Gore ra2022 richakurumidza kuva rinopfuura hafu, uye mitengo yesimbi isina-ferrous muhafu yekutanga yegore yakasiyana zvakasiyana mukutanga uye yechipiri.Muchikamu chekutanga, mumazuva gumi ekutanga aMarch, musika wepamusoro wepamusoro unotungamirirwa ne lunni wakadzinga LME tini, mhangura, aluminium uye zinc kune rekodhi yakakwirira;Muchikamu chechipiri, yakanyanyisa muhafu yechipiri yaJune, tini, aluminium, nickel uyemhanguranekukurumidza akavhura maitiro ekuderera, uye iyo isiri-ferrous sector yakawira pasi pebhodhi.

Parizvino, mhando nhatu dzine hukuru hwekudzokera kubva pachinzvimbo cherekodhi nickel (-56.36%), tin (-49.54%) uye aluminium (-29.6%);Mhangura (-23%) ndiyo inokurumidza kuburitswa pane pani.Panyaya yeavhareji yemutengo wekuita, zinc yaive isingaite kudzikira uye kusarira kumashure mukota yechipiri (mutengo wepakati wepakati uchiri kuwedzera ne5% mwedzi pamwedzi).Tichitarisira kuhafu yechipiri yegore, kugadziridzwa kweFederal Reserve's monetary policy uye kudzoreredza kwehupfumi hwepamba mushure medenda aya maviri akakosha macro nhungamiro.Mushure mekuderera kwakanyanya pakati pegore, simbi dzisina ferrous dzakatanga kusvika kune yenguva refu yerutsigiro yehunyanzvi.Mafambiro emusika wenzombe kubvira denda achatsiva iyo yepamusoro-yepamusoro uye yakafara musika kuvhunduka.Pasi pezvinyorwa zvakaderera, mutengo wekutenderera kwesimbi dzisina-ferrous nemhangura sezvo musimboti ungave wakakura kwazvo, uchidonha nekukurumidza uye uchikwira nekukurumidza, kakawanda, uye chimiro chinogona kunge chakafanana neiyo sawtooth shock muhafu yechipiri ya2006. , mhangura inogona kuchinjika kutenderedza $1000 renji munguva pfupi.

Mumamiriro ekunze, musika uri nyore kudzokorora: kutanga, musika wakavhurika uye hauna kusungwa kune iyo Fed's mubereko wekuwedzera maitiro.Kunyangwe maJoint Reserve hawks ari anti inflation pari zvino, kana iyo chaiyo nzvimbo yekukura yakakuvadzwa kana musika mukuru wemusika ukakanganiswa, iyo yekusimbisa rhythm yeFed inogona kugadziridzwa chero nguva.Parizvino, misika inobata nehuwandu hunokosha hwekusimbisa, iyo yakafanana ne "stress test";Kana zviyero zvekuwedzera kwemhindu zvakakurumidza kuiswa uye tarisiro yekuderedzwa kwemari gore rinouya inoramba ichivirisa, manzwiro emusika anogona kukurumidza kuchinjwa;Chechipiri, pasi pemamiriro ekugadzirisa kwekukakavadzana pakati peRussia neUkraine, zvakaoma kuti misika ichinje maonero ayo pamusoro pekukwira kwemari kwenguva refu, uye zvakaoma kuchengetedza gasi rechisikigo muEurope, kunyanya mumatsutso nechando. gore rino;Chechitatu, iyo economic rhythm.Izvo zvinofanirwa kuve zvakaoma kuona hukuru hwehupfumi zviratidzo zveUnited States kupinda mukuderera muhafu yechipiri yegore.Mushure mekunge hupfumi hwepamba hwadzikira muchikamu chechipiri, iyo post denda kupora muhafu yechipiri yegore ichave yakanyanya kudiwa nharaunda mugore.Isu tinotenda kuti manzwiro ekutengeserana emusika achachinja nekukurumidza muhafu yechipiri yegore.Kunyange zvazvo kuderera kwenguva pfupi kwakakura, hakuna kupinda mumusika webheya.

Panyaya yekugovera uye kudiwa, iyo inowirirana chimiro chesimbi yepasi ndeye yakaderera inventory, iyo inogona zvakare kupa yakakwana volatility.Mumamiriro ezvinhu ekuda kudziya kwemba, zvipingamupinyi zvekugovera muhafu yechipiri yegore zvinotarisa kusimba kwesimba remhando dzisina-ferrous metal.Isu tinotenda kuti maererano nemapurojekiti matsva uye simba rekushanda, nzvimbo yekugovera nickel nealuminium yakasununguka, uye nickel inonyanya kuitika zvishoma nezvishoma zvezvirongwa zvakasiyana muIndonesia;Aluminium inonyanya kutsigira yakakwirira yekushanda mudzimba kuburikidza nehuviri kutonga kwesimba rekushandisa uye kutonhora uye kugadzikana kwekupa uye mutengo.Mamiriro ekupamhangurauye tini yakafanana, uye kune dambudziko guru rekupa kwenguva refu, asi kune kuwedzera kwekupa kuri pachena gore rino.Mutobvu ndiko kupa uye mutengo elasticity;Nekudaro, zinc yakaomesesa muyero yekuwanikwa kwemba uye kudiwa muhafu yechipiri yegore.Isu tinotenda kuti mune nonferrous metals sector, mhangura inonyanya kuratidza manzwiro emusika uye kuvhunduka kwakakura.Basa razvino nderekukurumidza kuwana rutsigiro rwemuganho wakaderera.Tichifunga nezvezvakakosha, aluminium nickel haina kusimba uye zingi yakasimba;Tichifunga nezvekukwezva kwechinyorwa chacho, kuderera kwerata kwakakura, uye indasitiri yekuchera migodhi nekunyungudutsa inocherekedza mutengo.Isu tinonyanya kufarira zinc uye tini.

Pakazara, tinotenda kuti nickel iri pachena isina simba uye zinc inogona kunge yakasimba;Tin inogona kunge iri yekutanga kubata pasi, uye mhangura nealuminium zvinonyanya kusarerekera kudengenyeka mushure mekuwana yakaderera muganho rutsigiro;Kuchinja kwakasimba nemhangura sechinhu chikuru chichava chinhu chikuru chekutengesa chesimbi dzisina-ferrous muhafu yechipiri yegore.