Nyengo Yapamwamba Yatha. Umu ndi momwe Q4 Imawonekeradi kwa Ogula Mapaipi Achitsulo

Okutobala 27, 2026 - Kuwunika Zoona Zamsika kuchokera ku Sanonpipe

Nkhani ya "Golden September ndi Silver October" yatha mwalamulo. Kwa milungu ingapo, makampaniwa akhala akubwereza zomwezo: kufunikira kwakukulu, malo ochepa, ndi zinthu zina zomwe zikuchitika patchuthi. Tsopano popeza Okutobala watsala pang'ono kutha, zinthu sizikuyenda bwino kwenikweni. Kusinthaku sikukhudza kukondwerera nyengo ya pachimake. Koma ndi za zomwe zikubwera pambuyo pake.

Choonadi Pambuyo pa Chiwongoladzanja: Kupereka Kwabwerera, Kufunikira Sikunabwere

Kusintha kwakukulu pamsika pakadali pano sikukhudza ndale za dziko kapena mitengo ya katundu. Koma ndi kusiyana pakati pa kuchuluka kwa ndalama zomwe zimagulitsidwa.chitoliro chachitsulo chosasunthikamphero zimatha kupanga zinthu komanso kuchuluka kwa zomwe ogula amafunikira.

Deta ya m'dziko muno kuyambira kumapeto kwa Okutobala ikufotokoza nkhaniyi momveka bwino. Mafakitale a mapaipi osasemphana anayambiranso kupanga mwachangu pambuyo pa tchuthi cha Tsiku la Dziko Lonse. Kutulutsa kwa sabata iliyonse kunakwera kufika pa matani 409,300, ndipo kugwiritsa ntchito mphamvu kunakwera kufika pa 75.25% ndipo kuchuluka kwa ntchito kunakwera pafupifupi maperesenti 4 mu sabata imodzi. Nthawi yomweyo, zinthu zomwe zili m'mafakitale zinakwera kufika pa matani 931,200, kukwera sabata iliyonse ndipo kuyandikira kuchuluka kwa zinthu zakale. Kupanga kochulukira sikunakwaniritse kufunikira kwakukulu. Kunakumana ndi ogula osamala.

Zotsatira zake ndi msika komwechitoliro chachitsulo cha kabonimagiredi ngatiASTM A106 Giredi BndiAPI 5L Giredi BZikupezeka paliponse, koma ogula akuyitanitsa m'magulu ang'onoang'ono, osati m'magulu ambiri. Chiyembekezo cha "nyengo yapamwamba" chalephera kwambiri pa magiredi wamba.

Kodi Izi Zikutanthauza Chiyani?

Sizinthu zonse zomwe zimafotokoza nkhani yofanana. Kugawikana kukukulirakulira.

Mfundo yothandiza: ngati mukugulaASTM A106 or API 5L B, muli pamsika wa ogula. Ngati mukugulaASTM A335 P91 or Duplex ya ASTM A790, simuli.

Geopolitics: Mutu wa Nkhani Ndi Wokweza, Zotsatira za Msika Ndi Zochepa

Mkhalidwe wa ku Middle East wakula kwambiri masiku aposachedwa. Malipoti akusonyeza kuti Israeli ndi US akambirana za kuthekera koti nkhondo iyambirenso motsutsana ndi Iran pambuyo pa chisankho chapakati pa nthawi ya US, ndipo asilikali a Revolutionary Guard a Iran apereka ziwopsezo zachindunji zokhudzana ndi Strait of Hormuz. Nduna zisanu ndi zitatu zakunja zatsutsa poyera kuukira kwatsopano kwa asilikali ku Iran, pomwe sitima ziwiri zonyamula mafuta akuti zagunda migodi ku Strait.

Kwa ogula mapaipi achitsulo, funso lofunika si lakuti ngati kupsinjika kukukwera. Koma ngati kupsinjikako kukusokoneza kutumiza kwenikweni. Pakadali pano, yankho ndi lakuti: osati kwambiri. Msewu wa Strait ukadali wotseguka kwa magalimoto amalonda. Chomwe chasintha ndi mtengo wodutsamo, osati ngati kuyenda n'kotheka.

Chiwopsezo chachikulu cha malonda pakali pano chimachokera ku mfundo zamalonda, osati mikangano. US yayambitsa kafukufuku wotsutsana ndi kutaya zinyalala ndi zotsutsana ndi chitoliro chopanda mpweya cha kaboni ndi alloy kuchokera ku India ndi Georgia, zomwe zikuphatikizapo chitoliro chokhazikika, chitoliro cha mzere, ndi chitoliro chopanikizika. Mosiyana, US yawonjezera malamulo otsutsana ndi kutaya zinyalala ndi zotsutsana ndi zotsutsana ndi OCTG kuchokera ku India, Korea, Turkey, Vietnam, ndi Ukraine. Izi ndi ndalama zomwe zimayesedwa nthawi yomweyo kwa ogulitsa kunja ndi ogula awo.

Katundu: Kukwera Kwatha, Mpumulo Ndi Wochepa

Msika wa katundu wasintha. Kuopa kwa kotala lachitatu kwatha, koma mitengo ya katundu sinatsike.

Chiyerekezo cha Drewry World Container Index chinakwera ndi 2% kufika pa $4,585 pa chidebe chilichonse cha mamita 40 kumapeto kwa Okutobala, chifukwa cha njira za Asia-Europe ndi Transpacific. Mitengo ya sitima kuchokera ku Shanghai kupita ku Rotterdam inakwera ndi 3% kufika pa $3,632 pa mamita 40, pomwe Shanghai kupita ku Genoa inakwera ndi 5% kufika pa $4,152. Magalimoto oyendetsa sitima akuyang'anira mphamvu zawo kudzera m'mabwato opanda kanthu kuti athandizire mitengo, koma kuchulukana kwa anthu m'madoko akuluakulu aku Asia kwachepa kwambiri, pomwe nthawi yodikira sitima ku Shanghai inatsika kuchoka pa maola 97 kufika pa maola 38.

Kwa ogula mapaipi achitsulo, izi zikutanthauza kuti katundu wonyamula katundu siwonso mtengo waukulu womwe unali mu Ogasiti. Koma ukadali wokwera poyerekeza ndi miyambo yakale, ndipo kudalirika kwa nthawi sikukugwirizanabe. Kusintha kwa katundu kwasanduka kuchoka pa "mavuto" kupita ku "kukangana."

Ndalama: Njira Yothandiza Ogulitsa Zinthu Kunja, Osati Njira Yothandiza Ogula

Yuan yakula kwambiri poyerekeza ndi dola mpaka Okutobala. Chiwongola dzanja cha mayiko ena chinatsika pa 6.6711 pa Okutobala 23, kufika pa 0.24% pa sabata, pomwe chiwongola dzanja chapakati chinali pa 6.7162 pa Okutobala 26. Akatswiri amati mphamvu ya malonda akunja ndi kulimba mtima kwa makampani kuti athetse mavuto awo.

Kwa ogula omwe akukhala mu USD, izi zikutanthauza kuti dola yomweyi imagula chitoliro chachitsulo chochepa pang'ono kuposa momwe idagulira koyambirira kwa chaka chino. Izi ndi mphepo yamphamvu kwa ogula omwe ali ku USD komanso mphepo yamphamvu kwa ogulitsa aku China. Si chifukwa chosinthira njira yogulira. Ndi chifukwa choganizira bwino nthawi ya mgwirizano.

Zimene Ogula Ayenera Kuchita Tsopano

Siyani kudikira kuti mitengo isinthe kwambiri pa nyengo yomwe yachitika kale.Za zinthu mongaASTM A106 BndiAPI 5L BMitengo yayamba kale kukakamizidwa ndi kuchuluka kwa zinthu zomwe zaperekedwa komanso kutsika kwa ndalama zogulira zinthu. Kambiranani tsopano, osati pambuyo pake.

Chitani zinthu zosiyanasiyana zomwe zili ndi ma specification apamwamba.KwaASTM A335 P91, ASTM A213 T91ndiDuplex ya ASTM A790, msika sunaperekedwe mopitirira muyeso. Tsekani mavoliyumu a kotala lachinayi ndi kotala loyamba la 2027 msanga.

Yang'anani momwe wogulitsa wanu akuwonekera pa malonda.Ngati wogulitsa wanu atumiza katundu ku US, funsani momwe kafukufuku watsopano wotsutsa kutaya katundu ndi malamulo owonjezera a OCTG amakhudzira mitengo ndi kutumiza kwawo. Yankho lingasinthe mtengo wanu wofikira.

Pemphani zikalata za CBAM musanayitanitse.Kwa opita ku UlayaEN 10210ndiEN 10219kutumiza, mafayilo a kaboni tsopano ndi gawo la ndondomeko yopangira. Zolemba zosakwanira zikutanthauza kuti kutumiza kuchedwa.

Konzani Q1 2027 tsopano.Makampani opanga zinthu ku Mills ayamba kale kusungitsa zinthu mu Januwale ndi February. Ogula omwe akuyembekezera mpaka Disembala adzalipira chifukwa cha kuleza mtima kwawo.

Chidziwitso Chotseka

Nyengo yachisangalalo yatha. Msika womwe watsala ndi wogawanika kwambiri kuposa womwe unayamba mu Seputembala. Magiredi azinthu zogulitsa ndi omasuka. Magiredi apadera si achilendo. Ndondomeko yamalonda ndi chiopsezo chachikulu kuposa mkangano. Ndipo ogula omwe akumvetsa kugawanika kumeneku adzakambirana bwino kuposa omwe akuyembekezerabe kutha kwa mavuto omwe adutsa kale.

Sanonpipezinthu zofunikachitoliro chachitsulo chosasunthika, chitoliro chachitsulo choswedwandimagawo opanda kanthu omangidwapamitundu yonse yaAPI 5L, ASTM A106, ASTM A335, ASTM A213, ASTM A312, ASTM A790ndiEN 10210 / EN 10219magiredi. Ngati mukufuna kuwonanso zofunikira zanu zotsala za Q4 kapena Q1 2027, funsani gulu lathu.