Kev Tshawb Fawb Txog Kev Lag Luam ntawm Cov Ntsiab Lus Qhia Txog Kab

Kuv,Kev tshuaj xyuas cov hlau uas tsis yog ferrous

Txhua lub lim tiam: Txhua hli:

1) Zinc sulfate

  ① Cov khoom siv raw: Zinc hypooxide: Kev muab khoom nruj heev thiab cov lus hais ntawm cov chaw tsim khoom tseem ruaj khov.

Keeb kwm yav dhau los ntawm tus nqi zinc hauv network: Kev xav ntawm cov lag luam loj yuav maj mam txias zuj zus, thiab tus nqi hlau tag nrho yuav raug kev nyuaj siab kho. Tus nqi zinc yuav ruaj khov, txawm tias tus nqi nce sai ua ntej lub caij nplooj ntoo hlav thiab kev nkag mus rau hauv lub caij so maj mam. Cov khoom muag hauv zej zog tsis tau sau ntau, thiab tus qauv khoom muag qis ua rau tus nqi zinc qis dua. Tsis tas li ntawd, cov khoom muag zinc hauv LME tam sim no nyob rau qib qis ntawm kwv yees li 110,000 tons, ua rau muaj kev txhawb nqa rau tus nqi. Tus nqi zinc yuav maj mam rov qab mus rau qhov tseem ceeb rau lub lim tiam tom ntej, hloov pauv li ntawm 24,900 yuan ib ton.

② Sulfuric acid: Tus nqi lag luam ruaj khov lub lim tiam no.

Tus nqi ua haujlwm ntawm cov neeg tsim khoom lub lim tiam no yog 68% (tsis hloov pauv ntawm lub lim tiam dhau los), thiab tus nqi siv peev xwm yog 58% (nce 7% ntawm lub lim tiam dhau los), tab sis cov xaj los ntawm cov neeg tsim khoom loj tau teem sijhawm txog nruab nrab mus txog rau thaum kawg Lub Ob Hlis, thiab kev xa khoom tseem nruj. Tus nqi siab ntawm zinc oxide, cov khoom siv tseem ceeb, tau muab kev txhawb nqa zoo rau cov nqi khoom. Nws xav tias tus nqi ntawm zinc sulfate yuav nyob ruaj khov ntawm qib siab hauv lub sijhawm luv luv.

2) Manganese sulfate

Cov khoom siv raw: ① Kev txhawb nqa tus nqi muaj zog: Tus nqi ntawm cov khoom siv raw manganese ore thiab sulfuric acid tseem ruaj khov, txuas ntxiv txhawb nqa tus nqi.

②Tus nqi ntawm cov kua qaub sulfuric tseem nyob siab thiab ruaj khov.

Lub lim tiam no, cov neeg tsim khoom ua haujlwm tau 67%, kev siv peev xwm yog 51%, tsis hloov pauv ntawm lub lim tiam dhau los, thiab cov xaj ntawm cov neeg tsim khoom loj tau teem sijhawm mus txog thaum kawg Lub Ob Hlis. Cov nqi ntawm cov khoom siv raw xws li manganese ore thiab sulfuric acid tseem ruaj khov, txuas ntxiv txhawb nqa cov nqi.

Tus nqi ntawm Manganese sulfate yuav tseem siab thiab ruaj khov. Raws li kev tshuaj xyuas ntawm cov khoom xaj ntawm cov tuam txhab thiab cov khoom siv raw, manganese sulfate yuav tseem ruaj khov rau lub sijhawm luv luv. Cov neeg siv khoom raug qhia kom yuav khoom raws li qhov xav tau.

3) Hlau sulfate

Hais txog cov khoom siv raw: Kev ua lag luam ferrous sulfate tam sim no nyob rau hauv qhov sib npaug ntawm "kev txwv kev muab khoom". Kev txiav cov khoom tsim tawm hauv kev lag luam titanium dioxide sab saud tau ua rau muaj kev txo qis hauv kev muab khoom ntawm nws cov khoom lag luam ferrous sulfate, uas tau raug hloov los ntawm kev lag luam lithium iron phosphate. Tus nqi ua haujlwm yog 80% (nce 20% ntawm lub hli dhau los), tab sis tus nqi siv peev xwm tseem nyob ntawm 25% (nce 6% ntawm lub hli dhau los), nrog rau kev rov qab tsim khoom tsawg.

Tam sim no, tag nrho cov nqi ua haujlwm ntawm ferrous sulfate hauv tsev tsis zoo, thiab cov lag luam muaj cov khoom muag me me heev, uas yog qhov zoo rau kev nce nqi ntawm ferrous sulfate. Xav txog cov qib khoom muag tsis ntev los no ntawm cov lag luam thiab cov nqi ua haujlwm sab saud, ferrous sulfate xav tias yuav nce siab hauv lub sijhawm luv luv. Nws raug pom zoo kom cov neeg siv khoom nce lawv cov khoom muag kom raug.

4） Tooj liab sulfate/copper chloride yooj yim

Nyob rau theem macro, Trump txoj kev xaiv tsa tus neeg sawv cev "hawkish" Kevin Walsh los hloov Powell ua tus thawj coj ntawm Federal Reserve zoo li "lub foob pob nuclear txoj cai" uas tawg lub khw. Kev txo qis ib ntus ntawm kev tsis paub meej txog kev nom kev tswv hauv Tebchaws Meskas tau dhau los ua qhov tseem ceeb, thiab kev txhawj xeeb ntawm kev ua lag luam txog Fed txoj kev ywj pheej tau txias zuj zus, ua rau lub hauv paus tseem ceeb uas tau txhawb nqa qhov nce sai ntawm tus nqi kub. Nrog rau kev poob qis ntawm cov hlau muaj nqis, kev kub ntxhov ntawm kev ua lag luam tau nthuav dav mus rau cov hlau, thiab cov hauv paus tseem ceeb yog nyob rau lub caij tsis siv rau kev noj thaum lub caij nplooj ntoo hlav, tus nqi tooj liab yav tom ntej ntawm Shanghai yuav hloov kho ntawm qib siab hauv lub sijhawm luv luv. Txawm li cas los xij, qhov nruab nrab - mus rau lub sijhawm ntev txhawb nqa rau tooj liab yav tom ntej tsis tau ploj mus, qhov xwm txheej ntawm qhov chaw kaw tseem tsis tau hloov pauv, kev txhawj xeeb txog cov se ntawm Tebchaws Meskas tseem muaj, kev pheej hmoo ntawm geopolitical tseem siab, thiab kev kub ntxhov ntawm Tebchaws Meskas thiab Iran txuas ntxiv mus thiab tuaj yeem ua rau muaj kev tsis sib haum xeeb hauv cheeb tsam. Nyob rau hauv kev sib xyaw ntawm ntau yam kev tsis paub meej, kev ua lag luam tooj liab Shanghai tau pom kev sib txawv ntau dua thiab kev hloov pauv ntau dua.
Sab Muab Khoom: Kev loj hlob ntawm kev tsim cov tooj liab thoob ntiaj teb tsuas yog 0.9% xwb, nrog rau qhov xwm txheej ntau zaus xws li Mantovede tawm tsam hauv Chile thiab Grasberg av qeeg hauv Indonesia, ICSG kwv yees tias yuav muaj qhov sib txawv ntawm 800,000 txog 1 lab tons hauv xyoo 2025. Tuam Tshoj txoj kev vam khom rau cov tooj liab uas xa tuaj ntau dua 90%, daim ntawv cog lus ntev TC poob qis rau $ 0 ib tuj, txoj cai txhawb nqa "kev koom tes txawv teb chaws + kev rov ua dua tshiab" kev pov hwm ob npaug, nrog lub hom phiaj ntawm cov tooj liab rov ua dua tshiab rau 28% los ntawm xyoo 2028. Cov neeg ua hlau raug kev nyuaj siab kom txiav kev tsim khoom vim yog cov nqi ua tiav qis. Cov zis tooj liab rov ua dua tshiab hauv tebchaws thaum Lub Kaum Ob Hlis yog 1.326 lab tons (nce 9.1% xyoo-rau-xyoo), tab sis cov khoom muag hauv zej zog tau sau txog 225,900 tons. COMEX cov khoom muag ntau dua 550,000 luv luv tons qhia txog qhov cuam tshuam ntawm US siphon. Tus nqi tooj liab xav tias yuav hloov pauv ntawm 100,000-102,000 yuan ib tuj lub lim tiam tom ntej. Hauv kev xaus lus, tus nqi tooj liab qhia txog kev ua siab ntev hauv qhov kev ua si macro bull/bear. Ceev faj txog kev rub rov qab siab hauv lub sijhawm luv luv. Hauv lub sijhawm nruab nrab thiab ntev, kev thov zog tshiab, tus nqi paj laum qis thiab cov nqi them rau kev pheej hmoo geopolitical txhawb nqa kev txav mus rau sab saud ntawm qhov chaw nqi tooj liab. Nws xav tias tus nqi tooj liab feem ntau yuav hloov pauv ntau yam hauv lub Ob Hlis.

Nyob rau lub sijhawm luv luv, tooj liab sulfate yuav hloov pauv ntawm qib siab. Cov neeg siv khoom raug qhia kom khaws cov khoom muag ib txwm.

5) Magnesium sulfate/magnesium oxide

Hais txog cov khoom siv raw: Tam sim no, sulfuric acid nyob rau sab qaum teb ruaj khov ntawm qib siab.

Tus nqi ntawm Magnesium oxide thiab magnesium sulfate tau nce siab. Qhov cuam tshuam ntawm kev tswj cov peev txheej magnesite, kev txwv cov khoom siv thiab kev kho kom zoo ib puag ncig tau ua rau ntau lub tuam txhab tsim khoom raws li kev muag khoom. Cov tuam txhab magnesium oxide uas hlawv hluav taws xob tau kaw rau hnub Friday vim yog cov cai hloov pauv peev xwm thiab kev nce nqi ntawm sulfuric acid, thiab tus nqi ntawm magnesium sulfate thiab magnesium oxide tau nce siab hauv lub sijhawm luv luv. Nws raug pom zoo kom khaws cia kom zoo.

6) Calcium iodate

Tus nqi ntawm cov iodine uas tau ua tiav tau nce me ntsis, qhov kev muab calcium iodate tsawg heev, qee lub chaw tsim khoom iodide raug kaw lossis tsim tsawg, thiab qhov kev muab iodide tsawg heev. Nws xav tias lub suab ntawm kev nce me ntsis ntawm iodide mus sij hawm ntev yuav tseem tsis hloov pauv. Nws raug pom zoo kom khaws cia kom zoo.

7） Sodium selenite

Hais txog cov khoom siv raw: Tus nqi ntawm cov hlau tsis yog ferrous txuas ntxiv nce siab. Tag nrho kev ua lag luam rau cov selenium nyoos thiab selenium dioxide tab tom txo qis hauv qhov ntim tab sis ruaj khov hauv tus nqi. Kev khaws cia ua ntej hnub so yog ceev faj. Kev txhawb nqa los ntawm kev thov siab kawg yog muaj zog dua li qhov hauv cov teb ib txwm muaj. Kev kwv yees peev ua rau muaj kev tsis txaus ntawm cov khoom siv raw vim yog qhov tsis xa khoom ntawm cov selenium nyoos thiab selenium dioxide. Cov khoom muag ntawm cov chaw tsim khoom qis thiab tus nqi raug nce siab. Yuav raws li qhov xav tau.

8) Cobalt chloride

Lub lim tiam dhau los, kev ua lag luam cobalt chloride tseem tsawg, tsis muaj kev hloov pauv loj hauv huab cua kev lag luam piv rau lub lim tiam dhau los. Cov lus hais tseem ceeb ntawm cov chaw ua smelters thiab cov tuam txhab rov ua dua tshiab tseem nyob saum 115,000 yuan ib tuj, thaum qee lub tuam txhab hais qis dua qib no me ntsis kom tau nyiaj rov qab ua ntej Lub Caij Nplooj Ntoos Hlav. Cov chaw tsim khoom siv hluav taws xob muaj kev thov sai vim muaj kev hloov pauv hauv cov cai xa khoom tawm, tab sis vim tias feem ntau cov tuam txhab muaj cov khoom siv raw txaus thaum ntxov thiab tus nqi cobalt chloride siab tam sim no, qhov kev txaus siab yuav khoom tiag tiag hauv kev ua lag luam feem ntau tsis muaj zog. Thaum Lub Caij Nplooj Ntoos Hlav los txog thiab kev thauj khoom yuav raug ncua, nws xav tias kev ua lag luam yuav tseem qeeb nrog tus nqi tab sis tsis muaj kev thov ua ntej lub caij nplooj ntoos hlav.

9） Cov ntsev Cobalt/potassium chloride/potassium carbonate/calcium formate/iodide

1. Cobalt: Qhov chaw ua lag luam hauv kev lag luam cobalt tau qaug zog, thiab cov nqi muag khoom tseem ruaj khov. Ntawm sab kev muab khoom, txhawb nqa los ntawm cov nqi khoom siv raw nce siab, cov lus hais ntawm cov chaw ua hlau tseem ruaj khov. Thaum kawg ntawm lub xyoo, lub hom phiaj yuav khoom ntawm cov lag luam downstream feem ntau tau qaug zog. Ua ke nrog kev rov qab los ntawm kev xa khoom ntawm Congolese maj mam thiab kev poob qis ntawm cov nqi electrolytic cobalt thiab lwm yam xov xwm uas ua rau kev lag luam tsis muaj zog, kev yuav khoom ntawm cov tuam txhab tau rov qab mus rau qhov kev thov khov kho. Nrog kev txhawb nqa zoo los ntawm cov nqi khoom siv raw upstream, nws xav tias cov nqi cobalt sulfate tseem yuav qhia tus qauv ntawm "feem ntau yuav nce dua li poob" hauv lub sijhawm luv luv.

2. Potassium chloride: Tus nqi yuav tsum ruaj khov txawm tias ua ntej Lub Caij Nplooj Ntoos Hlav. Tom qab lub rooj sib tham lav khoom siv rau lub Ib Hlis 27, yuav muaj kev hloov pauv me ntsis hauv cov nqi potash hauv kev ua lag luam, thiab ntau tus tub luam yuav ncua kev muag khoom ib ntus thiab tos thiab saib. Yog tias txoj cai tsis raug siv lossis kev siv zog txwv, cov nqi potash yuav nce dua, lossis tsawg kawg tseem ruaj khov. Nws raug pom zoo kom saib xyuas cov khoom lag luam hauv Hong Kong thiab ib puag ncig thoob ntiaj teb, thiab kom khaws cia thiab yuav khoom raws li qhov xav tau yav tom ntej.

3. Cov nqi lag luam formic acid hauv tebchaws tseem yuav ntsib qee qhov kev nyuaj siab, thiab cov chaw tsim khoom loj muaj cov phiaj xwm los txwv kev tsim cov formic acid. Qhov kev tsis sib haum xeeb tam sim no hauv kev muab khoom thiab kev thov hauv kev ua lag luam tseem tsis tau hloov pauv, thiab qhov kev nyuaj siab ntawm kev zom cov khoom muag tseem muaj. Nws yog ib qho tsim nyog yuav tsum tau them sai sai rau qhov kev hloov pauv ntawm kev muab khoom thiab kev thov hauv kev ua lag luam. Cov nqi Calcium formate yuav raug kho me ntsis lub lim tiam no, thiab nws raug pom zoo kom khaws cia raws li qhov xav tau.

4. Tus nqi iodide ruaj khov lub lim tiam no piv rau lub lim tiam dhau los.