Julayi 3, 2026 - Uhlalutyo lweShishini lwaBathengi beHlabathi

Njengoko singena kwinyanga yokuqala yekota yesithathu ka-2026, ihlabathi liphelaumbhobho wentsimbi ongenamthungo, umbhobho wentsimbi odibeneyokunyeicandelo elingenanto elinolwakhiwoImarike ijongana nemeko enzima. Iingxaki zezopolitiko eziqhubekayo, imigaqo-nkqubo yorhwebo eguqukayo, kunye nokuguquguquka kwemali kudala imingeni kunye namathuba. Kubathengi, ukuqonda ezi nguqu kubalulekile ekucwangcisweni kokuthengwa okusebenzayo kwisiqingatha sesibini sonyaka.

Imeko-bume yezePolitiki: Ihlabathi leeNgxaki eziqhubekayo

Imeko-bume yamazwe ngamazwe ayikahlali kakuhle, apho kukho iindawo ezininzi zengxabano ezisebenzayo kunye neendawo ezitshintshatshintshayo kwezopolitiko ezichaphazela iindlela zorhwebo zehlabathi kunye neemarike zamandla.

UMbindi Mpuma: I-Strait yaseHormuz Ijongiwe
Ingxabano yomkhosi ebandakanya i-Iran, i-Israel, kunye ne-United States yehlile kodwa ayikasonjululwa.

Ukhuseleko lwaselwandle: I-Strait of Hormuz isalokhu iyindawo ejongelwe phantsi. Iindleko ezongezelelweyo zemithwalo yemithwalo eya eGulf ziye zancipha kodwa ziyaqhubeka, kwaye imizila yokuthutha igcina izicwangciso zokuhambisa imithwalo ngokukhawuleza.

Uzinzo lwamaxabiso e-EnergyAmaxabiso eoyile azinzile kwi$63–$68/uluhlu lweebhareli, ukunciphisa uxinzelelo lweendleko olukhawulezileyoisithando sombane se-arcukuveliswa kwentsimbi. Nangona kunjalo, naluphi na ukunyuka okutsha kunokuguqula ngokukhawuleza le ndlela.

Ukuhamba Kokungenisa Kwempahla KwimimandlaAmazwe eBhunga leNtsebenziswano laseGulf ayaqhubeka nokufumanaUmbhobho womgca we-API 5L, I-OCTG (Iimpahla zeTubular zeLizwe leOyile)kunyeumbhobho wolwakhiwoukuthunyelwa kwezinto, nangona ucwangciso lothutho lusafuna ukujongwa ngononophelo.

IYurophu: Ingxabano Eqhubekayo kunye noKhuseleko lwaMandla
Ingxabano eMpuma Yurophu iyaqhubeka nokuchaphazela iziseko zophuhliso zamandla zengingqi kunye neendlela zorhwebo.

Iiprojekthi zeMibhobhoNangona kukho ingxabano, kukho umdla oqhubekayo wokwahlukahlukana kwemithombo yamandla kunye neendlela, nto leyo enokukhuthaza imfuno yexesha elizayoumbhobho womgca onobubanzi obukhulukwayeI-API 5L X65/X70 imibhobho engenamthungokwiinkqubo zothumelo ezintsha okanye eziphuculweyo.

Izigwebo kunye neMiqathango yoRhwebo: Iindlela zolawulo eziqhubekayo zichaphazela ukuhamba kweimibhobho yentsimbi yekhabhoni, imibhobho yentsimbi ye-alloykunyeimibhobho engenamthungo yentsimbi engagqwaliyokwiimarike ezithile, zifuna ukujongwa ngononophelo kokuthobela imithetho.

I-Asia-Pacific: Iingxaki Zommandla Norhwebo
Ukwanda kwemisebenzi yaselwandle kunye neengxabano zomhlaba kwiSouth China Sea kunye neTaiwan Strait zongeza olunye ulwahlulo lomngcipheko kwiindlela zokuthutha imikhumbi, nto leyo enokuchaphazela amaxesha okuhamba kunye neendleko zeinshurensi zeumbhobho wentsimbi ongenamthungo, umbhobho odibeneyokunyeityhubhu yesakhiwoukuthunyelwa.

Uhlaziyo lweMarike yeMali: Ukuhambahamba kwiNgxaki

Izinga lokutshintshiselana nge-USD/CNY liye lahlangabezana nokuguquguquka okuphawulekayo, nto leyo echaphazele ukukhuphisana kweendleko zokuthunyelwa kwamanye amazwe kwemibhobho yentsimbi yaseTshayina.

Isibini semali	Ithrendi yakutshanje (Ukususela ngoJuni 2026)	Intsingiselo kubathengi
I-USD/CNY	Ukuqinisa (ukunciphisa i-yuan)	Ixabiso eliphantsi le-USD kwi-CNY-denominatedumbhobho wentsimbiukuthengwa
I-EUR/CNY	Ukubuthathaka (ukubuthathaka kwe-yuan)	Ixabiso eliphantsi le-EUR kubathengi be-Eurozone
I-USD elinganiswe ngorhwebo	Ukunyuka kwesalathisi	Ngokubanzi ixabiso liphezulu kubathengi abangengabo abasebenzisa i-USD

Uvavanyo lwethu: Ukwehla kwexabiso le-yuan yaseTshayina kutshanje xa kuthelekiswa nemali ezinkulu kunika ithuba elihle lokubiza kubathengi bamazwe ngamazwe be-imibhobho engenamthungo, imibhobho edibeneyokunyeamacandelo ezakhiwoNangona kunjalo, iimarike zemali zihlala zinovelwano kwiindaba zezopolitiko kunye nezibhengezo zemigaqo-nkqubo.

Imbonakalo yeMarike yekota yesi-3 ka-2026 kunye ne-H2

Ukujonga phambili kwisithuba esiseleyo sowama-2026, kukho izinto ezininzi eziza kuyila imarike.

Imbonakalo yamaxabiso kwiipayipi ezingenamthungo nezidibeneyo

Uzinzo Lwexesha Elifutshane: Ngaphandle kokunyuka okukhulu kwezopolitiko, amaxabiso e-imibhobho yentsimbi engenamthungokulindeleke ukuba zihlale zixhomekeke kumgama kwikota yesi-3, zixhaswa ziindleko zezinto eziluhlaza ezizinzileyo.

Uxinzelelo olunokwenzeka lwe-Q4Ukuba amaxabiso amandla enyuka ngenxa yoxinzelelo oluhlaziyiweyo lwezopolitiko, okanye ukuba imfuno iyanda kakhulu, singabona uxinzelelo oluphakathi olunyukayoumbhobho wentsimbi yekhabhoni, umbhobho wentsimbi ye-alloykunyeumbhobho wentsimbi engatyiwayoamaxabiso kwikota yesine.

Iindleko zempahla: Amaxabiso empahla emhlabeni jikelele kulindeleke ukuba ahlale ezinzile kodwa aphakame xa kuthelekiswa namanqanaba angaphambi kobhubhane, kunye neentlawulo ezongezelelweyo ezinokubakho ngokwendlela ethile.

Imbono yeMfuno ngokweCandelo

Icandelo	Imbonakalo ye-H2 2026	Iimveliso eziphambili ezifunwayo
Ioyile kunye neGesi	Ukukhula okuqhubekayo kwiindawo ezithile	I-API 5L X52/X60/X65umbhobho womgca,I-OCTG, ikheyiji, ityhubhu
Ukuveliswa koMbane	Izinzile, iqhutywa kulondolozo kwihlabathi liphela	I-ASTM A213 T11/T22iityhubhu zebhoyila,I-ASTM A335 P11/P22/P91iityhubhu ze-alloy,iityhubhu zokutshintsha ubushushu
Iziseko zophuhliso	Ixhaswa zizinto ezikhuthazayo kwezoqoqosho ezithile	I-EN 10210 S355J2H, I-EN 10219 S355J2Hiindawo ezingenanto,umbhobho wokufaka iintsika, umbhobho wolwakhiwo
Umoya ovuselelekayo	Imfuno ekhulayo yezicelo ezikhethekileyo	I-ASTM A312 TP304/TP316Limibhobho engenamthungo engenasici,iityhubhu ezichanekileyo ezingenamthungo, iityhubhu zoomatshini
Ezemizi-mveliso kunye neekhemikhali	Izinzile, ihambelana neprojekthi ethile	I-ASTM A106 Ibanga B/Cimibhobho yekhabhoni,I-ASTM A333 Ibanga lesi-6imibhobho enobushushu obuphantsi,imibhobho engenasici ye-duplex

Iindaba zakutshanje zoshishino: Ubuchule, uMgaqo-nkqubo woRhwebo, kunye noVuselelo

Uphuhliso oluninzi kwikota yesi-2 nakwikota yesi-3 yokuqala lubumba imeko yokhuphiswano:

Umthamo omtsha we-EAF: Eyongezelelweyoisithando sombane se-arc (EAF)umthamo weepayipi ezingenamthungo uqalisiwe eTshayina, nto leyo eyandisa ukufumanekaimibhobho engenamthungo enekhabhoni ephantsi in intsimbi yekhabhoni, intsimbi ye-alloykunyeyenziwe ngentsimbi eshayinayoOku kuhambelana nemfuno ekhulayo yehlabathi yeemveliso zentsimbi ezihlala ixesha elide.

Inkqubela ekuphunyezweni kwe-CBAM: Inkqubo yoLungiso lweMida yeKhabhoni yeManyano yaseYurophu (i-CBAM) iyaqhubeka nokuqaliswa kancinci kancinci, kugxininiswa ngakumbi kumaxwebhu e-Imibhalo yenyawo yekhabhoniidatha. Abathumeli-ngaphandle kufuneka balungele ukubonelelaizatifikethi zamandla aluhlazakwayeukuqinisekiswa komlinganiselo we-scrapyabo bonkeumbhobho wentsimbiiimveliso.

Amanyathelo Okulwa Nokulahla InkunkumaUphononongo lwemisebenzi yokulwa nokulahla inkunkuma kwiindawo ezithileumbhobho ongenamthungoiindidi (I-ASTM A106, I-API 5L) kwiimarike ezahlukeneyo zisaqhubeka, nto leyo enokuchaphazela ukuhamba korhwebo.

Uhlaziyo lweMigangatho ye-ENUhlaziyo oluya kuEN 10210(igqityiwe shushu) kwayeEN 10219imigangatho (engabandanga) ipapashwe, kunye nohlengahlengiso oluncinci lobuchwephesha. Abathengi kufuneka baqinisekise ukuba iinkcukacha zibhekisa kwiinguqulelo zamva nje.

Uphuhliso lwe-Alloy entsha: Kuye kwaziswa uhlobo olutsha lwe-high-strength low-alloy (HSLA) grade ukuzeiityhubhu zoomatshini ezingenamthungo, enika ukusebenza okuphuculweyo kwizicelo ze-hydraulic cylinder kunye neemoto.

Ukukhanya Okubanzi Kwezinto Ezibalulekileyo: Amanqaku Aphambili e-H2 2026

Ibanga lezinto	Izicelo eziphambili	Ixesha eliqhelekileyo lokuKhokhela	Intsingiselo yeMfuno ye-H2
I-API 5L X52/X60/X65	Imibhobho yokuhambisa ioyile negesi	Iintsuku ezingama-35-45	Ihlala ixesha elide, inomthamo ophezulu
I-API 5L X70	Iipayipi ezinoxinzelelo oluphezulu, ezithatha umgama omde	Iintsuku ezingama-45-55	Ukukhula, ngokukodwa kwiprojekthi
I-ASTM A106 Ibanga B/C	Inkonzo yobushushu obuphezulu (iibhoyila, iifektri zokucoca, izityalo zamandla)	Iintsuku ezingama-30-40	Izinzile, isekelwe ngokubanzi
I-ASTM A335 P11/P22/P91	Ukuveliswa kombane, ii-superheater, ii-reheater	Iintsuku ezingama-45-60	Imijikelo yokugcinwa ezinzileyo
I-ASTM A213 T11/T22/T91	Iityhubhu zebhoyila, izinto zokutshintshiselana ubushushu	Iintsuku ezingama-45-60	Isebe lamandla elizinzileyo
I-ASTM A312 TP304/TP304L	Iindawo ezonakalisayo, ukulungiswa kokutya	Iintsuku ezingama-40-50	Eliphakathi, elijolise ngqo kwiprojekthi
I-ASTM A312 TP316/TP316L	Ukusetyenziswa kolwandle, iikhemikhali, kunye nokugqwala okuphezulu	Iintsuku ezingama-40-50	Ukukhula, okukhethekileyo
I-ASTM A333 Ibanga lesi-6	Inkonzo yobushushu obuphantsi (i-LNG, i-cryogenic)	Iintsuku ezingama-40-55	I-Niche, iiprojekthi ezikhethekileyo
I-EN 10210 S355J2H(igqityiwe shushu)	Izakhelo zesakhiwo, ukwakhiwa kwezakhiwo	Iintsuku ezingama-35-45	Ukukhula, okuqhutywa ziziseko zophuhliso
I-EN 10219 S355J2H(eyenziwe ngokubandayo)	Izakhiwo zoomatshini, izixhaso, i-scaffolding	Iintsuku ezingama-30-40	Izinzile, ifumaneka ngokubanzi
I-ASTM A790 (iDuplex/iSuper Duplex)	Iindawo ezingaphandle kolwandle, iikhemikhali, kunye neendawo ezinomhlwa ophezulu	Iintsuku ezingama-55-70	I-Niche, ikhula kutshintsho lwamandla
Iityhubhu ezichanekileyo ezingenamthungo	Iisilinda ze-hydraulic, izinto zeemoto, oomatshini	Iintsuku ezingama-35-50	Iphakathi, inxulumene nokuveliswa

Iingcebiso zoBuchule bokuThenga kwi-H2 2026

Ngenxa yemeko yangoku, sicebisa abathengi ukuba benze oku kulandelayo:

Jonga iingozi zezelizwe: Hlala unolwazi malunga nophuhliso oluchaphazela iindlela eziphambili zokuthumela kunye namaxabiso amandla ukuze uqikelele iindleko ezinokubakho kunye nefuthe lexesha lokuqalisa.

Valela Amaxabiso Apho KunokwenzekaNgenxa yembono yezopolitiko engaqinisekanga, cinga ngokubeka amaxabiso ayo nayiphi na ingeniso enkulu okanye yexesha elide.umbhobho ongenamthungo, umbhobho we-alloykunyeumbhobho ongenasiciiimfuno zokukhusela ekunyukeni okunokwenzeka kwe-Q4.

Izinto ezibangela iintshukumo zemaliUbuthathaka bakutshanje be-yuan bunika ithuba lokuthenga. Abathengi banokujonga eli thuba kwiikhontrakthi eziphantsi kwe-USD/EUR.

Gxininisa uXwebhu kunye nokuThotyelwa kweMithetho: Qinisekisa ukubaumthumeli wepayipi yentsimbiinokubonelela ngeepakeji ezipheleleyo zesatifikethi, kuqukaIzatifikethi zovavanyo lweMill (MTC), Izatifikethi zeMvelaphi, kwaye, kwiiprojekthi zaseYurophu, ziyahambelana ne-CBAMidatha ye-carbon footprint.

Amaxesha okuKhokela eSicwangciso: Ngenxa yokuba kunokwenzeka ukuba kubekho ukungqubana kwezinto, gcina ixesha elibekiweyo kwiishedyuli zakho zokuhambisa izintoubukhulu obukhulu, intsimbi ye-alloykunyeimibhobho engenamthungo yentsimbi engagqwaliyo.

Qinisekisa iinkcukacha: Qinisekisa umgangatho ochanekileyo, umgangatho (umz.,I-ASTM, I-API, EN), kunye neemfuno zesatifikethi (umz.,Uhlobo lwe-EN 10204 3.1/3.2) neqela lakho lobunjineli ngaphambi kokuba ufake iodolo.

I-Sanonpipe: Iqabane Lakho kwiMarike Enzima

Njengendawo enye yokumisaumbhobho wentsimbiNjengomnikezeli weenkonzo, sizimisele ukuba liqabane elithembekileyo kwicandelo lezemizi-mveliso elikumgangatho ophezulu kwihlabathi liphela. Amandla ethu aquka:

Uluhlu oluNzulu: MalungaIitoni ezingama-200,000 zemibhobho yentsimbi engenamthungo(intsimbi yekhabhoni kunye nentsimbi ye-alloy), kunyeIitoni ezili-10,000 zeepayipi ezitshixiweyo, iityhubhu zesikwere, iityhubhu eziziingxandekunyeimibhobho yentsimbi engagqwaliyo, egubungela uluhlu olubanzi lwemigangatho yamazwe ngamazwe.

Ubungcali beHlabathiIqela lethu lijonga ipolitiki yelizwe, imali, kunye nomgaqo-nkqubo wezorhwebo ukuze libonelele ngesikhokelo esifanelekileyo.

Inkxaso yamaxwebhu: Sinikezela ngeepakeji ezipheleleyo zesatifikethi, kubandakanyaIzatifikethi ze-MTC, Izatifikethi zeMvelaphi, kunye nokuthobela i-CBAMiingxelo ze-carbon footprint.

Nxibelelana neqela lethuukuze nixoxe ngesicwangciso senu sokuthenga i-H2 2026 kunye nokujonga ubunzima bemarike yangoku.

Amagama angundoqo:umbhobho wentsimbi engenamthungo, umbhobho wentsimbi edibeneyo, iindawo ezingenanto ezakhiweyo, i-HSS, ityhubhu yesikwere, ityhubhu engunxande, i-EN 10210, i-EN 10219, i-S355J2H, i-API 5L, i-ASTM A106, i-ASTM A335, i-ASTM A213, i-ASTM A312, i-ASTM A333, i-ASTM A790, umbhobho wentsimbi yekhabhoni, umbhobho wentsimbi ye-alloy, umbhobho wentsimbi engenamthungo, umbhobho wentsimbi engenamthungo, umbhobho we-duplex engatyiwayo, i-OCTG, umbhobho womgca, ityhubhu yebhoyila, ityhubhu yokutshintsha ubushushu, ityhubhu echanekileyo engenamthungo, iityhubhu zoomatshini, i-CBAM, i-carbon footprint, intsimbi eluhlaza, i-EAF, umlinganiselo we-scrap, amandla aluhlaza, uxinzelelo lwe-geopolitical, i-Strait of Hormuz, utshintshiselwano lwemali, i-USD/CNY, i-Q3 2026, i-Q4 2026, ixabiso lombhobho wentsimbi, icebo lokuthenga, umthumeli wepayipi yentsimbi, isatifikethi se-MTC, i-EN 10204, i-NACE, inkonzo emuncu.