I-Rare Earth Weekly Review kusukela ngoNovemba 13 kuya kuNovemba 17- ukwehla kuya ekuzinzeni

Kuleli sonto (11.13-11.17, okufanayo ngezansi), iumhlaba ongavamileimakethe yaqala ukukhombisa izimpawu zokuphenduka ngemuva kokuzinza kwesikhashana kwangaphambilini.Ngalesi sikhathi, izindaba ezingenathemba zagcwala emakethe, ngezinkului-praseodymium neodymiumamabhizinisi awasavikeli imakethe kanye neMyanmarimihlaba engavamileesasusa amasiko.Ukuthengwa komfula okwehlayo bekuseceleni kwesikhashana, nezinkampani ezihwebayo eziholayo futhi zawa ngokushesha eduze nezintengo ezisohlwini olusenyakatho.Imakethe isondela ekubukeni okuzinzile ngempelasonto.

Ngokombono ojwayelekile, imakethe emaphakathi nekota yesine igxile kakhulu ekulindeni nokubona.Ngemva kokulungiswa kwenani eliphakeme langaphambilini, amanani ngokuvamile afinyelele umkhombe futhi akhuphuke futhi ngokuguquguquka.Ukuthambekela kwaleli sonto kweumhlaba ongavamilekusobala kakhulu.Kusuka kommelelii-praseodymium neodymiumimikhiqizo, ukulungiswa okuphezulu sekuqalile kusukela ekufinyeleleni okuphezulu okungu-535000 yuan/ton maphakathi no-Septhemba.Kusukela kumthelela omubi wokuzethemba kwemakethe kanye nokuxega ngokomzwelo ekuqaleni kwaleli sonto, ukukhathala nokukhathala kwamanani aphezulu kubonakala, Ijubane eliphansi lezinto ezivamile.umhlaba ongavamileimikhiqizo emelwe i-praseodymium neodymium isiqalile ukusheshisa.

Kusukela ngoLwesihlanu, izingcaphuno ezinkului-oxide yomhlaba engavamileimikhiqizo ingu-495000 kuya ku-498000 yuan/ton ofi-praseodymium neodymium oxide, ngokuncipha kwenyanga ngenyanga ngo-15000 yuan/ton;I-Neodymium oxideingu-51-515000 yuan/ton, ngokuncipha kwenyanga ngenyanga ngo-5000 yuan/ton;I-Dysprosium oxideyi-2.52-2.53 million yuan/ton, ukwehla ngo-50000 yuan/ton uma kuqhathaniswa nephuzu eliphansi ngenyanga ngesisekelo senyanga;I-Terbium oxideingu-7.4 kuya ku-7.45 million yuan/ton, nokwehla ngo-300000 yuan/ton uma kuqhathaniswa nenyanga edlule;I-Gadolinium oxideinenani elingu-257-2600 yuan/ton, nokwehla okungu-10000 yuan/ton uma kuqhathaniswa nenyanga edlule.I-Cerium oxideinenani elingu-0.5-5200 yuan/ton, okuwukuphela komkhiqizo okhuphuke ngo-21% uma kuqhathaniswa nokuphela kwenyanga edlule.

Ngempelasonto yokuqala, ngenxa yokuntuleka komthamo wokuhleleka, izenzo zamabhizinisi amakhulu ukuvikela imakethe kwaba ukwehla ebhakedeni.Kusukela ekwethukeni kwenani elincane labathengisi kuya eqinisweni lokuthi amafekthri nawo aseqalile ukunikeza inzuzo futhi aqoqe izinkokhelo, intengo yokuthengiselana ihlezi idonsa inkambiso yentengo yemakethe, futhi ukuzinza kwemakethe kuzamazama kakhulu.Ijubane lokuqalisa ukulungisa lenze ukungabaza kokulinda nokubona okuya phansi komfula kuqine, ngokwenza okumbalwa kakhulu kanye nemizamo yokunciphisa amanani esobala kakhulu.Ngokuthintwa yilokhu, izingcaphuno zabakhiqizi zehliswa kanyekanye.Njengoba impelasonto isondela, isimo sengqondo sokuzinzisa sebhizinisi elikhulu sesiphinde sanikeza imakethe ithuba lokuthola usizo.Amanani aphansi kakhulu aseqalile ukuba anengqondo, futhi lonke ushintsho lwentengiselwano luthuthuke kancane.

Kusukela ngoLwesihlanu, izingcaphuno ezinkuluizinsimbi zomhlaba ezingavamileyi-61-615000 yuan/toni-praseodymium neodymium metal, ukwehla okungu-20000 yuan/ton ukusuka endaweni ephansi ngenyanga ngesisekelo senyanga;Cerium metalifinyelele ku-245-25500 yuan/ton, igcina inyanga ezinzile ngenyanga;Insimbi ye-Dysprosiumiyizigidi ezingu-2.43 kuya kwezingu-2.45 zamayuan/ton, ukwehla ngo-50000 yuan/ton ukusuka endaweni ephansi ngenyanga ngesisekelo senyanga;Insimbi ye-Gadoliniumingu-245-248000 yuan/ton, nokwehla okungu-5000 yuan/ton uma kuqhathaniswa nenyanga edlule.

Kuleli sonto, inani le-macro par kufanele linake amaphuzu amathathu: ukwehla kabusha kobudlelwano be-Sino US, ukwehla kwenzuzo yebhondi yase-US, kanye nokwehla kwenkinga yezikweletu zaseChina.Lokhu kubonisa ukuthi endaweni enkulu, ezingeni lemali elixekethile, imakethe ingaba nempendulo enhle ngemva kokuthatha umoya.

Kuleli sonto, amaphuzu amathathu adinga ukunakwa ezingeni elincane yilawa: ukwanda kwengcindezi yezezimali ekupheleni konyaka, imijikelezo efinyeziwe yokugcwalisa umfula kanye nenani elilindelwe, kanye nokuhlalisana kwamanani aqinile futhi aguquliwe.Lokhu kukhomba ukuthi ekupheleni konyaka, ngesidingo sokubuyiselwa kwemali, amabhidi azoshuba kakhulu.Nakuba ukwehla kwamanani emboni kungabalulekile futhi nobubanzi bokuthengiselana nabo buye bancipha, isu lokuhweba amabhizinisi ukuze asike inyama, abuyisele igazi, aphinde alungiselwe nawo nawo aphazamise isigqi semakethe esibuthaka uma kuqhathaniswa.Uma kuqhathaniswa nokuqiniswa kwentengo yendawoinsimbi praseodymium neodymium, ukuxegiswa kwama-oxide kunomthelela omkhulu emakethe.

Kuleli sonto, umkhuba esindayoimihlaba engavamileihlukene phakathi.Nakubai-dysprosiumfuthii-terbiumzombili ziyancipha, enye igijima ngesivinini esingamamayela angu-70, kanti enye "ijubane elithule, izinyathelo ze-terbium".Ngaphezu kwalokho, insimbi, esivele ibheke phansi, kunzima ukuthi ingabi sesimweni esibucayi.

Ngokungafani nezinye izinsimbi ezingenayo insimbi,umhlaba ongavamileimikhiqizo, enezinsiza zayo ezihlukile kanye nezibaluli zezepolitiki, inomthelela obaluleke kakhulu kuzinqubomgomo namabhizinisi amakhulu.Okwamanje, lapho umthetho wemakethe usezingeni eliphezulu, ukuhlinzeka kanye nesidingo kanye nezici zomzwelo ziqondisa ukuguquguquka kwentengo, okubucayi;Kodwa uma isimo sengqondo samabhizinisi amakhulu sesicacile, imakethe izophinde ishintshe indlela yayo, okunengqondo.


Isikhathi sokuthumela: Nov-20-2023