Ukugqama Kwemakethe Konke

Umkhuba ojwayelekile:Ukuhlukana kwemakethe kuyaqhubeka, kanti izisekelo zohlangothi ngalunye zihola imakethe. Ama-oda e-manganese sulfate maningi futhi amanani aqinile; Izindleko zikasawoti we-zinc zisekela ukuhlukana kokuhlinzekwa, phansi kuqinile; Ama-diluent angaphansi kwengcindezi njengoba kokubili ukuhlinzekwa kanye nesidingo kubuthakathaka.

Ukugxila kwesonto elizayo: Ngasohlangothini olukhulu, qaphela izinkulumo zekomidi lokuvota le-FOMC le-Federal Reserve kanye nedatha yasekhaya ye-LPR kaJulayi ukuze kunqunywe indlela yokushintshashintsha kwamanani ezinsimbi ezifana nethusi ne-zinc; Ezingeni lemboni, qaphela ukulethwa kwama-oda avela kubakhiqizi be-manganese sulfate monohydrate (okuhlobene nokuthi ama-oda angavalwa ngesikhathi); Ukusimama kokunciphisa ukukhiqizwa kwabakhiqizi bakasawoti we-zinc (ukunquma amandla okusekelwa okuphansi); Umkhuba wentengo yezinto zokusetshenziswa ezincibilikisiwe (ukunquma ukuthi kusenendawo yini yokuthi zehle).

Ukuhlaziywa kwezinsimbi ezingezona i-ferrous

Isonto nesonto: Inyanga nenyanga:

	Amayunithi	Isonto lesi-2 likaJulayi	Isonto lesi-3 likaJulayi	Izinguquko zeviki nesonto	Intengo emaphakathi ngoJuni	Intengo emaphakathi kusukela ngomhlaka-17 Julayi	Izinguquko zenyanga nenyanga	Intengo yamanje ngomhlaka-14 Julayi
Imakethe Yezinsimbi zaseShanghai # Izingcezu Zezinki	I-Yuan/ithani	24537	24568	↑31	24435	24480	↑45	24325
Inethiwekhi Yezinsimbi zaseShanghai # Ithusi le-Electrolytic	I-Yuan/ithani	103236	104320	↑1084	104191	103487	↓704	105285
I-Shanghai Metals AustraliaMn46% i-manganese ore	I-Yuan/ithani	43.45	43.31	↑0.08	45.65	43.15	↑0.5	43.15
Intengo ye-iodine ecolisisiwe engeniswe yi-Business Society	I-Yuan/ithani	635000	635000	-	635000	635000	-	635000
Imakethe Yezinsimbi zaseShanghai iCobalt Chloride (co≥24.2%)	I-Yuan/ithani	103000	102000	↓1000	109940	102827	↓7113	101000
Imakethe Yezinsimbi zaseShanghai iSelenium Dioxide	I-Yuan/ikhilogremu	121	120	↓1	164.9	121.54	↓43.36	120
Izinga lokusetshenziswa kwamandla kwabakhiqizi be-titanium dioxide	%	71.91	71.53	↓0.38	74.46	71.81	↓2.65

I-Zinc sulfate

Uhlangothi lwezinto ezingavuthiwe: Ubuningi obukhulu be-zinc hypooxide, ukunikezwa okuqinile, i-transaction coefficient ephezulu; Amanani e-sulfuric acid ayahlukahluka ngokwesifunda. Ukusekelwa kwezindleko sekukonke kunamandla.

Uhlangothi lokuhlinzeka: Izinga lokusebenza lingu-63% (uma liqhathaniswa no-↑5%), izinga lokusetshenziswa kwamandla lingu-55% (↑15%), ukutholakala kwemakethe kuhlala kusezingeni eliphansi unyaka wonke.

Isidingo: Ukuthengwa kwezimboni zokudla zasekhaya uma kudingeka, futhi umanyolo weqembu kanye nowochwepheshe kuphela ohlinzeka ngokusekelwa okuncane; Ngasohlangothini lokuthumela kwamanye amazwe, amazinga okuthutha olwandle emzileni waseNingizimu Melika ehle ngo-17-19%, kodwa izindleko eziphelele zisephezulu ngo-76-107% kunesikhathi esijwayelekile, futhi amakhasimende alinde futhi abheke ukwehla okwengeziwe kwamanani okuthutha. Izici zokusetshenziswa ngaphandle kwesizini zisobala.

Izici ezinkulu: Ukwanda kwengxabano ye-geopolitical phakathi kwe-US ne-Iran kanye nokuhlehliswa kokulindela kokwenyuka kwamanani e-Fed kukhulisa umuzwa wemakethe kanye namanani enzuzo e-zinc; Kodwa imali yokucubungula i-zinc concentrate yehle yaya ku--750 yuan ngethani legolide (okuyirekhodi eliphansi), ukulahlekelwa kokuncibilikisa kwanda, ukugcinwa kwemboni kanye nokulawulwa kokukhiqiza kwanda, kanti uhlangothi lwezinto zokusetshenziswa lusekelwa kakhulu.
Isibikezelo sentengo:Ngenxa yemizwa emikhulu, amanani e-zinc kulindeleke ukuthi abe cishe yi-24,590 yuan ngethani ngesonto elizayo, kusukela kuleli sonto. I-zinc sulfate monohydrate ithole ikhefu futhi kulindeleke ukuthi ihlale izinzile, kodwa ayinawo amandla okukhuphuka.

Iseluleko: Thenga njengoba kudingeka ngokusekelwe esitokweni sakho.

I-Manganese sulfate

Uhlangothi lwezinto ezingavuthiwe: Amanani aphezulu naqinile e-manganese ore kanye ne-sulfuric acid akha intengo ephansi eqinile. Imbewu ye-Qinzhou Port Gabon Mn41% manganese ore ikhuphuke kancane ngo-0.08 yuan ngethani yaya ku-38.00 yuan ngethani isonto nesonto, kanti intengo yenyanga nayo ikhuphukile.

Uhlangothi lokuhlinzeka: Izinga lokusebenza lingu-94% (inyanga nenyanga ↑13%), izinga lokusetshenziswa kwamandla angu-72% (↑10%), izinga lokusebenza liphezulu kakhulu; Ama-oda ahlelelwe kuze kube maphakathi noSepthemba (izinsuku ezingu-55-60), futhi abakhiqizi bamatasa ngokulethwa.

Uhlangothi lwesidingo:Abakhiqizi be-manganese sulfate bakwamanye amazwe bayaqhubeka nokumisa ukukhiqizwa, ama-oda okuthumela kwamanye amazwe aya eShayina, ukuthunyelwa kwamanye amazwe kuyachuma; Imikhiqizo yendabuko efana nokudla okuphakelayo kanye nomanyolo isesikhathini esingesona esonyaka, igcina ukuthengwa okufunwayo. Ukwanda kokuthunyelwa kwamanye amazwe kubusa isidingo.

Izici ezinkulu: Amathuba esakhiwo alethwe izinguquko kuphethini yokuphakelwa kwe-manganese yomhlaba wonke (ukuvalwa kwamanye amazwe), umthelela wezinto ezinkulu awuqondile kangako.

Isibikezelo sentengo: Izindleko eziqinile + ama-oda aphelele okuthumela kwamanye amazwe, amanani ahlala eqinile futhi eqinile. Iseluleko sokuhweba: Vala ama-oda ngesikhathi esifanele bese ugcwalisa isitokwe.

I-ferrous sulfate

Impahla eluhlazauhlangothi: Amanani ezinto zokusetshenziswa ze-ferrous heptahydrate ehlile kwezinye izindawo, okwenza kube buthaka ukwesekwa kwezindleko

Uhlangothi lokuhlinzeka: Ama-oda avela kubakhiqizi anciphile kakhulu, ingcindezi yempahla ikhuphukile, futhi izingcaphuno ezivela kubakhiqizi zehlile futhi. Isidingo sisalokhu sihamba kancane ngaphandle kophawu lokuthuthuka, futhi iphethini yokuhlinzeka kanye nesidingo cishe ngeke ibuyele emuva esikhathini esifushane.

Uhlangothi lwesidingo: Ukuthenga okuphansi uma kudingeka, akukho ukwanda okukhulu kwesidingo.

Izici ezinkulu: Akukho mthelela omkhulu oqondile.

Isibikezelo sentengo: Amazinga aphezulu esitokweni cishe awashintshi esikhathini esifushane, amaphethini okuphakelwa kanye nesidingo cishe awaphinde abuyele emuva, amathuba okwehla okuqhubekayo awakhishwa ngaphandle, izisekelo ezibuthakathaka kakhulu.

I-sulfate yethusi/i-chloride yethusi eyisisekelo

Ukuphela kwezinto ezingavuthiwe:Ukunikezwa okuqinile kwesisombululo sokusika, okugeleza kakhulu emikhiqizweni ephakathi njengethusi lesiponji, isabelo esisetshenziselwa i-sulfate yethusi siyancipha.

Uhlangothi lokuhlinzeka:Izinga lokusebenza 100% (isicaba), izinga lokusetshenziswa komthamo 42% (isicaba), ukuguquguquka okukhulu

Izici:Ukwehluleka kwesivumelwano sokumiswa kwempahla phakathi kwe-US ne-Iran kwakhuphula amanani kawoyela futhi kwakhulisa ukukhathazeka ngokukhuphuka kwamanani entengo, imakethe yethusi yagcina ibhalansi eqinile nempahla ephansi, futhi ukusetshenziswa kwakunzima ukukhuphula ngesikhathi sokuphumula phakathi kokukhathazeka ngokufunwa okukhulayo. Iphuzu elikhulu lokungqubuzana emakethe yethusi okwamanje lisekulindelweni kwentela okubangelwe uphenyo lweSigaba 232 sase-US. Naphezu kokungabikho kwentela yethusi elicwengisisiwe, umuzwa wemakethe uholele ekwehlukeni okukhulu kwesakhiwo ezinqolobaneni zomhlaba wonke. Lo "mphumela we-siphon" awuzange nje wandise igebe lentengo kuzo zonke izimakethe kodwa futhi waholela ekushodeni okufihliwe ezimakethe ezingezona zase-US. Ukuqaliswa kwenqubomgomo yentela yokusetshenziswa kwebhethri yasekhaya kuhlinzeke ngokusekelwa kwesakhiwo kwesidingo sethusi sesikhathi eside, kuyilapho ukwehla okuqhubekayo kwe-TC kanye nokunciphisa okusheshayo kwempahla kuye kwakha umugqa oqinile wamanani ethusi. Kodwa-ke, okulindelwe yi-Federal Reserve kanye nokuphazamiseka okuvamile kwengxabano yezepolitiki yaseMpumalanga Ephakathi kusalokhu kuyingxenye yokucindezelwa kwezinga elikhulu. Amanani ethusi kulindeleke ukuthi ahlale eguquguqukayo.

3) Umbono wezindlela zesikhathi esizayo:

Isibikezelo sentengo:Uhla oluyinhloko lwamanani ethusi ngesonto elizayo kulindeleke ukuthi lube yi-yuan engu-104,000-105,000 ngethani (kusukela kuleli sonto). Intengo ye-sulfate yethusi cishe izoshintshashintsha ngokwentengo yenethiwekhi yethusi, kodwa ukwenyuka kuvinjelwe ukuphambukiswa kwezinto zokusetshenziswa, izindleko ezihlanganisiwe kanye nezinhloso zokuthenga izinto ezingezansi. Kulandele okufanayo kuleli sonto, kubonisa ukuqina okuqinile.

Isiphakamiso: Thenga ngendlela eguquguqukayo nenamathuba ngokusekelwe ku-rhythm yokukhiqiza kanye ne-inventory.

1) Intengo yamanje

2) Umkhuba wentengo yethusi eminyakeni emihlanu edlule (2021-2026): Isifinyezo somkhuba weminyaka emihlanu: Ukukhuphuka - ukuhoxa - uhlangothi - ukugqashuka futhi - Ukuhlanganiswa okuphezulu. Okwamanje kusezingeni eliphezulu cishe eminyakeni emihlanu.

I-Magnesium sulfate/i-magnesium oxide

Ngokuphathelene nezinto zokusetshenziswa: Intengo ye-magnesium oxide ibilokhu izinzile muva nje. Ukuvinjelwa kokuvikelwa kwemvelo kuncishisiwe kancane, futhi intengo ye-magnesium oxide ingase yehle njengoba ezinye izimboni ezincane ziqala kabusha ukukhiqizwa. Amanani esibabule aqhubeke nokukhuphuka, amanani e-sulfuric acid ahlale ephezulu, i-magnesium sulfate ibilokhu ihlanganiswa ezingeni eliphezulu, kanti i-magnesium monohydrate ikhuphuke kancane. Isizini ephezulu yokufuywa kwezinhlanzi yehle kakhulu, izindleko zezinto zokusetshenziswa nezamandla ziphezulu, imakethe yesikhashana inamandla futhi iyashintshashintsha, futhi kungenzeka ukuthi ikhuphuke kunokwehla emakethe yesikhathi esizayo. Kunconywa ukugcwalisa amasheya ngamaqoqo njengoba kudingeka.

I-calcium iodide

Imakethe ye-iodine isezingeni eliphezulu kodwa ibuthakathaka. I-iodine ehlungiwe ngezinto zokusetshenziswa iqinile, inikeza ukwesekwa kwezindleko. Abakhiqizi basebenza kahle futhi banokutholakala okwanele. Ukudla okuphakelayo okuphansi kugcwaliswa kuphela ngama-oda amancane esidingo esibalulekile, ukuhweba kulula, amanani esikhashana abuthakathaka kancane. Phinda ukhiqize njengoba kudingeka.

I-selenite ye-sodium

I-selenium engahluziwe iyashintshashintsha ngezinga eliphansi, ngokutholakala okuningi kwemikhiqizo evela ekuncibilikiseni nasekuhwebeni okulula; I-Selenium dioxide ibuthakathaka kanye nezinto zokusetshenziswa. I-sodium selenite esezingeni lokuphakelwa iqinisa amanani ngokusekelwe esidingweni esinamandla esivela ekufuyweni kwezinhlanzi, kanye nezindleko eziphezulu njengokusekelwa. Imakethe iyonke ilindile, futhi umkhuba wesikhashana wobubanzi obuncane bokuzinza okubuthakathaka uyaqhubeka. Thenga ngokufunwa.

I-Cobalt chloride

I-Cobalt chloride, i-cobalt oxide, ukuhlanganiswa kwe-lithium cobalt oxide okuvumelanayo. I-Cobalt chloride yayeka ukwehla futhi yazama ukuphakamisa amanani, kodwa ukuhweba kwakuhamba kancane; i-Cobalt tetroxide ihlangana nesidingo esibuthakathaka; i-Lithium cobalt oxide yacindezelwa, ukwenyuka kwe-lithium carbonate akuzange kubangele izingcaphuno, futhi intengo iyonke yahlala izinzile. Thenga ngokufunwa.

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

1. I-Potassium chloride: I-cobalt ye-electrolytic ishintshe kakhulu ngesonto eledlule, i-cobalt ephakathi kanye ne-cobalt sulfate zibuthakathaka ngasikhathi sinye. Ukunikezwa kanye nesidingo sikasawoti we-cobalt kuhlukaniswe. Izimboni eziyinhloko zibambe amanani, imithombo ephinde yasetshenziswa ifinyelele emakethe ngamanani aphansi, ukuzimisela kokugcina izinto phansi kuphansi, umjikelezo wokugcwalisa kabusha uyabambezeleka, futhi akukho ukubuyiselwa kwesikhathi esifushane. Kunconywa ukuthenga ngokwesidingo.

2. I-acid ye-formic yasekhaya ikhuphuke njalo ezinsukwini eziyishumi zokuqala zikaJulayi ngaphambi kokuzinza, amanani entengo ephakeme kakhulu kunasekuqaleni kwenyanga. Ukuthuthuka kwangaphambilini kokuthunyelwa kwaletha izinqolobane emuva ebangeni elifanele, okusekela phansi kwemakethe; Kodwa ukusetshenziswa kwempahla engezansi kubuthakathaka ngesikhathi sokuphumula futhi akunamandla okukhuphuka, ngakho imakethe izoqhubeka nokushintshashintsha eceleni esikhathini esifushane. Kunconywa ukuthi uqaphele ngokuqongelela impahla ngokusekelwe ekufuneni.

3. Amanani e-iodide ahlale eqinile kuleli sonto uma kuqhathaniswa nesonto eledlule.

Isiphetho Sabathengi Abangezela Ukudla

I-Manganese sulfate – okubaluleke kakhulu ekuqinisekiseni ama-oda ngenxa yokuntuleka kokunikezwa.
I-Zinc sulfate - thenga uma kudingeka, akukho ukujaha okuphuthumayo.
I-Copper sulfate – ukuthengwa okuvulelekile okuhambisana nokukhiqizwa.
I-ferrous sulfate - qaphela, gwema ukunqwabelana okukhulu.
I-Magnesium, i-iodine, i-selenium, i-cobalt - gcina ukuthenga njalo uma kudingeka.

Hlala ubukele izibuyekezo zesonto elizayo njengoba silandelela ama-macro cues futhi si-oda inqubekela phambili yokulethwa.