Ukuhlaziywa Kwemakethe Yezinto Zokulandelela

Imakethe yezinto ezilandelanayo iyaqhubeka nokukhombisa amanani aphezulu ezinto eziluhlaza, ukubuyiselwa kwesidingo okungalingani, kanye nokuthengwa okuqaphile okusabalele ngesonto lokugcina likaMeyi 2026. Izinsimbi ezingezona i-ferrous seziguquguquka kakhulu ngenxa yokulindela izinga lenzalo yezomnotho kanye nemizwa yemakethe yaphesheya kwezilwandle. Ngezansi ukuhlaziywa okuningiliziwe kwezinto ezilandelanayo ezibalulekile kusukela ezintweni eziluhlaza kuya ekubukeni, okusiza abakhiqizi bezithako zokudla kanye namaqembu okuthenga ukuthi benze izinqumo ezinolwazi.

Umbono Wemakethe Uwonke kusukela ngoJuni kuya kuJulayi 2026
Imakethe yezinto ezilandelanayo ngoJuni nangoJulayi kulindeleke ukuthi ihlale “iyimakethe eguquguqukayo esekelwa ngezindleko eziphakeme.”

I-Zinc sulfatefuthii-sulfate yethusi(okuhlobene kakhulu nezinsimbi ezingezona i-ferrous) kuzobonisa ukuguquguquka okuphawulekayo.

I-Manganese sulfate, i-ferrous sulfate, kanye ne-calcium formate (esekelwa ukunikezwa okuncane) kusenamandla okushintsha amanani aphakathi nendawo.

Abathengi abasezansi cishe bazoqhubeka nokuthenga ngokuqapha nangokusekelwe ezidingweni. Ukwanda okukhulu kwemakethe akunakwenzeka, kodwa izingxenye zomkhiqizo ngazinye zingase zibone ukwanda okusheshayo ngenxa yokuqina kokunikezwa.

I. Ukuhlaziywa Kwezinsimbi Ezingezona Insimbi

⇋ Isonto nesonto

⇋ Inyanga nenyanga

	Amayunithi	Isonto lesi-2 likaMeyi	Isonto lesi-3 likaMeyi	Izinguquko Zesonto Nesonto	Intengo Emaphakathi ka-Ephreli	Intengo Emaphakathi kaMeyi ifinyelela ku-22	Izinguquko Zenyanga Nenyanga	Intengo Yamanje kusukela ngomhlaka-26 Meyi
Imakethe Yezinsimbi zaseShanghai # Izinki	I-Yuan/ithani	24474	24564	↑90	23727	24415	↑688	24760
Imakethe Yezinsimbi zaseShanghai # Ithusi Le-Electrolytic	I-Yuan/ithani	106490	104234	↓2256	100316	104752	↑4436	104740
I-Shanghai Metals AustraliaMn46% i-manganese ore	I-Yuan/ithani	37.90	37.6	↓0.3	45.09	37.95	↓7.14	44.25
Inhlangano Yebhizinisi ingenisa amanani e-iodine ehlungiwe	I-Yuan/ithani	635000	635000	-	635000	635000	-	635000
Imakethe Yezinsimbi zaseShanghai iCobalt Chloride (co≥24.2%)	I-Yuan/ithani	115500	114950	↓550	115531	115273	↓258	113
Imakethe Yezinsimbi zaseShanghai iSelenium Dioxide	I-Yuan/ikhilogremu	172.5	172.5	-	172.50	172.5	-	172.5
Izinga lokusetshenziswa kwamandla kwabakhiqizi be-titanium dioxide	%	76.56	75.78	↓0.78	71.78	76.17	↑4.39

1）I-Zinc sulfate

Uhlangothi lwezinto ezingavuthiwe: I-coefficient yokuthengiselana ye-zinc hypooxide isalokhu iphezulu, futhi ingcindezi yezindleko zokukhiqiza emabhizinisini okuncibilikisa isabonakala kakhulu.

Ngokuphathelene namanani e-zinc, imakethe igxile enqubweni yezimali elandelayo ye-Federal Reserve kanye nokuthambekela kwedola laseMelika, kanti i-macroeconomic bearish sentiment icindezela amanani e-zinc.

I-asidi ye-sulfuric: Ukuphakama kwezwe kuhlala kuzinzile, kusekelwa yisidingo somanyolo we-phosphate kanye nokugcinwa kwezinye izinkampani ezine-asidi.

Imakethe Yezinsimbi zaseShanghai Ama-ingot e-Zinc

Ukunikezwa kanye nesidingo: Amanani okusebenza kwe-zinc plating engezansi, i-die-casting zinc kanyei-zinc oxideIzimboni zisezingeni eliphansi kakhulu esikhathini esifanayo eminyakeni emithathu edlule, futhi ukubuyiselwa kokusetshenziswa kwe-terminal kuye kwehla kakhulu kunalokho obekulindelwe. Izitokwe zomphakathi zihlale ziphezulu ngaphezu kwamathani angu-260,000, okubeka ingcindezi emananini.

Ukwahlulela ngentengo: Amanani e-zinc kulindeleke ukuthi ahlale eguquguqukayo ngesonto elizayo, kanti isilinganiso sentengo silinganiselwa ku-24,400 yuan ngethani.

Isiphakamiso: Kunconywa ukuthi uthenge ngamaqoqo futhi ulawule ingozi yokuba nempahla eningi ngokusekelwe kumjikelezo wakho wempahla kanye nesivinini soku-oda.

2） I-Manganese sulfate

Uhlangothi lwezinto ezingavuthiweAmanani e-sulfuric acid kanye ne-manganese ore asalokhu esekela izindleko njengoba inzuzo icindezelwa ukuze kugcinwe amazinga aphansi okusebenza kanye nemijikelezo yokulethwa yeluliwe.

Isimo semakethe: Njengamanje, izinga lokusebenza lilonke lemboni ye-manganese sulfate liphansi, izindleko zokukhiqiza zabakhiqizi ziyaqhubeka nokuba ngaphansi kwengcindezi, futhi imijikelezo yokulethwa kwamanye amabhizinisi iye yandiswa.

Umbono:Iphethini yokuntuleka kokunikezwa kwempahla ihlala isikhathi esifushane, futhi amanani kulindeleke ukuthi ahlale ephezulu.

Isiphakamiso: Kunconywa ukuthi ukhiye ama-oda kusenesikhathi, ikakhulukazi kuma-oda amakhulu, usuku lokulethwa kanye nentengo yokukhiya izinto zokusetshenziswa kufanele kuqinisekiswe kusenesikhathi.

3）I-ferrous sulfate

Uhlangothi lwezinto ezingavuthiweIzinga lokusebenza kwamabhizinisi e-titanium dioxide likhuphuke kancane uma kuqhathaniswa nesikhathi esidlule, kodwa i-heptahydrate ferrous sulfate isathinteka kakhulu ngokuphambuka embonini ye-lithium iron phosphate.

Isimo sokulethwa kanye nesidingo: Njengamanje, kunemithombo embalwa ye-ferrous monohydrate etholakalayo ezimakethe zokudla kanye nezezimboni, futhi ukunikezwa okuphelele kusalokhu kuncane.

Izinga lokusetshenziswa komthamo wokukhiqiza i-titanium dioxide

Isimo Semakethe: Izingcaphuno zikhululekile kancane muva nje, kodwa imakethe iyonke isalokhu isezingeni eliphezulu. Qaphela izinguquko embonini ye-lithium iron phosphate. Uma isidingo sipholile, ukunikezwa kwe-ferrous monohydrate kungase kunciphe.

Isiphakamiso:Kunconywa ukuthenga ngendlela eguquguqukayo ngokuvumelana nezinhlelo zokukhiqiza ukuze kugwenywe ukuguquguquka kwezindleko zokuthenga ngenxa yokugcwalisa kabusha okugxilile.

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

Indiza ye-Macroscopic:

Amathuba okunyuka kwezinga le-Fed ngoJuni akhuphuke kusuka ku-32% kuya ku-41% (i-CME FedWatch), futhi okulindelwe emakethe kokwehliswa kwezinga phakathi nonyaka sekunyamalele kakhulu. Inkomba yedola ikhuphuke ngaphezu kuka-104.5, okubeka ingcindezi emananini ethusi.

Ubufakazi bokuhlushwa kwami:

I-TC ye-copper concentrate spot (imali yokucubungula) yehle yaya ku-$1.4 ngethani okokuqala emlandweni, okubonisa ukushoda okukhulu ekugcineni kwe-ore. Kodwa kuzothatha inyanga eyodwa kuya kwezimbili ukuthi lokhu kuguqulelwe ekukhiqizweni kwethusi elicwengisisiwe.

Ukuhlinzekwa kanye nesidingo sasekhaya:

Ezansi: Izinga lokusebenza kwe-Copper rod masonto onke liyi-67.2%, lehle ngamaphesenti angu-3.1 kusukela ngesonto eledlule; Izinkampani zezintambo nezekhebula zithole ukwehla kwama-oda amasha kanye nesimo sengqondo esiqinile sokulinda nokubona.

Izimpahla ezikhona:Amathani angu-168,000 ethusi eShanghai Futures Exchange, amathani angu-139,900 ezindaweni ezinkulu ze-SMM ezweni lonke, aqongelelwe amasonto amabili alandelanayo, kodwa izinga eliphelele lisaphansi kunesikhathi esifanayo ngonyaka odlule (amathani angu-192,000).

Ukuhlaziywa kobubanzi bentengo:

Ukusekelwa: Ukuntuleka emayini + ukunikezwa okuncane kwethusi elilahliwe; Ukucindezela: I-Macro negative + ukwesaba amanani aphezulu. Ububanzi obuyinhloko kulindeleke ukuthi bube yi-103,000-104,000 yuan ngethani ngesonto elizayo, kanti ukuguquguquka okukhulu kungafinyelela ku-102,500-105,000.

1) Intengo yamanje

Imakethe Yezinsimbi ZaseShanghai Ithusi Elisebenzisa Ugesi

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.

5) I-Magnesium sulfate/i-magnesium oxide

Ngokuphathelene nezinto zokusetshenziswa: I-Magnesium oxide ibone ukwanda okuncane muva nje, kusekelwa izinto zokusetshenziswa kanye nokuvikelwa kwemvelo.

I-asidi ye-sulfuric enyakatho okwamanje izinzile ezingeni eliphezulu.I-magnesium sulfateihlangana ezingeni eliphezulu, kuyilapho i-magnesium monohydrate ikhula kancane kancane. Isizini ephezulu yokufuya izinhlanzi yehlile, izindleko zezinto zokusetshenziswa kanye namandla ziphezulu, imakethe yesikhashana inamandla futhi iyashintshashintsha, futhi kungenzeka ukuthi ikhuphuke kunokwehla emakethe yesikhathi esizayo. Kunconywa ukugcwalisa amasheya ngamaqoqo njengoba kudingeka.

6） I-calcium iodate

Ukuhlaziywa kwemakethe:Amanani e-iodine ehlungiwe azinzile, ukuphakelwa kwabakhiqizi kuvamile, kanti ukuthengwa okulandelayo kungokwezidingo ezibalulekile.

Isibikezelo sakamuva:Amanani kulindeleke ukuthi ahlale eqinile esikhathini esifushane futhi kube nendawo encane yokuguquguquka.

Ukuthengaiseluleko: Thenga njengoba kudingeka, asikho isidingo sokubeka izinto eziningi kakhulu.

7） I-Sodium Selenite

Ukuhlaziywa kwemakethe:Amanani e-selenium engahluziwe kanye ne-selenium dioxide ahlala engazinzile, isidingo sisonke sibuthakathaka.

Isibikezelo sakamuva: ItKulindeleke ukuthi ukuhlanganiswa kwesikhathi esifushane kuzohlala kubuthakathaka futhi kuzinzile, futhi ngeke kube khona ukukhuphuka okusobala kwamanani.

Iseluleko sokuthenga: KunjaloKunconywa ukulawula umjikelezo wempahla ukuze kugwenywe ukuqongelela imali.

8） I-Cobalt chloride

Ukuhlaziywa Kwemakethe： I Imakethe kasawoti we-cobalt ibuthakathaka iyonke, njengoba kungekho ukusimama okwanele ekudingweni okuphansi kanye nokuhweba okulula.

[Isibikezelo Sakamuva] Kusengenzeka ukuthi amanani ehle kancane esikhathini esizayo, kodwa imikhawulo yesabelo sezinto zokusetshenziswa inikeza ukwesekwa okuphansi kwamanani.

Isiphakamiso Sokuthengwa Kwempahla: Ikona Kunconywa ukugcina ukusebenza kwempahla encane kanye nokugxila ekuthengeni okubalulekile.

9） I-potassium chloride/i-potassium carbonate/i-calcium formate/iodide

1. I-potassium chloride: Imakethe ye-potassium chloride ivaliwe emazingeni aphezulu ngokushintshashintsha okuncane, futhi ukuhweba kulula. Izitokwe zechweba zehle zafinyelela ezingeni eliphansi kakhulu, futhi abahwebi bazimisele ukubamba amanani. Njengoba ukulima kwasentwasahlobo kuphela, umanyolo ohlanganisiwe ongezansi uyathengwa njengoba kudingeka futhi awugcinwanga enqolobaneni. Izindleko ezinkulu zenkontileka zamazwe ngamazwe zinikeza intengo ephansi, amanani aphansi cishe awanciphi kakhulu; Isidingo esibuthakathaka kanye nokwehla kokuncipha kuzoqhubeka nephethini yokuzinza kwentengo nokulinda nokubona esikhathini esifushane. Amanani aphansi kancane kunesonto eledlule. Thenga njengoba kudingeka.

2. I-Formic acid izinzile emaceleni ngesonto eledlule njengoba abakhiqizi abakhulu eShandong benezinhlelo zokulungisa muva nje. I-calcium formate yezinga lokuphakelwa ikhuphuke kancane kancane kanye nokusekelwa kwezinto zokusetshenziswa, ngamanani aqinile kanye nokubamba intengo okukhulu, futhi kungenzeka ukuthi ikhuphuke kunokwehla esikhathini esifushane. Kunconywa ukuthi igcinwe ngokwesidingo.

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

Isibikezelo sendlela emakethe iyonke ngoJuni nangoJulayi

Kulindeleke ukuthi imakethe iyonke yezinto ezilandelanayo izoqhubeka nokubuswa "yimakethe eguquguqukayo esekelwa yizindleko eziphakeme" ngoJuni nangoJulayi. Phakathi kwazo, imikhiqizo efana ne-zinc sulfate kanye ne-copper sulfate, ehlotshaniswa kakhulu nezinsimbi ezingezona i-ferrous, izobonisa ukuguquguquka okukhulu; Ngenkathi imikhiqizo efana ne-manganese sulfate, i-ferrous sulfate kanye ne-calcium formate, esekelwa ukunikezwa okuqinile, isenethuba lokushintsha okuphakeme ezikhungweni zayo zamanani. Abathengi abaphansi kulindeleke ukuthi baqhubeke nephethini yokuthenga eqaphile futhi ebalulekile, futhi imakethe cishe ayiboni ukwanda okuvamile, kodwa ezinye izinhlobo zingase zithole isigaba sokwanda okusheshayo ngenxa yokunikezwa okuqinile.

Hlala ubukele izibuyekezo zamasonto onke, futhi uxhumane nethimba lethu ukuze uthole ukwesekwa kokuthengwa okwenziwe ngokwezifiso kwezidingo zakho zokukhiqiza okungeziwe kokuphakelayo.