編者語：suiranguojitiekuangshisandajutoudelongduangejuweilaijiangyijiucunzai
，shenzhihuiyinweibihebituobinggoulituodengyuqiergengshen，danwuluncongxuqiuqushihaishiguojijingjijinrongdahuanjingdebeijinglaikan，chixushuniandeguojitiekuangshijiagebaozhangjumiandoujijiangxuangaojieshu。 

   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，suiranguojitiekuangshisandajutoudelongduangejuweilaijiangyijiucunzai，shenzhihuiyinweibihebituobinggoulituodengyuqiergengshen，danwuluncongxuqiuqushihaishiguojijingjijinrongdahuanjingdebeijinglaikan
，chixushuniandeguojitiekuangshijiagebaozhangjumiandoujijiangxuangaojieshu。 
　　目mu前qian鋼gang鐵tie業ye的de周zhou期qi性xing調tiao整zheng已yi經jing表biao現xian得de很hen明ming顯xian，以yi全quan球qiu最zui大da的de鋼gang鐵tie生sheng產chan國guo中zhong國guo為wei例li，一yi邊bian是shi鋼gang材cai價jia格ge持chi續xu下xia降jiang，一yi邊bian是shi包bao括kuo鐵tie礦kuang石shi在zai內nei的de生sheng產chan成cheng本ben持chi續xu上shang漲zhang
，鋼gang鐵tie業ye利li潤run被bei嚴yan重zhong壓ya縮suo和he諸zhu多duo鋼gang企qi虧kui損sun的de局ju麵mian還hai在zai繼ji續xu。大da型xing鋼gang企qi通tong過guo並bing購gou做zuo強qiang和he中zhong小xiao鋼gang鐵tie企qi業ye消xiao亡wang將jiang是shi不bu可ke避bi免mian的de調tiao整zheng過guo程cheng
，而er行xing業ye整zheng合he久jiu拖tuo不bu決jue狀zhuang態tai的de也ye不bu可ke能neng長chang期qi存cun在zai。 
　　fangdichanyeduiyugangcaidexuqiuyuezhanzongxuqiudesanfenzhiyizuoyou，zaimeiguofangdaiweijihezhongguohongguantiaokongdengbeijingzhixia，quanqiufangdichanyezouxiangchixudimi，bijiangdaozhigangcaixuqiudafuxiahua，tongshiquanqiuxiaofeipiruanyejiangdaozhiqitaxingyeduigangtiexuqiudexiahua。ergangtiexuqiujiangdibijiangjianshaoduitiekuangshidexuqiu，xuqiuyujiagezhijiandeliandongqushijiangshifenmingxian。 
　　bujinruci
，changqichuyudiweidejiaotanjiagejinnianyekaishishangzhang。jiaotanhetiekuangshishigangtieshengchanzuizhongyaodeliangzhongyuanliao，jiaotanjiageshangyangduiyutiekuangshijiageshangyangdejichuxiaoyingweilaibijiangxianxian
，daozhitiekuangshijiageduiyugangtieqiyechengbendehuayuquanheyingxianglidadashuailuo，erzhongguojiaotanzaiquanqiudefeneyusanjutouzaitiekuangshidelongduanfeneshangjiejin。zongshangbunanyujian，guojitiekuangshijiagedebaozhangtongdaoyijingjinrumoqi
，eryidanchuxianjiagexiajiang
，xianhuohetunhuoshichanghaijiangduijiagezaochengyidingdechongji。