Okthoba 21, 2026 - Ukuhlolwa Kweqiniso Lemakethe okuvela eSanonpipe
Indaba ethi “Golden September and Silver October” isiqediwe ngokusemthethweni. Kwaphela amasonto, imboni iphinda umbhalo ofanayo: isidingo esikhulu, izikhala eziqinile, izinto zokuhamba ngamaholide. Manje njengoba u-Okthoba esedlule phakathi, iqiniso elingakhululekile liyaqala. Lokhu kubuyekezwa akuphathelene nokugubha isizini ephezulu. Kumayelana nalokho okuzayo ngemva kwayo.
Iqiniso Langemva Kokugqama: Ukunikezwa Kubuyile, Isidingo Asisekho
Ushintsho olubaluleke kakhulu emakethe njengamanje aluphathelene nezepolitiki noma amazinga okuthutha impahla. Lumayelana negebe phakathi kwenaniipayipi lensimbi elingenamthungoIzigayo zingakhiqiza nokuthi abathengi badinga malini ngempela.
Idatha yasekhaya kusukela maphakathi no-Okthoba ilandisa indaba ngokucacile. Izigayo zamapayipi ezingenamthungo zaqala kabusha ukukhiqiza ngokushesha ngemva kweholide likaSuku Lukazwelonke. Umkhiqizo wamasonto onke wakhuphuka wafika kumathani angu-385,400, ukusetshenziswa kwamandla kwakhuphuka kwaya ku-77.29% kanye namazinga okusebenza akhuphuka cishe ngamaphesenti angu-8 ngesonto elilodwa. Ngesikhathi esifanayo, izinqolobane zezigayo zakhuphuka zaya kumathani angu-927,200, zakhuphuka isonto nesonto. Umkhiqizo owengeziwe awuzange uhlangabezane nesidingo esikhulu. Wahlangabezana nabathengi abaqaphile.
Umphumela uba imakethe laphoipayipi lensimbi yekhabhoniamamaki afanaI-ASTM A106 Ibanga BfuthiI-API 5L Ibanga Bzitholakala kabanzi, kodwa abathengi ba-oda ngamaqoqo amancane, hhayi ngobuningi. Ukulindela "kwesizini ephezulu" kuhlulekile kakhulu ukwenzeka kumamaki ajwayelekile.
Kusho Ukuthi Lokhu Kusho Ukuthi Izinto Eziphathekayo Zithini
| Isigaba Sezinto Ezibalulekile | Iqiniso Langemva Kokuphakama |
| Amazinga ekhabhoni yezimpahla(ASTM A106 B/C, API 5L B, GB/T8163) | Kuphakelwe ngokweqile. Izimboni zincintisana ngentengo. Abathengi bane-leverage. Isizini ephezulu ayizange imunce umkhiqizo owengeziwe. |
| Amabanga e-alloy anemininingwane ephezulu (I-ASTM A335 P91, I-ASTM A213 T91) | Kusaqinile. Amandla okwelapha ukushisa kanye nezidingo zesitifiketi zikhawulela umkhiqizo. Akuyona imakethe yomthengi. |
| Ibhoyila enomfutho ophezulu kanye namazinga e-petrochemical(I-ASTM A335 P11/P22, i-ASTM A213 T11/T22) | Kulinganiswe kube okuqinile. Isidingo esivela emijikelezweni yokulungisa kagesi kanye nokucwengisisa sihlala sizinzile. Ukunikezwa kulawulwa kakhulu kunezinga lezimpahla. |
| Insimbi engagqwali kanye ne-duplex(I-ASTM A312 TP304/TP316L, i-ASTM A790 2205) | Izinzile kodwa ikhethekile. Izidingo zesitifiketi nokuhlolwa zigcina iqembu labaphakeli lilinganiselwe. |
| Izindinganiso zesakhiwo zaseYurophu (I-EN 10210 S355J2H, I-EN 10219 S355J2H) | Ukunikezwa kuyatholakala, kodwa imibhalo ye-CBAM manje isiyinto yokulethwa, hhayi inqubo esemthethweni. |
Akuwona wonke umkhiqizo oxoxa indaba efanayo. Ukuhlukana kuya ngokuya kuba bukhali.
Okubalulekile: uma uthengaI-ASTM A106 or I-API 5L B, usemakethe yomthengi. Uma uthengaI-ASTM A335 P91 or I-ASTM A790 duplex, awuyona.
I-Geopolitics: Isihloko Sikhulu, Umthelela Wemakethe Mncane
Isimo saseMpumalanga Ephakathi siye saba sibi kakhulu ezinsukwini zamuva. Imibiko ikhombisa ukuthi i-Israel ne-US baxoxe ngokuthi kungenzeka yini ukuthi kuphinde kuthathwe isinyathelo sezempi ngokumelene ne-Iran ngaphambi kokhetho oluzayo, kanti i-Revolutionary Guard yase-Iran ikhiphe izinsongo eziqondile mayelana neStrait of Hormuz. Ibutho lase-US lithi iStrait isalawulwa yilo nokuthi ukuthunyelwa kukawoyela kuyaqhubeka.
Kubathengi bamapayipi ensimbi, umbuzo obalulekile awukona ukuthi ukungezwani kuyakhula yini. Kodwa ukuthi lokho kungezwani kuyaphazamisa yini ukuthunyelwa kwangempela. Njengamanje, impendulo ithi: hhayi kakhulu. I-Strait isavulekele izimoto zezentengiselwano. Okushintshile izindleko zokuhamba kuyo, hhayi ukuthi ukunyakaza kungenzeka yini.
Ingozi yokuhweba eqondile njengamanje ivela enqubweni yokuhweba, hhayi ezingxabanweni. IKorea iqalise uphenyo olumelene nokulahla izimpahla ngesiShayinaipayipi lensimbi elingenamthungo, ehlanganisa amazinga e-carbon kanye ne-alloy asetshenziswa kuma-boiler, kuma-heat exchanger, kanye nokusetshenziswa kwamapayipi omugqa. Isabelo se-EU "sezinye ipayipi ezingenamthungo" zaseShayina kubikwa ukuthi siphelile, kanti ukuthunyelwa kwesabelo esingaphezu kwesabelo kubhekene nentela eyengeziwe engu-50%. Lezi yizindleko ezilinganiswayo nezisheshayo zabathumeli kanye nabathengi babo.
Impahla: Ukwanda Kuphelile, Ukukhululeka Kulinganiselwe
Imakethe yezimpahla isishintshile. Ukwesaba kwekota yesithathu sekuphelile, kodwa amanani awakanciphi.
Amanani ezindawo zomzila waseYurophu anciphile kusukela eziqongweni zawo zangaphambilini. Izinga lokuvula leMaersk lesonto lama-43 leShanghai neYurophu lalingu-$3,300 ngesitsha esingamamitha angu-40, ngaphansi kokwenyuka okumenyezelwe ngaphambilini, kanti amazinga okuthengiselana aseduze no-$3,000–3,100 ngemva kwezaphulelo. Umthamo wokuthumela ubuyela emakethe njengoba imikhumbi eminingi iqala kabusha umzila woLwandle Olubomvu, futhi umthamo kaNovemba uhlelelwe ukwanda.
Kubathengi bamapayipi ensimbi, lokhu kusho ukuthi imithwalo ayisekho ukushaqeka kwezindleko okuyinhloko okwakuyikho ngo-Agasti. Kodwa isalokhu iphakeme uma kuqhathaniswa nezindinganiso zomlando, futhi ukuthembeka kwesheduli kusalokhu kungaguquki. I-variable yemithwalo isuke “enkingeni” yaya “ekungqubuzaneni.”
Imali: Uhambo Olusheshayo, Hhayi Isu
I-yuan iqine kakhulu uma iqhathaniswa nedola kuze kube ngu-Okthoba, kanti izinga lokuhweba emazweni angaphandle lehle ngaphansi kuka-6.70 futhi lafinyelela ezingeni eliphezulu kakhulu kusukela ngo-2022. Kubathengi abathenga i-USD, lokhu kusho ukuthi idola elifanayo lithenga ipayipi lensimbi elincane kancane kunasekuqaleni konyaka.
Lokhu kungumoya ophansi kubathengi abasebenzisa i-USD kanye nomoya ophansi kubathumeli bangaphandle baseShayina. Akusona isizathu sokushintsha isu lokuthenga. Kuyisizathu sokucabanga ngesikhathi senkontileka.
Lokho Abathengi Okufanele Bakwenze Manje
Yeka ukulinda ukulungiswa kwentengo ngesikhathi sesizini esiphezulu osekwenzekile kakade.Kwamazinga ezimpahla ezifanaI-ASTM A106 BfuthiI-API 5L B, amanani asevele engaphansi kwengcindezi evela ekuthengisweni ngokweqile. Xoxa manje, hhayi kamuva.
Phatha amamaki acacisiwe aphezulu ngendlela ehlukile.NgobaI-ASTM A335 P91, I-ASTM A213 T91, futhiI-ASTM A790 duplex, imakethe ayithengiswa ngokweqile. Faka amavolumu e-Q4 kanye ne-Q1 2027 kusenesikhathi.
Hlola ukuchayeka kokuhweba komhlinzeki wakho.Uma umhlinzeki wakho ethumela eKorea noma e-EU, buza ukuthi uphenyo lokulwa nokulahla impahla kanye nokukhathala kwesabelo kuthinta kanjani amanani kanye nokulethwa kwayo. Impendulo ingashintsha izindleko zakho zokufika.
Cela amadokhumenti e-CBAM ngaphambi koku-oda.Okwe-EuropeanI-EN 10210futhiI-EN 10219ukuthunyelwa, amafayela ekhabhoni manje aseyingxenye yesheduli yokukhiqiza. Amadokhumenti angaphelele asho ukuthi ukulethwa kuyephuza.
Hlela i-Q1 2027 manje.I-Mills isivele ibhukha umkhiqizo kaJanuwari noFebhuwari. Abathengi abalinda kuze kube uDisemba bazokhokha ngesineke sabo.
Inothi Lokuvala
Isikhathi sonyaka esimatasa sesiphelile. Imakethe esele ihlukene kakhulu kunaleyo engene ngoSepthemba. Amabanga ezimpahla akhululekile. Amabanga akhethekile awahlukile. Inqubomgomo yokuhweba iyingozi enkulu kunengxabano. Futhi abathengi abaqonda lokhu kuhlukana bazoxoxisana kangcono kunalabo abasalinde ukushesha osekudlulile.
I-Sanonpipeizimpahlaipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, futhiizingxenye ezingenalutho ezakhiwenikulo lonke uhla lwe-I-API 5L, I-ASTM A106, I-ASTM A335, I-ASTM A213, I-ASTM A312, I-ASTM A333, I-ASTM A790, futhiI-EN 10210 / EN 10219amamaki. Uma ufuna ukubuyekeza izidingo zakho ezisele ze-Q4 noma i-Q1 2027, xhumana nethimba lethu.
Amagama angukhiye:ipayipi lensimbi elingenamthungo, ipayipi lensimbi elihlanganisiwe, izingxenye ezingenalutho ezakhiweni, i-API 5L, i-ASTM A106, i-ASTM A335, i-ASTM A213, i-ASTM A312, i-ASTM A790, i-EN 10210, i-EN 10219, i-S355J2H, ipayipi lensimbi yekhabhoni, ipayipi lensimbi ye-alloy, ipayipi lensimbi engagqwali elingenamthungo, ipayipi lensimbi engagqwali eline-duplex, i-NACE MR0175, isizini yangemva kwesikhathi esiphezulu, i-Q4 2026, umthumeli wepayipi lensimbi.
Isikhathi sokuthunyelwe: Okthoba-21-2026
