"Qhov kev xav tau qis hauv qabtsawg ntiaj tebkev ua lag luam lub hlis no tau qis dua li qhov xav tau, thiab qhov xwm txheej tag nrho yog nyob rau hauv lub xeev hloov tsis muaj zog. Tsuas yog rau qhov nruam rebound nyob rau hauv cov nqi ntawmdysprosiumthiabterbiumcov khoom, tag nrho cov nqi ntawm lwm yam khoom tau qhia ib tug fluctuating downward trend vim tsawg dua kev txiav txim tshiab thiab tsawg purchasing txaus siab ntawm cov lag luam. Tam sim no, lub ntiaj teb tsis tshua muaj kev lag luam tab tom yuav nkag mus rau lub caij tawm, thiab tag nrho cov nce hauvtsawg ntiaj tebtus nqi tsis muaj zog. Yog tias tsis muaj xov xwm zoo los txhawb lub sijhawm luv luv, nws nyuaj rau cov nqi hauv ntiaj teb tsis tshua muaj nqis sai sai. Nws cia siab tias lub ntiaj teb tsis tshua muaj kev lag luam yuav tsis muaj zog yav tom ntej. "
Txheej txheem cej luam ntawmLub ntiaj teb tsis tshua muajSpot Market Lub Hlis no
Tus nqi tag nrho ntawmtsawg ntiaj tebcov khoom lag luam tau hloov pauv thiab poob rau lub hlis no, nrog kev txo qis hauv kev lag luam loj. Tus nqi ntawmpraseodymium yog neodymiumcov khoom yog ib qho nyuaj rau nres, thiab tau poob tag nrho txoj kev.Dysprosiumthiabterbiumcov khoom txuas ntxiv hloov pauv thiab poob hauv thawj ib nrab ntawm lub xyoo. Tom qab ntawd, vim muaj kev cuam tshuam ntawm pawg neeg yuav khoom thiab qhov tsis txaus siab ntawm cov neeg tuav khoom muag thiab nce nqi, cov nqi tau nce siab nyob rau hauv ib nrab ntawm lub xyoo, nrog kev nce me ntsis ntawm cov khoom lag luam.
Tam sim no, cov tuam txhab sib cais sab saud muaj cov nqi tsim khoom ntau dua, qee lub tuam txhab tau tso tseg kev tsim khoom thiab txo qis, qhov chaw tsim khoom tau txo qis, thiab cov khoom xa tuaj tau nruj. Txawm li cas los xij, qhov ntim ntawm cov khoom siv raw hauv ntiaj teb tsis tshua muaj siab heev. Hauv thawj kaum lub hlis ntawm 2023, Tuam Tshoj tustsawg ntiaj tebntshuam ntim tau nce los ntawm 40% xyoo-rau-xyoo, qhia txog kev lag luam txaus. Downstream on-demand procurement tso siab rau hlau qhov chaw muas khoom thiab ua rau nws nyuaj rau cov nqi nce. Neodymium hlau boron ntau lawm cov lag luam feem ntau pib ntau lawm nyob ib ncig ntawm 70-80%, tsis muaj qhov tseem ceeb hauv kev txiav txim tshiab. Nyob rau tib lub sijhawm, tus nqi pheej yig dua, thiab cov khoom lag luam sib nqus muaj qhov txaus siab yuav khoom. Kev tsim khoom yog tsim los ntawm kev siv cov khoom muag. Kev yuav khoom ntawm cov khoom siv pov tseg tsis ua haujlwm, thiab kev txaus siab rau nkoj tsis siab vim qhov cuam tshuam ntawm tus nqi poob, ua rau tag nrho cov kev lag luam poob qis. Kev lag luam kev ua lag luam tau txo qis, thiab cov tub lag luam tau nce lawv cov nyiaj tau los ntawm cov txiaj ntsig, ua rau muaj kev ntxhov siab ntau ntxiv. Nyob rau tib lub sijhawm, kev tshaj tawm ntawm cov nqi teev tseg rau cov av tsis tshua muaj nyob rau sab qaum teb tab tom tuaj txog, thiab cov tub lag luam feem ntau tseem ceev faj thiab saib xyuas.
Tus nqi sib txawv ntawm cov khoom tseem ceeb
Tus nqi hloov ntawm mainstreamtsawg ntiaj tebcov khoom nyob rau lub Kaum Ib Hlis yog qhia nyob rau hauv daim duab saum toj no. Tus nqi ntawmpraseodymium neodymium oxidepoob ntawm 511500 yuan / tuj rau 483400 yuan / tuj, nrog tus nqi poob ntawm 28100 yuan / tuj; Tus nqi ntawmpraseodymium neodymium hlaupoob ntawm 628300 yuan / tuj rau 594000 yuan / tuj, nrog tus nqi poob ntawm 34300 yuan / tuj; Tus nqi ntawmdysprosium oxide hmoovnce ntawm 2.6475 lab yuan / tuj rau 2.68 lab yuan / ton, nce ntawm 32500 yuan / tuj; Tus nqi ntawmdysprosium hlaupoob los ntawm 2.59 lab yuan / ton rau 2.5763 lab yuan / ton, txo 13700 yuan / tuj; Tus nqi ntawmterbium oxidetau nqis los ntawm 8.0688 lab yuan / tuj rau 7.9188 lab yuan / tuj, txo qis ntawm 150000 yuan / tuj; Tus nqi ntawmholmium oxidepoob ntawm 580000 yuan / tuj rau 490000 yuan / tuj, txo qis ntawm 90000 yuan / tuj; Tus nqi ntawm 99.99% high-puritygadolinium oxide hmoovpoob ntawm 296300 yuan / tuj mus rau 255000 yuan / tuj, txo 41300 yuan / tuj; Tus nqi ntawm 99.5% zoo tib yamgadolinium oxide hmoovpoob ntawm 271800 yuan / tuj rau 233300 yuan / tuj, txo qis ntawm 38500 yuan / tuj; Tus nqi ntawmgadolinium hlaupoob ntawm 264900 yuan / tuj rau 225800 yuan / tuj, txo qis ntawm 39100 yuan / tuj; Tus nqi ntawmerbium oxide hmoovtau nqis los ntawm 286300 yuan / tuj mus rau 285000 yuan / tuj, txo qis ntawm 1300 yuan / tuj.
Downstream kev lag luam saw kev txhim kho thiab kev pheej hmoo
Hauv cov ntsiab lus ntawm kev lag luam thoob ntiaj teb, kev vam meej thiab kev poob qis ntawm kev lag luam hauv ntiaj teb tsis tshua muaj kev cuam tshuam los ntawm cov saw hlau, kev vam meej thev naus laus zis, thiab kev loj hlob thoob ntiaj teb kev lag luam. Niaj hnub no, cov khoom lag luam zoo tshaj plaws thoob ntiaj teb tau nce zuj zus thiab kev txhim kho thev naus laus zis sai tau ua rau maj mam txo qis hauv kev thov rau lub ntiaj teb tsis tshua muaj. Tsis tas li ntawd, kev poob qis ntawm kev lag luam thoob ntiaj teb kev loj hlob thiab kev lag luam sib cuam tshuam, nrog rau kev txhim kho txuas ntxiv ntawm ib puag ncig thiab kev tiv thaiv kev tiv thaiv, tag nrho cov xwm txheej no tau cuam tshuam loj heev rau cov khoom siv thiab kev xav tau kev sib raug zoo hauv lub ntiaj teb tsis tshua muaj kev lag luam, ua rau cov nqi poob qis. .
Raws li cov ntaub ntawv los ntawm Tuam Tshoj Electronic Materials Industry Association, lub lag luam tseem ceeb ntawm high-purity hluav taws xob chemicals siv nyob rau hauv integrated circuits thoob ntiaj teb tseem nyob los ntawm txawv teb chaws tsim tshuaj lag luam. Lub ntshuam dependence ntawm ultra ntshiab thiab high-purity reagents rau 8-nti thiab saum toj no integrated circuits thiab 6th tiam ca vaj huam sib luag qhia nyob rau hauv Tuam Tshoj yog tseem siab, thiab muaj ntau chav rau domestic hloov. Tau txais txiaj ntsig los ntawm txoj cai tsav tsheb thiab kev nce qib hauvrare ntiaj teb polishing hmoovtechnology, downstream LCD zaub panels thiab integrated circuit industries yog maj hloov mus rau lub domestic kev ua lag luam, thiab lub localization txheej txheem yuav tsum ceev.
Hais txog kev thov,tsawg ntiaj tebCov khoom siv hlau nplaum ruaj khov yog siv dav hauv cov khoom siv hluav taws xob xws li LCD TVs thiab smartphones. Nrog rau kev nthuav dav ntawm cov khoom siv hluav taws xob txuas ntxiv no, qhov kev thov rau LCD zaub vaj huam sib luag tseem nce ntxiv, uas tau ua rau kev loj hlob ntawm kev thov rautsawg ntiaj tebCov khoom siv hlau nplaum ruaj khov. Nyob rau hauv lub teb ntawm integrated circuits,tsawg ntiaj tebkuj tau siv dav hauv kev tsim cov khoom siv semiconductor. Nrog rau kev txhim kho ntawm cov thev naus laus zis tshiab xws li 5G thiab Is Taws Nem ntawm Yam, qhov kev thov rau kev ua haujlwm siab sib xyaw ua ke kuj tseem nce ntxiv, uas ntxiv rau kev siv cov ntawv thov.tsawg ntiaj tebnyob rau hauv lub teb ntawm integrated circuits. Qhov kev thov yog nce, kev lag luam yog rov qab los, thiab cov pace ntawm destocking hauv lubtsawg ntiaj tebkev lag luam yog kev txhim kho. Lub voj voog tshiab yuav pib xyoo 2024, thiab qhov chaw ua lag luam xav tias yuav qhib ntxiv.
Nyob rau hauv cov nqe lus ntawm kev muab khoom, cov khoom siv thiab kev thov qauv ntawmtsawg ntiaj tebyog ruaj khov thiab nruj, thiab cov nqi muaj upward elasticity. Raws li cov ntaub ntawv los ntawm Ministry of Industry thiab Information Technology, tag nrho cov ntsuas ntsuas rautsawg ntiaj tebKev lag luam mining thiab smelting hauv Suav teb tau nce los ntawm 14.29% thiab 13.86% raws li hauv 2023, ib qho tseem ceeb txo qis los ntawm ib ncig ntawm 25% hauv 2022. Tseem muaj qee qhov kev txhawb nqa rau kev thov rau lub davhlau ya nyob twg, kiv cua, thiab lwm yam khoom siv, thiab cov khoom siv thiab kev xav tau ntawmpraseodymiumthiabneodymiumtseem nyob rau hauv nruj sib npaug.
Saib ua ntej mus rau yav tom ntej, txoj kev loj hlob mus sij hawm ntev ntawm qhov kev thov rau cov neeg hlau muaj zog, tsheb tshiab, cua turbines, thiab lwm yam khoom tseem tsis hloov. Kev ua haujlwm siab neodymium hlau boron cov hlau nplaum tas mus li yuav tsum tau nce ntxiv hauv qhov nkag nkag mus rau hauv lub davhlau ya nyob twg. Txawm li cas los xij, nrog cov khoom siv tsawg zuj zus, kev nruj ntawm cov khoom siv hauv ntiaj teb tsis tshua muaj thiab kev thov tuaj yeem ua rau tus nqi rov qab. Tab sis qhov kev loj hlob ntawm qhov kev xav tau ntawm cov davhlau ya nyob twg qis dua li qhov xav tau, qhov kev ua si ntawm cov dej ntws thiab cov dej ntws qis zuj zus ntxiv, cov nqi khoom siv nyob rau hauv nruab nrab thiab sab saud yog nyob rau hauv siab, thiab cov pace ntawm cov khoom tso tawm tau nrawm dua. Nyob rau hauv lub neej yav tom ntej, nrog kev nce qib ntawm cov thev naus laus zis thiab kev loj hlob ntawm kev lag luam tawm tshiab, daim ntawv thov ntawm lub ntiaj teb tsis tshua muaj nyob hauv cov teb no yuav nthuav dav ntxiv, muab qhov chaw dav dav rau kev txhim kho kev lag luam tsis tshua muaj ntiaj teb.
Post lub sij hawm: Dec-13-2023