Ngomhla wesi-2 kweyeDwarha7, 2026 – Uvavanyo lweNto yeMarike oluvela eSanonpipe
Ibali elithi “Golden September and Silver October” ligqityiwe ngokusesikweni. Kangangeeveki, eli shishini liphindaphinda umbhalo ofanayo: imfuno ephakame kakhulu, izithuba ezixineneyo, uthutho lweeholide. Ngoku ekubeni u-Okthobha sele eza kuphela, inyani engakhululekanga iyangena. Olu hlaziyo alukho malunga nokubhiyozela ixesha eliphakame kakhulu. Lumalunga noko kuza emva kwalo.
Inyaniso Emva Kokufika Kwincopho: Ubonelelo Lubuyile, Imfuno Ayibuyi
Eyona nguqu ibalulekileyo kwimarike ngoku ayikokumalunga nezopolitiko okanye amaxabiso okuthutha impahla. Imalunga nomsantsa ophakathi kobungakanani bemali ethengiswayo.umbhobho wentsimbi ongenamthungoIifektri zinokuvelisa kunye nokuba abathengi bafuna malini ngokwenene.
Idatha yasekhaya ukususela ekupheleni kuka-Okthobha iyichaza ngokucacileyo le nto. Iifektri zemibhobho ezingenamthungo ziqalise ukuvelisa ngokukhawuleza emva kweholide yoSuku lweSizwe. Imveliso yeveki inyuke yaya kwiitoni ezingama-409,300, kunye nokusetyenziswa kwamandla ombane kunyuke ukuya kwi-75.25% kwaye amazinga okusebenza anyuke phantse ngama-4 ekhulwini kwiveki enye. Kwangaxeshanye, uluhlu lwezinto ezisetyenzisiweyo kwiifektri lunyuke lwaya kwiitoni ezingama-931,200, lunyuka iveki neveki kwaye lusondela kumanqanaba aphezulu kwimbali. Imveliso engaphezulu ayizange ihlangabezane neemfuno ezingaphezulu. Ihlangabezane nabathengi abalumkileyo.
Isiphumo simarike aphoumbhobho wentsimbi yekhabhoniamabakala afanaI-ASTM A106 Ibanga BkwayeI-API 5L Ibanga Bzifumaneka kakhulu, kodwa abathengi baodola ngeebhetshi ezincinci, kungekhona ngobuninzi. Ulindelo "lwexesha eliphezulu" aluphumelelanga kakhulu kwiimakethi eziqhelekileyo.
Oko Kuthethwa Yile Nto Ngezinto Ezibalulekileyo
Ayizizo zonke iimveliso ezibalisa ibali elifanayo. Ukwahlukana kuya kuba bukhali ngakumbi.
| Udidi lwezinto | Inyani emva kweNtlanganiso |
| Amanqanaba ekhabhoni yeempahla (I-ASTM A106 B/C, I-API 5L B) | Ithengiswe ngokugqithisileyo. IiMills zikhuphisana ngexabiso. Abathengi bane-leverage. Ixesha le-peak alizange lifumane imveliso eyongezelelweyo. |
| Amanqanaba e-alloy aneenkcukacha eziphezulu (I-ASTM A335 P91, I-ASTM A213 T91) | Kusaqinile. Amandla okunyanga ubushushu kunye neemfuno zesatifikethi zithintela imveliso. Asiyonto ithengiswa ngumthengi. |
| Ibhoyila enoxinzelelo oluphezulu kunye namanqanaba e-petrochemical (I-ASTM A335 P11/P22, I-ASTM A213 T11/T22) | Ilungelelaniswe ibe yinkampani eqinileyo. Imfuno evela kumjikelo wokugcinwa kombane kunye nokucoca ihlala izinzile. Ubonelelo lulawulwa ngakumbi kuneemigangatho yeemveliso. |
| I-Stainless kunye ne-duplex(ASTM A312 TP304/TP316L, ASTM A790 2205) | Izinzile kodwa ikhethekile. Iimfuneko zesatifikethi kunye novavanyo zigcina iqela lababoneleli lilinganiselwe. |
| Imigangatho yolwakhiwo yaseYurophu (I-EN 10210 S355J2H, I-EN 10219 S355J2H) | Kukho unikezelo olufumanekayo, kodwa amaxwebhu e-CBAM ngoku ayindlela yokuhambisa, hayi indlela esesikweni. |
Icebiso elisebenzayo: ukuba uthengaI-ASTM A106 or I-API 5L B, ukwimarike yomthengi. Ukuba uthengaI-ASTM A335 P91 or I-ASTM A790 duplex, awungo.
I-Geopolitics: Isihloko Siphezulu, Impembelelo Yemarike Incinci
Imeko yaseMbindi Mpuma iye yanda kakhulu kule mihla idlulileyo. Iingxelo zibonisa ukuba i-Israel ne-US zixoxe ngethuba lokuphinda kuqalwe amanyathelo omkhosi nxamnye ne-Iran emva konyulo lwaphakathi lwexesha lase-US, kwaye i-Revolutionary Guard yase-Iran ikhuphe izoyikiso ezithe ngqo malunga neStrait of Hormuz. Abaphathiswa bamanye amazwe abasibhozo bachasene esidlangalaleni nohlaselo olutsha lomkhosi e-Iran, ngelixa kuthiwa iinqanawa ezimbini zeoyile zihlasele izimayini eStrait.
Kubathengi beepayipi zentsimbi, umbuzo obalulekileyo awukokuba ingaba uxinzelelo luyanda na. Kukuba ingaba olo xinzelelo luyaphazamisa ukuthunyelwa kwempahla. Okwangoku, impendulo yile: hayi kakhulu. I-Strait isavulelekile kwiindlela zorhwebo. Okutshintshileyo ziindleko zokuhamba kuyo, hayi ukuba ingaba ukuhamba kunokwenzeka na.
Umngcipheko worhwebo ocacileyo ngoku uvela kumgaqo-nkqubo worhwebo, kungekhona kwingxabano. I-US iqalise uphando oluchasene nokulahla inkunkuma kunye nophando oluchasene nokulahla inkunkuma kwipayipi yentsimbi ye-carbon kunye ne-alloy engenamthungo evela eIndiya naseGeorgia, oluquka ipayipi eqhelekileyo, ipayipi yomgca, kunye nepayipi yoxinzelelo. Ngokwahlukileyo, i-US yongeze imiyalelo yerhafu yokulwa nokulahla inkunkuma kunye nokulahla inkunkuma kwi-OCTG evela eIndiya, eKorea, eTurkey, eVietnam, naseUkraine. Ezi ziindleko ezilinganisekayo nezikhawulezileyo kubathumeli ngaphandle kunye nabathengi babo.
Umthwalo: Ukunyuka Kuphelile, Uncedo Lulinganiselwe
Imakethi yempahla itshintshile. Uloyiko lwekota yesithathu luphelile, kodwa amaxabiso awakapheli.
I-Drewry World Container Index inyuke nge-2% ukuya kwi-$4,585 ngesikhongozeli ngasinye esingama-40ft ngasekupheleni kuka-Okthobha, iqhutywa ziindlela zase-Asia-Europe kunye neTranspacific. Amanani ukusuka eShanghai ukuya eRotterdam anyuke nge-3% ukuya kwi-$3,632 nge-40ft, ngelixa ukusuka eShanghai ukuya eGenoa anyuke nge-5% ukuya kwi-$4,152. Iinkampani ezithwala imithwalo zilawula umthamo ngokusebenzisa iinqanawa ezingenanto ukuxhasa amazinga, kodwa ukuxinana kwizibuko eziphambili zaseAsia kuye kwehla kakhulu, amaxesha okulinda iinqanawa eShanghai ehla ukusuka kwiiyure ezingama-97 ukuya kwiiyure ezingama-38.
Kubathengi beepayipi zentsimbi, oku kuthetha ukuba imithwalo ayisekho njengendleko eyoyikisayo njengoko yayinjalo ngo-Agasti. Kodwa isaphezulu xa ithelekiswa nemigangatho yembali, kwaye ukuthembeka kweshedyuli akukaguquki. Utshintsho lwemithwalo luye lwasuka "kwingxaki" lwaya "kwingxabano."
Imali: Ingumthombo ongasemva kwabathumeli ngaphandle, hayi icebo labathengi
I-yuan iqine kakhulu xa ithelekiswa nedola ukuya kuthi ga ngo-Okthobha. Izinga lolwandle livale kwi-6.6711 ngo-Okthobha 23, lifikelela kwi-0.24% kule veki, ngelixa izinga lokulingana eliphakathi limi kwi-6.7162 ngo-Okthobha 26. Abahlalutyi bathi amandla abangelwa kukuqina kokuthumela kwamanye amazwe kunye nokuphucula ukuzimisela kwezivumelwano zeenkampani.
Kubathengi abathenga i-USD, oku kuthetha ukuba idola efanayo ithenga umbhobho wentsimbi omncinci kancinci kunangaphambili konyaka. Oku kukungakhathali kubathengi abasebenzisa i-USD kwaye kungakhathali kubathengisi baseTshayina. Akusiso isizathu sokutshintsha icebo lokuthenga. Sisizathu sokucinga nzulu ngexesha lesivumelwano.
Oko Abathengi Bafanele Bakwenze Ngoku
Yeka ukulinda ukulungiswa kwamaxabiso kwixesha eliphezulu esele kwenzekile.Kwiiklasi zeempahla ezifanaI-ASTM A106 BkwayeI-API 5L BAmaxabiso sele ephantsi koxinzelelo ngenxa yokuthengiswa kakhulu kunye nokuhla kweendleko zebillet. Thetha ngoku, ungathethi kamva.
Phatha amanqanaba aphezulu ngendlela eyahlukileyo.NgokubaI-ASTM A335 P91, I-ASTM A213 T91kunyeI-ASTM A790 duplex, imakethi ayithengiswa kakhulu. Faka imiqulu yekota yesi-4 neyekota yoku-1 ka-2027 kwangethuba.
Jonga indlela umthengisi wakho abonakala ngayo kurhwebo.Ukuba umthengisi wakho uthumela impahla e-US, buza ukuba uphando olutsha lokulwa nokulahla impahla kunye nemiyalelo yomthwalo we-OCTG eyandisiweyo luchaphazela njani amaxabiso kunye nokuhanjiswa kwayo. Impendulo inokutshintsha iindleko zakho zokufika.
Cela uxwebhu lweCBAM ngaphambi kokuba u-odole.Kwimida yaseYurophuEN 10210kwayeEN 10219ukuthunyelwa, iifayile zekhabhoni ngoku ziyinxalenye yeshedyuli yemveliso. Amaxwebhu angaphelelanga athetha ukuba ukuhanjiswa kulibaziseke.
Isicwangciso sekota yokuqala ka-2027 ngoku.IMills sele ibhukisha imveliso kaJanuwari noFebruwari. Abathengi abalinda kude kube nguDisemba baza kuhlawula ngenxa yomonde wabo.
Inqaku Lokuvala
Ixesha lonyaka eliphakamileyo liphelile. Imakethi eseleyo yahlulwe kakhulu kuneyangena ngoSeptemba. Amanqaku eemveliso akhululekile. Amanqaku akhethekileyo awahlukanga. Umgaqo-nkqubo worhwebo uyingozi enkulu kunengxabano. Kwaye abathengi abaqondayo olu qhekeko baya kuxoxisana ngcono kunabo basalinde ingxamiseko esele idlulile.
I-Sanonpipeizinto ezifunekayoumbhobho wentsimbi ongenamthungo, umbhobho wentsimbi odibeneyokunyeamacandelo angenanto akhiweyokuluhlu olupheleleyo lweI-API 5L, I-ASTM A106, I-ASTM A335, I-ASTM A213, I-ASTM A312, I-ASTM A790kunyeI-EN 10210 / EN 10219amabakala. Ukuba ufuna ukuphonononga iimfuno zakho ezisele ze-Q4 okanye i-Q1 2027, nxibelelana neqela lethu.
Ixesha leposi: Oktobha-27-2026
