“Kuleli sonto, iumhlaba ongavamileimakethe ibisebenza esimweni esintekenteke, ngokukhula okuhamba kancane kuma-oda angaphansi komfula kanye neningi labathengisi abaseceleni.Naphezu kwezindaba ezinhle, ukuthuthukiswa kwesikhathi esifushane emakethe kunqunyelwe.Ii-dysprosiumfuthii-terbiumimakethe ivilapha, futhi amanani ayaqhubeka nokwehla.Nakuba inani lemibuzo yei-praseodymium neodymiumimikhiqizo yenyukile, inani elincane kuphela lokuthengiselana elidingekayo, okuholela ekuguquguqukeni kwamanani.Njengamanje, kubonakala sengathi ikusasa lisazogcina ukusebenza okubuthakathaka, futhi ukuguquguquka kwentengo ngeke kube okubaluleke kakhulu. "
01
Uhlolojikelele lwe-Rare Earth Spot Market
Kuleli sonto, ukuthengiselana ku-umhlaba ongavamileImakethe yamabala yayintekenteke, amanani entengo yemikhiqizo ejwayelekile aqhubeka nokwehla, ukukhiqizwa kwempahla kanye nenani lemakethe libonise ukwehla okuphindwe kabili, futhi ukusekelwa kwemakethe kukonke bekungenele, okwenza isimo esibi.Uphenyo lwei-dysprosiumfuthii-terbiumimikhiqizo iyindlala, futhi intengo yehle kakhulu.Nakuba kunesidingo esinamandla sokuthengiselana kwei-praseodymium neodymiumimikhiqizo, umthamo wokuhweba kanye nentengo akuyona njengoba bekulindelekile.
Njengamanje, izimboni zensimbi azidayisi kahle, ikakhulukazi eziletha ama-oda esikhathi eside, futhi ukuthengwa kwempahla eluhlaza kuqaphile uma kuqhathaniswa.Izimboni ze-Magnetic material zikhiqiza kakhulu ngokuya ngokuthengisa.Nakuba abakhiqizi abakhulu benamakhono aqinile futhi beshintsha njalo amasu abo ebhizinisi ukuze banciphise izingozi zokusebenza, imboni iyonke inama-oda amasha ambalwa kanye nokwehla okuqhubekayo kwezilinganiso zenzuzo.Lokhu kwenze kwaba nzima nakakhulu ukuthi abakhiqizi abancane nabaphakathi nendawo baphile, okwenza kube nzima embonini yezinto kazibuthe ukuthi ilulame esikhathini esifushane.
Isizathu esiyinhloko salesi simo esingenhla ukuvilapha kwesidingo somfula.Muva nje, amabhizinisi amasha ezimoto zamandla kanye nokukhiqiza izinto ezibonakalayo azibuthe avale noma anciphisa ukukhiqizwa, futhi amabhizinisi amaningi kazibuthe anamazinga okusebenza acishe abe ngu-70% kuya ku-80%.Ukusetshenziswa okuyinhloko kwe-inventory ekhona ngamabhizinisi ukwehla okuphawulekayo ekuthengeni, okuholela ngokungaqondile ekuthunyelweni okuqhubekayo ngamabhizinisi okuhweba.
Ngaso leso sikhathi, ukungeniswa kweMyanmar kuphinde kwaqala futhi iMangtympasumhlaba ongavamileimayini iyaqhubeka nokwandisa umkhiqizo.Ezinyangeni eziyi-10 zokuqala zika-2023, i-China ingenise amathani ayi-145000 omhlaba ongavamile, okuwukunyuka kwama-39.8% unyaka nonyaka.Ukwenyuka okuphawulekayo kwempahla yokusetshenziswa yomhlaba engavamile engenisiwe kube nomthelela emakethe ekhuphuka nomfulaumhlaba ongavamile, futhi ezinye izinkampani zithengisa ngenzuzo ukuze zithole isabelo semakethe esikhulu, okuphinde kwaholela ekwehleni okuqhubekayoumhlaba ongavamileamanani.
Njengamanje, ubuthakathaka bemboni yempahla kazibuthe nakho kuholele ekushodeni kwezinto ezingavuthiwe kanye nokwehla kokukhiqizwa komkhiqizo oqediwe wezinkampani ezigaya kabusha imfucuza.Amabhizinisi okugaywa kabusha kwemfucuza anezindleko eziphakeme, futhi izinga lawo lokujikeleza kwezimali ngokuvamile liphansi.Ukwehla okuqhubekayoumhlaba ongavamileamanani ayithinte kakhulu inzuzo yabo, futhi ukucindezela kwebhizinisi kuye kwaphindeka kabili.Baqaphe kakhulu kukho kokubili ukuthengwa kwezinto ezingavuthiwe nasekuthengisweni komkhiqizo ophelile.
Ngaphezu kwalokho, isimo somnotho wasekhaya nesamazwe ngamazwe, ukulungiswa kwenqubomgomo, kanye nezinguquko ezilinganisweni zokushintshanisa imali nakho kunomthelela omkhuluumhlaba ongavamileamanani.Lapho sibhekene nezinguquko zemakethe,umhlaba ongavamileamabhizinisi kufanele aphendule ngenkuthalo, abambe umfutho wemakethe, aqaphe ngokucophelela ukuguquguquka kwezimakethe, ikakhulukazi izinguquko ezimakethe eziphansi, futhi alungise kangcono amasu okukhiqiza nokuthengisa ngokuqonda ngokujulile isidingo semakethe.Ngokusungula izinto ezintsha zobuchwepheshe, sihlose ukukhulisa inani elengeziwe lemikhiqizo yethu, sinciphise izindleko futhi sikhulise ukusebenza kahle, sithuthukise inzuzo yezimboni, futhi sikhuthaze ukuthuthukiswaumhlaba ongavamileimboni.
02
Ukushintsha kwentengo yemikhiqizo evamile
| Okujwayelekileumhlaba ongavamileIthebula lokushintsha intengo yomkhiqizo | |||||||
| izinsuku iminikelo | 10-Nov | 13-Nov | 14-Nov | 15-Nov | 16-Nov | ubukhulu boshintsho | intengo emaphakathi |
| I-Praseodymium oxide | 51.10 | 51.08 | 51.05 | 50.80 | 50.18 | -0.92 | 50.84 |
| Insimbi ye-Praseodymium | 62.80 | 62.78 | 62.66 | 62.49 | 61.89 | -0.91 | 62.52 |
| I-Dysprosium oxide(chemistry) | 258.25 | 258.00 | 257.38 | 254.00 | 252.63 | -5.62 | 256.05 |
| I-Terbium oxide | 775.00 | 775.00 | 765.00 | 755.00 | 745.00 | -30.00 | 763.00 |
| I-Praseodymium oxide(chemistry) | 51.70 | 51.70 | 51.70 | 51.25 | 51.25 | -0.45 | 51.52 |
| I-Gadolinium oxide | 27.01 | 26.96 | 26.91 | 26.55 | 26.19 | -0.82 | 26.72 |
| I-Holmium oxide | 55.14 | 55.14 | 54.75 | 54.50 | 53.50 | -1.64 | 54.61 |
| I-Neodymium oxide | 51.66 | 51.66 | 51.66 | 51.26 | 51.26 | -0.40 | 51.50 |
| Qaphela: Amayunithi entengo angenhla wonke ayi-RMB 10,000/ton, futhi wonke amanani afaka intela. | |||||||
Ukushintsha kwentengo kokujwayelekileumhlaba ongavamileimikhiqizo kuleli sonto ikhonjisiwe esithombeni esingenhla.Kusukela ngoLwesine, ikhotheshini kai-praseodymium neodymium oxidebekungu-501800 yuan/ton, ukwehla ngo-9200 yuan/ton uma kuqhathaniswa nenani langoLwesihlanu olwedlule;Ingcaphuno yeinsimbi praseodymium neodymiumingu-618900 yuan/ton, ukwehla ngo-9100 yuan/ton uma kuqhathaniswa nenani langoLwesihlanu olwedlule;Ingcaphuno yei-dysprosium oxideyi-2.5263 million yuan/ton, ukwehla ngo-56200 yuan/ton uma kuqhathaniswa nenani langoLwesihlanu olwedlule;Ingcaphuno yei-terbium oxideingu-7.45 million yuan/ton, ukwehla ngo-300000 yuan/ton uma kuqhathaniswa nenani langoLwesihlanu olwedlule;Ingcaphuno yei-praseodymium oxideingu-512500 yuan/ton, ukwehla ngo-4500 yuan/ton uma kuqhathaniswa nenani langoLwesihlanu olwedlule;Ingcaphuno yei-gadolinium oxideingu-261900 yuan/ton, ukwehla ngo-8200 yuan/ton uma kuqhathaniswa nenani langoLwesihlanu olwedlule;Ingcaphuno yei-holmium oxideingu-535000 yuan/ton, ukwehla ngo-16400 yuan/ton uma kuqhathaniswa nenani langoLwesihlanu olwedlule;Ingcaphuno yei-neodymium oxideingu-512600 yuan/ton, ukwehla ngo-4000 yuan/ton uma kuqhathaniswa nenani langoLwesihlanu olwedlule.
Isikhathi sokuthumela: Nov-20-2023