Chaka cha 2022 posachedwa chidzakhala choposa theka, ndipo mitengo yazitsulo zopanda chitsulo mu theka loyamba la chaka imasiyanitsidwa ndi gawo loyamba ndi lachiwiri.M'gawo loyamba, m'masiku khumi oyambirira a March, msika wokwera kwambiri wotsogozedwa ndi lunni unayendetsa malata a LME, mkuwa, aluminiyamu ndi zinc mpaka mbiri yakale;Mu kotala yachiwiri, anaikira mu theka lachiwiri la June, malata, zotayidwa, faifi tambala ndimkuwamwamsanga anatsegula mchitidwe kuchepa, ndipo sanali ferrous gawo anagwa kudutsa bolodi.

Pakalipano, mitundu itatu yomwe ili ndi kubwerera kwakukulu kuchokera kumalo olembera ndi faifi tambala (-56.36%), malata (-49.54%) ndi aluminiyamu (-29.6%);Copper (-23%) ndiye kumasulidwa kofulumira kwambiri pagulu.Pankhani ya magwiridwe antchito amtengo, zinki sizinali zolimba kutsika ndikutsalira m'gawo lachiwiri (mtengo wapakati pa kotala udakwerabe ndi 5% mwezi pamwezi).Tikuyembekezera theka lachiwiri la chaka, kusintha kwa mfundo zandalama za Federal Reserve ndikubwezeretsanso chuma chapakhomo pambuyo pa mliri ndi malangizo awiri ofunika kwambiri.Pambuyo pakuchepa kwakukulu pakati pa chaka, zitsulo zopanda chitsulo zinayamba kuyandikira chithandizo chaumisiri cha nthawi yayitali.Msika wa ng'ombe kuyambira mliriwu udzalowa m'malo mwamsika wapamwamba komanso wofalikira.Pansi pa zinthu zochepa, mtengo wa elasticity wa zitsulo zopanda chitsulo ndi mkuwa monga pachimake ukhoza kukhala waukulu kwambiri, kugwa mofulumira ndi kukwera mofulumira, mobwerezabwereza, ndipo mawonekedwewo angakhale ofanana ndi kugwedezeka kwa sawtooth mu theka lachiwiri la 2006. Mwachitsanzo , mkuwa ukhoza kusinthasintha kuzungulira $1000 mu nthawi yochepa.

copper

 

M'mlengalenga, msika ndi wosavuta kubwereza: choyamba, msika ndi wotseguka komanso wopanda malire ku malingaliro a Fed okwera chiwongola dzanja.Ngakhale kuti Joint Reserve hawks ndi anti inflation pakadali pano, ngati malo omwe akukulirakulira awonongeka kapena msika waukulu wachuma ukukhudzidwa kwambiri, kulimba kwa Fed kumatha kusinthidwa nthawi iliyonse.Pakalipano, msika umagwira ntchito yowonjezereka yowonjezereka, yomwe ili yofanana ndi "kuyesa kupsinjika maganizo";Ngati njira zowonjezeretsa chiwongoladzanja zimakhazikitsidwa mwamsanga ndipo kuyembekezera kudulidwa kwa chiwongoladzanja chaka chamawa kukupitirirabe, malingaliro a msika akhoza kusinthidwa mofulumira;Chachiwiri, pansi pa mbiri ya normalization ya mkangano pakati pa Russia ndi Ukraine, n'zovuta kuti msika kusintha maganizo kwa nthawi yaitali inflation, ndipo n'zovuta kukhalabe kotunga gasi ku Ulaya, makamaka m'dzinja ndi yozizira. chaka chino;Chachitatu, kuchuluka kwachuma.Ziyenera kukhala zovuta kuwona zisonyezo zazikulu zachuma za United States zikulowa munyengo yachiwiri ya chaka.Chuma chapakhomo chikatsika mu gawo lachiwiri, kuyambiranso kwa mliri mu theka lachiwiri la chaka kudzakhala malo ofunikira kwambiri mchaka.Timakhulupirira kuti malingaliro a malonda a msika adzasintha mofulumira mu theka lachiwiri la chaka.Ngakhale kuchepa kwakanthawi kochepa kuli kwakukulu, sikunalowe mumsika wa zimbalangondo.

Pankhani ya kupezeka ndi kufunikira, mawonekedwe osasinthika azitsulo zoyambira ndizochepa, zomwe zingaperekenso kusinthasintha kokwanira.Pankhani ya kutenthetsa kwapakhomo, zolepheretsa zoperekera mu theka lachiwiri la chaka zimatsimikizira mphamvu yamitundu yopanda chitsulo.Timakhulupirira kuti ponena za mapulojekiti atsopano ndi mphamvu zogwirira ntchito, malo operekera faifi tambala ndi aluminiyamu ndi otayirira, ndipo faifi tambala ndi makamaka kuzindikira kwapang'onopang'ono ntchito zosiyanasiyana ku Indonesia;Aluminiyamu imathandizira kwambiri mphamvu zogwirira ntchito zapakhomo kudzera pakuwongolera pawiri kwakugwiritsa ntchito mphamvu ndi kuziziritsa komanso kukhazikika komanso mtengo.Malo operekeramkuwandipo malata ndi ofanana, ndipo pali vuto lalikulu loperekera nthawi yayitali, koma pali kuwonjezeka kowonekera kokwanira chaka chino.Mtsogoleri ndiwopereka komanso kusinthasintha kwamitengo;Komabe, nthaka imakhala yolimba kwambiri pakukwanira kwazinthu zapakhomo ndi zofunikira mu theka lachiwiri la chaka.Timakhulupirira kuti m'gawo la zitsulo zopanda chitsulo, mkuwa umawonetsa malingaliro amsika komanso kugwedezeka kwakukulu.Ntchito yamakono ndiyo kupeza mwamsanga thandizo la malire apansi.Poganizira zofunikira, aluminium faifi tambala ndi yofooka ndipo zinki ndi zamphamvu;Poganizira kukopa kwa nkhaniyo, kuchepa kwa malata ndi kwakukulu, ndipo makampani oyendetsa migodi ndi kusungunula kumtunda amakhudzidwa kwambiri ndi mtengo.Timakonda kwambiri zinki ndi malata.

Pazonse, timakhulupirira kuti nickel mwachiwonekere ndi yofooka ndipo zinc ikhoza kukhala yamphamvu;Tin ikhoza kukhala yoyamba kukhudza pansi, ndipo mkuwa ndi aluminiyumu ndizosalowerera ndale pambuyo popeza chithandizo chochepa;Kusinthasintha kwamphamvu ndi mkuwa monga pachimake kudzakhala chinthu chachikulu cha malonda a zitsulo zopanda chitsulo mu theka lachiwiri la chaka.


Nthawi yotumiza: Jun-29-2022