"I-Downstream ifuna kuUmhlaba ongavamileImakethe kule nyanga ibiphansi kunalokho obekulindelwe, futhi isimo sonke sisesimweni sokulungiswa esibuthakathaka. Ngaphandle kwesici esiqhubekayo ngamanani entengo yedysprosiumna-i-terbiumImikhiqizo, amanani entengo awonke eminye imikhiqizo akhombise ukuthambekela okuguqukayo okuguqukayo ngenxa yama-oda amasha ambalwa nokuzimisela okuphansi kwamabhizinisi. Njengamanje, imakethe yomhlaba engavamile isezongena kwisizini ye-off, kanye nokukhuphuka okuphelele ngaphakathiUmhlaba ongavamileAmanani abuthakathaka. Uma kungekho zindaba ezinhle zokuvuselela esikhathini esifushane, kunzima ngamanani omhlaba angavamile ukwehla ngokushesha. Kulindelwe ukuthi imakethe yaseMhlabeni eyiRare izohlala ibuthakathaka esikhathini esizayo. "
Ukubuka konkeUmhlaba ongavamileImakethe yamabala kule nyanga
Intengo ephelele yeUmhlaba ongavamileImikhiqizo ishintshile futhi iwile kule nyanga, ngokuncipha okukhulu kwevolumu yokuhweba. Intengo yePrathedymium neodymiumImikhiqizo kunzima ukuyeka, futhi ibilokhu incipha yonke indlela.Dysprosiumna-i-terbiumImikhiqizo yaqhubeka nokuguquguquka futhi iwele engxenyeni yokuqala yonyaka. Kamuva, ngenxa yethonya lokuthengwa kwempahla yeqembu kanye nokungabaza kwabanikazi ukuthengisa nokukhuphula amanani, amanani akhuphuka ngendlela engxenyeni yesibili yonyaka, ngokukhuphuka okuncane kwevolumu yokuhweba.
Njengamanje, amabhizinisi ahlukanisiwe aphezulu anezindleko eziphakeme zokukhiqiza, amanye amabhizinisi ayeke ukukhiqizwa nokunciphisa ukukhiqizwa, ukukhiqizwa kwamabala kuncishisiwe, futhi ukuthunyelwa sekuqinisiwe. Kodwa-ke, ivolumu yokungenisa ye-Rare Earth Izinto zokwakha eziphakeme kakhulu. Ezinyangeni eziyishumi zokuqala ezingama-2023, iChinaUmhlaba ongavamileUkungenisa ivolumu kukhuphuke ngo-40% ngonyaka, okubonisa ukunikezwa okwenele kwemakethe. Ukuthengwa kwe-Forststream okufunwayo kubeka ingcindezi ekuthengiselweni kwensimbi yensimbi futhi kwenza kube nzima ngamanani akhuphuke. Amabhizinisi Wokukhiqiza we-Neodymium we-Iroymium ngokuvamile aqala ukukhiqizwa ngo-70-80%, ngaphandle kokwanda okukhulu kwama-oda amasha. Ngasikhathi sinye, amanani aqhubeka ehle, futhi amabhizinisi abonakalayo kazibuthe anokuzimisela okuphansi ukuthenga. Ukukhiqizwa kusekelwe ekusetshenzisweni kwe-yokusungula. Ukuthengwa kwempahla yokusebenzisa kabusha imfucumfucu akusebenzi, futhi ukuzimisela ukuthunyelwa komkhumbi akuphezulu ngenxa yomthelela wokuncipha kwentengo, okuholela ekuthengiselweni okuvilaphayo. Umsebenzi wemakethe wehlile, futhi abathengisi bakhuphule imali yabo yenzuzo, okuholele ukwethuka okwandisiwe. Ngasikhathi sinye, ukumenyezelwa kwamanani entengo asohlwini lwasemhlabeni angavamile eNyakatho kusondela, futhi abathengisi abaningi bahlala beqapha futhi beqapha.
Umkhuba wentengo wemikhiqizo ejwayelekile
Intengo iyashintsha ye-MainestreamUmhlaba ongavamileImikhiqizo ngoNovemba iyakhonjiswa kulesi sibalo esingenhla. Intengo yeI-PrafeOdymium Neyodymium Oxidekwehle kusuka ku-511500 yuan / ton kuya ku-483400 yuan / ton, ngethonsi lentengo ka-28100 yuan / ton; Intengo yePrathedymium Neyodymiumkwehle kusuka ku-628300 yuan / ton kuya ku-594000 yuan / ton, ngethonsi lentengo lika-34300 yuan / ton; Intengo yedysprosium oxidekukhuphuke kusuka ku-2.6475 million yuan / ton kuya ku-2.68 million yuan / ton, ukukhuphuka kwama-32500 yuan / ton; Intengo yeI-Dysprosium Ironyehle kusuka ku-yuan / amathoni ayizigidi eziyi-269 kuya ku-2,5763 million yuan / ton, ukwehla kwe-13700 yuan / ton; Intengo yeterbium oxideihle kusuka ku-8.0688 million yuan / ton kuya ku-7.9188 million yuan / ton, ukwehla kwe-150000 yuan / ton; Intengo yeHolmium oxidekwehle kusuka ku-580000 yuan / ton kuya ku-490000 yuan / ithoni, ukwehla kwe-90000 yuan / ton; Intengo ka-99.99% ubumsulwa obukhulugadinium oxidekwehle kusuka ku-296300 yuan / ton kuya ku-255000 yuan / ton, ukwehla kwe-41300 yuan / ton; Intengo ka-99.5% ejwayelekilegadinium oxidekwehle kusuka ku-271800 yuan / ton kuya ku-233300 yuan / ton, ukwehla kwe-38500 yuan / ton; Intengo yei-gadinium ironkwehle kusuka ku-264900 yuan / ton kuya ku-225800 yuan / ton, ukwehla kwe-39100 yuan / ton; Intengo yeI-Erbium oxideUyehlile kusuka ku-286300 yuan / ton kuya ku-285000 Yuan / Ton, ukwehla kwe-1300 yuan / ton.
Ukuthuthukiswa Kwezimboni Zasezimboni Eziphansi Nengozi
Ngokwesimo somnotho wembulunga yonke, ukuchuma kanye nokwehla komkhakha womhlaba ongandile kuthonywa kakhulu ngamaketanga okunikezela, inqubekela phambili yezobuchwepheshe, kanye nokukhula komnotho womhlaba. Kulezi zinsuku, ukukhishwa okuphezulu okuphelele komhlaba kanye nenqubekela phambili yezobuchwepheshe esheshayo kuholele ekunciphiseni kancane kancane ekufunweni komhlaba okungavamile. Ngaphezu kwalokho, ukwehla kokukhula komnotho womhlaba kanye nokuqina kokuhweba okuqinisile, kanye nokwenza ngcono okuqhubekayo kwezidingo zokuvikelwa kwezemvelo, zonke lezi zinto zithinte kakhulu ukulethwa kanye nokufunwa kwentengo eqhubekayo .
Ngokwemininingwane evela e-China Findery Faterion Association, isabelo semakethe esikhulu samakhemikhali e-elekthronikhi aphezulu asetshenziswa emibuthanweni ehlanganisiwe emhlabeni wonke asamasipala atholakala kwamanye amakhemikhali. Ukuncika kwesengelo kwe-reagents emsulwa ye-Ultra emsulwa futhi ephezulu futhi ngaphezulu kwamasekethe ahlanganisiwe kanye nokuboniswa kwephaneli yesizukulwane sesi-6 eChina kusephezulu, futhi kunegumbi elibanzi lokufaka esikhundleni sasekhaya. Ukuzuza kunqubomgomo eqhutshwa kanye nentuthuko kuyoI-Rare Earth Polishing PowderUbuchwepheshe, amaphaneli wokubonisa we-lawstream LCD kanye nezimboni ezihlanganisiwe ze-Circuit Induit ziguqukela emakethe yasekhaya, kanti inqubo yokwenziwa kwasendaweni kulindeleke ukuthi isheshise.
Ngokwesidingo,Umhlaba ongavamileIzinto zokwenziwa zaphakade zisetshenziswa kabanzi kwimikhiqizo ye-elekthronikhi efana nama-LCD TV nama-Smartphones. Ngokunwetshwa okuqhubekayo kwalezi zimakethe zomkhiqizo we-elekthronikhi, isidingo samaphaneli wokubonisa we-LCD siyanda, esiqhube ukukhula kwesidingo seUmhlaba ongavamileizinto zozibuthe ezingapheli. Ensimini yemibuthano ehlanganisiwe,imihlaba engavamilezisetshenziswa kabanzi kwinqubo yokukhiqiza yamadivayisi we-semiconductor. Ngokuthuthukiswa kobuchwepheshe obuqhamukayo obufana ne-5G ne-Intanethi yezinto, isidingo semibuthano ehlanganisiwe yokusebenza okuphezulu siyanda, okuqhubeka nokushayela ukusetshenziswa kweimihlaba engavamileemkhakheni weziyingi ezihlanganisiwe. Isidingo siyasukuma, ibhizinisi lilulama, kanye nejubane lokuqothuka kuUmhlaba ongavamileImboni iyathuthuka. Umjikelezo omusha ungaqala ngo-2024, futhi isikhala semakethe kulindeleke ukuthi siphinde siphume.
Ngokuya ngokuhlinzekwa, ukuhlinzekwa kanye nesakhiwo sesifubaimihlaba engavamileiyazinza futhi iyaqina, futhi amanani anokuqina okuphezulu. Ngokwemininingwane evela kuMnyango Wezimboni nobuchwepheshe bolwazi, izinkomba zokulawula eziphelele zeUmhlaba ongavamileUkushona kwezimayini nokubhema eChina kukhuphuke ngo-14.29% no-13.86% ngokulandelana ngo-2023, ukwehla okubonakalayo okuvela cishe ngo-25% ngo-2022. Kusekhona ukusekelwa okuthile kwesidingo samathobhu abulalayo, abalandeli, kanye neminye imishini, kanye nokufunwa kanye nokufunwa kanye nokufunwa kweI-PraseOdDODYIUMna-needymiumbaselinganiseleni eliqinile.
Ukubheka phambili esikhathini esizayo, umkhuba wokukhula kwesikhathi eside we-terminal afunwa amarobhothi ezimboni, izimoto ezintsha zamandla, izimoto zomoya, neminye imikhiqizo ihlala ingashintshiwe. Ukusebenza okuphezulu kwe-Neodymium Iroedy BORON BORON GETERENT MAGENTS kulindeleke ukuthi kuqhubeke ukukhuphuka ngezinga lokungena kwe-terminal. Kodwa-ke, ngokukhuphuka okulinganiselwe okutholakalayo, ukuqiniswa komhlaba ongavamile ukulethwa nokufunwa kungashayela ukululama kwentengo. Kepha izinga lokukhula kwesidingo se-terminal liphansi kunalokho obekulindelwe, umdlalo phakathi kwe-Upstream nokwehla komfula uyaqinisa, amanani entengo aphakathi aphakathi nendawo akhuphukayo angaphansi kwengcindezi, futhi ijubane lokukhishwa kokukhishwa liyasheshisa kakhulu. Ngokuzayo, ngentuthuko eqhubekayo yezobuchwepheshe kanye nokuthuthukiswa kwezimboni ezisafufusa, ukusetshenziswa komhlaba okungavamile kulezi zinkambu kuzoqhubeka ukwandisa, ukuhlinzeka isikhala esibanzi sokwakhiwa okuqhubekayo komkhakha womhlaba ongavamile.
Isikhathi sePosi: Dec-13-2023