Qhov Tseem Ceeb ntawm Kev Lag Luam Tag Nrho
Qhov sib txawv tag nrho:Kev sib txawv ntawm kev ua lag luam tseem txuas ntxiv mus, nrog rau txhua sab lub hauv paus ua tus thawj coj ntawm kev ua lag luam. Cov xaj rau manganese sulfate muaj ntau thiab tus nqi ruaj khov; Tus nqi ntsev zinc txhawb nqa kev sib txawv ntawm kev muab khoom, qhov qis tshaj plaws yog khov kho; Cov tshuaj diluent raug kev nyuaj siab vim tias ob qho tib si kev muab khoom thiab kev thov tsis muaj zog.
Lub lim tiam tom ntej no yuav tsum tsom mus rau qhov tseem ceeb: Ntawm sab macro, mloog cov lus hais ntawm pawg neeg pov npav FOMC ntawm Federal Reserve thiab cov ntaub ntawv LPR hauv lub Xya Hli kom txiav txim siab qhov kev hloov pauv ntawm cov nqi ntawm cov hlau xws li tooj liab thiab zinc; Ntawm qib kev lag luam, mloog cov lus txib xa los ntawm cov chaw tsim khoom manganese sulfate monohydrate (uas cuam tshuam nrog seb cov lus txib puas tuaj yeem raug kaw rau lub sijhawm); Kev ruaj khov ntawm cov neeg tsim khoom ntsev zinc cov khoom tsim tawm (txiav txim siab lub zog ntawm kev txhawb nqa hauv qab); Tus nqi sib txawv ntawm cov khoom siv raw diluent (txiav txim siab seb puas tseem muaj chaw rau nws mus qis).
| Chav | Lub Limtiam 2 ntawm Lub Xya Hli | Lub Limtiam 3 ntawm Lub Xya Hli | Kev hloov pauv txhua lub lim tiam | Tus nqi nruab nrab hauv lub Rau Hli | Tus nqi nruab nrab txij li Lub Xya Hli 17 | Kev hloov pauv txhua hli | Tus nqi tam sim no rau lub Xya Hli 14 | |
|---|---|---|---|---|---|---|---|---|
| Kev Lag Luam Hlau Shanghai # Zinc ingots | Yuan/tuj | 24537 | 24568 | ↑31 | 24435 | 24480 | ↑45 | 24325 |
| Shanghai Metals Network # Tooj liab Electrolytic | Yuan/tuj | 103236 | 104320 | ↑1084 | 104191 | 103487 | ↓704 | 105285 |
| Shanghai Metals AustraliaMn46% manganese ore | Yuan/tuj | 43.45 | 43.31 | ↑0.08 | 45.65 | 43.15 | ↑0.5 | 43.15 |
| 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 | 103000 | 102000 | ↓1000 | 109940 | 102827 | ↓7113 | 101000 |
| Kev Lag Luam Hlau Shanghai Selenium Dioxide | Yuan/kilogram | 121 | 120 | ↓1 | 164.9 | 121.54 | ↓43.36 | 120 |
| Kev siv peev xwm ntawm cov chaw tsim khoom titanium dioxide | % | 71.91 | 71.53 | ↓0.38 | 74.46 | 71.81 | ↓2.65 |
Zinc sulfate
Sab raw khoomMuaj zinc hypooxide ntau heev, muaj khoom tsawg, tus nqi pauv pauv siab; Tus nqi sulfuric acid txawv ntawm thaj chaw. Kev txhawb nqa tus nqi tag nrho muaj zog.
Sab muab khoom: Tus nqi ua haujlwm 63% (piv nrog ↑5%), tus nqi siv peev xwm 55% (↑15%), kev muab khoom hauv khw tseem nyob rau qib qis thoob plaws hauv ib xyoos.
Kev thovCov lag luam pub tsiaj hauv tsev yuav khoom raws li qhov xav tau, thiab tsuas yog cov chiv pab pawg thiab cov chiv tshwj xeeb muab kev txhawb nqa me ntsis; Ntawm sab xa khoom tawm, tus nqi thauj khoom hauv dej hiav txwv ntawm txoj kev South American tau poob qis 17-19%, tab sis tus nqi tag nrho tseem siab dua 76-107% dua li lub sijhawm ib txwm, thiab cov neeg siv khoom tab tom tos thiab saib xyuas kom txo qis tus nqi thauj khoom ntxiv. Cov yam ntxwv ntawm kev siv khoom thaum tsis yog lub caij yog qhov pom tseeb.
Cov yam tseem ceeb ntawm macroKev nce ntxiv ntawm kev tsis sib haum xeeb ntawm Asmeskas-Iran thiab kev ncua sijhawm ntawm kev cia siab ntawm Fed nce tus nqi ua rau kev xav ntawm kev ua lag luam thiab pab cov nqi zinc; Tab sis tus nqi ua tiav rau zinc concentrate poob qis mus rau -750 yuan ib tuj kub (qis tshaj plaws), kev poob smelting nce ntxiv, kev saib xyuas kev lag luam thiab kev tswj hwm kev tsim khoom nce ntxiv, thiab sab khoom siv raw tau txhawb nqa zoo.
Kev kwv yees tus nqi:Vim muaj kev xav ntau ntawm cov lag luam loj, tus nqi zinc yuav nyob ib ncig ntawm 24,590 yuan ib tuj rau lub lim tiam tom ntej, nce ntxiv los ntawm lub lim tiam no. Zinc sulfate monohydrate tau pom kev so thiab xav tias yuav nyob ruaj khov, tab sis tsis muaj zog nce siab.
Lus Cim: Yuav khoom raws li qhov xav tau raws li koj cov khoom muag.
Manganese sulfate
Sab raw khoomTus nqi siab thiab ruaj khov ntawm cov manganese ore thiab sulfuric acid ua rau tus nqi qis tshaj plaws. Qinzhou Port Gabon Seed Mn41% manganese ore nce me ntsis los ntawm 0.08 yuan ib tonne mus rau 38.00 yuan ib tonne txhua lub lim tiam, thiab tus nqi nruab nrab txhua hli kuj nce ntxiv.
Sab muab khoomTus nqi ua haujlwm 94% (hli-rau-hli ↑13%), tus nqi siv peev xwm 72% (↑10%), tus nqi ua haujlwm siab heev; Cov xaj tau teem sijhawm txog rau nruab nrab lub Cuaj Hli (55-60 hnub), thiab cov chaw tsim khoom nruj me ntsis rau kev xa khoom.
Sab kev thov:Cov chaw tsim khoom manganese sulfate txawv teb chaws tseem txuas ntxiv ncua kev tsim khoom, kev txiav txim xa khoom mus rau Tuam Tshoj, kev xa khoom mus rau kev lag luam nce siab; cov khoom lag luam ib txwm muaj xws li pub tsiaj thiab chiv yog nyob rau lub caij tsis muaj khoom, tseem muaj kev yuav khoom raws li qhov xav tau. Kev nce ntxiv ntawm kev xa khoom mus rau kev lag luam tseem ceeb.
Cov yam tseem ceeb ntawm macroCov cib fim ntawm cov qauv tsim los ntawm kev hloov pauv hauv cov qauv kev muab manganese thoob ntiaj teb (kev kaw txawv teb chaws), qhov cuam tshuam ntawm cov yam tseem ceeb yog qhov tsis ncaj qha.
Kev kwv yees tus nqiCov nqi ruaj khov + cov xaj xa tawm tag nrho, cov nqi tseem ruaj khov thiab muaj zog. Cov lus qhia txog kev lag luam: Xauv cov xaj kom raws sijhawm thiab ntxiv cov khoom muag.
Hlau sulfate
Cov khoom siv rawsab: Tus nqi ntawm cov khoom siv ferrous heptahydrate tau poob qis hauv qee thaj tsam, ua rau kev txhawb nqa tus nqi tsis muaj zog
Sab muab khoomCov xaj los ntawm cov chaw tsim khoom tau poob qis ntxiv, kev nyuaj siab rau cov khoom muag tau nce siab, thiab cov lus hais los ntawm cov chaw tsim khoom tau poob qis dua. Kev thov tseem qeeb qeeb yam tsis muaj cim qhia tias yuav zoo dua, thiab tus qauv kev muab khoom thiab kev thov yuav tsis rov qab los rau lub sijhawm luv luv.
Sab kev thov: Kev yuav khoom tom qab raws li qhov xav tau, tsis muaj kev nce ntxiv ntawm qhov xav tau.
Cov yam tseem ceeb ntawm macro: Tsis muaj kev cuam tshuam ncaj qha rau macro.
Kev kwv yees tus nqiCov khoom muag ntau heev yuav tsis hloov pauv rau lub sijhawm luv luv, cov qauv kev muab khoom thiab kev thov khoom yuav tsis rov qab los, qhov ua tau tias yuav poob qis ntxiv tsis raug txiav txim siab, cov hauv paus tsis muaj zog tshaj plaws.
Tooj liab sulfate/tooj liab chloride yooj yim
Cov khoom siv raw kawg:Kev muab cov tshuaj etching nruj heev, ntau dua ntws mus rau cov khoom nruab nrab xws li daim txhuam cev tooj liab, qhov sib koom siv rau tooj liab sulfate tab tom nqaim.
Sab muab khoom:Kev khiav hauj lwm tus nqi 100% (tiaj tus), kev siv peev xwm 42% (tiaj tus), kev ywj pheej ntau dua
Cov yam ntxwv:Qhov ua tsis tau raws li daim ntawv cog lus tsis sib haum xeeb ntawm Asmeskas thiab Iran tau ua rau tus nqi roj nce siab thiab ua rau muaj kev txhawj xeeb txog kev nce nqi, kev ua lag luam tooj liab tau tswj hwm qhov sib npaug nrog cov khoom muag tsawg, thiab kev siv nyiaj nyuaj rau nce thaum lub caij tsis muaj nyiaj vim muaj kev txhawj xeeb txog kev thov nce siab. Qhov teeb meem loj tshaj plaws hauv kev ua lag luam tooj liab tam sim no yog nyob rau hauv kev cia siab ntawm cov nqi se uas tau tshwm sim los ntawm kev tshawb nrhiav ntawm Asmeskas Tshooj 232. Txawm hais tias tsis muaj cov nqi se rau cov tooj liab ua kom huv, kev xav ntawm kev ua lag luam tau ua rau muaj kev sib txawv ntawm cov qauv hauv cov khoom muag thoob ntiaj teb. Qhov "siphon effect" no tsis yog tsuas yog ua rau qhov sib txawv ntawm tus nqi thoob plaws kev ua lag luam xwb tab sis kuj ua rau muaj kev tsis txaus zais cia hauv kev ua lag luam uas tsis yog Asmeskas. Kev siv txoj cai se roj teeb hauv tsev tau muab kev txhawb nqa rau kev thov tooj liab mus sij hawm ntev, thaum TC txuas ntxiv qeeb qeeb thiab kev txo cov khoom muag sai tau tsim cov kab hauv qab zoo rau tus nqi tooj liab. Txawm li cas los xij, kev cia siab ntawm Federal Reserve thiab kev cuam tshuam ntau zaus ntawm Middle East geopolitical kev tsis sib haum xeeb tseem yog kev tswj hwm macro. Tus nqi tooj liab yuav tseem tsis ruaj khov.
3) Kev kwv yees rau yav tom ntej:
Kev kwv yees tus nqi:Tus nqi tooj liab tseem ceeb rau lub lim tiam tom ntej no yuav yog 104,000-105,000 yuan ib tuj (nce ntxiv los ntawm lub lim tiam no). Tus nqi tooj liab sulfate yuav hloov pauv raws li tus nqi tooj liab hauv network, tab sis qhov nce ntxiv no raug txwv los ntawm kev hloov pauv ntawm cov khoom siv raw, cov nqi sib koom ua ke thiab lub hom phiaj yuav khoom ntawm cov neeg yuav khoom hauv qab. Nws tau ua raws li lub lim tiam no, qhia txog kev ua siab ntev.
Cov Lus QhiaYuav khoom tau yooj ywm thiab muaj sijhawm raws li lub sijhawm tsim khoom thiab cov khoom muag.
1) Tus nqi tam sim no
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.
Magnesium sulfate/magnesium oxide
Nyob rau hauv cov nqe lus ntawm cov khoom siv rawTus nqi ntawm magnesium oxide tau ruaj khov tsis ntev los no. Kev tawm tsam rau kev tiv thaiv ib puag ncig tau txo qis me ntsis, thiab tus nqi ntawm magnesium oxide yuav txo qis thaum qee lub Hoobkas me me rov pib tsim khoom. Tus nqi sulfur tau txuas ntxiv nce, tus nqi sulfuric acid tseem siab, magnesium sulfate tau sib sau ua ke ntawm qib siab, thiab magnesium monohydrate tau nce siab tas li. Lub caij siab tshaj plaws rau kev ua liaj ua teb tau poob qis, cov khoom siv raw thiab cov nqi zog siab, kev ua lag luam luv luv muaj zog thiab tsis ruaj khov, thiab nws yuav nce ntau dua li poob hauv kev ua lag luam yav tom ntej. Nws raug pom zoo kom rov ua cov khoom lag luam hauv cov pawg raws li qhov xav tau.
Calcium iodate
Kev ua lag luam iodine nyob rau theem siab tab sis tsis muaj zog. Cov khoom siv raw iodine refined ruaj khov, muab kev txhawb nqa tus nqi. Cov chaw tsim khoom ua haujlwm zoo thiab muaj kev muab khoom txaus. Cov khoom noj khoom haus tom qab tsuas yog rov ua dua nrog cov xaj me me ntawm qhov xav tau tseem ceeb, kev lag luam tsis kim, tus nqi luv luv tsis muaj zog me ntsis. Rov ua dua raws li qhov xav tau.
Sodium selenite
Cov selenium nyoos tsis tshua muaj zog, muaj ntau yam khoom seem los ntawm kev smelting thiab kev lag luam me me; Selenium dioxide tsis muaj zog nrog rau cov khoom siv raw. Cov sodium selenite qib pub tsiaj tswj tus nqi raws li qhov xav tau los ntawm kev ua liaj ua teb aquaculture, nrog rau cov nqi ntws los ua kev txhawb nqa. Kev ua lag luam tag nrho yog saib xyuas, thiab qhov sib txawv luv luv ntawm qhov tsis muaj zog tseem txuas ntxiv mus. Yuav thaum xav tau.
Cobalt chloride
Cobalt chloride, cobalt oxide, lithium cobalt oxide synchronous oscillation consolidation. Cobalt chloride tsis poob thiab sim nce tus nqi, tab sis kev lag luam qeeb; Cobalt tetroxide tab tom sib sau ua ke vim muaj kev thov tsis zoo; Lithium cobalt oxide raug kev nyuaj siab, lithium carbonate qhov kev nce siab tsis tau tsav cov lus hais, thiab tus nqi tag nrho tseem ruaj khov. Yuav thaum xav tau.
Potassium chloride/potassium carbonate/calcium formate/iodide
1. Potassium chloride: Electrolytic cobalt tau hloov pauv ntau lub lim tiam dhau los, cobalt nruab nrab thiab cobalt sulfate qaug zog tib lub sijhawm. Kev muab khoom thiab kev thov ntawm cov ntsev cobalt tau faib ua ob pawg. Cov chaw tsim khoom tseem ceeb tuav tus nqi, cov khoom siv rov ua dua tshiab tau muag hauv khw ntawm tus nqi qis, kev txaus siab khaws cia qis, lub voj voog rov ua dua tshiab qeeb, thiab tsis muaj kev rov qab los luv luv. Nws raug pom zoo kom yuav raws li qhov xav tau.
2. Cov kua qaub formic hauv tebchaws tau nce ntxiv tas li hauv kaum hnub thawj zaug ntawm lub Xya Hli ua ntej ruaj khov, nrog rau tus nqi siab dua li thaum pib lub hlis. Kev txhim kho ua ntej hauv kev xa khoom tau coj cov khoom muag rov qab mus rau qhov ntau yam tsim nyog, txhawb nqa qis tshaj plaws ntawm kev ua lag luam; Tab sis kev siv khoom qis dua tsis muaj zog thaum lub caij so thiab tsis muaj zog nce siab, yog li kev ua lag luam yuav txuas ntxiv hloov pauv mus rau sab hauv lub sijhawm luv luv. Nws raug pom zoo kom ceev faj txog kev khaws cia raws li kev thov.
3. Tus nqi iodide tseem ruaj khov lub lim tiam no piv rau lub lim tiam dhau los.
Xaus Lus Rau Cov Neeg Yuav Khoom Noj Khoom Haus
- Manganese sulfate - qhov tseem ceeb rau kev ruaj ntseg cov xaj vim muaj khoom tsawg.
- Zinc sulfate - yuav raws li qhov xav tau, tsis tas yuav nrhiav sai.
- Tooj liab sulfate - kev yuav khoom raws li lub sijhawm ua haujlwm sib haum nrog kev tsim khoom.
- Hlau sulfate - ceev faj, tsis txhob muab cov khoom loj tso rau hauv.
- Magnesium, iodine, selenium, cobalt - yuav khoom raws li qhov xav tau.
Nyob twj ywm mloog qhov hloov tshiab ntawm lub lim tiam tom ntej thaum peb taug qab cov macro cues thiab kev nce qib ntawm kev xa khoom.
Kev sab laj pub dawb
Thov cov qauv
Tiv Tauj Peb
Lub sijhawm tshaj tawm: Lub Xya Hli-24-2026