Cymber Metal Trading Co., Ltd. (txij no mus hu ua "Cymber") nyuam qhuav tshaj tawm nws qhov kev kwv yees rau kev lag luam tooj liab thoob ntiaj teb rau tsib xyoos tom ntej, tib lub sijhawm tshaj tawm cov kev hloov kho tshiab tshaj plaws ntawm lub tuam txhab hauv kev tswj hwm cov khoom xa tuaj, cov cuab yeej tiv thaiv kev lag luam nyiaj txiag, thiab kev xa mus rau thaj tsam. I. Lub Ntsiab Lus Tseem Ceeb: Tooj Liab Tseem Nyob Hauv Txoj Kev Loj Hlob Mus Ntev, Tab Sis Qhov Kev Hloov Pauv Ntawm Tus Nqi Yuav Nce Ntau Ntxiv
Cymber ntseeg tias kev ua lag luam tooj liab uas tau ua tiav txij li xyoo 2026 txog 2030 yuav tswj hwm qhov sib npaug nruj mus rau qhov nruab nrab tsis txaus, nrog rau qhov nruab nrab ntawm tus nqi nruab nrab txhua xyoo yuav hloov pauv mus rau xyoo dhau los hauv qhov ntau ntawmUS$10,800–12,500 ib tujCov tsav tsheb tseem ceeb suav nrog:
- Kev thov nce ntxiv nyuajlos ntawm kev nqis peev rau lub zog fais fab thiab kev tsim kho chaw khaws ntaub ntawv (kev kwv yees txhua xyoo ntawm 4.8%–5.5%);
- Kev ncua sijhawm siv nyiaj ntawm qhov kawg ntawm kev khawb av, ua rau qeeb ntawm qhov kev muab khoom tshiab los online (kev loj hlob ntawm kev tsim tooj liab thoob ntiaj teb tsuas yog1.2%–1.8% ib xyoostxij li xyoo 2026 txog 2028);
- Cov kev txwv ntawm cov txheej txheem rov ua dua cov tooj liab seem hauv cov teb chaws loj vim yog cov cai ib puag ncig thiab cov teeb meem ntawm kev sau cov khoom, ua rau muaj kev hloov pauv qis dua li qhov xav tau.
Tib lub sijhawm, cov kev hloov pauv macroeconomic thiab geopolitical yuav ua rau qhov kev hloov pauv ntawm tus nqi nthuav dav ntxiv piv rau lub sijhawm 2021–2024. Kev hloov pauv ntawm tus nqi txhua peb lub hlis yuav ncav cuag18%–25%, tsim kom muaj ntau lub cib fim hedging thiab cov peev xwm ua tau zoo rau cov lag luam uas muaj peev xwm tswj hwm kev pheej hmoo tag nrho.
II. Cov Lus Ceeb Toom Txog Kev Pheej Hmoo Uas Tau Muab Tso Rau Hauv Ib Theem
Txij li ib nrab xyoo tom ntej ntawm xyoo 2026 mus txog rau ib nrab xyoo thawj ntawm xyoo 2027, lub qhov rais ib ntus ntawm kev txo qhov tsis sib haum xeeb ntawm kev muab khoom thiab kev thov khoom yuav tshwm sim, feem ntau yog tsav los ntawm:
- Kev ncua sijhawm ntawm lub sijhawm siab tshaj plaws ntawm Tuam Tshoj txoj kev nqis peev rau lub zog hluav taws xob;
- Kev qeeb ntawm kev tsim kho chaw khaws ntaub ntawv hauv Tebchaws Europe thiab Tebchaws Meskas;
- Kev tsim khoom sai dua li lub sijhawm teem tseg ntawm qee lub chaw tsuas tshiab hauv Peru thiab Chile.
Yog tias Federal Reserve pib txo tus nqi paj laum tshiab hauv xyoo 2026, qhov kev poob qis sai ntawm US dollar index yuav ua rau cov yam ntxwv nyiaj txiag ntawm tooj liab nce siab, uas yuav ua rau cov nqi nce siab ua ntej rov qab sai sai.
Kev tsis sib haum xeeb hauv ntiaj teb lossis kev hloov pauv txoj cai hauv cov teb chaws tsim tooj liab loj (piv txwv li, Chile txoj kev hloov pauv se hauv kev khawb av lossis Zambia txoj kev kub ntxhov fais fab) txuas ntxiv ua rau muaj kev pheej hmoo ntawm kev muab khoom tsis tseem ceeb.
Mr. Meng Xiang Ji, Tus Thawj Coj ntawm Cymber Metal Trading Co., Ltd., tau hais tias:
"Tau tsib xyoos tom ntej no, qhov kev tsis sib haum xeeb tseem ceeb hauv kev lag luam tooj liab yuav tsis yog qhov tsis txaus ntawm cov khoom sib sau ua ke, tab sis yog lub sijhawm ntawm kev sib txawv ntawm kev muab khoom thiab kev thov thiab qhov muaj zog ntawm kev hloov pauv ntawm tus nqi. Cov tuam txhab uas ua haujlwm ruaj ntseg cov ntawv cog lus ntev, ua kom zoo dua cov kev pabcuam logistics, thiab muaj peev xwm tswj kev pheej hmoo kev tshaj lij yuav ua tiav qhov tseeb ntawm cov nyiaj rov qab los ntawm qhov tsis hloov pauv."
Lub sijhawm tshaj tawm: Kaum Ib Hlis-28-2025