Lub Kaum Hli 21, 2026 - Kev Tshawb Xyuas Qhov Tseeb ntawm Kev Ua Lag Luam los ntawm Sanonpipe
Zaj dab neeg "Lub Cuaj Hli Kub thiab Lub Kaum Hli Nyiaj" tau ua tiav lawm. Tau ntau lub lis piam, kev lag luam rov ua tib yam li qub: kev thov siab tshaj plaws, lub sijhawm tsawg, kev xa khoom hnub so. Tam sim no Lub Kaum Hli tau ib nrab lawm, qhov tseeb tsis xis nyob tab tom pib. Qhov hloov tshiab no tsis yog hais txog kev ua koob tsheej rau lub caij siab tshaj plaws. Nws yog hais txog yam uas los tom qab nws.
Qhov Tseeb Tom Qab Lub Caij Nyoog Siab Tshaj Plaws: Kev Muab Khoom Rov Qab Los Lawm, Kev Xav Tau Tsis Yog
Qhov kev hloov pauv tseem ceeb tshaj plaws hauv kev ua lag luam tam sim no tsis yog hais txog kev nom kev tswv hauv ntiaj teb lossis tus nqi thauj khoom. Nws yog hais txog qhov sib txawv ntawm ntau npaum li cascov yeeb nkab hlau tsis muaj seamlesscov chaw ua haujlwm tuaj yeem tsim tau thiab ntau npaum li cas cov neeg yuav khoom xav tau tiag tiag.
Cov ntaub ntawv hauv tebchaws txij li nruab nrab Lub Kaum Hli qhia zaj dab neeg meej meej. Cov chaw tsim cov yeeb nkab tsis muaj qhov txuas rov pib tsim khoom sai sai tom qab hnub so National Day. Cov khoom tsim tawm txhua lub lim tiam tau nce mus txog 385,400 tons, nrog rau kev siv peev xwm nce mus txog 77.29% thiab cov nqi ua haujlwm nce ze li ntawm 8 feem pua ntawm ib lub lim tiam. Tib lub sijhawm, cov khoom muag hauv chaw tsim khoom tau nce mus txog 927,200 tons, nce txhua lub lim tiam. Kev tsim khoom ntau dua tsis tau ua raws li qhov xav tau ntau dua. Nws tau ntsib cov neeg yuav khoom ceev faj.
Qhov tshwm sim yog ib lub lag luam uascov yeeb nkab hlauqib zoo liASTM A106 Qib BthiabAPI 5L Qib Bmuaj ntau yam, tab sis cov neeg yuav khoom xaj ua pawg me me, tsis yog ntau. Lub caij nyoog "siab tshaj plaws" feem ntau tsis tau ua tiav rau cov qib txheem.
Qhov no txhais li cas los ntawm cov khoom siv
| Pawg Khoom Siv | Kev Muaj Tseeb Tom Qab Lub Caij Nyoog Siab Tshaj Plaws |
| Cov khoom lag luam qib carbon(ASTM A106 B/C, API 5L B, GB/T8163) | Muaj khoom ntau dhau. Cov chaw tsim khoom sib tw rau tus nqi. Cov neeg yuav khoom muaj zog. Lub caij siab tshaj plaws tsis tau nqus cov khoom ntxiv. |
| Cov qib alloy siab (ASTM A335 P91, ASTM A213 T91) | Tseem nruj. Lub peev xwm kho cua sov thiab cov kev cai ntawm daim ntawv pov thawj txwv tsis pub muaj cov zis tawm. Tsis yog lub khw muag khoom rau tus neeg yuav khoom. |
| Cov boiler siab thiab cov qib petrochemical(ASTM A335 P11/P22, ASTM A213 T11/T22) | Sib npaug rau ruaj khov. Kev thov los ntawm lub zog thiab kev kho kom zoo nkauj tseem ruaj khov. Kev muab khoom raug tswj hwm ntau dua li cov khoom lag luam. |
| Stainless thiab duplex(ASTM A312 TP304/TP316L, ASTM A790 2205) | Ruaj khov tab sis tshwj xeeb. Cov kev cai ntawm daim ntawv pov thawj thiab kev kuaj xyuas ua rau cov neeg muab khoom tsawg. |
| Cov qauv kev tsim kho hauv Tebchaws Europe (EN 10210 S355J2H, EN 10219 S355J2H) | Muaj khoom siv, tab sis cov ntaub ntawv CBAM tam sim no yog qhov xa khoom, tsis yog kev ua raws cai. |
Tsis yog txhua yam khoom qhia tib zaj dab neeg. Qhov kev sib cais tab tom zuj zus tuaj.
Cov lus qhia tseem ceeb: yog tias koj yuav khoomASTM A106 or API 5L B, koj nyob hauv kev ua lag luam ntawm tus neeg yuav khoom. Yog tias koj tab tom yuav khoomASTM A335 P91 or ASTM A790 ob chav, koj tsis yog.
Kev Nom Tswv Hauv Ntiaj Teb: Lub Npe Nrov Nrov, Qhov Cuam Tshuam Ntawm Kev Lag Luam Yog nqaim
Qhov teeb meem ntawm Middle East tau nce siab zuj zus nyob rau ob peb hnub dhau los no. Cov ntawv ceeb toom qhia tias Ixayees thiab Asmeskas tau sib tham txog qhov ua tau ntawm kev ua tub rog rov qab los tawm tsam Iran ua ntej kev xaiv tsa tom ntej, thiab Iran tus Revolutionary Guard tau tshaj tawm cov lus hem ncaj qha txog Strait of Hormuz. Cov tub rog Asmeskas hais tias Strait tseem nyob hauv nws txoj kev tswj hwm thiab kev xa roj mus txuas ntxiv mus.
Rau cov neeg yuav yeeb nkab hlau, lo lus nug tseem ceeb tsis yog seb kev kub ntxhov puas nce siab. Nws yog seb cov kev kub ntxhov ntawd puas cuam tshuam rau kev xa khoom tiag tiag. Tam sim no, cov lus teb yog: tsis tseem ceeb. Lub Strait tseem qhib rau kev lag luam. Qhov tau hloov pauv yog tus nqi ntawm kev txav mus los ntawm nws, tsis yog seb puas tuaj yeem txav mus los.
Qhov kev pheej hmoo ntawm kev lag luam uas pom tseeb dua tam sim no yog los ntawm txoj cai kev lag luam, tsis yog kev tsis sib haum xeeb. Kauslim tau pib tshawb nrhiav kev tawm tsam kev pov tseg rau hauv Suav tebcov yeeb nkab hlau tsis muaj seamless, suav nrog cov qib carbon thiab alloy siv rau hauv boilers, cov khoom hloov cua sov, thiab cov yeeb nkab kab. EU qhov quota rau Suav "lwm cov yeeb nkab seamless" tau tshaj tawm tias siv tag lawm, nrog rau cov khoom xa tuaj ntau dhau quota ntsib 50% ntxiv se. Cov no yog cov nqi ntsuas tau, tam sim ntawd rau cov neeg xa khoom xa tawm thiab lawv cov neeg yuav khoom.
Kev Thauj Khoom: Kev Nce Siab Dhau Lawm, Kev Pab Cuam Tsawg
Kev ua lag luam thauj khoom tau hloov pauv lawm. Qhov kev ntshai ntawm Q3 tau ploj mus, tab sis cov nqi tseem tsis tau poob qis.
Cov nqi xa khoom mus rau Tebchaws Europe tau txo qis los ntawm lawv cov qib siab tshaj plaws yav dhau los. Maersk tus nqi qhib lub lim tiam 43 rau Shanghai mus rau Tebchaws Europe yog $ 3,300 rau ib lub thawv 40-foot, qis dua qhov nce ntxiv uas tau tshaj tawm ua ntej, nrog rau cov theem kev lag luam tiag tiag ze rau $ 3,000–3,100 tom qab luv nqi. Lub peev xwm xa khoom rov qab los rau hauv kev ua lag luam thaum ntau lub nkoj rov pib dua Red Sea, thiab lub peev xwm thaum Lub Kaum Ib Hlis tau teem sijhawm kom nce ntxiv.
Rau cov neeg yuav yeeb nkab hlau, qhov no txhais tau tias kev thauj khoom tsis yog qhov kev poob siab tseem ceeb ntawm tus nqi zoo li thaum Lub Yim Hli. Tab sis nws tseem siab dua piv rau cov qauv keeb kwm yav dhau los, thiab kev ntseeg tau ntawm lub sijhawm tseem tsis sib xws. Qhov sib txawv ntawm kev thauj khoom tau hloov ntawm "kev kub ntxhov" mus rau "kev sib txhuam."
Cov Nyiaj Txiag: Ib Qho Kev Tailwind, Tsis Yog Ib Lub Tswv Yim
Tus nqi yuan tau nce siab dua li tus nqi dollar txog rau lub Kaum Hli, nrog rau tus nqi onshore tawg qis dua 6.70 thiab mus txog qib siab tshaj plaws txij li xyoo 2022. Rau cov neeg yuav khoom uas nyob hauv USD, qhov no txhais tau tias tib lub dollar yuav cov yeeb nkab hlau tsawg dua li nws tau ua thaum ntxov hauv lub xyoo.
Qhov no yog qhov tsis zoo rau cov neeg yuav khoom uas yog neeg Asmeskas thiab qhov tsis zoo rau cov neeg xa khoom hauv Suav teb. Nws tsis yog ib qho laj thawj los hloov txoj kev yuav khoom. Nws yog ib qho laj thawj los xav txog lub sijhawm cog lus.
Cov neeg yuav khoom yuav tsum ua dab tsi tam sim no
Tsis txhob tos kom txog thaum lub caij siab tshaj plaws tus nqi kho uas twb tau tshwm sim lawm.Rau cov khoom lag luam zoo li noASTM A106 BthiabAPI 5L B, cov nqi twb raug kev nyuaj siab los ntawm kev muaj khoom ntau dhau. Sib tham tam sim no, tsis yog tom qab.
Kho cov qib siab tshwj xeeb txawv.RauASTM A335 P91, ASTM A213 T91, thiabASTM A790 ob chav, kev ua lag luam tsis tau muab khoom ntau dhau. Xauv cov ntim hauv Q4 thiab Q1 2027 thaum ntxov.
Tshawb xyuas qhov kev lag luam ntawm koj tus neeg muag khoom.Yog tias koj tus neeg muag khoom xa mus rau Kauslim Teb lossis EU, nug seb qhov kev tshawb nrhiav tiv thaiv kev pov tseg thiab kev siv cov khoom tsis txaus yuav cuam tshuam li cas rau lawv tus nqi thiab kev xa khoom. Cov lus teb yuav hloov koj tus nqi xa khoom.
Thov cov ntaub ntawv CBAM ua ntej xaj.Rau cov teb chaws EuropeEN 10210thiabEN 10219cov khoom xa tuaj, cov ntaub ntawv carbon tam sim no yog ib feem ntawm cov sijhawm tsim khoom. Cov ntaub ntawv tsis tiav txhais tau tias kev xa khoom qeeb.
Npaj Q1 2027 tam sim no.Cov chaw tsim khoom twb tau teem sijhawm tsim khoom rau lub Ib Hlis thiab Lub Ob Hlis lawm. Cov neeg yuav khoom uas tos txog lub Kaum Ob Hlis yuav them rau lawv txoj kev ua siab ntev.
Lus Xaus
Lub caij nyoog siab tshaj plaws tau dhau mus lawm. Kev ua lag luam uas tseem tshuav tau faib ntau dua li qhov uas tau nkag mus rau lub Cuaj Hli. Cov qib khoom lag luam tsis muaj zog. Cov qib tshwj xeeb tsis muaj zog. Txoj cai kev lag luam yog qhov kev pheej hmoo loj dua li kev tsis sib haum xeeb. Thiab cov neeg yuav khoom uas nkag siab txog qhov kev faib no yuav sib tham zoo dua li cov neeg uas tseem tos kom muaj kev sib tw uas twb dhau mus lawm.
Sanonpipecov khoom sivcov yeeb nkab hlau tsis muaj seamless, cov yeeb nkab hlau welded, thiabcov qauv hollow seemthoob plaws tag nrho ntawm covAPI 5L, ASTM A106, ASTM A335, ASTM A213, ASTM A312, ASTM A333, ASTM A790, thiabEN 10210 / EN 10219cov qib. Yog tias koj xav tshuaj xyuas koj cov kev cai seem ntawm Q4 lossis Q1 2027, hu rau peb pab neeg.
Cov Lus Tseem Ceeb:yeeb nkab hlau tsis muaj seamless, yeeb nkab hlau welded, cov qauv hollow seem, API 5L, ASTM A106, ASTM A335, ASTM A213, ASTM A312, ASTM A790, EN 10210, EN 10219, S355J2H, yeeb nkab hlau carbon, yeeb nkab hlau alloy, yeeb nkab hlau tsis muaj seamless, yeeb nkab stainless duplex, NACE MR0175, lub caij tom qab siab tshaj plaws, Q4 2026, cov yeeb nkab hlau xa tawm.
Lub sijhawm tshaj tawm: Lub Kaum Hli-21-2026