Imeko yezePolitiko: Ukuvalwa kweStrait of Hormuz kutshintsha iindlela zorhwebo

Imfazwe yomkhosi ebandakanya i-Iran, i-Israel, ne-United States ngoku ingena kwiveki yayo yesibini, inefuthe elikhulu kwishishini leepayipi zentsimbi.

I-Strait of Hormuz, apho kudlula khona malunga ne-20% yorhwebo lweoyile lwehlabathi, iseyindawo enobungozi obukhulu. UMongameli waseFransi uMacron ubonise ukuba kunokwenzeka ukuba imikhosi yaseYurophu ithunyelwe kulo mmandla ukukhusela imizila yokuthutha imikhumbi.

Ukusasazeka Kwempembelelo Yengingqi: Le ngxabano idlulele ngaphaya kwemikhosi elwa ngokuthe ngqo. Inkampani yesizwe yeoyile yaseKuwait ibhengeze amandla amakhulu, inciphisa imveliso eluhlaza kunye nemisebenzi yokucocwa ngenxa yokunqongophala kweenqanawa. IQatar ibike ukuhlaselwa kweemipu kummandla wayo, ngelixa iBahrain iqinisekisile umonakalo kunye nokulimala kwabantu abaqhelekileyo okuvela kwidrone yase-Iran kunye nenkunkuma yeemipu.

Ukunyuka kweendleko zamandla: Amaxabiso eoyile ajongene noxinzelelo oluphezulu oluya kwi-$100 ngebhereli, nto leyo echaphazela ngokuthe ngqo iindleko zemveliso yentsimbi—ingakumbi kwimisebenzi yombane ye-arc furnace exhomekeke kakhulu kwiingeniso zamandla. Oku kudala uxinzelelo olutyhala iindleko kwimibhobho yentsimbi yekhabhoni, imibhobho yentsimbi ye-alloy, kunye nemibhobho yentsimbi engenasici engenamthungo.

Uhlalutyo lokuvezwa kwezinto ezithunyelwa kwamanye amazwe: Ukulinganisa impembelelo

Uhlalutyo lwakutshanje lweshishini lutyhila ukutyhileka okukhulu kokuthunyelwa kwepayipi yentsimbi eTshayina kummandla ochaphazelekayo.

Ukuvezwa kwePipe engenamthungo: Kubalulekile

Idatha yokuthunyelwa kwamanye amazwe ka-2025: I-China ithumele iitoni ezingama-234,570 zeemibhobho zentsimbi engenamthungo kumazwe ali-16 aseMbindi Mpuma, ezimele i-39.24% yazo zonke iipayipi ezingenamthungo ezithunyelwa kwamanye amazwe.

IiMarike Eziphambili Ezichaphazelekayo: ISaudi Arabia, i-UAE, kunye neKuwait ziphakathi kweendawo ezili-10 eziphezulu kwihlabathi liphela zokufumana imibhobho engenamthungo yaseTshayina, zonke zifuna ukuhanjiswa ngeStrait of Hormuz.

Ingqikelelo yexesha elifutshane: Abahlalutyi beshishini baqikelela ukwehla okunokwenzeka kwe-15-20% ekuthunyelweni kwepayipi engenamthungo kwiinyanga ezi-1-2 ezizayo ukuba uxinzelelo luyaqhubeka, apho iipayipi ezingenamthungo zichaphazeleka kakhulu kuneentlobo ezidityanisiweyo ngenxa yokuba ummandla ugxile kwi-OCTG (iimpahla ze-Oil Country Tubular) kunye nombhobho womgca we-lineukusetyenziswa kweoyile negesi.

Ukuvezwa Kwemibhobho Edibeneyo: Phakathi Kodwa Kubalulekile

Idatha yokuthunyelwa kwamanye amazwe ka-2025: Ukuthunyelwa kwamanye amazwe kwemibhobho edibeneyo kumazwe ali-16 aseMbindi Mpuma kufikelele kwi-1 yezigidi zeetoni zemetric, nto leyo ethetha i-16.68% yetotali iyonke yemibhobho edibeneyo ethunyelwa kwamanye amazwe.

Amacandelo eMveliso achaphazelekayo: Ukuthunyelwa kweepayipi zesakhiwo, iityhubhu zesikwere, iindawo ezingenanto zixande, kunye neepayipi zokugquma kwiiprojekthi zokwakha zaseGulf zijongene nokungaqiniseki kwezixhobo.

Uhlaziyo lweMarike yasekhaya: Ukuvuselelwa emva kweeholide kuyaqhubeka

Ngaphakathi eTshayina, imakethi yemibhobho yentsimbi engenamthungo ibonisa iimpawu zokubuyela kwimeko yesiqhelo emva kokuyeka ixesha elide loNyaka oMtsha weLunar.

Iindlela Amaxabiso Ahamba Ngazo: Zizinzile kwaye Ziyaphucuka

Amaxabiso angoku: Ukususela ekuqaleni kukaMatshi, ixabiso eliphakathi likazwelonke leepayipi ezingenamthungo ze-108*4.5mm lime malunga ne-RMB 4,219-4,230/toni, nto leyo ebonisa ukunyuka okuncinci kwe-2-10 yuan ngeveki kwiimarike eziphambili.

Imvakalelo yeMarike: Ixesha leencopho ze "Golden March" liqala ukusebenza kancinci kancinci, kwaye iimvakalelo zemarike zitshintsha ukusuka ekubeni luqapheloukuthandabuzaukuba nethemba elilumkileyo. Ubungakanani bentengiselwano buyafudumala, nangona ukuphinda kufakwe izinto ezixineneyo kungekabonakali.

Iinguqu zeMfuno yoNikezelo

Ukunyuka Kwemveliso: Imveliso emva kweeholide iqhelekile, kunye nokukhutshwa kwemibhobho okungenamthungo kunyuke ngeetoni ezingama-55,800 ngeveki. Ukusetyenziswa komthamo kufikelele kwi-70.07%, kunyuke nge-11.19% ukusuka kwiveki ephelileyo.

Amanqanaba ezinto ezisetyenzisiweyo: Zombini izinto ezisetyenzisiweyo (iitoni ezingama-752,600) kunye nezinto ezisetyenzisiweyo zezentlalo (iitoni ezingama-700,300) ziqokelelana kancinci kancinci njengoko izixhobo ezigciniweyo ebusika zifika kwaye zifuna ukubuyiselwa emva kwexesha kwaye imveliso iqala kwakhona.

Inkxaso yezinto eziluhlaza: amaxabiso eebhilethi abonisa amandla, kunye neSteel Billet enyuka nge-30 yuan/ton.i-carbon cokekwaye amaxabiso e-iron ore ahlala eqinile, ebonelela ngenkxaso eqinileyo yeendleko zokubeka amaxabiso eepayipi zentsimbi ezigqityiweyo.

Imbonakalo yeMarike kaMatshi

Imvumelwano kushishino ikhomba kwindlela yamaxabiso azinzileyo ukusuka kwinkampani ukuya kwinkampani kwisithuba esiseleyo sikaMatshi, ixhaswa yi:

Ukukhululwa kancinci kancinci kwemfuno njengoko iiprojekthi ezisezantsi ziqala kwakhona

Iindleko zezinto ezisetyenzisiweyo ezisemgangathweni zibonelela ngexabiso eliphantsi

Ukuxhaswa komgaqo-nkqubo okulindelweyo kwi-"Two Sessions" eqhubekayo

Ubunzima bokubonelela obunokubakho kwimimandla ethile ngenxa yemveliso ethintelweyo emantla

Iziphumo zoBuchule kubathengi

Ucwangciso lwezothutho lweMizi-mveliso eMbindi Mpuma

Kwizinto ezithunyelwa kumazwe asePersian Gulf (eSaudi Arabia, e-UAE, e-Iraq, eKuwait, eQatar, eBahrain), izinto ekufuneka ziqwalaselwe ngoko nangoko ziquka:

Iindleko zempahla ziyanda: Lindela iintlawulo ezongezelelweyo ze-15-25% kunye nokulibaziseka okunokwenzeka kwezothutho kwiiveki ezi-2-4

Ukuchaneka kwamaxwebhu: QinisekisakonkeIzatifikethi zoVavanyo lweMill (MTC) kunye neZatifikethi zeMvelaphi azinasiphako ukunciphisa iingozi zerhafu

Indlela Eyenye: Xoxa ngeendlela zongxamiseko nababoneleli bezothutho

Ixesha lokuthengwa kwempahla kwikota yesibini ka-2026

Njengoko ikota yokuqala iphela kule nyanga, ithuba lokuqinisekisa izithuba zemveliso kwiimfuno zekota yesibini liya lincipha. Ingqwalasela ephambili kufuneka inikwe:

Izinto EzineNqanaba Elide: Iipayipi ezinkulu ezingenamthungo,I-ASTM A335 P11iityhubhu ze-alloy ze-/P22/P91, kunyeI-EN 10219 S355J2H iindawo ezingenanto

Amanqanaba eemfuno eziphezulu:I-API 5L X52/Umbhobho womgca we-X60,I-ASTM A106 Ibanga Bimibhobho yentsimbi yekhabhoni, kunye nemibhobho engenamthungo yentsimbi engagqwaliyo ye-ASTM A312 TP304/TP316L

Iimveliso zeZakhiwo:Imibhobho yentsimbi edityanisiweyo, iityhubhu zesikwere, kunye neendawo ezingenanto zibuxande kwiiprojekthi zokwakha

Isiphelo: Uhambo Olucwangcisiweyo Ngamaxesha Angaqinisekanga

Ukudibana kokungaqiniseki kwezopolitiko kuMbindi Mpuma kunye nokubuyiselwa kwemfuno yasekhaya ngexesha lonyaka kudala imeko-bume yemarike enzima kodwa enokuhanjwa. Abathengi abathatha amanyathelo angqongqo kwiiveki ezizayo—ukuqinisekisa amathuba okuvelisa kwikota yesibini, ukuqinisekisa ukulungela amaxwebhu, kunye nokugcina unxibelelwano oluvulekileyo nabathengisi—baya kuba kwindawo engcono yokujongana nokuphazamiseka okunokwenzeka.

I-Sanonpipe: Iqabane Lakho kwiiMarike Ezintsonkothileyo

Njengomboneleli weenkonzo zombhobho wentsimbi osebenza kwindawo enye, sigcina uluhlu olubanzi lwemveliso yethu:

Iipayipi zeNtsimbi ezingenamthungo: Malunga neetoni ezingama-200,000 zesinyithi sekhabhoni kunye neepayipi zentsimbi ye-alloy

Iimveliso eziWelding: Iitoni ezili-10,000 zeepayipi eziwelding, iityhubhu ezisikwere, iipayipi eziziingxande, kunye neepayipi zentsimbi engagqwaliyo

Intsebenziswano yethu ekhulileyoiifektrikunye nenethiwekhi yeendawo zokugcina impahla, kunye neenkonzo ezibanzi ukusuka kulawulo lwezinto eziluhlaza ukuya ekuthunyelweni, zisibeka kwindawo yokuxhasa iimfuno zakho ngexesha lokuguquguquka kwemarike.

Nxibelelana neqela lethu namhlanje ukuze nixoxe ngesicwangciso sakho sokuthenga sekota yesibini ka-2026 okanye ukuze ufumane isikhokelo esithile malunga nokuthunyelwa kwempahla kwiindawo ezichaphazelekayo.