Ukugqama Kwemakethe Konke

Umkhuba ojwayelekile: Isici esiyinhloko semakethe kuleli sonto ukuthi "okukhulu kunika izimboni indawo, ukuhlinzeka kanye nesidingo kunquma ukuphakama nokwehla." Esikhundleni sokugcwala imakethe ngazo zonke izinzuzo nokulahlekelwa okufanayo, uhlobo ngalunye luhamba ngokuzimela ngokusekelwe ekungqubuzaneni okuku-supply chain yalo, okuveza iphethini iyonke "yodwa eqinile, umehluko omibili, ubuthakathaka obuthathu":

"Eyodwa enamandla iphakama yodwa (indlela yokuthumela ngaphandle): I-Manganese sulfate monohydrate uhlobo olunamandla kakhulu kuleli sonto. Amandla amakhulu ashukumisayo avela ekukhuleni kwama-oda okuthumela ngaphandle ngenxa yegebe lokunikezwa kwamanye amazwe (ukumiswa kokukhiqiza ezimbonini zakwamanye amazwe), kanti ukukhiqizwa kuhlelelwe kuze kube maphakathi noSepthemba, kanti isidingo sasekhaya esingaphandle kwesizini asizange sibe nomthelela omkhulu kukho.

Ukuhlukana kwangaphakathi "kosawoti we-zinc" (ukusekelwa kwezindleko vs ingcindezi yempahla): Zombili ziyingxenye yeketanga lokuhlinzeka nge-zinc, kodwa lo mkhuba uyahlukahluka ngenxa yemizamo ehlukene yokulawula ukukhiqiza. I-monohydrate zinc kanye ne-active zinc ziyazuza ekunciphiseni okujulile okusebenzayo ekukhiqizeni kanye nezindleko eziphezulu ze-zinc oxide yesibili, ngokunikezwa okuqinile kanye namanani aqinile; Ngenkathi ukukhiqizwa kwe-heptahydrate nakho kulawulwa, kwakunzima ukulungisa ingcindezi ephezulu yempahla, kuhlanganiswe nesidingo esibuthakathaka semicu yamakhemikhali kanye nokucutshungulwa kwamaminerali, futhi intengo yayingaphansi kwengcindezi yokwehla.

"Izinhlobo ezincane" ngokuvamile zibuthakathaka (ukwehla kwezindleko + ukuncipha kwesidingo): Izinhlobo ezifana ne-ferrous sulfate kanye ne-sodium selenite zisesimweni "sokubulala kabili", lapho izinto zokusetshenziswa zehla futhi isidingo sibuthakathaka, amanani ayaqhubeka nokwehla; I-calcium iodate kanye ne-cobalt chloride zisesimweni sokulingana okubuthakathaka ngenxa yokunikezwa kanye nesidingo esibuthakathaka.
Ukugxila kwesonto elizayo: Ukuguquguquka kwe-macro kwamasonto onke kuzokwanda, futhi ithusi, i-zinc kanye ne-copper sulfate kuzoba yizinto zokuqala ezithintekayo uma i-macro i-bearish (i-hawkish/i-dollar eqinile), kuyilapho i-manganese sulfate monohydrate izohlala iqinile ngenxa ye-logic yokuthumela ngaphandle ezimele; Uma i-macro i-positive (i-dovish/i-dollar ebuthakathaka), ukwesekwa okuphansi kosawoti we-zinc kuzoba namandla.

Mina,Ukuhlaziywa kwezinsimbi ezingezona i-ferrous

Isonto nesonto: Inyanga nenyanga:

	Amayunithi	Isonto lesi-3 likaJulayi	Isonto lesi-4 likaJulayi	Izinguquko zeviki nesonto	Intengo emaphakathi ngoJuni	Intengo emaphakathi kusukela ngomhlaka-24 Julayi	Izinguquko zenyanga nenyanga
Imakethe Yezinsimbi zaseShanghai # Izinki Ezingcolisiwe	I-Yuan/ithani	24568	24474	↓94	24435	24478	↑43
Inethiwekhi Yezinsimbi zaseShanghai # Ithusi le-Electrolytic	I-Yuan/ithani	104320	105629	↑1309	104191	104082	↓109
I-Shanghai Metals Network AustraliaMn46% i-manganese ore	I-Yuan/ithani	43.31	43.13	↓0.2	45.65	43.13	↑0.49
Intengo ye-iodine ecolisisiwe engeniswe yi-Business Society	I-Yuan/ithani	635000	635000	-	635000	635000	-
Imakethe Yezinsimbi zaseShanghai iCobalt Chloride (co≥24.2%	I-Yuan/ithani	102000	100550	↓1450	109940	102194	↓7746
Imakethe Yezinsimbi zaseShanghai iSelenium Dioxide	I-Yuan/ikhilogremu	120	120	-	164.9	121.11	↓43.79
Izinga lokusetshenziswa kwamandla kwabakhiqizi be-titanium dioxide	%	71.53	72.69	↑1.16	74.46	72.03	↓2.43

I-Zinc sulfate

Uhlangothi lwezinto ezingavuthiweAmanani e-asidi ye-sulfuric ahlala eqinile

Uhlangothi lokuhlinzeka: Ukuncipha kokukhiqiza kukhule kakhulu, izinga lokusebenza lehle laya ku-42% (phansi ngo-21% inyanga nenyanga), izinga lokusetshenziswa kwamandla lalingu-41% kuphela (↓14%), okuyizinga eliphansi kakhulu lonyaka, ukuphakelwa kuncishiswe kakhulu.

Ngasohlangothini lwesidingo: Ukuthengwa kokudla kwasekhaya kwenziwa uma kudingeka, futhi umanyolo usekelwa inani elincane kuphela elivela eqenjini kanye nomanyolo okhethekile; Ngasohlangothini lokuthumela ngaphandle, amazinga okuthutha eNingizimu Melika ehlile kodwa izindleko eziphelele zisalokhu ziphezulu, kanti ezansi zilinde ukwehliswa kwentengo okwengeziwe.

Izici ezinkulu: Izitolimende zomphakathi zama-ingot e-zinc zenyuke zafika kumathani angu-270,400, okwenza ukunciphisa isitolimende kube nzima; Ukusetshenziswa kwezindlu nengqalasizinda okubuthakathaka; Kodwa izimali zokucubungula i-zinc concentrate zahlala zizinzile ku--750 yuan ngethani legolide, futhi ukulahlekelwa kokuncibilikisa kwandisa amanani e-zinc.

Isibikezelo sentengo: Amanani e-zinc kulindeleke ukuthi abe yi-yuan engu-24,430 ngethani ngesonto elizayo (ehle kusukela kuleli sonto), kodwa amanani e-zinc e-monohydrate azohlala eqinile futhi eqinile ngenxa yokwenyuka kokunciphisa umkhiqizo kanye nokuqina kwezindleko. Kunconywa ukuthi uthenge uma kudingeka.

Isiphakamiso: Thenga njengoba kudingeka ngokusekelwe esitokweni sakho.

I-Manganese sulfate

Ngasohlangothini lwezinto zokusetshenziswa: amanani e-manganese ore kanye ne-sulfuric acid aphezulu futhi aqinile, futhi izindleko eziphansi ziqinile.

Ukunikezwa: Izinga lokusebenza 94% (ifulethi), izinga lokusetshenziswa komthamo 72% (ifulethi), ama-oda ahlelelwe kuze kube maphakathi noSepthemba (izinsuku ezingu-55-60), ukunikezwa kuncane

Isidingo: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: Azikho izici eziqondile ezingezinhle, ukwehla kwamanani okuthutha impahla kuyazuzisa ukuthunyelwa kwamanye amazwe.

Isibikezelo sentengo: Izinzile futhi iqinile, amanani aqinile. Kunconywa ukuthi utshele ngesheduli yokukhiqiza kusenesikhathi bese ubeka ama-oda ngesikhathi sokulethwa ukuqinisekisa isikhathi sokulethwa.

I-ferrous sulfate

Uhlangothi lwezinto ezingavuthiwe: Akukho ukwesekwa okusobala ohlangothini lwezindleko.

Uhlangothi lokuhlinzeka: Izinga lokusebenza 67% (eliphansi), izinga lokusetshenziswa komthamo 27% (eliphansi), ukusilela okukhulu kwesitoko.

Isidingo: Ukuthenga okuphansi uma kudingeka, akukho ukwanda okukhulu kwesidingo.

Izici ezinkulu: Akukho mthelela omkhulu oqondile.

Isibikezelo sentengo: Amazinga aphezulu esitokweni cishe awashintshi esikhathini esifushane, amaphethini okunikezwayo 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: IUkumiswa kokuhwebelana phakathi kwe-US ne-Iran kuholele ekwehleni okukhulu kwamanani kawoyela, kanti ingcindezi yokwehla kwamandla emali kanye nokwenyuka kwezinga lenzalo kuye kwehla kancane. Ubuthakathaka bedola laseMelika bube nenzuzo emananini ethusi. Ukuphazamiseka ekugcineni kwezimayini kuye kwanda noma kwehla ngasikhathi sinye. Inani eliphansi lethusi eLondon kanye nokwehla okusha kwezimali ezigciniwe zomphakathi zasekhaya kunikeza ukwesekwa. Kodwa-ke, amanani aphezulu ethusi acindezele isidingo esibalulekile esingezansi, kanti ukukhanselwa okuyingxenye kwamarisidi ezitolo zokugcina ithusi eLondon kwandisa ukutholakala okutholakalayo. Phakathi komkhakha wezinsimbi ezingenayo insimbi, ithusi linezisekelo eziqine kakhulu. Naphezu kokupholisa kwesimo se-US-Iran, umqondo ophakeme wamanani ethusi awuzange unyakaziswe. Ngakolunye uhlangothi, amanani entengo ethusi angaxazululwanga ase-US awekho ashukumise abahwebi bomhlaba wonke ukuthi basebenzise isikhathi sokuthumela ithusi e-US, futhi lo "mphumela we-siphon" uholele emananini aqinile kakhulu ezindaweni ezingezona zase-US, ikakhulukazi ngaphakathi nangaphandle kwe-LME. Izimpahla zasekhaya zehle zaya ezingeni lazo eliphansi kakhulu kusukela ngo-2024, amaphrimiyamu e-spot aphezulu, futhi abanini bazo banesifiso esinamandla sokubamba amanani. Ngakolunye uhlangothi, uhlangothi lwesidingo lubonisa isici "sokungabi buthakathaka ngesikhathi sokuphumula". Ngaphansi komphumela wentela, izinqolobane zethusi ze-Lme zehle zaya ezingeni eliphansi lezinyanga ezine nesigamu. Izimayini zaphesheya kwezilwandle zibone ukwanda okuxubile kanye nokwehla komkhiqizo, kodwa ukwanda okuphelele bekulinganiselwe futhi kunzima ukushintsha ibhalansi eqinile phakathi kokunikezwa kanye nesidingo. Amanani ethusi kulindeleke ukuthi ahlale eqinile.

3) Umbono wezindlela zesikhathi esizayo:

Isibikezelo sentengo: IthusiAmanani akhuphuka kuleli sonto ngenxa yokuphazamiseka kokutholakala kwezinto zokusetshenziswa okubangelwa ukudilika kodaka eChile; Kodwa ngesonto elizayo kulindeleke ukuthi kulawulwe yizici ezingezinhle (ingxabano yaseMpumalanga Ephakathi, idola laseMelika elinamandla), futhi amanani ethusi angaphansi kwengcindezi, kanti ububanzi obuyinhloko kulindeleke ukuthi bube yi-yuan engu-103,500-104,500 ngethani. Kunethuba elikhulu lokuthi amanani ethusi azokwehla ngesonto elizayo, futhi ukwehla kwangempela kuzoncika ekunikezweni kwezinto zokusetshenziswa kanye nezindleko zomkhiqizi. Kunconywa ukuthenga ngendlela eguquguqukayo ngesikhathi esifanele.

Isiphakamiso: Thenga ngendlela eguquguqukayo ngokusekelwe kusivinini sokukhiqiza kanye nesitoko.

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: Intengo ye-potassium chloride iyehla, kodwa ukwesekwa kwayo kusekhona, ngakho-ke ungabi nethemba ngokweqile ngokuba yi-bearish noma i-short. Imakethe yokuhweba yasemngceleni yehle kakhulu. Isimo sokungenisa okulandelayo sizobhekwa eduze. Ukuthengiswa kwe-potassium sulfate kube kubi, i-sulfuric acid yehle kancane kwezinye izindawo, futhi yize amabhizinisi okucubungula eqhubeka nokulahlekelwa, kungenzeka ukuthi intengo yehle kancane. Phinda ugcwalise njengoba kudingeka.

2. I-asidi ye-formic ibilokhu yehla njalo. Ukuthunyelwa okuthuthukisiwe ngaphambilini kwaletha izinqolobane emuva ebangeni elifanele, okusekela phansi kwemakethe; Kodwa ukusetshenziswa okuphansi komfula kubuthakathaka ngesikhathi sokuphumula, kuntuleka amandla akhuphukayo, futhi amanani kulindeleke ukuthi ahlangane kancane esikhathini esifushane. Kunconywa ukugcina ngokucophelela ngokusekelwe ekufuneni.

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