Ukubuyekezwa Kwamasonto onke kwe-Rare Earth Market kusuka ku-Feb 5 kuya ku-Feb 8 2025

Leli sonto (ngoFebhuwari 5-8) liyisonto lokuqala lokusebenza ngemuva kweholide Lomkhosi Wasentwasahlobo. Nakuba ezinye izinkampani zingakawuqalisi ngokugcwele umsebenzi, intengo iyonke yemakethe yomhlaba engavamile ikhuphuke ngokushesha, ngokunyuka okungaphezu kuka-2%, okuqhutshwa ukuqina okulindelekile.

I-bulliness engxenyeni yokuqala yaleli sonto yayiqhutshwa ikakhulukazi imizwelo: ngosuku lokuqala lokubuyela emsebenzini ngemva konyaka omusha, izingcaphuno zemakethe zazivame ukuba zincane, futhi kwakukhona umuzwa onamandla wokulinda nokubona. Ngemva kokuthenga izinkampani ezinkului-praseodymium-neodymium oxideku-420,000 yuan/ton, umuzwa we-bullish waqhubeka nokushayela intengo, futhi intengo yesilingo yayiyi-425,000 yuan/ton. Njengoba inani lama-oda angeziwe kanye nemibuzo yaqala ukwanda, ekupheleni kwesonto, intengo yei-praseodymium-neodymiumiphinde yakhuphukela ku-435,000 yuan/ton. Uma ukwanda ekuqaleni kwesonto kwakuqhutshwa imizwelo elindelekile, khona-ke ingxenye yakamuva yesonto yayiqhutshwa ukulinda imiyalo.

Kuleli sonto, imakethe ibonise ingxube yokungabaza ukuthengisa kanye nezilinganiso zentengo ephezulu, okulindelwe ukuqhubeka kwe-bullish kanye nokuthola imali. Lokhu kuziphatha kwemakethe kubonisa isimo sengqondo esiyinkimbinkimbi sabahlanganyeli bemakethe esigabeni sokuqala sokuqalisa kabusha komsebenzi ngemva kweholide-kokubili ithemba mayelana nezintengo ezilindelekile kanye nokusabela ngokuqapha kumanani amanje.

Kuleli sonto, medium andumhlaba osindayo ongavamilezakhula kanyekanye, futhi kwakubonakala sengathi sasingekho isikhathi esinqunyiwe sokuthi izimayini zaseMyanmar zizongeniswa nini kwamanye amazwe. Izinkampani ezihwebayo zazihamba phambili ekubuzeni mayelanai-terbium oxidefuthii-holmium oxide. Ngenxa yokwehla kwenani lezinto zomphakathi, kokubili intengo etholakalayo kanye nevolumu yokwenziwe kukhuphuke. Kamuva, izingcaphuno zei-dysprosium oxidefuthii-gadolinium oxidezakhuliswa kanyekanye, futhi izimboni zensimbi nazo zalandela buthule. Intengo yenqwabai-terbium oxideinyuke ngamaphesenti angu-2.3 ngezinsuku ezine.

Kusukela ngo-February 8, izingcaphuno ezinkuluumhlaba ongavamileizinhlobo yilezi:i-praseodymium-neodymium oxide430,000-435,000 yuan/ton;insimbi ye-praseodymium-neodymium530,000-533,000 yuan/ton;i-neodymium oxide433,000-437,000 yuan/ton;insimbi ye-neodymium535,000-540,000 yuan/ton;i-dysprosium oxide1.70-1.72 million yuan/ton;i-dysprosium iron1.67-1.68 million yuan/ton;i-terbium oxide6.03-6.08 million yuan/ton;insimbi ye-terbium7.50-7.60 million yuan/ton;i-gadolinium oxide163,000-166,000 yuan/ton;insimbi ye-gadolinium160,000-163,000 yuan/ton;i-holmium oxide460,000-470,000 yuan/ton;insimbi ye-holmium470,000-475,000 yuan/ton.

Kusukela olwazini olutholwe kuleli sonto, kunezici ezimbalwa:
1. Ingqondo ye-bullish yemakethe ihlanganiswe namandla okuthengwa kwempahla ezinkampani: Ngemva kokubuyela emsebenzini ngemva kweholide, ukucabanga okulindelwe kwemakethe kuzala ukungabaza ukuthengisa nokulinda ukudayiswa. Ngezindaba ezivamile zokuthengwa kwentengo yemakethe ephansi, kukhona ukusunduzana kokuzwana kwe-bullish.

2. Izingcaphuno ezicashuniwe ezikhuphuka nomfula ezingaphansi komfula zizimisele ngokunamandla ukwanda ngesikhathi esisodwa: Nakuba isigqi esivamile sokukhiqiza nokuthengisa singakafakwa ngokugcwele ngemva kweholide, izingcaphuno eziphezulu eziqhutshwa izinkampani ezihwebayo namafekthri zilinda okwesikhashana futhi zibone ukulandela ikhotheshini yemakethe, kanye nezintengo ze-oda lesikhathi esizayo zilandela ukukhuphuka, okubonisa ngokucacile ukuzimisela kwefekthri ukunyusa amanani.

3. Ukugcwaliswa kabusha kwempahla kazibuthe kanye nokusetshenziswa kwempahla kuyavunyelaniswa: izimboni ezinkulu zikazibuthe zinezenzo zokugcwalisa ezisobala ngasekupheleni kweviki. Ukuthi isitokwe sangaphambi kweholide siphelile noma cha, sibonisa ukuthi ukutholwa kwesidingo kungcono kunokulindelekile. Amanye amafekthri wezinto kazibuthe amancane naphakathi nendawo akhetha ukusetshenziswa kwempahla ngokusekelwe kuma-oda awo kanye nezindleko zama-nucleic acid, futhi ukuthengwa kwangaphandle kuyaqaphela.

Sekuphele iminyaka emithathuamanani omhlaba angavamileyawa ngokuzumayo ngoMashi 2022. Imboni ibilokhu ibikezela umjikelezo omncane weminyaka emithathu. Onyakeni odlule, iphethini yokuhlinzeka nesidingo yeumhlaba ongavamilesekuyisikhathi eside imboni ishintshile, futhi ukugxila kokuhlinzekwa kanye nesidingo nakho kubonise izimpawu. Uma sibheka isimo kuleli sonto, njengoba izinkampani ezansi nomfula ziqala kabusha umsebenzi ngokugcwele, isidingo singase siphinde sikhishwe. Nakuba ukusebenza kwezidingo ezimaphakathi neziphansi kusasele ngemuva, kuzogcina kufinyelele. Ukusebenza okuqinile esikhathini esifushane kungase kuqhubeke kuze kube khona ukungaboni ngaso linye phakathi kwezingxoxo ezansi nomfula. Ngeviki elizayo, imakethe ingase ibe nengqondo.

Ukuze uthole amasampula wamahhala wemikhiqizo yomhlaba engavamile noma ufunde ulwazi olwengeziwe mayelana nemikhiqizo yomhlaba engavamile, wamukelekile kuXhumana nathi

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Isikhathi sokuthumela: Feb-08-2025