Izinto eziPhembelela iNdlela yeKamva yamaxabiso entsimbi

1. Ubume boQoqosho olukhulu
Ukukhula koqoqosho-ingakumbi kwi-real estate, izakhiwo kunye nokuvelisa-kuchaza imfuno yensimbi. I-GDP eyomeleleyo (ixhaswe yinkcitho yeziseko ezingundoqo) igcina usetyenziso, ngelixa icandelo lepropathi elicothayo okanye ukudodobala koqoqosho lwehlabathi kunciphisa amandla amaxabiso.
2. Supply-DemaD Dynamics
Ubonelelo: Imisebenzi yokusila (ukuqhuma/ukusetyenziswa kweziko lombane) kunye nokucuthwa kwemveliso (umzekelo, iintambo zentsimbi ekrwada) zinefuthe ngqo kwibhalansi yemarike. Amanqanaba asezantsi e-inventri (umzekelo, i-30-40% unyaka nonyaka iyancipha kwi-rebar stocks) iphakamisa ukuguquguquka kwexabiso.
Imfuneko: Ukuwa kwamaxesha onyaka (amaza obushushu, iimonsoni) kuyawuthomalalisa umsebenzi wokwakha, kodwa uvuselelo lomgaqo-nkqubo (umzekelo, ukuncitshiswa kwepropathi) lunokubangela ukugcinwa kwempahla kwakhona okwexeshana elifutshane. Amandla okuthumela ngaphandle (umzekelo, ukunyuka kwe-rebar yokuthunyelwa ngaphandle kwe-H1 2025) kunciphisa ukuthengiswa kwangaphakathi kodwa kujongene nemingcipheko yorhwebo.
3. Iindleko zokudlula
Izinto ezikrwada (intsimbi ekrwada, amalahle okuphekela) zilawula iindleko zokusila. I-rebound kwi-coking coal (phakathi kwelahleko yasemigodini kunye ne-curbs yokhuseleko) okanye i-iron ore-drived ore recovery-driven recovery isekela amaxabiso entsimbi, ngelixa izinto ezikrwada ziwa (umzekelo, i-57% ye-coking coking kwi-H1 2025) yenza uxinzelelo olusezantsi.
4. Ungenelelo loMgaqo-nkqubo
Imigaqo-nkqubo ilawula unikezelo (umz., ulawulo lokukhutshwa kwezinto ezikhutshwayo, izithintelo zokuthumela impahla ngaphandle) kunye nemfuno (umz., ukukhawuleziswa kwebhondi yeziseko zophuhliso, ukunyenyiswa kwepropathi). Ukutshintsha komgaqo-nkqubo ngequbuliso-nokuba kuyakhuthaza okanye kuyanqanda-kudala ukuguquguquka.
5. Iimvakalelo zehlabathi kunye nezeMarike
Ukuhamba korhwebo lwamazwe ngamazwe (umzekelo, imingcipheko echasene nokulahlwa) kunye nemijikelo yempahla yorhwebo (intsimbi ekrwada eyenziwe ngedola) idibanisa amaxabiso angaphakathi kwiimarike zehlabathi. Ukuma kwemarike yekamva kunye “nezithuba ezilindelekileyo” (umgaqo-nkqubo ngokuchasene nenyani) kukhulisa ukuguquguquka kwamaxabiso.
6. Iingozi zeXesha kunye nezeNdalo
Imozulu egqithisileyo (ubushushu, izaqhwithi) iphazamisa ulwakhiwo, ngelixa imiqobo yolungiselelo ibangela ukungahambelani kwemfuno yobonelelo lwengingqi, inyusa ukuguquguquka kwexabiso lexesha elifutshane.