Masana'antar Samar da Karfe Zacks tana shirye don hawa kan murmurewa cikin buƙatu a cikin motoci, babbar kasuwa, yayin da rikicin semiconductor sannu a hankali ya sauƙaƙe kuma masu kera motoci ke haɓaka samarwa.Babban saka hannun jarin ababen more rayuwa kuma yana da kyau ga masana'antar karafa ta Amurka.Hakanan farashin ƙarfe na iya samun tallafi daga buƙatun dawo da abubuwan more rayuwa. Kasuwar gine-ginen da ba ta zama ba da kuma buƙatun lafiya a sararin makamashi kuma suna wakiltar iskar wutsiya ga masana'antar.'Yan wasa daga masana'antu kamar Nucor Corporation NUE, Karfe Dynamics, Inc. STLD, TimkenSteel Corporation TMST da Olympic Karfe, Inc. ZEUS suna da kyau don samun riba daga waɗannan abubuwan.
Game da Masana'antu
Masana'antar Zacks Karfe masana'antu suna ba da ɗimbin nau'ikan masana'antu masu amfani da ƙarshen kamar su motoci, gini, kayan aiki, kwantena, marufi, injinan masana'antu, kayan aikin ma'adinai, sufuri, da mai da iskar gas tare da samfuran ƙarfe daban-daban.Waɗannan samfuran sun haɗa da naɗaɗɗen murɗa mai zafi da sanyi mai birgima da zanen gado, naɗa mai zafi da galvanized coils da zanen gado, sanduna masu ƙarfafawa, billets da furanni, sandunan waya, faranti na niƙa, daidaitaccen bututu da layi, da samfuran bututun inji.Ana samar da ƙarfe da farko ta amfani da hanyoyi biyu - Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙira don Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarfafa don Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙashin Ƙarƙa )Ana daukarsa a matsayin kashin bayan masana'antar kera.Kasuwannin kera motoci da na gine-gine a tarihi sun kasance mafi yawan masu amfani da karafa.Musamman ma, sashin gidaje da gine-gine shine mafi girman masu amfani da karafa, wanda ya kai kusan rabin jimillar abin da ake amfani da shi a duniya.
Me Ke Fasa Gaban Masana'antar Masu Samar Da Karfe?
Ƙarfin Buƙatu a Manyan Kasuwannin Amfani na Ƙarshen: An saita masu kera ƙarfe don samun riba daga koma bayan buƙatu a cikin manyan kasuwannin ƙarshen amfani da ƙarfe kamar kera motoci, gini da injuna daga koma bayan da coronavirus ke jagoranta.Ana sa ran za su amfana daga yin rajista mafi girma daga kasuwar kera motoci a cikin 2023. Ana sa ran buƙatun ƙarfe a cikin kera motoci za su inganta a wannan shekara a bayan ƙarancin ƙarancin duniya a cikin kwakwalwan kwamfuta na semiconductor wanda ya yi nauyi a kan masana'antar kera motoci kusan shekaru biyu.Ƙarƙashin ƙira na dillalai da buƙatun da ake buƙata na iya zama dalilai masu goyan baya.Ayyukan oda a kasuwannin gine-ginen da ba na zama ba suma suna da ƙarfi, suna nuna ƙarfin da ke tattare da wannan masana'antar.Bukatar a fannin makamashi kuma ta samu ci gaba bayan tashin farashin mai da iskar gas.Abubuwan da suka dace a cikin waɗannan kasuwanni suna da kyau ga masana'antar ƙarfe. Farfado da Kayan Aiki don Taimakawa Farashin Karfe: Farashin Karfe ya shaida ingantaccen gyara a duniya a cikin 2022 kamar yadda rikicin Rasha da Ukraine, hauhawar farashin makamashi a Turai, hauhawar hauhawar farashin kayayyaki, hauhawar farashin ruwa da raguwar hauhawar farashin kayayyaki a China sakamakon raguwar buƙatun sabbin ƙarfe.Musamman ma, farashin karafa na Amurka ya fadi bayan da ya kai kusan dala 1,500 a kowace gajeriyar tan a watan Afrilun 2022 saboda damuwar da ke tattare da yakin Rasha da Ukraine.Farashin na'ura mai zafi mai zafi ("HRC") ya kai kusan dala 600 a kowane gajeriyar matakin ton a cikin Nuwamba 2022. Yunkurin gangarawa a wani bangare yana nuna ƙarancin buƙata da fargabar koma bayan tattalin arziki.Koyaya, farashin sun sami ɗan goyan baya daga baya daga ayyukan haɓakar farashin injinan ƙarfe na Amurka da dawo da buƙata.Ana kuma sa ran sake komawa cikin buƙatun motoci zai ba da haɓaka ga farashin karafa a wannan shekara.Babban aikin raya ababen more rayuwa shi ma yana iya zama mai kara kuzari ga masana'antar karafa ta Amurka da farashin HRC na Amurka a shekarar 2023. The sizable tarayya kayayyakin more rayuwa kashewa zai yi tasiri tasiri a kan Amurka karfe masana'antu, ba da tsammanin Yunƙurin a cikin amfani da kayayyaki.Slowdown a kasar Sin a Dalili: Karfe bukatar a kasar Sin, duniya ta saman mabukaci, a duniya ta saman mabukaci na commod commod da rabi. s tattalin arziki.Sabbin kulle-kulle suna yin tasiri sosai kan tattalin arziki na biyu mafi girma a duniya.Rushewar ayyukan masana'antu ya haifar da raguwar buƙatar karafa a China.Bangaren masana'antu ya yi nasara yayin da kwayar cutar ta sake haifar da buƙatun samfuran da aka kera da sarƙoƙi.Kasar Sin ta kuma samu koma baya a fannin gine-gine da kadarori.Bangaren kadarori na kasar ya sha wahala daga kulle-kullen da aka yi akai-akai.Zuba jari a fannin ya ragu zuwa mafi ƙanƙanta cikin kusan shekaru talatin.Ana sa ran raguwar waɗannan mahimman sassan da ake amfani da karafa za su yi illa ga buƙatun ƙarfe a cikin ɗan gajeren lokaci.
Matsayin Masana'antar Zacks Yana Nuna Abubuwan Haɓakawa
Masana'antar Masu Kera Karfe Zacks wani bangare ne na Fannin Sashin Kayayyakin Kayayyakin Zacks.Yana ɗauke da Matsayin Masana'antar Zacks #9, wanda ke sanya shi a saman 4% na fiye da masana'antar Zacks 250. Matsayin masana'antar Zacks na rukunin, wanda shine ainihin matsakaicin matsakaicin Zacks Rank na duk hannun jari na memba, yana nuna haske kusa-lokaci.Bincikenmu ya nuna cewa kashi 50% na masana'antu masu daraja na Zacks sun fi kasa da kashi 50 cikin dari fiye da 2 zuwa 1. Kafin mu gabatar da wasu 'yan hannun jari da za ku so kuyi la'akari da fayil ɗin ku, bari mu dubi aikin masana'antu na kwanan nan na kasuwa-kasuwa da hoton kimantawa.
Masana'antu sun zarce Sashi da S&P 500
The Zacks Karfe masana'antu ya outperformed duka biyu Zacks S & P 500 composite da kuma fadi Zacks Basic Materials bangaren a cikin past year.The masana'antu ya sami 2.2% a cikin wannan lokaci idan aka kwatanta da S & P 500 ta raguwa na 18% da kuma fadi sashen ta koma baya na 3.2%.
Ƙimar Masana'antu na Yanzu
A kan tushen da trailing 12-wata-wata sha'anin darajar-to EBITDA (EV/EBITDA) rabo, wanda shi ne fiye da aka yi amfani da mahara ga valuing karfe hannun jari, da masana'antu a halin yanzu ciniki a 3.89X, a kasa da S & P 500 ta 11.75X da kuma bangaren ta 7.85X.Over da baya shekaru biyar, da masana'antu na 1.8 da low kamar yadda 1.5. Matsakaici na 6.71X, kamar yadda jadawalin da ke ƙasa ya nuna.

 
Hannun Jari na 4 Masu Kera Karfe don Ci gaba da Kula da Ido
Nucor: Charlotte, Nucor na tushen NC, yana wasa da Zacks Rank #1 (Saya mai ƙarfi), yana yin samfuran ƙarfe da ƙarfe tare da wuraren aiki a Amurka, Kanada da Mexico.Kamfanin yana cin gajiyar ƙarfi a cikin kasuwar gine-ginen da ba na zama ba.Hakanan ana ganin ingantattun yanayi a manyan kayan aiki, noma da kasuwannin makamashi masu sabuntawa.Hakanan ya kamata Nucor ya samu daga damammakin kasuwa daga dabarun saka hannun jari a cikin manyan ayyukan ci gabanta.NUE ta ci gaba da jajircewa wajen haɓaka ƙarfin samarwa, wanda yakamata ya haɓaka haɓaka kuma ya ƙarfafa matsayinsa na mai ƙima mai rahusa. Abubuwan da Nucor ya samu ya doke Ƙimar Zacks Consensus a uku daga cikin rubu'i huɗu na ƙarshe.Yana da abin mamaki na kashi huɗu cikin huɗu na abin mamaki na kusan 3.1%, a matsakaita.Ƙididdiga ta Zacks Consensus na ribar 2023 na NUE an sake fasalin 15.9% sama a cikin kwanaki 60 da suka gabata.Kuna iya ganin cikakken jerin hannun jari na Zacks #1 na yau anan.

Karfe Dynamics: An kafa shi a Indiana, Karfe Dynamics shine manyan masu kera karafa da mai sake sarrafa karafa a cikin Amurka, yana wasa da Zacks Rank #1.Yana amfana daga ƙwaƙƙwaran ƙarfi a cikin ɓangaren gine-ginen da ba na zama ba wanda ke haifar da ingantaccen tsarin odar abokin ciniki.Karfe Dynamics kuma a halin yanzu yana aiwatar da ayyuka da yawa waɗanda yakamata su ƙara ƙarfinsa da haɓaka riba.STLD tana haɓaka ayyuka a Sinton Flat Roll Steel Mill.Zuba jarin da aka tsara a cikin sabon injinan ƙaramin carbon aluminum flat-birgima na zamani shima yana ci gaba da haɓaka dabarun sa.Kididdigar yarjejeniya don samun kuɗin da aka samu don Karfe Dynamics na 2023 an sake duba 36.3% sama a cikin kwanaki 60 da suka gabata.STLD kuma ta doke Ƙididdiga ta Zacks Consensus don samun riba a cikin kowane kashi huɗu na baya, matsakaicin kasancewa 6.2%.

 
Karfe na Olympic: Ƙarfe na Olympics na Ohio, yana ɗauke da Zacks Rank #1, babban cibiyar sabis na karafa ne da ke mayar da hankali kan tallace-tallace kai tsaye da rarraba carbon da aka sarrafa, mai rufi da bakin lebur mai birgima, nada da farantin karfe, aluminum, farantin kwano, da samfuran ƙira mai ƙarfi.Yana amfana daga matsayinsa mai ƙarfi, ayyuka don rage kashe kuɗin aiki, da ƙarfi a cikin bututu da bututu da kasuwancin ƙarfe na musamman.Ana sa ran haɓaka yanayin kasuwannin masana'antu da sake dawowa cikin buƙata don tallafawa kundin sa.Ƙarfin ma'auni na kamfanin kuma yana ba shi damar saka hannun jari a cikin damar samun ci gaba mai girma.An sake duba ƙididdige ƙididdige ƙididdiga na Zacks Consensus na ribar da aka samu na Karfe na Olympics na 2023 da kashi 21.1 cikin ɗari a cikin kwanaki 60 da suka gabata.ZEUS kuma ta zarce Ƙimar Yarjejeniyar Zacks a cikin uku daga cikin rubu'i huɗu masu biyo baya.A cikin wannan tsarin lokaci, ya ba da matsakaicin matsakaicin samun abin mamaki na kusan 25.4%.

 
TimkenSteel: tushen TimkenSteel na Ohio yana aiki a masana'antar gami da ƙarfe, da kuma carbon da ƙananan ƙarfe.Kamfanin yana cin gajiyar haɓakar masana'antu da buƙatun makamashi da yanayi mai kyau na farashi, duk da rushewar sarkar samar da na'urori masu mahimmanci waɗanda ke shafar jigilar kayayyaki zuwa abokan ciniki ta hannu.TMST yana ganin ci gaba da farfadowa a kasuwannin masana'antu.Bukatar kasuwa mafi girma da ayyukan rage farashi suna taimakawa aikin sa.Yana samun riba daga ƙoƙarin da yake yi na inganta tsarin farashinsa da ingantaccen masana'antu.TimkenSteel, yana ɗauke da Zacks Rank #2 (Saya), yana da ƙimar haɓakar kuɗin da ake tsammani na 28.9% don 2023. Ƙididdiga na yarjejeniya don 2023 albashi an sake duba 97% sama a cikin kwanaki 60 da suka gabata.
Kuna son sabbin shawarwari daga Zacks Investment Research?A yau, zaku iya saukar da Mafi kyawun Hannun jari guda 7 don Kwanaki 30 masu zuwa.Danna don samun wannan rahoton kyauta
Karfe Dynamics, Inc. (STLD): Rahoton Binciken Hannun jari na Kyauta
Nucor Corporation (NUE): Rahoton Nazarin Hannun jari na Kyauta
Olympic Steel, Inc. (ZEUS): Rahoton Binciken Hannun jari na Kyauta
Timken Karfe Corporation (TMST) : Rahoton Bincike na Kasuwancin Kyauta
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