Ukubuka konke kwemakethe
NgoFebhuwari 2025 umake isehlakalo esingavamile eminyakeni emithathu edlule, ngeAmanani Omhlaba Angavamileukuqhubeka nokukhuphuka ngemuva konyaka omusha waseChina. Izici ezimbalwa ezibalulekile eziba nesandla kulo mkhuba:
- Nikeza izingqinamba:Ukuvalwa komngcele weChina-Myanmar kuholele emazingeni wesitoko se-Oxide angaphambi kweholide. Njengoba izinkampani ezibonakalayo kazibuthe zibuyisela imishini yazo, amanani entengo ahlangabezana nokucindezela okuphezulu.
- Isidingo Sokwengeza:Izinkampani zesicelo se-terminal zikhulisa ama-oda ngenkathi impahla ye-stockpiling ngezindleko eziphansi, ukuqinisa isidingo sezinto ezibucayi namanani okuqinisa.
- Umthelela Wenqubomgomo:Ukukhishwa kokusalungiswa okubili okulawulwayo-"Izinyathelo zokuphathwa ngokuphelele kokulawulwa okuphelele komhlaba onqabile nokubhema komhlaba okuvamile nokuhlukaniswa (isikhashana)"na-"Izinyathelo zokuphathwa kolwazi lokuqanjwa kwemikhiqizo yase-Earth Rre Earth (Isikhashana)"- IMISELWE okulindelwe kokuhlinzekwa ngokuqina, intengo esekelwa ngokwengeziwe.
Ama-Oxide Market Trends
- I-PraneOdymium-Neodymium oxide:Naphezu kokuphindaphindeka okubuthakathaka kwesidingo sokuphindaphinda okubuthakathaka kanye nokuhweba okuvilaphayo, amanani entengo e-oodyodymium-neodymium ahlala phezulu. Abakhiqizi abakhulu babambe ngokuqinile ngezingcaphuno, kanti abathengisi bathengiswa ngamanani aphakeme, okuholela ekuthengiselweni okulinganiselwe.
- Terbium oxide:Amazinga aphansi wokusungula kanye nenzalo eqinile yokuthenga eholwa ukukhuphuka kwamanani.
- Dysprosium oxide:Amanani emakethe ahlala ebuthakathaka.
Ukunyakaza kwamanani:
- I-PraneOdymium-Neodymium oxidewavukaI-420,000 Yuan / Toni-post-iholide ukuzeI-450,000 yuan / ton, a7.14%Khulisa.
- I-prafedymium-neodymium Metalwagibela kusukaI-512,000 Yuan / Tonngaphambi kweholide ukuzeI-548,000 Yuan / Ton, enyuka7%.
Imakethe yensimbi yomhlaba engavamile
Izingcaphuno ze-Metal Compais zathonywa ngokuqinile ngamanani aqinile oxide. Yize ukuthengwa kwangemva kweholide ngamafemu wezinto ezibonakalayo zanqotshwa, izinkampani zensimbi zazinezitoko ezilinganiselwe ngenxa yama-oda akhuphukayo, ukugcina amanani ezinzile. Ngemuva kukaFebhuwari 19, amanani ensimbi afakwa kulayini ngentengo ye-oxide.
Ukunyakaza Kwemakethe Okusemqoka:
- Izinkampani zafuna ukuhlinzekwa kwezindleko eziphansi phakathi kwamanani entengo.
- Imbandi yensimbiAmanani alandela umkhondo ophakeme we-certium oxide.
- Amavolumu angempela okuthengiselana ahlala elondolozwa njengoba imakethe ilindele ukuzinza.
Isidingo Esibonakalayo Esibonakalayo
- Amabhizinisi amakhulu aphakathi nendawo aphakathi nendawo asebenza emandleni aphezulu anama-oda azinzile.
- Amafemu amancane aqhubeka nokufeza ama-oda wangaphambi kwamaholide futhi akhombise ukungabaza ngamanani aphezulu wamanje.
- Amasu wokuphindaphindeka wokuqalisa waba okhethiwe, ukugcina amazinga wesitoko esisetshenziswayo e-a15-20 Day Threshold ephephile.
- Izinkampani zesicelo se-terminal zazulazula ngokucophelela ukuthunyelwa kwentengo, ukulondolozela aIndlela yokuthenga eqinile.
Ukuvuselelwa kwentengo yemikhiqizo evamile yomhlaba (kusukela ngoFebhuwari 27, 2025)
| Umphumela | Intengo (Yuan / Ton) |
|---|---|
| Lanthanum oxide | 4,200 |
| I-Cerrium Oxide | 10,000 |
| I-Lanthanum Cerium Metal | 16,900 |
| Prathedymium-Neodymium oxide | 449,700 |
| Metal Metal | 568,600 |
| Prathedymium Neyodymium | 548,500 |
| Dysprosium oxide | 1,726,700 |
| Terbium oxide | 6,298,100 |
| Gadinium oxide | 164,800 |
| Holmium oxide | 465,300 |
Inqubomgomo kanye nentuthuko yezimboni
1. I-China iqinisa amaRare Earth Supply Control (Feb 24, 2025)
- UMnyango Wezimboni Nobuchwepheshe bolwazi owethule izindlela ezintsha ezifaka ama-ores afakiwe kanye nama-molayte ekuphathweni kwezilinganiso, ukuqinisa izingqinamba.
- Amaqembu amakhulu omhlaba angavamile manje alungele ukukhiqizwa ngokuhambisana, ukukhuthaza ukuhlanganiswa kwezimboni.
- Ukungeniswa komhlaba okungavamile kweMyanmar kungancipha kungancipha30-42%ngo-2025, kukhulisa okuphakathi futhiUmhlaba Ongavamileukushoda komhlaba jikelele.
2
- Ngenxa yokungazinzi kwezepolitiki kanye nezingozi zokunciphisa izinsiza, kulindeleke ukuthi kukhiqizwe umhlaba we-myanmar emhlabeni30% unyaka odlula iminyaka, ngokungenisa ngaphakathi kubikezelwe atAmathani angama-24,000ngo-2025.
- Kuhlanganiswe nezinqubomgomo ezi-China "ezimbili" (amasha eNew Energy & ENEDEL CICTS), ama-Arer Earth Supply-Funcy-Demage-Demable-Funcy-Demage-Funcy-Desen-Demage-Demage-Funcy - Ukuthuthukiswa Komkhakha Kuthuthukiswa, Ukusekela Umkhakha Wokukhula.
3
- Ukwamukelwa okukhulayo kweIzimoto ezintsha zamandla (okubhekiselwe kokuthengisa kwezigidi eziyi-10)na-amarobhothiukufunwa kokushayela komhlaba okungavamile emhlabeni ophansi.
- Isidingo sembulunga yonke seI-NDFEB Performent NDFEB Magnetskulindeleke ukuthi ufinyelele174,000 amathani, eshintshana ngokushintsha i-praneodymium-neodymium oxide kwi-apple apple ance ngo-2025.
I-4. I-Russia imemezela ukunwebeka komhlaba wonke komhlaba (Feb 25, 2025)
- UMongameli Putin wagcizelela ukuthuthukiswa komhlaba waseMhlabeni njengokhiye wecebo lezomnotho nezomnotho laseRussia nezokuvikela.
- I-Russia ihlose ukuukukhiqizwa komhlaba okuphindwe kabili komhlababese usungula iketanga eligcwele lezimboni elisebenza nge-2030.
- -Ngaba namandlaAmathuba WokubambisanaNge-US nabanye ozakwethu bahlala etafuleni.
I-Market Outlook: Ukubuyiselwa kanye Nenqubomgomo Yenqubomgomo
1. Ukuqina kwentengo kuImihlaba ekhanyayo engavamile
- Funa kusukaIzimoto ezintsha zamandla, izinto zasendlini, kanye nama-motors ezimbonikulindeleke ukuthi ashayeleI-PraneOdymium-Neodymium oxideamanani ebangeni elizinzile.
2. Ukuguquguquka okuphezulu komhlaba okuvamile kuyaqhubeka
- Izinkinga zokuhlinzekwa kwamaminerali zaseMyanmar ezingalungiswa zingaholelaukuguquguquka kwentengo ngaphakathidysprosiumna-i-terbium.
- Izici ze-Geopolitical kanye nokwabiwa kwe-quota kuzodlala indima ebalulekile ekubumbeni ukunyakaza kwemakethe.
Ukugcina
NgoFebhuwari wabona imakethe yasemhlabeni engavamilephansi ngaphandle futhi emuva, eqhutshwa yi-"I-Sawtooth Effect"kwamashifu wenqubomgomo futhi athole ukululama. Njengoba imboni ingena imashi, aIwindi elibucayi lokubona kwenqubomgomo nokwanda kwesidingo se-terminalNgenxa yalokhu, ukuhanjiswa kwentengo kulo lonke i-Supply Chain kulindeleke ukuthi kuthuthuke. Lokhu kungadala aisigaba sevolumu kanyekanye kanye nokwenyuka kwamanani, ezuzisa abadlali bemakethe ababalulekile.
Ukuthola amasampula wamahhala we-Rare Earth Material Orpt Orpl noma imininingwane eminingi yamukelekileXhumana nathi
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Isikhathi Sokuthumela: Mar-04-2025