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:
| Chav | Lub Limtiam 4 ntawm lub Kaum Ib Hlis | Lub Limtiam 1 ntawm lub Kaum Ob Hlis | Kev hloov pauv txhua lub lim tiam | Tus nqi nruab nrab ntawm lub Kaum Ib Hlis | Tus nqi nruab nrab 5 hnub txog rau lub Kaum Ob Hlis | Kev hloov pauv txhua hli | Tus nqi tam sim no txij li lub Kaum Ob Hlis 2 | |
| Kev Lag Luam Hlau Shanghai # Zinc ingots | Yuan/tuj | 22330 | 22772 | ↑442 | 22407 | 22772 | ↑365 | 23190 |
| Shanghai Metals Network # Tooj liab Electrolytic | Yuan/tuj | 86797 | 89949 | ↑3152 | 86502 | 89949 | ↑3447 | 92215 |
| Shanghai Metals Network AustraliaMn46% manganese ore | Yuan/tuj | 40.63 | 40.81 | ↑0.18 | 40.55 | 40.81 | ↑0.26 | 41.35 |
| Tus nqi ntawm cov iodine refined imported los ntawm Business Society | Yuan/tuj | 635000 | 635000 | - | 635000 | 635000 | 635000 | |
| Shanghai Metals Lag Luam Cobalt Chloride(co≥24.2%) | Yuan/tuj | 104500 | 105750 | ↑350 | 105100 | 105750 | ↑650 | 105750 |
| Kev Lag Luam Hlau Shanghai Selenium Dioxide | Yuan ib kilogram | 115 | 114 | ↓1 | 113.5 | 114 | ↑0.5 | 107.5 |
| Kev siv peev xwm ntawm cov chaw tsim khoom titanium dioxide | % | 74.8 | 74.46 | ↓0.34 | 75.97 | 74.46 | ↓1.51 |
1) Zinc sulfate
① Cov khoom siv raw: Zinc hypooxide: Tus coefficient kev lag luam tseem nce siab tshiab rau lub xyoo.
Nyob rau theem macro, cov ntaub ntawv ADP ntawm Tebchaws Meskas tsis tau raws li qhov xav tau, thiab kev cia siab ntawm kev ua lag luam ntawm Fed txo tus nqi tau muaj zog, uas yog qhov zoo rau tus nqi zinc ntawm theem macro. Ua ke nrog cov nqi ua tiav qis rau cov zinc concentrate, muaj kev txhawb nqa tseem ceeb los ntawm sab kev muab khoom, thiab tus nqi zinc tab tom khiav zoo, nrog rau tus nqi cog lus tseem ceeb ntawm Shanghai zinc nce mus txog qhov siab tshiab txij li Lub Yim Hli xyoo no. Tus nqi tag nrho ntawm zinc yuav tsum nyob ib puag ncig 22,300 yuan ib tuj lub lim tiam tom ntej.
② Vim yog tus nqi sulfur nce ntxiv tas li, tus nqi ntawm sulfuric acid feem ntau nce hauv ntau thaj chaw. Soda tshauv: Tus nqi tseem ruaj khov lub lim tiam no.
Tus nqi ua haujlwm ntawm cov neeg tsim cov dej zinc sulfate rau hnub Monday yog 74%, tsis hloov pauv ntawm lub lim tiam dhau los; Kev siv peev xwm yog 61 feem pua, poob qis 3 feem pua ntawm lub lim tiam dhau los.
Nyob rau lub sijhawm luv luv, cov nqi khoom siv raw khoom siab ua rau muaj kev txhawb nqa ruaj khov rau cov nqi zinc sulfate, thiab kev ua lag luam tseem ruaj khov ntawm qib siab. Nyob rau lub sijhawm nruab nrab mus rau lub sijhawm ntev, nrog rau kev nce ntxiv ntawm cov khoom xa tawm thiab kev rov pib dua ntawm cov lus nug, tseem muaj chaw rau kev nce me ntsis ntawm cov nqi.
2) Manganese sulfate
Hais txog cov khoom siv raw: ① Tus nqi ntawm cov manganese ore ruaj khov nrog kev nce me ntsis. Kev muab cov khoom siv Australian blocks, Gabon blocks, thiab lwm yam ntawm cov chaw nres nkoj sab qaum teb yog nruj, thiab cov lus hais ntawm cov neeg ua haujlwm loj feem ntau yog siab dua me ntsis.
②Tus nqi ntawm cov kua qaub sulfuric tseem ruaj khov ntawm qib siab thiab xav tias yuav muaj zog dua.
Lub lim tiam no, vim yog tus nqi sulfur nce siab heev, tus nqi tsim khoom ntawm manganese sulfate tau txuas ntxiv nce siab. Ntawm sab kev thov: muaj qhov sib txawv rov qab zoo li qub, thiab tus nqi luv luv yuav muaj zog dua. Yog tias tus nqi ntawm sulfuric acid txuas ntxiv nce siab, tus nqi ntawm manganese sulfate yuav ua raws li thiab muaj zog dua. Cov neeg siv khoom raug qhia kom yuav khoom thaum xav tau.
3) Hlau sulfate
Cov Khoom Siv Raw: Ua ib yam khoom seem ntawm titanium dioxide, nws cov khoom muab tau raug txwv los ntawm qhov kev ua haujlwm qis ntawm titanium dioxide hauv kev lag luam tseem ceeb. Lub caij no, qhov kev thov ruaj khov los ntawm kev lag luam lithium iron phosphate tau ua rau qhov feem ntawm cov khoom mus rau kev lag luam pub tsiaj tsawg zuj zus, ua rau muaj kev muab khoom tsawg ntawm ferrous sulfate rau cov khoom noj tsiaj ntev.
Lub lim tiam no, tus nqi ua haujlwm ntawm cov neeg tsim khoom ferrous sulfate tau poob qis mus rau 20%, uas yog 60% txo qis los ntawm lub lim tiam dhau los; Kev siv peev xwm tsuas yog 7 feem pua, poob qis 19 feem pua los ntawm lub lim tiam dhau los. Cov xaj los ntawm cov chaw tsim khoom loj tau teem sijhawm mus txog rau lub Ob Hlis, thiab kev xa khoom nruj heev. Nrog kev txhawb nqa zoo los ntawm cov nqi khoom siv raw thiab kev ncua ntawm cov lus hais hauv qee thaj tsam, cov nqi ferrous sulfate yuav tsum tswj hwm kev nce siab hauv nruab nrab mus rau lub sijhawm luv luv. Nws tau hais tias sab kev thov yuav khoom raws li nws tus kheej qhov xwm txheej tsim khoom thiab zam kev yuav khoom ntawm tus nqi siab. Rau cov neeg siv khoom uas muaj kev thov ruaj khov, nws raug pom zoo kom sib tham txog cov xaj ua ntej.
4) Tooj liab sulfate/copper chloride yooj yim
Hais txog cov hauv paus ntsiab lus, kev nthuav dav ntawm cov chaw ua tooj liab thoob ntiaj teb tau qeeb qeeb, thiab kev tsim khoom tau raug cuam tshuam hauv ntau qhov chaw, ua rau muaj kev tsis txaus ntawm cov khoom siv raw. Kev ua lag luam kwv yees tias yuav muaj qhov sib txawv ntawm 450,000 tons ntawm cov tooj liab refined thoob ntiaj teb hauv xyoo 2026. Txhawm rau kom tau txais kev nqis peev tsim nyog, tus nqi tooj liab yuav tsum nyob twj ywm rau theem siab rau lub sijhawm ntev (xws li tus nqi nruab nrab txhua xyoo tshaj 12,000 Asmeskas duas las ib ton). Kev loj hlob ntawm kev thov hauv cov teb tshiab xws li lub zog tshiab (photovoltaic, tsheb fais fab, khaws cia hluav taws xob), kev txawj ntse dag, thiab kev nqis peev ntawm lub zog fais fab ntawm sab kev thov yog qhov tseeb. Nws xav tias yuav ua rau muaj kev sib piv ntawm kev siv tooj liab thiab ua rau muaj txiaj ntsig zoo rau lub sijhawm ntev. Kev siv hauv tsev thiab qhov chaw nres tsheb tam sim no ua haujlwm tsis zoo. Cov neeg hauv qab kev lees txais tus nqi tooj liab siab thiab lawv qhov kev txaus siab yuav yog qhov tsawg, uas ua rau muaj kev txwv rau tus nqi.
Ntawm theem macro, cov yam tsis zoo thiab zoo sib txuas ua ke. Kev cia siab ntawm Federal Reserve txiav cov nqi paj laum tau ua rau US dollar muaj zog, ua rau tooj liab muaj nqi kim dua rau cov neeg yuav khoom uas tsis yog Asmeskas thiab txo qis kev nce siab ntawm LME tooj liab. Tuam Tshoj tau tshaj tawm tias nws yuav nthuav dav kev thov hauv tsev thiab txais yuav cov cai macro ntau dua hauv xyoo 2026, txhawb nqa kev xav tau rau cov hlau lag luam. Lub caij no, txoj cai se ntawm Asmeskas: Txoj cai zam se ntawm Asmeskas rau kev xa khoom tooj liab tseem nyob hauv qhov chaw, thiab cov txiaj ntsig kev tshuaj xyuas (tej zaum yuav muaj se) yuav tsis tshaj tawm txog rau lub Rau Hli xyoo tom ntej. Qhov no tau txhawb cov tub lag luam xa tooj liab mus rau Tebchaws Meskas ua ntej kom tsis txhob muaj kev pheej hmoo, ua rau muaj kev nce nqi tas mus li rau COMEX tooj liab yav tom ntej thiab muab kev txhawb nqa rau "nthwv dej khaws cia".
Zuag qhia tag nrho, Tuam Tshoj txoj kev cia siab ntawm txoj cai thiab Tebchaws Meskas tus cwj pwm "khaws cia" tau ua ke tsim kev txhawb nqa qis tshaj plaws rau tus nqi tooj liab, ua rau lawv muaj zog ntawm qib siab. Txawm li cas los xij, lub zog ntawm Asmeskas duas thiab kev siv nyiaj qeeb hauv tsev luv luv tau txwv qhov chaw rau kev nce nqi. Yog li ntawd, tus nqi tooj liab raug ntes hauv qhov teeb meem. Nws xav tias yuav hloov pauv me ntsis hauv qhov ntau ntawm 91,850 txog 93,350 yuan ib ton thaum muaj kev ua si ntawm Tuam Tshoj txoj kev siv zog, Tebchaws Meskas khaws cia thiab kev siv nyiaj hauv tsev qeeb.
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 magnesia uas hlawv hluav taws xob tau raug yuam kom ncua kev tsim khoom rau kev hloov pauv vim yog cov cai hloov pauv peev xwm, thiab kev tsim khoom luv luv tsis zoo li yuav nce siab heev. Nrog rau kev nce nqi ntawm sulfuric acid, tus nqi ntawm magnesium sulfate thiab magnesium oxide yuav nce me ntsis 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: Tus nqi ntawm diselenium nce thiab tom qab ntawd ruaj khov. Cov neeg ua lag luam hauv khw hais tias tus nqi selenium hauv khw ruaj khov nrog kev nce siab, kev ua lag luam yog qhov nruab nrab, thiab tus nqi yuav tseem muaj zog hauv lub sijhawm tom qab. Cov neeg tsim khoom Sodium selenite hais tias kev thov tsis muaj zog, tus nqi nce siab, kev txiav txim nce siab, thiab cov lus hais tau qis me ntsis lub lim tiam no. Yuav thaum xav tau.
8) Cobalt chloride
Qhov tsis txaus ntawm cov khoom siv raw tau hloov pauv ntawm kev cia siab mus rau qhov tseeb, nrog cov neeg tsim khoom tswj hwm cov lus hais muaj zog txhawb nqa los ntawm cov nqi siab. Txawm hais tias qee qhov kev lag luam hauv qab tau pib teeb tsa rau peb lub hlis thawj zaug ntawm xyoo tom ntej thiab kev txaus siab rau kev yuav khoom tau nce ntxiv, kev ua lag luam tag nrho tseem ceev faj thiab tos-thiab-saib ntawm qib nqi tam sim no. Yuav tsum tau them sai sai rau cov qauv txoj cai hauv cov chaw tsim khoom loj xws li Democratic Republic of the Congo, vim tias kev cuam tshuam kev muab khoom tuaj yeem ua rau cov nqi nce sai. Cov nqi Cobalt chloride xav tias yuav nyob ruaj khov tiv thaiv keeb kwm yav dhau los ntawm kev muab khoom thiab kev thov ruaj khov thiab kev txhawb nqa tus nqi. Muaj kev pheej hmoo ntawm kev nce nqi sai yog tias cov cai hauv Democratic Republic of the Congo cuam tshuam ntxiv rau kev muab khoom siv raw. Ntawm qhov tod tes, yog tias cov nqi siab txuas ntxiv tswj kev thov, kev rub rov qab qeeb tsis tuaj yeem raug tshem tawm.
Khaws cia raws li qhov xav tau.
9) Cobalt ntsev/potassium chloride/potassium carbonate/calcium formate/iodide
1. Cov ntsev Cobalt: Cov nqi khoom siv raw: Tus nqi ntawm cobalt sulfate nce me ntsis rau hnub Monday thiab lub khw nruab nrab tau hloov mus rau sab saud. Cov nqi khoom siv raw ntawm sab kev muab khoom tau txais kev txhawb nqa zoo, thiab cov neeg ua smelting tau txiav txim siab tuav cov nqi: Cov lus hais rau MHP thiab cov khoom siv rov ua dua tau nce mus txog 90,000-91,000 yuan ib tuj, thaum cov khoom rau cov khoom nruab nrab tseem nyob ib puag ncig 95,000 yuan. Qhov sib txawv ntawm tus nqi tam sim no ntawm sab saud thiab sab hauv qab tseem muaj, tab sis cov neeg yuav khoom lees txais tus nqi tam sim no maj mam nce. Thaum sab hauv qab ua tiav theem kev zom thiab pib ib puag ncig tshiab ntawm kev yuav khoom hauv nruab nrab, cov lus hais txog ntsev cobalt yuav nce dua.
2. Potassium chloride: Kev ruaj khov tag nrho, kev hloov pauv hauv zos: Tsis ntev los no, kev ua lag luam potassium chloride feem ntau tau ruaj khov thiab sib sau ua ke. Muaj cov cim qhia tias tus nqi ntawm qee yam khoom tau poob qis heev ua ntej, tab sis tseem muaj qee qhov teeb meem hauv kev siv tus nqi siab. Nyob rau lub sijhawm ntev, qhov ua tau ntawm kev nce nqi tseem ceeb yog qis.
3. Tus nqi Calcium formate ruaj khov lub lim tiam no. Tus nqi Calcium formate xav tias yuav nce siab rau lub sijhawm luv luv vim tias cov nroj tsuag formic acid nyoos raug kaw rau kev saib xyuas thaum Lub Kaum Ob Hlis txog rau thaum kawg ntawm lub hlis vim muaj cov khoom siv raw tsis txaus.
4 Tus nqi Iodide ruaj khov lub lim tiam no piv rau lub lim tiam dhau los.
Lub sijhawm tshaj tawm: Lub Kaum Ob Hlis-12-2025





