Trace Elements Market Analysis
mna,Uhlalutyo lwezinyithi ezingenayo i-ferrous
Iveki-ngeveki: Inyanga-ngenyanga:
| Iiyunithi | Iveki yesi-4 kaSeptemba | Iveki yesi-5 kaSeptemba | Utshintsho lweveki-evekini | Agasti ixabiso eliphakathi | NgoSeptemba ukuya kwi-30 Ixabiso eliphakathi | Utshintsho lwenyanga-ngenyanga | Ixabiso langoku ngo-Oktobha 10 | |
| IMarike yeZinyithi zaseShanghai # iingots zeZinc | Yuan/toni | 21824 | 21825 | ↑1 | 22250 | 21824 | ↓426 | 22300 |
| Shanghai Metals Market # Electrolytic Copper | Yuan/toni | 81054 | 83110 | ↑2000 | 79001 | 82055 | ↑3054 | 86680 |
| Shanghai Metals Australia Mn46% manganese ore | Yuan/toni | 40.65 | 40.35 | ↑0.1 | 40.41 | 40.35 | ↓0.09 | 40.35 |
| Ixabiso le-iodine esulungekisiweyo evela kumazwe angaphandle yiBusiness Society | Yuan/toni | 635000 | 635000 | 632857 | 635000 | ↑2143 | 635000 | |
| Shanghai Metals Market Cobalt Chloride (co≥24.2%) | Yuan/toni | 73570 | 89000 | ↑15430 | 63771 | 81285 | ↑17514 | 92500 |
| Shanghai Metals Market Selenium dioxide | Yuan/kilogram | 105 | 105 |
| 97.14 | 105 | ↑7.86 | 105 |
| Umyinge wokusetyenziswa kwamandla abenzi be-titanium dioxide | % | 77.35 | 77.35 | ↑0.85 | 74.95 | 76.82 | ↑1.87 |
1) Zinc sulfate
① Izinto eziluhlaza: I-zinc hypooxide: i-coefficient ephezulu yentengiselwano. Inkxaso eyomeleleyo evela kulindelo lokuncitshiswa kwezinga le-Fed
Oku kwavelisa iintsimbi ezingeyontsimbi. Amaxabiso eZinc kulindeleke ukuba ahlale ephantsi kwaye eguquguqukayo kwixesha elifutshane.
② I-asidi ye-sulfuric izinzile kule veki. Uthuthu lwesoda: Amaxabiso ebezinzile kule veki. Amaxabiso eZinc kulindeleke ukuba asebenze kuluhlu lwe-22,000 ukuya kwi-22,350 yuan ngetoni.
Isantya sokusebenza esinyukayo samashishini e-zinc sulfate siqhelekile, kodwa ukuthathwa kweodolo akwanelanga kakhulu. Imarike yendawo iye yafumana amanqanaba ahlukeneyo e-pullback. Amashishini okutya awakhange asebenze kakhulu ekuthengeni kutsha nje. Ngaphantsi koxinzelelo olubini lwesantya sokusebenza kwamashishini aphezulu kunye nomthamo onganeleyo womyalelo okhoyo, i-zinc sulfate iya kuqhubeka isebenza ngobuthathaka kunye nokuzinza kwixesha elifutshane. Kucetyiswa ukuba abathengi banciphise umjikelo we-inventri.
2)Manganese sulfate
Ngokwemathiriyeli ekrwada: ① Imarike ye manganese ore ihlala ngononophelo ecaleni. Iifektri zinentsalela yokugcinwa kwempahla phambi kweholide, imfuno yezibuko iphakathi, kwaye intengiselwano yasemva kweholide ayikanyuki. Iikowuteshini zabarhwebi zizinzile ngokubanzi. Okwangoku, izinto ezisisiseko azinawo umkhomba-ndlela, kwaye uluhlu olupheleleyo lokuguquguquka kwamaxabiso e-ore lumxinwa.
② Amaxabiso e-Sulfuric acid ahlala ezinzile kulo lonke ilizwe kule veki.
Kule veki, izinga lemveliso yemanganese sulfate ibiyi-31.8%/31%. Izinga lemveliso laliyi-95% kwaye izinga lokusetyenziswa kwamandla lalingama-56%, lihlala lingatshintshi kwiveki edlulileyo. Umyinge wokusebenza kwamashishini aphambili aphambili uqhelekile. Ngenxa yokonyuka okuthe gqolo kwexabiso le-asidi ye-sulfuric ekrwada, iindleko zinyuke kancinci, kwaye ihlombe labathengi be-terminal basekhaya lokuzalisa uluhlu lwempahla liye landa kakhulu. Ngokusekwe kuhlalutyo lomthamo womyalelo weshishini kunye nezinto ezikrwada, i-manganese sulfate kulindeleke ukuba ihlale iqinile kwixesha elifutshane. Kucetyiswa ukuba abathengi banyuse uluhlu lwabo lwempahla ngokufanelekileyo.
3).
Ngokwemathiriyeli ekrwada: Nangona imfuno ye-titanium dioxide iye yaphucuka xa kuthelekiswa nexesha elidlulileyo, imeko yemfuno yokudakumba iyonke isekhona. Ukusilela koluhlu lwempahla yetitanium dioxide kubavelisi kusaqhubeka. Izinga lokusebenza lilonke lihlala likwindawo ehambelanayo. Unikezelo oluqinileyo lwe-ferrous sulfate heptahydrate luyaqhubeka. Xa kudityaniswe nemfuno ezinzileyo ye-lithium iron phosphate, imeko yemathiriyeli ekrwada ayikancitshiswa.
Kule veki, izinga lokusebenza kwabavelisi be-ferrous sulfate lalingama-75%, kwaye izinga lokusetyenziswa kwamandla lalingama-24%, lihleli lithe tyaba xa lithelekiswa neveki ephelileyo. Abavelisi bacwangciselwe kude kube nguNovemba-Disemba. Abavelisi abakhulu banqumle imveliso ngeepesenti ze-70, kwaye iingcaphuno zihlala ziphezulu kule veki. Ukongeza, unikezelo lwe-ferrous sulfate yemveliso luqinile, ixabiso lezinto eziluhlaza lixhaswa ngamandla, izinga lokusebenza lilonke le-ferrous sulfate alilungile, kwaye kukho uluhlu oluncinci lwamabala lwamashishini, oluzisa izinto ezifanelekileyo zokunyuka kwexabiso le-ferrous sulfate. Ukuqwalasela uluhlu lwamva nje lwamashishini kunye nesantya sokusebenza kwe-upstream, ithuba lokunyuka kwexesha elifutshane kwi-ferrous sulfate ayinakunyanzelwa.
4)Isulfate yobhedu/isiseko sekomityi yekloridi
Izinto eziluhlaza: Ukuphazamiseka rhoqo kwicala lokubonelela nge-ore yobhedu, unikezelo kunye nemfuno yepateni ye-ore yobhedu inokutshintsha ukusuka kwibhalansi eqinile ukuya ekunqongophelweni, kunye ne-Fed ingena kumjikelo wokunciphisa izinga kunye nekhaya kwixesha lemfuno ephezulu ye-"golden September kunye ne-Silver October", amaxabiso obhedu kulindeleke ukuba angene kumjikelo ophezulu.
Kwinqanaba elikhulu, ukuphazamiseka kokuvalwa korhulumente wase-US, ulindelo lokuthotywa kwamaxabiso kwixesha elizayo kunye nokudodobala koqoqosho kuye kwaphakamisa inkxalabo phakathi kwabatyali-zimali behlabathi malunga netyala ledola yaseMelika kunye netyala elikhulu lase-US, elithe lanyusa amaxabiso esinyithi. Uluhlu lwexabiso lobhedu ngeveki: 86,000-86,980 yuan ngetoni nganye.
Isisombululo se-Etching: Abanye abavelisi bemathiriyeli ekrwada baye bakhawulezisa ukuthengiswa kwenkunzi ngokusetyenzwa okunzulu kwesisombululo kwi-sponge copper okanye i-hydroxide yobhedu. Umlinganiselo weentengiso kwishishini le-sulfate yethusi liye lancipha, kwaye i-coefficient yokuthengiselana ifikelele phezulu.
Kule veki, izinga lokusebenza kwabavelisi besulfate yobhedu beliyi-100% kwaye izinga lokusebenzisa amandla libe ngama-45%, lishiyeke lithe tyaba xa lithelekiswa neveki ephelileyo. I-Inventory: I-hype ekupheleni kwemigodi iyaqhubeka nokutshisa, kwaye imigodi enkulu yobhedu kwihlabathi jikelele ijongene nobunzima bokuvelisa - i-Teck Resources yaseCanada iluthobile uqikelelo lwayo lwemveliso yomgodi we-QB waseChile ukuya ku-2028, kwaye i-ICSG ilucuthe uqikelelo lwayo lwentsalela yobhedu lwehlabathi ngo-2025 ukusuka kwi-289 ukuya kwi-0100 ukuya kwi-0100 ukuya kwi-0100 ukuya kwi-0100 ukuya kwi-1000 ukuya kwi-0100 ukuya kwi-0100 ukuya kwi-0100 ukuya kwi-1000 ukuya kwi-0100 ukuya kwi-1000 ukuya kwi-0100 ukuya kwi-0100 ukuya kwi-0100 ukuya kwi-0100 tons. Ukuvalwa kwemigodi yobhedu yase-Indonesia yaseGlasberg. Uluhlu lwempahla yobhedu lwe-LME lwehle lwaya kutsho kwi-139,475 yeetoni, ibetha into entsha esezantsi ukususela ekupheleni kukaJulayi. Imbuyekezo yemfuno kwimarike emva kweholide yoSuku lweSizwe lwaseTshayina yafaka umfutho we-bullish. Amaxabiso obhedu espot anyuke kabukhali kwaye ukuhanjiswa kwaba nzima. Ipremiyamu yahlala iphezulu. Abanini bempahla babemathidala ukuthengisa. Umsinga wasezantsi ugcine ukuthengwa okuyimfuneko. Amaxabiso ayeqinile. Kuzo zonke, amaxabiso obhedu kulindeleke ukuba atshintshe kwaye aqinise ngo-Oktobha. Kulindeleke ukuba i-copper sulfate / i-alkali yethusi iya kuqhubeka iguquguquka kwaye iphakame kwixesha elifutshane. Abathengi bayacetyiswa ukuba bazigcine ngokwempahla yabo.
5) Magnesium oxide
Imathiriyeli ekrwada: I-magnesite yezinto ekrwada izinzile.
Amaxabiso e-Magnesium oxide ayezinzile kule veki emva kweveki ephelileyo, iifektri zazisebenza ngokuqhelekileyo kwaye imveliso yayiqhelekile. Ixesha lokuhambisa lihlala malunga ne-3 ukuya kwiintsuku ze-7. Urhulumente uye wavala umthamo wemveliso obuya ngasemva. IiKilns azinakusetyenziselwa ukuvelisa i-magnesium oxide, kwaye iindleko zokusebenzisa amalahle e-fuel zinyuka ebusika. Abathengi bayacetyiswa ukuba bathenge ngokweemfuno zabo.
6) Magnesium sulfate
Izinto ezibonakalayo: Okwangoku, ixabiso le-asidi ye-sulfuric emantla lizinzile.
Okwangoku, izinga lokusebenza kwezityalo ze-magnesium sulfate yi-100%, kwaye imveliso kunye nokuhanjiswa kuqhelekileyo. Ixabiso le-asidi ye-sulfuric lizinzile kwinqanaba eliphezulu. Ngokudityaniswa nokunyuka kwexabiso le-magnesium oxide, ukunokwenzeka kokunyuka okungaphezulu akunakugwenywa. Abathengi bayacetyiswa ukuba bathenge ngokwezicwangciso zabo zemveliso kunye neemfuno ze-inventri.
7)I-calcium iodate
Izinto eziphathekayo: Imarike ye-iodine yasekhaya izinzile ngoku, ukunikezelwa kwe-iodine ecocisiweyo evela ngaphandle evela eChile izinzile, kwaye ukuveliswa kwabavelisi be-iodide kuzinzile.
Kule veki, izinga lokusebenza labavelisi be-calcium iodate laliyi-100%, lihlala lifana neveki edlulileyo. Ukusetyenziswa kwamandla kube ngama-34%, ehle nge-2% ukusuka kwiveki ephelileyo; Iingcaphuno ezivela kubavelisi abakhulu zahlala zizinzile. Unikezelo kunye nemfuno zilinganisiwe kwaye amaxabiso azinzile. Abathengi bayacetyiswa ukuba bathenge ngokwemfuno ngokusekelwe kwisicwangciso semveliso kunye neemfuno zoluhlu.
8)Sodium selenite
Ngokubhekiselele kwimathiriyeli ekrwada: Ixabiso lemarike langoku le-selenium ekrwada lizinzile, nto leyo ebonisa ukuba ukhuphiswano lokubonelela kwimarike yeselenium ekrwada luye lwanda kakhulu kutshanje, kwaye ukuzithemba kwemarike kunamandla. Kwakhona kube negalelo ekunyukeni ngakumbi kwexabiso leselenium dioxide. Okwangoku, lonke ikhonkco lokubonelela linethemba malunga nexabiso lemarike eliphakathi kunye nexesha elide.
Kule veki, abavelisi besampula be-sodium selenite basebenza kwi-100%, kunye nokusetyenziswa kwamandla kwi-36%, ehlala efulethini xa kuthelekiswa neveki edlulileyo. Iikowuteshini zabavelisi zihleli zizinzile kule veki. Amaxabiso ahlala ezinzile. Kodwa ukunyuka okuncinci akukhutshelwanga.
Kucetyiswa ukuba abathengi bathenge ngokwemfuno ngokusekelwe kwi-inventri yabo.
9) I-Cobalt chloride
Ngokubhekiselele kwizinto eziluhlaza: Amaxabiso e-cobalt ehlabathi ebesoloko enyuka ngokuqhubekayo ngexesha leholide yakutshanje. Ukususela kumhla wokugqibela wezibalo, iikowuteshini zomgangatho we-cobalt ezisemgangathweni zazikuluhlu lwe-$ 19.2- $ 19.9 ngeponti, i-alloy grade cobalt quotations yayikuluhlu lwe-$ 20.7- $ 22.0 ngeponti, i-coefficient yabathengisi bezinto eziphathekayo eziqhelekileyo zahlengahlengiswa ukuya kwi-90.0% ukuya kwiindleko zemveliso zasekhaya eziqhubekayo kunye ne-93.0. Imarike ye-cobalt yamazwe ngamazwe iyafudumala kwaye umthamo wokurhweba uyanda. Ukwandiswa kokuvalwa kwemigodi kwiDemocratic Republic of the Congo kwakufutshane kunokuba bekulindelwe, kodwa inkqubo ye-quota elandelayo iya kubetha kwimarike. Ngenxa yoko, ikamva le-cobalt yasekhaya liqhubekile nokunyuka kwaye libethe phezulu emva komnye.
Kule veki, izinga lokusebenza kwabavelisi be-cobalt chloride laliyi-100% kwaye izinga lokusebenzisa umthamo lalingama-44%, lishiyeke lithe tyaba xa lithelekiswa neveki ephelileyo. Abavelisi abakhulu baye bahlehlisa iikowuteshini, ukuqinisa inkxaso ye-cobalt chloride iindleko zezinto eziluhlaza kunye nokulindela ukunyuka kwamaxabiso kwixesha elizayo.
Kucetyiswa ukuba icala lemfuno lenze izicwangciso zokuthenga nokugcina isitokhwe kwiintsuku ezisixhenxe kwangaphambili ngokusekelwe kuluhlu lwempahla.
10) Iityuwa zeCobalt / potassium chloride / potassium carbonate / calcium formate / iodide
1. Iityuwa ze-cobalt: Iindleko zemathiriyeli ekrwada: Ukuvalwa kokuthumela kwamanye amazwe eCongo (DRC) kuyaqhubeka, ngokusekwe kwimarike yangoku, imathiriyeli ekrwada ye-cobalt yasekhaya kulindeleke ukuba isebenze ngamandla kwixesha elizayo. Iimarike ezinamandla zangaphandle zidibene ne-bullish sentiment kwicala lokubonelela, inkxaso yeendleko iqinile. Kodwa ulwamkelo olusezantsi lulinganiselwe, iinzuzo zinokwenzeka ukuba zicuthe, kwaye imeko iyonke iya kuba kukuguquguquka okuphezulu.
I-2.I-Overall downtrend: Umthamo ophezulu wokurhweba we-potassium chloride unqabile, ukufika kwe-potassium chloride evela kumazwe angaphandle kuye kwanda, i-inventory ye-port isondele kwi-1.9 yezigidi zeetoni, imeko yokubonelela okunamandla kunye nemfuno ebuthathaka ibonakala, kwaye kusekho umngcipheko wokuhla kwexabiso elongezelelweyo. Kukho indawo yokunciphisa ixabiso le-potassium carbonate.
3. Amaxabiso e-calcium formate aqhubekile nokuhla kule veki. Izityalo ze-formic acid ekrwada ziphinda ziqalise ukuveliswa kwaye ngoku zandisa imveliso yefektri ye-asidi ye-formic, ekhokelela ekwandeni komthamo we-asidi ye-formic kunye nokugqithiswa. Ngexesha elide, amaxabiso e-calcium formate ayehla.
Amaxabiso e-4 e-Iodide azinzile kule veki xa kuthelekiswa neveki ephelileyo.
Ixesha lokuposa: Oct-13-2025




