Umbono wemakethe iyonke: Ukwehluka kwemakethe kuyaqhubeka. Ezingeni le-macro, intuthuko enhle ezingxoxweni zenuzi zase-US-Iran kanye nokuncipha kwedatha yokuqashwa kwe-US kuholele ekwehleni kwenkomba yedola, okwandisa okulindelwe emakethe kokwehliswa kwamanani e-Federal Reserve, okuhlinzeka ngezinto zesikhashana ezisekela izinsimbi ezingezona i-ferrous (ithusi ne-zinc).

Ushintsho lweviki neviki: Ushintsho lwenyanga nenyanga:

	Iyunithi	Isonto lesi-5 likaJulayi	Isonto 1 lika-Agasti	Ushintsho lweviki nesonto	Intengo emaphakathi ngoJulayi	Intengo emaphakathi kusukela ngomhlaka-7 Agasti	Ushintsho lwenyanga nenyanga	Intengo yamanje yango-Agasti 11
Imakethe Yezinsimbi zaseShanghai #Izinc Ingots	I-Yuan ngethani	24686	25284	↑598	24523	25284	↑761	25510
Imakethe Yezinsimbi zaseShanghai #Ithusi Elisebenzisa Ugesi	I-Yuan ngethani	105512	107340	↑1828	104393	107340	↑2947	108585
Imakethe Yezinsimbi yaseShanghai e-Australia I-Mn46% i-manganese ore	I-Yuan ngethani	43.13	43.13	↑0.32	43.13	43.13	↑0.6	43.15
Intengo ye-Iodine Ecwengisisiwe Yenhlangano Yebhizinisi	I-Yuan ngethani	635000	635000	-	635000	635000	-	635000
Imakethe Yezinsimbi zaseShanghai iCobalt Chloride (co≥24.2%)	I-Yuan ngethani	98900	96000	↓2900	101478	96000	↓5478	93000
Imakethe Yezinsimbi zaseShanghai iSelenium Dioxide	I-Yuan ngekhilogremu	120	116	↓4	120.9	116	↓4.9	115
Izinga lokusetshenziswa komthamo womkhiqizi we-titanium dioxide	%	72.76	72.71	↓0.05	72.18	72.71	↑0.53

I-Zinc sulfate

Izinto zokusetshenziswa: Amanani e-sulfuric acid ahlala eqinile

Uhlangothi lokuphakelwa: Izinga lokusebenza ku-47% (akushintshiwe), ukusetshenziswa kwamandla ku-41% (kwehle ngo-3% kusukela esikhathini esidlule), kanti amandla ahlala ephansi.

Uhlangothi lwesidingo: Isidingo sokudla kwasekhaya sithuthuke kancane njengoba amanani enyama, amaqanda, kanye nobisi ephinde akhuphuka, kuyilapho isidingo somanyolo sisasekelwa kuphela ngokuthengwa okulinganiselwe okuvela emaqenjini amakhulu kanye nomanyolo okhethekile. Ohlangothini lokuthumela ngaphandle, amazinga okuthunyelwa kwemizila yaseNingizimu Melika amise ukwehla kwawo futhi aphinde akhuphuka (+2% kuya ku-10%), kodwa abathengi abasezansi basaqhubeka nokuqaphela, belinde ukwehliswa kwesilinganiso sempahla.

Izici ezinkulu: Inkomba yedola ebuthakathaka (ngenxa yentuthuko ezingxoxweni zase-US-Iran kanye nedatha ethambile yokuqashwa kwe-US) isekele amanani e-zinc, kodwa kukhuphuka izinqolobane zomphakathi—ifinyelela ngaphezu kwamathani angu-270,000 ngesikhathi sokusetshenziswa okubuthakathaka—kunciphise inzuzo.

Umbono Wentengo: Amanani e-zinc kulindeleke ukuthi afinyelele ku-25,500 yuan/ton ngesonto elizayo (kuleli sonto: 25,284 yuan/ton). Njengoba kokubili izici zezindleko kanye nesidingo zihambisana, intengo ye-zinc sulfate monohydrate cishe izokwenyuka kunokwehla.—Kunconywa ukukhiya ngokushesha ama-oda.

Isiphakamiso: Thenga ngokwempahla yakho kanye nezidingo zakho.

I-Manganese sulfate

Izinto zokusetshenziswa: Amanani e-Manganese ore kanye ne-sulfuric acid ahlala ephezulu futhi eqinile, enikeza ukwesekwa okuqinile kwezindleko.

Uhlangothi lokuphakelwa: Izinga lokusebenza ku-94% (akushintshiwe), ukusetshenziswa kwamandla ku-72% (akushintshiwe), ama-oda abhukhiwe kuze kube sekupheleni kukaSepthemba, ukulethwa kunciphile, uhlangothi lokuphakelwa lusebenza ngokugcwele.

Uhlangothi lwesidingo: Isidingo sokuthumela kwamanye amazwe sinamandla—Abakhiqizi be-manganese sulfate bakwamanye amazwe bayaqhubeka nokuvala, bedlulisela ama-oda kubaphakeli basekhaya, kanti ukuthunyelwa kwamanye amazwe kusaqhubeka kuze kube sekupheleni kukaSepthemba. Ngaphakathi, isidingo sokudla siyakhula futhi ukuthengwa komanyolo kuzinzile ngesikhathi sokuphumula, kodwa ukwanda kokuthunyelwa kwamanye amazwe kuphela kwanele ukuqinisekisa inani elikhulu lama-oda kubakhiqizi.

Izici ezinkulu: Azikho izici eziqondile zomnotho; ikakhulukazi eziqhutshwa ukufuduswa kwamandla omhlaba wonke kanye nokugcwaliswa kabusha kwempahla engaphansi komfula.

Umbono wentengo: Izinkontileka zesikhathi eside zokuthumela ngaphandle ziqinisekisiwe, okugcina amanani esikhathi esifushane ezinzile; sincoma ukuthi amanani agcinwe kahle kusenesikhathi, sibeka phambili umthamo phakathi noSepthemba.

I-ferrous sulfate

Izinto zokusetshenziswa: Sekukonke, amanani ezinto zokusetshenziswa ahlala eqinile, ngaphandle kokudala ingcindezi eyengeziwe.

Uhlangothi lokuphakelwa: Abakhiqizi banciphise kakhulu umkhiqizo waba sezingeni eliphansi kakhulu lonyaka, bamisa ukwehla kwentengo kwezinsuku ezine zilandelana.

Uhlangothi lwesidingo: Imboni yokudla engezansi isalokhu ingasebenzi, lapho ukuthengwa nokuthengwa okubuthakathaka kuqhutshwa kakhulu yizidingo ezibalulekile.

Izici ezinkulu: Akukho mthelela oqondile kwezomnotho.

Umbono wentengo: Ukugaya impahla kuzothatha isikhathi, ngakho-ke amanani kulindeleke ukuthi ahlale eqinile esikhathini esifushane ngaphandle kokukhuphuka okunganele. Sincoma ukuthi labo abanempahla eyanele balinde futhi baqaphele, kuyilapho abathengi ababalulekile kufanele bathenge ngokwezidingo zabo.

I-sulfate yethusi/i-chloride yethusi eyisisekelo

Izinto zokusetshenziswa: Ukunikezwa kwesixazululo sokusika kuncane, kanti okuningi kuqondiswe emikhiqizweni ephakathi njengethusi lesiponji, okunciphisa isilinganiso esisetshenziselwa i-sulfate yethusi.

Uhlangothi lokuhlinzeka:Izinga lokusebenza ku-100% (alishintshiwe), ukusetshenziswa kwamandla ku-42% (alishintshiwe), kanye nokuguquguquka okukhulu

Izici:①Intuthuko ezingxoxweni zase-US-Iran + idatha ebuthakathaka ye-ADP yase-US kanye nedatha yomholo engeyona eyezolimo→ukwehla kwenkomba yedola→okulindelwe okukhulayo kokwehliswa kwamanani→Amanani ethusi akhuphuka (akhuphuke ngo-1,828 yuan/ton ngesonto). Ngesonto elizayo, gxila kudatha ye-US CPI/PPI; uma ukukhuphuka kwamandla emali kuncipha kakhulu, kuzoqhubeka nokuzuzisa izinsimbi.

1) Intengo yamanje

3) Umbono wezindlela zesikhathi esizayo:

Idatha yomholo we-US okungeyona eyepulazi ifike ibuthakathaka kunalokho obekulindelwe, kunciphisa ukuphuthuma kokuqina kwesikhathi esifushane yi-Federal Reserve kanye nokwehlisa izindleko zokuthwala izinsimbi ezibizwa ngamadola. Kodwa-ke, ukuguquguquka okuqhubekayo eMpumalanga Ephakathi kanye nokulindela okuqhubekayo kokunyuka kwamanani kuyaqhubeka nokufaka ingcindezi kwezomnotho. Ngasohlangothini lwezimboni, umuzwa uphenduke waba mubi ngenxa yokuqalisa kabusha kwe-Indonesia ukukhiqizwa, kodwa izinqolobane zomphakathi eziphansi zasekhaya, ukwehla okukhulu kwamasheya e-LME, kanye nesidingo esinamandla sase-US kunikeza ukwesekwa okuyinhloko. Amanani aphezulu ethusi abangele impendulo engemihle, okuholele emsebenzini wokuhweba obuthakathaka, okubangela ukulungiswa kwesikhashana esifushane emazingeni aphezulu. Esikhathini esiphakathi kuya kweside, umqondo oyisisekelo wezikhala zokunikezwa eziqinile ezivela ekumbeni kanye nesidingo esisha esikhulayo awushintshi,ukulondolozaumkhuba wokukhula jikelele. Ithusi okwamanje liyinsimbi ephilile kakhulu emkhakheni ongeyona insimbi. Ngasohlangothini lokuhlinzeka, izimali zokucubungula ukugxila kwethusi emhlabeni wonke zehle zaya ezingeni lazo eliphansi kakhulu kusukela ngo-2021, kanye nempahla egciniwe.amazinga ngaphandle kwe-US okunikeza ukwesekwa okunamandla kwamanani. Isidingo sibonisa ukwehluka kwesakhiwo: imikhakha yendabuko efana nezindlu nemishini yasekhaya ibhekene nokudonswa ubuthakathaka besizini kanye namazinga okushisa aphezulu, okubangela ukwehla okukhulu kwentengo ephansi komfula.amazinga okusebenza. Okwamanje, izindawo ezikhula kakhulu okuhlanganisa amandla okubala e-AI, amandla amasha, kanye nokutshalwa kwezimali kwegridi kuye kwanciphisa lokhu kwehla futhi kwadala ukukhula kwesidingo esiphelele..Kulindeleke amanani ethusito hlala uqonde ebangeniemazingeni aphezulu.

Umbono Wentengo: Amanani e-Copper sulfate cishe azoshintshashintsha ngokuhambisana namanani emakethe e-copper, kodwa ukwanda kwangempela kuzoncika ekuhlanganisweni kwezici okuhlanganisa ukuhlinzekwa kwezinto zokusetshenziswa (ukugeleza kwesisombululo sokusika), izindleko zizonke zabakhiqizi, kanye nezinhloso zokuthenga ezingezansi.

Isiphakamiso: Hlela ukuthenga ngendlela eguquguqukayo ngokusekelwe esivinini sokukhiqiza kanye namazinga esitokwe.

I-Magnesium sulfate/i-magnesium oxide

Ngokuphathelene nezinto zokusetshenziswa: ukuhlinzekwa kwe-magnesium oxide yezinga lokuphakelwa kuqinisiwe ngenxa yemithethonqubo yemvelo ku-magnesite, okubangele ukuthi amanani aguquke emazingeni aphezulu; i-magnesium sulfate yezinga lokuphakelwa isekelwa yizindleko zesibabule kusukela phansi. Njengoba isidingo esikhulu ngesikhathi sokuzalanisa sinikeza izindleko zamandla kanye nezinto zokusetshenziswa ezisalokhu ziphakeme, izimo zemakethe zesikhathi esifushane kulindeleke ukuthi zihlale ziqinile ngokuguquguquka okumaphakathi. Amanani cishe azokhuphuka kalula kunokwehla maduze nje, ngakho-ke sincoma ukugcwalisa kabusha isitoko ngamaqoqo ngokwezidingo zangempela.

I-calcium iodide

Imakethe ye-iodine ihweba ngobuthakathaka emazingeni aphezulu, isekelwa amanani aqinile ezinto zokusetshenziswa ze-iodine ehlungiwe ahlinzeka ngesisekelo sezindleko, ngokunikezwa okwanele. Abathengi bokuphakelayo abaphansi bagcwalisa ama-oda amancane kuphela ngokusekelwe ezidingweni ezisheshayo, okuholela emsebenzini wokuhweba ohamba kancane. Amanani kulindeleke ukuthi ahlale ebuthakathaka kancane esikhathini esifushane. Abathengi kufanele baphinde bagcwalise njengoba kudingeka.

I-selenite ye-sodium

Njengomkhiqizo ophumayo wokuncibilikisa ithusi, i-selenium engahluziwe iyaqhubeka nokukhishwa emakethe, kodwa ngenxa yokuntuleka kokuthengwa okugxilile, amanani ahlala encike ebangeni. Imakethe ye-selenium dioxide ihamba kanye ne-selenium engahluziwe, kuyilapho isidingo esivela emkhakheni wezinsimbi sisalokhu sibuthakathaka, singenawo amandla aphezulu. I-Sodium selenite ibone ukwehla kwamanani okuqhubekayo muva nje ngenxa yezindleko zokukhiqiza eziphansi. Abakhiqizi be-premix abaphansi bathenga kakhulu njengoba kudingeka, ngaphandle kokugcinwa okuphawulekayo okubonwe. Esikhathini esifushane, uchungechunge lokuhlinzeka alunazo izinto ezinhle ezikhuthazayo, futhi imizwa iyonke ihlala iqaphile. Abathengi basebenzisa indlela yokulinda nokubona, bathenga ngokwesidingo.

I-Cobalt chloride

Kuleli sonto, imakethe kasawoti we-cobalt ibone umsebenzi wokuhweba ohamba kancane phakathi kokungezwani phakathi kwabadlali abaphezulu nabaphansi. Abancibilikisi abayinhloko bagcine izingcaphuno eziphezulu ezisekelwa yizindleko zezinto zokusetshenziswa, kuyilapho abahlinzeki abaphinde basetshenziswa bebonise amanani ahlukene—eminye imithombo yehla kakhulu ngentengo, okwaholela ekuthengiselaneni okuphansi. Isidingo esiphansi sahlala sibuthakathaka iyonke, kanti izinhloso zokuthenga ziyaqhubeka nokuba buthaka. Amanani esikhashana asabhekene nengcindezi ephansi, futhi ukuzinza kwemakethe kanye nokululama kuzoncika ekukhishweni kwesidingo sokuphinda kufakwe kabusha esigxile emikhakheni engezansi. Sincoma ukuthenga ngokwezidingo zangempela.

I-potassium chloride/potassium carbonate/calcium formate/iodide

1. I-Potassium chloride: Izitokwe zamanje zechweba zikhuphuke zafinyelela cishe kumathani ayizigidi ezingu-3.3, zidlula kakhulu isikhathi esifanayo ngonyaka odlule. Njengoba isidingo sikamanyolo wasekwindla singakabonakali ngokugcwele, ingcindezi yemakethe iyaqhubeka futhi amanani okuthengiselana angempela ayaqhubeka nokwehla. Izici ze-geopolitical, okuhlanganisa izingxabano eziqhubekayo e-Ukraine naseRussia kanye nezingozi zokuthunyelwa kwezimpahla eStrait of Hormuz, zinciphisa ukwehla okwengeziwe. Esikhathini esifushane, amanani kulindeleke ukuthi ahlale ebuthakathaka futhi eguquguqukayo. Qaphela izimpawu zomsebenzi wokuthengwa kukamanyolo wasekwindla maphakathi no-Agasti; uma isidingo sesiqalile, ukululama kungenzeka, yize ukubuya kabusha okukhulu kungenzeki. Ukunikezwa kufanele kugcwaliswe kabusha ngokwezidingo zangempela.

2. Amanani e-formic acid anciphile phakathi nokwehla kwesidingo sesizini, lapho abathengi abaphansi begcwalisa amasheya abalulekile kuphela, okuholele ekuthengisweni okulinganiselwe emakethe. Isidingo sokudla esibuthakathaka sinciphise amanani e-calcium formate, futhi imakethe cishe izohlala ilinganiselwe esikhathini esifushane. Kunconywa ukuphatha ngokucophelela isitokwe ngokusekelwe esidingweni sangempela.

3. Amanani e-iodine ahlale eqinile kuleli sonto uma kuqhathaniswa nawangesonto eledlule.