Kev Tshawb Fawb Txog Kev Lag Luam ntawm Trace Elements hauv lub lim tiam thib plaub ntawm lub Kaum Ob Hlis

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: Macroscopically, kev ua lag luam tseem txhawj xeeb txog cov ntaub ntawv ua haujlwm hauv Tebchaws Meskas, thiab tus nqi ntawm cov nyiaj tau poob qis, ua rau cov nqi ntawm cov hlau tsis yog ferrous feem ntau nce. Hauv cov ntsiab lus ntawm cov hauv paus, sab neeg siv khoom tau raug rub tawm me ntsis los ntawm cov lus ceeb toom ib puag ncig uas tau tshaj tawm hauv ntau qhov chaw thoob plaws lub tebchaws; Ntawm sab kev muab khoom, cov nqi ua tiav rau zinc concentrate tseem qis, cov txiaj ntsig ntawm cov smelters raug nias, thiab qee cov chaw tsim khoom tau siv kev txiav thiab kaw ntau lawm, ua rau kev muab khoom txo qis. Kev txhawb nqa kev muab khoom zinc ingot hauv tebchaws yog qhov pom tseeb heev. Zuag qhia tag nrho, cov nqi zinc feem ntau yog txhawb nqa los ntawm sab kev muab khoom, thiab nws xav tias cov nqi zinc network yuav nyob ib puag ncig 23,200 yuan ib tuj lub lim tiam tom ntej.

② Sulfuric acid: Thaum Lub Kaum Ob Hlis 18, cov neeg sawv cev los ntawm National Development and Reform Commission, China Sulfuric Acid Industry Association, China Phosphate and Compound Fertilizer Industry Association, thiab cov tuam txhab tseem ceeb tau tuaj koom lub rooj sib tham. Lub rooj sib tham tau hu rau cov lag luam sulfuric acid thiab phosphate compound fertilizer kom ntseeg tau tias muaj kev muab khoom thiab tus nqi ruaj khov ntawm cov chiv tam sim no, thiab xav kom cov tuam txhab smelting acid khaws tus nqi muag ntawm sulfuric acid tsis pub siab dua qib ntawm Lub Kaum Ob Hlis 11, 2025, kom ntseeg tau tias kev ua haujlwm ruaj khov ntawm kev ua lag luam. Yuav muaj kev saib xyuas ntxiv rau cov lus tawm tswv yim ntawm kev ua lag luam txog tus nqi ntawm sulfuric acid yav tom ntej. Cov cai xa khoom nruj ua ntej rau cov chiv phosphate ua rau tus nqi sulfuric poob qis, tab sis tus nqi lag luam sulfuric acid tsis tau ua raws li lub sijhawm tam sim no. Tus nqi siab tam sim no ruaj khov, thiab qee lub lag luam xav tias yuav muaj zog ntxiv vim muaj kev muab khoom thiab kev thov hauv cheeb tsam. Lub lim tiam no, tus nqi lag luam tau qhia txog kev sib txawv hauv cheeb tsam.

Hnub Monday, tus nqi ua haujlwm ntawm cov neeg tsim cov zinc sulfate dej yog 68%, poob qis 15% ntawm lub lim tiam dhau los; Kev siv peev xwm yog 68%, nce 5% ntawm lub lim tiam dhau los. Cov xaj ntawm cov chaw tsim khoom loj tau teem sijhawm txog nruab nrab mus rau thaum ntxov Lub Ib Hlis. Cov nqi khoom siv raw siab muab kev txhawb nqa ruaj khov rau tus nqi zinc sulfate, thiab kev ua lag luam tam sim no tseem ruaj khov ntawm qib siab. Tib lub sijhawm, kev xa khoom xa tawm sai thiab kev rov pib dua ntawm cov lus nug tau muab kev txhawb nqa ntxiv rau kev nce nqi. Cov neeg siv khoom raug qhia kom xauv cov xaj ua ntej raws li qhov tsim nyog raws li lawv cov khoom muag thiab lub voj voog xa khoom.

2) Manganese sulfate

Hais txog cov khoom siv raw: ① Manganese ore kev ua lag luam manganese ore nqi tseem siab thiab ruaj khov

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

Lub lim tiam no, tus nqi ua haujlwm ntawm cov neeg tsim khoom manganese sulfate yog 90% thiab tus nqi siv peev xwm yog 62%, tseem nyob ruaj khov piv rau lub lim tiam dhau los. Cov xaj ntawm cov chaw tsim khoom loj tau teem sijhawm txog rau thawj kaum hnub ntawm Lub Ib Hlis, thiab qee qhov txog rau nruab nrab mus txog lig Lub Ib Hlis. Cov chaw tsim khoom muaj cov xaj txaus nyob rau theem thaum ntxov thiab tau teem sijhawm xa khoom. Raws li kev tshuaj xyuas ntawm cov khoom xaj ntawm cov tuam txhab thiab cov khoom siv raw, manganese sulfate yuav nyob ruaj khov rau lub sijhawm luv luv. Cov neeg siv khoom raug qhia kom yuav khoom raws li qhov xav tau.

3) Hlau sulfate

Cov Khoom Siv Raw: Raws li cov khoom lag luam ntawm titanium dioxide, nws cov khoom siv raug txwv los ntawm kev lag luam tseem ceeb. Cov khoom muag ntau tam sim no thiab kev muag khoom qeeb hauv kev lag luam titanium dioxide, nrog rau kev kaw ntawm qee lub chaw tsim khoom, tau ua rau muaj kev txo qis ntawm cov zis ntawm ferrous sulfate. Lub caij no, qhov kev thov rau lithium hlau phosphate ruaj khov thiab txuas ntxiv mus rau qee cov khoom siv raw, ua rau muaj kev txwv ntawm cov khoom noj khoom haus.

Lub lim tiam no, cov chaw tsim khoom loj tau ncua cov lus hais. Vim tias cov chaw tsim khoom loj hauv kev ua lag luam tsis muaj peev xwm rov ua haujlwm ua ntej Hnub Xyoo Tshiab, feem ntau cov khw muag khoom qis dua muaj kev cia siab "bullish" rau cov nqi ferrous sulfate. Tus nqi ntawm ferrous sulfate yuav nce ntau dua li poob. Nrog kev txhawb nqa zoo los ntawm cov nqi khoom siv raw thiab kev ncua cov lus hais hauv qee thaj chaw, nws xav tias tus nqi ntawm ferrous sulfate yuav qhia txog kev nce siab hauv lub sijhawm nruab nrab thiab luv luv.

Nws raug pom zoo tias qhov kev thov sab yuav khoom raws li nws qhov xwm txheej tsim khoom.

4） Tooj liab sulfate/copper chloride yooj yim

Nyob rau theem macro, Fed cov kev tshawb fawb qhia tias cov nqi se yuav ua rau kev nce nqi siab dua xyoo tom ntej, thaum Tus Thawj Kav Tebchaws Waller tawm tswv yim kom txo cov nqi ntxiv raws li kev ua lag luam, qhia txog kev sib npaug ntawm nws txoj cai tswj kev nce nqi thiab kev ruaj khov ntawm kev lag luam, uas feem ntau zoo rau cov nqi hlau.

Hais txog cov hauv paus tseem ceeb, cov khoom muag tam sim ntawd muaj ntau thiab cov neeg tuav khoom muag khoom, tab sis kev lag luam tsis zoo; Kev thov tsis muaj zog thaum kawg ntawm lub xyoo los txog. Zuag qhia tag nrho, kev txhawb nqa loj rau tus nqi tooj liab yog qhov pom tseeb, tab sis kev txo qis ntawm kev thov los ntawm tus nqi siab kuj maj mam tshwm sim. Tsis tas li ntawd, kev thov hauv tsev tseem muaj zog thaum muaj kev cia siab ntawm kev siv tsis yog lub caij, thiab kev rov pib dua qeeb ntawm cov chaw tsuas thoob ntiaj teb thiab cov khoom lag luam hauv zej zog qis tseem ua rau muaj kev tsis txaus. Nws xav tias tus nqi tooj liab yuav ua haujlwm nyob rau hauv qhov ntau ntawm 91,500-92,500 yuan ib tuj lub lim tiam tom ntej, thiab kev txhawb nqa tus nqi ntawm tooj liab sulfate tseem ruaj khov.

Cov neeg siv khoom raug qhia kom siv lawv cov khoom muag kom zoo dua thaum tus nqi tooj liab poob qis dua, kom ntseeg tau tias muaj khoom siv thaum tswj tus nqi.

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

Cov khoom siv raw: Tus nqi ntawm cov iodine refined tau nce me ntsis hauv lub quarter thib plaub. Kev muab calcium iodate tsis txaus. Qee lub tuam txhab tsim iodide tau ncua kev tsim khoom lossis kev tsim khoom tsawg. Kev muab iodide yuav tsum ruaj khov thiab nce me ntsis hauv lub sijhawm ntev. Nws raug pom zoo kom khaws cia kom zoo.

7） Sodium selenite

Hais txog cov khoom siv raw: Kev ua lag luam selenium tsis muaj zog thaum kawg ntawm lub xyoo, nrog rau kev lag luam me me. Tus nqi nruab nrab ntawm cov selenium nyoos thiab disselenium hloov pauv qis, thaum tus nqi ntawm cov hmoov selenium thiab cov ntsiav tshuaj selenium tseem tsis hloov pauv. Kev rov ua dua tshiab kawg tab tom xaus, cov nyiaj speculative nyob ntawm ntug, thiab tus nqi nyob rau hauv lub sijhawm luv luv. Yuav raws li qhov xav tau.

8) Cobalt chloride

Cov lus hais txog cov hlau cobalt hauv tebchaws tau ruaj khov heev. Lub kaw lus quota ntawm Congolese tau ua rau muaj kev tsis txaus ntawm cov khoom siv, thiab cov nqi yuav nce siab. Cov neeg ua haujlwm khawb Cobalt tuaj yeem khaws cov lus hais txog kev xa tawm cobalt ntawm Congolese rau xyoo 2025, thiab xa tawm cov khoom cobalt los ntawm Indonesia thiab Russia los ua kom muaj qee qhov tsis txaus ntawm cov khoom siv cobalt raw. Tus nqi ntawm cov ntsev cobalt tau nce siab thiab tus nqi ntawm lithium cobalt oxide tau ruaj khov. Cov xov xwm zoo tseem nyob. Tus nqi cobalt thoob ntiaj teb tab tom nce siab, tab sis cov yam zoo thiab cov yam tsis zoo tab tom qaug zog rau kev lag luam cobalt hauv tebchaws. Khaws cia kom zoo thiab txaus.

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

1. Cov ntsev Cobalt: Sab Muab Khoom: Lub kaw lus quota hauv Democratic Republic of the Congo tau ua rau muaj kev tsis txaus ntawm cov qauv. Congolese cov quotas xa khoom tau nruj heev. Democratic Republic of the Congo, lub ntiaj teb tus tsim khoom loj tshaj plaws ntawm cobalt, yuav tsim 220,000 tons hauv xyoo 2024, suav txog 76% ntawm tag nrho thoob ntiaj teb. Lub teb chaws tau txwv tsis pub xa khoom cobalt thaum Lub Ob Hlis 2025 thiab hloov mus rau lub kaw lus quota thaum Lub Kaum Hli: kev xa khoom tsuas yog 18,125 tons rau xyoo 2025 seem thiab quota ntawm 96,600 tons ib xyoos rau xyoo 2026-2027, txo 56% ntawm kev xa khoom tiag tiag hauv xyoo 2024. Txoj cai tau ua rau muaj kev txo qis txog 200,000 tons hauv kev muab khoom cobalt thoob ntiaj teb, lossis 40% ntawm kev thov txhua xyoo. Ua ke nrog ob qho tsav tsheb ntawm lub zog tshiab thiab kev thov AI, lawv tsim cov laj thawj tseem ceeb rau qhov nruab nrab - mus rau lub sijhawm ntev ntawm cov nqi cobalt. Nyob rau lub sijhawm luv luv, tus nqi ntsev cobalt yuav tseem tsis ruaj khov lossis ruaj khov ntawm qib siab. Tom qab ntawd, yog tias muaj kev nce ntxiv ntawm kev xa khoom cobalt nruab nrab los ntawm Democratic Republic of the Congo lossis kev rov qab los ntawm kev thov rov qab, tus nqi yuav nce ntxiv.

2. Potassium chloride: Tus nqi ntawm potassium yog ruaj khov, tab sis qhov kev thov tsis muaj zog thiab tsis muaj ntau qhov kev lag luam. Qhov ntim khoom xa tuaj yog loj thiab cov khoom lag luam ntawm chaw nres nkoj tsis tau nce ntau tsis ntev los no. Qhov kev ruaj khov tsis ntev los no yog cuam tshuam nrog kev tshuaj xyuas cov khoom khaws cia hauv xeev. Cov khoom yuav raug tso tawm tom qab Hnub Xyoo Tshiab. Yuav raws li qhov kev thov yav tom ntej.

3. Qhov kev tsis txaus siab ntawm kev muab khoom thiab kev thov hauv kev ua lag luam formic acid tseem tsis tau hloov pauv, thiab muaj kev nyuaj siab loj heev rau kev zom cov khoom muag. Kev thov hauv qab no tsis zoo li yuav pom kev txhim kho zoo hauv lub sijhawm luv luv. Hauv lub sijhawm luv luv, tus nqi tseem yuav hloov pauv thiab tsis muaj zog, thiab qhov kev thov rau calcium formate yog qhov nruab nrab. Nws raug pom zoo kom them sai sai rau kev ua lag luam formic acid thiab yuav raws li qhov xav tau.

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