Rare Earth Weekly Ongororo kubva Gumiguru 23 kusvika Gumiguru 27

Vhiki rino (10.23-10.27, zvakafanana pazasi), iyo inotarisirwa kudzoserwa haisati yasvika, uye musika uri kukurumidza kuderera kwayo.Musika wacho hauna dziviriro, uye kudiwa chete kwakaoma kutyaira.Sezvo makambani ekumusoro uye ekutengesa achikwikwidza kutakura, uye maodha ezasi anoderera uye kudzora, iyo mainstream bearish manzwiro anokanganisa maitiro erare earths, semhepo yematsutso, Xiaoxiao inotumira Yan Qun kure~~

Misika yacho yave isina simba zvikuru vhiki ino, kubva pakuderera zvishoma nezvishoma pakutanga kwevhiki kusvika pakuderera kwakanyanya pakati pevhiki.Ruzivo rwekutengesa mutengo wakaderera runowanzo kuburitswa, zvichiwedzera kusava netariro kune yatove nehanyapraseodymium neodymium.Iko kutonhora kwekutengesa vhoriyamu, iyo inogara ichichinja yekutengeserana nzvimbo, zvichibva pakubvumirana kwese kwekutarisa kusimba, kuseri kweiyo oxide inventory, uye kuwedzera kwekutengesa kweore nemarara zvinhu zvese zvinonetsa izvo mafekitori anofanirwa kufunga nezvayo.Kunyangwe mamwe mafekitori esimbi anga achiedza kudzikamisa mitengo, Asi zvakare inofanirwa kutevedzera mutengo wemusika.

Heavy rare earthvakabatwawo nekushaya simba kwese, neterbiumzvigadzirwa zviri kukurumidza kuderera zvichienzaniswadysprosium.Nekuda kwekutonhora kudiwa uye kushaikwa kwedziviriro, chikamu chekutakura mumusika wakawanda chakawedzera, uye mari yepurofiti yakakura.Munguva pfupi, kana pasina tariro, kuchinja kunoshanduka kwemarudzi kwakawedzera kuderera kwemitengo yekutengeserana.Zvechokwadi, mumusika usina simba, imwe yakasiyana-siyana yakaomawo kukwikwidzana nayo.

Vhiki rino, zvakakodzera kubhadharaceriumzvigadzirwa.Nekuda kwekuwedzera kwekugadzirwa kwecerium iron boron, kudiwa kwesimbi cerium kwawedzera.Nekudaro, chirimwa chekuparadzanisa chachangobva kutengeserana zvakanyanya nenzira yeramangwana, zvichikonzera kutenderera kwenzvimbo kushoma.Iko quotation yecerium oxideyakaramba ichikwidzwa, uye mitengo yekutengeserana yave yakashata.

Kubva musi wa27 Gumiguru, zvimwe zvinhu zvisingawanzo kugadzirwa pasi zvakataura mitengo ye45-4700 yuan/toncerium oxideuye 2400-2500 yuan/tani nokudametallic cerium; Praseodymium neodymium oxideiri 50800-512000 yuan/ton, uyesimbi praseodymium neodymiumiri 625-63000 yuan/ton;Neodymium oxideiri 512-517000 yuan/ton, uyemetallic neodymiumiri 635-64000 yuan/ton;Dysprosium oxideiri 2.65-2.67 miriyoni yuan/tani,Dysprosium ironiri 2.58-2.6 mamiriyoni yuan/ton;8.15-8.2 miriyoni yuan/tani yeterbium oxide, 10.2-10.3 mamiriyoni yuan/tani yemetallic terbium; Gadolinium oxideiri 268-273000 yuan/tani,gadolinium ironiri 265000 yuan/tani;Holmium oxideinodhura 580000 kusvika 590000 yuan/ton.Kutengeserana kwesimbi neoxide pakati pesvondo kwakatungamira kumatengo akadzikira zvakanyanya pamusika, izvo zvakaramba zvakagadzikana muchikamu chekupedzisira chesvondo.Musika wese waive mukumirira-uye-kuona uye kusagadzikana, nemitengo yakagadzikana uye kutengeserana chaiko kuchiburitsa purofiti.

Pasinei nekuderera kunoramba kuriporare pasimitengo yekutengeserana svondo rino, zvichienzaniswa nesvondo rapfuura,praseodymium neodymiumdzadzikira ne1,4 percent.Panguva imwecheteyo, mafungiro eindastiri anowedzerawo kunzwisiswa: kune rumwe rutivi, kune zvakawanda zvitubu zvemarara uye ore yakasvibirira;Kune rimwe divi, mamiriro ekurongeka ezasi magineti zvinhu haana kunaka.Nekuda kwekunonoka kudzika kugadziridzwa kwemitengo yesimbi zvichienzaniswa nemitengo yeoxide, zvakaoma kuwana synchronous tsamba.Naizvozvo, makambani ekutengesa anosarudza kukanganisa kutumira pakati peiyo theoretical mutengo wesimbi uye mutengo chaiwo wekutengesa.

Svondo rino musangano wenguva dzose weState Council wakaratidza pachena kuti mari ichapa imwezve 1 trillion yuan ye treasury bond mukota yechina, iyo yese ichaendeswa kuhurumende dzenzvimbo.Kunyangwe iyo nzira yekudyara ichiri kunyanya zvivakwa uye mushure mekuvakazve njodzi, tarisiro yakanaka yakavimbisa kukura kwekukura kweGDP yeChina ne5.2% mugore rose, uye inogona zvakare kuve nechokwadi chekuti inozotevera yepakati bank reserve reyesheni inogona kunge iri pa nzira, asi ine zvishoma zvinokanganisa pane zvisiri-ferrous uye zvitema zvigadzirwa mune chaiyo.

Mamwe maindasitiri ane akati wandei maonero pamusika weramangwana:

1. Sezvo kupera kwemwedzi kunosvika, kuzadzazve kwezvinhu zvakasvibirira zvinogona kumirira kwenguva yakareba, saka zvakaoma kuti mitengo ivandudze.

2. Sezvo kupera kwegore kunoswedera, kushanda kwemabhizimisi makuru zvakare chinhu chinokanganisa mitengo yemusika, ine mukana mukuru wekuchengetedza kugadzikana zvishoma.

3. Kusiyana nedzimwe simbi dzisina-ferrous, pasi risingawanzoitiki rinokanganiswa zvikuru nemitemo.Pasi pesimba rekubatana kwemabhizinesi makuru uye musika, kunyangwe paine mukana wekugadzirisa musika uchidzokera kumazinga akaderera kwenguva, zvimwe zvinhu zvekusimudzira zvinofanirwa kutariswa.


Nguva yekutumira: Oct-30-2023