Ukuhlaziywa Kwemakethe Yezinto Zokulandelela

Mina,Ukuhlaziywa kwezinsimbi ezingezona i-ferrous

Isonto nesonto: Inyanga nenyanga:

1）I-Zinc sulfate

  ① Izinto zokusetshenziswa: I-Zinc hypooxide: Ukuqina kokunikezwa kuyaqhubeka futhi izingcaphuno zabakhiqizi zihlala ziqinile.

Isizinda sentengo yenethiwekhi ye-zinc: Kulindeleke ukuthi umuzwa we-Macro wehle kancane kancane, amanani ensimbi iyonke angase abhekane nengcindezi yokulungisa. Amanani e-zinc kulindeleke ukuthi aqine, naphezu kokwanda okusheshayo kwamanani ngaphambi koMkhosi WaseNtwasahlobo kanye nokungena kancane kancane kwezimakethe ezingezansi emjikelezweni wamaholide. Izitsha zomphakathi azikaqongelelani kakhulu, futhi iphethini yezimpahla eziphansi inikeza ukwesekwa okuphansi kwamanani e-zinc. Ngaphezu kwalokho, izitsha ze-zinc ze-LME okwamanje zisezingeni eliphansi elingaba ngamathani ayi-110,000, okunikeza ukwesekwa okuthile kwamanani. Amanani e-zinc kulindeleke ukuthi abuyele kancane kancane ezisekelweni ngesonto elizayo, aguquguquke cishe ngama-yuan angu-24,900 ngethani.

② I-asidi ye-sulfuric: Amanani emakethe azinzile kuleli sonto.

Izinga lokusebenza labakhiqizi kuleli sonto belingu-68% (alishintshile kusukela ngesonto eledlule), kanti izinga lokusetshenziswa kwamandla belingu-58% (likhuphuke ngo-7% kusukela ngesonto eledlule), kodwa ama-oda avela kubakhiqizi abakhulu ahlelelwe kuze kube maphakathi noFebhuwari, futhi ukulethwa kwezimpahla kusese kuncane. Amanani aphezulu e-zinc oxide, izinto ezisetshenziswayo eziyinhloko, anikeze ukwesekwa okuqinile kwamanani omkhiqizo. Kulindeleke ukuthi intengo ye-zinc sulfate izohlala izinzile ezingeni eliphezulu esikhathini esifushane.

2） I-Manganese sulfate

Izinto zokusetshenziswa: ① Ukusekelwa kwezindleko eziqinile: Amanani ezinto zokusetshenziswa ahlala eqinile, aqhubeka nokusekela izindleko.

②Amanani e-sulfuric acid ahlala ephezulu futhi ezinzile.

Kuleli sonto, izinga lokusebenza kwabakhiqizi belingu-67%, izinga lokusetshenziswa kwamandla belingu-51%, elingashintshile kusukela ngesonto eledlule, kanti ama-oda amakhulu abakhiqizi ahlelelwe kuze kube sekupheleni kukaFebhuwari. Amanani ezinto zokusetshenziswa ezifana ne-manganese ore kanye ne-sulfuric acid ahlala eqinile, eqhubeka nokusekela izindleko.

Amanani e-Manganese sulfate kulindeleke ukuthi ahlale ephezulu futhi eqinile. Ngokusekelwe ekuhlaziyweni kwenani lama-oda ebhizinisi kanye nezici zezinto zokusetshenziswa, i-manganese sulfate kulindeleke ukuthi ihlale iqinile esikhathini esifushane. Amakhasimende ayalulekwa ukuthi athenge njengoba kudingeka.

3）I-ferrous sulfate

Ngokuphathelene nezinto zokusetshenziswa: Imakethe ye-ferrous sulfate yamanje isesilinganisweni esiqinile "semingcele yokuphakelwa". Ukuncipha kokukhiqizwa embonini ye-titanium dioxide ephezulu kuholele ekunciphiseni kokuphakelwa kwe-ferrous sulfate yayo yomkhiqizo ongaphansi, ephambukiswe yimboni ye-lithium iron phosphate. Izinga lokusebenza lingu-80% (likhuphuke ngo-20% kunenyanga edlule), kodwa izinga lokusetshenziswa kwamandla lihlala ku-25% (likhuphuke ngo-6% kunenyanga edlule), kanye nokululama okulinganiselwe kokukhiqizwa.

Njengamanje, izinga lokusebenza lilonke le-ferrous sulfate yasekhaya alilihle, futhi amabhizinisi anempahla encane kakhulu, okuyisici esihle sokwenyuka kwentengo ye-ferrous sulfate. Uma sibheka amazinga empahla akamuva amabhizinisi kanye namazinga okusebenza aphezulu, i-ferrous sulfate kulindeleke ukuthi ikhuphuke esikhathini esifushane. Kunconywa ukuthi amakhasimende andise impahla yawo ngendlela efanele.

4） I-sulfate yethusi/i-chloride yethusi eyisisekelo

Ezingeni elikhulu, ukuqokwa kukaTrump kommeleli “we-hawkish” uKevin Walsh ukuthi athathe indawo kaPowell njengosihlalo weFederal Reserve kwakufana “nebhomu lenuzi lenqubomgomo” elaqhumisa imakethe. Ukuncipha kwesikhashana kokungaqiniseki kwezepolitiki e-United States kube yimbangela eyinhloko, futhi ukukhathazeka kwemakethe ngokuzimela kwe-Fed kuye kwaphola, kwenza buthaka umqondo oyinhloko owawusekela ukwenyuka okusheshayo kwamanani egolide. Njengoba kwehla kakhulu izinsimbi eziyigugu, ukungezwani kwemakethe kusakazekele emkhakheni wensimbi, futhi izisekelo zisesikhathini sokuphumula sonyaka sokusetshenziswa ngesikhathi seNtwasahlobo, intengo yekusasa lethusi laseShanghai kulindeleke ukuthi ishintshe ezingeni eliphezulu esikhathini esifushane. Kodwa-ke, umqondo wokusekela wesikhathi esiphakathi kuya kweside wekusasa lethusi awukanyamalali, isimo sezimayini esiqinile asikashintshi, ukukhathazeka ngentela yase-US kuyaqhubeka, izingozi zezwe nezepolitiki zihlala ziphezulu, futhi ukungezwani phakathi kwe-US ne-Iran kuyaqhubeka nokukhula futhi kungabangela izingxabano zesifunda. Phakathi kokuhlangana kokungaqiniseki okuningi, imakethe yethusi laseShanghai ibone ukwehluka okukhulu kanye nokuguquguquka okwengeziwe.
Uhlangothi lokuhlinzekwa: Ukukhula kokukhiqizwa kwezimayini zethusi emhlabeni wonke kungu-0.9% kuphela, ngezingozi ezivame ukwenzeka njengesiteleka saseMantovede eChile kanye nokudilika kodaka eGrasberg e-Indonesia, i-ICG ibikezela igebe lamathani angu-800,000 kuya ku-1 million ngo-2025. Ukuthembela kweShayina ekugxilweni kwethusi okungenisiwe kudlula u-90%, i-TC yenkontileka yesikhathi eside yehla yaya ku-$0 ngethani, inqubomgomo ikhuthaza umshwalense ophindwe kabili "wokubambisana kwamanye amazwe + ukuvuselela kabusha", kanti umgomo wethusi eliphinde lasetshenziswa ungaba ngu-28% ngo-2028. Abancibilikisi bangaphansi kwengcindezi yokunciphisa ukukhiqizwa ngenxa yezimali zokucubungula eziphansi. Umkhiqizo wethusi ocwengisisiwe wasekhaya ngoDisemba wawungamathani ayizigidi ezingu-1.326 (ukhuphuke ngo-9.1% unyaka nonyaka), kodwa izinqolobane zomphakathi ziqongelelwe zaya kumathani angu-225,900. Izinqolobane ze-COMEX ezingaphezu kwamathani amafushane angu-550,000 zibonisa umphumela we-siphon wase-US. Amanani ethusi kulindeleke ukuthi ashintshe phakathi kwe-yuan eyi-100,000-102,000 ngethani ngesonto elizayo. Ngamafuphi, amanani ethusi abonisa ukuqina emdlalweni we-macro bull/bear. Qaphela ukuhoxa okuphezulu esikhathini esifushane. Esikhathini esiphakathi neside, isidingo samandla amasha, amazinga enzalo aphansi kanye namaphrimiyamu engozi ye-geopolitical asekela ukunyuka kwesikhungo sentengo yethusi. Kulindeleke ukuthi amanani ethusi azoshintshashintsha kakhulu ngoFebhuwari.

Esikhathini esifushane, i-copper sulfate kulindeleke ukuthi ishintshe kakhulu. Amakhasimende ayalulekwa ukuthi agcine izinto ezisetshenziswayo zijwayelekile.

5（I-Magnesium sulfate/i-magnesium oxide

Ngokuphathelene nezinto zokusetshenziswa: Njengamanje, i-sulfuric acid enyakatho izinzile ezingeni eliphezulu.

Amanani e-magnesium oxide kanye ne-magnesium sulfate akhuphukile. Umthelela wokulawulwa kwemithombo ye-magnesium, imikhawulo yesilinganiso kanye nokulungiswa kwemvelo kuholele ekutheni amabhizinisi amaningi akhiqize ngokusekelwe ekuthengisweni. Amabhizinisi e-magnesium oxide ashiswe ngokukhanya avalwa ngoLwesihlanu ngenxa yezinqubomgomo zokushintsha umthamo kanye nokwenyuka kwamanani e-sulfuric acid, kanti amanani e-magnesium sulfate kanye ne-magnesium oxide akhuphuke ngesikhathi esifushane. Kunconywa ukuthi kugcinwe kahle.

6） I-calcium iodate

Intengo ye-iodine ehlungiwe yakhuphuka kancane, ukunikezwa kwe-calcium iodate kwakuncane, abanye abakhiqizi be-iodide bavalwa noma ukukhiqizwa kulinganiselwe, kanti ukunikezwa kwe-iodide kwakuncane. Kulindeleke ukuthi ithoni yokwanda okuqhubekayo nokuncane kwe-iodide izohlala ingashintshi. Kunconywa ukuthi kugcinwe kahle.

7） I-Sodium Selenite

Ngokuphathelene nezinto zokusetshenziswa: Amanani ezinsimbi ezingenayo insimbi ayaqhubeka nokukhuphuka. Imakethe iyonke ye-selenium engahluziwe kanye ne-selenium dioxide iyancipha ngobuningi kodwa intengo yayo izinzile. Ukugcinwa kwezimpahla ngaphambi kweholide kuyaqaphelwa. Ukusekelwa okuvela ekudingweni okuphezulu kunamandla kunasemasimini endabuko. Ukuqagela imali kuholela ekushodeni kwezinto zokusetshenziswa ngenxa yokungathunyelwa kwe-selenium engahluziwe kanye ne-selenium dioxide phezulu. Inani labakhiqizi liphansi futhi intengo iyakhushulwa. Thenga ngokufunwa.

8） I-Cobalt chloride

Imakethe ye-cobalt chloride ihlale incane ngesonto eledlule, kungekho shintsho olukhulu esimweni sokuhweba uma kuqhathaniswa nesonto eledlule. Izingcaphuno ezijwayelekile zabakhiqizi bensimbi kanye namabhizinisi okuvuselela kabusha zihlale zingaphezu kwama-yuan ayi-115,000 ngethani, kuyilapho amanye amabhizinisi ecaphuna ngaphansi kwaleli zinga ukuze athole imali ngaphambi koMkhosi waseNtwasahlobo. Izimboni zamaseli e-terminal zinesidingo esikhulu ngenxa yezinguquko ezinqubweni zokuthumela kwamanye amazwe, kodwa uma kucatshangelwa ukuthi amabhizinisi amaningi anesitokwe esanele sezinto zokusetshenziswa ezisetshenziswayo ekuqaleni kanye nentengo ephezulu yamanje ye-cobalt chloride, ukuzimisela kwangempela kokuthenga emakethe ngokuvamile akunamandla. Njengoba uMkhosi waseNtwasahlobo usondela futhi izinto zokuhamba sezizomiswa, kulindeleke ukuthi imakethe izohlala inciphile ngamanani kodwa kungabikho sidingo ngaphambi komkhosi.

9）Usawoti we-cobalt/i-potassium chloride/i-potassium carbonate/i-calcium formate/iodide

1. I-Cobalt: Isimo sokuhweba emakethe ye-cobalt siye saba buthaka, futhi amanani aqondile ahlale eqinile. Ohlangothini lokunikezwa, olusekelwa yizindleko zezinto zokusetshenziswa ezikhulayo, izingcaphuno zabancibilikisi bezilokhu ziqinile. Ngasekupheleni konyaka, izinhloso zokuthenga zamabhizinisi angaphansi kwamanzi ziye zaba buthaka ngokuvamile. Ngokuhambisana nokubuya kancane kancane kokuthunyelwa kwamanye amazwe eCongo kanye nokwehla kwamanani e-cobalt e-electrolytic kanye nezinye izinto zezindaba ezicindezela umuzwa wokuhweba emakethe, ukuthengwa kwamabhizinisi kubuyele esidingweni esiqinile. Ngokusekelwa okuqinile okuvela ezindleleni zezinto zokusetshenziswa ezisezingeni eliphezulu, kulindeleke ukuthi amanani e-cobalt sulfate asazobonisa iphethini "yokungenzeka ukuthi akhuphuke kunokwehla" esikhathini esifushane.

2. I-Potassium chloride: Intengo kufanele ihlale izinzile ngisho nangaphambi koMkhosi WaseNtwasahlobo. Ngemva komhlangano wesiqinisekiso sokuhlinzekwa ngomhlaka-27 Januwari, kuzoba nezinguquko ezilinganiselwe emananini e-potash emakethe, futhi abahwebi abaningi bazomisa okwesikhashana ukuthengisa bese belinda futhi babone. Uma inqubomgomo ingasetshenziswa noma ukuphoqelelwa kulinganiselwe, amanani e-potash angakhuphuka futhi, noma okungenani ahlale eqinile. Kunconywa ukuthi uqaphele isitoko eHong Kong kanye nemvelo yamazwe ngamazwe, futhi uqoqe futhi uthenge ngendlela efanele njengoba kudingeka esikhathini esizayo esiseduze.

3. Amanani emakethe ye-formic acid yasekhaya asazobhekana nengcindezi ethile eyehlayo, futhi abakhiqizi abakhulu banezinhlelo zokunciphisa ukukhiqizwa kwe-formic acid. Ukuqina kwamanje kokutholakala kanye nesidingo emakethe akukashintshi, futhi ingcindezi yokugaya impahla isekhona. Kuyadingeka ukunaka izinguquko ekutholakaleni kanye nesidingo emakethe. Amanani e-calcium formate angase alungiswe kancane kuleli sonto, futhi kunconywa ukuthi kugcinwe ngokwesidingo.

4. Amanani e-iodide azinzile kuleli sonto uma kuqhathaniswa nawangesonto eledlule.