HPG - Hòa hợp cùng phát triển (P2)

Chào cả nhà, chúc cả nhà ta tuần mới vui vẻ hiệu quả.
Chắc phải mùng 4-5 bác @dragon16188 mới update thông tin sản lượng.

Dự đoán sản lượng tiêu thụ thép xây dựng từ 250 K hoặc 260 K và khoảng 40 K phôi hoặc 30 k phôi

Thấy lái kê lệnh chặn trên tôi thấy vui vui

chuẩn bác, tôi cũng thấy vui vì nó làm việc này

Thank bác rất rất nhiều.

--- Gộp bài viết, 02/12/2019, Bài cũ: 02/12/2019 ---

Bác như ma xó. Cái gì liên quan cũng biết.

Bác @dragon16188 cập nhật giúp ace HPGer thông tin sản lượng tháng 11/2019 nhé. Thank bác!

Tây mua ròng vui nhỉ

Kiểu này tây xịn múc hết của bọn thao túng rồi. Đáng đời quân gian ác, bọn cái bị mù thông tin nên thi nhau bán đè HPG thì tây xịn nó xin vì nó biết thông tin vĩ mô ntn.

Steel margins have seen a resurgence in late November, with hot-rolled coil or HRC margins widening to Yuan 200-300/mt and long products to Yuan 400-800/mt. In June-July, the margins moved between a slight loss and Yuan 50/mt for HRC and Yuan 50-100 Yuan/mt for long products as iron ore prices surged past $100/dmt CFR China.

The most liquid iron ore product in the spot market, Rio Tinto's Pilbara Blend Fines or PBF, has long been the mainstay for Chinese blast furnaces due to its consistency in specifications and wide availability in the spot market.
https://www.spglobal.com/platts/en/...fy-impact-of-changing-iron-ore-specifications

Chứng tỏ rằng chúng nó phải tiếp tục gom hàng

Tin này thì tây còn múc tiếp

The World Steel Association data on Wednesday showed a 2.8% decline in global steel output in October to 151.5 million tonnes with production down across all regions.

The 50-year old industry body estimates that crude steel production in China, which is responsible for more than half the global total, declined 0.6% year on year in October. The decline came on the back of capacity cuts during the country’s 70th anniversary celebrations.

China also places curbs on production during the winter months through March, but thanks to surging output earlier in 2019, year to date steel production is still up 7.6% to 746m tonnes.

US output also fell during October, declining 2% in year on year terms to 7.4m tonnes. Given the nearly 40% drop in steel prices in the country over the past year as the effect of anti-dumping measures against China fade, production declines have been modest.

The US has also imposed imposed tariffs of 25% on steel exports coming from the EU, Canada and Mexico.

The decline in Europe was significant, registering an 8.7% drop. Profitability at steelmakers on the continent have eroded as excess capacity elsewhere ends up in the region which unlike the US has not taken any anti-dumping measures. Year to date EU crude steel output is down 3.6% to 122m tonnes.

World number three producer India, which overtook Japan last year recorded a drop of 3.4% at 9.1m tonnes for October, reducing year to date gains to 3% at 84.2m tonnes.

Japanese production fell nearly 5% in October in part due to typhoons and year to date the country’s output is down 3.9% to 75.6m tonnes.
https://www.mining.com/iron-ore-price-world-steel-production-shrinking/

Chất thêm 23 đến tầm 1M. Và 1 cái búng tay thôi....có thể khác chăng nhưng nguyên tắc cơ bản thường là vậy.