【 November 2023 Rare Earth Market Monthly Report 】 Mitengo yazinthu nthawi zambiri imatsika, msika wosowa padziko lapansi umasintha

"Kufunika kwa m'mphepete mwa nyanjadziko losowamsika mwezi uno unali wotsika kuposa momwe amayembekezera, ndipo mkhalidwe wonse uli mu mkhalidwe wofooka wosinthika.Kupatula kubwezeredwa mosalekeza kwamitengo yadysprosiumnditerbiumZogulitsa, mitengo yonse yazogulitsa zina yawonetsa kutsika kwapang'onopang'ono chifukwa cha maoda atsopano ochepera komanso kutsika kwamitengo yamabizinesi.Pakadali pano, msika wosowa padziko lapansi watsala pang'ono kulowa munyengo yopuma, ndipo kukwera kwathunthudziko losowamitengo ndi yofooka.Ngati palibe uthenga wabwino woti ulimbikitse pakanthawi kochepa, ndizovuta kuti mitengo yapadziko lapansi yosowa ichepe mwachangu.Zikuyembekezeka kuti msika wosowa padziko lapansi ukhalabe wopanda mphamvu mtsogolomu. "

Chidule chaRare EarthSpot Market Mwezi Uno

Mtengo wonse wadziko losowazogulitsa zasintha ndikugwa mwezi uno, ndikutsika kwakukulu kwa malonda.Mtengo wapraseodymium neodymiumzopangidwa ndizovuta kuyimitsa, ndipo zakhala zikuchepa njira yonse.Dysprosiumnditerbiummankhwala anapitiriza kusinthasintha ndi kugwa mu theka loyamba la chaka.Pambuyo pake, chifukwa cha chikoka cha gulu logula zinthu komanso kukayikira kwa eni ake kuti agulitse ndi kukweza mitengo, mitengo inakwera pang'onopang'ono mu theka lachiwiri la chaka, ndi kuwonjezeka pang'ono kwa malonda.

Pakalipano, mabizinesi olekanitsa kumtunda ali ndi mtengo wokwera wopangira, mabizinesi ena ayimitsa kupanga ndikuchepetsa kupanga, kupanga malo kwatsika, ndipo kutumiza kwachulukira.Komabe, kuchuluka kwa zinthu zomwe zapezeka kuchokera kunja ndizokwera kwambiri.M'miyezi khumi yoyambirira ya 2023, aku Chinadziko losowakuchuluka kwa katundu wolowa kunja kwawonjezeka ndi 40% pachaka, kusonyeza kukwanira kwa msika.Kugula zinthu zapansi panthaka kumapangitsa kuti pakhale zovuta zogulira zitsulo ndipo zimapangitsa kuti mitengo ikhale yovuta kukwera.Mabizinesi a Neodymium iron boron nthawi zambiri amayamba kupanga pafupifupi 70-80%, popanda kuwonjezeka kwakukulu kwa maoda atsopano.Nthawi yomweyo, mitengo ikupitilizabe kutsika, ndipo mabizinesi azinthu zamaginito ali ndi chidwi chochepa chogula.Kupanga kumadalira makamaka pakugwiritsa ntchito zinthu.Kugula kwa zinyalala zobwezeretsanso zinyalala sikugwira ntchito, ndipo kufunitsitsa kutumiza sikokwera chifukwa cha kutsika kwamitengo, zomwe zimapangitsa kuti ntchito zonse zizikhala zaulesi.Ntchito zamsika zachepa, ndipo amalonda awonjezera ndalama zawo zopezera phindu, zomwe zimapangitsa kuti anthu azikhala ndi mantha.Panthaŵi imodzimodziyo, chilengezo cha mitengo yondandalikidwa ya mayiko osoŵa kumpoto chikuyandikira, ndipo amalonda ambiri amakhalabe osamala ndi atcheru.

Mchitidwe wamtengo wazinthu zodziwika bwino

640 640 (1) 640 (2) 640 (4) 640 (6)

 

Kusintha kwamitengo yamaguludziko losowazopangidwa mu Novembala zikuwonetsedwa pamwambapa.Mtengo wapraseodymium neodymium okusayidikutsika kuchokera ku 511500 yuan/ton kufika ku 483400 yuan/tani, ndi kutsika kwa mtengo kwa 28100 yuan/ton;Mtengo wapraseodymium neodymium zitsuloadatsika kuchoka pa 628300 yuan/ton kufika pa 594000 yuan/ton, ndi kutsika kwa mtengo kwa 34300 yuan/ton;Mtengo waDysprosium oxidechinawonjezeka kuchoka pa 2.6475 miliyoni yuan/ton kufika pa 2.68 miliyoni yuan/ton, kuwonjezeka kwa yuan 32500/ton;Mtengo waDysprosium ironzatsika kuchoka pa 2.59 miliyoni za yuan/ton kufika pa 2.5763 miliyoni za yuan/ton, kuchepa kwa yuan 13700/ton;Mtengo waterbium oxideyatsika kuchoka pa 8.0688 miliyoni ya yuan/ton kufika pa 7.9188 miliyoni ya yuan/ton, kutsika ndi 150000 yuan/ton;Mtengo waholmium oxideadatsika kuchoka pa 580000 yuan/ton kufika pa 490000 yuan/ton, kuchepa kwa yuan 90000/tani;Mtengo wa 99.99% wapamwamba-woyeragadolinium oxideadatsika kuchokera ku 296300 yuan/ton kufika pa 255000 yuan/tani, kuchepa kwa yuan 41300/tani;Mtengo wa 99.5% wambagadolinium oxideadatsika kuchoka pa 271800 yuan/ton kufika pa 233300 yuan/tani, kuchepa kwa yuan 38500/tani;Mtengo wagadolinium chitsuloadatsika kuchoka pa 264900 yuan/ton kufika pa 225800 yuan/tani, kuchepa kwa yuan 39100/tani;Mtengo waerbium okusayidiyatsika kuchoka pa 286300 yuan/ton kufika pa 285000 yuan/ton, kutsika ndi 1300 yuan/ton.

Kukula kwamakampani akumunsi ndi zoopsa

Pankhani yachuma chapadziko lonse lapansi, kutukuka ndi kutsika kwamakampani osowa padziko lapansi kumakhudzidwa kwambiri ndi mayendedwe othandizira, kupita patsogolo kwaukadaulo, komanso kukula kwachuma padziko lonse lapansi.Masiku ano, kuchulukirachulukira kwabwino kwapadziko lonse lapansi komanso kupita patsogolo kwaukadaulo kwadzetsa kuchepa kwapang'onopang'ono kwa kufunikira kwa dziko losowa.Kuphatikiza apo, kuchepa kwakukula kwachuma padziko lonse lapansi komanso kusamvana kwakukulu kwazamalonda, komanso kuwongolera kosalekeza kwa zofunikira zachitetezo cha chilengedwe ndi zida, zonsezi zakhudza kwambiri ubale wapadziko lonse lapansi wapadziko lonse lapansi, zomwe zidapangitsa kutsika kwamitengo kosalekeza. .

Malinga ndi chidziwitso chochokera ku China Electronic Materials Industry Association, gawo lalikulu pamsika wamankhwala oyeretsedwa kwambiri omwe amagwiritsidwa ntchito m'mabwalo ophatikizika padziko lonse lapansi akadali otanganidwa ndi mabizinesi akunja omwe akhazikitsidwa.Kudalira kunja kwa ma reagents oyera kwambiri komanso oyera kwambiri a mainchesi 8 komanso pamwamba pa mabwalo ophatikizika ndi mawonekedwe amtundu wa 6 ku China akadali okwera, ndipo pali malo ambiri osinthira kunyumba.Kupindula ndi ndondomeko yoyendetsedwa ndi kupita patsogoloosowa nthaka kupukuta ufaukadaulo, mapanelo owonetsera a LCD akumunsi ndi mafakitale ophatikizika ozungulira akusintha pang'onopang'ono kupita kumsika wapanyumba, ndipo njira yakumaloko ikuyembekezeka kukwera.

Pankhani ya zofuna,dziko losowaZida za maginito zokhazikika zimagwiritsidwa ntchito kwambiri pazinthu zamagetsi monga ma LCD TV ndi mafoni a m'manja.Ndikukula kosalekeza kwa misika yamagetsi iyi, kufunikira kwa mapanelo owonetsera ma LCD kukuchulukiranso, zomwe zapangitsa kukula kwa kufunikira kwa zida zamagetsi.dziko losowazipangizo maginito okhazikika.M'munda wa ma circuits ophatikizidwa,mayiko osowaamagwiritsidwanso ntchito kwambiri popanga zida za semiconductor.Ndi chitukuko cha matekinoloje omwe akubwera monga 5G ndi intaneti ya Zinthu, kufunikira kwa mabwalo ophatikizika ochita bwino kwambiri kukuchulukirachulukira, zomwe zimayendetsanso kugwiritsa ntchitomayiko osowam'munda wa mabwalo ophatikizika.Kufunika kukukulirakulira, bizinesi ikuchira, komanso kukwera kwamitengo mudziko losowamafakitale akuyenda bwino.Kuzungulira kwatsopano kungayambike mu 2024, ndipo msika ukuyembekezeka kutsegulidwanso.

Pankhani ya kaphatikizidwe, kaphatikizidwe kakuperekedwa ndi kufunikira kwamayiko osowandi yokhazikika komanso yolimba, ndipo mitengo imakwera kwambiri.Malingana ndi deta yochokera ku Unduna wa Zamakampani ndi Zamakono Zamakono, zizindikiro zowongolera zonse zadziko losowamigodi ndi kusungunula ku China chinawonjezeka ndi 14.29% ndi 13.86% motero mu 2023, kuchepa kwakukulu kuchokera kuzungulira 25% mu 2022. Pakadalipo thandizo linalake la kufunikira kwa ma tram otsiriza, mafani, ndi zipangizo zina, ndi kupereka ndi kufunika kwapraseodymiumndineodymiumakadali pamlingo wothina.

Kuyang'ana zam'tsogolo, kukula kwanthawi yayitali kwa maloboti akumafakitale, magalimoto amagetsi atsopano, makina opangira mphepo, ndi zinthu zina sikunasinthe.Maginito okhazikika a neodymium iron boron akuyembekezeka kupitiliza kukwera pamlingo wolowera.Komabe, ndi kuwonjezereka kwapang'onopang'ono, kukhwimitsa kwa kupezeka kwapadziko lapansi kosowa ndi kufunikira kungayambitse kubweza kwa mtengo.Koma kukula kwa kufunikira kwa ma terminal ndi otsika kuposa momwe akuyembekezeredwa, masewerawa pakati pa kumtunda ndi kumtunda akukulirakulira, mitengo yamtengo wapatali pakati ndi kumtunda ili pansi pa kupanikizika, ndipo kuthamanga kwa kutulutsidwa kwazinthu kumathamanga kwambiri.M'tsogolomu, ndi kupita patsogolo kosalekeza kwa luso lamakono ndi chitukuko cha mafakitale omwe akukula kumene, kugwiritsa ntchito maiko osowa m'maderawa kudzapitiriza kukula, kupereka malo ochulukirapo a chitukuko chokhazikika cha makampani osowa padziko lapansi.

 


Nthawi yotumiza: Dec-13-2023