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 1 ntawm lub Kaum Ob Hlis | Lub Limtiam 2 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 txog rau lub Kaum Ob Hlis 12 | Kev hloov pauv txhua hli | Tus nqi tam sim no txij li lub Kaum Ob Hlis 16 | |
| Kev Lag Luam Hlau Shanghai # Zinc ingots | Yuan/tuj | 22772 | 23170 | ↑398 | 22407 | 22971 | ↑564 | 23180 |
| Shanghai Metals Network # Tooj liab Electrolytic | Yuan/tuj | 89949 | 90495 | ↑2546 | 86502 | 91222 | ↑4720 | 91700 |
| Shanghai Metals Network Australia Mn46% manganese ore | Yuan/tuj | 40.81 | 41.65 | ↑0.84 | 40.55 | 41.23 | ↑0.68 | 41.85 |
| 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 | 105750 | 107450 | ↑1700 | 105100 | 106600 | ↑1500 | 110750 |
| Kev Lag Luam Hlau Shanghai Selenium Dioxide | Yuan ib kilogram | 114 | 108 | ↓6 | 113.5 | 111 | ↓2.5 | 107.5 |
| Kev siv peev xwm ntawm cov chaw tsim khoom titanium dioxide | % | 74.46 | 74.26 | ↓0.2 | 75.97 | 74.36 | ↓1.61 |
1) Zinc sulfate
① Cov khoom siv raw: Zinc hypooxide: Tus nqi sib pauv thiab tus nqi zinc tau nce siab, thiab tus nqi ntawm cov khoom siv raw tseem ceeb tseem ceeb.
Lub Koom Haum Saib Xyuas Nyiaj Txiag Hauv Tebchaws Meskas tau txo cov nqi paj laum los ntawm 25 lub hauv paus ntsiab lus, feem ntau yog raws li kev cia siab ntawm kev ua lag luam. Nrog rau kev tso tawm cov cim qhia zoo mus sij hawm ntev hauv tebchaws, cov ntaub ntawv zoo hauv tebchaws thiab txawv teb chaws tau ua rau cov nqi hlau tsis yog hlau nce siab. Tsis muaj qhov tseem ceeb pom tseeb hauv kev siv hauv tebchaws tam sim no, thiab sab kev muab khoom maj mam nruj. Nyob rau hauv kev cuam tshuam ntawm macroeconomics thiab cov hauv paus ntsiab lus, Shanghai zinc yuav tsum nyob twj ywm tsis ruaj khov rau lub lim tiam tom ntej ntawm kwv yees li 23,800 yuan ib ton.
② Sulfuric acid: Kev lag luam sulfur hauv tsev txuas ntxiv mus rau qhov sib txawv ntawm kev nce siab uas pom thaum lub Kaum Ib Hlis thiab Lub Kaum Ob Hlis, thawb mus rau qib siab. Saib rov qab rau ob lub hlis dhau los, tus nqi sulfur nce siab yog tus tsav tsheb tseem ceeb, thiab kev hloov pauv tus nqi tau yuam kom tus nqi nce siab. Sulfur yog cov khoom siv tseem ceeb rau kev tsim cov kua qaub sulfuric (kwv yees li 0.33 tons ntawm sulfur siv los tsim ib tuj ntawm sulfuric acid), thiab tus nqi sulfur hauv tsev tau nce siab heev hauv ob lub hlis, nrog rau kev nce ntxiv txog li 130% piv rau thaum pib ntawm lub xyoo. Tus qauv muab sulfur thoob ntiaj teb tau hloov pauv ntau heev. Kev tsis sib haum xeeb ntawm Lavxias-Ukraine tau tsim kev txwv tsis pub xa khoom tawm thiab Kazakhstan qhov ntim xa khoom tawm tau poob qis, ua rau qhov sib txawv ntawm kev xa khoom thoob ntiaj teb dav dav. Cov khoom muag hauv chaw nres nkoj hauv tsev tau poob qis mus rau 2.2 lab tons (qis dua qib tsim nyog), ua ke nrog lub zog muaj zog hauv Middle East thiab kev yuav khoom ntshai hauv cov tebchaws xws li Indonesia / Is Nrias teb. Kev sib kis tus nqi ncaj qha yuam kom tus nqi ntawm sulfuric acid nce siab; Tib lub sijhawm, tus nqi ntawm pyrite kuj nyob rau theem siab, ntxiv dag zog rau kev txhawb nqa tus nqi ntawm cov kua qaub ore. Zuag qhia tag nrho, nws xav tias sulfuric acid yuav txuas ntxiv nce siab rau lub sijhawm luv luv, thiab cov nqi yuav txuas ntxiv nce siab hauv qee thaj chaw.
Hnub Monday, tus nqi ua haujlwm ntawm cov neeg tsim cov zinc sulfate dej yog 83%, nce 9% ntawm lub lim tiam dhau los; Kev siv peev xwm yog 63%, nce 2% ntawm lub lim tiam dhau los. Cov nqi yuav nce dua, tsav los ntawm ob qho tib si tus nqi tsim khoom siab thiab kev thov khoom zoo dua. Cov neeg siv khoom raug qhia kom xauv cov xaj ua ntej raws li lawv cov khoom muag thiab lub voj voog xa khoom kom tswj tau cov saw hlau thiab kev pheej hmoo ntawm tus nqi.
2) Manganese sulfate
Hais txog cov khoom siv raw: ① Kev lag luam manganese ore tseem txuas ntxiv qhia txog kev nce siab zoo
②Tus nqi ntawm cov kua qaub sulfuric tseem ruaj khov ntawm qib siab thiab xav tias yuav muaj zog dua.
Lub lim tiam no, tus nqi ua haujlwm ntawm cov neeg tsim khoom manganese sulfate yog 90%, nce 20% ntawm lub lim tiam dhau los; Kev siv peev xwm yog 62%, nce 15% ntawm lub lim tiam dhau los. Vim yog tus nqi, cov nqi manganese sulfate yuav ua raws li ntawd yog tias tus nqi sulfuric acid txuas ntxiv nce. Cov lus hais los ntawm cov chaw tsim khoom loj feem ntau raug tsa raws li ntawd. Cov neeg siv khoom raug qhia kom yuav khoom thaum xav tau.
3) Hlau sulfate
Hais txog 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.
Tus nqi ferrous sulfate yuav nce ntau dua li poob. Vim muaj kev txhawb nqa los ntawm cov nqi khoom siv raw thiab kev ncua cov lus hais hauv qee thaj tsam, nws xav tias tus nqi 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
Hais txog cov hauv paus ntsiab lus, kev txhawj xeeb ntxiv txog AI npuas ua rau muaj kev muag khoom tag nrho ntawm cov khoom muaj kev pheej hmoo. Muaj kev sib txawv hauv Fed txog txoj kev cai, nrog rau qee tus nom tswv ntseeg tias kev txo tus nqi ntxiv yuav tsum tau lees paub ntxiv; Lwm tus nom tswv hais tias cov nqi yuav tsum tau khaws cia kom nruj txaus kom txhawb nqa kev nce nqi. Qhov no tau txias cov kev cia siab ntawm "lub voj voog yooj yim." Yog tias cov cim qhia txoj cai yog hawkish, lub duas tuaj yeem rov qab los ua ntu zus, yog li ntawd txo cov nqi tooj liab. Cov lag luam thoob ntiaj teb poob qis heev hnub no, nrog rau kev tsis nyiam kev pheej hmoo siab hauv kev ua lag luam thiab cov nyiaj tau nrawm dua lawv cov nyiaj tawm ntawm kev ua lag luam tooj liab, nrog rau qee cov nyiaj ntws mus rau cov khoom muaj kev nyab xeeb xws li kub. Cov hauv paus ntsiab lus: Kev cuam tshuam los ntawm cov chaw zeb txawv teb chaws tsis tau tso tseg, thiab ntau cov tooj liab raug xa mus rau Tebchaws Meskas, ua rau muaj kev muab khoom tsawg hauv lwm qhov ntawm lub ntiaj teb. Qhov xwm txheej muab khoom tsawg tseem muab kev txhawb nqa qis rau cov nqi tooj liab. Tab sis kev siv khoom hauv tsev qeeb qeeb, thiab kev sau cov khoom muag tau muab kev nyuaj siab ntxiv, qhia tias kev thov yuav ntsib kev nyuaj siab ib ntus. Lub khw muag khoom tam sim no muaj kev lag luam yuav khoom ntawm tus nqi qis, tus nqi them tam sim no tseem raug kev nyuaj siab kom txo qis, cov neeg tuav khoom muaj kev txaus siab muag, thiab muaj kev nce ntxiv ntawm cov khoom siv pheej yig. Tus nqi tooj liab yuav nyob twj ywm rau theem siab thaum muaj kev hloov pauv sai.
Nyob rau theem macro, cov nyiaj faib los ntawm kev txo tus nqi ntawm Fed tseem muaj, tab sis kev txhawj xeeb ntawm kev ua lag luam txog qhov kev rov zoo ntawm kev lag luam thoob ntiaj teb tau ua rau kev xav tau kev pheej hmoo txias, uas tau dhau mus rau tus nqi tooj liab.
Zuag qhia tag nrho, tus nqi tooj liab yuav nyob twj ywm ntawm 91,000-94,000 yuan ib tuj hauv lub sijhawm luv luv (hauv ib xyoos), nrog rau kev thov yuav ntawm tus nqi qis tom qab kev poob qis ntawm qib siab xav tias yuav txhawb nqa tus nqi. Yuav tsum tau them sai sai rau kev nce qib ntawm kev txo cov khoom muag thiab txoj cai ntawm Federal Reserve.
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 ntawm qhov 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
Qhov tsis txaus ntawm cov khoom siv raw tau hloov ntawm qhov xav tau mus rau qhov tseeb, thiab cov neeg tsim khoom tseem khaws cov lus hais zoo los ntawm kev txhawb nqa los ntawm cov nqi siab. Kev ua lag luam cobalt chloride tau nce siab. Kev muab cov khoom siv raw tsawg nrog rau kev tso tawm ntawm kev thov khoom hauv qab tau ua rau kev ua lag luam nce ntxiv thiab cov nqi tau qhia txog kev nce siab me ntsis, nrog rau kev txhawb nqa zoo rau lub sijhawm luv luv. Khaws cia kom zoo raws li qhov xav tau. Khaws cia kom zoo raws li qhov xav tau.
9) Cobalt ntsev/potassium chloride/potassium carbonate/calcium formate/iodide
1. Cov ntsev Cobalt: Cov nqi khoom siv raw: Lub koom pheej ywj pheej ntawm Congo, ua lub ntiaj teb tus tsim cov cobalt loj tshaj plaws, suav txog 75% -76% ntawm kev tsim cov cobalt thoob ntiaj teb. Lub teb chaws tau siv txoj cai xa khoom tawm txij li Lub Kaum Hli 16, 2025, nrog rau kev txwv 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 no tau ua rau txo qis txog li 200,000 tons hauv kev muab cobalt thoob ntiaj teb, lossis 40% ntawm kev thov txhua xyoo. Qhov tseem ceeb dua, txij li thaum pib lub Kaum Ob Hlis, cov txheej txheem kev pom zoo xa khoom tseem tsis tau ua tiav thiab cov khoom xa tuaj tiag tiag tsis tau nres, nrog rau qhov xav tias yuav rov pib dua sai tshaj plaws hauv peb lub hlis thawj zaug ntawm xyoo 2026. Cov khoom muag hauv zej zog electrolytic cobalt hauv tebchaws tau poob qis mus rau qhov qis tshaj plaws ntawm 2,500-2,800 tons, tsuas yog txaus los ua kom tau raws li qhov xav tau rau 8-10 hnub, qhov qis tshaj plaws rau tib lub sijhawm hauv yuav luag tsib xyoos, thiab cov khoom muag tsawg ua rau tus nqi hloov pauv ntau ntxiv. Yuav tsum tau them sai sai rau kev siv txoj cai quota hauv Democratic Republic of the Congo, kev nce qib ntawm kev tso tawm ntawm lub peev xwm tshiab hauv Indonesia, thiab qhov ceev ntawm kev thov nce ntxiv hauv cov teb tshiab xws li humanoid robots.
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-17-2025





