Lub lim tiam thib ob ntawm Lub Yim Hli Kev Tshawb Fawb Kev Ua Lag Luam (Copper, Manganese, Zinc, Ferrous, Selenium, Cobalt, Iodine, thiab lwm yam)

haiv neeg 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

Cov ntaub ntawv nyoos: Zinc hypooxide: Nrog cov nqi raw khoom siab thiab kev xav yuav khoom zoo los ntawm kev lag luam hauv qab, qhov sib pauv hloov pauv tau zoo ib yam li lub lim tiam dhau los, thiab cov nyiaj so koobtsheej tom qab hnub so tau hloov kho tas li. ② Sulfuric acid cov nqi tseem nyob ruaj khov thoob plaws lub tebchaws lub lim tiam no. Soda tshauv: Cov nqi tau ruaj khov rau lub lim tiam no. ③ Ntawm macro pem hauv ntej, Fed Daly tau hais tias lub sijhawm ntawm kev txiav tus nqi yog nyob ze thiab muaj feem ntau yuav muaj ntau tshaj li ob qhov kev txiav nyiaj xyoo no. Goldman Sachs cia siab tias Fed yuav txo tus nqi los ntawm 25 lub hauv paus ntsiab lus peb zaug hauv kab pib txij lub Cuaj Hli thiab qhia txog 50 lub hauv paus ntsiab lus txiav yog tias tus nqi poob haujlwm nce, txhawb cov nqi hlau. Nyob rau hauv cov nqe lus ntawm lub hauv paus, tus qauv ntawm cov khoom muaj zog thiab tsis muaj zog xav tau tseem tsis hloov, lub off-season feature ntawm kev thov tseem, thiab downstream tseem ceeb kev yuav khoom tseem ceeb.

Hnub Monday, kev khiav hauj lwm tus nqi ntawm cov dej zinc sulfate coj mus kuaj yog 94%, nce 11% ntawm lub lim tiam dhau los, thiab kev siv peev xwm yog 73%, nce 5% ntawm lub lim tiam dhau los. Tawm tsam keeb kwm yav dhau los ntawm kev txiav txim ntau los ntawm cov tuam txhab tseem ceeb, cov lus hais tau nce lub lim tiam no piv rau lub lim tiam dhau los. Nrog rau cov tuam txhab lag luam loj tau teem sijhawm xaj kom txog rau thaum lub Cuaj Hli thiab cov nqi khoom siv ruaj khov, nws tsis tau txiav txim siab tias cov nqi yuav nce ntxiv. Kev thov raug qhia kom txiav txim siab lawv cov phiaj xwm kev yuav khoom ua ntej raws li lawv qhov xwm txheej khoom muag.

Zinc nqi yuav tsum khiav ntawm 22,500 txog 23,000 yuan ib tuj.

2)Manganese sulfate

Raws li cov ntaub ntawv raw: ① Cov nqi khiav lag luam ntawm cov chaw ua haujlwm qis qis nyob rau sab qaum teb thiab sab qab teb yog ruaj khov. Feem ntau cov alloy factories tswj kev yuav khoom tseem ceeb thiab tsis muaj qhov tshwm sim ntawm cov khoom loj. Qhov kev thov rau manganese ore tseem nyob ruaj khov thiab lub hlwb ntawm tus nqi txo tseem muaj.

②Tus nqi sulfuric acid tseem nyob ruaj khov rau lub lim tiam no.

Lub lim tiam no, kev khiav hauj lwm tus nqi ntawm cov qauv manufacturers ntawm manganese sulfate yog 86% thiab lub peev xwm siv tus nqi yog 61%, seem tiaj tus piv nrog rau lub lim tiam dhau los. Cov lus hais los ntawm cov tuam txhab tseem ceeb tseem nyob ruaj khov rau lub lim tiam no piv nrog lub lim tiam dhau los. Lub caij ncov rau aquaculture nyob rau sab qab teb tau muab qee qhov kev txhawb nqa rau manganese sulfate xav tau, tab sis tag nrho qhov kev thov txhawb nqa tau txwv. Tsav los ntawm kev saib xyuas cov ntaub ntawv los ntawm qee cov tuam ntxhab thiab cov kev hloov pauv tsis ntev los no hauv cov khoom thauj khoom, cov neeg thov kev txhawj xeeb txog kev xa khoom nruj rau yav tom ntej, thiab kev yuav khoom txaus siab tau tuaj tos. Kev thov lub lim tiam no ruaj khov piv nrog lub lim tiam ib txwm.

Cov khoom siv raw cov nqi txhawb rau manganese sulfate cov lus hais yog qhov muaj zog, thiab tus nqi kuj tseem ruaj khov. Nws raug pom zoo tias qhov kev thov sab yuav khoom thiab npaj khoom ntawm lub sijhawm tsim nyog raws li qhov xwm txheej tsim khoom.

3)Ferrous sulfate

Nyob rau hauv cov nqe lus ntawm raw cov ntaub ntawv: downstream thov rau titanium dioxide tseem sluggish. Qee lub tuam txhab tau khaws cov khoom lag luam titanium dioxide, uas ua rau muaj kev ua haujlwm tsawg. Qhov xwm txheej ceev ntawm ferrous sulfate hauv Qishui txuas ntxiv mus.

Lub lim tiam no, kev khiav hauj lwm tus nqi ntawm cov qauv ferrous sulfate manufacturers yog 75%, thiab lub peev xwm siv tus nqi yog 24%, seem tiaj tus piv nrog rau lub lim tiam dhau los. Cov lus hais lub lim tiam no tau ruaj khov piv rau lub lim tiam dhau los. Nrog rau kev them nyiaj yug thiab kev txiav txim siab ntau, ferrous sulfate yog ruaj khov, feem ntau yog vim muaj kev sib raug zoo ntawm cov khoom siv raw khoom cuam tshuam los ntawm kev ua haujlwm ntawm kev lag luam titanium dioxide. Tsis ntev los no, kev xa khoom ntawm heptahydrate ferrous sulfate tau zoo, uas tau ua rau muaj kev nce nqi rau cov neeg tsim khoom monohydrate ferrous sulfate. Tam sim no, tag nrho cov kev khiav hauj lwm tus nqi ntawm ferrous sulfate nyob rau hauv Tuam Tshoj yog tsis zoo, thiab cov lag luam muaj me me qhov chaw cov khoom muag, uas coj tej yam zoo rau tus nqi nce ntawm ferrous sulfate. Tam sim no, kev txiav txim los ntawm cov chaw tsim khoom tseem ceeb tau teem sijhawm kom txog rau thaum nruab nrab Lub Cuaj Hli, thiab cov nqi yuav tsum nce siab nyob rau lub sijhawm luv. Nws raug nquahu kom cov neeg siv khoom nce lawv cov khoom muag kom tsim nyog.

4)tooj liab sulfate/yooj yim tooj liab chloride

Cov ntaub ntawv nyoos: Ntawm qib macro, txhim kho kev cia siab ntawm Fed tus nqi txiav tau nce tus nqi tooj liab. Kev txhawb nqa los ntawm kev pom zoo tau mus txog ntawm Tuam Tshoj thiab Asmeskas ntawm qhov txuas ntxiv ncua ntawm 24% tariff, uas ua rau muaj kev cuam tshuam ntau dua los ntawm cov khoom siv ntxiv thiab cov nyiaj muaj zog dua.

Nyob rau hauv cov nqe lus ntawm lub hauv paus, muaj ib tug qauv ntawm tsis muaj zog mov thiab kev thov

Etching tov: Qee cov khoom siv hluav taws xob sab saud muaj cov txheej txheem sib sib zog nqus ntawm etching tov, ntxiv zog rau cov khoom siv tsis txaus, thiab kev sib pauv coefficient tseem siab.

Nyob rau hauv cov nqe lus ntawm tus nqi, tseem muaj qhov tsis paub tseeb ntawm qib macro. Ua ke nrog cov khoom tsis muaj zog thiab kev xav tau ntawm cov hauv paus, nws xav tias tus nqi tooj liab yuav khiav hauv thaj tsam ntawm 78,500-79,500 yuan ib tuj lub lim tiam no. Copper sulfate cov neeg tsim khoom tau ua haujlwm ntawm 100% lub lim tiam no, nrog kev siv lub peev xwm ntawm 45%, qhov seem tiaj tus piv rau lub lim tiam dhau los. Vim qhov kub thiab txias tsis ntev los no, tooj liab sulfate / caustic tooj liab cov neeg tsim khoom tau nruj nrog cov ntaub ntawv raw tsis ntev los no, thiab qhov kev txiav txim ntim tau pib nyob ib ncig ntawm ib nrab ib hlis. Raws li cov qauv tsis ntev los no ntawm cov khoom siv raw thiab cov kev ua haujlwm ntawm cov chaw tsim khoom, tooj liab sulfate yuav tsum nyob twj ywm nyob rau theem siab nrog kev hloov pauv hauv lub sijhawm luv. Nws raug nquahu kom cov neeg siv khoom khaws cov khoom lag luam ib txwm muaj.

5)Magnesium oxide

Raw khoom: Cov khoom siv raw magnesite ruaj khov.

Lub Hoobkas ua haujlwm ib txwm thiab ntau lawm yog qhov qub. Lub sij hawm xa khoom feem ntau yog nyob ib ncig ntawm 3 mus rau 7 hnub. Cov nqi tau ruaj khov txij lub Yim Hli mus txog rau lub Cuaj Hli. Raws li lub caij ntuj no mus txog, muaj cov cai hauv cov chaw tsim khoom loj uas txwv tsis pub siv cov kiln rau kev tsim cov magnesium oxide, thiab cov nqi siv roj thee nce rau lub caij ntuj no. Ua ke nrog cov saum toj no, nws xav tias tus nqi ntawm magnesium oxide yuav nce los ntawm Lub Kaum Hli mus txog Lub Kaum Ob Hlis. Cov neeg siv khoom raug qhia kom yuav khoom raws li qhov xav tau.

6)Magnesium sulfate

Raw khoom: Tus nqi ntawm sulfuric acid nyob rau sab qaum teb yog tam sim no nce nyob rau hauv lub sij hawm luv luv.

Magnesium sulfate cov nroj tsuag ua haujlwm ntawm 100%, kev tsim khoom thiab kev xa khoom yog qhov qub, thiab kev txiav txim tau teem sijhawm kom txog rau thaum lub Cuaj Hli. Tus nqi ntawm magnesium sulfate yuav tsum ruaj khov nrog kev nce siab hauv lub Yim Hli. Cov neeg siv khoom raug qhia kom yuav khoom raws li lawv cov phiaj xwm tsim khoom thiab cov khoom yuav tsum tau ua.

7)Calcium iodate

Hais txog cov khoom siv raw: Tam sim no, kev lag luam hauv tsev iodine ua haujlwm ruaj khov. Lub ntim tuaj txog ntawm cov khoom lag luam iodine los ntawm Chile yog qhov ruaj khov, thiab cov tuam txhab tsim khoom iodide ruaj khov.

Lub lim tiam no, tus nqi ntawm cov khoom siv calcium iodate piv txwv yog 100%, lub peev xwm siv tau yog 36%, tib yam li lub lim tiam dhau los, thiab cov lus hais ntawm cov tuam txhab tseem ceeb tseem nyob ruaj khov. Lub caij ntuj sov sov ua rau muaj kev poob qis hauv cov tsiaj nyeg noj, thiab cov tuam txhab lag luam feem ntau yuav los ntawm kev thov. Cov neeg tsim khoom noj dej haus yog nyob rau lub caij xav tau siab tshaj plaws, ua rau muaj kev xav tau calcium iodate. Lub lim tiam no qhov kev thov tau ruaj khov dua li qub. Cov neeg siv khoom raug qhia kom yuav khoom raws li lawv cov phiaj xwm tsim khoom thiab cov khoom yuav tsum tau ua.

8)Sodium selenite

Hais txog cov khoom siv raw: Crude selenium cov peev txheej tau nruj thaum lub Xya Hli thiab Lub Yim Hli thaum ntxov, ntau tshaj qhov kev cia siab ntawm kev lag luam. Qhov rov qab los ntawm cov nqi selenium crude ib nrab qhia txog kev rov qab los ntawm selenium dioxide kev ua lag luam. Txawm hais tias lub caij nyoog siab tshaj ntawm lub davhlau ya nyob twg yuav los ua ntej tseem yuav pom, tab sis kev lag luam kev ntseeg siab tau pib ntxiv dag zog.

Lub lim tiam no, cov tuam txhab ua qauv ntawm sodium selenite tau ua haujlwm ntawm 100%, kev siv lub peev xwm ntawm 36%, tiaj tus piv nrog lub lim tiam dhau los, thiab cov lus hais los ntawm cov tuam txhab tseem ceeb tseem nyob ruaj khov. Tus nqi ntawm cov khoom siv raw tau ntxiv dag zog rau kev txhawb nqa, thiab nws cia siab tias tus nqi yuav nce ntxiv tom qab. Nws raug pom zoo tias qhov kev thov sab yuav khoom raws li nws cov khoom muag.

9)Cobalt chloride hmoov

Nyob rau hauv cov nqe lus ntawm raw cov ntaub ntawv: Upstream smelters nyob rau hauv lub mov sab zaub mov tsis ntev los no tau nce lub pace ntawm raw khoom procurement los xyuas kom meej cov khoom rau downstream xav tau, tab sis yog bullish rau lub sij hawm ntev rau yav tom ntej, yog li cov zaub mov xa tuaj yog nyob twj ywm. Ntawm qhov kev thov sab, qhov kev xav ntawm kev yuav khoom hauv qab tau thim rov qab tsis ntev los no. Hauv lub sijhawm luv luv, tus nqi cobalt chloride yuav tsum hloov pauv.

Lub lim tiam no, cobalt chloride qauv Hoobkas kev khiav hauj lwm tus nqi yog 100%, thiab lub peev xwm siv tus nqi yog 44%, seem tiaj tus piv nrog rau lub lim tiam dhau los. Cov neeg tsim khoom 'quotations tseem nyob ruaj khov rau lub lim tiam no.

Cov nqi cobalt chloride kuj ruaj khov. Cov neeg siv khoom raug qhia kom ua kev yuav khoom raws li cov khoom muag.

10) Cobalt ntsev /poov tshuaj chloride/potassium carbonate / calcium formate / iodide

1. Cov tuam txhab lag luam tseem ceeb 'cov ntaub ntawv raw yog lav los ntawm kev txiav txim mus sij hawm ntev, cov nqi thawb tus nqi muaj zog, qis qis qis yuav yog qhov tseem ceeb, xoom xaj kev lag luam yog sluggish. Tag nrho kev lag luam kev lag luam yog qeeb, nrog qee cov tuam txhab tso siab rau kev cog lus txiav txim los tswj kev tsim khoom. Cobalt ntsev tus nqi yuav tsum nyob twj ywm nyob rau hauv lub sij hawm luv luv.

2. Kev lag luam hauv teb chaws poov tshuaj chloride tseem nruj hauv kev muab khoom thiab ruaj khov ntawm tus nqi. Txawm hais tias kev khiav hauj lwm tus nqi ntawm cov nroj tsuag poov tshuaj hauv tsev tau rov qab los, cov khoom lag luam feem ntau ntws mus rau cov chaw cog qoob loo, thiab cov khoom lag luam ncig yog me me. Qhov ntim ntawm cov poov tshuaj tuaj yeem tuaj txog ntawm cov chaw nres nkoj yog txwv, cov tub lag luam cov khoom muag tsawg, cov lus hais hauv zos tau nce me ntsis, tab sis cov nqi siab ntawm cov khoom tsis muaj zog. Kev thov hauv qab yog ceev faj, kev ua lag luam tau nyob rau hauv kev tos-thiab-saib mus ob peb vas, tag nrho kev lag luam yog lub teeb, thiab cov nqi tseem nyob rau theem siab. Hauv lub sijhawm luv luv, qhov tsis sib xws ntawm cov khoom siv thiab kev xav tau tseem nyob, thiab kev ua lag luam yuav tsum nyob ruaj khov. Tus nqi ntawm cov poov tshuaj carbonate tau nce lub lim tiam no, cuam tshuam los ntawm tus nqi ntawm cov khoom siv raw cov tshuaj potassium chloride.

3. Tus nqi ntawm calcium formate txuas ntxiv mus rau lub lim tiam no. Tus nqi ntawm raw formic acid tau nce raws li cov chaw tsim khoom raug kaw rau kev saib xyuas. Qee cov nroj tsuag calcium formate tau tso tseg.

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