Lub teb chaws iav lag luam tau thim rov qab tom qab ob lub hlis ntawm kev nce.
Tsis ntev los no, North Tuam Tshoj coj tus thawj coj hauv kev txo nqi, feem ntau 20-30 yuan / hnyav lub thawv, lwm thaj chaw ruaj khov ib ntus. Lub lim tiam no lub teb chaws ntab iav nqi ntawm 1680 yuan / ton; Tus nqi hauv North Tuam Tshoj yog 1,650 yuan, uas yog -1.79 feem pua piv rau lub hli dhau los.
Txij li kev ua kom zoo ntawm cov cai tiv thaiv kab mob sib kis nyob rau lub Kaum Ob Hlis xyoo tas los, kev thov pent-up tau pib tso tawm. Nrog rau kev txhim kho txuas ntxiv ntawm txoj cai vaj tse, cov iav khoom muag tau pib destocked, uas txuas ntxiv mus txog rau lub caij nplooj ntoos hlav Festival. Thaum Lub Kaum Ob Hlis 8, tag nrho cov khoom lag luam ntab iav hauv Suav teb yog kwv yees li 72,821 lab lub thawv hnyav, tab sis txij li Lub Ib Hlis 19, tag nrho cov khoom lag luam ntab iav hauv Suav teb yog 64,327, 000 lub thawv hnyav, thiab cov khoom muag tau poob qis. los ntawm 8,494,800 lub thawv hnyav hauv ob lub hlis.
Tom qab lub caij nplooj ntoos hlav Festival hnub so, txawm hais tias cov khoom muag tau nce mus rau 77.808 lab lub thawv hnyav, tab sis cuam tshuam los ntawm cov kev cia siab ntawm macro, txawm tias nyob rau hauv qhov kev xav tau ntawm cov nroj tsuag downstream tsis meej, kev lag luam kev lag luam tseem muaj zog. Thawj lub lim tiam ntawm lub xyoo. Lub lim tiam no, cov khoom ntim iav yog -1.28 feem pua , thiab tus nqi iav tau nce los ntawm 1627 yuan / hnyav lub thawv thaum kawg ntawm lub xyoo mus rau 1677 yuan / lub thawv hnyav.
Lub lim tiam dhau los, txawm li cas los xij, qhov destocking trend reversed.
Raws li lub Ob Hlis 9, ntab iav tso zis ntawm 1,111,500 tons, lub lim tiam ntawm lub lim tiam ntxiv rau 0.63 feem pua, Shahe Hoobkas cov khoom muag tau nce mus txog 8.8 lab lub thawv hnyav; Kev tsim khoom thiab kev muag khoom ntawm cov khoom lag luam nyoos hauv East Tuam Tshoj tus account rau 50 feem pua ~ 80 feem pua; Tuam Tshoj qhov nruab nrab thiab qis qis yuav tsum tau yuav; South China downstream yuav ceev faj. Kev ua lag luam tos-thiab-saib kev xav tau txuas ntxiv, tag nrho kev ua tau zoo ntawm kev tsim khoom thiab kev muag khoom ncaj nraim. Qhov tsis muaj kev txiav txim siab qis qis qis thiab qhov kev poob qis hauv kev ua lag luam nyob rau hauv cov khoom lag luam siab yog cov laj thawj tseem ceeb rau kev hloov pauv kev lag luam rau lub lim tiam no.
Ntau tus neeg hauv kev lag luam tau pib txhawj xeeb tias lub lag luam iav hauv 2023 yuav rov ua cov pob txha ua yeeb yam qub hauv xyoo 2022.
Saib rov qab mus rau 2022, thawj peb lub hlis twg tau nce thiab tom qab ntawd poob, nrog tus nqi nruab nrab ntawm 2000-2500 yuan / ton, thiab kev lag luam tseem muaj qhov tsim nyog tau txais txiaj ntsig. Kev ua lag luam txuas ntxiv poob rau lub quarter thib ob, tseem nyob hauv lub quarter thib peb, thiab pib poob dua hauv lub quarter thib plaub.
Yog li ntawd, qhov kev thov tsis muaj zog thiab cov khoom lag luam siab yog cov yam ntxwv tseem ceeb ntawm 2022 ntab Fabkis iav qhov muag ua lag luam ua rau muaj kev hloov pauv.
