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 5 ntawm lub Plaub Hlis | Lub Limtiam 1 ntawm lub Tsib Hlis | Kev hloov pauv txhua lub lim tiam | Tus nqi nruab nrab ntawm lub Plaub Hlis | Tus nqi nruab nrab txog rau lub Tsib Hlis 8 | Kev hloov pauv txhua hli | Tus nqi tam sim no Tsib Hlis 13 | |
| Kev Lag Luam Hlau Shanghai # Zinc ingots | Yuan/tuj | 23800 | 24067 | ↑267 | 23727 | 24067 | ↑340 | 24710 |
| Shanghai Metals Network # Tooj liab Electrolytic | Yuan/tuj | 102003 | 102717 | ↑714 | 100316 | 102717 | ↑2401 | 108500 |
| Shanghai Metals Australia Mn46% manganese ore | Yuan/tuj | 45.11 | 42.25 | - | 45.09 | 42.25 | ↓2.84 | 44.25 |
| Cov nqi iodine refined uas xa tawm los ntawm cov koom haum lag luam | Yuan/tuj | 635000 | 635000 | - | 635000 | 635000 | - | 635000 |
| Shanghai Metals Lag Luam Cobalt Chloride (co≥24.2%) | Yuan/tuj | 115350 | 115433 | - | 115531 | 115433 | ↓98 | 115500 |
| Kev Lag Luam Hlau Shanghai Selenium Dioxide | Yuan/kilogram | 172.5 | 172.5 | - | 172.50 | 172.50 | - | 172.5 |
| Kev siv peev xwm ntawm cov chaw tsim khoom titanium dioxide | % | 74.22 | 76.16 | - | 71.78 | 76.16 | ↑4.48 |
1) Zinc sulfate
① Cov khoom siv raw: Zinc hypooxide: Tus coefficient ntawm kev sib pauv tseem siab.
Keeb kwm yav dhau los ntawm tus nqi zinc network: Macro: Kev rov tshwm sim ntawm kev tsis sib haum xeeb ntawm Asmeskas-Iran + Kev txuas ntxiv ntawm kev pheej hmoo geopolitical + kev txhawb nqa ntawm US dollar index → bearish rau tus nqi zinc; Cov hauv paus: Cov nqi ua zinc concentrate poob rau $ 950 ib tuj (qis tshaj plaws hauv yuav luag peb xyoos) + LME zinc cov khoom muag qis (19,500 tons hauv lub hli dhau los, poob 17%), muab kev txhawb nqa qis rau tus nqi. Kev kwv yees: Tus nqi nruab nrab ntawm zinc lub lim tiam tom ntej yuav yog 24,200 yuan ib tuj.
② Sulfuric acid: Tus nqi siab lub lim tiam no. Raws li kev tshuaj xyuas cov khoom siv raw thiab cov xaj upstream, zinc sulfate yuav tseem muaj zog hauv lub sijhawm luv luv.
2) Manganese sulfate
① Tus nqi ntawm sulfuric acid yog siab thiab ruaj khov.
Manganese sulfate tau raug hais kom muaj tus nqi siab heev lub lim tiam no, feem ntau yog vim tus nqi ntawm ntau yam khoom siv raw nce ntxiv tas li. Tam sim no, tus nqi ua haujlwm tag nrho tsis siab, ua rau tus nqi nce siab.
Kev xa khoom sai heev. Cov neeg siv khoom raug qhia kom kaw cov xaj kom raws sijhawm raws li cov khoom muag kom tsis txhob muaj lub sijhawm xa khoom ntau dhau.
3) Hlau sulfate
Tus nqi siv peev xwm ntawm cov neeg tsim khoom titanium dioxide ntawm qhov kawg ntawm cov khoom siv raw tau rov qab me ntsis, tab sis ferrous heptahydrate tau raug cuam tshuam los ntawm kev hloov pauv ntawm kev lag luam hauv kev lag luam lithium iron phosphate, thiab kev nkag ntawm ferrous monohydrate tau nce ntxiv tsawg, thiab qhov xwm txheej nruj tseem tsis hloov pauv.
Sulfuric acid: Siab rau lub lim tiam.
Xav txog cov khoom muag tsis ntev los no ntawm cov tuam txhab thiab cov nqi ua haujlwm sab saud, ferrous sulfate yuav nce ntxiv rau lub sijhawm luv luv. Cov neeg siv khoom raug qhia kom nce lawv cov khoom muag kom tsim nyog.
4） Tooj liab sulfate/copper chloride yooj yim
Cov nqi nyiaj Asmeskas qis dua ua ke nrog cov xov xwm ntawm kev rov pib ua haujlwm ntawm lub qhov av tooj liab qeeb hauv Indonesia ua rau muaj kev cia siab tias yuav muaj kev muab khoom nruj dua, kev cuam tshuam ntau zaus ntawm qhov kawg ntawm lub qhov av, kev tsis txaus kua qaub ua ke nrog kev txo qis ntawm cov khoom muag hauv tsev tau txhawb nqa tus nqi tooj liab. Kev tsis sib haum xeeb hauv ntiaj teb tau thawb tus nqi roj thiab kev cia siab txog kev nce nqi, thiab kev ua tau zoo ntawm cov lag luam thoob ntiaj teb, tshwj xeeb tshaj yog cov khoom lag luam thev naus laus zis hauv Asmeskas, tau hais ntxiv txog kev nyiam ntawm AI computing infrastructure, uas yog qhov zoo rau tus nqi tooj liab. Kev qeeb ntawm kev rov pib ua haujlwm ntawm lub qhov av tooj liab hauv Indonesia, kev tsis txaus kua qaub sulfuric thiab kev txo cov khoom muag hauv tsev tau ua rau muaj kev tsis txaus ntawm cov khoom muag.
1) Tus nqi tam sim no
Tom qab ntawd, nws yog ib qho tsim nyog yuav tsum tau them sai sai rau cov qauv uas xav tau tom qab ntau qhov xwm txheej loj hauv lub Tsib Hlis tau siv, suav nrog kev sib tham ntawm Asmeskas-Iran, Trump mus xyuas Tuam Tshoj thiab kev hloov pauv hwj chim ntawm Federal Reserve. Cov nqi tooj liab yuav sim cov siab tshaj plaws yav dhau los, thaum saib xyuas cov lus teb tiag tiag los ntawm kev ua lag luam. Nws xav tias qhov kev ua haujlwm tseem ceeb ntawm Shanghai tooj liab yuav nyob ib puag ncig 106,200-109,200 yuan ib tuj yav tom ntej.
2) Tus nqi tooj liab sib txawv li tsib xyoos dhau los (2021-2026): Kev xaus ntawm tus qauv tsib xyoos: Nce mus - rub rov qab - sab - tawg dua - Kev sib koom ua ke siab. Tam sim no nws nyob rau ntawm nws qhov siab tshaj plaws hauv yuav luag tsib xyoos.
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.
Vim yog kev tswj hwm cov peev txheej magnesite tom qab hnub so, kev txwv tsis pub siv ntau dhau thiab kev kho kom zoo rau ib puag ncig, 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 ntxiv ntau. Vim yog kev ua tsov rog, tus nqi sulfur nce siab thiab tus nqi sulfuric acid nce siab, muab kev txhawb nqa zoo rau tus nqi magnesium sulfate. Nws raug pom zoo kom khaws cia kom zoo.
6) Calcium iodate
Kev ua lag luam calcium iodate rau cov tsiaj pub tsiaj tseem ruaj khov ntawm qib siab thiab hloov pauv me ntsis dhau lub lim tiam dhau los. Tus nqi iodine nyoos ruaj khov thiab kev txhawb nqa tus nqi muaj zog. Cov chaw tsim khoom ua haujlwm ib txwm, kev muab khoom ruaj khov, cov tuam txhab pub tsiaj yuav khoom raws li qhov xav tau, kev thov tau tso tawm nruab nrab, kev ruaj khov luv luv tau tswj hwm yam tsis muaj kev nce thiab nqis pom tseeb. Nws raug pom zoo kom khaws cia kom zoo.
7） Sodium selenite
Hais txog cov khoom siv raw: Cov selenium nyoos thiab selenium dioxide feem ntau tsis muaj zog thiab tsis ruaj khov. Kev muab cov khoom seem los ntawm kev smelting yog xoob, thaum qhov kev thov rau iav thiab pub downstream tsis muaj zog, thiab qhov ntim kev lag luam tsawg. Cov nqi khoom siv raw txhawb nqa qhov kev poob qis yog txwv, thiab nws xav tias yuav tswj hwm qhov tsis muaj zog hauv lub sijhawm luv luv. Cov nqi khoom siv raw Sodium selenite tau txo qis, thiab kev kwv yees tau rho tawm ntawm qhov kev poob qis.
8) Cobalt chloride
Cobalt sulfate thiab cobalt chloride tsis tau poob qis lawm thiab tab tom ua lag luam sab. Kev nruj ntawm cov lus qhia cobalt hauv Congo tau txhawb nqa cov nqi khoom siv raw. Kev thov muaj zog tom qab tau ua rau muaj kev lag luam tiaj tus. Cov roj teeb Lithium maj mam rov pib tsim khoom. Cov ntsev cobalt luv luv yuav ruaj khov nrog qhov sib txawv me ntsis. Nws raug pom zoo kom yuav thaum xav tau.
9） Potassium chloride/potassium carbonate/calcium formate/iodide
1. Potassium chloride: Kev nce me ntsis ntawm cov chiv potassium. Thaum lub caij tsis muaj potash, cov yam uas txwv tsis pub nce: lub caij tsis muaj potash, kev txwv txoj cai, tsis muaj zog, them sai sai rau cov yam ntxwv ib puag ncig hauv tebchaws thiab thoob ntiaj teb, khaws cia kom zoo raws li qhov xav tau.
2. Cov nqi ntawm cov kua qaub (formic acid) tseem pheej poob qis, cov tuam txhab tsim khoom muaj ntau cov khoom muag, thiab qhov xav tau tsis muaj zog. Cov nqi ntawm cov calcium formate tab tom poob qis vim tias cov nqi raug txo qis. Nws raug pom zoo kom khaws cia raws li qhov xav tau.
3. Tus nqi iodide tseem ruaj khov lub lim tiam no piv rau lub lim tiam dhau los.
Kev sab laj pub dawb
Thov cov qauv
Tiv Tauj Peb
Lub sijhawm tshaj tawm: Tsib Hlis-14-2026
