Ingqwalasela yeMarike iyonke

Intsingiselo iyonke: Uphawu oluphambili lwemarike kule veki kukuba "i-macro inika indawo amashishini, ukubonelela kunye neemfuno kumisela ukunyuka nokuhla." Endaweni yokuzalisa imakethi ngazo zonke iinzuzo kunye nelahleko ezifanayo, uhlobo ngalunye luhamba ngokuzimeleyo ngokusekelwe kwiingxabano kwikhonkco lalo lokubonelela, lubonisa iphethini iyonke "yomnye onamandla, umahluko ombini, ubuthathaka obuthathu":

"Enye enamandla inyuka yodwa (ingqiqo yokuthumela ngaphandle): I-Manganese sulfate monohydrate yeyona inamandla kakhulu kule veki. Amandla aphambili avela ekunyukeni kwee-odolo zokuthumela ngaphandle ngenxa yomsantsa wokubonelela phesheya (ukumiswa kwemveliso kwiifektri zangaphandle), apho imveliso icwangciselwe ukuya kuthi ga phakathi ukuya ekupheleni kukaSeptemba, kwaye imfuno yasekhaya ngexesha lokungabikho kwexesha lonyaka ayibanga nampembelelo ingako kuyo.

Ukwahlukana kwangaphakathi "kwetyuwa yeZinc" (inkxaso yeendleko ngokuchasene noxinzelelo lwempahla): Zombini zezekhonkco lokubonelela nge-zinc, kodwa umkhwa uyahluka ngenxa yemizamo eyahlukeneyo yokulawula imveliso. I-monohydrate zinc kunye ne-active zinc ziyazuza kwi-active deep cuts kwimveliso kunye neendleko eziphezulu ze-secondary zinc oxide, kunye nokunikezelwa okuncinci kunye namaxabiso aqinileyo; Nangona ukuveliswa kwe-heptahydrate nako kwakulawulwa, kwakunzima ukunciphisa uxinzelelo oluphezulu lwempahla, kunye nemfuno ebuthathaka yeefayibha zeekhemikhali kunye nokucutshungulwa kwezimbiwa, kwaye ixabiso laliphantsi koxinzelelo lokuhla.

"Iintlobo ezincinci" ngokubanzi zibuthathaka (ukwehla kweendleko + ukuncipha kwemfuno): Iintlobo ezifana ne-ferrous sulfate kunye ne-sodium selenite zikwimeko "yokubulala kabini", xa izinto eziluhlaza zisihla kwaye imfuno ibuthathaka, amaxabiso ayaqhubeka nokuhla; I-calcium iodate kunye ne-cobalt chloride zikwimeko yokungalingani okubuthathaka ngenxa yokubonelela okubuthathaka kunye nemfuno.
Ingqwalasela yeveki ezayo: Ukuguquguquka kwe-macro veki nganye kuya kwanda, kwaye i-copper, i-zinc kunye ne-copper sulfate ziya kuba zezokuqala ukuchaphazeleka ukuba i-macro i-bearish (i-hawkish/i-dollar enamandla), ngelixa i-manganese sulfate monohydrate iya kuhlala inamandla ngenxa ye-export logic ezimeleyo; Ukuba i-macro i-positive (i-dovish/i-dollar ebuthathaka), inkxaso esezantsi ye-zinc salts iya kuba namandla ngakumbi.

Mna,Uhlalutyo lweentsimbi ezingezizo iintsimbi

Iveki neveki: Inyanga nenyanga:

	Iiyunithi	Iveki yesi-3 kaJulayi	Iveki yesi-4 kaJulayi	Utshintsho lweveki neveki	Ixabiso eliphakathi ngoJuni	Ixabiso eliphakathi ukusukela nge-24 kaJulayi	Utshintsho lwenyanga nenyanga
Imarike yeZinyithi zaseShanghai # Iingots zeZinki	IYuan/toni	24568	24474	↓94	24435	24478	↑43
Inethiwekhi yeeMetals zaseShanghai # Ubhedu lwe-Electrolytic	IYuan/toni	104320	105629	↑1309	104191	104082	↓109
Inethiwekhi yeeMetals zaseShanghai eOstreliya iMn46% i-manganese ore	IYuan/toni	43.31	43.13	↓0.2	45.65	43.13	↑0.49
Ixabiso le-iodine ecociweyo engeniswe ngaphandle yi-Business Society	IYuan/toni	635000	635000	-	635000	635000	-
Imarike yeZinyithi zaseShanghai iCobalt Chloride (co≥24.2%	IYuan/toni	102000	100550	↓1450	109940	102194	↓7746
Imarike yeZinyithi zaseShanghai iSelenium Dioxide	Yuan/ikhilogram	120	120	-	164.9	121.11	↓43.79
Izinga lokusetyenziswa komthamo wabavelisi be-titanium dioxide	%	71.53	72.69	↑1.16	74.46	72.03	↓2.43

I-Zinc sulfate

Icala lezinto eziluhlazaAmaxabiso e-sulfuric acid ahlala ezinzile

Icala lokubonelela: Ukuncipha kwemveliso kuqinisiwe, izinga lokusebenza lehle laya kwi-42% (phantsi nge-21% inyanga nenyanga), izinga lokusetyenziswa kwamandla libe yi-41% kuphela (↓14%), elona liphantsi kunyaka, unikezelo lwaqiniswa kakhulu.

Kwicala lemfuno: Ukuthengwa kokutya kwasekhaya kwenziwa xa kuyimfuneko, kwaye izichumisi zixhaswa sisixa esincinci kuphela esivela kwiqela kunye nezichumisi ezikhethekileyo; Kwicala lokuthumela ngaphandle, amaxabiso okuthutha impahla eMzantsi Melika ehlile kodwa iindleko ezipheleleyo zisaphezulu, kwaye ngezantsi kulindelekile ukuncitshiswa kwamaxabiso okungakumbi.

Izinto ezinkulu: Iimpahla zezentlalo zee-ingots ze-zinc zenyuka zaya kwiitoni ezingama-270,400, nto leyo eyenza ukunciphisa iimpahla kube nzima; Ukusetyenziswa kwezindlu nezakhiwo okubuthathaka; Kodwa iindleko zokucubungula i-zinc concentrate zahlala zizinzile kwi--750 yuan ngetoni yegolide, kwaye ilahleko yokunyibilikisa isinyithi yanyusa amaxabiso e-zinc.

Uqikelelo lwexabiso: Amaxabiso eZinc kulindeleke ukuba abe yi-24,430 yuan ngetoni kwiveki ezayo (ukususela kule veki), kodwa amaxabiso e-monohydrate zinc aza kuhlala ezinzile kwaye eqinile ngenxa yokunyuka kokunciphisa imveliso kunye nokuqina kweendleko. Kucetyiswa ukuba uthenge xa ufuna.

Icebiso: Thenga njengoko kufuneka ngokusekelwe kwimpahla yakho.

I-Manganese sulfate

Kwicala lezinto eziluhlazaAmaxabiso e-manganese ore kunye ne-sulfuric acid aphezulu kwaye aqinile, kwaye ixabiso eliphantsi liqinile.

Ubonelelo: Izinga lokusebenza yi-94% (iflethi), izinga lokusetyenziswa komthamo yi-72% (iflethi), iiodolo zicwangciselwe ukuya kuthi ga phakathi ekupheleni kukaSeptemba (iintsuku ezingama-55-60), unikezelo luncinci

Imfuno:Abavelisi be-manganese sulfate bamanye amazwe bayaqhubeka nokumisa imveliso, ii-odolo zokuthumela kwamanye amazwe ziya eTshayina, ukuthunyelwa kwamanye amazwe kuyachuma; Iimveliso zemveli ezifana nokutya kunye nesichumiso zisexesheni elingekhoyo, zigcina ukuthengwa ngexesha elifunekayo. Ukunyuka kokuthunyelwa kwamanye amazwe kuphambili kwimfuno.

Izinto ezinkulu: Akukho zinto zimbi ngokuthe ngqo, ukwehla kwamaxabiso okuthutha impahla kuluncedo kwiimpahla ezithunyelwa kwamanye amazwe.

Uqikelelo lwexabiso: Izinzile kwaye iqinile, amaxabiso ayo aqinile. Kucetyiswa ukuba uchaze ixesha lokuvelisa kwangaphambili kwaye ubeke ii-odolo ngexesha elingephi ukuqinisekisa ixesha lokuhambisa.

I-ferrous sulfate

Icala lezinto eziluhlaza: Akukho nkxaso icacileyo kwicala leendleko.

Icala lokubonelela: Izinga lokusebenza liyi-67% (elithe tyaba), izinga lokusetyenziswa komthamo liyi-27% (elithe tyaba), ukusilela okukhulu kwempahla.

Imfuno: Ukuthenga okusezantsi xa kufuneka, akukho ukwanda okukhulu kwimfuno.

Izinto ezinkuluAkukho mpembelelo iphambili ngqo.

Uqikelelo lwexabiso: Amanqanaba aphezulu empahla akunakwenzeka ukuba atshintshe kwixesha elifutshane, iipatheni zokubonelela kunye nemfuno azinakwenzeka ukuba zibuyele umva, amathuba okuhla ngakumbi awapheliswanga, ziziseko ezibuthathaka kakhulu.

I-Copper sulfate/i-copper chloride esisiseko

Isiphelo sezinto eziluhlaza:Ukubonelela ngesisombululo sokugrumba esincinci, esihamba ngakumbi kwiimveliso eziphakathi ezifana ne-sponge copper, isabelo esisetyenziselwa i-copper sulfate siyancipha.

Icala lokubonelela:Izinga lokusebenza yi-100% (ethe tyaba), izinga lokusetyenziswa komthamo yi-42% (ethe tyaba), ukuguquguquka okukhulu

Izinto: IUkumiswa korhwebo phakathi kwe-US ne-Iran kukhokelele ekwehleni okukhulu kwamaxabiso eoyile, kwaye uxinzelelo lokunyuka kwamaxabiso kunye nokunyuka kwenzala kuye kwehla kancinci. Ubuthathaka bedola yaseMelika bube luncedo kumaxabiso ekopolo. Ukuphazamiseka ekupheleni kwemigodi kuye kwanda okanye kwehla ngaxeshanye. Uluhlu oluphantsi lwekopolo eLondon kunye nomgangatho omtsha weendawo zokugcina intlalo zasekhaya zibonelela ngenkxaso. Nangona kunjalo, amaxabiso aphezulu ekopolo aye acinezela imfuno ebalulekileyo ephantsi, kwaye ukurhoxiswa okuncinci kweerisithi zokugcina i-kopolo eLondon kuye kwandisa ukunikezelwa okukhoyo. Phakathi kwecandelo lesinyithi esingena-ferrous, ubhedu lunezona zinto zibalulekileyo. Nangona imeko ye-US-Iran ipholile, ingqiqo ephezulu yamaxabiso ekopolo ayizange ishukunyiswe. Kwelinye icala, iirhafu zase-US ezingasonjululwanga kwikopolo ziye zabangela ukuba abarhwebi behlabathi basebenzise ithuba lexesha lokuthumela ubhedu e-US, kwaye le "mphumo we-siphon" ikhokelele kumaxabiso aqinileyo kakhulu kwiindawo ezingezizo zase-US, ngakumbi ngaphakathi nangaphandle kwe-LME. Iimpahla zasekhaya ziye zehla zaya kwinqanaba lazo eliphantsi ukusukela ngo-2024, iiprimiyamu ze-spot ziphezulu, kwaye abanini bazo banomnqweno omkhulu wokubamba amaxabiso. Kwelinye icala, icala lemfuno libonisa uphawu "lokungabi buthathaka ngexesha lokungabikho kwexesha". Phantsi kwempembelelo yerhafu, uluhlu lwezinto zethusi zeLme lwehle lwaya kutsho kwixabiso eliphantsi leenyanga ezine ezinesiqingatha. Imigodi yaphesheya kwezilwandle ibone ukunyuka okuhlukeneyo kunye nokwehla kwemveliso, kodwa ukunyuka ngokubanzi bekulinganiselwe kwaye kunzima ukutshintsha ibhalansi eqinileyo phakathi kokunikezelwa kunye nemfuno. Amaxabiso ethusi kulindeleke ukuba ahlale eqinile.

3) Imbono yeendlela eziza kwenzeka kwixesha elizayo:

Uqikelelo lwexabiso: I-CopperAmaxabiso anyuke kakhulu kule veki ngenxa yokuphazamiseka kokunikezelwa kwezinto eziluhlaza okubangelwe kukudilika kodaka eChile; Kodwa kwiveki ezayo kulindeleke ukuba kulawulwe zizinto ezimbi kakhulu (ingxabano yaseMbindi Mpuma, idola yaseMelika enamandla), kwaye amaxabiso obhedu aphantsi koxinzelelo, kwaye uluhlu oluphambili kulindeleke ukuba lube yi-103,500-104,500 yuan ngetoni. Kukho amathuba aphezulu okuba amaxabiso obhedu awe kwiveki ezayo, kwaye ukuhla kwangempela kuya kuxhomekeka kubonelelo lwezinto eziluhlaza kunye neendleko zomenzi. Kucetyiswa ukuba uthenge ngokuguquguquka ngexesha elifanelekileyo.

Ingcebiso: Thenga ngendlela eguquguqukayo ngokusekelwe kwisantya semveliso kunye noluhlu lwezinto ezisetyenzisiweyo.

1) Ixabiso langoku

2) Ixabiso lekopolo liye landa kwiminyaka emihlanu edlulileyo (2021-2026): Isishwankathelo sexabiso leminyaka emihlanu: Ukuya phezulu - ukurhoxa - ukujika ecaleni - ukuqhambuka kwakhona - Ukuhlanganiswa okuphezulu. Okwangoku ikwinqanaba eliphezulu kwiminyaka emihlanu edlulileyo.

I-Magnesium sulfate/i-magnesium oxide

Ngokuphathelele izinto ezisetyenziswa luhlaza: Ixabiso le-magnesium oxide belizinzile kutshanje. Ukuncitshiswa kokukhuselwa kwendalo kuncitshisiwe kancinci, kwaye ixabiso le-magnesium oxide lisenokuwohloka njengoko ezinye iifektri ezincinci ziqala ukuvelisa kwakhona. Amaxabiso e-sulfur aqhubekile nokunyuka, amaxabiso e-sulfuric acid ahlala ephezulu, i-magnesium sulfate ibisoloko idityaniswa kwinqanaba eliphezulu, kwaye i-magnesium monohydrate inyuke ngokuthe chu. Ixesha eliphezulu lokufuywa kwezilwanyana zasemanzini liye lehla, iindleko zezinto eziluhlaza kunye namandla ziphezulu, imakethi yexesha elifutshane inamandla kwaye iyaguquguquka, kwaye kunokwenzeka ukuba inyuke kunokuba iwe kwimakethi yexesha elizayo. Kucetyiswa ukuba kuzaliswe izitokhwe ngeebhetshi njengoko kufuneka.

I-calcium iodide

Imakethi ye-iodine ikwinqanaba eliphezulu kodwa ibuthathaka. I-iodine ecociweyo yezinto eziluhlaza iqinile, inika inkxaso yeendleko. Abavelisi basebenza kakuhle kwaye banobonelelo olwaneleyo. Ukutya okusezantsi kuzaliswa kuphela ngee-odolo ezincinci zemfuno ebalulekileyo, urhwebo lulula, amaxabiso exesha elifutshane abuthathaka kancinci. Zalisa njengoko kufuneka.

I-Sodium selenite

I-selenium ekrwada iyatshintshatshintsha kwinqanaba eliphantsi, kunye nobonelelo oluninzi lweemveliso eziphuma kwi-smelting kunye norhwebo olulula; I-selenium dioxide ibuthathaka kunye nezinto eziluhlaza. I-sodium selenite ekumgangatho wokutya izinzisa amaxabiso ngokusekelwe kwimfuno enamandla evela kwi-aquaculture, kunye neendleko eziphezulu njengenkxaso. Imarike iyonke ijongiwe, kwaye umkhwa wexesha elifutshane woluhlu oluncinci lozinzo olubuthathaka uyaqhubeka. Thenga ngokufunwa.

I-Cobalt chloride

I-Cobalt chloride, i-cobalt oxide, i-lithium cobalt oxide synchronous oscillation consolidation. I-Cobalt chloride yayeka ukuhla yaza yazama ukunyusa amaxabiso, kodwa urhwebo belucotha; i-Cobalt tetroxide idityaniswa nemfuno ebuthathaka; i-Lithium cobalt oxide iphantsi koxinzelelo, ukunyuka kwe-lithium carbonate akuzange kubangele iikowuteshini, kwaye ixabiso lilonke lahlala lizinzile. Thenga xa ufuna.

I-potassium chloride/potassium carbonate/calcium formate/iodide

1. I-Potassium chloride: Ixabiso le-potassium chloride liyehla, kodwa inkxaso yalo isekhona, ngoko ke musa ukuphelelwa lithemba kakhulu ngokuba li-bearish okanye lifutshane. Imarike yorhwebo lwemida iye yehla kakhulu. Imeko elandelayo yokungenisa impahla iya kujongwa ngokusondeleyo. Ukuthengiswa kwe-potassium sulfate kube kubi, i-sulfuric acid iye yehla kancinci kwezinye iindawo, kwaye nangona amashishini okucubungula eqhubeka nokulahlekelwa, kukho ithuba lokwehla kancinci kwexabiso. Yizalise njengoko kufuneka.

2. I-asidi ye-formic ibisoloko ihla. Ukuthunyelwa okuphuculweyo kwangaphambili kubuyisele uluhlu lwezinto ezisetyenzisiweyo kuluhlu olufanelekileyo, kuxhasa umgangatho wemarike; Kodwa ukusetyenziswa okusezantsi kubuthathaka ngexesha lokungabikho kwexesha, kungabikho mandla aphezulu, kwaye amaxabiso kulindeleke ukuba ahlangane kancinci kwixesha elifutshane. Kucetyiswa ukuba kugcinwe ngononophelo ngokusekelwe kwimfuno.

3. Amaxabiso e-iodide ahlala ezinzile kule veki xa kuthelekiswa nala veki iphelileyo.