Xyoo 2021, txuas ntxiv mus tob zuj zus kev hloov pauv ntawm kev lag luam yeeb nkab hlau hauv peb lub tebchaws, txhawb kev hloov pauv ntawm kev lag luam ntsuab qis carbon, thiab kev hloov pauv loj hauv txoj cai kev lag luam hauv lub tebchaws, siv kev tswj hwm lub peev xwm, cov zis, tshem tawm txhua qhov kev them se xa tawm hlau, nyob rau hauv keeb kwm yav dhau los ntawm kev ua tiav ob npaug carbon, daws qhov xwm txheej hloov pauv ntawm kev thov hauv tsev thiab txawv teb chaws, sim kov yeej tus nqi khoom qub nyuaj siab, Kev zom zaub mov ntawm kev tiv thaiv ib puag ncig thiab lwm yam xws li tus nqi ntawm kev nce siab, kev paub txog "txo kom muaj nuj nqis thiab txhim kho zoo" kev txhim kho zoo, kev ua haujlwm tag nrho ntawm kev lag luam ruaj khov, kom ua tau raws li kev lag luam steel downstream thiab xyuas kom meej tias kev rov qab los ntawm lub tebchaws kev lag luam tau ua rau muaj txiaj ntsig zoo.

1 Kev tsim cov yeeb nkab hlau thiab kev siv pom tseeb hauv Suav teb

Raws li cov ntaub ntawv tsim cov yeeb nkab welded uas tau tshaj tawm los ntawm Lub Chaw Haujlwm Saib Xyuas Kev Txheeb Xyuas Hauv Tebchaws thiab ceg yeeb nkab hlau raws li cov ntaub ntawv tsim khoom ntawm cov tswv cuab lag luam los kwv yees cov ntaub ntawv tsim cov yeeb nkab hlau seamless, txij lub Ib Hlis mus txog lub Kaum Ob Hlis 2021, kev tsim cov yeeb nkab hlau hauv tebchaws yog 853.62 lab tons, poob qis 3.66%; Kev siv pom tseeb yog 78,811,600 tons, poob qis 4.33% xyoo-rau-xyoo. Ntawm lawv, kev tsim cov yeeb nkab welded yog 58.832 lab tons, poob qis 3.57% xyoo-rau-xyoo; Kev siv pom tseeb yog 55.2763 lab tons, poob qis 4.07% xyoo-rau-xyoo. Kev kwv yees ntawm kev tsim cov yeeb nkab hlau seamless yog 26.80.00 lab tons, poob qis 3.86% xyoo-rau-xyoo; Kev siv pom tseeb yog 23.5353 lab tons, nrog rau kev txo qis txhua xyoo ntawm 4.93%. Nws tuaj yeem pom tias xyoo 2021, Tuam Tshoj txoj kev tsim cov yeeb nkab hlau, cov yeeb nkab hlau tsis muaj qhov, cov yeeb nkab vuam thiab kev siv pom tseeb txo qis txhua xyoo. Cov zis thiab kev siv pom tseeb ntawm cov yeeb nkab hlau hauv Tuam Tshoj xyoo 2020-2021 tau qhia hauv Rooj 1 thiab Daim Duab 1.

Los ntawm kev tshuaj xyuas cov ntaub ntawv txheeb cais, kev ua haujlwm zoo ntawm Tuam Tshoj txoj kev lag luam yeeb nkab hlau hauv thawj ib nrab ntawm xyoo 2021, tab sis kev loj hlob ntawm cov zis zoo li nqaim, piv rau qhov cuam tshuam los ntawm tus nqi hlau thoob ntiaj teb nce siab heev thaum lub Tsib Hlis, cov yeeb nkab, cov nqi phaj nce siab heev, uas tau thawb cov nqi hlau nce siab heev, tab sis qhov kev yuav khoom no cuam tshuam loj dua rau kev lag luam downstream, ua rau qhov kev thov tsis muaj zog. Tsis tas li ntawd, lub xeev ntawm kev lag luam hlau kom txo cov kev xav tau tsim cov hlau nyoos, kuj cuam tshuam rau qee lub tuam txhab, yog li ntawd hauv xyoo 2021, Tuam Tshoj txoj kev tsim cov yeeb nkab hlau yog qee qhov kev poob qis.

2. Cov nqi yeeb nkab hlau hauv Suav teb

Txij li thaum Lub Kaum Ib Hlis 2020, vim yog tus nqi ntawm cov khoom siv tseem ceeb xws li hlau ore nce siab heev, tus nqi ntawm billet thiab strip steel hauv Suav teb tau nce siab heev, raws li pom hauv Daim Duab 2-3, nrog rau tus nqi ntawm cov kav hlau.

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Tus nqi ntawm cov yeeb nkab hlau tsis sib txuas, cov yeeb nkab welded thiab cov yeeb nkab galvanized hauv Suav teb txij xyoo 2020 txog 2021 tau qhia hauv Daim Duab 4. Ntawm lawv, tus nqi ntawm φ 219 mm × 10 mm cov lus qhia ntawm cov yeeb nkab hlau tsis sib txuas tau nce sai sai txij lub Kaum Ib Hlis 2020, tus nqi tau nce ntawm 4645 yuan mus rau 6638 yuan thaum lub Tsib Hlis 2021 (yog tus nqi siab tshaj plaws txij li xyoo 2008), nce ze li ntawm 2000 yuan, nce 42.9%; Tom qab lub Tsib Hlis 2021, tus nqi tau poob rov qab mus rau 6,160 yuan thaum Lub Xya Hli, poob ze li ntawm 500 yuan, thiab tom qab ntawd nce mus rau 6,636 yuan thaum Lub Kaum Hli (qhov thib ob siab tshaj plaws), thiab tom qab ntawd poob mus rau 5,931 yuan thaum Lub Kaum Ob Hlis. Tus nqi tau oscillating ntawm qib siab txij li thaum pib ntawm lub xyoo.

Xyoo 2021 yog xyoo zoo tshaj plaws rau kev lag luam hlau hauv Suav teb txij li xyoo 2008, nrog rau cov txiaj ntsig kev lag luam zoo dua qub. Txawm li cas los xij, ua ib qho ntawm cov khoom lag luam hlau thiab hlau, cov yeeb nkab hlau tsis tau txhim kho ntau npaum li phaj, bar, hlau thiab profile. Cov laj thawj yog raws li nram no: thawj zaug, txawm hais tias tus nqi ntawm cov yeeb nkab hlau tau nce siab heev, tus nqi ntawm cov yeeb nkab hlau tsis tau nce mus rau qib siab vim yog qhov cuam tshuam ntawm tus nqi roj qis thiab tus nqi twv qis ntawm cov yeeb nkab roj qhov dej. Tus nqi sib txawv ntawm cov yeeb nkab hlau tsis sib xws, ntawv galvanized, ntawv kub dov thiab rebar hauv Suav teb txij lub Plaub Hlis 2020 txog Lub Ib Hlis 2022 tau qhia hauv Daim Duab 5. Nws tuaj yeem pom tias tus nqi ntawm cov ntawv galvanized hauv xyoo 2021 yog siab dua li ntawm cov yeeb nkab hlau tsis sib xws 300 ~ 750 yuan, thiab tus nqi ntawm ob hom hauv lwm xyoo yog siab thiab qis, feem ntau hloov pauv ntawm kwv yees li 200 yuan. Qhov thib ob, vim yog qhov nce siab ntawm cov nqi raw thiab cov khoom siv pabcuam, qhov sib txawv ntawm tus nqi ntawm cov yeeb nkab hlau thiab billet tseem nyob ntawm qib 2020, thiab qhov nyiaj tau los ntawm cov khoom tsis tau zoo dua. Tshwj xeeb, cov tuam txhab tsim cov yeeb nkab roj, cuam tshuam los ntawm tus nqi roj qis thiab tus nqi twv qis ntawm cov yeeb nkab roj, kev tswj hwm kev lag luam nyuaj, feem ntau cov tuam txhab nyob ntawm ntug ntawm cov nyiaj tau los me me lossis poob, cov tuam txhab ib leeg tseem poob.

Xyoo 2021, txawm hais tias lub xeev tau kho ob zaug qhov kev them se rov qab rau cov khoom hlau, yog li tus nqi them se rov qab mus rau 0, tab sis qhov ntim xa tawm ntawm cov yeeb nkab hlau tsis txo qis tab sis nce ntxiv. Cov laj thawj tseem ceeb yog raws li nram no: thawj zaug, vim muaj kev cuam tshuam ntawm COVID-19, qee lub tuam txhab yeeb nkab hlau txawv teb chaws tsis tau rov pib tsim khoom tag nrho, thiab kev ua lag luam tau tsis txaus rau ib lub sijhawm, thiab cov nqi yeeb nkab hlau thoob ntiaj teb tau nce siab heev (cov nqi ntawm qee cov khoom xa tawm siab dua li cov khoom hauv tsev); Qhov thib ob, cov tuam txhab xa tawm txhawj xeeb txog cov teb chaws ua raws li kev nce se rau cov khoom xa tawm, yog li nce, ua kom lub zog ntawm kev xa tawm sai dua, qhov ntim ntawm kev xa tawm hauv peb lub hlis twg tau nce ntau heev. Thaum Lub Kaum Ob Hlis 2021, Tuam Tshoj cov yeeb nkab hlau xa tawm yog 160.44% ntawm qhov nruab nrab ntawm 11 lub hlis dhau los. Tshwj xeeb, kev xa tawm ntawm cov yeeb nkab hlau seamless hauv Lub Kaum Ob Hlis yog 531,000 tons, 203.92 feem pua ​​ntawm qhov nruab nrab ntawm kev xa tawm ntawm 260,400 tons hauv 11 lub hlis thawj zaug. Qhov sib txawv no txuas ntxiv mus rau hauv thawj peb lub hlis ntawm xyoo 2022.

3.2 Cov khoom xa tawm tseem ceeb

Raws li cov ntaub ntawv tso tawm los ntawm Tuam Tshoj Lub Chaw Haujlwm Saib Xyuas Kev Lis Kev Cai, Tuam Tshoj cov yeeb nkab hlau tsis muaj seamless xa tawm hauv xyoo 2021 yog 3.3952 lab tons, kev loj hlob txhua xyoo ntawm 3.79%. Ntawm lawv, kev xa tawm cov yeeb nkab tsis muaj seamless yog 1.2743 lab tons, poob 9.60% xyoo-rau-xyoo; kev xa tawm cov yeeb nkab roj tsis muaj seamless yog 906,200 tons, nce 2.81% xyoo-rau-xyoo; kev xa tawm cov yeeb nkab boiler tsis muaj seamless yog 151,800 tons, poob 15.22% xyoo-rau-xyoo; kev xa tawm ntawm cov yeeb nkab welded yog 757,700 tons, poob 9.16% xyoo-rau-xyoo; kev xa tawm ntawm cov yeeb nkab welded tshwj xeeb thiab cov yeeb nkab plaub fab yog 1,325,400 tons, nce 4.41% xyoo-rau-xyoo. Xyoo 2021, vim muaj kev cuam tshuam ntawm kev sib kis thoob ntiaj teb COVID-19 thiab kev txo se xa tawm hauv tsev, qhov ntim xa tawm ntawm Tuam Tshoj peb hom yeeb nkab seamless, yeeb nkab boiler seamless thiab yeeb nkab welded tau txo qis heev. Saib Rooj 3 thiab Daim Duab 7 rau kev xa tawm ntawm cov yeeb nkab hlau tseem ceeb hauv Tuam Tshoj xyoo 2020-2021.

3. Kev xa tawm thiab xa tawm cov kav hlau hauv Suav teb

3.1 Qhov ntim thiab tus nqi ntawm kev xa tawm thiab xa tawm

Raws li cov ntaub ntawv tso tawm los ntawm Lub Chaw Haujlwm Saib Xyuas Kev Lis Kev Cai, Xyoo 2021, Tuam Tshoj cov yeeb nkab hlau xa tuaj ntawm 349,600 tons, poob 7.21%; Tus nqi xa tuaj nruab nrab yog $ 3824 / t, nce 12.71% xyoo-rau-xyoo. Ntawm lawv, cov yeeb nkab hlau tsis muaj seamless xa tuaj ntawm 130,500 t, poob 13.80%; Tus nqi xa tuaj nruab nrab yog $ 5769 / t, nce 13.32% xyoo-rau-xyoo. Cov yeeb nkab welded xa tuaj 219,100 tons, poob 2.80%; Tus nqi xa tuaj nruab nrab yog US $ 2671 / t, nce 18.31% xyoo-rau-xyoo. Xyoo 2021, Tuam Tshoj xa tawm 7.17 lab tons ntawm cov yeeb nkab hlau, nce 4.19% xyoo-rau-xyoo; Tus nqi xa tawm nruab nrab yog $ 1542 / t, nce 36.5% xyoo-rau-xyoo. Ntawm lawv, cov yeeb nkab hlau tsis muaj seamless xa tawm 3.3952 lab tons, nce 3.79%; Tus nqi xa tawm nruab nrab yog $ 1,508 / t, nce 23.67% xyoo-rau-xyoo. Qhov ntim xa tawm ntawm cov yeeb nkab welded yog 3.7748 lab tons, nce 4.55% xyoo-rau-xyoo; Tus nqi xa tawm nruab nrab yog $ 1573 / t, nce 49.99% xyoo-rau-xyoo. Xyoo 2021, Tuam Tshoj cov yeeb nkab hlau ntshuam tsuas yog 0.41% ntawm cov yeeb nkab hlau tsim tawm, tus nqi xa tawm yeeb nkab welded siab dua cov yeeb nkab hlau tsis muaj seamless thawj zaug. Saib Rooj 2 thiab Daim Duab 6 rau qhov ntim xa tawm thiab xa tawm thiab feem pua ​​ntawm cov yeeb nkab hlau hauv Tuam Tshoj xyoo 2020-2021.

3.3 Lub Tebchaws Uas Yuav Tsum Tau Txais Khoom Thiab Xa Khoom Tawm Mus

Xyoo 2021, 10 lub teb chaws uas Tuam Tshoj xa cov yeeb nkab hlau tsis muaj seamless mus rau lwm lub teb chaws yog Kaus Lim Qab Teb, Is Nrias teb, United Arab Emirates, Algeria, Thaib teb, Oman, Indonesia, Qaib ntxhw, Nyab Laj teb, Australia. 10 lub teb chaws xa cov yeeb nkab hlau welded mus rau lwm lub teb chaws yog Philippines, Nigeria, Myanmar, Australia, Kaus Lim Qab Teb, Peru, Chile, Indonesia, Singapore thiab Canada. Cov teb chaws uas Tuam Tshoj xa cov yeeb nkab hlau mus rau lwm lub teb chaws feem ntau yog nyob rau sab hnub tuaj Asia, Middle East thiab lwm thaj chaw, uas yog sab hnub tuaj Asia, Gulf thiab lwm thaj chaw suav txog ntau dua 40% ntawm Tuam Tshoj xa cov yeeb nkab hlau mus rau lwm lub teb chaws. Thaum nyob hauv Tebchaws Europe, North America, yog ib lub teb chaws uas siv hlau ntau tshaj plaws, tab sis txij li thaum muaj teeb meem nyiaj txiag thoob ntiaj teb xyoo 2008, thaj chaw no tseem txuas ntxiv tshawb nrhiav kev kho cov yeeb nkab hlau hauv peb lub teb chaws, tam sim no cov yeeb nkab hlau xa mus rau thaj chaw no suav txog tsawg dua 6%, Tuam Tshoj xa ob hom yeeb nkab hlau loj tshaj plaws (cov yeeb nkab roj, cov yeeb nkab kab) yuav luag mus rau hauv cov teb chaws thiab thaj chaw no. Cov yeeb nkab hlau xa mus rau lwm lub teb chaws lossis thaj chaw xyoo 2020-2021 tau pom hauv Daim Duab 8.