kav hlau tsis muaj seamless thiab cov kav hlau alloy mus rau peb cov kab txuas ntxiv ntawm cov kav hlau welded thiab cov qauv European hollow. Peb ua ke kev ntseeg siab ua haujlwm nrog kev txawj ntse hauv kev lag luam tob kom ntseeg tau tias koj cov haujlwm muaj cov ntaub ntawv zoo, nrog rau cov ntawv pov thawj zoo, thaum lub sijhawm zoo - tsis hais txog kev tsis paub meej thoob ntiaj teb.

Tiv tauj peb pab neeg muag khoom hnub no los tham txog koj txoj kev npaj yuav khoom hauv Q2 2026 thiab ruaj ntseg kev nkag mus rau lub peev xwm tsim khoom tom qab hnub so thaum muaj kev hloov pauv ntawm kev ua lag luam.