Munguva pfupi yapfuura, mhiri kwemakungwa macro market pressure yakawedzera zvakanyanya.Muna May, CPI yeUnited States yakawedzera ne8,6% gore negore, gore re40, uye nyaya yekukwira kwemari muUnited States yakadzokororwa.Musika unotarisirwa kuwedzera mubereko weUS nemakumi mashanu mapoinzi muna Chikumi, Chikunguru naGunyana zvakateerana, uye zvinototarisirwa kuti US Federal Reserve inogona kuwedzera mubereko nemakumi manomwe neshanu mapoinzi pamusangano wayo wekufarira muna Chikumi.Zvichikanganiswa neizvi, goho remabhondi eUS rakadzoserwa zvakare, masheya eEurope neAmerica akawira pasi pebhodhi, dhora rekuAmerica rakasimuka nekukasira rikatyoka kukwirira kwakare, uye simbi dzese dzisina ferrous dzakamanikidzwa.

Mumba, huwandu hwenyaya dzichangowanikwa dzeCCIDID-19 dzakaramba dziri padanho rakaderera.Shanghai neBeijing vakatangazve hupenyu hwakajairika.Iyo sporadic nyowani dzakasimbiswa nyaya dzakonzera kuti musika ungwarire.Pane kumwe kupindirana pakati pekumanikidza kwakawedzera mumisika yemhiri kwemakungwa uye nekusangana kushoma kwetarisiro yemumba.Kubva pane iyi maonero, kukanganisa kwemusika we macro pamhanguramitengo icharatidzwa munguva pfupi.

Nekudaro, isu tinofanirawo kuona kuti pakati nekupera kwaChivabvu, Bhangi revanhu reChina rakacheka iyo LPR yemakore mashanu negumi nemashanu mapoinzi kusvika ku4.45%, ichipfuura zvinotarisirwa nevanoongorora zvakapfuura kubvumirana.Vamwe vaongorori vanotenda kuti danho iri rine chinangwa chekukurudzira kudiwa kwezvivakwa, kudzikamisa kukura kwehupfumi uye kugadzirisa njodzi dzemari muchikamu chezvivakwa.Panguva imwecheteyo, nzvimbo zhinji muChina dzakagadzirisa marongero uye kudzora marongero emusika wekutengesa zvivakwa kusimudzira kudzoreredzwa kwemusika wezvivakwa kubva kune akati wandei mativi, sekudzikisa muyero wekubhadhara pasi, kuwedzera rutsigiro rwekutenga dzimba neprovident. homwe, kudzikisa mubereko wemubereko, kugadzirisa chiyero chekurambidzwa kwekutenga, kupfupisa nguva yekurambidzwa kwekutengesa, nezvimwewo. Naizvozvo, rutsigiro rwakakosha runoita kuti mutengo wemhangura uratidze kusimba kwemutengo kuri nani.

Domestic inventory inoramba yakaderera

Muna Kubvumbi, hofori dzemigodhi dzakadai seFreeport dzakadzikisa tarisiro yadzo yekugadzirwa kwemhangura muna 2022, zvichiita kuti mari yekugadzira mhangura ikwire nekudonha munguva pfupi.Tichifunga nezvekudzikiswa kunotarisirwa kudzikiswa kwekupihwa kwemhangura gore rino nemabhizinesi akati wandei ekuchera migodhi, kuenderera mberi kwekudzikira kwemari yekugadzira muna Chikumi chakave chiitiko chingangoitika.Zvisinei, the mhanguramari yekugadzira ichiri padanho repamusoro rinodarika madhora makumi manomwe / tani, izvo zvakaoma kukanganisa chirongwa chekugadzira che smelter.

Muna Chivabvu, mamiriro edenda muShanghai nedzimwe nzvimbo akakanganisa kumhanya kwekubvumidzwa kwetsika.Nekudzoreredzwa zvishoma nezvishoma kwekugara kwakajairwa muShanghai muna Chikumi, huwandu hwezvimedu zvemhangura zvakatengeswa kunze kwenyika uye huwandu hwekubviswa kwemhangura yemumba zvinogona kuwedzera.Kugadzirwa kwemakambani emhangura kunoramba kuchidzoka, uye akasimbamhanguramutengo oscillation munhanho yekutanga yakawedzera musiyano wemutengo wekunatswa uye tsvina mhangura zvakare, uye kudiwa kwemarara mhangura kuchakwira muna Chikumi.

LME mhangura yemhangura yakaramba ichikwira kubva munaKurume, uye yakakwira kusvika 170000 matani pakupera kwaChivabvu, ichidzikisa gaka kana ichienzaniswa nenguva yakafanana mumakore apfuura.Imba yemhangura yemukati yakawedzera nematani angangoita 6000 kana ichienzaniswa nekupera kwaApril, zvakanyanya nekuda kwekuuya kwemhangura inounzwa kunze kwenyika, asi iyo inventory munguva yapfuura ichiri kure pasi peiyo perennial level.Muna Chikumi, kuchengetwa kwevanyungudutsa mudzimba kwakaderedzwa pamwedzi pamwedzi.Kunyungudika kwakabatanidzwa mukugadzirisa kwaiva 1.45 mamiriyoni ematani.Inofungidzirwa kuti kuchengetedza kuchakanganisa kucheneswa kwemhangura kubuda kwe78900 matani.Nekudaro, kudzoreredzwa kweyakajairwa yekugara kurongeka muShanghai kwatungamira mukunhonga mukufarira kutenga kweJiangsu, Zhejiang neShanghai.Uye zvakare, iyo yakaderera yemukati inventory icharamba ichitsigira mitengo munaJune.Nekudaro, sezvo mamiriro ekunze ari kuramba achivandudza, kutsigira kwemitengo kunopera zvishoma nezvishoma.

Kuda kuumba underpinning effect

Zvinoenderana nefungidziro yemasangano akakodzera, chiyero chekushanda kwemabhizinesi emagetsi emhangura inogona kunge iri 65.86% muna Chivabvu.Kunyangwe chiyero chekushanda chemagetsi mhangurapole enterprises haina kukwirira mumwedzi miviri yadarika, iyo inosimudzira zvigadzirwa zvakapedzwa kuti zviende kunzvimbo yekuchengetera zvinhu, iyo inventory yemagetsi copper pole mabhizinesi uye raw material inventory yemabhizinesi etambo achiri akakwira.Muna Chikumi, kukanganisa kwedenda pazvivakwa, zvivakwa uye mamwe maindasitiri kwakaparara zvakanyanya.Kana iyo mhangura yekushanda kwemhangura ikaramba ichikwira, inotarisirwa kutyaira kushandiswa kwemhangura yakanatswa, asi kusimba kuchiri kunoenderana nekuita kwechido chekupedzisira.

Pamusoro pezvo, sezvo iyo yechinyakare mwaka wepamusoro wekugadzira mhepo yekugadzira mhepo iri kusvika kumagumo, iyo indasitiri yemhepo inofefetera inoramba iine yakakwira yekuverenga mamiriro.Kunyangwe kana iyo air conditioning yekushandisa ichikwira muna Chikumi, ichave yakanyanya kudzorwa neiyo inventory port.Panguva imwecheteyo, China yakaunza mutemo wekusimudzira kushandiswa kweindasitiri yemotokari, iyo inotarisirwa kumisa mafungu ekugadzirwa uye kushambadzira kwepamusoro muna Chikumi.

Pamwe chete, inflation yaisa dzvinyiriro pamitengo yemhangura mumisika yemhiri kwemakungwa, uye mitengo yemhangura ichadzika kusvika pamwero wakati.Zvisinei, sezvo iyo yakaderera inventory mamiriro emhangura pachayo haigoni kuchinjwa munguva pfupi, uye kudiwa kune zvakanaka kutsigira maitiro pane zvakakosha, hakuzovi nenzvimbo yakawanda yemitengo yemhangura.