Plaub lub lis piam ntawm Lub Kaum Hli Ntuj Trace Elements Market Analysis

Trace Elements Market Analysis

kuv,Kev soj ntsuam ntawm cov hlau tsis muaj hlau

Lub lis piam-rau-lub lim tiam: Lub hli-rau-hli:

1) Zinc sulfate

  ① Cov ntaub ntawv nyoos: Zinc hypooxide: Kev sib pauv hloov pauv ua rau lub xyoo tshiab.

Cov nqi zinc hauv paus: Ntawm qib macro, qhov tsis muaj zog ntawm geopolitical influence thiab txias ntawm kev pheej hmoo aversion sentiment, ntawm lub hauv paus, cov khoom muag txawv teb chaws qis thiab cov nqi qis ntawm kev ua haujlwm hauv tsev ib txwm txhawb cov nqi zinc. Txawm li cas los xij, tom qab lub qhov rais xa tawm qhib, cov zinc ingot export ntim hauv tsev yog qhov txwv thiab cov qauv ntawm cov khoom siv ntau dhau yog qhov nyuaj rau hloov. Nws cia siab tias cov nqi zinc yuav nyob ruaj khov nyob rau lub sijhawm luv, nrog rau kev ua haujlwm ntawm 21,900-22,400 yuan ib tuj.

② Sulfuric acid nqi nyob ruaj khov nyob rau theem siab thoob plaws lub tebchaws. Soda tshauv: Cov nqi tau ruaj khov rau lub lim tiam no.

Hnub Monday, kev khiav hauj lwm tus nqi ntawm cov dej zinc sulfate cov neeg tsim khoom yog 89% thiab cov peev txheej siv tau yog 74%, seem tiaj tus piv nrog lub lim tiam dhau los. Cov tuam txhab loj tau tso cov xaj kom txog rau thaum nruab nrab Lub Kaum Ib Hlis.

Lub lim tiam no, qhov kev txiav txim txuas ntxiv ntawm cov tuam ntxhab tau tsim nyog, tshuav nyob ib puag ncig ib hlis. Tom qab me ntsis poob ntawm cov nqi lub lim tiam dhau los, tab sis nrog cov nqi raw khoom ruaj khov, nws xav tias cov nqi yuav nyob twj ywm tsis muaj zog thiab ruaj khov tom qab. Cov neeg siv khoom raug qhia kom yuav khoom raws li qhov xav tau.

2) Manganese sulfate

Hais txog cov khoom siv raw: ① Manganese ore kev lag luam tau ruaj khov nrog kev hloov pauv me ntsis thiab rov ua dua thaum pib ntawm lub lim tiam. Nrog kev nce me ntsis ntawm cov nqi yav tom ntej txawv teb chaws, tus nqi ntawm South African semi-carbonate manganese ore maj mam rebounded. Txawm li cas los xij, kev lag luam qis qis qis tseem tsis muaj zog thiab ruaj khov, ua rau cov chaw tsim khoom yuav tsum tau ceev faj txog cov khoom siv raw khoom, thiab tag nrho cov ore nqi hloov pauv tau raug txwv.

②Sulfuric acid tseem nyob ruaj khov nyob rau theem siab lub lim tiam no.

Lub lim tiam no, kev khiav hauj lwm tus nqi ntawm manganese sulfate cov neeg tsim khoom yog 76%, nqis 14% ntawm lub lim tiam dhau los; Kev siv peev xwm yog 53%, nqis 7% ntawm lub lim tiam dhau los. Cov tuam txhab lag luam loj tau teem sijhawm kom txog rau thaum nruab nrab rau lub Kaum Ib Hlis. Cov neeg tsim khoom hover ib ncig ntawm cov nqi tsim khoom, thiab cov nqi yuav tsum nyob ruaj khov. Kev xa khoom tensions yooj yim thiab cov khoom siv thiab kev thov yog qhov ruaj khov. Raws li kev soj ntsuam ntawm kev lag luam kev txiav txim ntim thiab cov khoom siv raw, manganese sulfate yuav nyob twj ywm ntawm tus nqi siab thiab ruaj khov nyob rau lub sijhawm luv luv, nrog cov tuam txhab hovering nyob ib ncig ntawm cov nqi tsim khoom. Nws cia siab tias tus nqi yuav nyob ruaj khov thiab cov neeg siv khoom tau qhia kom nce cov khoom muag kom tsim nyog.

3) ferrous sulfate

Nyob rau hauv cov nqe lus ntawm raw cov ntaub ntawv: Kev thov rau titanium dioxide tseem sluggish, thiab kev khiav hauj lwm tus nqi ntawm titanium dioxide manufacturers yog tsawg. Ferrous sulfate heptahydrate yog ib yam khoom hauv titanium dioxide ntau lawm txheej txheem. Qhov xwm txheej tam sim no ntawm cov tuam txhab tsim khoom ncaj qha cuam tshuam rau kev lag luam khoom lag luam ntawm ferrous sulfate heptahydrate. Lithium hlau phosphate muaj qhov xav tau ruaj khov rau ferrous sulfate heptahydrate, ntxiv txo cov khoom ntawm ferrous sulfate heptahydrate rau kev lag luam ferrous.

Lub lim tiam no, kev khiav hauj lwm tus nqi ntawm ferrous sulfate cov neeg tsim khoom yog 75%, qhov peev xwm siv tau yog 24%, tsis hloov pauv ntawm lub lim tiam dhau los, thiab cov neeg tsim khoom xaj tau teem sijhawm mus txog rau lub Kaum Ib Hlis. Txawm hais tias ferrous sulfate heptahydrate tseem nyob rau hauv cov khoom luv luv, qee cov tuam ntxhab tau tshaj tawm cov khoom muag ntawm cov ferrous sulfate tiav, thiab nws tsis tau txiav txim siab tias cov nqi yuav poob me ntsis hauv lub sijhawm luv.

Nws raug pom zoo tias sab xav tau ua cov phiaj xwm yuav khoom ua ntej hauv qhov pom ntawm cov khoom muag.

4) tooj liab sulfate / tooj liab chloride

Raws li cov khoom siv raw: tooj liab tus nqi tau nce thiab tom qab ntawd hloov pauv. Tuam Tshoj thiab Asmeskas rov pib kev sib tham. tariff siab eased me ntsis. Tsoomfwv Meskas tseem raug kaw. Cov ntaub ntawv ua haujlwm tsis tau tso tawm. Txawm hais tias Powell lub dovish stance tau coj mus rau qhov kev cia siab ntawm kev txiav nqi, lub sij hawm lub qhov rais ntawm macro xwm txheej cuam tshuam tseem tsis tau tas. Ua tib zoo mloog lub rooj sib tham tus paj laum. Tsis muaj xov xwm ntawm kev rov pib ua haujlwm ntawm Grasberg tooj liab mine. Muaj kev cuam tshuam ntau dua ntawm qhov kawg ntawm kuv qhov kawg thiab smelting profit ib puag ncig yog hnyav. Txoj kev los ntawm nruj tooj liab mov mus rau txo smelting muaj peev xwm tsis du. Kev txais tos hauv qab dej yog qhov tseem ceeb sib txawv. Tam sim no, kev noj zaub mov thaum lub caij nyoog ib txwm muaj tsawg dua li xyoo tas los.

Nyob rau qib macro, kev cia siab zoo hauv Sino-US kev sib tham thiab cov khoom tsis txaus tau txhawb nqa qhov kev xav tau ntawm hlau. Sino-US kev sib tham txog nyiaj txiag thiab kev lag luam tau pib rau 24th. Kev ua lag luam cia siab tias kev lag luam kev lag luam yuav raug ncua, thiab cov tub ua lag luam 'kev pheej hmoo txaus ntshai tau sov so, thawb kev cia siab rau kev lag luam hlau xav tau. Cov nqi tooj liab yav tom ntej tau nce siab vim qhov tshwm sim, tsoo qhov siab tshiab txij li lub Tsib Hlis xyoo tas los thiab ua tau zoo heev. Qhov tsis txaus ntawm cov khoom siv los ntawm cov mines txawv teb chaws tseem ceeb tau ua rau muaj kev txhawj xeeb ntxiv, thiab International Copper Research Group (ICSG) tau txo nws qhov kev kwv yees rau kev loj hlob tooj liab hauv 2025 rau 1.4%, qis dua nws qhov kev cia siab yav dhau los ntawm 2.3%. Kev thov muaj zog los ntawm Tuam Tshoj thiab thoob ntiaj teb tau ua rau muaj qhov sib txawv ntawm cov khoom siv dav dav. Kev lag luam kev xav hauv qhov chaw ua lag luam tau txhim kho, thiab nrog rau qhov muaj peev xwm ntawm kev hoarding txawv teb chaws, cov nqi tooj liab yuav tsum nyob twj ywm siab thiab tsis hloov pauv. Tus nqi tooj liab rau lub lim tiam: 87,620-88,190 yuan ib tuj.

Etching tov: Qee cov khoom siv hluav taws xob sab saud tau ua kom cov peev nyiaj tau los ntawm kev sib sib zog nqus etching tov rau hauv daim txhuam cev tooj liab lossis tooj liab hydroxide. Qhov kev faib ua feem ntawm kev muag khoom rau kev lag luam tooj liab sulfate tau poob qis, thiab kev sib pauv coefficient tau mus txog qhov siab tshiab.

Tus nqi tooj liab tseem nyob ruaj khov ntawm qib siab lub lim tiam no. Tawm tsam cov keeb kwm yav dhau los ntawm cov nqi tooj liab siab, cov neeg siv khoom qis qis yuav khoom raws li xav tau.

5) Magnesium sulfate / magnesium oxide

Raw khoom: Tus nqi ntawm sulfuric acid yog nce nyob rau sab qaum teb tam sim no.

Tam sim no, lub Hoobkas tsim thiab xa khoom yog qhov qub. Lub lag luam magnesia xuab zeb yog qhov ruaj khov. Kev siv cov khoom lag luam hauv qab yog qhov tseem ceeb. Kev thov yuav tsum maj mam rov qab los rau lub sijhawm tom qab, uas yuav txhawb nqa tus nqi lag luam. Kev lag luam tus nqi ntawm lub teeb-hlwb magnesia hmoov yog ruaj khov. Tom qab muaj peev xwm tswj tau koom nrog: tshem tawm cov tshuaj tiv thaiv boilers hauv magnesium oxide factories. Nws cia siab tias tus nqi yuav nce ntxiv tom qab lub Kaum Ib Hlis. Hauv lub sijhawm luv luv, tus nqi ntawm magnesium sulfate / magnesium oxide yuav nce me ntsis. Nws raug nquahu kom khaws khoom kom tsim nyog.

6) Calcium iodate

Cov ntaub ntawv nyoos: Kev lag luam iodine hauv tsev yog qhov ruaj khov tam sim no, cov khoom lag luam ntawm cov khoom lag luam iodine los ntawm Chile ruaj khov, thiab cov tuam txhab tsim khoom iodide ruaj khov.

Calcium iodate cov neeg tsim khoom tau ua haujlwm ntawm 100% lub lim tiam no, tsis hloov pauv ntawm lub lim tiam dhau los; Kev siv peev txheej yog 34%, nqis 2% ntawm lub lim tiam dhau los; Cov lus hais los ntawm cov tuam txhab loj tseem nyob ruaj khov. Tus nqi ntawm refined iodine tau nce me ntsis hauv lub quarter thib plaub, cov khoom ntawm calcium iodate tau nruj, thiab qee cov tuam txhab iodide raug kaw lossis txwv ntau lawm. Nws cia siab tias lub suab nrov ntawm qhov tsis tu ncua thiab nce me ntsis ntawm cov nqi iodide yuav nyob twj ywm tsis hloov. Nws raug nquahu kom khaws khoom kom tsim nyog.

7) Sodium selenite

Hais txog cov khoom siv raw: Kev txhawb nqa los ntawm cov nqi raw khoom nruj thiab cov kev xav tau zoo hauv qab, qee lub tuam txhab tau ncua lawv cov lus tawm mus rau sab nraud, ua rau muaj kev lag luam nruj ib ntus thiab tsav cov nqi selenium hmoov thiab selenium dioxide kom muaj zog.

Tus nqi ntawm selenium tau nce hnub Tuesday dhau los. Cov neeg lag luam sab hauv tau hais tias kev lag luam tus nqi selenium ruaj khov nrog kev nce siab, kev ua lag luam yog qhov nruab nrab, thiab tus nqi yuav tsum muaj zog nyob rau lub sijhawm tom qab. Sodium selenite cov neeg tsim khoom hais tias qhov kev thov tsis muaj zog, cov nqi tau nce, kev txiav txim nce ntxiv, thiab cov lus hais tau nce rau lub lim tiam no. Nws cia siab tias tus nqi yuav ntxiv dag zog rau lub sijhawm luv. Cov neeg siv khoom tau qhia kom yuav khoom raws li lawv cov khoom muag.

8) Cobalt chloride

Hais txog cov khoom siv raw: Cov neeg ua lag luam sab saud thiab cov tub lag luam nyob rau hauv kev tos-thiab-saib lub siab xav, thiab kev ua lag luam tau tshem tawm cov lus tawm tsam cov keeb kwm yav dhau los ntawm cov tuam txhab feem ntau txwv tsis pub hais thiab cov nqi nce ntxiv. Ntawm qhov kev thov, txij li kev tso tawm ntawm kev txwv tsis pub xa tawm hauv tebchaws Democratic Republic of the Congo thaum Lub Cuaj Hli 22, tau muaj lub sijhawm ntshai ntawm kev ua lag luam. Kev cuam tshuam los ntawm qhov kev xav tau tsis muaj zog rau qhov kawg ntawm lub xyoo thiab xyoo tom ntej, kev yuav khoom tus cwj pwm ntawm cov lag luam downstream tau ceev faj ntau dua.

Lub lim tiam no, cov neeg tsim khoom cobalt chloride tau ua haujlwm ntawm 100%, nrog rau kev siv lub peev xwm ntawm 44%, tseem tshuav tiaj tus piv rau lub lim tiam dhau los. Vim yog nce nqi raw khoom, tus nqi txhawb rau cobalt chloride raw cov ntaub ntawv muaj zog, thiab nws cia siab tias tus nqi yuav nce ntxiv rau yav tom ntej.

Nws raug nquahu tias sab xav tau ua kev yuav khoom thiab khaws cov phiaj xwm ua ntej raws li cov khoom muag khoom.

9) Cobalt ntsev / Potassium chloride / Potassium carbonate / Calcium formate / iodide

1. Cov ntsev cobalt: cov nqi raw khoom: nce kev ua lag luam ntau ntxiv rau cov ntsev cobalt. Tus nqi pauv me ntsis qis dua qhov kev cia siab ntawm kev ua lag luam ua ntej, qhov kev yuav khoom qis qis qis, thiab kev tos-thiab-pom kev xav tau nce. Cov nqi ntsev cobalt yuav nyob twj ywm siab thiab tsis hloov pauv hauv lub sijhawm luv, tos kom tso tawm ntxiv ntawm kev thov. Nyob rau hauv nruab nrab mus rau lub sij hawm ntev, cov khoom tsis txaus los ntawm quota system nyob rau hauv Democratic Republic of the Congo, nrog rau kev loj hlob ntawm kev thov rau lub zog tshiab, tseem muaj peev xwm upside rau cobalt ntsev nqi. Npaj kom tsim nyog raws li qhov xav tau.

1. Potassium chloride: Kev lag luam tseem tsis muaj zog nyob rau lub lim tiam dhau los, nrog cov lus xaiv ntawm kev txwv kev lag luam ciam teb cov khoom siv poov tshuaj ntshuam, nce me ntsis ntawm cov tshuaj potassium chloride, thiab nce hauv cov khoom muag ntawm cov chaw nres nkoj potassium chloride, tab sis tseem muaj qhov sib txawv los saib cov khoom tuaj txog tas li. Khaws lub qhov muag rau lub caij ntuj no cia xav tau, lossis pib thaum lub Kaum Ib Hlis, thiab xyuam xim rau kev lag luam urea. Nws raug nquahu kom khaws khoom kom tsim nyog.

3. Calcium formate cov nqi txuas ntxiv poob rau lub lim tiam no. Raw formic acid cov nroj tsuag rov pib tsim khoom thiab tam sim no nce lub Hoobkas tsim cov formic acid, ua rau kom muaj peev xwm ntawm formic acid ntxiv thiab kev xa khoom ntau dhau. Nyob rau hauv lub sij hawm ntev, calcium formate nqi yog poob.

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