Kutshanje, uxinzelelo lwentengiso enkulu yaphesheya yonyuke kakhulu.NgoMeyi, i-CPI yase-United States inyuke nge-8.6% ngonyaka, i-40 iminyaka ephezulu, kwaye umba wokunyuka kwamaxabiso e-United States waphinda wajoliswa.Imarike kulindeleke ukuba inyuse izinga lenzala yase-US ngamanqaku asisiseko angama-50 ngoJuni, Julayi noSeptemba ngokulandelelana, kwaye kulindeleke ukuba i-US Federal Reserve inokunyusa inzala ngamanqaku angama-75 kwintlanganiso yayo yenzala ngoJuni.Ukuchatshazelwa koku, i-curve yesivuno seebhondi zase-US yatshintshwa kwakhona, amasheya aseYurophu naseMelika awela ngaphesheya kwebhodi, i-dollar yase-US yavuka ngokukhawuleza kwaye yaphula i-high yangaphambili, kwaye zonke iintsimbi ezingenayo i-ferrous zaziphantsi koxinzelelo.

Ngaphakathi, inani lamatyala asanda kufunyaniswa e-COVID-19 lihleli likwinqanaba elisezantsi.IShanghai kunye neBeijing baphinde baqala ubomi obuqhelekileyo.Amatyala amatsha aqinisekisiweyo abangela ukuba intengiso ilumke.Kukho ukudibana okuthile phakathi koxinzelelo olwandileyo kwiimarike zaphesheya kunye nokuhlangana okuncinci kwethemba langaphakathi.Ukusuka kulo mbono, impembelelo yemarike enkulu kwiubheduamaxabiso aya kubonakala kwixesha elifutshane.

Nangona kunjalo, kufuneka kwakhona sibone ukuba phakathi nasekupheleni kukaMeyi, iBhanki yabantu baseChina yanqumla i-LPR yeminyaka emihlanu ngamanqaku esiseko se-15 ukuya kwi-4.45%, idlula ukulindela kwemvumelwano yangaphambili yabahlalutyi.Abanye abahlalutyi bakholelwa ukuba le ntshukumo inenjongo yokuvuselela imfuno yezindlu, ukuzinzisa ukukhula koqoqosho kunye nokusombulula imingcipheko yezemali kwicandelo lezindlu.Ngelo xesha, iindawo ezininzi e-China ziye zahlengahlengisa imigaqo-nkqubo yolawulo kunye nolawulo lwe-real estate market ukukhuthaza ukubuyiswa kwe-real estate market kwimilinganiselo emininzi, njengokunciphisa umlinganiselo wentlawulo ephantsi, ukwandisa inkxaso yokuthengwa kwezindlu nge-provident. ingxowa-mali, ukuthoba inzala yemali-mboleko, ukulungisa umda wothintelo lokuthenga, ukunciphisa ixesha lothintelo lwentengiso, njl. njl. Ke ngoko, inkxaso esisiseko yenza ixabiso lobhedu libonise ukomelela kwexabiso elingcono.

Uluhlu lwempahla lwasekhaya luhlala luphantsi

Ngo-Epreli, izigebenga zemigodi ezifana neFreeport zathoba ulindelo lwazo lwemveliso yoxinaniso lobhedu ngo-2022, nto leyo eyabangela ukuba imirhumo yokwenziwa kobhedu inyuke kwaye iwe ngexesha elifutshane.Ukuthathela ingqalelo ukuncitshiswa okulindelweyo kokunikezelwa koxinaniso lobhedu kulo nyaka ngamashishini emigodi aphesheya kweelwandle, ukwehla okuqhubekayo kwemirhumo yokucubungula ngoJuni kube yinto enokwenzeka.Nangona kunjalo, i ubheduumrhumo wokucubungula usekho kwinqanaba eliphezulu ngaphezu kwe-$ 70 / toni, okunzima ukuchaphazela isicwangciso sokuvelisa i-smelter.

NgoMeyi, imeko yobhubhane e-Shanghai nakwezinye iindawo yaba nefuthe elithile kwisantya sokukhutshwa kwempahla ephuma kwamanye amazwe.Ngokubuyiswa ngokuthe ngcembe kwenkqubo yokuphila eqhelekileyo eShanghai ngoJuni, isixa senkunkuma yobhedu evela kumazwe angaphandle kunye nesixa sokuqhawulwa kobhedu lwasekhaya kusenokwenzeka ukuba lunyuke.Ukuveliswa kwamashishini obhedu kuyaqhubeka nokubuyisela, kunye namandlaubheduixabiso oscillation kwinqanaba lokuqala uye wandisa umahluko ixabiso esulungekisiweyo kunye nenkunkuma ubhedu kwakhona, kunye nemfuno ubhedu inkunkuma uya pick up ngoJuni.

Uluhlu lwempahla yobhedu lwe-LME luqhubekile nokunyuka ukusukela ngoMatshi, kwaye lunyuke lwaya kutsho kwi-170000 yeetoni ekupheleni kukaMeyi, lucutha umsantsa xa kuthelekiswa nexesha elifanayo kwiminyaka engaphambili.Uluhlu lwempahla yobhedu lwasekhaya lunyuke malunga neetoni ezingama-6000 xa kuthelekiswa nokuphela kuka-Epreli, ikakhulu ngenxa yokufika kobhedu oluthengwa kumazwe angaphandle, kodwa uluhlu lwempahla kwixesha langaphambili lusengaphantsi kakhulu kwinqanaba lonyaka.NgoJuni, ugcino lwezinyibilikisi zasekhaya zenziwa buthathaka inyanga nenyanga.Umthamo wokunyibilikisa obandakanyekayo ekugcinweni kwaba yi-1.45 yezigidi zeetoni.Kuqikelelwa ukuba ukugcinwa kuya kuchaphazela imveliso yobhedu esulungekileyo yeetoni ze-78900.Nangona kunjalo, ukubuyiselwa kolungelelwaniso oluqhelekileyo lokuphila eShanghai kukhokelele ekuthathweni komdla wokuthenga weJiangsu, Zhejiang kunye neShanghai.Ukongezelela, i-inventory yasekhaya ephantsi iya kuqhubeka nokuxhasa amaxabiso ngoJuni.Nangona kunjalo, njengoko iimeko zokungenisa ziqhubeka ziphucuka, umphumo oxhasayo kumaxabiso uya kuba buthathaka ngokuthe ngcembe.

Imfuno yokwenza impembelelo esisiseko

Ngokutsho koqikelelo lwamaziko afanelekileyo, izinga lokusebenza kwamashishini ombane we-copper pole ingaba yi-65.86% ngoMeyi.Nangona izinga lokusebenza lombane ubheduamashishini e-pole ayikho phezulu kwiinyanga ezimbini ezidlulileyo, ezikhuthaza iimveliso ezigqityiweyo ukuba ziye kwindawo yokugcina impahla, uluhlu lwamashishini ombane we-copper pole kunye ne-inventory ekrwada yamashishini e-cable asephezulu.NgoJuni, impembelelo yobhubhane kwiziseko ezingundoqo, izindlu nomhlaba kunye namanye amashishini atshatyalaliswa kakhulu.Ukuba izinga lokusebenza lobhedu liqhubeka nokunyuka, kulindeleke ukuba kuqhutywe ukusetyenziswa kobhedu olusulungekileyo, kodwa ukuzinza kuxhomekeke ekusebenzeni kwemfuno yokugcina.

Ukongeza, njengoko ixesha eliphakamileyo lesiqhelo lokuveliswa kwe-air conditioning lifikelela esiphelweni, i-air conditioning industry iyaqhubeka nokuba ne-inventory ephezulu.Nangona ukusetyenziswa kwe-air conditioning kukhawuleza ngoJuni, kuya kulawulwa kakhulu yi-inventory port.Kwangaxeshanye, i-China yazise umgaqo-nkqubo wokukhuthaza ukusetyenziswa kweshishini leemoto, ekulindeleke ukuba iqalise imveliso kunye novuthondaba lwentengiso ngoJuni.

Lilonke, ukunyuka kwamaxabiso kuye kwabeka uxinzelelo kumaxabiso obhedu kwiimarike zaphesheya kweelwandle, kwaye amaxabiso obhedu aya kuhla ukusa kumlinganiselo othile.Nangona kunjalo, njengoko imeko ye-inventory ephantsi yobhedu ngokwayo ayinakuguqulwa kwixesha elifutshane, kwaye imfuno inefuthe elihle elixhasayo kwizinto ezisisiseko, akuyi kuba nendawo enkulu yokuwa kwamaxabiso obhedu.