http://www.kadhoai.com.cn 2026-04-09 10:17:57 來源:中國工業報
編者語:雖(sui)然(ran)國(guo)際(ji)鐵(tie)礦(kuang)石(shi)三(san)大(da)巨(ju)頭(tou)的(de)壟(long)斷(duan)格(ge)局(ju)未(wei)來(lai)將(jiang)依(yi)舊(jiu)存(cun)在(zai),甚(shen)至(zhi)會(hui)因(yin)為(wei)必(bi)和(he)必(bi)拓(tuo)並(bing)購(gou)力(li)拓(tuo)等(deng)預(yu)期(qi)而(er)更(geng)甚(shen),但(dan)無(wu)論(lun)從(cong)需(xu)求(qiu)趨(qu)勢(shi)還(hai)是(shi)國(guo)際(ji)經(jing)濟(ji)金(jin)融(rong)大(da)環(huan)境(jing)的(de)背(bei)景(jing)來(lai)看(kan),持(chi)續(xu)數(shu)年(nian)的(de)國(guo)際(ji)鐵(tie)礦(kuang)石(shi)價(jia)格(ge)暴(bao)漲(zhang)局(ju)麵(mian)都(dou)即(ji)將(jiang)宣(xuan)告(gao)結(jie)束(shu)。
逆風飛揚,在價格趨勢的魔鬼詞典裏應該是與逆勢而為、自取其辱等同的詞彙。當美元逐漸走強、原油、黃金等商品市場結束牛市掉頭直下之時,鐵礦石價格卻依舊在釋放出一些與眾不同的信號:2009年的鐵礦石價格談判將於幾個月後開始的時候,巴西鐵礦石巨頭卻向中國和日本等國的鋼鐵企業提出將2008年鐵礦石價格提高20%的要求。這被普遍看成是對2009年鐵礦石談判價格仍將上揚的試探性表達。
筆者以為,雖(sui)然(ran)國(guo)際(ji)鐵(tie)礦(kuang)石(shi)三(san)大(da)巨(ju)頭(tou)的(de)壟(long)斷(duan)格(ge)局(ju)未(wei)來(lai)將(jiang)依(yi)舊(jiu)存(cun)在(zai),甚(shen)至(zhi)會(hui)因(yin)為(wei)必(bi)和(he)必(bi)拓(tuo)並(bing)購(gou)力(li)拓(tuo)等(deng)預(yu)期(qi)而(er)更(geng)甚(shen),但(dan)無(wu)論(lun)從(cong)需(xu)求(qiu)趨(qu)勢(shi)還(hai)是(shi)國(guo)際(ji)經(jing)濟(ji)金(jin)融(rong)大(da)環(huan)境(jing)的(de)背(bei)景(jing)來(lai)看(kan),持(chi)續(xu)數(shu)年(nian)的(de)國(guo)際(ji)鐵(tie)礦(kuang)石(shi)價(jia)格(ge)暴(bao)漲(zhang)局(ju)麵(mian)都(dou)即(ji)將(jiang)宣(xuan)告(gao)結(jie)束(shu)。
muqiangangtieyedezhouqixingtiaozhengyijingbiaoxiandehenmingxian,yiquanqiuzuidadegangtieshengchanguozhongguoweili,yibianshigangcaijiagechixuxiajiang,yibianshibaokuotiekuangshizaineideshengchanchengbenchixushangzhang,gangtieyelirunbeiyanzhongyasuohezhuduogangqikuisundejumianhaizaijixu。daxinggangqitongguobinggouzuoqianghezhongxiaogangtieqiyexiaowangjiangshibukebimiandetiaozhengguocheng,erxingyezhenghejiutuobujuezhuangtaideyebukenengchangqicunzai。
房fang地di產chan業ye對dui於yu鋼gang材cai的de需xu求qiu約yue占zhan總zong需xu求qiu的de三san分fen之zhi一yi左zuo右you,在zai美mei國guo房fang貸dai危wei機ji和he中zhong國guo宏hong觀guan調tiao控kong等deng背bei景jing之zhi下xia,全quan球qiu房fang地di產chan業ye走zou向xiang持chi續xu低di迷mi,必bi將jiang導dao致zhi鋼gang材cai需xu求qiu大da幅fu下xia滑hua,同tong時shi全quan球qiu消xiao費fei疲pi軟ruan也ye將jiang導dao致zhi其qi他ta行xing業ye對dui鋼gang鐵tie需xu求qiu的de下xia滑hua。而er鋼gang鐵tie需xu求qiu降jiang低di必bi將jiang減jian少shao對dui鐵tie礦kuang石shi的de需xu求qiu,需xu求qiu與yu價jia格ge之zhi間jian的de聯lian動dong趨qu勢shi將jiang十shi分fen明ming顯xian。
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