2026 Dadeɛ Nnwuma ho Nhwɛsoɔ
Sɛ yɛsusu nhyehyɛeɛ akwankyerɛ, gua so ahwehwɛdeɛ, ne wiase nyinaa nneɛma a atwa yɛn ho ahyia ho a, China dadeɛ adwuma no bɛhyɛn ɔfa foforɔ a ɛfa adansiɛ a wɔbɛsan asiesie ne ahotɔ a ɛkɔ fam mu wɔ afe 2026 mu, wɔ asɛmti titire a ɛne "ahyɛdeɛ a ɛfa nneɛma a wɔyɛ so na wɔbɛma nneɛma ayɛ yie" ase. Adwuma titiriw a adwuma no yɛ ne sɛ ɛbɛsakra afi nsenia ntrɛwmu a wobedi akyi akɔ "nkɔso a etu mpɔn a ɛfa nneɛma pa ho ne dodow mu nkɔso a ntease wom" a wobenya so. Nhyehyɛeɛ a ɛwɔ aseɛ ha yi bɔ nneɛma titire a ɛde dadeɛ adwuma no ba ne nsɛnnennen titire a ɛwɔ afe 2026 mu no mua, na ɛboa wo ma wote adwuma no nyinaa ho mfonini ase ntɛmntɛm.
Nneɛma a Wɔde Ma ne Nea Wɔhwehwɛ Nhyehyɛe
Ɔfã a Wɔde Ma:Esiane sɛ nhyehyɛe ho mmara, nneɛma a atwa yɛn ho ahyia ho anohyeto ahorow, ne nnwumayɛfo ankasa-nteɛso aka wɔn nti, wɔhwɛ kwan sɛ dade a wɔmfa nhyehyɛ mu a wɔyɛ no bɛkɔ so atew. Asoɛeɛ ahodoɔ bi hyɛ nkɔm sɛ dadeɛ a wɔmfa nhyehyɛ mu a wɔbɛyɛ wɔ afe 2026 mu no bɛyɛ tɔn ɔpepem 931 kɔsi ɔpepem 960, afe-afe -afe a ɛso bɛtew 1.25% kɔsi 3.1%. Nhyehyeɛ a ɛyɛ katee a ɛfa tumi a wɔde besi ananmu, nneɛma a atwa yɛn ho ahyia ho banbɔ anohyetoɔ a ɛfa nneɛma a wɔyɛ ho, ne "anti-nnoɔma foforɔ" nneyɛeɛ bɛma afiri a wɔde yɛ nneɛma a ne berɛ atwam no afiri mu, na wɔhwɛ kwan sɛ nnwuma a wɔde wɔn adwene si so no bɛkɔ soro.
Ɔfã a Wɔhwehwɛ:Total volume wɔ nhyɛso ase, nanso structure mu nsonsonoe yɛ kɛse. Dade a wɔhwehwɛ wɔ adan ne afie ho adwuma mu no kɔ so so tew, nanso nea ɛrekɔ fam no reyɛ ketewaa; dade a wɔhwehwɛ wɔ nnwuma a wɔde yɛ adwuma mu no da so ara yɛ nea wotumi gyina ano; na dade a wɔhwehwɛ wɔ nneɛma a wɔyɛ mu no kɔ so nya nkɔso, na ɛbɛyɛ ade titiriw a wɔhwehwɛ. Wɔhwɛ kwan sɛ dadeɛ a wɔhwehwɛ nyinaa wɔ afe 2026 mu bɛyɛ tɔn ɔpepem 800, afe-afe-afe a ɛso tew bɛyɛ 1%, a dadeɛ a wɔhwehwɛ wɔ nneɛma a wɔyɛ mu no fã bi bɛkɔ soro bio.
Nneɛma bo a ɛkɔ so Wɔhwɛ kwan sɛ dade bo bɛsakra kɛse wɔ ase hɔ, na ɛbɛkɔ soro kakra wɔ bo nyinaa mu. Wɔhwɛ kwan sɛ apam bo titiriw a ɛfa rebar ne hot-rolled coil ho no bɛdi gua wɔ 2950-3400 yuan/ton ne 3050-3550 yuan/ton, sɛnea ɛte biara. Nneɛma bo a ɛsakrasakra no benya nkɛntɛnso wɔ nneɛma a wɔde ma ne nea wɔhwehwɛ a ɛkari pɛ, nhyehyɛe mu nsakrae, ɛka mu nsakrae, ne abɔnten so nneɛma a atwa yɛn ho ahyia no so. Ɛsɛ sɛ wɔde adwene si sɛnea nhyehyɛe a wɔde bedi dwuma ntɛmntɛm ne ahoɔden a ɛwɔ ahwehwɛde a wɔsan nya mu no so.
Ka ne Mfaso a Wonya
Ɛdefa nneɛma a wɔde yɛ nneɛma ho ka ho no, wɔhwɛ kwan sɛ dade a wɔde yɛ nneɛma bo bɛkɔ fam, wɔhwɛ kwan sɛ fango a wɔde yɛ coking bo bɛsakra wɔ baabi a ɛfata, na wɔhwɛ kwan sɛ dade a wɔsɛe no bo bɛkɔ so ayɛ den. Sɛ yɛka ne nyinaa bom a, wɔhwɛ kwan sɛ ɛka a wɔbɔ wɔ dade tɔn biara ho no so bɛtew, nanso nneɛma a atwa yɛn ho ahyia ho ka rekɔ soro. Wɔhwɛ kwan sɛ mfaso a wonya fi nnwuma mu no bɛsan ayɛ yiye, nanso wɔhwɛ kwan sɛ nsonsonoe kɛse bɛba. Nnwumakuw a wɔwɔ mfaso a emu yɛ den na wɔanya nkɔso yiye-a ɛkɔ soro-end product portfolios no bɛyɛ akansi kɛse, a wɔhwɛ kwan sɛ nnwuma no mfaso nyinaa wɔ dade tɔn biara mu bɛkɔ so ayɛ 150-200 yuan.
Nhyehyɛe ne Abɔnten so Nneɛma a Atwa Yɛn Ho Ahyia
Ɔman no mu Nhyehyɛe:Aban no bɛkɔ so de sikasɛm nhyehyɛe a ɛyɛ nnam ne sikasɛm nhyehyɛe a ɛyɛ mmerɛw a ɛkɔ fam bedi dwuma, de n'adwene asi "nkɔso a wɔbɛma ayɛ den na wɔasiw wɔn a wɔde wɔn ho bɛhyɛ mu no ano," na wɔahyɛ nnwuma no nkɔso a ɛkorɔn-nya nkɔso denam nneɛma te sɛ tumi ne nneɛma a wɔyɛ sohwɛ, mfiridwuma mu nneɛma foforo, ne nsakrae a ɛyɛ ahabammono so. Bond quota soronko -atirimpɔw titiriw a wɔde aka ho no betumi adu yuan ɔpepepem 4.8, na ɛde sikasɛm mu mmoa ama nnwuma ne nnwuma afoforo. Dade a wɔhwehwɛ fi nnwuma te sɛ mfiri, kar (titiriw kar foforo a ahoɔden wom), po so ahyɛn a wɔyɛ, ne ofie mfiri mu no bɛkɔ so atumi agyina ano, na ɛbɛboa ma wɔadi ɔkwan a ɛda adansi ho ahiade mu no ho dwuma. Ahoɔden Titiriw -2-3. Dadeɛ dodoɔ a wɔde di dwuma wɔ nneɛma a wɔyɛ mu no abɛn 50% na ɛbɛkɔ so akɔ soro -3.
Amanaman Ntam Aguadi:Aguadi ho ahobammɔ a ɛkɔ soro ne EU carbon ho tow a wɔde di dwuma wɔ ɔkwan a ɛfata so no de ɛka a wɔbɔ wɔ China dade a wɔde kɔ amannɔne no so. Saa bere yi nyinaa, aguadi anohyeto ahorow a aman te sɛ India ne Turkey de aba no nso bɛka nneɛma a wɔde kɔ amannɔne. Nanso, China dade da so ara yɛ akansi wɔ amanaman ntam gua so, na nhyehyɛe a wɔde kɔ amannɔne no bɛdan akɔ nneɛma a ɛkorɔn-awiei so. Wiase Dadeɛ Fekuo hyɛ nkɔm sɛ wiase nyinaa dadeɛ a wɔhwehwɛ no bɛkɔ soro 1.3% wɔ afe 2026 mu.
Nnwumayɛbea Nkɔso Nkɔso
Green Transition a Wɔyɛ no Ntɛmntɛm:Wɔ botae a ɛne sɛ carbon peaking ne carbon neutrality ase no, green ne low{0}}carbon nkɔso a ɛba wɔ dade adwumayɛ mu abɛyɛ ade a wontumi nkwati. Mfiridwuma te sɛ ultra-low emission retrofitting ne hydrogen metallurgy a wɔde bedi dwuma no bɛyɛ ntɛmntɛm, ama nneɛma a atwa yɛn ho ahyia ho ka akɔ soro na ɛbɛma mfiridwuma ho gua a ɛyɛ ahabammono aba.
Nneɛma a wɔyɛ a ɛkorɔn-awiei na nyansa wom:Nkɔsoɔ a ɛba wɔ nneɛma a wɔyɛ mu no bɛma ahwehwɛdeɛ a ɛfa dadeɛ a ɛyɛ adwuma yie, ne boɔ-boɔ kɛseɛ-a wɔde aka ho no akɔ soro. Nnwumakuw bɛma R&D sika a wɔde bɛto mu no akɔ soro, na ɛbɛma nneɛma a wɔyɛ no akɔ nneɛma a ɛkorɔn-awiei ne nea ɛda nsow so. Bere koro no ara mu no, dijitaal nsakrae bɛyɛ ɔkwan titiriw a wɔfa so ma adwumayɛ tu mpɔn na wɔatew ɛka so.
Nkabom ne adetɔ a wɔyɛ no ntɛmntɛm: Wɔ akwankyerɛ a ɛko tia-involution nhyehyɛe ne mmara kwan so nhyehyɛe ahorow ase no, wɔhwɛ kwan sɛ nnwumakuw a wodi kan no bɛka nneɛma nketewa ne akɛse{1}}kɛse a wɔde yɛ nneɛma abom, ama nnwuma a wɔde wɔn adwene asi so ne tumi a wɔde di gua akɔ soro, na ayɛ nnwuma nhyehyɛe a "nnwumakuw a wodi kan di tumi, a ɛsono mmoa a efi nketewa ne akɛse- mu nnwuma ahorow."
Awie
Wɔ afe 2026 mu no, dadeɛ adwumayɛkuo no bɛgyae ne nkɔsoɔ nhyehyɛeɛ a ɛtrɛ no na wɔbɛhyɛn kyinhyia foforɔ a ɛda nsow ne "tumi a ɛhwɛ tumi so, nhyehyɛeɛ a ɛyɛ papa, boɔ a ɛsom boɔ, ne nkɔsoɔ a ɛyɛ ahabammono a wɔbɛhyɛ ho nkuran." Wɔ nnwumakuo fam no, adeɛ titire a ɛbɛma wɔadi nkonim no gyina: wɔ wɔn mu no, wɔbɛdi ɔman no tumi sohwɛ ne nneɛma a atwa yɛn ho ahyia ho nhyehyɛeɛ akyi pɛɛ, sika a wɔde bɛto R&D mu wɔ nneɛma a ɛkorɔn-awieɛ mu a wɔbɛma akɔ soro, na wɔagye digyital ne nsakraeɛ a nyansa wom atom abɔnten so no, ɛbɛsakra amannɔne aguadi ho nhyehyɛe ahorow koraa, a ɛdannan fi "bo akansi" so kɔ "botae a wonya fi mu," a ɛde n'adwene besi gua a ɛyɛ soronko ne nneɛma a ɛyɛ ahabammono a ɛkorɔn-end so, na wɔatew abɔnten so asiane ahorow so denam adwumayɛ ahorow a egu ahorow na ɛne mmara hyia so.
Sɛ yɛka ne nyinaa bom a, wɔ afe 2026 mu no, dadeɛ adwumayɛkuo no bɛkɔ tebea a ɛyɛ mmerɛ a ɛbɛma nneɛma a wɔde ma-ahwehwɛdeɛ a ɛkari pɛ, a nhyehyɛeɛ ho mmara ne gua so yie bɛtena hɔ. Nnwuma no nyinaa bɛda su ahorow adi a ɛne "nneɛma a wɔyɛ nyinaa a ɛyɛ den nanso ɛrekɔ fam, nhyehyɛe a wɔyɛ no yiye ne nea wɔyɛ no yiye, ne mfaso a ɛba fam a wɔbɛsan anya." Ɛsɛ sɛ nnwumakuw de wɔn adwene si ɛka sohwɛ, nneɛma a wɔyɛ no yiye, ne nsakrae a ɛyɛ ahabammono so na ama wɔatumi agyina gua so tebea a ɛyɛ den na ɛsakra bere nyinaa no ano.
