"Kuleli sonto,Umhlaba ongavamileImakethe ibisebenza esimweni esibuthakathaka, ngokukhula kancane kuma-oda aphansi kanye nabathengisi abaningi emaceleni. Naphezu kwezindaba ezinhle, ukukhuphula isikhathi esifushane emakethe kukhawulelwe. Le khasidysprosiumna-i-terbiumImakethe ivilapha, futhi amanani aqhubeka ehle. Yize inombolo yemibuzoPrathedymium neodymiumImikhiqizo inyukile, kuphela inani elincane lokuthengiselana elidingekayo, okuholela emanazweni aguqukayo. Njengamanje, kubonakala sengathi ikusasa lisazogcina ukusebenza okubuthakathaka, kanye nokuguquguquka kwentengo ngeke kube kubaluleke kakhulu. "
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Sibutsetelo lemakethe yaseMhlabeni engavamile
Kuleli sonto, ukuthengiselana kuUmhlaba ongavamileImakethe yeSpot yayingamanani entengo, amanani omkhiqizo ojwayelekile aqhubeka ehle, ukukhiqizwa kwezimpahla kanye nokusungula kwemakethe kukhombisa ukwehla okubili, futhi ukusekelwa kwemakethe jikelele bekunganele, kukhulisa umoya wokuphelelwa yithemba. Uphenyo lwedysprosiumna-i-terbiumImikhiqizo iyindlala, futhi intengo yehle kakhulu. Yize kunesidingo esinamandla sokuthengiselanaPrathedymium neodymiumImikhiqizo, ivolumu yokuhweba nentengo ayikulindelekile.
Njengamanje, amafektri wensimbi anokuthengisa okumpofu, ukuletha ikakhulukazi ama-oda wesikhathi eside, kanye nokuthengwa kwezinto okuluhlaza kungaqaphile. Amafektri wezinto ezibonakalayo kazibuthe akhiqiza ikakhulukazi ngokuya ngokuthengisa. Yize abakhiqizi abakhulu benamakhono aqinile futhi bavame ukuguqula amasu abo ebhizinisi ukunciphisa ubungozi bokusebenza, imboni yonke inama-oda amasha ambalwa kanye nokwehla okuqhubekayo kuma-margins aqhubekayo. Lokhu kuye kwakwenza kwanda ngokuya kubakhiqizi abancane nabaphakathi nendawo ukuze basinde, okwenza kube nzima embonini yezinto ezimazibuthe ukuze baphinde baphinde bathole isikhathi esifushane.
Isizathu esiyinhloko sesimo esingenhla siyisidingo se-sluggish phansi. Muva nje, ezinye izimoto ezintsha zamandla namabhizinisi wokukhiqiza izidakamizwa avale noma anciphise ukukhiqizwa, futhi iningi lamabhizinisi abonakalayo anokusebenzisa amanani asebenza cishe ama-70% kuya ku-80% kuya ku-80% kuya ku-80% kuya ku-80% kuya ku-80% kuya ku-80% kuya ku-80%. Ukusetshenziswa okuyinhloko kokusungulwa okukhona kwamabhizinisi kuncipha okukhulu ekuthengweni kwempahla, okuholela ngokungaqondile ukuthunyelwa ngamabhizinisi okuhweba.
Ngasikhathi sinye, ukungenisa kukaMyanmar sekuqale kabusha kanye ne-mangtympasUmhlaba ongavamileImayini iyaqhubeka nokwandisa ukukhiqizwa. Ezinyangeni eziyi-10 zokuqala zika-2023, iChina ingenise amathani ayi-145000 omhlaba ongavamile, kwanda ngo-39,8% unyaka nonyaka. Ukwanda okukhulu kwezinto zokwakha ezingenisiwe ezingenisiwe zomhlaba zibe nomthelela emakethe ye-Upstream yeUmhlaba ongavamile, futhi ezinye izinkampani zithengisa ngenzuzo ukuthola isabelo semakethe esikhudlwana, esiye saholela ekunciphiseni okuqhubekayo ngaphakathiUmhlaba ongavamileamanani.
Njengamanje, ubuthakathaka bomkhakha wezinto ezibonakalayo kazibuthe buye baholela ekushoneni kwezinto zokwakha ezivuthiwe kanye nokwehla kokukhiqizwa komkhiqizo okuqediwe kwamabhizinisi okuphinda asebenze kabusha. Amabhizinisi asetshenziswa kabusha anezindleko eziphakeme kakhulu, futhi izinga lokusakazwa kwalo livame ukwehla. Ukwehla okuqhubekayo ngaphakathiUmhlaba ongavamileAmanani athinte kakhulu inzuzo yawo, futhi ingcindezi yokusebenza kwebhizinisi iphindwe kabili. Baqapha kakhulu ekuthengeni izinto ezibonakalayo eziluhlaza futhi baqeda umkhiqizo.
Ngaphezu kwalokho, isimo sezomnotho esifuywayo neyamanye amazwe, ukulungiswa kwenqubomgomo, kanye nezinguquko ngamanani wokushintshaniswa kwemali nakho kunomthelela omkhuluUmhlaba ongavamileamanani. Lapho ubhekene nezinguquko zemakethe,Umhlaba ongavamileAmabhizinisi kufanele aphendule ngentshiseko, aqonde i-Pulse yemakethe, ikakhulukazi ama-Market Dynamics, ikakhulukazi izinguquko ezimakethe ezaphansi, futhi alungisa kangcono ukukhiqizwa kanye namasu wokuthengisa ngokuqonda okujulile kwesidingo semakethe. Ngokusebenzisa ubuchwepheshe obusha, sihlose ukukhulisa inani elingeziwe lemikhiqizo yethu, sinciphise izindleko futhi sikhuphule ukusebenza kahle, sithuthukise inzuzo yezimboni, futhi sikhuthaze ukuthuthukiswa kweUmhlaba ongavamileimboni.
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Izinguquko zentengo yemikhiqizo esetshenziswayo
| -BukhaliUmhlaba ongavamileIthebula lokushintshana kwentengo yomkhiqizo | |||||||
| dama Iminikelo | 10-Novemba | 13-Novemba | 14-Novemba | 15-Novemba | 16-Novemba | ubukhulu boshintsho | Intengo ephakathi |
| I-PraneOdymium oxide | 51.10 | 51.08 | 51.05 | 50.80 | 50.18 | -0.92 | 50.84 |
| I-praneodymium metal | 62.80 | 62.78 | 62.66 | 62.49 | I-61.89 | -0.91 | 62.52 |
| Dysprosium oxide(chemistry) | 258.25 | 258.00 | 257.38 | 254.00 | 252.63 | -5.62 | 256.05 |
| Terbium oxide | 775.00 | 775.00 | 765.00 | 755.00 | 745.00 | -30.00 | 763.00 |
| I-PraneOdymium oxide(chemistry) | 51.70 | 51.70 | 51.70 | 51.25 | 51.25 | -0.45 | 51.52 |
| Gadinium oxide | 27.01 | 26.96 | 26.91 | 26.55 | 26.19 | -0.82 | 26.72 |
| Holmium oxide | 55.14 | 55.14 | 54.75 | 54.50 | 53.50 | -1.64 | 54.61 |
| Neodymium oxide | 51.66 | 51.66 | 51.66 | 51.26 | 51.26 | -0.40 | 51.50 |
| QAPHELA: Amayunithi entengo angenhla wonke wonke ama-RMB 10,000 / ton, futhi wonke amanani ahlanganisa intela. | |||||||
Intengo iyashintsha ye-MainestreamUmhlaba ongavamileImikhiqizo kuleli sonto ikhonjiswa kwisibalo ngenhla. Kusukela ngolwesine, isicaphuni seI-PrafeOdymium Neyodymium Oxidekwakungu-501800 yuan / ithoni, ukwehla kwe-9200 yuan / ton kuqhathaniswa nentengo yangoLwesihlanu edlule; Isilinganiso semetal prafeodymium neodymiumngu-618900 yuan / ithoni, ukwehla kwe-9100 yuan / ton kuqhathaniswa nentengo yangoLwesihlanu edlule; Isilinganiso sedysprosium oxideyi-yuan / ama-25263 million yuan / ithoni, ukwehla kwe-56200 yuan / ton kuqhathaniswa nentengo yangoLwesihlanu edlule; Isilinganiso seterbium oxideyi-7.45 million yuan / ithoni, ukwehla kwe-300000 yuan / ton kuqhathaniswa nentengo yangoLwesihlanu edlule; Isilinganiso seI-PraneOdymium oxidengu-512500 yuan / ithoni, ukwehla kwe-4500 yuan / ton kuqhathaniswa nentengo yangoLwesihlanu edlule; Isilinganiso segadinium oxidengu-261900 yuan / ithoni, ukwehla kwe-8200 yuan / ton kuqhathaniswa nentengo yangoLwesihlanu edlule; Isilinganiso seHolmium oxidengu-535000 yuan / ithoni, ukwehla kwe-16400 yuan / ton kuqhathaniswa nentengo yangoLwesihlanu edlule; Isilinganiso seneodymium oxidengu-512600 yuan / ithoni, ukwehla kwe-4000 yuan / ton kuqhathaniswa nentengo yangoLwesihlanu edlule.
Isikhathi sePosi: Nov-20-2023