Thaum peb nkag mus rau lub lim tiam thawj zaug ntawm Lub Rau Hli 2026, kev ua lag luam rau cov khoom noj uas muaj cov kab kawm - cov khoom tseem ceeb hauv cov khoom noj tsiaj - tab tom qhia txog tus qauv sib xyaw. Txawm hais tias qhov kev thov hauv qab no tab tom txo qis hauv qee qhov ntu, cov nqi khoom siv raw tseem siab heev, tsim kom muaj qhov xwm txheej nyuaj rau cov neeg yuav khoom noj khoom haus thiab cov chaw tsim khoom.
Raws li kev tshuaj xyuas kev ua lag luam tshiab kawg, ntawm no yog kev faib tawm ntawm cov ntsiab lus tseem ceeb thiab cov neeg tsim khoom noj yuav tsum xav tau dab tsi rau lub lim tiam tom ntej.
Qhov Tseem Ceeb ntawm Kev Lag Luam Tag Nrho
Tam sim no kev ua lag luam muaj tus cwj pwm los ntawm "kev thov nres, cov nqi tuav."
Cov xaj raumanganese sulfatemonohydrate tseem khov kho txog thaum kawg Lub Xya Hli.Zinc sulfatentsib teeb meem los ntawm kev nce nqi thauj khoom hauv dej hiav txwv thiab kev siv tsis raws caij nyoog, tab sis kev txhawb nqa tus nqi tseem muaj. Tus nqi tooj liab muaj zog thiab tsis ruaj khov, txhawb nqa los ntawm kev lag luam loj. Cov hom me me xws licalcium iodate, sodium selenite, cobalt chloride, thiabhlau sulfateqhia txog qhov sib npaug tsis muaj zog, nrog rau cov nqi ruaj khov.
Cov kev pheej hmoo loj xws li kev pom zoo ntawm Asmeskas-Iran thiab Fed txoj cai hloov pauv tus nqi paj laum, ntxiv rau kev lag luam xa khoom xa tawm uas tsis ruaj khov.
| Chav | Lub Limtiam 3 ntawm lub Tsib Hlis | Lub Limtiam 4 ntawm lub Tsib Hlis | Kev hloov pauv txhua lub lim tiam | Tus nqi nruab nrab ntawm lub Plaub Hlis | Tus nqi nruab nrab ntawm lub Tsib Hlis | Kev hloov pauv txhua hli | Tus nqi tam sim no txij li Lub Rau Hli 4 | |
|---|---|---|---|---|---|---|---|---|
| Kev Lag Luam Hlau Shanghai # Zinc ingots | Yuan/tuj | 24,564 | 24,684 | ↑120 | 23,727 | 24,489 | ↑762 | 24,830 |
| Kev Lag Luam Hlau Shanghai # Tooj Liab Electrolytic | Yuan/tuj | 104,234 | 104,710 | ↑476 | 100,316 | 104,740 | ↑4,424 | 105,210 |
| Shanghai Metals Network Australia Mn46% manganese ore | Yuan/tuj | 37.6 | 37.6 | - | 45.09 | 37.85 | ↓7.24 | 38.8 |
| Cov nqi iodine refined uas xa tawm los ntawm cov koom haum lag luam | Yuan/tuj | 635,000 | 635,000 | - | 635,000 | 635,000 | - | 635,000 |
| Shanghai Metals Lag Luam Cobalt Chloride (co≥24.2%) | Yuan/tuj | 114,950 | 113,350 | ↓1,600 | 115,531 | 114,739 | ↓792 | 112,600 |
| Kev Lag Luam Hlau Shanghai Selenium Dioxide | Yuan ib kilogram | 172.5 | 172.5 | - | 172.50 | 172.5 | - | 172.5 |
| Kev siv peev xwm ntawm cov chaw tsim khoom titanium dioxide | % | 75.78 | 74.71 | ↓1.07 | 71.78 | 75.8 | ↑4.02 |
Zinc sulfate
Sab raw khoomTus nqi ntawm cov kua qaub sulfuric tseem siab thiab ruaj khov, cov coefficient ntawm zinc oxide siab
Kev Muab Khoom:Tus nqi ua haujlwm 68% (tsis hloov pauv), kev siv peev xwm 69% (↓2%), cov xaj tau sau tseg txog thaum pib Lub Xya Hli
Kev thov:LubKev yuav khoom noj khoom haus raws li qhov xav tau, thiab cov chiv chiv tseem nyob rau theem kawg; Kev xa khoom tawm tau qeeb vim yog tus nqi thauj khoom hauv dej hiav txwv nce siab, tab sis cov xaj ua ntej tseem raug txhawb nqa
Cov yam tseem ceeb ntawm macroKev cia siab ntxiv rau kev pom zoo ntawm Tebchaws Meskas thiab Iran, cov ntaub ntawv PCE ua raws li kev cia siab, ua rau tus nqi zinc nce siab; Tab sis cov khoom muag hauv zej zog ntawm cov zinc ingots tshaj 260,000 tons, thiab kev tsim cov galvanizing downstream tau txo qis thaum lub caij so.
Kev kwv yees tus nqi:Cov txiaj ntsig loj heev muab kev txhawb nqa hauv qab, tab sis cov hauv paus tsis muaj zog tswj qhov chaw siab dua. Tus nqi zinc nruab nrab yuav nyob ib puag ncig 24,600 yuan ib tuj lub lim tiam tom ntej, nrog rau kev yuav khoom yooj ywm raws li cov khoom muag.
Manganese sulfate
Sab raw khoomTus nqi ntawm cov manganese ore tseem ruaj khov, tus nqi ntawm cov sulfuric acid tseem siab.
Sab muab khoom: Tus nqi ua haujlwm tau 88% (↑7%), cov xaj tau teem tseg txog rau thaum xaus Lub Xya Hli, kev xa khoom sai.
Kev thov zaub mov qeeb qeeb thiab cov chiv chiv nyob rau theem kawg; Kev thov xa khoom tawm tseem muaj zog, ua rau muaj kev thov tag nrho.
Cov yam tseem ceeb ntawm macroKev hloov pauv ntawm kev lag luam xa khoom tuaj yeem cuam tshuam rau qhov kev xa khoom sai.
Kev kwv yees tus nqi:Kev ntim khoom ntau txhawb nqa cov nqi ruaj khov, thiab cov nqi yuav qaug zog tom qab.
Kev yuav khoomkev qhiaXauv cov xaj kom raws sijhawm thiab zam lub sijhawm xa khoom coob tshaj plaws.
Hlau sulfate
Sab raw khoom:Ferrous heptahydrate raug lwm cov lag luam hloov pauv, cov nqi tseem ruaj khov, thiab kev txhawb nqa ntawm cov khoom siv raw muaj zog.
Sab muab khoom:Tus nqi ua haujlwm 80% (tsis hloov pauv), tus nqi siv peev xwm 23% (tsis hloov pauv).
Kev Xav Tau:Cov nqi tau tsis poob qis thiab ruaj khov los ntawm cov khoom siv raw, tab sis qhov kev thov tshwj xeeb tsis tau teev tseg.
Cov yam tseem ceeb ntawm macro:Tsis muaj qhov cuam tshuam ncaj qha pom tseeb.
Kev kwv yees tus nqi:Kev txhawb nqa cov khoom siv raw khoom muaj zog thiab cov nqi ruaj khov. Cov nqi yuav tsis muaj zog hauv lub sijhawm tom qab.
Cov lus qhia txog kev lag luam:Yuav raws li qhov xav tau.
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 ua haujlwm nrawm 100% (tiaj tus), kev siv peev xwm 45% (tiaj tus).
Kev Xav Tau: Lub sijhawm ib ntuskev poob qis ntawm tus nqi tooj liab tau ua rau muaj kev txaus siab khaws cia rau hauv qab, thiab kev lag luam hauv khw tau nce siab.
Cov yam tseem ceeb ntawm macro:lub moj khaum ntawm daim ntawv cog lus ntawm kev nkag siab uas tau ncav cuag ntawm Tebchaws Meskas thiab Iran pab cov nqi tooj liab; Fed qhov kev cia siab ntawm kev tswj hwm tus nqi paj laum yog bearish rau cov hlau, tab sis tooj liab muaj zog dua ntawm macro zoo.
Kev kwv yees tus nqi: Tus nqi tooj liabyuav hloov pauv ntau heev rau lub lim tiam tom ntej, nrog rau qhov nruab nrab ntawm 104,500-105,500 yuan ib tuj.
Cov lus qhia txog kev lag luam:Yuav raws li qhov xav tau.
1) Tus nqi tam sim no
2) Tus nqi tooj liab sib txawv li tsib xyoos dhau los (2021-2026): Kev xaus ntawm tus nqi tsib xyoos: Nce - rub rov qab - sib sau ua ke - rov ua dua tshiab - Kev hloov pauv siab heev. 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 raw: Magnesium oxide tau pom qhov nce me ntsis tsis ntev los no, txhawb nqa los ntawm cov khoom siv raw thiab kev tiv thaiv ib puag ncig.
Cov kua qaub sulfuric nyob rau sab qaum teb tam sim no ruaj khov ntawm qib siab. Magnesium sulfate tab tom sib sau ua ke ntawm qib siab, thaum magnesium monohydrate nce siab tas li. Lub caij ua liaj ua teb aquaculture tau poob qis lawm, 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 ntxiv cov khoom lag luam hauv cov pawg raws li qhov xav tau.
Calcium iodate
Kev tshuaj xyuas kev ua lag luam:Tus nqi iodine uas tau ua kom huv si tseem ruaj khov, cov chaw tsim khoom muab khoom ib txwm muaj, thiab kev yuav khoom tom qab ntawd feem ntau yog rau cov kev xav tau tseem ceeb.
Kev kwv yees tom qab:Cov nqi yuav ruaj khov rau lub sijhawm luv luv nrog rau qhov chaw tsawg rau kev hloov pauv.
Kev yuav khoomlus qhia: Yuav raws li qhov xav tau, tsis tas yuav khaws cia ntau dhau.
Sodium selenite
Kev tshuaj xyuas kev ua lag luam:Tus nqi selenium nyoos thiab selenium dioxide tseem tsis ruaj khov, qhov kev thov tag nrho tsis muaj zog.
Kev kwv yees tom qab: Nwsxav tias qhov kev sib koom ua ke luv luv yuav tseem tsis muaj zog thiab ruaj khov, thiab yuav tsis muaj kev nce siab ntawm cov nqi.
Cov lus qhia txog kev yuav khoom: Nws yogpom zoo kom tswj cov voj voog khoom muag kom tsis txhob muaj peev txheej ntau dhau.
Cobalt chloride
Lub lim tiam dhau los no, cov ntsev cobalt tsis muaj zog thiab kev lag luam tsis muaj zog. Cobalt sulfate txuas ntxiv tsis muaj zog, nrog rau cov khoom siv pheej yig dua; Cobalt chloride kuj tsis muaj zog. Kev muab khoom siv raw tsis txaus txhawb nqa tus nqi, tab sis kev thov qis dua, feem ntau yog kev txo cov khoom muag thiab kev rov ua dua tshiab, nrog rau kev tos thiab saib, thiab kev hloov pauv tsis muaj zog rau lub sijhawm luv luv tseem txuas ntxiv mus. Nws raug pom zoo kom yuav thaum xav tau.
Potassium chloride/potassium carbonate/calcium formate/iodide
1. Potassium chloride: Cov ntsev Cobalt tau poob qis me ntsis thiab kev lag luam tau yooj yim dhau lub lim tiam dhau los. Cobalt sulfate txuas ntxiv poob qis, nrog rau cov khoom siv pheej yig dua; Cobalt chloride kuj tsis muaj zog. Kev muab khoom siv raw tsawg txhawb nqa tus nqi, tab sis kev thov qis qis, feem ntau yog kev txo cov khoom muag thiab kev rov ua dua tshiab, nrog rau kev tos thiab saib, thiab kev hloov pauv luv luv tseem pheej ua. Nws raug pom zoo kom yuav thaum xav tau.
2. Nyob rau lub lim tiam dhau los no, cov kua qaub formic tseem ruaj khov. Tsis ntev los no, cov chaw tsim khoom loj hauv Shandong muaj cov phiaj xwm txij nkawm. Cov calcium formate qib pub mis tau nce siab zuj zus nrog rau kev txhawb nqa cov khoom siv raw, nrog rau tus nqi nruj thiab tus nqi tseem ceeb, thiab yuav nce ntau dua li poob rau lub sijhawm luv luv. 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.
Xaus Lus Rau Cov Neeg Yuav Khoom Noj Khoom Haus
Kev ua lag luam cov khoom siv hauv paus chiv keeb thaum Lub Rau Hli 2026 nthuav tawm ntau yam sib xyaw:
- Manganese sulfate tseem nyob qis tshaj plaws, nrog rau kev txiav txim txog rau lub Xya Hli.
- Zinc sulfate ntsib kev txhawb nqa loj heev tab sis kev thov tsis muaj zog.
- Tooj liab sulfate tau txais txiaj ntsig los ntawm kev poob nqi uas txhawb kom muaj kev khaws cia.
- Cov ntsiab lus me me (iodate, selenite, cobalt) tseem ruaj khov tab sis tsis muaj zog.
Cov Kev Pheej Hmoo Tseem Ceeb: Kev tsis ruaj khov ntawm cov khoom thauj hauv dej hiav txwv, kev txhim kho ntawm daim ntawv cog lus US-Iran, thiab txoj cai ntawm Fed.
Rau cov chaw tsim khoom noj thiab cov neeg yuav khoom, kev yuav khoom uas yoog tau thiab muaj cov khoom muag raug pom zoo rau feem ntau hom, thaum kaw cov xaj manganese sulfate ua ntej kom tsis txhob xa khoom qeeb.
Kev sab laj pub dawb
Thov cov qauv
Tiv Tauj Peb
Lub sijhawm tshaj tawm: Lub Rau Hli-05-2026