Isonto lokuqala lika-Okthoba Ukuhlaziywa Kwemakethe ye-Trace Elements

Trace Elements Market Analysis

mina,Ukuhlaziywa kwezinsimbi ezingenayo insimbi

Iviki neviki: Inyanga nenyanga:

1) I-Zinc sulfate

  ① Izinto zokusetshenziswa: I-Zinc hypooxide: I-coefficient yokwenziwayo ephezulu. Ukusekelwa okuqinile okuvela kokulindelwe kokuncishiswa kwezinga le-Fed

Lokhu kwandisa izinsimbi ezingenayo insimbi. Amanani e-Zinc kulindeleke ukuthi ahlale ephansi futhi eguquguqukayo esikhathini esifushane.

② I-Sulfuric acid izinzile kuleli sonto. Umlotha wesoda: Izintengo bezizinzile kuleli sonto. Amanani eZinc kulindeleke ukuthi asebenze ebangeni lama-22,000 kuya ku-22,350 yuan ngethani.

Izinga lokusebenza elikhuphukayo lamabhizinisi e-zinc sulfate lijwayelekile, kodwa uku-oda akwanele. Imakethe yendawo ihlangabezane namazinga ahlukene wokudonsela emuva. Amabhizinisi okuphakelayo awazange asebenze kakhulu ekuthengeni muva nje. Ngaphansi kwengcindezi ekabili yezinga lokusebenza kwamabhizinisi akhuphukayo kanye nevolumu ye-oda ekhona enganele, i-zinc sulfate izoqhubeka nokusebenza ngokubuthakathaka nangokuzinza esikhathini esifushane. Kuphakanyiswa ukuthi amakhasimende ehlise umjikelezo we-inventory.

2) I-Manganese sulfate

Mayelana nezinto zokusetshenziswa: ① Imakethe ye-manganese ore ihlala ngokuqaphela eceleni. Amafekthri anensada yesitokwe sangaphambi kweholide, isidingo sechweba simaphakathi, futhi imisebenzi yangemva kweholide ayikakanyuki. Izingcaphuno zabahwebi ngokuvamile zizinzile. Okwamanje, izinto eziyisisekelo azinazo izishayeli eziqondisayo, futhi uhla lokuguquguquka lulonke lwamanani e-ore luncane kakhulu.

② Izintengo ze-sulfuric acid zihlale zizinzile ezweni lonke kuleli sonto.

Kuleli sonto izinga lokukhiqizwa kwe-manganese sulfate libe ngu-31.8%/31%. Izinga lokukhiqiza lalingu-95% kanti izinga lokusebenzisa amandla lalingu-56%, lihlale lingashintshile kusukela ngesonto eledlule. Izinga lokusebenza lamabhizinisi asezingeni eliphezulu lijwayelekile. Ngenxa yokwenyuka okuqhubekayo kwakamuva kwentengo ye-sulfuric acid yezinto ezingavuthiwe, izindleko zikhuphuke kancane, futhi umdlandla wamakhasimende asekhaya wokugcwalisa uhlu lwempahla ukhule kakhulu. Ngokusekelwe ekuhlaziyweni komthamo we-oda lebhizinisi nezinto ezingavuthiwe, i-manganese sulfate kulindeleke ukuthi ihlale iqinile esikhathini esifushane. Kunconywa ukuthi amakhasimende andise uhlu lwawo lwempahla ngendlela efanele.

3) I-ferrous sulfate

Mayelana nezinto zokusetshenziswa: Nakuba isidingo se-titanium dioxide sesithuthukile uma siqhathaniswa nesikhathi esedlule, isimo sokudingeka kokuvilapha sisekhona. Ukusalela emuva kwe-titanium dioxide kubakhiqizi kusaqhubeka. Izinga lokusebenza lilonke lihlala lisesimweni esilinganiselwe. Ukunikezwa okuqinile kwe-ferrous sulfate heptahydrate kuyaqhubeka. Ngokuhambisana nesidingo esizinzile se-lithium iron phosphate, isimo sempahla eluhlaza asikancishiswa.

Kuleli sonto, izinga lokusebenza kwabakhiqizi be-ferrous sulfate bekungu-75%, futhi izinga lokusebenzisa amandla lalingu-24%, okusele kuyisicaba uma kuqhathaniswa nesonto eledlule. Abakhiqizi bahlelelwe kuze kube nguNovemba - Disemba. Abakhiqizi abakhulu banciphise ukukhiqizwa ngamaphesenti angama-70, futhi izingcaphuno zisalokhu ziphezulu kuleli sonto. Ngaphezu kwalokho, ukunikezwa kwe-ferrous sulfate yomkhiqizo kuqinile, izindleko zezinto ezingavuthiwe zisekelwa ngokuqinile, izinga lokusebenza lilonke le-ferrous sulfate alilihle, futhi luncane kakhulu uhlu lwezindawo lwamabhizinisi, okuletha izici ezivumayo zokwenyuka kwentengo ye-ferrous sulfate. Uma kucatshangelwa uhlu lwakamuva lwamabhizinisi kanye nezinga lokusebenza lokukhuphuka komfula, amathuba okwanda kwe-ferrous sulfate yesikhashana angeke akhishwe.

4) I-Copper sulfate/i-cuprous chloride eyisisekelo

Izinto ezisetshenziswayo: Ukuphazamiseka okuvamisile ohlangothini lokuhlinzekwa kwetshe lensimbi yethusi, iphethini yokuhlinzeka nesidingo setshe lensimbi yethusi ingase isuke ekubeni ibhalansi eqinile iye ekushodelweni, kuhlanganiswe ne-Fed ingena emjikelezweni wokunciphisa izinga kanye nokuba yasekhaya esikhathini sokufunwa okuphezulu "kaSepthemba wegolide no-Silver October", amanani ethusi kulindeleke ukuthi angene emjikelezweni okhuphukayo.

Ezingeni elikhulu, ukuphazamiseka kokuvalwa kukahulumeni wase-US, okulindeleke ukuthi kuncishiswe amanani esikhathini esizayo kanye nokuwohloka komnotho kuphinde kwaphakamisa ukukhathazeka kubatshalizimali bomhlaba wonke mayelana nesikweletu sedola laseMelika kanye nesikweletu saseMelika, esinyuse amanani entengo yensimbi. Ibanga lentengo yethusi ngeviki: 86,000-86,980 yuan ngethani.

Isixazululo se-Etching: Abanye abakhiqizi bezinto ezingavuthiwe abakhuphuka nomfula baye basheshisa inzuzo enkulu ngokucutshungulwa okujulile kwesixazululo sibe yithusi lesipontshi noma i-hydroxide yethusi. Ingxenye yokuthengiswa embonini ye-copper sulfate yehlile, futhi i-coefficient yokuthengiselana ifinyelele phezulu okusha.

Kuleli sonto, izinga lokusebenza kwabakhiqizi be-copper sulfate belingu-100% kanti izinga lokusebenzisa amandla libe ngu-45%, elisele liyisicaba uma kuqhathaniswa nesonto eledlule. I-Inventory: I-hype ekupheleni kwemayini iyaqhubeka nokushisa, futhi izimayini zethusi ezinkulu emhlabeni wonke zibhekene nobunzima bokukhiqiza - I-Teck Resources yaseCanada yehlise isibikezelo sayo sokukhiqiza emayini yaseChile ye-QB kuya ku-2028, futhi i-ICSG isinciphise isibikezelo sayo sensalela yethusi yomhlaba wonke yango-2025 ukusuka ku-289,000 kuya ku-1078 kuya ku-289,078 kuya ku-1000 kuya ku-1000,078. ukuvalwa kwemayini yethusi yase-Indonesia yase-Glasberg. Uhlu lwezinhlamvu zethusi lwe-LME lwehle lwafinyelela kumathani ayi-139,475, lwehla kakhulu kusukela ngasekupheleni kukaJulayi. Ukubuya kwesidingo emakethe ngemuva kweholide Losuku Lukazwelonke lwase-China kufake umfutho we-bullish. Amanani e-Spot copper akhuphuka kakhulu futhi ukusakazwa kwaba nomkhawulo. I-premium yahlala iphezulu. Abanikazi bamasheya babemanqikanqika ukuthengisa. I-downstream igcine ukuthenga okubalulekile. Izintengo zangempela beziqinile. Sekukonke, amanani entengo yethusi kulindeleke ukuthi aguquguquke futhi aqine ngo-Okthoba. Kulindeleke ukuthi i-copper sulfate/i-alkali yethusi iqhubeke nokuguquguquka nokukhuphuka esikhathini esifushane. Amakhasimende elulekwa ukuthi agcine ngokubheka uhlu lwawo lwamagama.

5) I-Magnesium oxide

Izinto zokusetshenziswa: I-magnesite yempahla eluhlaza izinzile.

Izintengo ze-Magnesium oxide bezizinzile kuleli sonto ngemuva kwesonto eledlule, izimboni bezisebenza ngokujwayelekile futhi ukukhiqizwa bekujwayelekile. Isikhathi sokulethwa ngokuvamile siyizinsuku ezi-3 kuye kweziyi-7. Uhulumeni uvale amandla okukhiqiza ahlehla. Ama-Kilns awakwazi ukusetshenziselwa ukukhiqiza i-magnesium oxide, futhi izindleko zokusebenzisa amalahle kaphethiloli ziyakhuphuka ebusika. Amakhasimende ayelulekwa ukuthi athenge ngokwezidingo zawo.

6) I-Magnesium sulfate

Izinto zokusetshenziswa: Okwamanje, intengo ye-sulfuric acid enyakatho izinzile.

Njengamanje, izinga lokusebenza lezitshalo ze-magnesium sulfate liyi-100%, futhi ukukhiqizwa nokulethwa kujwayelekile. Intengo ye-sulfuric acid izinzile ezingeni eliphezulu. Ngokuhambisana nokwenyuka kwentengo ye-magnesium oxide, amathuba okukhuphuka okwengeziwe angeke akhishwe. Amakhasimende elulekwa ukuthi athenge ngokuya ngezinhlelo zawo zokukhiqiza kanye nezidingo ze-inventory.

7) I-calcium iodate

Izinto ezisetshenziswayo: Imakethe ye-iodine yasekhaya izinzile njengamanje, ukunikezwa kwe-iodine ecolisisiwe engenisiwe evela eChile kuzinzile, futhi ukukhiqizwa kwabakhiqizi be-iodide kuzinzile.

Kuleli sonto, izinga lokusebenza kwabakhiqizi be-calcium iodate belingu-100%, liyafana nesonto eledlule. Ukusetshenziswa kwamandla bekungama-34%, kwehle ngo-2% kunesonto eledlule; Izingcaphuno ezivela kubakhiqizi abakhulu zahlala zizinzile. Ukuthenga nesidingo kuyalingana futhi amanani azinzile. Amakhasimende ayelulekwa ukuthi athenge ngokwesidingo ngokusekelwe ekuhleleni ukukhiqiza kanye nezidingo ze-inventory.

8) I-sodium selenite

Mayelana nezinto zokusetshenziswa: Intengo yemakethe yamanje ye-selenium engahluziwe izinzile, okubonisa ukuthi ukuncintisana kokutholakala emakethe ye-selenium engahluziwe usuya ngokuya ushuba muva nje, futhi ukuzethemba kwemakethe kuqinile. Kube nomthelela futhi ekwenyukeni okwengeziwe kwentengo ye-selenium dioxide. Njengamanje, lonke uchungechunge lokuhlinzeka ngempahla linethemba ngentengo yemakethe yesikhathi esimaphakathi neyesikhathi eside.

Kuleli sonto, abakhiqizi besampula be-sodium selenite bebesebenza ku-100%, ngokusetshenziswa kwamandla ku-36%, okusele flat uma kuqhathaniswa nesonto eledlule. Izilinganiso zabakhiqizi bezinzile kuleli sonto. Amanani ahlala ezinzile. Kodwa ukwanda okuncane akukhishwa.

Kunconywa ukuthi amaklayenti athenge ngokwesidingo ngokusekelwe kuhlu lwawo lwamagama.

9) I-Cobalt chloride

Mayelana nezinto zokusetshenziswa: Izintengo ze-cobalt zamazwe ngamazwe bezilokhu zikhuphuka ngokuqhubekayo phakathi nesikhathi samaholide akamuva. Kusukela ngedethi yokugcina yezibalo, izingcaphuno zebanga elijwayelekile ze-cobalt zazisebangeni elingu-$19.2- $19.9 ngephawundi ngayinye, izingcaphuno ze-alloy grade cobalt zazisebangeni elingu-$20.7- $22.0 ngephawundi ngalinye, i-coefficient yabahlinzeki bempahla eluhlaza abavamile yalungiswa yaba ngu-90.0% ukuze ikhuphuke izindleko zokukhiqiza zasekhaya. Imakethe ye-cobalt yamazwe ngamazwe iyashisa futhi umthamo wokuhweba uyanda. Ukwelulwa kokuvinjelwa kwezimayini eDemocratic Republic of the Congo kube kufushane kunalokho obekulindelwe, kodwa uhlelo lwe-quota olwalandela lusazofika emakethe. Ngenxa yalokho, ikusasa le-cobalt elifuywayo laqhubeka likhuphuka futhi lashaya phezulu kwakamuva ngokulandelana.

Kuleli sonto, izinga lokusebenza kwabakhiqizi be-cobalt chloride belingu-100% kanti izinga lokusebenzisa amandla libe ngu-44%, okusele kuyisicaba uma kuqhathaniswa nesonto eledlule. Abakhiqizi abakhulu bahlehlise izingcaphuno, baqinisa ukusekelwa kwezindleko ze-cobalt chloride zezinto ezingavuthiwe futhi balindele ukukhuphuka kwentengo okwengeziwe ngokuzayo.

Kunconywa ukuthi uhlangothi lwesidingo lwenze izinhlelo zokuthenga nokugcina isitokwe kusasele izinsuku eziyisikhombisa ngokusekelwe kuhlu lwamagama.

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

1. Usawoti we-cobalt: Izindleko zempahla eluhlaza: Ukuvinjelwa kokuthekelisa e-Congo (DRC) kuyaqhubeka, ngokusekelwe emakethe yamanje, izinto zokusetshenziswa ze-cobalt zasekhaya kulindeleke ukuthi zisebenze ngamandla esikhathini esizayo. Izimakethe zangaphandle eziqinile ezihlanganiswe nomuzwa we-bullish ohlangothini lokuhlinzeka, ukusekelwa kwezindleko kuqinile. Kodwa ukwamukelwa phansi komfula kunomkhawulo, izinzuzo zingase zibe mncane, futhi ukuthambekela okuphelele kuzoba ukuguquguquka okuphezulu.

2.I-downtrend isiyonke: Ivolumu yokuhweba ephezulu ye-potassium chloride yehlile, ukufika kwe-potassium chloride evela kwamanye amazwe kunyukile, i-inventory yasechwebeni iseduze namathani ayizigidi ezingu-1.9, isimo sokutholakala okunamandla kanye nesidingo esibuthakathaka sisobala, futhi kusenengozi yokwehla kwentengo eyengeziwe. Kukhona indawo yokwehlisa intengo ye-potassium carbonate.

3. Amanani e-calcium fomate aqhubekile nokwehla kuleli sonto. Izitshalo ze-formic acid eluhlaza ziqala kabusha ukukhiqizwa futhi manje zandisa ukukhiqizwa kwefekthri kwe-formic acid, okuholela ekwandeni komthamo we-formic acid kanye nokugcwala ngokweqile. Ngokuhamba kwesikhathi, amanani entengo ye-calcium fomate ayehla.

4 Izintengo ze-iodide bezizinzile kuleli sonto uma kuqhathaniswa nesonto eledlule.