Kuleli sonto (11.13-11.1.17, okufanayo ngezansi),Umhlaba ongavamileimakethe yaqala ukukhombisa izimpawu zokujikela ngemuva kokuqina kwesikhashana okwedlule. Ngalesi sikhathi, izindaba ezingenathemba zidlulela emakethe, zikhuluPrathedymium neodymiumAmabhizinisi awasavikeli imakethe neMyanmarimihlaba engavamilenamanje ukusula amasiko. Ukuthengwa kwe-Downstream bekungokwesikhashana emaceleni, ngezinkampani zokuhweba ezihola futhi ziwe ngokushesha eduze kwamanani asenyakatho asohlwini. Imakethe isondela ku-Outlook ezinzile ngempelasonto.
Ngokombono ojwayelekile, imakethe maphakathi nekota yesine ikakhulukazi isesisekelo sokulinda esilinganiselwe. Ngemuva kokulungiswa okuphezulu okwedlule, amanani entengo afinyelela kakhulu umkhombe futhi avuke futhi ekuguquguqukeni. Umkhuba wale sontoUmhlaba ongavamilekusobala kakhulu. Kusuka kummeleliPrathedymium neodymiumImikhiqizo, ukulungiswa okuphezulu sekuqalile selokhu kwafinyelela phezulu kwama-535000 yuan / Ton maphakathi noSepthemba. Kusuka kumthelela ongemuhle wokuzethemba kwemakethe kanye nokuqina okungokomzwelo ekuqaleni kwaleli sonto, ukukhathala nokukhathala kwamanani aphezulu kuyabonakala, ijubane eliphansi le-maivertreamUmhlaba ongavamileImikhiqizo emelelwa yiPraceOdymium Neodymium isiqalile ukusheshisa.
Kusukela ngolwesihlanu, izingcaphuno ezinkuluEarth Earth Axideimikhiqizo ingama-495000 kuya ku-498000 yuan / ton weI-PrafeOdymium Neyodymium Oxide, ngenyanga ngenyanga ukwehla kwe-15000 yuan / ton;Neodymium oxidengu-51-515000 yuan / ithoni, ngenyanga ngenyanga ukwehla kwe-5000 yuan / ton;Dysprosium oxideyi-2.52-2.53 million yuan / ithoni, ukwehla kwe-50000 yuan / ton kuqhathaniswa nephuzu eliphansi ngenyanga ngenyanga;Terbium oxideIngabe u-7.4 kuya ku-7.45 million yuan / ithoni, ngokuncipha kwe-300000 yuan / ton uma kuqhathaniswa nenyanga edlule;Gadinium oxideIntengo ngo-257-2600 yuan / ithoni, ngokuncipha kwe-yuan / ithoni engu-10000 / Ton uma kuqhathaniswa nenyanga edlule.I-Cerrium OxideIntengo ngo-0.5-5200 yuan / ithoni, umkhiqizo kuphela okhuphuke ngo-21% uma uqhathaniswa nokuphela kwenyanga edlule.
Ngesikhathi sokwenzeka ekuqaleni, ngenxa yokuntuleka kwevolumu ye-oda, izenzo zamabhizinisi amakhulu ukuvikela imakethe kwakuwukwehla ebhakedeni. Ukusuka ukwethuka kwenani elincane labadayisi iqiniso lokuthi amafektri nawo aqale ukunikela ngenzuzo futhi aqoqe izinkokhelo, ukuqina kwentengiso kuvame ukudonsa kakhulu ukuthambekela kwentengo yemakethe, futhi ukuqina kwemakethe kuyamangaza kakhulu. Ijubane lokuqhuba ukulungiswa selwenzile lilindile emfuleni Othintekile yilokhu, izingcaphuno zabakhiqizi zehliselwe ngasikhathi sinye. Njengoba kusondela ngempelasonto, isimo sokuzinza sebhizinisi elikhulu siphinde sinikeze imakethe ngengubo. Amanani aphansi kakhulu aseqalile ukuba nengqondo, futhi izinguquko zokuthenga zizothuthukiswa kancane.
Kusukela ngolwesihlanu, izingcaphuno ezinkuluizinsimbi zomhlaba ezingandilebangama-61-615000 yuan / ton forPrathedymium Neyodymium, ukwehla kwe-yuan ka-20000 yuan / ton kusuka endaweni ephansi ngenyanga ngenyanga;Imbandi yensimbikufinyelelwe ku-245-25500 yuan / ithoni, ukugcina inyanga ezinzile ngenyanga;I-Dysprosium Ironu-2.43 kuya ku-2.45 million yuan / ithoni, ukwehla kwe-50000 yuan / ton kusuka endaweni ephansi ngenyanga ngenyanga;I-gadinium ironngu-245-248000 yuan / ithoni, ngokuncipha kwe-5000 yuan / ton uma kuqhathaniswa nenyanga edlule.
Kuleli sonto, inani le-macro par kufanele linake amaphuzu amathathu: ukuphindisela okuphansi kobudlelwano be-sino nathi, inkohliso ephansi yesivuno sesibopho sase-US, kanye nenkinga engezansi yenkinga yesikweletu yaseChina. Lokhu kukhombisa ukuthi endaweni enkulu, ezingeni lezezimali okuxekethile, imakethe ingahle ibe nokuphendula okuhle ngemuva kokuthatha umphefumulo.
Kuleli sonto, amaphuzu amathathu adinga ukunakwa ku-Micro Level yile: Ukwanda kwengcindezi yezezimali ekupheleni konyaka, kufinyeze imijikelezo eyehlayo kanye nokulindelwe kwenani lensimbi. Lokhu kukhombisa ukuthi ekupheleni konyaka, ngesidingo sokubuya kwemali, ukubhida kuzokhula. Yize ukuncishiswa kwentengo yefektri kungabalulekile futhi ububanzi bokuthengiselana buye bunciphile, isu lokuhweba amabhizinisi ukunciphisa inyama, ukubuyisa igazi, futhi likwenze futhi liphazamise nesigqi esibuthakathaka semakethe. Qhathanisa nokuqiniswa kwentengo yendawo yemetal prafeodymium neodymium, ukukhulula ama-oxides kunomthelela omkhulu emakethe.
Kuleli sonto, umkhuba osindayoimihlaba engavamileihlukaniswe. Nokhodysprosiumna-i-terbiumKokubili ukwehla, umuntu ugijima ngejubane lamamayela angama-70, kanti elinye "lisheshisa buthule, ezinyathelweni zeTerbium". Ngaphezu kwalokho, insimbi, esele ibheke phansi, kunzima ukungabi sesimweni esingesihle.
Ngokungafani nezinye izinsimbi ezingezona ezingezinhle,Umhlaba ongavamileImikhiqizo, ngezinsizakusebenza zazo ezihlukile kanye nezimfanelo zezepolitiki, yiba nomthelela omkhulu ezinhlelweni nasemabhizinisini amakhulu. Njengamanje, lapho umthetho wemakethe usesandleni esiphezulu, ukulethwa kanye nokufunwa kanye nezinto ezingokomzwelo zokuqondisa ukuguquguquka kwamanani okuguquguquka kwamanani, okuzwela; Kepha uma isimo sengqondo samabhizinisi amakhulu sicacile, imakethe izobuye iguqule ukuqondisa kwayo, okunengqondo.
Isikhathi sePosi: Nov-20-2023