Isimo Sezepolitiki: Ukuvalwa Kwe-Strait of Hormuz Kushintsha Izindlela Zokuhweba

Impi yezempi ehilela i-Iran, i-Israel, ne-United States manje isingene esontweni layo lesibili, enemiphumela ebalulekile embonini yamapayipi ensimbi.

I-Strait of Hormuz, lapho kudlula khona cishe u-20% wokuhweba ngamafutha emhlabeni wonke, isalokhu iyindawo enobungozi obukhulu. UMongameli waseFrance uMacron ukhombisile ukuthi kungenzeka ukuthi kuthunyelwe amasosha aseYurophu kulesi sifunda ukuze kuvikelwe imizila yemikhumbi.

Ukusabalala Komthelela Wesifunda: Ingxabano idlulele ngale kwempi eqondile. Inkampani kazwelonke kawoyela yaseKuwait imemezele amandla amakhulu, inciphisa ukukhiqizwa okungahluziwe kanye nokusebenza kokucwenga ngenxa yokushoda kwemikhumbi. IQatar ibike ukuhlaselwa kwezibhamu endaweni yayo, kanti iBahrain iqinisekisile umonakalo kanye nokulimala kwabantu abavamile okuvela ku-drone yase-Iran kanye nemfucumfucu yezibhamu.

Ukwenyuka Kwezindleko Zamandla: Amanani kawoyela abhekene nengcindezi ekhuphukayo efinyelela ku-$100 ngomgqomo, okuthinta ngqo izindleko zokukhiqiza insimbi—ikakhulukazi ekusebenzeni kwesithando sikagesi esisekelwe kakhulu ekufakweni kwamandla. Lokhu kudala ingcindezi yokukhuphula izindleko zamapayipi ensimbi yekhabhoni, amapayipi ensimbi e-alloy, kanye namapayipi angenasici angenamthungo.

Ukuhlaziywa Kokuchayeka Ezweni Elingaphandle: Ukulinganisa Umthelela

Ukuhlaziywa kwamuva kwemboni kwembula ukudalulwa okuphawulekayo kokuthunyelwa kwamapayipi ensimbi yiShayina esifundeni esithintekile.

Ukuvezwa Kwepayipi Elingenamthungo: Okubalulekile

Idatha Yokuthumela Ngaphandle Ka-2025: I-China ithumele ama-metric ton angu-234,570 amapayipi ensimbi angenamthungo emazweni angu-16 aseMpumalanga Ephakathi, okumelela u-39.24% wenani eliphelele lokuthunyelwa kwamanye amazwe kwamapayipi angenamthungo.

Izimakethe Ezibalulekile Ezithintekile: I-Saudi Arabia, i-UAE, ne-Kuwait ziphakathi kwezindawo eziyi-10 eziphezulu emhlabeni wonke zamapayipi aseShayina angenamthungo, wonke adinga ukudlula eStrait of Hormuz.

Isibikezelo Sesikhathi Esifushane: Abahlaziyi bemboni babikezela ukwehla okungaba khona ngo-15-20% ekuthunyelweni kwamapayipi angenamthungo ezinyangeni ezi-1-2 ezizayo uma ukungezwani kuqhubeka, lapho amapayipi angenamthungo ethinteka kakhulu kunezinhlobo ezihlanganisiwe ngenxa yokugxila kwesifunda ku-OCTG (Oil Country Tubular Goods) kanye nepayipi lomugqa we-ukusetshenziswa kukawoyela negesi.

Ukuvezwa Kwepayipi Elihlanganisiwe: Okumaphakathi Kodwa Okubalulekile

Idatha Yokuthumela Ngaphandle Ka-2025: Ukuthunyelwa kwamapayipi ahlanganisiwe emazweni ayi-16 aseMpumalanga Ephakathi kufinyelele cishe ku-1 million metric tons, okwenza u-16.68% wenani eliphelele lokuthunyelwa kwamapayipi ahlanganisiwe.

Izingxenye Zomkhiqizo Ezithintekile: Ukuthunyelwa kwamapayipi esakhiwo, amapayipi asikwele, izingxenye ezingenalutho eziyisikwele, kanye namapayipi okufaka izintambo kumaphrojekthi okwakha aseGulf kubhekene nokungaqiniseki kwempahla.

Isibuyekezo Semakethe Yasekhaya: Ukuvuselelwa Kwangemva Kweholide Kuyaqhubeka

Ngaphakathi eShayina, imakethe yamapayipi ensimbi engenamthungo ikhombisa izimpawu zokululama okuqhubekayo ngemuva kokuphumula isikhathi eside soNyaka Omusha WamaLunar.

Amathrendi Amanani: Azinzile futhi Anamandla Okukhuphuka

Amanani Amanje: Kusukela ekuqaleni kukaMashi, intengo evamile kazwelonke yamapayipi angenamthungo angu-108*4.5mm ime cishe ku-RMB 4,219-4,230/ton, okubonisa ukwenyuka okuncane kweviki nesonto kwama-yuan angu-2-10 ezimakethe ezibalulekile.

Imizwa Yemakethe: Isizini ephezulu ye-"Golden March" iqala ukusebenza kancane kancane, kanti imizwa yemakethe ishintsha kusukela ekuqaphelenis ukungabazaukuze kube nethemba eliqaphile. Ubuningi bezentengiselwano buyafudumala, yize ukuphinda kufakwe kabusha okugxilile kungakabonakali.

Amandla Okusebenza Kwesidingo Sokunikezwa

Ukwanda Kokukhiqiza: Ukukhiqizwa kwangemva kweholide sekujwayelekile, kanti umkhiqizo wamapayipi ongenamthungo ukhuphuka ngamathani angu-55,800 isonto nesonto. Ukusetshenziswa kwamandla kufinyelele ku-70.07%, kukhuphuke ngo-11.19% kusukela ngesonto eledlule.

Amazinga Okufakwa Kwempahla: Zombili izinqolobane zempahla (amathani angu-752,600) kanye nezinqolobane zempahla zomphakathi (amathani angu-700,300) zinqwabelana kancane kancane njengoba izinsiza ezigciniwe ebusika zifika futhi zifuna ukubuyiselwa kwemali kubambezeleka futhi ukukhiqizwa kuqale kabusha.

Ukusekelwa Kwezinto Ezingavuthiwe: amanani e-billet abonisa amandla, kanti i-Steel Billet ikhuphuka ngama-yuan angu-30/ton.i-carbon cokefuthi amanani ensimbi ahlala eqinile, enikeza ukwesekwa okuqinile kwezindleko zentengo yamapayipi ensimbi aqediwe.

Umbono Wemakethe kaMashi

Ukuvumelana kwemboni kukhomba indlela yentengo ezinzile kusukela kweyenkampani kuya kweyenkampani yonke kulo lonke uMashi, kusekelwa yi:

Ukukhululwa kancane kancane kwesidingo njengoba amaphrojekthi aqala kabusha ngokugcwele

Izindleko zezinto zokusetshenziswa eziqinile zinikeza intengo ephansi

Ukusekelwa kwenqubomgomo okulindelwe yi-"Two Sessions" eqhubekayo

Ukuqina kokunikezwa okungenzeka ezindaweni ezithile ngenxa yokukhiqiza okukhawulelwe enyakatho

Imiphumela Yamasu Kubathengi

Ukuhlela Ukuthunyelwa Kwezimpahla EMpumalanga Ephakathi

Ngokuphathelene nokuthunyelwa okuya emazweni asePersian Gulf (Saudi Arabia, UAE, Iraq, Kuwait, Qatar, Bahrain), izinto okufanele uzicabangele ngokushesha zifaka:

Izindleko Zokuthutha Ziyanda: Lindela ukukhokhiswa okwengeziwe okungu-15-25% kanye nokubambezeleka kwezokuthutha okungaba khona emavikini ama-2-4

Ukunemba Kwamadokhumenti: QinisekisakonkeIzitifiketi Zokuhlolwa Komshini (i-MTC) kanye Nezitifiketi Zokuqala azinaphutha ekunciphiseni izingozi zamasiko

Indlela Ehlukile: Xoxani ngezinketho zesimo esiphuthumayo nabahlinzeki bezokuthutha

Isikhathi Sokuthengwa Kwempahla Sekota Yesibili Ka-2026

Njengoba ikota yokuqala iphela kule nyanga, ithuba lokuqinisekisa izikhala zokukhiqiza zezidingo zekota yesibili liyancipha. Kufanele kugxilwe kakhulu ku:

Izinto Ezihamba Ngesivikelo Eside: Amapayipi amakhulu angenamthungo,I-ASTM A335 P11amashubhu e-alloy e-/P22/P91, kanyeI-EN 10219 S355J2H izingxenye ezingenalutho

Amazinga Aphezulu Okufuneka:I-API 5L X52/Ipayipi yomugqa we-X60,I-ASTM A106 Ibanga Bamapayipi ensimbi yekhabhoni, kanye namapayipi angenamthungo ensimbi engagqwali ye-ASTM A312 TP304/TP316L

Imikhiqizo Yesakhiwo:Amapayipi ensimbi ashiselwe, amashubhu asikwele, kanye nezingxenye ezinezimbobo eziyisikwele zemisebenzi yokwakha

Isiphetho: Ukuzulazula Okunesu Ngezikhathi Ezingaqinisekile

Ukuhlangana kokungaqiniseki kwezepolitiki eMpumalanga Ephakathi kanye nokubuyiselwa kwesidingo sasekhaya kwesizini kudala indawo yemakethe eyinkimbinkimbi kodwa efinyelelekayo. Abathengi abathatha isinyathelo esiqinile emasontweni azayo—ukuqinisekisa izikhala zokukhiqiza zekota yesibili, ukuqinisekisa ukulungela amadokhumenti, kanye nokugcina ukuxhumana okuvulekile nabahlinzeki—bazoba sesimweni esihle kakhulu sokubhekana nokuphazamiseka okungenzeka.

I-Sanonpipe: Umlingani Wakho Ezimakethe Eziyinkimbinkimbi

Njengomhlinzeki wesevisi yamapayipi ensimbi anendawo eyodwa, sigcina uhlu olubanzi lwemikhiqizo yethu:

Amapayipi Ensimbi Angenamthungo: Cishe amathani angu-200,000 ensimbi yekhabhoni kanye namapayipi ensimbi e-alloy

Imikhiqizo Ehlanganisiwe: Amathani ayi-10,000 amapayipi ahlanganisiwe, amashubhu asikwele, amapayipi angunxande, kanye namapayipi ensimbi engagqwali

Ukubambisana kwethu okuvuthiweizigayokanye nenethiwekhi yokugcina impahla, kuhlanganiswe nezinsizakalo eziphelele kusukela ekulawulweni kwezinto zokusetshenziswa kuya ekuthunyelweni, kusenza sikwazi ukusekela izidingo zakho ngokuguquguquka kwemakethe.

Xhumana nethimba lethu namuhla ukuze nixoxe ngesu lakho lokuthenga lekota yesibili ka-2026 noma ukuthola isiqondiso esithile mayelana nokuthunyelwa kwezimpahla ezindaweni ezithintekile.