Kev kwv yees tag nrho ntawm kev ua lag luam: Kev sib txawv ntawm kev ua lag luam tseem txuas ntxiv mus. Ntawm theem macro, kev nce qib zoo hauv kev sib tham txog nuclear ntawm Asmeskas-Iran ua ke nrog cov ntaub ntawv kev ua haujlwm hauv Asmeskas uas tsis muaj zog ua rau cov nyiaj daus las poob qis, ua rau kev cia siab ntawm kev ua lag luam rau Federal Reserve txo tus nqi, muab cov yam ntxwv txhawb nqa ib ntus rau cov hlau tsis yog ferrous (tooj liab thiab zinc).

Kev hloov pauv txhua lub lim tiam: Kev hloov pauv txhua hli:

	Chav tsev	Lub Limtiam 5 ntawm Lub Xya Hli	Lub Limtiam 1 ntawm Lub Yim Hli	Kev hloov pauv txhua lub lim tiam	Tus nqi nruab nrab hauv lub Xya Hli	Tus nqi nruab nrab txij li Lub Yim Hli 7	Kev hloov pauv txhua hli	Tus nqi tam sim no rau lub Yim Hli 11
Kev Lag Luam Hlau Shanghai #Zinc Ingots	Yuan ib tuj	24686	25284	↑598	24523	25284	↑761	25510
Kev Lag Luam Hlau Shanghai #Electrolytic Copper	Yuan ib tuj	105512	107340	↑1828 xyoo	104393	107340	↑2947	108585
Shanghai Metals Market Australia Mn46% manganese ore	Yuan ib tuj	43.13	43.13	↑0.32	43.13	43.13	↑0.6	43.15
Lub Koom Haum Lag Luam Ntshuam Cov Khoom Iodine Uas Muaj Cov Khoom Uas Zoo	Yuan ib tuj	635000	635000	-	635000	635000	-	635000
Shanghai Metals Lag Luam Cobalt Chloride (co≥24.2%)	Yuan ib tuj	98900	96000	↓2900	101478	96000	↓5478	93000
Kev Lag Luam Hlau Shanghai Selenium Dioxide	Yuan ib kilogram	120	116	↓4	120.9	116	↓4.9	115
Tus nqi siv ntawm cov chaw tsim khoom titanium dioxide	%	72.76	72.71	↓0.05	72.18	72.71	↑0.53

Zinc sulfate

Cov khoom siv raw: Cov nqi sulfuric acid tseem ruaj khov

Sab muab khoom: Tus nqi ua haujlwm ntawm 47% (tsis hloov pauv), kev siv peev xwm ntawm 41% (qis 3% los ntawm lub sijhawm dhau los), nrog rau lub peev xwm tseem qis.

Sab Kev Thov: Kev thov zaub mov hauv tsev tau zoo dua me ntsis vim tias tus nqi nqaij, qe, thiab mis nyuj rov qab los, thaum kev thov chiv tsuas yog txhawb nqa los ntawm kev yuav khoom tsawg los ntawm cov pab pawg loj thiab cov chiv tshwj xeeb. Ntawm sab xa khoom tawm, tus nqi xa khoom rau South America tau nres lawv qhov kev poob qis thiab rov qab los (+ 2% txog 10%), tab sis cov neeg yuav khoom hauv qab tseem ceev faj, tos kom txo tus nqi thauj khoom.

Cov yam tseem ceeb loj: Tus nqi ntawm cov nyiaj daus las qis dua (vim yog kev nce qib hauv kev sib tham ntawm Asmeskas-Iran thiab cov ntaub ntawv ua haujlwm tsis zoo ntawm Asmeskas) txhawb nqa tus nqi zinc, tab sis cov khoom muag hauv zej zog nce siab—ncav cuag ntau dua 270,000 tons thaum lub caij siv tsis muaj zog—txwv qhov siab dua.

Tus Nqi Saib Xyuas: Tus nqi zinc yuav nyob ib ncig ntawm 25,500 yuan / ton lub lim tiam tom ntej (lub lim tiam no: 25,284 yuan / ton). Nrog rau ob qho tib si tus nqi thiab qhov xav tau sib phim, tus nqi ntawm zinc sulfate monohydrate yuav nce ntau dua li poob.—pom zoo kom xauv cov xaj tam sim ntawd.

Kev Pab: Thov xaiv cov khoom raws li koj xav tau thiab qhov loj me.

Manganese sulfate

Cov khoom siv raw: Cov nqi ntawm cov manganese ore thiab sulfuric acid tseem siab thiab ruaj khov, muab kev txhawb nqa tus nqi ruaj khov.

Sab muab khoom: Tus nqi ua haujlwm ntawm 94% (tsis hloov pauv), kev siv peev xwm ntawm 72% (tsis hloov pauv), cov xaj tau booked txog rau thaum xaus lub Cuaj Hli, kev xa khoom nruj, sab muab khoom khiav ntawm lub peev xwm tag nrho.

Sab Kev Xav Tau: Kev thov xa khoom tawm muaj zog heev—Cov chaw tsim khoom manganese sulfate txawv teb chaws tseem txuas ntxiv kaw, hloov cov xaj mus rau cov neeg muag khoom hauv tsev, nrog rau cov khoom xa tawm txuas ntxiv mus txog rau thaum kawg ntawm lub Cuaj Hli. Nyob rau sab hauv tsev, kev thov zaub mov rov zoo dua thiab kev yuav chiv tsis hloov pauv thaum lub caij tsis muaj qoob loo, tab sis kev nce ntxiv ntawm kev xa tawm xwb txaus kom ntseeg tau tias muaj ntau qhov kev txiav txim rau cov chaw tsim khoom.

Cov yam tseem ceeb ntawm macroeconomic: Tsis muaj cov yam tseem ceeb ntawm macroeconomic ncaj qha; feem ntau yog los ntawm kev tsiv chaw thoob ntiaj teb thiab kev ntxiv cov khoom muag hauv qab.

Kev kwv yees tus nqi: Cov ntawv cog lus ntev rau kev xa khoom mus rau txawv teb chaws tau ruaj ntseg, ua kom tus nqi luv luv ruaj khov; peb xav kom kaw cov ntim thiab tus nqi ua ntej, thiab muab qhov tseem ceeb rau lub peev xwm rau nruab nrab mus rau thaum pib lub Cuaj Hli.

Hlau sulfate

Cov Khoom Siv Raw: Zuag qhia tag nrho, cov nqi khoom siv raw tseem ruaj khov, tsis muaj kev nyuaj siab ntxiv.

Sab Kev Muab Khoom: Cov chaw tsim khoom tau txo qis kev tsim khoom mus rau qib qis tshaj plaws ntawm lub xyoo, ua rau tus nqi poob qis plaub hnub sib law liag.

Sab Kev Xav Tau: Kev lag luam pub zaub mov tom qab tseem nyob rau lub caij tsis muaj khoom noj, nrog rau kev yuav khoom tsis zoo thiab kev yuav khoom uas feem ntau yog vim muaj kev xav tau tseem ceeb.

Cov yam tseem ceeb ntawm macroeconomic: Tsis muaj kev cuam tshuam ncaj qha rau macroeconomic.

Kev kwv yees tus nqi: Kev txheeb xyuas cov khoom muag yuav siv sijhawm, yog li ntawd tus nqi yuav ruaj khov rau lub sijhawm luv luv nrog kev nce siab tsis txaus. Peb xav kom cov neeg uas muaj khoom muag ntau tos thiab saib xyuas, thaum cov neeg yuav khoom tseem ceeb yuav tsum yuav raws li lawv xav tau.

Tooj liab sulfate/tooj liab chloride yooj yim

Cov ntaub ntawv raw: Cov khoom siv etching yog nruj, nrog rau ntau dua raug coj mus rau cov khoom nruab nrab xws li daim txhuam cev tooj liab, txo qhov sib piv siv rau tooj liab sulfate.

Sab muab khoom:Tus nqi ua haujlwm ntawm 100% (tsis hloov pauv), kev siv peev xwm ntawm 42% (tsis hloov pauv), nrog kev ywj pheej tseem ceeb

Cov yam ntxwv:①Kev nce qib hauv kev sib tham ntawm Asmeskas-Iran + cov ntaub ntawv ADP thiab cov nyiaj hli tsis yog ua liaj ua teb tsis muaj zog ntawm Asmeskas→kev poob qis ntawm cov nyiaj daus las index→kev cia siab rau kev txo tus nqi nce siab→Tus nqi tooj liab nce siab (nce 1,828 yuan/ton rau lub lim tiam no). Lub lim tiam tom ntej, tsom mus rau cov ntaub ntawv CPI/PPI ntawm Asmeskas; yog tias kev nce nqi txias ntxiv, nws yuav txuas ntxiv mus pab cov hlau.

1) Tus nqi tam sim no

3) Kev kwv yees rau yav tom ntej:

Cov ntaub ntawv them nqi zog tsis yog ua liaj ua teb hauv Tebchaws Meskas tau qis dua li qhov xav tau, txo qhov kev kub ntxhov ntawm Federal Reserve kev nruj me ntsis rau lub sijhawm luv luv thiab txo cov nqi nqa rau cov hlau uas muaj tus nqi nyiaj daus las. Txawm li cas los xij, kev hloov pauv tas mus li hauv Middle East thiab kev cia siab tias yuav nce tus nqi tseem txuas ntxiv ua rau muaj kev nyuaj siab rau macroeconomic. Ntawm sab kev lag luam, kev xav tau hloov mus rau qhov tsis zoo vim yog Indonesia rov pib tsim khoom, tab sis cov khoom muag hauv zej zog qis, kev poob qis ntawm LME cov khoom lag luam, thiab kev thov muaj zog hauv Tebchaws Meskas muab kev txhawb nqa tseem ceeb. Cov nqi tooj liab siab tau ua rau muaj kev tawm tswv yim tsis zoo, ua rau muaj kev lag luam tsis muaj zog, ua rau muaj kev kho kom raug luv luv ntawm qib siab. Hauv nruab nrab mus rau lub sijhawm ntev, qhov laj thawj tseem ceeb ntawm qhov sib txawv ntawm kev muab khoom los ntawm kev khawb av thiab kev thov tshiab loj hlob tseem tsis hloov pauv,tswj hwmib qho kev sib piv tag nrho. Tooj liab tam sim no yog cov hlau zoo tshaj plaws hauv cov khoom tsis yog ferrous. Ntawm sab kev muab khoom, cov nqi ua cov tooj liab thoob ntiaj teb tau poob qis mus rau qib qis tshaj plaws txij li xyoo 2021, nrog rau cov khoom muagcov theem sab nraum Tebchaws Meskas uas muab kev txhawb nqa zoo tshaj plaws rau cov nqi. Kev thov qhia txog kev sib txawv ntawm cov qauv: cov khoom ib txwm muaj xws li vaj tse thiab cov khoom siv hauv tsev ntsib kev cuam tshuam los ntawm lub caij tsis muaj zog thiab kub siab, ua rau muaj kev poob qis dav hauv cov khoom lag luam hauv qabcov nqi khiav lag luam. Lub caij no, cov cheeb tsam loj hlob xws li AI computing power, lub zog tshiab, thiab kev nqis peev hauv grid tau them rov qab rau cov kev poob qis no thiab tsim kom muaj kev loj hlob ntawm kev thov..Tus nqi tooj liab xav tauto nyob twj ywm ntawm thaj chawntawm cov qib siab dua.

Kev Pom Zoo Txog Tus Nqi: Tus nqi tooj liab sulfate yuav hloov pauv raws li tus nqi lag luam tooj liab, tab sis qhov nce ntxiv tiag tiag yuav nyob ntawm kev sib xyaw ua ke ntawm ntau yam xws li kev muab khoom siv raw (kev ntws ntawm cov kua etching), cov nqi tag nrho ntawm cov chaw tsim khoom, thiab lub hom phiaj yuav khoom tom qab.

Cov Lus Qhia: Teem sijhawm yuav khoom raws li qhov ceev ntawm kev tsim khoom thiab cov khoom muag.

Magnesium sulfate/magnesium oxide

Hais txog cov khoom siv raw: kev muab magnesium oxide rau cov khoom noj tau nruj dua vim yog cov cai ib puag ncig ntawm magnesite, ua rau tus nqi hloov pauv ntawm qib siab; magnesium sulfate rau cov khoom noj tau txhawb nqa los ntawm hauv qab los ntawm tus nqi sulfur. Nrog rau kev thov muaj zog thaum lub caij yug me nyuam muab qhov chaw hauv pem teb thiab lub zog thiab cov khoom siv raw tus nqi tseem siab, cov xwm txheej kev ua lag luam luv luv yuav tseem ruaj khov nrog kev hloov pauv nruab nrab. Tus nqi yuav nce yooj yim dua li poob rau yav tom ntej, yog li peb pom zoo kom rov ua cov khoom muag hauv cov pawg raws li qhov xav tau tiag tiag.

Calcium iodate

Kev ua lag luam iodine tsis muaj zog ntawm qib siab dua, txhawb nqa los ntawm cov khoom siv raw khoom ruaj khov ntawm cov iodine refined uas muab kev txhawb nqa rau tus nqi, nrog rau kev muaj khoom txaus. Cov neeg yuav khoom noj khoom haus tom qab tsuas yog rov ua kom tiav cov xaj me me raws li qhov xav tau tam sim ntawd, ua rau kev ua lag luam qeeb. Cov nqi yuav tseem nyob qis me ntsis hauv lub sijhawm luv luv. Cov neeg yuav khoom yuav tsum rov ua kom tiav raws li qhov xav tau.

Sodium selenite

Ua ib yam khoom seem ntawm kev ua tooj liab, cov selenium nyoos tseem raug tso tawm rau hauv kev ua lag luam, tab sis vim tsis muaj kev yuav khoom ntau, cov nqi tseem nyob ntawm ntau yam. Kev ua lag luam selenium dioxide txav mus ua ke nrog cov selenium nyoos, thaum qhov kev thov los ntawm cov khoom siv hlau tseem tsis muaj zog, tsis muaj zog nce siab. Sodium selenite tau pom kev txo nqi tsis ntev los no vim yog cov nqi tsim khoom qis dua. Cov chaw tsim khoom premix hauv qab no feem ntau yuav khoom raws li qhov xav tau, tsis muaj kev khaws cia ntau. Hauv lub sijhawm luv luv, cov khoom xa tuaj tsis muaj cov tshuaj zoo, thiab kev xav tag nrho tseem ceev faj. Cov neeg yuav khoom siv txoj hauv kev tos thiab saib, yuav khoom raws li qhov xav tau.

Cobalt chloride

Lub lim tiam no, kev ua lag luam ntsev cobalt pom kev ua lag luam qeeb qeeb vim muaj kev tsis sib haum xeeb ntawm cov neeg ua lag luam sab saud thiab sab hauv. Cov chaw ua hlau tseem khaws cov lus hais siab txhawb nqa los ntawm tus nqi khoom siv raw, thaum cov neeg muab khoom rov ua dua tshiab qhia txog tus nqi sib txawv - qee qhov chaw tau poob qis ntxiv, ua rau muaj kev lag luam qis dua. Kev thov hauv qab tseem tsis muaj zog tag nrho, nrog rau kev xav yuav khoom txuas ntxiv mus tsis muaj zog. Cov nqi luv luv tseem ntsib kev nyuaj siab, thiab kev ruaj khov thiab kev rov zoo ntawm kev ua lag luam yuav nyob ntawm kev tso tawm ntawm kev thov rov qab los ntawm cov lag luam sab hauv. Peb pom zoo kom yuav khoom raws li qhov xav tau tiag tiag.

Potassium chloride/potassium carbonate/calcium formate/iodide

1. Potassium chloride: Cov khoom muag hauv chaw nres nkoj tam sim no tau nce mus txog li 3.3 lab tons, ntau dua li lub sijhawm tib yam xyoo tas los. Txawm hais tias qhov kev thov chiv rau lub caij nplooj zeeg tseem tsis tau tiav tag nrho, kev nyuaj siab ntawm kev ua lag luam tseem muaj thiab cov nqi pauv pauv tiag tiag tseem poob qis. Cov yam ntxwv ntawm kev nom kev tswv, suav nrog kev tsis sib haum xeeb hauv Ukraine thiab Russia thiab kev pheej hmoo ntawm kev xa khoom hauv Strait of Hormuz, txwv tsis pub muaj kev poob qis ntxiv. Hauv lub sijhawm luv luv, cov nqi yuav tseem tsis muaj zog thiab tsis ruaj khov. Saib xyuas cov cim ntawm kev yuav chiv rau lub caij nplooj zeeg thaum nruab nrab mus txog thaum kawg Lub Yim Hli; thaum qhov kev thov nce siab, kev rov zoo tuaj yeem ua tau, txawm hais tias kev rov zoo tseem tsis zoo li yuav tshwm sim. Kev muab khoom yuav tsum tau rov ua dua raws li qhov xav tau tiag tiag.

2. Tus nqi ntawm cov kua qaub formic tau qaug zog vim muaj kev thov qeeb qeeb rau lub caij, thiab cov neeg yuav khoom tsuas yog rov ua kom cov khoom tseem ceeb rov qab los xwb, ua rau kev lag luam tsis muaj zog. Kev thov zaub mov tsis muaj zog ua rau tus nqi ntawm cov calcium formate poob qis, thiab kev ua lag luam yuav nyob qis dua hauv lub sijhawm luv luv. Nws yog ib qho tseem ceeb kom ceev faj tswj cov khoom muag raws li qhov xav tau tiag tiag.

3. Tus nqi Iodine tseem ruaj khov lub lim tiam no piv rau lub lim tiam dhau los.