Ua ib lub tuam txhab tsim cov khoom noj khoom haus ntxiv rau tsiaj, kev paub txog tus nqi ntawm cov khoom siv raw yog qhov tseem ceeb heev. Nyob rau lub lim tiam thib ob ntawm lub Tsib Hlis 2026, kev ua lag luam ntawm cov khoom siv trace elements - suav nrog zinc, manganese, tooj liab, iodine, selenium, cobalt, thiab potassium ntsev - tau nthuav tawm ib daim duab nyuaj. Thaum qee cov hlau tau nce siab vim muaj ntau yam macro, lwm tus ntsib kev nyuaj siab rau tus nqi vim muaj kev tsis txaus. Hauv qab no yog kev faib tawm ntawm cov khoom siv raw tseem ceeb rau tsiaj thiab lawv txhais li cas rau koj txoj kev npaj yuav khoom.

Cov Ntsiab Lus Tseem Ceeb rau Cov Neeg Yuav Khoom Noj Khoom Haus
Kev nce siab:Zinc sulfate, manganese sulfate, magnesium sulfate, calcium formate.

Siab tab sis ruaj khov:Tooj liab sulfate, iodine,potassium chloride, sodium selenite.

Saib xyuas qhov nruj: Ferrous sulfate (monohydrate) vim yog LFP kev hloov pauv.

Kev pheej hmoo me ntsis ntawm kev nce qib:Cobalt chloride.

Cov Lus Qhia: Xauv cov xaj rau cov ntaub ntawv nruj (manganese, ferrous, calcium formate); rau lwm tus, txais yuav kev rov ua kom tiav raws li kev thov nrog cov khoom lag luam kev nyab xeeb nruab nrab.

I. Kev Tshawb Fawb Txog Cov Hlau Uas Tsis Yog Hlau

Txhua lub lim tiam | Txhua hli

	Chav	Lub Limtiam 1 ntawm lub Tsib Hlis	Lub Limtiam 2 ntawm lub Tsib Hlis	Kev Hloov Pauv Txhua Lub Limtiam	Tus nqi nruab nrab ntawm lub Plaub Hlis	Tus nqi nruab nrab rau lub Tsib Hlis txog rau hnub tim 15	Kev Hloov Pauv Txhua Hli	Tus nqi tam sim no txij li lub Tsib Hlis 20
Kev Lag Luam Hlau Shanghai # Zinc ingots	Yuan/tuj	24,067	24,474	↑407	23,727	24,321	↑594	24,450
Shanghai Metals Network # Tooj liab Electrolytic	Yuan/tuj	102,717	106,490	↑3,773	100,316	105,075	↑5,759	103,310
Shanghai Metals Australia Mn46% manganese ore	Yuan/tuj	42.25	37.90	↓2.05	45.09	38.16	↓6.93	44.25
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 Market Cobalt Chloride (co ≥ 24.2%)	Yuan/tuj	115,433	115,500	↑67	115,531	115,433	↓56	115,433
Kev Lag Luam Hlau Shanghai Selenium Dioxide	Yuan ib kilogram	172.5	172.5	-	172.50	172.50	-	172.5
Kev siv peev xwm ntawm cov chaw tsim khoom titanium dioxide	%	76.16	76.56	↑0.4	71.78	76.16	↑4.58	-

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: Macroscopically, US PPI thaum lub Plaub Hlis tau dhau qhov kev cia siab, kev cia siab ntawm tus nqi paj laum yog qhov zoo rau US dollar tab sis tsis zoo rau tus nqi hlau.
Hais txog cov hauv paus ntsiab lus, muaj kev ntshai meej meej ntawm cov nqi siab thiab kev thov tsis muaj zog.
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 ntawm Sulfuric acid tseem ruaj khov ntawm qib siab.
Xauv cov xaj kom raws sijhawm. Cov neeg siv khoom uas tsis tau yuav khoom raug qhia kom rov ua kom lawv cov khoom muag ntxiv

2) Manganese sulfate

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.

Cov chaw tsim khoom tsis muaj sijhawm xa khoom ntau. Nws raug pom zoo kom kaw cov xaj kom raws sijhawm kom tsis txhob muaj lub sijhawm xa khoom ntau.

3) Hlau sulfate

Tus nqi siv peev xwm ntawm cov chaw tsim khoom titanium dioxide ntawm qhov kawg ntawm cov khoom siv raw tau rov qab me ntsis, tab sis heptahydrate ferrous tau raug cuam tshuam los ntawm kev hloov pauv hla kev lag luam hauv kev lag luam lithium iron phosphate, thiab kev loj hlob ntawm kev nkag ntawm monohydrate ferrous tau txwv. Qhov xwm txheej nruj tseem tsis hloov pauv.
Sulfuric acid: Siab rau lub lim tiam.
Cov lus hais yog ruaj khov ntawm cov theem siab, cuam tshuam los ntawm ob qho kev txiav txim siab ntau thiab cov khoom siv raw nruj.

Tus nqi siv ntawm titanium dioxide ntau lawm

4） Tooj liab sulfate/copper chloride yooj yim

Nyob rau theem loj, US PPI tau nce 6 feem pua xyoo-rau-xyoo hauv lub Plaub Hlis, ntaus qhov siab tshaj plaws yuav luag plaub xyoos, thaum lub hauv paus PPI tau nce 5.2 feem pua xyoo-rau-xyoo, ntau dua li kev cia siab ntawm kev ua lag luam. Kev nce nqi paj laum nce siab yog qhov tsis zoo rau cov nqi hlau.
Hais txog cov hauv paus tseem ceeb, Peru qhov teeb meem hluav taws xob tau ua rau muaj kev tsis txaus ntawm qhov kawg ntawm cov hlau, thiab cov nqi ua cov tooj liab hauv tebchaws tseem nyob ntawm tus nqi qis qis, muab kev txhawb nqa rau tus nqi tooj liab qis tshaj plaws. Tus nqi tooj liab siab tau txo qee qhov kev yuav khoom tom qab, tab sis qhov kev thov tshiab xws li AI servers thiab cov tsheb fais fab tshiab muab kev txhawb nqa mus sij hawm ntev.
Tus nqi tooj liab yuav hloov pauv tsis zoo rau lub lim tiam tom ntej, nrog rau qhov ntsuas tseem ceeb ntawm 104,000-105,000 yuan ib tuj.

1) Tus nqi tam sim no

Shanghai Metals Market Electrolytic Copper

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: 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.

6) Calcium iodate

Kev ua lag luam calcium iodate ruaj khov ntawm qib siab nrog kev sib koom ua ke nqaim. Cov khoom siv raw refined iodine ruaj khov thiab kev txhawb nqa tus nqi ruaj khov; Cov chaw tsim khoom ua haujlwm ruaj khov thiab muaj ntau yam khoom; Cov tuam txhab pub zaub mov hauv qab no feem ntau yog rov ua dua cov khoom siv vim muaj kev thov tseem ceeb. Kev lag luam yog nruab nrab thiab tus nqi ruaj khov luv luv tseem txuas ntxiv mus, tsis muaj cov tsav tsheb nce lossis nqis. Rov ua dua raws li qhov xav tau.

7） Sodium selenite

Cov selenium nyoos tsis muaj zog thiab tus nqi hloov pauv ntawm qib qis. Selenium dioxide tsis muaj zog nrog rau cov selenium nyoos. Cov sodium selenite qib pub muaj kev thov tseem ceeb ruaj khov thiab kev txhawb nqa tus nqi rau kev ruaj khov ntawm tus nqi. Kev hloov pauv luv luv thiab kev lag luam nruab nrab. Yuav thaum xav tau.

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 ua lag luam ntsev potassium tam sim no nyob rau hauv qhov sib npaug thoob ntiaj teb ntawm kev muab khoom thiab kev thov, txhawb nqa los ntawm cov khoom muag hauv tsev tsawg. Kev ua lag luam tam sim no nyob rau hauv lub caij tsis muaj kev thov, nrog rau kev ua lag luam hloov pauv me ntsis ntawm qib siab, tsis zoo li yuav poob qis lossis nce siab. Saib rau pem hauv ntej rau lub sijhawm ntev, kev ua lag luam yuav maj mam ruaj khov thiab rov zoo li qub thaum lub caij nplooj zeeg chiv pib. Zuag qhia tag nrho, nws yuav nce ntau dua li lub caij nplooj zeeg. Kev khaws cia thiab rov ua dua tshiab raws li qhov xav tau.

2. Cov calcium formate uas siv rau pub tsiaj yuav nce siab zuj zus nrog kev txhawb nqa ntawm cov khoom siv raw. Kev ua lag luam tam sim no nruj heev thiab cov chaw tsim khoom tuav tus nqi. Kev ua lag luam luv luv yuav tseem muaj zog.

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

Nyob twj ywm mloog qhov hloov tshiab rau lub lim tiam tom ntej. Yog xav paub ntxiv txog kev nrhiav khoom noj lossis kev pab txhawb nqa, hu rau peb pab neeg pub khoom noj.