第八百零九章 惊天大跌(24)(第2 / 3页)
“是去那边卖铁矿石吗?”
黎文说:“怎么可能在这个价位把矿石卖掉?他们是去那边把矿石拉回来的。”
“拉回来钢厂自用吗?”李欣大吃一惊。
“对呀。”
这下连许东也觉得有些不可思议了,他问:“30万吨铁矿石全部从港口拉到我们的钢厂,这得要多久啊?”
黎文不以为然地说:“这有什么?估计就是一两个月吧。”
李欣以前在车站上待过一段时间,对铁路货运还算是有点了解,就说:“一两个月肯定是不行的,江南省的铁路货运本来就是瓶颈,全省通过铁路货运进出省的货物这么多,就算是专门开辟通道给我们拉铁矿石,一两个月的时间也很匆忙。何况铁矿石在目前这种情况下也不是什么急难险重的物资,开辟专门的通道根本不可能,所以我估计这30万吨铁矿石少了三个月根本运不完。”
黎文不以为然地说:“那最好了,这批货全部拉回来的时候也到年底了,那个时候矿价也应该涨上去了。”黎文昨天晚上听杨雪松说要把这30万吨铁矿石拉到钢厂去的事情以后心里一阵暗喜,他知道有钢厂接盘,这个难题基本上算是已经解决了,以后再也不用担心苟峰会在这件事情上追究自己的责任了。
李欣这下算是猜到了一点昨天龙运凯来龙盛贸易公司的用意了,看来龙运凯跟苟峰一样,也觉得矿价到年底还会上涨,要不然的话他也不会同意苟峰把这30万吨铁矿石拉到钢厂去。于是他说:“到年底如果矿价真的涨上去了,那当然好。”
许东问:“李欣,你也认为到年底矿价会涨上去吗?”
“也许吧,关键得看国庆节过后螺纹钢的价格能否撑得住,不然的话,矿价至少会跟随钢价先补跌一波。”
因为今天是国庆长假之前的最后一个交易日,所以空方没有继续向下打压价格,多方也没有在这个位置上拉抬价格,螺纹钢全天的走势是宽幅震荡,到收盘的时候价格收在了4339元,上涨了41元。
这个涨幅不大也不小,在李欣看来,在这个时间点上,螺纹钢价格如此大幅下跌之后出现这样的迹象,说明跌势根本没有完结。这样的上涨很可能是一部分空头像自己一样为了规避国庆假期的风险获利出场造成的,多头在这个位置上大规模开仓买入的可能性极低。
可是在苟峰看来,螺纹钢价格在大幅下跌之后,昨天和今天连续出现了两根小阳线,这很有可能预示着螺纹钢的价格已经到了底部。
要知道昨天4282元的最低价跟今年5230元的最高价相比,已经下跌了近1000元。从任何一个角度看,接下来的三个月里钢价上涨的空间已经远远大于下跌的空间了。只要钢价一回升,再叠加上钢厂冬储的采购力度这一因素,矿价上涨的预期就越来越大了。
一想到这里,苟峰对国庆节过后矿价的走势又再一次充满了希望。
李欣手里没有了持仓,现在是一身轻松。9月30号晚上7:30,他带着女儿和夏小娜乘飞机直奔上海,开始了度假之旅。
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