Imihlaba engavamile, impumelelo enkulu!

Ukuphumelela okukhulu emhlabeni ongavamile.
Ngokusho kwezindaba zakamuva, inhlolovo yaseChina ye-China ngaphansi koMnyango Wezemvelo waseChina iphulelele indawo eyi-Imay ephezulu ye-Io-Adsorption engavamile ye-IgHe-Adsorption emhlabeni endaweni ye-yunhe yesiFundazwe saseYunhe, ngezinsizakusebenza ezingaba yizigidi eziyi-1,15. Lokhu kungenye indlela enkulu ephumelele e-Io-adsorption engavamile ye-ION-Adsorption emhlabeni kusukela ekutholweni kokuqala kwe-ion-adsorptionUmhlaba ongavamileIzimayini eJiangxi ngo-1969, futhi kulindeleke ukuthi zibe yidiphozithi enkulu ephakathi nendawo evamile yaseChina.

Medium nesindayoimihlaba engavamilezibaluleke kakhulu kunomhlaba ongandile ongavamile ngenxa yenani labo eliphakeme kanye nezinqolobane ezincane. Ziyimithombo ebalulekile yamaminerali enobubanzi obunobubanzi bezicelo. Zibalulekile izinto ezibalulekile ezisetshenziselwa izimoto zikagesi, amandla amasha, ukuphepha kwezokuvikela kuzwelonke, njll.
Ukuhlaziywa Kwezikhungo Kukholelwa ukuthi ohlangothini olufunwayo, uhlangothi olufunwayo lwe-Imboni Emkhakheni Olingavamile kulindeleke ukuthi luthathe ngaphansi kwama-catalysts amaningi ezimoto ezintsha, amandla omoya, izinto zasekhaya, amarobhothi ezimboni, njll. Ngezakhiwo zezimboni, njll. Ngezansi ngaphandleAmanani Omhlaba Angavamile, ukuhanjiswa kanye nendlela yokufuna kuyaqhubeka ukuthuthuka, kanyeUmhlaba ongavamile minaNduntry kungalindeleka ukuthi uqale unyaka omkhulu wokukhula ngo-2025.

Ukuphumelela okukhulu

NgoJanuwari 17, ngokusho kwephepha, inhlolovo yaseChina yaseChina yenkonzo yezemvelo yaseChina yathola ukuthi uMnyango uthole owami umhlaba onama-ion-adrespring omhlaba omkhulu endaweni ye-yunhe esifundazweni saseYunhi, ngezinsizakusebenza ezingaba yizigidi eziyi-1.15.
Inani eliphelele lezinhlobo zomhlaba ezivamile zomhlaba ezinjengeI-PraseOdDODYIUM, needymium, dysprosium, futhii-terbiumUcebile kwidiphozithi udlula amathani angama-470,000.
Lokhu kungenye indawo enkulu e-Io-adsorption engavamile ye-Io-adsorption emhlabeni ngemuva kokutholwa kokuqala kwe-ion-adval emhlabeni izimayini eJiangxi ngo-1969, kanti kulindeleke ukuthi kube yidiphozithi ephakathi nendawo evamile yaseChina.
Abahlaziyi bakholelwa ukuthi lokhu kutholwa kubaluleke kakhulu ekuhlanganiseni izinsiza zomhlaba waseChina ezingandile kanye nokwenza ngcono i-Rare End Check Cleantages, futhi kuzohlanganisa ukuhlanganisa izinzuzo zamasu waseChina emkhakheni we-Medium kanye nesindayoUmhlaba ongavamileizinsiza.
Izimayini zomhlaba ze-Ion-adsorption ezingavamile zithole lesi sikhathi ziyimishoni yezimayini eziphakathi nendawo ezingenasindwayo. I-China icebile ezinsizakalweni zomhlaba ezingandile ezingavamile, ezisatshalaliswa kakhulu eBaiYobo, iMongolia yangaphakathi kanye ne-Yaoniuping, eSichuan, njll. Zibalulekile izinto ezibalulekile ezisetshenziselwa izimoto zikagesi, amandla amasha, ukuphepha kwezokuvikela kuzwelonke, njll.
I-China Geological Survey ihlanganise ucwaningo lwezwe locwaningo ngocwaningo lwesayensi. Ngeminyaka engaphezu kwe-10 yomsebenzi, isungule inethiwekhi ye-geochemical benchmark, yathola idatha enkulu ye-geochemical, futhi yathola ukuphumelela okubalulekile ekuhlolweni kwe-theory kanye nobuchwepheshe bokuhlola, ukugcwalisa igebe kubuchwepheshe bokuhlola i-Ion podsorptionUmhlaba ongavamileIzimayini, futhi wasungula uhlelo lobuchwepheshe obusheshayo, olunembile, oluhlaza, olubhekisiswa kakhulu ezindaweni eziphakathi nendawo ezinomhlaba eziphakathi nendawo zeChina.

Ukubaluleka kwamasu omhlaba ongavamile futhi osindayo

Umhlaba ongavamile ubhekisa kwigama elijwayelekile lezinto ezifanauhlobo linthanum, umrintshi, I-PraseOdDODYIUM, needymium, Promethimium,iSamurium, indlu yokuhlala yokungenayogugu, igadiki, i-terbium, dysprosium, IHolmium, umphetho, Thululium, yterterbium, lutetium, ikhentiyamu, futhiytttrium.
Ngokusho kwesakhiwo se-Atomic Electron ungqimba kanye nezakhiwo zomzimba nezemakhemikhali zezinto zomhlaba ezingandile, kanye ne-typiosis yazo kumaminerali kanye nezimpawu zezakhiwo ezihlukile zomhlaba ezikhiqizwe ngezigaba ezimbili: imisebe emibalabala ekhanyayo futhiimihlaba esindayo engavamile. Umhlaba ongaziwa ophakathi nendawo futhi osindayo ubaluleke kakhulu kunomhlaba ongavamile okhanyayo ngenxa yenani labo eliphakeme kanye nezinqolobane ezincane.
Phakathi kwazo, umhlaba ongenasisekelo ongenasisekelo yimithombo yamaminerali yokubaluleka okuhle kwamasu, kepha uhlobo lweminerali lomhlaba olungapheli olungashadile, kanye nezinkinga zemvelo kwinqubo yalo yezimayini (ekutholeni izimayini) zivelele, ngakho-ke ukuthola izinhlobo ezintsha zesindayoUmhlaba ongavamileI-Deposits ingukuhlola okubalulekile kwesayensi.
Izwe lami liyizwe elinezindawo eziphakeme kakhulu emhlabeni ezigciniwe emhlabeni kanye nezwe elinomthelela ophakeme kakhulu wemayini womzimba emhlabeni. Ngokusho kombiko we-United States Geological Survey (USGS), ChinaUmhlaba ongavamileUkukhiqizwa ngo-2023 kuzofika amathani angama-240,000, aphendule okwesibili kwezintathu zengqikithi yezwe, futhi okugciniwe kwalo kuzofika amathani ayizigidi ezingama-44, afaka ama-40% wenani lomhlaba. Lo mbiko ukhombisa nokuthi iChina ikhiqiza ama-98% we-gallium emhlabeni kanye nama-60% we-gerranium emhlabeni; Kusukela ngo-2019 kuya ku-2022, ama-63% e-antimony ore kanye noximi oxide abangeniswa yi-United States bavela eChina.
Phakathi kwazo, izinto zozibuthe ezingapheli ziyinkambu yohlelo lokusebenza ebaluleke kakhulu futhi ethembisa kakhulu yomhlaba ongavamile. I-Rate Earre Earter Earth Earte esetshenziswa kakhulu ye-Ungy Magnet iyi-neodymium iron boron unomphela impahla uzibuthe, enezinto ezinhle kakhulu ezinjengesisindo esikhanyayo, i-meher mehetic yomkhiqizo, ukucubungula okulula, futhi kungadilizwa ngemuva komhlangano. Izinto eziphakeme ze-neodymium irodymium irody boron unomphela wezinto zomuthi ezisetshenziswayo zisetshenziswa kakhulu kuma-turbines omoya, ama-air okonga amandla ahlukahlukene, ama-lifting endla amandla, amarobhothi ezimboni, njll.
Ngokusho kokuhlaziywa, ohlangothini lwemfuno, uhlangothi olufunwayo lweUmhlaba ongavamileIketanga lemboni kulindeleke ukuthi lithathe ngaphansi kwe-catalysis eminingi efana nezimoto ezintsha zamandla, amandla omoya, izinto zasendlini, kanye namarobhothi ezimboni.
Ngokuqondile, ngokukhula okusheshayo ekuthengisweni kwezimoto ezintsha ze-Energy kanye nokwenza ngcono ukuhambisa okuvezwe yi-Mountent Mountecter Vetros, kuzokhushulwa, ngaleyo ndlela kuqhutshwe ukukhula kwesidingo sezinkundla zomhlaba ezingapheli. Amarobhothi e-humanoid asephenduke ithrekhi entsha yentuthuko, okulindeleke ukuthi aqhubeke nokuvula isikhala sokukhula isikhathi eside se-Rare Earth Green Green Izinto zokwakha. Ngaphezu kwalokho, ngaphezu kokukhula okuqhubekayo kwesidingo sezimoto ezintsha zamandla namarobhothi ezimboni, kulindeleke ukuthi ukufuna embonini yamandla omoya kuzobona ukuthuthukiswa kwengozi ngo-2025.

Ungabheka kanjani umbono wemakethe

Ukuhlaziywa kwezikhungo kukholwa ukuthi nge-BOODIGHT OutAmanani Omhlaba AngavamileFuthi ukuthuthuka okuqhubekayo kokuhlinzekwa kanye nokufunwa kwephethini, imboni yaseMhlabeni eyingqayizivele kungenzeka kulindeleke ukuthi iqale unyaka omkhulu wokukhula ngo-2025.
Ukuphepha kwe-Guotai Junan kukhombise ukuthi njengoba izinkomba zomhlaba ezingenasisekelo zasekhaya zisuka kumjikelezo wokukhishwa kwezidingo eziqinile, okuhambisana nokwanda okukhulu ezinhlelweni zaphesheya kwezilwandle kepha ukukhula kwezingqinamba ezisheshayo, ukusebenza kwezingqinamba eziseceleni kwempahla sekuqalile ukukhombisa. Isidingo sezimoto ezintsha namandla omoya siyaqhubeka sikhula, futhi isidingo sokuvuselelwa kwemishini siphakamise ngempumelelo ijika le-202 libe ngu-2026, elingathatha umthombo obalulekile wokukhula komhlaba ongavamile; Kuhlanganiswe nokwanda kwezimo zohlelo lokusebenza zamarobhothi, 2025 zingaphinda zangena ngonyaka omkhulu ukukhula kwezinto zombumbulu zomhlaba.
I-Guojin Securities yasho lokho kusukela ngo-2024, amanani entengo emihlaba angavamile ahlangabezane neyakhaza. Ngaphansi kwangemuva okuqiniswe kakhulu okulindelwe ukulethwa kanye nokuthuthuka kwenqubomgomo ye- "quasi-apply Reform", amanani entengo yezimpahla akhuphuke cishe ngamaphesenti angama-20 ukusuka phansi, kanti isikhungo samanani adonsela phansi sikhuphuke kancane kancane; Imithethonqubo yokulawulwa komhlaba engavamile yenziwe kusukela ngo-Okthoba 1, 2024 ukucindezela ukuthengiswa, kanye nemiyalo ye-Peak Season kwikota yesine iyagcwaliseka kancane kancane. Kuhlanganiswe nomkhuba ophakeme wemboni ebiza ijika kanye nokuphazamiseka okuvalekile,Amanani Omhlaba AngavamileQhubeka nokukhuphuka, futhi amasheya omqondo ahlobene nawo azofaka amathuba okuphuma kwesisekelo okuphumayo kanye nokuvuselelwa kwenani ngaphansi kwenqubomgomo ye- "quasi-appmform".
Muva nje, iBaosteel Co, Ltd, umdondoshiya womhlaba ongavamile, wakhipha isimemezelo esithi ngokwendlela yokubala kanye nentengo yemakethe yeI-Rare Earth OxidesEkota yesine ka-2024, inkampani ihlela ukulungisa intengo yokuthengiselana okuhlobene nomhlaba ogxile kwikota yokuqala ka-2025 kuya ku-50% Uma kuqhathaniswa nentengo ye-Rare Earth Traction Transect of 17,782 yuan / ton kwikota yesine ka-2024, yanda ngo-836 yuan / ton, ukukhuphuka kwenyanga ngo-4.7%.
Ngemuva kokuthi uhlelo lweNyakatho Race Earth lukhansele inani lentengo yohlu, ukulungiswa kwentengo yayo yokuxhumana ehlobene nekota ehlobene ne-Baosteel yaba yiSeathervane yemboni. UDing Shitao of Guolian Securities ubikezela ukuthi ukuhlinzekwa kanye nephethini lokufunwa kulindeleke ukuthi kuqhubeke ukuthuthuka kusuka ku-2025 kuya ku-2026, futhi kunethemba lokuthi isiqinisekiso esingezansi komhlaba esingu-2024, futhi umhlaba ongavamile kulindeleke ukuthi ahlele kabusha umjikelezo omusha ngo-2025.
Ukuphepha kweCitic kubuye kukholelwe ukuthi imihlaba engavamile kulindeleke ukuthi isheshe isembozweni esithile esinqunyelwe engxenyeni yesibili ka-2025, futhi amasimu avelayo anjenge-AI namarobhothi kulindeleke ukuthi aqhubeke esebenza.